Agenda Overview
Day 1: Thursday, January 31, 2019
9:00AM Coaltrans opening remarks
9:10AM How have changes in the global coal market effected the US market
• Key factors that influenced the coal markets during 2018
• Has the U.S. switched from swing supplier to baseload supplier to global coal markets?
• Interplay between China’s steel market and US met coal exports
• Opportunities for US exporters as demand for thermal coal grows in Asia
• Wild cards that could emerge in 2019
Jack Porco, President & Chief Commercial Officer, Xcoal Energy & Resources
9:35AM Coal price forecast
• Looking ahead at the price forecast of met and thermal coal
• Understanding the key drivers for change within the market
• The US met coal market has been stable, for how long will this continue?
• What impact could US tariffs have on coal prices?
• How is the demand in Asia for thermal coal impacting prices?
Greg Marmon, Sr. Research Analyst, Wood Mackenzie
10:20AM Networking refreshment break
10:50AM US Coal Market review
• Reviewing the 2018 RFQs and domestic met coal sales as a judge for the direction of the market
• How have US tariffs effected coal exports to China and other regions?
• How will competing alterative energies impact demand for thermal coal in America?
• Will export prices stay strong and what will this mean for US production?
• How is demand impacting purchasing and should we be thinking longer or shorter term?
Hans Daniels, CEO, Doyle Trading Consultants
11:25AM How might political protectionist policies impact the US coal market?
• Understanding the US states role within global coal trade flows
• What are the implications of the coal and steel tariffs on export quantities of US coal?
• Are tariffs effecting the Chinese steel market and production rates?
• Could a protectionist political approach revive the US domestic steel industry?
• What impact would a reduction in demand of coal have on production levels from US mines?
Valerie Volcovici, Energy Correspondent, Thomson Reuters
12:00PM Networking Lunch
1:30PM US Coal Production
• How has the industry’s contraction and consolidation impacted regional productive capacities?
• How do current capacity utilization rates of US coal basins compare to historic levels?
• Could higher productivity offer additional production or has productivity reached a plateau?
• What has been the trend in recoverable reserves by basin?
Fadi Shadid, Senior Economist, US Department of Energy - U.S. Energy Information Administration
2:00PM Producers perspective
• What price points needs to be sustained to maintain current mining capacity?
• How can US miners take advantage of strong export markets and higher prices?
• The true cost of an ever-changing market as a swing supplier on mining companies
• Does uncertainty lead to hoarding and what are the knock-on effects of this?
• Assessing the depletion rate of mines compared to capital investment for new mines
• Looking into financing support for mining companies
Trey Jackson, Chief Commercial Officer, The Cline Group
2:50PM Networking refreshment break
Met Coal Stream |
Thermal coal consumers |
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3:20PM Met coal price and demand forecast • Reflecting on what the key drivers for change were this year Alistair Ramsay, Research Manager, Metal Bulletin Research 3:50PM An overview of the steel market • How is China’s influence effecting steel prices Thorsten Schier, North American Steel And Ferrous Scrap Editor, Fastmarkets AMM 4:10PM Met coal buyers panel • The US met coal market has been stable, for how long will this continue? Matt Schicke, Chief Commercial Officer, Corsa Coal 5:00PM Mergers and acquisitions in the US coal space Moderator: Jeremy Sussman, Managing Director - Global Mining Analyst Head Of Us Research, Clarksons Platou Securities Inc |
3:20PM Update on the cement market • Macro view of North American cement market Kenneth Lerner, Senior Commodity Manager, CRH Canada Group Inc 3:50PM Insights into the thermal energy market • The impact of competition from other energy sources on the American energy mix Matthew Moore, Senior Coal Trader, Vattenfall Energy Trading NV 4:10PM Thermal coal buyers panel • How is pressure from competing energy sources effecting the US energy mix? Tris Swindle, Principal Buyer, Southern Company Generation 4:40PM Asian Thermal coal buyers • What is driving growth in the region? A.M Dharam, Head - Coal Procurement Group, Tata Power Company Limited |
5:30PM Evening networking reception
Evening networking reception – Palm Grove, Four Seasons
Enjoy drinks and canapés while you network with conference attendees
Day 2: Friday, February 1, 2019
9:00AM Coaltrans opening remarks
9:10AM What role can carbon capture play in the current coal climate?
• How is carbon capture being used in the coal sector?
• What are the financial implications of carbon capture?
• How can members of the supply chain encourage carbon capture projects in the US and abroad?
Patricia Loria, Senior Client Engagement Lead, Global CCS Institute
9:30AM Coal to Products: a New Future for the Use of Coal
• New Approaches for converting coal to Carbon Products
• Advanced Carbon Materials from Coal
• New Carbon Materials and Products R&D
• Coal to Products from the USA to China and back
Randall Atkins, Chairman And Chief Executive Officer, Ramaco, LLC
Christopher Matranga, Staff Scientist, National Energy Technology Laboratory
Edgar Lara-curzio, Leader In The Materials Science & Techology Division, Oak Ridge National Laboratory
Jeffrey Grossman, Professor At Mit, Massachusetts Institute of Technology
Matt Targett, Director Of Coal To Liquids Technologies, Ramaco Carbon
10:10AM Networking refreshment break
10:40AM The Key Role of Sampling & Analysis in Coal Exports
• Overview of sampling principles and the importance of sampling
• An overview of the current state of loadport sampling & analysis
• Seller beware – Issues with disport sampling & analysis
• Considerations when referencing ASTM/ISO standards in contract language
Paul Reagan, President, Sampling Associates International
11:10AM Shipping session
• Freight prices forecast
• What are the key drivers for change in the freight price?
• How will the 2020 fuel oil ban effect freight prices?
• What are the key challenges faced by US shipping firms?
Adam Anderson, President, T. Parker Host, Inc.
11:40AM Railway transport of coal in the US
• Reflecting on what the key drivers for change in rail transportation costs are
• How could extensions in rail routes improve the transportation of US coal
• What are the key challenges of transporting coal by rail
• Reflecting on future rail transport costs for coal deliveries
Blair Priest, Manager - Coal Marketing, Norfolk Southern
Tony Reck, Chairman Of The Board & Ceo, Paducah & Louisville Railway, Inc.
William Trice, Business Manager, Coal Export, CSX
12:20PM Coaltrans closing remarks
12:30PM Networking lunch