Agenda

CONFERENCE DAY ONE
Tuesday 8th March 2016

Day One | Day Two


8.15 Registration and morning coffee


8.50 Opening remarks from the Chair

Clarke Wilkins, Director, Metals & Mining Research, Citi Research


9.00 Opening Address

Hon Colin Barnett MLA, Premier of Western Australia

ECONOMIC AND MARKET OUTLOOK


9.10 Global Economic and Financial outlook

  • The global economy is going through its third major disinflationary wave of the past ten years, led by slowdown in the emerging world
  • How deep and protracted could the slowdown be
  • What does it do to global growth and financial markets

Paul Brennan, Chief Economist, Citi Research


9.40 Iron Ore Market outlook

  • Where is the bottom - how low are iron ore prices likely to go and where are the likely to stabilize?
  • Has cost deflation run its course or is there still more to come?
  • What is a sustainable long-term price for iron ore?

Ivan Szpakowski, Commodity Strategist, Citi


10.10 Questions

KEYNOTE ADDRESSES


10.20 BHP Billiton Iron Ore

Edgar Basto, Asset President Iron Ore, BHP Billiton


10.50 Rio Tinto

Michael Gollschewski, Managing Director Pilbara Mines, Rio Tinto


11.20 Morning refreshments


11.50 Roy Hill

Barry Fitzgerald, CEO, Roy Hill Holdings


12.20 Fortescue Metals Group

Speaker invited


12.50 Questions


1.00 Networking lunch


2.00 Long-term market expectations - is there light?

  • Are new projects needed to meet demand in the long-term?
  • How does growth in Brazilian supply compare to that in Australia?
  • Will the recent cost reductions be sustained?

Adrian Doyle, Senior Consultant - Iron Ore Costs, CRU

PRICING, DERIVATIVES & INVESTMENT DEVELOPMENTS


2.30 PANEL - Development and Prospects of Iron Ore Price & Futures Market

  • Iron ore future liquidity and convergence with the physical market
  • Growth of derivatives - How much impact will it have on the physical market
  • The current index pricing mechanism - any room for improvement?

Mark Lyons, Global Head of Iron Ore and Steel, Citigroup
James Rilett, CEO, Platts MVS
Tan Say Liang, Director Commodities, Singapore Exchange


3.10 The Current Dry Bulk Shipping Market: Friend or Foe

  •  How weak is the market
  •  Does a low freight market help or hinder Australian producers
  •  When will shipping rates recover

Peter Malpas, Director, Braemar ACM Shipbroking


3.50 Afternoon refreshments


4.20 Fund Managers PANEL DISCUSSION - A reality check

  • How are mining equity fund managers evaluating and rebalancing their portfolios in light of current market conditions?
  • What is the retail broking side's interest in iron ore?
  • Evaluating and allocating funds to iron ore junior mining companies
  • Reviewing investment opportunities

Romano Sala Tenna, Portfolio Manager, Katana Asset Management
More panelists to be announced


4.50 Enhance productivity of excavators to lower cost in Iron Ore Mines in an environment of low commodity prices

Vijay Kumar Banty, Senior Manager Business Performance Enhancement-Operations, Tata Steel Limited


5.20 PANEL PROCUREMENT - Challenges going forward to service supply

  • Current trends in major mining project delivery models that optimise cost, schedule and quality outcomes
  • The advantages of using an incentivised, integrated project management team
  • Supply chain policy
  • Recent lessons learned from major project delivery in Australia
  • Initiative to identify and individually engage suppliers
  • Surviving the low cost era

Bryan Scruby, Project Management Office Executive, WSP | Parsons Brinckerhoff - Asia Pacific
Claire Negus, Commercial Director, Roy Hill Holdings
Vijay Kumar Banty, Senior Manager Business Performance Enhancement-Operations, Tata Steel Limited


6.00 Networking drinks


6.30 Close of Day One

CONFERENCE DAY TWO
Wednesday 9th March 2016

Day One | Day Two


8.30 Coffee


9.00 Opening remarks from the Chair

INTERNATIONAL KEYNOTE PRESENTATIONS


9.10 The Impact of Australian Iron Ore on the USA

  • The global iron and steel value chain's supply/demand dynamics
  • China's steel industry and its demand for iron ore
  • U.S. steel industry's outlook amid challenging global macros

Lourenco Goncalves, Chairman, President, & CEO, Cliffs Natural Resources Inc (USA)


9.40 Keeping the African dream alive - Overview and update of the MbalamNabeba Project

  • An iron ore project for Central Africa
  • High quality product
  • Risks and opportunities in Africa

Giulio Casello, CEO, Sundance Resources Ltd

STEEL MARKET OUTLOOK


10.10 Chinese steel outlook and raw materials market impact

Chris Newman, Senior Editor - Asia, Argus Steel Feedstocks, Argus Media Singapore Group Pte Ltd


10.40 Questions


10.50 Morning refreshments


11.20 China and Asia: Hopes and Reality

  • What is China's real growth rate?
  • Is the China steel story over?
  • Can the rest of Asia offer more than just hope?

Clyde Russell, Asia Commodities Columnist, Thomson Reuters


11.50 Status and trend of China's steel industry

  • Examining China's iron ore demand
  • Chinese economic outlook and the implications for the steel industry
  • Price predictions for 2016/2017

Li Xinchuang, President, China Metallurgical Industry Planning and Research Institute, & Deputy Secretary General, China Iron and Steel Association


12.20 Questions


12.40 Networking Lunch


2.00 After China? What's next for steel, iron ore, and.... What's next for China?

Rod Beddows, Senior Adviser & Co-Founder, HCF International Advisers


2.40 BC Iron and the Buckland Project - West Pilbara Development Options

Morgan Ball, Managing Director, BC Iron Limited


3.10 Afternoon refreshments


3.40 Establishing Australia's First Aboriginal Iron Ore Mine

  • Company Strategy
  • Stakeholders
  • Projects
  • Exploration Potential
  • Where to now/future projects and growth

Fergus Campbell, Director, Australian Aboriginal Mining Corporation Pty Ltd


4.10 FORECAST PANEL - The Distillery - Where are the prices going 2016/2017?

The panel will include speakers drawn from the leading resources journalists, analysts and key market watchers. The panel will “distil” everything that has been discussed over the previous two days, and allow delegates to raise any final thoughts on market trends and directions.
The Distillery will also use a poll from attendees on market dynamics.

4.40 Close of Conference