Agenda

CONFERENCE DAY ONE
Tuesday 11th March 2014

Day One | Day Two


8:00 Registration and morning coffee


8:50 Opening remarks from the Chair

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

ECONOMIC & MARKET OUTLOOK


9:00 Global economic and financial outlook

  • Is 2014 the year global growth gets back to trend?
  • What are the prospects in the key economies?
  • How will policy makers respond?

Paul Brennan, Chief Economist, Citi Investment Research & Analysis, Citi Research


9:35 Iron ore market outlook: Deep cyclical correction or continued buoyancy?

  • Outlook for Chinese demand and the inventory cycle
  • Is the "wall of supply" finally upon us?
  • Impact of environmental regulation around the world

Ivan Szpakowski, Commodities Strategist, Citi Research


KEYNOTE ADDRESSES
10:10 BHP Billiton Iron Ore

Jimmy Wilson, President, Iron Ore, BHP Billiton Iron Ore


10:45 Rio Tinto
Andrew Harding, Chief executive - Iron Ore, Rio Tinto


11.20 Morning tea - Proudly hosted by  

 

11:50 Fortescue Metals Group
Peter Meurs, Director Developments, Fortescue Metals Group Ltd


12:25 Anglo American
James Harman, Head of Business Development, Iron Ore & Coal, Anglo American plc


1.00 Lunch - Proudly hosted by


Chairman

Ivan Szpakowski, Commodities Strategist, Citi Research

PRICING, DERIVATIVES & INVESTMENT DEVELOPMENTS


2:00 How commoditization of the iron ore market is changing behaviors of the miners, steel mills and consumers

  • Increased transparency in physical markets and the impact of physical trading platforms
  • Who are the Major players in Iron ore and Steel Derivatives and are we seeing the behavioral changes we predicted at last year's conference
  • Impact of Chinese futures exchanges on price discovery and to Iron ore price
  • Future price outlook and associated risks

Mark Lyons, Global Head of Iron Ore and Steel, Citigroup


2:30 Floating Prices in the Seaborne Market

  • Overview of current pricing mechanisms
  • Trade volume and contractual performance
  • Size matters, fines and concentrate
  • Lump premium
  • Pellet premium
  • Methodology update

Francis Browne, Editorial Director - Price Group, Platts


3:00 Iron ore price: staying power at >$100/t? 

  • What's driving weekly price movements?  
  • How resilient is Chinese production and what does this mean for price looking ahead?  
  • Implication of CRU's long run price range on investment developments

Laura Brooks, Senior Consultant, Steel Raw Materials, CRU Analysis


3:20 Questions

3.30 Afternoon break - Proudly hosted by   

PORT DEVELOPMENTS AND INFRASTRUCTURE


4:00 Facilitating trade at Port Hedland
Roger Johnston, CEO, Port Hedland Port Authority


4:20 Contemporary application of a boot infrastructure Procurement Model to Finance and Develop new Port infrastructure at Esperance

  • Role of the port authority as a facilitator of a process
  • Government retaining role as ‘landlord' and owner
  • Access and pricing policy and drivers including capacity models
  • Investor market seeking to satisfy demand for additional capacity on a financially sustainable basis
  • Identification of constraints and parameters within which infrastructure development may progress

Ted Williams, Project Director, Multi User Iron Ore Facility, Esperance Ports Sea and Land


4:40 Modularisation for iron ore projects

  • Safety improvement with modularisation
  • Who is Fluor?
  • What is modularisation?
  • The reason for modularisation
  • 1st generation modules in the Pilbara
  • 2nd generation modules in the Pilbara
  • Conclusions and recommendations

Matthew Cobbett, Executive General Manager, Fluor Australia Pty Ltd


5:00 Outlook for iron ore production costs

  • Will lower prices force iron ore producers onto the productivity bandwagon?
  • The outlook for production costs in Australia, China and the rest of the world
  • Exploring the scope is there for cost improvements

Michael Dixon, Director, AME Mineral Economics Limited


5:20 Questions


5:30 Close of day one

5.30 Networking reception in the exhibition area - Proudly Hosted by 


6:45 Buses depart for official Conference Dinner


7.00 Official Conference dinner - Proudly Hosted by

Fluor Australia Pty Ltd is a subsidiary of Fluor Corporation, one of the world's largest publicly owned engineering, procurement, construction, and maintenance services companies. Over the past century, Fluor, through its operating subsidiaries, has become a trusted global leader by providing exceptional services and technical knowledge. Clients rely on Fluor to deliver world-class solutions that optimise their assets, improve their competitive position, and increase their long-term success.

CONFERENCE DAY TWO
Wednesday 12th March 2014

Day One | Day Two


9:00 Opening remarks from the Chair
Mark Lyons, Global Head of Iron Ore and Steel, Citigroup


9:10 Asian Capital and Australian iron ore projects, strategic partnering opportunities

  • Price Outlook - Supply shortfall
  • Equity market view on emerging iron ore opportunities
  • Asian appetite for DSO and Magnetite projects
  • DSO and Magnetite Project value drivers
  • Funding options
  • Project valuations and trading multiples

Liam Twigger, Managing Director, PCF Capital Group


9:40 Volatility in shipping rates - Will this continue?

  • Review of cape freight markets
  • Developments in the shipping fleet
  • The future outlook for cape freight rates

Peter Malpas, Director, Braemar Seascope Pty Ltd

STEEL MARKET OUTLOOK - FOCUS ON CHINA


10:00 China's steel production and the impact on iron ore project development

  • Raw material consumption patterns at Chinese steel plants
  • Key issues impacting China's domestic iron ore supply
  • Assessing the global iron ore project pipeline
  • How will the current financial outlook affect Chinese steel companies' ability to make big investments overseas?

Rudi Vann, Manager, Steel and Iron Ore Cost Research, Wood Mackenzie


10:30 Questions

10.40 Morning tea - Proudly hosted by  


11:10 Supply & demand of Chinese iron ore market in 2014-2030

  • Actual cost curve track in Chinese iron ore market
  • The influences of Chinese safety & environmental policies on mining capacity and costs
  • Performance of steel mills and their raw materials strategy
  • Forecast of supply & demand of steel mills in 2014-2030

Cristina Xu, Senior Analyst, Shanghai Metals Market (SMM)


11:40 Status of China's steel industry
Li Deyun, Chairman, Ishine, Shandong, China


12:00 Key Drivers of steel demand and outlook
Kwag Changho, Managing Director, POSCO Research Institute


12:20 Questions

 

12:30 Lunch

PROJECT UPDATES


1:30 Atlas Iron, the Pilbara's emerging powerhouse

  • The challenge of commencing five mines in five years - an overview of Atlas' Pilbara projects including most recent developments at Abydos and Mt Webber
  • China's continued demand for our product and the long-term outlook for the Atlas product in the worldwide market
  • Atlas' growth horizons, growing from Horizon I to Horizon II and the infrastructure challenge

Ken Brinsden, Managing Director, Atlas Iron Limited


1:50 Karara, WA's first magnetite project

  • Delivering the Mid West's biggest resources project
  • Production update
  • The next steps for Gindalbie and Karara

Dale Harris, Managing Director/CEO, Gindalbie Metals Ltd


2:10 BC Iron - A resources yield play?

  • The Nullagine JV Project
  • Total shareholder return
  • Accessing pilbara infrastructure
  • Future growth - A nice problem to have

Morgan Ball, Managing Director, BC Iron Limited


2:30 Roy Hill - The path ahead

  • Project development update
  • Challenges and opportunities

Barry Fitzgerald, CEO, Roy Hill Holdings


2:50 Questions

3.00 Afternoon break - Proudly hosted by  


3:30 Mount Gibson Iron - "Succeeding as a mid-Cap iron ore supplier to China"

  • Established production and logistics
  • Supportive Chinese shareholders and reliable long term off-take customers
  • Balance sheet strength
  • Proven capability to deliver business improvement
  • Disciplined approach to growth

Jim Beyer, Chief Executive Officer, Mount Gibson Iron Limited


3:50 The Marillana Project - Breaking the Pilbara infrastructure mould

  • Brockman Mining Limited - An overview
  • The Marillana Project
  • Infrastructure solutions
  • Mine - accommodation, logistics and power
  • Rail - multi-user rail solutions
  • Port - multi-user port solutions for "Junior" miners

Russell Tipper, CEO, Brockman Mining Australia Pty Ltd


4:10 Developing the Mbalam-Nabeba Iron Ore Project in Central Africa

  • Ore reserves of 436.3Mt at 62.6% Fe with low impurities
  • Total high grade hematite resources of 775.4Mt at 57.2% Fe
  • Additional itabirite hematite resources of 4Bt at 36.3% Fe
  • Frontrunner in development of a new world-class iron ore region in Africa
  • Deposits are build-ready with a full feasibility study, rail concession, mining convention / mining permit in place
  • Project development and financing strategy underway

Giulio Casello, Managing Director & CEO, Sundance Resources Ltd


4:30 IOH's Value Adding Model

  • Unlocking project value through key transactions
  • Developing innovative infrastructure solutions in the Pilbara

Alwyn Vorster, Managing Director, Iron Ore Holdings Ltd


4:50 Questions


5:00 Close of Conference


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