Agenda

CONFERENCE DAY ONE
Tuesday 10th March 2015

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


9.00      Ministerial Address

The Hon Bill Marmion, Minister for Mines and Petroleum, Housing, Western Australia Government

ECONOMIC & MARKET OUTLOOK


9.20      Global Economic and Financial Outlook

Paul Brennan, Chief Economist, Citi Research


9.50      Iron Ore Market Outlook: Navigating the wave of supply

  •  How does the iron ore market rebalance in the wake of large-scale new capacity?
  •  Where supply is likely to give way: margin analysis and (un)economic behavior
  •  Urbanization, housing, rebalancing and the question of peak steel in China

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

KEYNOTE ADDRESSES


10.20     Rio Tinto

Andrew Harding, Chief Executive - Iron Ore, China, Korea and Japan, Rio Tinto


10.50      BHP Billiton Iron Ore

Jimmy Wilson, President, Iron Ore, BHP Billiton


11.20     Morning refreshments - Proudly sponsored by

11.50      The industry shake out begins: Do we return to equilibrium by 2018?

 

  •  How responsive is the marginal production?
  •  Is China running out of steam?
  •  Any uplift in prices after 5-years?

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

12.20      The new iron ore price frontier: global impacts on mine closures and investment decisions

 

Andrew Hodge, Analyst, Iron Ore and Steel Costs, Wood Mackenzie


12.50      Questions


1.00     Lunch - sponsored by


Afternoon Chairman

James Rilett, CEO, Minerals Value Service

PRICING, DERIVATIVES & INVESTMENT DEVELOPMENTS


2.00      The liquidity in the Iron ore futures markets is now higher than the physical market's they are designed to mirror, how will this change your business model?

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


2.30      The iron ore price report

  •  5 years of Iron ore indexing
  •  Iron ore futures liquidity and convergence with the physical market
  •  Price sends a signal to investment
  •  Methodology update

Francis Browne, Editorial Director - Price Group, Platts


3.00      Further Evolution of Iron Ore Derivatives

  •  Development of SGX iron ore derivatives
  •  Differentiation of iron ore matters: Iron Ore 58% Derivatives

Lily Chia, Head, Product Management - Commodities, Singapore Exchange


3:20      Questions


3.30      Afternoon refreshments - Proudly sponsored by

PRODUCTIVITY


4.00      Beyond basic productivity - What does the industry need to get back to creating value?

  •  Value destruction continued on industry level in 2014
  •  Prices will not come to the rescue
  •  Many basic levers of productivity exhausted
  •  What are companies doing now to protect and increase margins?

Alexander Koch, Partner and Managing Director, The Boston Consulting Group

SHIPPING


4.30      Volatility in drybulk shipping - Will it return?

  •  Commodity market bust - action on freight, reaction of shipowners
  •  Trouble on the borders of Bulk - fleet structure, market consequences
  •  Dry bulk will emerge from the downturn but when, and led by which sector?

Chris Tomlinson, Head of Research, Thurlestone Shipping Ltd.


5.00      The brave new world for producers - Iron ore quality

  •  Looking beyond basic supply and demand analysis to find opportunities
  •  Product differentiation strategies for producers
  •  Finding buyers at different qualities
  •  Identifying winners and losers

Caue Araujo, Industry Director – Iron Ore, AME Group


5.20      Questions


5.30      Close of Day One


5.45      Networking drinks in the exhibition area

Proudly sponsored by


6.45      Buses depart for the Official Conference Dinner


7.00      Official Conference Dinner

Proudly hosted by

Techgong Australia is a wholly-owned subsidiary of Shandong Techgong Geotechnical Engineering Equipment based in Sydney, and was established in November 2012. Techgong is an international manufacturer tungsten carbide products such as shield cutters and mining and road milling cutting tools and accessories. They are widely used in open-cut and underground mining, tunnelling and construction.

Through 13 years of continuous development, Shandong Techgong has greatly enhanced our products' competitiveness through constant technological innovation and improvement. Our products are sold throughout the international market and our quality, as well as our production and supply capacity, is globally recognised by our customers.

CONFERENCE DAY TWO
Wednesday 11th March 2015

Day One | Day Two


8.30      Morning coffee


9.00      Opening remarks from the Chair

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


9.10      INTERNATIONAL KEYNOTE ADDRESS | Market overview from the largest North American iron ore miner

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

STEEL MARKET OUTLOOK - FOCUS ON CHINA , JAPAN , KOREA


9.40      China iron and steel markets

  •  Government crackdown on inefficient Steel mills
  •  Environmental regulations - short term pain for long term gain (spooking investors)
  •  Infrastructure investments - local governments directed to do more to promote growth

Zhang Yong, Analyst, MySteel


10.10      Status of China's Steel Industry
Examining China's iron ore demands and future development directions

  •  Chinese demand forecast for iron ore
  •  How China's economic growth will impact its demand for this metal
  •  Effect of China's iron ore demands on steel and other commodities
  •  Current status of China's domestic iron ore supply and analysis of international iron ore resources and developments
  •  Price prediction for 2015/2016

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


10.40      Status and outlook for Japan's steel industry

Toshiharu Sakae, Managing Executive Officer, Nippon Steel Sumitomo Metal


11.10      Morning refreshments - Proudly sponsored by


11.40      How to weather the storms ahead?

  •  The mining industry must do a better job at showing society what it does
  •  Raise community awareness of the benefits of free trade and foreign investment
  •  Advocate good and stable government policy
  •  Build closer ties with our key export markets
  •  Develop Asia literacy
  •  Become innovative and build competitive advantage

Philip Kirchlechner, Director, Iron Ore Research PTY LTD


12.10      Surface Miners a Modern perspective

Thorsten Frobel, Senior Technical Advisor, Global Surface Mining

PROJECT UPDATES - Iron Ore - Surviving the Excess Supply


12.40      Roy Hill - Here for the Long Haul

Barry Fitzgerald, CEO , Roy Hill Holdings


1.00      Questions


1.10      Lunch - This event is available to sponsor


2.10      Accommodating all players in the market

  •  How Atlas has steered through a volatile market to remain globally competitive
  •  The new opportunities created by driving costs down
  •  The benefit to shareholders, community and stakeholders of all players in the industry enjoying success

Ken Brinsden, Managing Director, Atlas Iron


2.30      BC Iron - iron ore producer with growth potential

  •  Update on BC Iron's operations
  •  Overview of the project pipeline
  •  Development options

Morgan Ball, Managing Director, BC Iron Limited


2.50      Top Iron, The New Mid West Iron Ore Miner

Bruce Richardson, Managing Director, Top Iron Pty Ltd


3.10      Afternoon refreshments - Proudly sponsored by


3.40      Sharing infrastructure - Unlocking value

  •  Overview of Brockman's company, projects and infrastructure strategy and status

Colin Paterson, Chief Executive Officer, Brockman Mining Australia


4.00      FORECAST PANEL | The Distillery - Where are the prices going 2015/2016?

This is a new feature for the 2015 conference, and will include a panel of 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.

Clyde Russell, Asia Commodities and Energy Columnist, Thomson Reuters Asia


4.30      Close of Conference