Day One Monday 6 November 2006 - Opening Plenary
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| 08.30 | Delegates registration
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| 09.00 | Organiser’s welcome remarks
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| 09.10 | Special welcome address
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| | Qiping Yan, Secretary General, China Association of Metal Scrap Utilization (CAMU), China
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| 09.20 | Chairperson’s opening address
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| OPEN PLENARY |
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| GLOBAL SCRAP METAL INDUSTRY, THE CHANGING LANDSCAPE
AND THE INFLUENCE OF EMERGING MARKETS |
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| 09.30 | Economist opening panel: Analysing Asian booming and emerging economies and its impact on scrap metal industry
- Forecasting the performance of booming economies and emerging countries in Asia and the effect on scrap metal demand and supply
- Outlook for demand of steel, aluminium and copper from key downstream industries (automotive, electronics, construction, etc.) and the impact on raw material and prices
- How much influence will Asia’s superpowers – China and India - have on metal industries at home and globally?
- How long will this “super-cycle” last and what lies at the end?
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| | A S Firoz, Chief Economist, Joint Plant Committee, Ministry of Steel, India Xizeng Zhou, Vice President and Steel Analyst, CITIC Securities, China Loewe Cai Luoyi, Head of Research and Senior Commodity Analyst, China International Futures (Shanghai) Co, China
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| 10.15 | The state of China’s steel appetite: Have we been overoptimistic about China’s demand for scrap metal?
- Statistics review of steel production and scrap consumption
- China’s major sources of scrap from the global marketplace
- Government’s plans to consolidate steel and scrap players – What has taken place so far and what’s to come down the road
- Tax exemptions and incentives on import and export tariffs for the trading of scrap metal
- CAMU’s role in working with the Chinese government to
develop the metal recycling industry |
| | Qiping Yan, Secretary General, China Association of Metal Scrap Utilization (CAMU), China
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| 10.45 | Morning refreshments |
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| REALITY CHECK ON THE DEMAND FROM EMERGING MARKETS (Choose from 2 streams) |
Delegates can hear from experts in their field on a range of topical issues, business strategies and best practices over a half-day session. The breakout sessions are tailored for greater interaction and relevance between the presenter and the audience. Mix and match the streams and sessions or remain in the same room for knowledge with an edge.
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Day One Monday 6 November 2006 - Stream A
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| THE FAST & THE FERROUS |
Chairperson: Viresh Oberoi, Managing Director and CEO Metal Junction, India
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| 11.15 | Analysing the demand and supply for steel products in
the domestic market and the impact on projected scrap
imports
- Thailand steel industry in the short and long term
- A look at domestic scrap and overseas scrap import figures over the past 5 years
- Electric steelmaking trends in Thailand and its future prospect – Implications on future scrap demand
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| 11.45 | Perspectives from China’s top steel producer on the future
of steel manufacturing in China
- China on the EAF route – can mini-mill become the main production route in China’s steel production?
- Analysing Shaogang’s production via BOF and EAF in tonnage – past statistics and future predictions
- The cost of conversion from integrated to mini-mill – Weighing the advantages and disadvantages
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| | Sheng Huang, Head of Steel Scrap, Shaogang Iron and Steel Group, China
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| 12.15 | India government’s plan for mega infrastructure
development and the impact on steel demand
- Past statistics and future forecasts in primary and secondary steel production
- India’s construction plans from 2005 – 2015 and its impact on steel scrap demand – How much is India short of?
- Promoting a recycling mindset in India - Government’s role and consumers commitment
- Evaluating all possible options for steel production – HBI, DRI, scrap, and pig iron as a raw material
- Government priorities and sectors for development
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| | A S Firoz, Chief Economist, Joint Plant Committee, Ministry of Steel, India
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| 12.45 | Turkey’s scrap demand for the next 10 years and its impact
on global markets
- Challenges in Turkey’s steel industry and its implications on ferrous scrap imports
- Examining Turkey’s key steel-consuming industry and its future domestic consumption
- Rapid growth and construction boom in the Middle East and its implications on Turkey’s production and export market
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| | Veysel Yayan, Secretary General, Turkish Iron and Steel Producers Association, Turkey
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| 13.15 | Networking luncheon for speakers and delegates |
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Day One Monday 6 November 2006 - Stream B
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| NON-FERROUS SCRAP |
Chairperson: Anthony Poole, Managing Editor Platts Metal, USA
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| 11.15 | Governmental and regulatory environment in the recycling
of nonferrous scrap metal
- Examining the regulatory structure for scrap metal utilisation in China’s nonferrous metal industry
- National policies and the abolishment of import tariffs – how will it change the industry landscape
- Opportunities for foreign producers and scrap processors
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| | Jiahong Wei, Vice Chairman, China National Resources Recycling Association
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| 11.45 | Shanghai Sigma Metals: Determining the short-term and
long-term demand from China’s largest secondary aluminum producer
The leading secondary aluminum producer in China plans to more than double annual output to 300,000 tonnes by the end of 2006 as it ramps up production at its new plant - The world's largest secondary aluminum production plant
- The company exports about 60% mainly to Japan and Southeast Asia, accounting for 36% of China's total secondary exports. What will be the trends and developments in the future
- Where is the company heading and how will the demand from the company impacts the scrap mental industry
- Understanding the procurement strategy of the company – US, Europe versus. Asia
- Managing economy and financial risks – How is the company hedging against possible down-turn in the economy and the volatility in the prices of scrap metal
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| | Hongwei Li, Assistant General Manager, Shanghai Sigma Metals, China
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| 12.15 | Mapping China’s copper scrap resources and analysing
the trends in determining supply and demand
- Examining the major nonferrous scrap sites in China – Guangdong South River, Eastern China and Tianjin
- Geographical advantages and differences in major scrap resource centers in China
- Trends and prospects on future development
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| | Xu Lei, CEO, China Scrap Metal, China
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| 12.45 | India’s demand for aluminum: Identifying the main drivers
for growth
- Potential for India in the area of scrap utilisation - Prospecting the future of key aluminum-intensive industries in India and its impact on scrap
- Competitive advantage in manufacturing cost of secondary aluminium vs. primary
- Technologies – the current state of India’s technological progress in the making of aluminum
- India government in the promotion of recycling – What has been done and what will be done?
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| | K.S.S. Murthy, Hon. Gen. Secretary & Emeritus Fellow, Dept. of Mechanical Engg., Aluminium Association of India
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| 13.15 | Networking luncheon for speakers and delegates |
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Day One Monday 6 November 2006 - Closing Plenary
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| CLOSING PLENARY - FEEDING THE EMERGING MARKETS |
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| 14.15 | Russia scrap market: Outlook for global changes
- Russia’s industrialisation and economic growth – Implications on the current and future home consumption of scrap
- Domestic consumption versus production of scrap – Projecting What’s available for export in the next 5 years
- Examining the grades, quality and prices of Russian scrap against other major suppliers
- Infrastructure readiness and Russia’s accessibility to the world
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| | Filipp Monosov, Chief Operation Officer, Recycling Material Association Russia
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| 14.45 | Scrap from Europe – Assessing supplies, price and accessibility
- Demand and supply of scrap metal within the European region – What’s available in the short, medium and long term?
- Identifying and examining the factors that affect supplies and prices of European scrap exports
- Competitive advantage of European scrap suppliers and their value to customers
- Examining the challenges and obstacles to export scrap from Europe and overcoming them
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| 15.15 | Scrap supplies from Middle East – projected volume for export in the next 10 years
- Overview of scrap generating sources in the Middle East region – how much is available and from where
- The availability of scrap to major import countries – where are Middle Eastern scrap going to?
- New markets focus – India a major client due to proximity?
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| 15.45 | Speed networking
A hit with singles across the world, now you can meet the key players in your industry in a brief but fun environment! Through a rotating cocktail table format you will get to meet all your fellow attendees face-to-face in just 30 minutes. Bring plenty of business cards along for a fast and furious interactive session.
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| 16.15 | Afternoon refreshments |
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| 16.45 | Panel discussion: Supply vs. Demand: Developing a sustainable and healthy industry - the roles of the government, manufacturers and recyclers
- The last few years have seen major increase in steel, aluminum and copper production from developing countries fuelling the demand for scrap metal. What will happen once production in these countries cool down?
- Determining the factors for sustainable development
- Examining the roles of government, producers and recyclers in sustaining the state of the industry
- Assessing the global market: Key demand and supply – Where are they coming from?
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| | T V Narendran, Deputy President, Operations, NatSteel Asia, Singapore John Harris, Director, Raw Materials, Arcelor Mittal Steel, USA Xu Lei, CEO, China Scrap Metal, China Jianming Zhao, Director General, Tai Cang Port Secondary Resources Importing & Processing Zone, China K.S.S. Murthy, Hon. Gen. Secretary & Emeritus Fellow, Dept. of Mechanical Engg., Aluminium Association of India
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Day Two Tuesday 7 November 2006
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| 08.55 | Organiser's welcome remarks |
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| 09.05 | Chairperson's opening remarks
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| | K.S.S. Murthy, Hon. Gen. Secretary & Emeritus Fellow, Dept. of Mechanical Engg., Aluminium Association of India
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| Scrap prices and futures |
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| 09.10 | Scrap futures: Making a business sense of what was once
"mission impossible"
- Justifying the business case for scrap futures in the commoditytrading place
- Mitigating trading risks in scrap futures – tools and special purpose vehicles
- What can the industry expect to see down the road
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| 09.40 | The price of scrap and China’s role in influencing future price forecast
- Understanding the pattern of metal price shifts
- Technical and fundamental analysis of scrap metal prices
- Is China the main reason behind high prices?
- As China becomes a net exporter of steel and other metals, how will scrap prices perform?
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| | Xizeng Zhou, Vice President and Steel Analyst, CITIC Securities, China
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| 10.10 | Panel discussion: Commodity price volatility isn’t over: Understanding key trading and hedging fundamentals to manage the volatility of scrap metal prices
- Using available financial instruments to manage risks and maximise profit
- How will the advent of ferrous scrap futures change the future of scrap trading?
- Scrap exchanges and e-trading platforms – What are the roles of these intermediaries moving forward?
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| | Xizeng Zhou, Vice President and Steel Analyst, CITIC Securities, China Viresh Oberoi, Managing Director & CEO, Metal Junction (A SAIL-TATA JV), India Ramesh Iyer, Assistant Vice President, Product Development, National Commodity and Derivatives Exchange, India Loewe Cai Luoyi, Head of Research and Senior Commodity Analyst, China International Futures (Shanghai) Co, China
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| 10.50 | Morning refreshments |
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| TECHNOLOGY INNOVATION IN RECYCLING / PRODUCTION PROCESSES
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| 11.10 | Case study: Steelmaking evolution in India: Sophistication
and technology scenario changes over the years
- Evaluating the steelmaking processes – BOF vs. EAF vs. IF
- India is the only country using induction furnace for secondary steel production – Weighing the pros and cons of IF production
- IF as a realistic alternative to EAF in the high scrap price environment – Justifying the IF process
- Future developments in India steelmaking
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| | H C Kharkar, Vice President, Coke, Sinter, Tata Steel, India
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| 11.50 | The quest for a green industry: China’s technological
advancement in metal making and commitment to
environmental protection – Where are we now and where we
need to be
- Evaluating the environmental cost to China on pollution brought about by heavy industrialisation
- Aligning national "Energy and Environment" initiative – Government's latest move to prevent energy supply shortages and slow environmental degradation
- Examining the industry’s commitment and compliance to better technology utilisation and stringent environmental initiatives
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| | Yougu Lin, Information Department Manager, Jinheng Future Brokerage, China
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| 12.20 | Case study: Ensuring safe material handling and preventing
radioactive contamination in scrap recycling and steel
manufacturing
- Examining the costs of radioactive contamination in scrap recycling and metal manufacturing: economic penalties and threats on environmental and personal health
- A look at some cases of radioactivity found in scrap recycling from different regions of the world
- Evaluating available preventive measures and tools to significantly reduce the risks of radioactive contamination in scrap recycling and metal manufacturing
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| | George Yan, Vice President, EHC Detection System, Canada
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| 12.40 | Networking luncheon for speakers and delegates |
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| 13.40 | Modernisation of steelmaking in Turkey: Investment into
electric steelmaking
- Privatisation of state-owned integrated mills in Turkey – Efforts to re-engineering the steel industry
- Investments into Turkey EAF plant – Examining foreign and domestic investment appetite
- Making wise investment decisions – What to look out for in Turkey steel investment
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| | Ugur Yilmaz, Vice President, Operations, Isdemir, Turkey
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| INDUSTRY CONSOLIDATION AND ITS IMPACT ON FUTURE PROCUREMENT OF RAW MATERIALS |
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| 14.10 | Panel discussion
It’s (becoming) a small world: Determining the impact of
industry consolidation on the future business landscape for the scrap metal industry
- How will consolidation across the scrap recycling and metal manufacturing realm impact the global business landscape between recyclers and producers?
- Is the outlook for scrap/metal markets really so lucrative to justify further acquisitions and consolidation in the industry or is it peer pressure that is driving a wave of acquisition?
- Expanding too fast too furious? What are the investment risks and pitfalls to look out for?
- What are the investment and M&A trends to be expected? Will consolidation lead to market monopolization and how will that shift in power affect demand, supply and price?
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| | T V Narendran, Deputy President, Operations, NatSteel Asia, Singapore Jiansheng Sun, General Manager, Sinosteel Raw Materials Co, China
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| 14.50 | Chairman's summary |
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| 15.00 | Afternoon refreshments |
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| 15.15 | SITE TOUR to Taicang Port Secondary Resources Recycling Zone
Presented by: Zhao Jianming, Director General Tai Cang Port Secondary Resources Importing and Processing Zone, China
Taicang Port Secondary Resources Importing & Processing Zone of China is the zone that is authorised and designated by Chinese government and specialises in the recycling and processing of imported scrap resources. The zone is divided into: treatment and recycling of used electrons, recycling zone for scrap metals, recycling zone for scrap plastics, manufacturing zone for environmental protection facilities and research and manufacturing zone for new materials.
The planned area for the Zone is 10 square kilometres, out of which 3 square kilometres has been developed. 38 enterprises from the US, Japan, Canada, Britain, Singapore, Malaysia, Taiwan, Hong Kong etc. have made a total investment of 2.6 billion USD. The Zone is adjacent to Taicang Port, thus enjoying convenient transportation. The infrastructure inside the Zone is also very complete. So the Zone is one of the few ideal places in China for secondary metals recycling and utilisation.
Mr. Zhao will guide us on a tour of the recycling ground and elaborate on the process and technology for recycling in his Zone.
Agenda 3.00 Gather at hotel lobby for coach departure 3.15 Coach departs from hotel lobby for Taicang Recycling Zone 4.30 Arrive at Taicang Recycling Zone and begin guided tour 6.00 Coach departs Taicang for Hotel InterContinental
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