2020년 2월 27-28일
태국, 방콕, The Peninsula Bangkok Hotel

Argus Asia Ferrous Conference


아젠다

철강 업계 공급망에 영향을 미치고 있는 세계와 아시아 지역의 동향

Start End
  • 08:00
  • -
  • 09:00
  • 등록, 아침식사
  • 09:00
  • -
  • 09:10
  • 의장 개회사, 반트러스트법에 관련된 주의사항 확인 Tim Hard - Senior Vice President - Metals, Argus Media
  • 09:10
  • -
  • 09:40
  • 현재의 거시경제 환경에서 비지니스 기회 발굴
  • Global macroeconomic outlook and steel economics 
  • Short-range steel growth outlook in emerging economies 
  • China steel outlook and forecast on its continued impact on the global steel sector 
  • 09:40
  • -
  • 10:10
  • 철강 업계의 1년:불안정한 추세의 2019년 시장과 2020년 전망 Serafino Capoferri - Commodity Strategist, Macquarie Group
  • A look at the ferrous market developments in 2019, and expectations for 2020 trade flows, capacities, supply and demand 
  • Mining for opportunities in growth sectors and markets, amidst slowing global economy, market volatility, and uncertain trade environment 
  • Global overcapacity and weakening demand – how would this translate for miners, millers, and traders? 
  • 10:10
  • -
  • 10:50
  • 패널 디스커션:철강과 관세 - 온실가스 배출 규제 및 미중 무역마찰 등 철강 업계를 둘러싼 문제가 해결되는 시기
  • Markets digest IMO2020 and Section 232
  • Will Europe succeed in exporting carbon tariffs?
  • Has the industry hit peak tariff?
  • 10:50
  • -
  • 11:20
  • 오전 네트워킹 브레이크

수요 확대의 원동력 부문:건설, 자동차, 제조

Start End
  • 11:20
  • -
  • 11:45
  • 아시아 지역에서 인프라 시장 성장의 원동력
  • Key infrastructure markets outlook: China, Japan, India, Singapore
  • Funding flows from government stimulus and Public-Private Partnerships fuelling infrastructure growth
  • Emerging Asian economies with biggest infrastructure growth potential

  • 11:45
  • -
  • 12:10
  • 민간 건설 사업:장기적인 성장의 원동력이 되고 있는 업계의 상황
  • Residential properties – will residential construction over-investment still spill over into the next decade?
  • Retail property development pipeline health, considering disruptions in traditional retail business models
  • Will tourism and hospitality developments help buoy the region’s commercial construction growth?
  • 12:10
  • -
  • 12:35
  • 자동차 부문에서의 곤경 탈피 동향과 중심점
  • Asia automotive sales statistics and market outlook
  • Steel tariffs’ impact on automotive production, import-export volumes, and supply chains
  • Will electric vehicles production spur growth for Asia’s auto sector?
  • 12:35
  • -
  • 13:00
  • 철강 업계의 동향과 중국에 대한 영향
  • White goods and industrial manufacturing outlook for Asia
  • Will todays China-centric tariffs stimulate domestic manufacturing and logistics infrastructure growth in other Asia economies?
  • Where will manufacturing activity shift to from China?
  • 13:00
  • -
  • 14:30
  • 네트워킹 런치

무역, 공급망, 수요 역학, 제조를 포함한 철강 생산 현황

Start End
  • 14:30
  • -
  • 15:00
  • 원료탄:여전히 호황을 보이는 시장과 냉각화 징후 Ted O'Brien - Vice President - Asia Pacific Operations, Xcoal Energy & Resources
  • Coking coal supply and demand drivers for 2020
  • How much will ferrous scrap usage eat into coking coal’s demand and value?
  • How far a threat is the hydrogen initiative to coking coal today?
  • 15:00
  • -
  • 15:30
  • Hyundai Steel의 스크랩 조달 전략 Park Yee Ho (Brian) - Manager - Overseas Scrap Procurement Team, Hyundai Steel

As the largest ferrous scrap consumer and leading electric arc furnace mill in South Korea – the world’s 2nd largest scrap importer after Turkey – Hyundai Steel holds a key place in the region’s ferrous scrap market. As a testament to this, Hyundai’s bidding for Japanese scrap is said to be the benchmark for East Asian scrap market.

In this session, Hyundai Steel’s Overseas Scrap Procurement Team Manager shares their scrap procurement strategy and outlook for ferrous scrap, as he leads his team of 10 purchasing agents buying about US$4 billion in scrap feedstock annually across Japan, Russia, America and EU markets.

  • Hyundai Steel’s Asia ferrous scrap outlook and procurement considerations
  • Developing an Artificial Intelligence-powered verification system for enhanced scrap quality assessment
  • 15:30
  • -
  • 16:10
  • 패널 디스커션:철광석 부문의 새로운 동향 Argus, Anglo American
  • Understanding iron ore trade’s structural change into a de-commoditized, grade-driven market
  • What opportunities can miners leverage on iron ore demand shifts?
  • Iron ore indexation 2.0

Panelists:

  • Siddarth (Sid) Aggarwal, Manager – Market Analysis (Iron Ore & Ferrous Trading), Anglo American
  • 16:10
  • -
  • 16:40
  • 오후 네트워킹 브레이크

아시아 지역의 주요 철강 시장 분석

Start End
  • 16:40
  • -
  • 17:05
  • 한국
  • 17:05
  • -
  • 17:30
  • 일본
  • 17:30
  • -
  • 18:00
  • ASEAN 국가의 시장에 관한 패널 디스커션
  • 18:00
  • -
  • 18:10
  • 의장 총괄 Tim Hard - Senior Vice President - Metals, Argus Media
  • 18:10
  • -
  • 20:00
  • 리셉션

공장과 광산의 조업, 철강 생산, 제조, 물류 분야의 기술 혁신

Start End
  • 08:30
  • -
  • 09:25
  • 아침식사
  • 09:25
  • -
  • 09:30
  • 의장 인사, 반트러스트법에 관련된 주의사항 확인 Tim Hard - Senior Vice President - Metals, Argus Media
  • 09:30
  • -
  • 10:00
  • 혁신적 기술(transformative technologies)을 통한 미래의 철강 업계
  • Unearthing new value and efficiencies with digital innovation and business automation, from pit-to-port to people and processes
  • Utilising technology to drive the transition towards lower-carbon emissions
  • Preparing for the industry’s workforce of the future
  • 10:00
  • -
  • 10:20
  • 기조 세션:스마트 광산 조업으로의 이동
  • Leveraging on automation cost savings and operational efficiencies to offset the increasing upkeep of generational mines
  • What technologies yield the most value and returns when applied to mining operations?
  • 10:20
  • -
  • 11:00
  • 패널 디스커션:지속가능성과 철강 - 저탄소 업계의 실현에 필수적인 단계
  • How will sustainability initiatives and green steel affect demand for traditional steel inputs?
  • Maintaining a Social License to Operate in the face of increased scrutiny from governments, interest groups, end-consumers, and shareholders
  • Green Steel: will legislation bring forward technological change?
  • 11:00
  • -
  • 11:30
  • 오전 네트워킹 브레이크

철광석의 거래와 가격결정에 큰 영향을 미치는 방법과 기술

Start End
  • 11:30
  • -
  • 11:55
  • 기조 세션:핀테크와 철
  • How fintech is improving commodities trading in times of market uncertainty
  • Why fintech is different from the conventional finance approach
  • Enabling better decision-making through data-driven insights via fintech platforms
  • 11:55
  • -
  • 12:20
  • 철광석 거래와 블록체인 - 페이퍼리스 거래로의 이동
  • Digitalising a centuries-old, paper and process-heavy, $16 trillion global business with distributed ledger technology
  • Addressing challenges in DLT adoption, disaggregation, and speed-to-market
  • Data over documents: where do current compliance and regulations stand on the admissibility of paperless trade?
  • 12:20
  • -
  • 12:45
  • 선물시장의 미개척 분야
  • Increasing importance of Futures for hedging and risk management considering supply and demand volatility and uncertainty in ferrous markets
  • Methodology for ferrous futures to augment your purchasing strategy
  • Scrap futures to complement the growing demand for ferrous scrap feedstock
  • 12:45
  • -
  • 14:00
  • 네트워킹 런치

아시아 지역과 세계 각 지역 주요 철강 시장의 분석

Start End
  • 14:00
  • -
  • 14:25
  • 아메리카
  • 14:25
  • -
  • 14:50
  • 중동·북아프리카·터키
  • 14:50
  • -
  • 15:15
  • 인도
  • 15:15
  • -
  • 15:55
  • 패널 디스커션:중국의 현재 철강 업계 체제와 세계 시장에 대한 영향
  • China’s steel sector consolidation – near and long-term effects on global inputs, steel pricing, supply & demand patterns
  • Will stimulus spending and tax breaks be enough to revive steel-intensive sectors?
  • Is China heading towards a ‘scrappage era’?
  • 15:55
  • -
  • 16:00
  • 의장 폐회사 Tim Hard - Senior Vice President - Metals, Argus Media

* 주최측 사정에 따라 사전 예고없이 프로그램이 변경될 수 있습니다.