2nd Coaltrans East Asia Networking Forum
2014년 9월 24 - 25일
개최지 : 한국 서울, 리츠칼튼호텔
첫째날 - 2014년 9월 24일(수)
08:00 등록 및 커피
08:55 환영사 및 개회사
Sarah Robertson, Head of Conference Production, Coaltrans Conferences Ltd
09:00 10:30 정부기관 임원 기조 강연
Chairs opening remarks
Strategies for reducing Koreas exposure to international coal markets
Increasing investment in thermal and metallurgical coal projects Which are currently of greater interest?
Overview of the financial options available when looking to invest in a minerals project overseas
Creating strategic partnerships with international project developers What are the lessons learned to date?
Dr. Jung-Sik Koh, President and Chief Executive Officer, Korea Resources Corporation (KORES)
Managing South Koreas energy mix Evaluating the options
Expected role of coal within Korea's fuel mix for the 7th Energy plan
Future outlook for development of nuclear power in South Korea
Building presence of IPPs within South Korea's energy generation portfolio - Will they continue to be given opportunities?
10:15 Q&A 및 논의
11:00 12:45 석탄업계 현황에 관한 토론
These tables will be a combination of discussion and networking. Each discussion table leader will make a 10 minute introduction before leading a following 40 minutes group discussion. Combined, this allows for 50 minutes at a roundtable, before delegates are invited to at tend a second, different roundtable that will follow the same
format. Each roundtable allows for up to 10 participants in total and places are offered on a first-come, first-served basis.
Latest developments in the Chinese coal market Perceived impact on East Asia
Likelihood of the Chinese Government introducing an import ban
Outlook on greater focus being given to the environmental impact of coal - Evaluating the sustainability of the targets
Chinas rail capacity Is it likely to be a weakness within the domestic supply chain moving forward?
Mark Gresswell, Director and Chief Analyst, Salva Report
Coal mining and the regulators What are they doing to your industry?
The changes which have already been made and those which might be coming How do they impact the viability of the coal sector?
Windfall profits taxes, capacity constraints, carbon taxes, red and green tape, export restrictions, foreign ownership restrictions
Is it creeping resource nationalism, the slow decline of the industry or appropriate and sensible conservation of resources and national wealth?
Just how significant is the impact? Will it get worse? Will any of it be reversed?
Barry Irwin, Partner, Allen & Overy (Asia) Pte Ltd
Creating transparency in the market via the commoditisation of coal
Overview of coal derivative products available to the Asian market
Timeline for growth in Asia Pacific market What can be learnt from the European market?
Medium term trends and impact on market dynamics
Guillaume Perret, Founder and Director, Perret Associates
Freight and how the GENCOs can use the rates strategically
Analysing strength and weakness of CFR and FOB
Opportunities to be strategic in use of chartered vessels
Relationship between freight and Individual Consumption Tax How is this diversifying the GENCOs procurement strategies?
Coal market outlook What is the future?
Long term trends and short term developments
When will the coal market bottom out?
Fabio Gabrieli, Director Dry Bulk Analysis and Strategy, Mercuria Energy Trading
Future of coal trading Where are the opportunities?
Understanding the role of coal trading in shaping the market
Creating critical relationships throughout the supply chain to ensure the logistical advantage
Establishing offtake agreements Which markets are keenest to work with traders?
Gerry Feerick, Director, Energy Complex, Noble Resources International Pte. Ltd.
Creating a risk management strategy to ensure competitiveness in tough market conditions
Evaluating leading challenges when sourcing coals both in current market conditions and more specifically in a producers' market
Preference to diversify supply Getting the balance in the breakdown
Overview of alternative options for managing the risk associated with coal procurement
Strategies for successfully marketing coals to the Korean GENCOs'
Insight into the Korean GENCOs' mindset What are the fuel teams aiming for?
Opportunities for developing a strong reputation throughout the South Korean market
New projects being brought on stream Ability to take advantage of the expected extra demand
Steve SM Kwon, Chief Executive, Coal & Energy Marketing Co. (Coen) Energy Consumption Forecast
12:45 네트워킹 런치
연료탄 생산업체 패널
With South Korea wholly dependent on importing coal from overseas to ensure that they suffer from no further blackouts, this session will provide a platform for each of the leading supplier markets to be represented.
Topics to be discussed by the panellists include:
Potential export ban out of Indonesia
Australias improved exchange rate and what this means for future production
Prospects of more US coal finding its way into the East Asian markets
Outlook of the Individual Consumption Tax for the key suppliers
Rob Brown, Vice President, Business Development, Usibelli Coal Mine, Inc.
Philip Gasteen, Head, Marketing, Sales and Logistics, BMS Coal Sales Pte Ltd (a subsidiary of Banpu Public Company Limited)
Hank Yoo, Senior Vice President, Samtan Co., Ltd
15:45 인덱스 및 가격결정 워크샵
Platts will host a workshop that will explore the growing presence of indices in the Pacific market and how your company can take advantage of such developments in the market.
Topics to be discussed include:
Index based pricing options in Asian coal markets
The new common ground 5500 kcal/kg
James OConnell, Editorial Director, Coal, Platts
Deepak Kannan, Managing Editor, Asia Coal, Platts
Join us at this traditional Korean-themed evening that will allow you to network with new and existing clients in a more informal setting.
둘째날 - 2014년 9월 25일(목)
09:00 등록 및 커피
09:25 환영사 및 개회사
Louisa Pratt, Conference Manager, Coaltrans Conferences Ltd
09:30 11:00 관련 기업 임원 기조 강연
Chairs opening remarks
Jim Nicholson, Senior Vice President Asia, Argus Media
Outlook from a GENCO The future of coal
Diversifying the energy generation matrix Fossil fuels versus renewable energy
Maintaining coal as a competitive source of fuel What are the options?
Prospects for new projects Potential timelines and expected impact on coal procurement strategies
Joo Oh Chang, President and Chief Executive Officer, Korea East-West Power Co., Ltd (EWP)
Reacting to the Individual Consumption Tax Experience to date
Securing supply Key strategies in current markets
Co-ordinating procurement and freight Analysing suppliers which offer the most competitive package
Sourcing from new suppliers Criteria that must be met
Yong Jae Lee, Vice President, Korea South-East Power Co., Ltd (KOSEP)
Growing the presence of Independent Power Producers (IPPs) in the South Korean market
Role of IPPs in the current mix What is their future?
Impact of the tax for IPPs Is it making new projects less economical?
Expected changes to boiler designs as a result of the tax
Hyuk Seo Koo, Vice President, Coal Division II, LG International
Traditional purchasing strategies of South Korean cement producers
Maintaining critical supplier relationships Keeping diversity
Diversifying fuel sources What are the alternatives to coal?
Role of Russia in replacing China How this market remains a competitive option?
Jae Boem Park, General Manager, International Business Team,
SsangYong Cement Industrial Co., Ltd
11:30 13:00 - 연료탄과 야금용 석탄(METALLURGICAL COAL)에 관한 그룹 토론
Roundtable places are offered on a first-come, first-served basis.
Sourcing and supplying biomass Adjusting the mix
Who are the key suppliers of biomass for the Korean GENCOs?
Challenges in sourcing the correct grade for the boilers requirements
Ensuring the correct storage facilities are in place to accommodate biomass supplies
Combining financial options and Renewable Portfolio Standards
(RPS) to keep the use of biomass competitive
Marco Terruzzin, Managing Director, Evolution Markets Inc.
Coal derivatives Applications in the Korean market
Overview of derivative products available to the Asian market and possible Asian market evolution
How new coal derivative instruments can be incorporated into traditional fuel supply practices, and some potential benefits from doing so
Organisational capabilities necessary to use derivatives
Jon Cameron, Managing Director, RWE Supply & Trading Asia-Pacific Pte. Ltd
Indonesia The bigger picture
RKAB, DMO and possible export ban How can it ensure that it maintains its position as a leading thermal coal producer?
Infrastructure developments Overcoming challenges of extreme weather
Managing Indonesian coal qualities to better suit the demand of cement producers
Alan Nye, President Director, PT Britmindo
Quality Meeting the boilers' requirements, environmental restrictions and any production discrepancies
Preferred qualities What are the best strategies for accessing it?
Managing the quality throughout the supply chain
Negotiating discrepancies within Certificates of Analysis How much leeway is acceptable?
Opportunities to take advantage of increased presence of low rank coals
Richard Lihou, Energy Minerals Manager Europe, SGS Group Management Ltd
Outlook for global steel demand Where does South Korea fit?
Review of 2014 and possible uplift in the global steel markets
Impact of perceived growth in the developed countries What does this mean for the emerging markets?
Strength of specialised steel products How can South Korea take advantage of market trends?
Dr. Kwag, Changho, Chief Executive Officer and President, POSCO Research Institute
Developing a globally competitive coal asset Key factors to take into consideration
Strategies for ensuring access to equity and debt financing as appropriate
Taking into account fluctuations in coal price when establishing the cost of a project
Evaluation of logistics and infrastructure supporting a potential project Possible weaknesses
Determining the quality of the product to be marketed Strength in analysis from the earliest stages
Craig Parry, Chief Executive Officer, Tigers Realm Coal
Sourcing coking coals Determining what is economically right for the blend
Evaluation of global coking coal qualities worldwide
Incorporating anthracite, PCI, semi-soft coals What are the current trends and preferences?
Coking coal price to steel price - Managing the purchase of raw materials to maintain competitive margins
Benoit de Meulemeester, Chief Executive Officer, Mechel Carbon*
Challenges of current pricing preferences Where does the future lie?
Contract versus spot Examining which offers the most competitive prices
Impact of existing purchasing strategies on long term relationships
Lessons learnt from commoditization of iron ore Can coking coal expect to see the same uptake?
Daisy Tseng, Correspondent, Metal Bulletin Steel First
13:00 네트워킹 런치
14:30 컨퍼런스 폐막
* 주최측 사정에 따라 사전 예고없이 프로그램이 변경될 수 있습니다.