아젠다

첫째날: 2019년 9월 17일(화)

8:50AM 개회사
9:00AM 세계의 일반탄 시장 전망

• How did we get here?
• What you may have missed in 2019
• Key drivers for change in the global coal trade flows and prices in 2020

Dr. Fabio Gabrieli, Director of Dry Bulk Analysis and Strategy, Mercuria Energy Trading
9:45AM 일본의 전력 시장:연료탄 수요 예측

• Overview of JERA as a JPU generating coal-fired electricity for TEPCO and Chubu
• Coal-fired power’s place within Japan’s energy mix
• Forecast for coal-fired power output and thermal coal demand
• Specifications of thermal coal required
• Ongoing coal-fired power projects and planned new projects
• Impact of deregulation of Japanese power sector
• Efficient thermal power generation and promotion of low-carbon technologies
• How biomass can be a complementary fuel to coal

Sunao Nakamura, Managing Executive Officer (Chief Operating Officer, Optimization Department), JERA Co., Inc.
10:30AM 네트워킹 브레이크
11:00AM 세계의 무역 흐름

• Impact of changing import levels in China
• Demand for high CV coal to Japan, Korea and Taiwan
• Supply of high quality thermal coal to North East Pacific
• Forecasting trade volumes and prices

Claire Pickard-Cambridge, Asia Solid Fuels Manager, Argus Media
11:30AM 광산 프로젝트에 대한 자금 확보 관련 문제 해결

• Challenges facing coal miners looking for financing
• Is there hope for coal financing?
• Impact on coal market of bankruptcies of mining groups

Lachlan Shaw, Director, Head of Commodity Research, National Australia Bank
12:00PM 호주:일본의 고품위탄에 대한 요구에 대한 대응

• Production outlook for the year ahead
• Availability of high quality Australian coal that can meet Japan’s coal specifications
• Can Australian coal prices be competitive within the Asian seaborne market?
• How is environmental pressure affecting new mining projects and availability of funding?

Tats Sakaguchi, Director of Marketing - Japan, Whitehaven Coal Limited
12:30PM 점심식사, 네트워킹
1:45PM 미국:아시아의 미국산 석탄 사례

• Comparison of coal production in Eastern vs Western America
• Can US coal prices be competitive in the East Asian market
• Place for US coal as Japanese buyers look to diversify their imports
• Challenges with US coal logistics: high rail and shipping freight rates
• How have US mine consolidations impacted

Dianna Ridgway, Senior Vice President - Research, Doyle Trading Consultants
2:15PM 동북아시아에서 수요가 성장하고 있는 러시아의 고품질 석탄

• Coal handling capacity & expansion plans at far eastern coal ports
• Specification of Russian coal
• Production & export forecast
• Rising freight rates making Russian coal comparatively competitive

Sergey Tyan, Head of Pacific Sales and Trading, Carbo One Ltd
2:45PM 인도네시아:저가 블렌드용 석탄의 꾸준한 공급

• Indonesian production, export and domestic demand update
• Specifications of Indonesian coal
• Blending of Indonesian coal in Japanese coal-fired power plants

Moderator: Keith Whitchurch, President Director, SMG Consultants
F Hary Kristiono, COO, PT Medco Energi Mining Internasional
Hendra Sinadia, Executive Director, APBI-ICMA
3:30PM 네트워킹 브레이크
4:00PM 운임의 예측과 수입 관련 문제

• Changing trade flows of seaborne coal to Japan
• Forecasting freight rates for the year ahead
• Analysing the effect of the IMO 2020 fuel oil ban on shipping market
• Challenges with getting financing for new vessels
• Trends for spot market against long term contracts

Henriette Van Niekerk, Head of Dry bulk Analysis, Clarksons
4:30PM 대만:동아시아 지역의 수요 변동

• How is environmental pressure influencing the energy mix in Taiwan
• Coal demand forecast for the year ahead
• Impact of aggressive limits on sulphur emission on Taiwanese coal imports

Camilla Liu, President, Dragon Energy Group
5:00PM 중국:수입량의 변화가 초래하는 영향

• How much of China’s 2019 coal quota is left?
• Forecasting Chinese imports for the rest of the year
• Impact of variations in Chinese import levels on price and supply of seaborne coal
• Impact of Chinese coal regulations on Asia coal market
• Are Chinese imports slowing down?

5:30PM 첫째날 총괄
5:35PM 리셉션

둘째날: 2019년 9월 18일(수)

9:20AM 개회사
9:30AM 원료탄 가격의 예측

• Overview of the Asian metallurgical coal market
• Identifying the primary drivers of metallurgical coal supply/demand in 2019-2020
• Where are metallurgical prices heading over the next year?
• Is increasing consumption of ferrous scrap a threat to coking coal prices?

Miriam Falk, Senior Commodity Analyst, Fastmarkets MB Research
10:00AM 일본의 원료탄 공급에 대한 위협

• Changing faces of mine ownership and new projects in pipeline
• New environmental liability legislation and impact of activist activity
• Challenges of securing new investment and financial assurity
• Current rail and freight issues and constraints

Gary Cochrane, Managing Director, Resource Management International Pty Ltd
10:30AM 네트워킹 브레이크
11:00AM 신뢰할 수 있는 석탄 공급망의 확보

• What is a responsible coal supply chain
• Using technology to improve efficiencies
• Who benefits and how?

Anne-Claire Howard, Executive Director, Bettercoal
11:30AM 석탄으로부터 수소를 제조하는 기술의 개발 구상

• What is coal to hydrogen?
• Why is this being used in Japan?
• How this project can support Japan with reducing emissions in the transport sector as well?
• Is there another break trough using this hydrogen?

Toshihiko Miyagawa, Representative Director, SAKURA Business Consulting Inc.
12:00PM 청정석탄 구상의 일환으로서 탄소 포집·저장 기술 활용

• Global Status of CCS Update
• Advantages of using CSS in your coal business
• Existing CCS projects in Japan

Hiroshi Nambo, Branch Representative - Japan, Global CCS Institute
12:30PM 폐회사
12:35PM 네트워킹 런치

* 주최측 사정에 따라 사전 예고없이 프로그램이 변경될 수 있습니다.

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