议程

14:00 - 16:00
CRU Workshop - New Steel Market Paradigms

  • Costs and competitiveness in the US steel sector – implications for prices, profitability and margins

09:00 - 09:05
Chairperson's opening remarks

Chris Houlden, Research Manager, Semi-Finished & Finished Steel, CRU GROUP

09:05 - 10:30
Keynote session - Evaluating North America steel investments and opportunities

  • Comparing NAFTA economies and key demand sectors
  • Short terms trade relief vs. long terms de-regulated environment – implications for investment decisions

Kaylan Ghosh, President & CEO, Algoma
David Cheney, Chief Business Development Officer, Stelco
Jon Bolton, Chief Executive Officer, Liberty Steel

10:30 - 11:00
Refreshments

Jean Kemp, Senior Vice President Government Affairs and Trade Policy, Steel Manufacturers Association (SMA)
Alan Price, Partner and International Trade Group Practice Chair, Wiley Rein LLP

11:00 - 12:00
Panel discussion - How do you guide your business in a world of trade uncertainty?

  • Will increased economic pressure help to reduce the burden of global overcapacity?
  • How long will uncertainty persist and what impact will this have on investment decisions by mills?
  • Are trade flows in NAFTA likely to be affected long term by the current trade policy?
  • What impact will manufacturing offshoring have? 
  • To what extent will countries seek to circumvent the WTO retaliation process on 232 and what could the implication be?

Alan Price, Partner and International Trade Group Practice Chair, Wiley Rein LLP
Jean Kemp, Senior Vice President Government Affairs and Trade Policy, Steel Manufacturers Association (SMA)
TBA, Partner, Sidley Austin

16:05 - 17:05
Energy - Tube and Pipe

  • NA oil & gas exploration expectations and OCTG consumption
  • Forecasting the outlook in pipeline, gathering and other 5L
  • Chemical, construction and mechanical tubing outlook


Conrad Winkler, President and Chief Executive Officer, EVRAZ North America

09:30 - 10:30
Panel discussion - Market and price panel

  • To what extent will the US disconnect from global markets?
  • What is the impact of NAFTA renegotiation and 232 tariffs on trade flows in the NAFTA region?
  • Will US competitiveness be negatively impacted as a result of trade relief?
  • Price forecasts in key long and flat product markets


Curt Woodworth, Director, US Metals & Mining, Credit Suisse Equity Research
Josh Spoores, Principal Analyst, Steel, CRU GROUP

11:00 - 11:30
Spotlight session - Global overcapacity scenarios

  • Will US trade regulation increase economic pressure on steel producers in the rest of the world and decrease global oversupply
  • Or will increased domestic output exacerbate the problem?