议程

第1天: 2019年9月17日(二)

8:50AM Coaltrans opening remarks
9:00AM Global Steam Coal Market Outlook

• 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 Japanese power: projecting thermal coal demand

• 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 Networking refreshment break
11:00AM Global trade flows

• 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 Overcoming challenges in securing financing for mining projects

• 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 Australia: Satisfying Japan’s need for high quality coal

• 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 Networking lunch
1:45PM USA: The case for US coal in Asia

• 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 Growing demand for premium quality Russian coal in North-East Asia

• 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 Indonesia: Steady supply of affordable coal for blending

• 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 Networking refreshment break
4:00PM Forecasting freight rates and import challenges

• 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 Taiwan: Charting fluctuating demand within East Asia

• 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 China: Impact of changing import volumes

• 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 Coaltrans Closing remarks
5:35PM Evening Reception

第2天: 2019年9月18日(三)

9:20AM Coaltrans opening remarks
9:30AM Coking coal price forecast

• 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 Threats to Japanese coking coal supply

• 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 Networking refreshment break
11:00AM Ensuring a responsible coal supply chain

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

Anne-Claire Howard, Executive Director, Bettercoal
11:30AM Coal to hydrogen initiative

• 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 Using carbon capture and storage as part of a clean coal initiative

• 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 Coaltrans Closing remarks
12:35PM Networking lunch

* 活动内容有可能不事先告知作更动及调整。

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