议程

Pre-conference fieldtrip: Tuesday, May 29, 2018

5:00PM Optional fieldtrip to Vale Totten Mine in Sudbury (subject to limited availability)

In this two day field trip we will head out to Vale's Totten Mine - the first new Vale mine in the Sudbury Basin in over 40 years. Guests will travel thousands of feet below the earth's surface to enjoy a full underground experience.

For more information please click on the following link: Field trip

Day 1: Thursday, May 31, 2018

8:00AM Registration Opens
9:00AM Chairperson opening remarks
9:05AM Welcome address from Vale

Session 1: Executive panel discussion - Producer perspectives

9:15AM Industry trends: Is nickel back on track?
  • Bullish vs bearish sentiment: What is the realistic outlook for 2018?
  • Has the long expected deficit finally materialised?
  • What do current prices mean for producers' margins?
  • Short term and long term vision: How will the EV boom affect the nickel market?
Mark Selby, President and CEO, Royal Nickel Corporation
Denis Sharypin, Head of Market Intelligence, Norilsk Nickel
Robert Morris, Executive Vice President, Marketing and Sales, Base Metals, Vale
John Eastwood, Head of Sales Nickel, Anglo American Marketing Limited
10:45AM Networking refreshment break

Session 2: Major trends and price forecasts

11:15AM The state of the nickel market: An overview of global supply and demand
  • Global nickel output 2017: A breakdown by nickel grade and regional markets
  • What kind of nickel products are experiencing tightness in supply? What is driving their demand?
  • What regional markets and end-user industries are most likely to fuel demand in 2018?
  • Overview of production processes: Exploring varying technologies and their cost-efficiency
11:45AM Pricing trends: What can we expect for 2018 onwards?
  • Does the current economic climate support overall growth for base metals?
  • What were the determinant factors in shaping 2017 nickel prices?
  • Is significant price volatility to be expected this year?
  • Will this year's market see an increase in cancelled warrants? What prices will incentivise this?
  • How is the predicted split in price between class 1 and class 2 nickel likely to develop?
Daniel Ricica, Partner-Energy and Natural Resources, KPMG
Jim Lennon, Managing Director, Red Door Research
12:30PM Networking lunch

Session 3: The new era of nickel

1:45PM The EV revolution: What is the global pace and scale of market expansion?
  • Looking at the time frame for market implementation: Will current predictions be met?
  • Which countries are leading the way in EV market share? What policies are working?
  • How will EV production in China evolve in the near future?
  • What are the major challenges for substantial EV growth to take root? How are they being addressed?
Srinath Rengarajan, Senior Automotive Research Analyst, Oliver Wyman
Fred Ni, President, Hexagon Sales (Former Vice President, BYD Americas)
2:45PM The future of nickel: Nickel sulphate production and growth predictions
  • What are the current figures on nickel sulphate production and demand?
  • How will demand for nickel sulphate evolve in the next coming years?
  • Which feedstocks and production processes available are the most cost-effective for nickel sulphate production?
  • What kind of contracts are now being established between producers and battery manufacturers?
  • How will the new nickel sulphate supply chain look like?
Denis Sharypin, Head of Market Intelligence, Norilsk Nickel
3:15PM Networking refreshment break
3:45PM Supplying the EV battery market: Will nickel supply meet growing demand?
  • How is the future demand for class 1 nickel affecting producers' growth strategies and capex?
  • Will producers be able to meet growing demand for battery-grade nickel, given current underinvestment on the supply side?
  • Are current prices high enough to incentivise new projects?
  • How will the expected price split between class 1 and class 2 nickel affect the market?
Ken Hoffman, Client Development Executive, McKinsey & Company
4:15PM Supplying the EV battery market: Will cobalt supply meet growing demand?
  • How will cobalt supply meet growing demand?
  • What are the main challenges currently faced by the cobalt supply chain?
  • Is cobalt considered an attractive investment opportunity?
  • An overview of current global production and upcoming projects
  • How can nickel projects optimise cobalt production?
Justin Cochrane, President and COO, Cobalt27
4:45PM End of day one and networking reception

Day 2: Friday, June 1, 2018

8:00AM Registration opens

Session 4: Special Focus - EV batteries

8:30AM Li-ion batteries and alternatives: What progress has been made in R&D?
  • What is the current pace of R&D on EV batteries? What are the most important factors that are currently shaping the EV battery race?
  • Nickel's reputation in the EV boom: How firmly established is nickel as a cathode battery material?
  • What are the major threats to nickel-rich batteries? What are the emerging alternatives?
  • Will the use of cobalt in EV batteries ultimately decline? How will it be replaced?
Moderator: Jon Hykawy, President, Stormcrow Capital
Sankar DasGupta, CEO, Electrovaya
Senior Representative, BASF
9:30AM Recycled EV batteries: What are the implications for primary nickel?
  • What are the latest developments in recycling EV batteries?
  • Are recycled EV batteries expected to become an important source of nickel units?
  • How will battery recycling affect demand for primary nickel?
  • What are the greatest opportunities and challenges currently faced by EV battery recyclers?
Ajay Kochhar, President and CEO, Li-Cycle Corp

Session 5: Global supply and demand dynamics

10:00AM The stainless steel scrap market: An overview of availability and consumption
  • What was the availability of scrap in 2017? What can we expect in 2018?
  • How does the consumption of stainless steel scrap compare to demand for raw materials?
  • Where will future supply of scrap come from? When can we expect scrap supply from China to materialise?
Filipe Manjolinho Costa, Managing Director, Cronimet Envirotec GmbH
10:30AM Networking refreshment break
11:00AM Stainless steel perspective: Assessing global production and demand in 2018
  • Will 2018 see a global growth in demand? What regions and end-user industries will fuel this growth?
  • What production volumes and prices can be expected for the coming year?
  • How does the current volatility in nickel prices affect stainless steel producers? A closer look at alloy surcharge variations
  • Where are global policy trends headed, in terms of protectionist measures?
Anil Shah, President, Ni-Met Metals Inc
Brad Beauchamp, Vice President, Global Stainless Steel Inc
Antti Saarela, Manager - Market Intelligence, Outokumpu OYJ
11:45AM Regional focus: An overview of the nickel market in China
  • The state of the Chinese NPI market: Production, imports and consumption
  • How will recent changes in China's import taxes for refined nickel and nickel sulphate affect its supply chain?
  • Is demand for higher grade nickel in China on the increase? Where will the Chinese market supply it from?
12:15PM Regional focus: NPI and stainless steel production in Indonesia
  • What has been the effect of the relaxation on Indonesia's export ban since early 2017?
  • How will the renewed ramp-up of NPI production in Indonesia affect nickel prices?
  • How is Indonesia's domestic consumption of NPI going to affect the Chinese nickel supply-chain?
  • Indonesian stainless steel exports: What quantities are being exported and to where?
  • What impact will Indonesian stainless steel production have on stainless steel prices and demand for nickel?
  • Can Indonesia enter the market for battery raw materials? How quickly and at what cost?
Jim Lennon, Managing Director, Red Door Research
12:45PM Regional focus: Update on the Philippines' mining regulations
  • What is the current status on government mine closures? How has this affected production?
  • Overview of nickel ore exports in 2017, going forward to 2018
  • How are recent changes in supply and demand dynamics in Indonesia affecting the Philippines?
Koichi Ishihara, Vice President - Marketing and Procurement, Nickel Asia Corporation
1:15PM Close of conference and networking lunch

* 活动内容有可能不事先告知作更动及调整。

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