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Wednesday,14 August 2019

  • 8:30 AM Breakfast & Registration
  • 9:00 AM Welcome
  • 9:05 AM Coking Coal Supply Growth: Will There be Enough to Meet Anticipated Demand?

    Global coking coal demand is growing, fueled by growth predominantly in India and Asia. But with supply contoinuing to be so focused on Australia, is the current project pipeline sufficient to bring enough coal to market? What will be the role of US supplies amid the ongoing trade war? And will Russian supply growth continue?

    James Stevenson
    Senior Director, Global Coal, IHS Markit

  • 9:35 AM The Connection of China, Electric Vehicles, and the Global metals Market

    China's role and the shift towards decarbonisation will change the game for iron ore and base metals. At the same time, this may offer new opportunities for battery commodities. Which materials will power the new battery explosion and what is the potential for batteries beyond electric vehicles? We will also examine China's copper market, the rise in Nickel demand, as well as the complexities of lithium and the real future potential left for cobalt.

    Ken Hoffman
    Senior Expert, Basic Materials Institute, McKinsey

  • 10:15 AM Q&A and Closing
  • 10:30 AM Close
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