2020年2月27-28日
タイ、バンコク、The Peninsula Bangkok Hotel

Argus Asia Ferrous Conference


アジェンダ

鉄鋼業界のサプライチェーンに影響を及ぼしている世界とアジア地域の動向

Start End
  • 08:00
  • -
  • 09:00
  • 登録手続き、朝食
  • 09:00
  • -
  • 09:10
  • 議長による開会の挨拶、反トラスト法に関連する注意事項の確認 Tim Hard - Senior Vice President - Metals, Argus Media
  • 09:10
  • -
  • 09:40
  • 現在のマクロ経済環境におけるビジネスチャンスの掘り起こし
  • Global macroeconomic outlook and steel economics 
  • Short-range steel growth outlook in emerging economies 
  • China steel outlook and forecast on its continued impact on the global steel sector 
  • 09:40
  • -
  • 10:10
  • 鉄鋼業界の1年:不安定に推移した2019年の市場と2020年の展望 Serafino Capoferri - Commodity Strategist, Macquarie Group
  • A look at the ferrous market developments in 2019, and expectations for 2020 trade flows, capacities, supply and demand 
  • Mining for opportunities in growth sectors and markets, amidst slowing global economy, market volatility, and uncertain trade environment 
  • Global overcapacity and weakening demand – how would this translate for miners, millers, and traders? 
  • 10:10
  • -
  • 10:50
  • パネルディスカッション:鉄鋼と関税−温室効果ガス排出規制や米中貿易摩擦など鉄鋼業界を取り巻く問題が決着する時期
  • Markets digest IMO2020 and Section 232
  • Will Europe succeed in exporting carbon tariffs?
  • Has the industry hit peak tariff?
  • 10:50
  • -
  • 11:20
  • 午前のネットワーキングブレイク

需要拡大の原動力となっている部門:建設、自動車、製造

Start End
  • 11:20
  • -
  • 11:45
  • アジア地域におけるインフラストラクチャ市場成長の原動力
  • Key infrastructure markets outlook: China, Japan, India, Singapore
  • Funding flows from government stimulus and Public-Private Partnerships fuelling infrastructure growth
  • Emerging Asian economies with biggest infrastructure growth potential

  • 11:45
  • -
  • 12:10
  • 民間の建設事業:長期的な成長の原動力となっている業界の状況
  • Residential properties – will residential construction over-investment still spill over into the next decade?
  • Retail property development pipeline health, considering disruptions in traditional retail business models
  • Will tourism and hospitality developments help buoy the region’s commercial construction growth?
  • 12:10
  • -
  • 12:35
  • 自動車部門での苦境脱出に向けた動きと重要な方向転換
  • Asia automotive sales statistics and market outlook
  • Steel tariffs’ impact on automotive production, import-export volumes, and supply chains
  • Will electric vehicles production spur growth for Asia’s auto sector?
  • 12:35
  • -
  • 13:00
  • 鉄鋼業界の動向と中国への影響
  • White goods and industrial manufacturing outlook for Asia
  • Will todays China-centric tariffs stimulate domestic manufacturing and logistics infrastructure growth in other Asia economies?
  • Where will manufacturing activity shift to from China?
  • 13:00
  • -
  • 14:30
  • ネットワーキングランチ

貿易、サプライチェーン、需要の力学、製造を含めた鉄鋼生産の現状

Start End
  • 14:30
  • -
  • 15:00
  • 原料炭:依然として活況を呈する市場と冷却化の兆候 Ted O'Brien - Vice President - Asia Pacific Operations, Xcoal Energy & Resources
  • Coking coal supply and demand drivers for 2020
  • How much will ferrous scrap usage eat into coking coal’s demand and value?
  • How far a threat is the hydrogen initiative to coking coal today?
  • 15:00
  • -
  • 15:30
  • Hyundai Steelのスクラップ調達戦略 Park Yee Ho (Brian) - Manager - Overseas Scrap Procurement Team, Hyundai Steel

As the largest ferrous scrap consumer and leading electric arc furnace mill in South Korea – the world’s 2nd largest scrap importer after Turkey – Hyundai Steel holds a key place in the region’s ferrous scrap market. As a testament to this, Hyundai’s bidding for Japanese scrap is said to be the benchmark for East Asian scrap market.

In this session, Hyundai Steel’s Overseas Scrap Procurement Team Manager shares their scrap procurement strategy and outlook for ferrous scrap, as he leads his team of 10 purchasing agents buying about US$4 billion in scrap feedstock annually across Japan, Russia, America and EU markets.

  • Hyundai Steel’s Asia ferrous scrap outlook and procurement considerations
  • Developing an Artificial Intelligence-powered verification system for enhanced scrap quality assessment
  • 15:30
  • -
  • 16:10
  • パネルディスカッション:鉄鉱石部門の新たな動き Argus, Anglo American
  • Understanding iron ore trade’s structural change into a de-commoditized, grade-driven market
  • What opportunities can miners leverage on iron ore demand shifts?
  • Iron ore indexation 2.0

Panelists:

  • Siddarth (Sid) Aggarwal, Manager – Market Analysis (Iron Ore & Ferrous Trading), Anglo American
  • 16:10
  • -
  • 16:40
  • 午後のネットワーキングブレイク

アジア地域の主な鉄鋼市場の分析

Start End
  • 16:40
  • -
  • 17:05
  • 韓国
  • 17:05
  • -
  • 17:30
  • 日本
  • 17:30
  • -
  • 18:00
  • ASEAN諸国の市場に関するパネルディスカッション
  • 18:00
  • -
  • 18:10
  • 議長の総括 Tim Hard - Senior Vice President - Metals, Argus Media
  • 18:10
  • -
  • 20:00
  • レセプション

工場と鉱山の操業、鉄鋼生産、製造、物流の各分野における技術革新

Start End
  • 08:30
  • -
  • 09:25
  • 朝食
  • 09:25
  • -
  • 09:30
  • 議長の挨拶、反トラスト法に関連する注意事項の確認 Tim Hard - Senior Vice President - Metals, Argus Media
  • 09:30
  • -
  • 10:00
  • トランスフォーマティブテクノロジーが切り開く未来の鉄鋼業界
  • Unearthing new value and efficiencies with digital innovation and business automation, from pit-to-port to people and processes
  • Utilising technology to drive the transition towards lower-carbon emissions
  • Preparing for the industry’s workforce of the future
  • 10:00
  • -
  • 10:20
  • 基調セッション:鉱山の操業改善に向けた動き
  • Leveraging on automation cost savings and operational efficiencies to offset the increasing upkeep of generational mines
  • What technologies yield the most value and returns when applied to mining operations?
  • 10:20
  • -
  • 11:00
  • パネルディスカッション:持続可能性と鉄鋼−低炭素業界の実現に不可欠なステップ
  • How will sustainability initiatives and green steel affect demand for traditional steel inputs?
  • Maintaining a Social License to Operate in the face of increased scrutiny from governments, interest groups, end-consumers, and shareholders
  • Green Steel: will legislation bring forward technological change?
  • 11:00
  • -
  • 11:30
  • 午前のネットワーキングブレイク

鉄鉱石の取引と価格設定に多大な影響を及ぼす手法と技術

Start End
  • 11:30
  • -
  • 11:55
  • 基調セッション:フィンテックと鉄
  • How fintech is improving commodities trading in times of market uncertainty
  • Why fintech is different from the conventional finance approach
  • Enabling better decision-making through data-driven insights via fintech platforms
  • 11:55
  • -
  • 12:20
  • 鉄鉱石の取引とブロックチェーン−ペーパーレス取引実現に向けた動き
  • Digitalising a centuries-old, paper and process-heavy, $16 trillion global business with distributed ledger technology
  • Addressing challenges in DLT adoption, disaggregation, and speed-to-market
  • Data over documents: where do current compliance and regulations stand on the admissibility of paperless trade?
  • 12:20
  • -
  • 12:45
  • 先物市場の未開拓分野
  • Increasing importance of Futures for hedging and risk management considering supply and demand volatility and uncertainty in ferrous markets
  • Methodology for ferrous futures to augment your purchasing strategy
  • Scrap futures to complement the growing demand for ferrous scrap feedstock
  • 12:45
  • -
  • 14:00
  • ネットワーキングランチ

アジア地域と世界各地域の主な鉄鋼市場の分析

Start End
  • 14:00
  • -
  • 14:25
  • 南北アメリカ
  • 14:25
  • -
  • 14:50
  • 中東・北アフリカ・トルコ
  • 14:50
  • -
  • 15:15
  • インド
  • 15:15
  • -
  • 15:55
  • パネルディスカッション:中国の現在の鉄鋼業界の体制と世界市場への影響
  • China’s steel sector consolidation – near and long-term effects on global inputs, steel pricing, supply & demand patterns
  • Will stimulus spending and tax breaks be enough to revive steel-intensive sectors?
  • Is China heading towards a ‘scrappage era’?
  • 15:55
  • -
  • 16:00
  • 議長による閉会の挨拶 Tim Hard - Senior Vice President - Metals, Argus Media

* 不測の事態により、事前の予告なしにプログラムが変更される場合があります。