アジェンダ

1日目: 2019年9月11日(水)

8:00AM Registration opens
8:45AM Opening remarks from Fastmarkets
Violet Li, Pricing Reporter, Fastmarkets MB Asia
9:00AM Opening keynote address: The Indonesian nickel industry - challenges and opportunities
Arie Prabowo Ariotedjo, M.Sc, President Director, PT Antam Tbk

INDUSTRY DYNAMICS & PRICING

9:30AM The state of the Asian nickel industry: perspectives from the major players
  • What do the biggest global players see as the trends, challenges and opportunities in the Asian nickel market?
  • Regional developments impacting the Asian nickel market
  • Perspectives on EV adoption and the subsequent effect on Ni demand:
    • What does this mean for the nickel value chain in Asia?
  • Determining the potential to produce nickel sulphate from Asian laterite intermediates
  • Examining the environmental footprint of new battery-grade nickel projects in Asia, and the impact of environmental regulations on project development
  • Predicting the future role for Asian nickel in the global context

Moderator: Clive M Whittington, Managing Director, C.M.Whittington & Associates Ltd.
Steven Brown, General Manager Business Development & Corporate Specialist, PT Vale Indonesia Tbk.
Anton Berlin, Marketing Director, Norilsk
Mark Selby, President and CEO, RNC Minerals

SUPPLY & DEMAND

10:30AM Will there be sufficient nickel for the battery market to support the surge in global EVs and ESS demand? What role will Asia play?
  • Are low nickel prices a threat to OEMs’ ambitious EV plans?
  • Billions of dollars are being spent on battery factories and EV manufacturing plants, but will there be enough nickel to run these projects at capacity?
  • What options do OEMs have to ensure they have sufficient nickel supply? What are the pros and cons of these options?
  • Hopes are running high that Indonesia may have the answer to the nickel deficit issue: what is the chance of this?
  • Would an independent nickel sulphate price help to motivate the market?
William Adams, Head of Base Metals and Battery Research, Fastmarkets
11:00AM Morning networking break
11:30AM Pricing: what developments in Asian markets could impact global nickel prices?
  • Outlook: for how long could the current low price environment continue?
  • How is underlying demand for stainless steel, non-stainless applications and batteries in Asia influencing nickel prices?
  • How might projects in Indonesia determine future pricing for nickel?
  • If the Indonesia export ban gets reintroduced, will the market swing into deficit?
  • To what extent could US-China trade disputes impact nickel prices?
  • Determining the impact of the decline in cobalt prices on nickel prices
Violet Li, Pricing Reporter, Fastmarkets MB Asia
12:00PM Global update from the International Nickel Study Group

• Global nickel production and end-user consumption
• Updates on the latest nickel project developments, including Asia
• Potential new projects in the pipeline, in Asia and globally
• Future challenges and potential game changers for the industry

Ricardo Ferreira, Director of Market Research & Statistics, International Nickel Study Group

INDONESIA FOCUS

12:30PM Government and regulatory update - how is the Indonesian nickel industry faring under the new presidency?
  • How have the 2019 presidential elections affected the investment climate?
  • Update on smelter construction in Indonesia: could the completion deadline get extended again?
  • Examining the nickel ore export landscape:
    • Could the ban get reintroduced in 2022? What are the potential implications and how should the industry be preparing?
  • What does Indonesia’s growing current account deficit mean for energy policy and regulation?
Bill Sullivan, Foreign Legal Counsel, Christian Teo Purwono & Partners (in association with Stephenson Harwood)
1:00PM Networking lunch
2:30PM Stainless steel and NPI production in Indonesia
  • Update on current, new and planned NPI projects
  • What are the major challenges being faced in stainless and NPI production?
  • Examining the outlook for NPI and stainless demand, and Indonesia’s capacity to meet it: how realistic are capacity expectations?
  • Looking ahead, could Indonesia become the global centre for NPI and stainless steel production?
Greg Peacocke, Partner, McKinsey & Company
3:00PM Converting low grade laterite ore to battery grade in Indonesia and other markets
  • Understanding the processes and requirements for converting low grade laterite ore to battery grade
  • Why use HPAL? What are the benefits and constraints?
  • Case studies of successful HPAL projects
  • Examining Tsingshan’s plans for battery grade production: what needs to happen before the project can come online, and at what cost?
3:30PM Nickel ore mining in Indonesia: perspectives from the ground
  • Exploring the current global nickel mining environment in Indonesia: exploration, ore chemistries, mine operations
  • Future challenges and complexities in supporting business cases such as ferronickel smelters and HPAL plants
Robby Rafianto, Director, Harita Nickel
4:00PM Afternoon networking break

PHILIPPINES FOCUS

4:30PM Philippines: regulatory update and the potential of the Philippines’ laterite ore
  • Update on mining regulations in the Philippines
  • Examining export volumes of nickel ore from the Philippines, and how these are been impacted by Indonesia’s exports
  • Examining the viability of the Philippines’ laterite ore deposits and what this could mean for future production
George Bujtor, CEO, PT Electric Metals Indonesia

CHINA FOCUS

5:00PM China’s nickel market: notable dynamics so far in 2019
  • Outlook for demand in China: stainless, NPI and battery grade nickel
  • Stainless and NPI production in China: from where is the nickel being sourced, and in what form?
  • Given the growth in battery demand, where will China source its higher grade nickel?
  • Examining developments in nickel sulphate production in China, sourced from Indonesia: can it recreate the success of NPI?
  • How are environmental concerns and regulations impacting production in China?
Violet Li, Pricing Reporter, Fastmarkets MB Asia
5:30PM End of day one and networking reception

2日目: 2019年9月12日(木)

8:30AM Registration opens

END USER FOCUS: BATTERIES

9:15AM Trends and developments in China’s EV market
  • Mapping the landscape of the EV market in China:
    • Current levels of EV uptake and future growth projections
    • R&D investments and developments in battery technologies
    • Drivers and obstacles for widespread consumer adoption
  • What do the government’s recent subsidy cuts mean for automakers, battery-makers, consumers and nickel producers?
  • Looking ahead, will the Chinese EV market continue to dominate and call the shots, despite the trade war?
Ian Liu, Trader- New Energy Materials Division, Wanxiang Resources Co Ltd
9:45AM Update on Asian battery developments: what does the future look like for nickel?
  • Overview of the Asian battery market and its market share of global battery production
  • What types of battery are leading the way in the race to feed the EV revolution? How high is their nickel content?
  • The role of nickel vs cobalt in the battery of the future
    • Will the low cobalt prices continue, and push out nickel? Will low cobalt further delay the need for high nickel batteries?
  • How far is the Asian battery industry from using NCM811, and what are the implications for nickel?
  • What do Asian battery-makers look for in a raw material supplier?
Elaine He, Vice General Manager, CNGR Advanced Material CO., LTD
10:15AM Demand forecast for batteries and EVs in South East Asia
  • Updated EV outlook for 2019, focusing on South East Asia:
    • How will EVs and shared mobility impact road transport from now to 2040?
  • Battery metals demand forecast, focusing on nickel
  • South East Asia's role in the future of the EV supply chain, from raw materials to manufacturing
Allan Ray Restauro, Metals Analyst, Bloomberg NEF
10:45AM Morning networking break

COBALT

11:15AM Cobalt market dynamics and their potential impact on the nickel market
  • How is demand for cobalt set to increase due to EV and lithium-ion battery demand?
  • How does this compare to nickel sulphate?
  • Trends in nickel-cobalt by-production
  • The impact of cobalt credits on nickel projects
  • How could cobalt’s supply risk and corporate social responsibility risk impact new projects

END USER FOCUS: STAINLESS STEEL

11:45AM Global and regional outlook for stainless steel
  • Global outlook for stainless steel and price comparisons by market
  • Chinese stainless production vs. ROW stainless production
  • Exports between the US and Asia, and the impact of new duties and trade tariffs
  • Demand fundamentals - stainless steel use by end-use sector and growth forecasts
12:15PM Close of conference and networking lunch

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