アジェンダ

プレカンファレンス: 2019年11月19日(火)

5:00PM CESCO Week Opening Party - Park Hyatt Hotel

Kick off CESCO week with drinks on us and a chance to connect with friends old and new as we get ready for the busy week ahead!

Park Hyatt Hotel, Shanghai

1日目: 2019年11月20日(水)

8:00AM Registration desk opens
8:55AM Opening Remarks
9:00AM Opening Address from Fastmarkets MB
Raju Daswani, CEO, Fastmarkets
9:15AM Address from the Chile Ministry of Mining
Baldo Prokurica, Minister Of Mining, Ministry of Mining Chile

Session I: What's new in copper?

9:30AM KEYNOTE PANEL: Expert insight into past, present and future market drivers
  • How has the market been behaving since the end of the price volatility? What effect has supply tightness had?
  • Where have new demand and supply side projects come online and can we anticipate any market disruption from within?
  • To what extent is copper production driven by the endorsement of green technologies, such as solar and wind power and electric vehicles?
Ruben Fernandes, CEO, Anglo American
Rui Shi, President Trading and Operations, Metal Challenge Global Trading Co Ltd
Jorge Gomez, CEO, Collahuasi
Zhicong Li, Deputy General Manager, Minmetals Nonferrous Metals Co Ltd
10:15AM Chinese copper market at home and abroad - is self-sufficiency the way forward?
  • What supply and demand dynamics are we currently seeing in China, and concerning which copper products?
  • To what extent are copper prices dictated by the US-China trade war? How is the yuan faring against the dollar?
  • How does the copper demand in China align with the government’s ambitious growth targets and plans for less reliance on imports?
  • Is the copper price incentivising investors?
Tracy Liao, Head of China Commodities Strategy, Citi
Bonnie Liu, Chief Executive Officer, GF Futures Hong Kong
Mark Loveitt, President, International Wrought Copper Council
11:00AM Networking refreshment break
11:30AM Copper and the LME: next steps for our market
  • LME view on the development of the copper market
  • Update on warehouse reform
  • Evolution of responsible sourcing for copper
  • What does the copper market of the future look like?
Matthew Chamberlain, CEO, London Metal Exchange
11:50AM Role of Exchanges: How are exchanges supporting and advancing the copper industry?
Ellie Wang, Base Metal Editor, Asia, Fastmarkets MB
Sachin Patel, Senior Director, Metal Products, Asia Pacific, CME Group
Yang Liu, Head of China Sales, London Metal Exchange
12:30PM Networking lunch break

Session II: The latest updates in copper demand: who is buying what?

1:45PM Buzz about batteries - how will the EV boom affect copper demand?
  • How has the ratio of copper cathode, copper concentrate and copper scrap imports changed in recent months? Why is this?
  • What is the availability of copper concentrate and how does this affect the strategy of smelters?
  • Are there any new end use opportunities on the horizon that would affect this ratio?
Eileen Hao, Independent Consultant, Eileen Hao Consultancy
2:15PM Comparing Chinese import patterns in copper cathode, copper concentrate and copper scrap
  • How has the ratio of copper cathode, copper concentrate and copper scrap imports changed in recent months? Why is this?
  • What is the availability of copper concentrate and how does this affect the strategy of smelters?
  • Are there any new end use opportunities on the horizon that would affect this ratio?
Julian Luk, Reporter, Fastmarkets MB
Yuanfeng Xu, General Manager Of Trading Business Unit, Jiangxi Copper Co., Ltd.
Wenqiang Jiang, Manager, DAYE Nonferrous Metals Group Holdings Ltd.
Rui Shi, President Trading and Operations, Metal Challenge Global Trading Co Ltd

Session III: Spotlight on smelters: is going abroad the way forward?

3:00PM A deep dive into treatment charges and harnessing projected capacity
  • How are low treatment charges affecting smelter’s ability to refine copper and reach functional capacity?
  • Is this situation set to change any time soon and where are smelters making off-setting the cost? What role is the government playing?
  • Analysing the transition from benchmarking - to what extent is this fuelled by speculation about the supply of copper concentrate?
  • Why are we seeing major industry players open facilities overseas, such as in Southeast Asia? Is this the future for smelters in China?
Ellie Wang, Base Metal Editor, Asia, Fastmarkets MB
Yuanhui Lui, Production Director, Shandong Humon Smelting Co Ltd
Yuanfeng Xu, General Manager Of Trading Business Unit, Jiangxi Copper Co., Ltd.
3:45PM Networking refreshment break

Session IV: The need-to-know policy changes in copper: latest updates for the global supply chain

4:15PM One year later: how is the ‘Category 6’ scrap policy affecting the market?
  • Are scrap importers having to turn to substitutes in order to keep up with demand? How else are these companies navigating the changes?
  • How are the disruptions in scrap trade flows affecting the domestic and international copper markets?
  • How is this going to impact on Chinese manufacturing in the future?
  • Are we predicting tighter restrictions on the horizon?
Jiwei Wang, Secretary General, China Nonferrous Metals Industry Association (CMRA)
Michael Lion, President, Lion Consulting Asia Ltd.
Murat Bayram, Director & Head of European Non-Ferrous, EMR Ltd
5:00PM The true cost - environmental restrictions on global production
  • Comparing the impact of tighter production regulation in China and the rest of the world
  • Are end users having to find other sources of material? How will this affect market dynamics in the long run?
  • Are there cost effective ways of mining and smelting copper that comply with the new restrictions?
Robert Pell, Director, Minviro
5:30PM End of Day One of Asia Copper 2019

2日目: 2019年11月21日(木)

8:30AM Registration desk opens
9:25AM Chairperson's opening remarks

Session V: Regional production patterns and changing market dynamics

9:30AM Where are the new opportunities in mining?
  • How are community blockades impacting the likelihood of new projects coming online in Latin America?
  • Are new mining possibilities forecasted to off-set Chile’s dominance in the production market?
  • What is the likely grade of copper concentrate produced new mines, and will it present a realistic opportunity to ease supply tightness?
  • What is the rate of M&As regarding new projects in the current market climate?
Jorge Cantallopts, Director of Research and Policy Planning, Chilean Copper Commission (Cochilco)
10:15AM Is arsenic back? The market’s quest for high quality, clean concentrates
  • The surge in high-arsenic material and potential repercussions downstream
  • What is the practise of ‘blending’ an is it a feasible way for smelters to prepare potentially hazardous copper ores for smelting?
  • Does this problem look set to continue? How are market participants mitigating risk?
Tom Butler, Ceo, International Council on Mining and Metals (ICMM)
Paul White, Secretary-General, International Copper Study Group (ICSG)
Duncan Hobbs, Research Director, Concord Resources Limited
Alex Schmitt, Executive Head Of Marketing, Anglo American Base Metals
Ken Hoffman, Leader McKinsey EV Battery Materials Research Group, McKinsey& Company
11:00AM Networking refreshment break
11:30AM Assessing the health of investment and project financing in today’s copper market
You Luo, Base Metal Analyst, Minmetals & Jingyi Futures Co.,Ltd.
Zhitong Zhou, CEO, Shanghai Entropy Asset Management
Nicholas Snowdon, Metals Analyst, Deutsche Bank
Ellie Wang, Base Metal Editor, Asia, Fastmarkets MB
12:15PM Networking Lunch
1:15PM ICA Workshop 2019

ICA Workshop, 15th Asia Copper Conference
Thursday 21 November

13:15 Session 1

  • Welcome and introduction
    Richard Xu, Regional Director-Asia, ICA

13:20 Session 2

  • Future China Transportation: Mr. Huang Fangqing, Brilliance Consulting
  • Vehicle Electrification and its Impact on the Future of China Automotive Wire Harness: Keith Miller, The Martec Group
  • Shaping the Future of Recycling: Luis Tercero, Fraunhofer ISI

14:05 Questions and Answers
Steve Kukoda, Vice President/Executive Director, ICA

14:10 Coffee Break

14:30 Session 3

  • LME Responsible Sourcing: Next Steps Georgina Hallett, London Metal Exchange
  • The Copper Mark: Andrea Vaccari, Director Product Stewardship, Freeport-McMoRan Inc.

15:15 Questions and Answers
Steve Kukoda, Vice President/Executive Director, ICA


15:20 Close of Workshop

  • Summary and thanks
    Richard Xu, Regional Director-Asia, ICA

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