AGENDA

7:10 – 15:15

HARBOR’s 5th Rich Markiewicz Golf Classic (Harborside International Golf Center)*

Sponsored by EGA

10:00 – 17:30

Summit Registration (Atlantic Foyer) – Welcome Registration Drinks

Sponsored by Vedanta

12:10 – 13:20

EXPAND YOUR TOOLBOX: HOW TO PROFIT FROM HARBOR’S INDUSTRY DATA & MARKET INTEL REPORTS (Pacific Ballroom 1-2)*

Tom Leary, Vice President Aluminum Market Intelligence & Consulting, HARBOR Aluminum

Jesus Villegas, Vice President Aluminum Analysis, HARBOR Aluminum

Juan Betancourt, Senior Aluminum Trade Analyst, HARBOR Aluminum

HARBOR’s Executive Training Program
LEVEL 1 – THE ALUMINUM INDUSTRY & THE NORTH AMERICAN MARKET* (Pacific Ballroom 1-2)

13:30

The Aluminum Industry Supply Chain & its Workings

Tom Leary, Vice President Aluminum Market Intelligence & Consulting, HARBOR Aluminum

14:20

Understanding Aluminum Smelting Economics & Latest Cost Curve Intel

Julio Moreno, Senior Raw Materials Analyst, HARBOR Aluminum

15:10

Networking Refreshment Break (Pacific Foyer)

Sponsored by Tri-Arrows Aluminum Inc.

15:25

Aluminum Pricing Structures & Their Determinants

Jesus Villegas, Vice President Aluminum Analysis, HARBOR Aluminum

16:15

The North American Aluminum Industry & Market Challenges Ahead

Juan Betancourt, Senior Aluminum Trade Analyst, HARBOR Aluminum

LEVEL 2 – SCRAP MARKET, LME’S WORKINGS & ALUMINUM PRICE RISK MANAGEMENT* (Pacific Ballroom 3)

13:30

Aluminum Scrap Market: What it is, How it Works & Why it is Important

Jesus Villegas, Vice President Aluminum Analysis, HARBOR Aluminum

14:20

London Metal Exchange: How it Operates & Key Terminology

Gerardo Solorio, Senior Aluminum Analyst, HARBOR Aluminum

15:10

Networking Refreshment Break (Pacific Foyer)

Sponsored by Tri-Arrows Aluminum Inc.

15:25

Aluminum Price Risk Management I & II (Physical Trading & LME)

Erik Serio, Aluminum Price Risk Management, Consultant

17:00

Welcome Reception (3rd Floor, Outdoor Terrace)

Sponsored by OARC  

19:00

Summit Programme for June 5 ends, continues on June 6

7:00

Networking Breakfast (Pacific Ballroom)

Sponsored by Alba

SESSION 1: ALUMINUM INDUSTRY FUNDAMENTALS & OUTLOOK (Atlantic Ballroom)

Moderator: Ron Knapp, Secretary General, International Aluminium Institute

8:00

US Sanctions Against Russia, Industry Fundamentals and the Aluminum Outlook 2018-2020

Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum

8:45

China’s Economic Outlook, Trade Wars and the Aluminum Outlook 2018-2020

Max Layton, Managing Director Commodities Research, Citi Global Markets

9:10

The Growth of Electric Vehicles (EV) Over the Coming Decade and its Implications for Aluminum

Hui Shan, Vice President, Goldman Sachs

9:35

Q&A

9:45

Networking Refreshment Break (Atlantic Ballroom)

Sponsored by MA’ADEN

SESSION 2 – KEYNOTE : STRATEGY & COMPETITIVE ADVANTAGE (Atlantic Ballroom)

Moderator: Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum

10:00

KEYNOTE PRESENTATION: Strategy, Competitive Advantage and the Aluminum Industry

Dr. Michael Porter, Director Strategy & Competitiveness, Harvard Business School

11:00

Q&A

SESSION 3: MAJOR ALUMINUM PLAYERS OPINE ON STRATEGIC MARKET TOPICS (Atlantic Ballroom)

Moderators: Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum
Rich Markiewicz, Senior Consultant, Physical Trading, HARBOR Aluminum

11:10

Panel on Hot Topics: US Sanctions on Russia, Section 232, Duties on US Imports from China, Aluminum Premiums, Sourcing Challenges, Market Competition

 

– Walid Al Attar, Chief Marketing Officer, Emirates Global Aluminium

– Gervais Jacques, Managing Director, Atlantic Operations, Aluminium, Rio Tinto

– Tim Murray, Chief Executive Officer, Aluminium Bahrain

– Brian Hesse, Vice President Sales and Marketing Americas, Vedanta

– Cole Patterson, Director Aluminum Procurement, Arconic

– Christian Keidel, Procurement Director, Constellium

– Murray Rudisill, Vice President Operations, Reynolds Consumer Products

12:00

Networking Lunch (Pacific Ballroom)

Sponsored by EGA

SESSION 4: NORTH AMERICA’S FLAT ROLLED PRODUCTS OUTLOOK (Atlantic Ballroom)

Moderators: Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum
Tom Leary, Vice President Market Intelligence & Consulting, HARBOR Aluminum

13:30

Why Braidy’s Mill is a Game Changer for the US and the Global Aluminum Industry

Craig T. Bouchard, Chief Executive Officer and Chairman of the Board, Braidy Industries, Inc.

13:55

North America’s Flat Rolled Products Market: Inflation, Supply Challenges, Demand Outlook and Expansions

Tom Leary, Vice President Aluminum Market Intelligence & Consulting, HARBOR Aluminum

14:20

Q&A

14:30

Strategic Panel: North America’s Common Alloy Sheet, Cansheet & Cans, Autosheet, and Foil Market Trends & Challenges

 

– Mike Keown, EVP and President North America, Aleris Rolled Products

– Buddy Stemple, Chief Executive Officer, Constellium Ravenswood

– Mike Otero, Chief Executive Officer, Oman Aluminium Rolling Company

– Matt Bedingfield, Chief Commercial & Strategy Officer, Tri-Arrows Aluminum Inc.

– Rob Lauterbach, Vice President Global Sourcing, Ball Corporation

– Jamie Westfahl, Senior Director Global Packaging, Molson Coors

15:20

Networking Refreshment Break (Atlantic Foyer)

Sponsored by MA’ADEN

SESSION 5: ALUMINUM PREMIUMS, LME TRADING AND HEDGING (Atlantic Ballroom)

Moderator: Rich Markiewicz, Senior Consultant, Physical Trading, HARBOR Aluminum

15:30

The New Aluminum Premium Order (Market Developments & Outlook 2018-2019)

Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum

16:10

Strategic Panel: Aluminum Premiums, LME Trading & Warehousing Sourcing, New Contract References and Hedging Products

 

– Matthew Chamberlain, Chief Executive Officer, London Metal Exchange

– Daniel Saez, Chief Executive Officer, Pacorini Group Services

– Tim Weiner, Global Commodity Risk Manager, MillerCoors

– Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum

16:55

Q&A

17:00

Networking Drinks (Atlantic Foyer)

Sponsored by LME

18:15

VIP Aluminio México

By Invitation Only. Session in Spanish.

19:00

Summit Programme for June 6 ends, continues on June 7

7:00

Networking Breakfast (Pacific Ballroom)

Sponsored by Rio Tinto

EARLY MORNING SPECIAL SESSION (Atlantic Ballroom)

7:30

Aluminum’s Foundry and Wire Rod Market Outlook in The Americas & Europe

Juan Betancourt, Senior Aluminum Trade Analyst, HARBOR Aluminum

7:50

Q&A

SESSION 6: NORTH AMERICA’S ALUMINUM SCRAP & SECONDARY MARKET OUTLOOK (Atlantic Ballroom)

Moderator: Rich Markiewicz, Senior Consultant, Physical Trading, HARBOR Aluminum

8:00

Impact of China’s 25% Duty on Imports of US Scrap & Current Wide Scrap Spreads on US/Mexico Aluminum Market Outlook

Jesus Villegas, Vice President Aluminum Analysis, HARBOR Aluminum

8:30

Strategic Panel: Key Players Share their Views on Current Trends & Challenges of the North America Scrap and Secondary Market

 

– Terry Hogan, President, Real Alloy

– Tom Horter, President, Matalco USA

– Travis Debes, Vice President Supply Chain, Aleris International

– David C. Rosenblum, Vice President Non-Ferrous Sales, OmniSource

– Gary Borner, Vice President, Spectro Alloys Corp.

– Jesus Villegas, Vice President Aluminum Analysis, HARBOR Aluminum

9:15

Q&A

SESSION 7: LME OUTLOOK (Atlantic Ballroom)

Moderator: Tim Weiner, Global Commodity Risk Manager, MillerCoors

9:30

LME Price Outlook 2018-2019: Fundamental & Speculative Scenarios

Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum

9:50

Q&A

10:00

Networking Refreshment Break (Atlantic Foyer)

Sponsored by MA’ADEN

SESSION 8: OTHER STRATEGIC TOPICS (Atlantic Ballroom)

Moderator: Rich Markiewicz, Senior Consultant, Physical Trading, HARBOR Aluminum

10:15

Mexico’s Aluminum Market Outlook 2019-2020: Who? What? When?

Jesus Villegas, Vice President Aluminum Analysis, HARBOR Aluminum

10:40

North American Extrusion & Billet Market Outlook 2018-2019

Juan Betancourt, Senior Aluminum Trade Analyst, HARBOR Aluminum

11:05

Primary Aluminum Supply: Who is Really Competitive? Who Will Expand and Who Will Curtail?

– Julio Moreno, Senior Raw Materials Analyst, HARBOR Aluminum

– Fabio Garcia, Aluminum Production Analyst, HARBOR Aluminum

11:35

Q&A

11:40

End of Summit

*Only for delegates that have already signed up

Agenda as of April 24, 2018.**
Subject to change without prior notice.***

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