AGENDA
*Agenda as of April 10, 2024 / *Subject to change without prior notice.
TUESDAY – JUNE 4
7:00 – 10:30
HARBOR’s 5K Networking Run (DuSable Harbor) – Sponsored by Royce Corp.
*For pre-registered delegates.
7:00 – 15:00
HARBOR’s 10th Golf Classic (The Glen Club) – Sponsored by Real Alloy
*For pre-registered delegates.
10:00 – 17:00
Summit Registration (Atlantic Foyer)
Registration Drinks – Sponsored by LME
10:00
WALT Expo 2024 Opens (Atlantic Foyer)
10:00
Networking Lounges (Radisson Lobby and 221 Blu Lounge) – Sponsored by ARZYZ
12:10 – 13:20
EXPAND YOUR TOOLBOX: HOW TO PROFIT FROM HARBOR’S INDUSTRY DATA & MARKET INTEL REPORTS (Pacific 1-2 Ballroom)
*For pre-registered delegates.
Jesus Villegas, Head of Scrap & Secondary Unit, HARBOR Aluminum
Juan Betancourt, Aluminum VAPs Lead, HARBOR Aluminum
Tom Leary, Head of Rolled Products Unit, HARBOR Aluminum
Gerardo Solorio, Senior Aluminum Analyst, HARBOR Aluminum
HARBOR’s Executive Training Program
Level 1
THE ALUMINUM INDUSTRY & THE NORTH AMERICAN MARKET (Pacific 1-2 Ballroom)
*For pre-registered delegates.
13:30
The Aluminum Industry Supply Chain & its Workings
Tom Leary, Vice President Market Intelligence & Consulting, HARBOR Aluminum
14:20
Understanding Aluminum Smelting Economics & Latest Cost Curve Intel
Fabio Garcia, Senior Raw Materials Analyst, HARBOR Aluminum
15:10
Networking Refreshment Break (Pacific Foyer) – Sponsored by FRACSA
15:25
Aluminum Pricing Structures & Their Determinants
Jesus Villegas, Head Aluminum Scrap Intelligence, HARBOR Aluminum
16:15
The North American Aluminum Industry & Market Challenges Ahead
Juan Betancourt, Aluminum VAPs Lead, HARBOR Aluminum
Level 2
SCRAP MARKET, LME’S WORKINGS & ALUMINUM PRICE RISK MANAGEMENT (Pacific 3 Ballroom)
*For pre-registered delegates.
13:30
Aluminum Scrap Market: What it is, How it Works & Why it is Important
Jesus Villegas, Head Aluminum Scrap Intelligence, HARBOR Aluminum
14:20
London Metal Exchange: How it Operates & Key Terminology
Gerardo Solorio, Head LME & Aluminum Industry Analysis, HARBOR Aluminum
15:10
Networking Refreshment Break (Pacific Foyer) – Sponsored by FRACSA
15:25
Aluminum Price Risk Management I & II (Physical Trading & LME)
Tim Weiner, Aluminum Pricing & Risk Management, HARBOR Aluminum
17:00 – 19:00
Welcome Reception – Sponsored by Oman Aluminium Rolling Co.
3rd Floor, Outdoor Terrace – Radisson Blu Aqua Hotel
WEDNESDAY – JUNE 5
7:00 – 8:00
Networking Breakfast (Pacific Ballroom) – Sponsored by ALBA
7:00 – 19:00
WALT Expo Exhibits (Atlantic Foyer)
10:00
Networking Lounges (Lobby and 221 Blu Lounge) – Sponsored by ARZYZ
Start of Summit
SESSION 1: ALUMINUM INDUSTRY FUNDAMENTALS & OUTLOOK (Atlantic Ballroom)
Moderators:
Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum (Panel)
Tim Weiner, Head of Aluminum Pricing, HARBOR Aluminum (Live Poll)
8:00
THE NEXT CHAPTER & ITS NEW CHARACTERS: Aluminum Industry’s Structural Changes & LME Price Outlook 2024-2026
Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum
8:50
AFTER THE BEARISH STORM: North America, MJP & European P1020 Aluminum Premium Economics and Outlook 2024-2025
Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum
9:20
GREEN GOLD MINERS: Update on the Green Aluminum Race & Those Driving It 2024-2026
Jesus Villegas, Head Aluminum Scrap Intelligence, HARBOR Aluminum
9:45
HOT MARKET TOPICS PANEL: Restrictions on Russian Metal, Dominant Demand Shifts, Booming Secondary expansions, Onshoring, The Green Race, Emergence of New Suppliers, Impact of New Tariffs
Matt Schicke, General Manager Aluminum Sales & Trading, Rio Tinto
Tim Chimera, Director of Procurement, Hydro-Extrusions North America
Matt Aboud, Senior Vice President Strategy & Business Development, Century Aluminum
Hisham Al Kooheji, Chief Marketing Officer, ALBA
Brian Hesse, CEO, PerenniAl
Rob Van Gils, Chief Executive Officer & Managing Partner, Hammerer Aluminium Industries Group
10:25
Live Poll
10:35
Networking Refreshment Break (Atlantic Foyer) – Sponsored by Real Alloy
2024 AWARD – WORLD’S TOP ALUMINUM EXECUTIVE (Atlantic Ballroom)
10:50
HARBOR’s Gene Greenberg Annual Award For World’s Top Aluminum Executive
Award Judges:
Rich Markiewicz, Senior Advisor, Physical Trading, HARBOR Aluminum
David Rosenblum, Senior Advisor, HARBOR Aluminum
Guy Riviere, Vice President, Scepter
Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum
SESSION 2: FIRESIDE CHAT (Atlantic Ballroom)
Host: Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum
11:00
Building Mills and Investing in Recycling to Serve Growing Demand for Green Aluminum
Interview on-stage with Steve Fisher, President & CEO, Novelis
SESSION 3: KEYNOTE SPEAKER (Atlantic Ballroom)
11:35
Leader of the Miracle in the Andes (Netflix’s “Society of the Snow” was inspired by these events)
Nando Parrado, Leader of the Famous Plane Crash Survival Story in the Andes Mountains
12:15 – 13:30
Networking Lunch (Pacific Ballroom) – Sponsored by Rio Tinto
SESSION 4: ALUMINUM FLAT ROLLED PRODUCTS OUTLOOK (Atlantic Ballroom)
Moderators:
Mike Otero, Flat Rolled Products Consultant, HARBOR Aluminum (Panel)
Tom Leary, Vice President Market Intelligence & Consulting, HARBOR Aluminum (Panel)
13:40
“REVIVAL COMING?” Update on the Cansheet and Autosheet Demand Revolutions: Supply, Demand & Price Outlook 2024-2025
Tom Leary, Vice President Market Intelligence & Consulting, HARBOR Aluminum
14:15
“EXPECTED IMPACT OF THE UPCOMING AMERICAN SUPPLY COIL BOOM”: Common Alloy Sheet and Aluminum Foil Markets and Price Outlook 2024-2025
Tom Leary, Vice President Market Intelligence & Consulting, HARBOR Aluminum
14:50
STRATEGIC PANEL: “IMPACT OF THE UPCOMING US SUPPLY BOOM, ONSHORING, TRADE FLOW CHANGES, IMPORT COMPETITION, THE GREEN REVOLUTION & RETURN OF THE BULL” – Discussion on Cansheet, Common Alloy, Autosheet & Foil Market Trends and Outlook
Paige Parker, Senior Purchasing Manager, Rivian
Bill Dempsey, Chief Procurement Officer, Ball Corp
Buddy Stemple, Chief Executive Officer, Constellium Muscle Schoals
Faisal Al-Hajri, Chief Executive Officer, Oman Aluminium Rolling Company
Jonathan Harper, Director of Sales, Champagne Metals
Roman Valler, Sales Manager Aluminum, CNG Metals Group
15:35
Networking Refreshment Break (Atlantic Foyer) – Sponsored by Speira
SESSION 5: THE ALUMINUM GREEN REVOLUTION AND THOSE DRIVING IT (Atlantic Ballroom)
Host: Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum
15:55
STRATEGIC PANEL ON HOW INDUSTRY LEADERS ARE LIVING AND DRIVING THE GREEN ALUMINUM REVOLUTION
Bill Dempsey, Chief Procurement Officer, Ball Corp.
Einar Glomnes, Chief Executive Officer, Speira
Tolga Egrilmezer, Head of Sales & Marketing, Rio Tinto
Bessie Williams, Chief Procurement Officer North America, Prysmian
Hanne Simensen, SVP head of Commercial Global, Hydro Aluminium Metal
WALT TECH PAPER: FURNACE TECHNOLOGY
Location: Caribbean/Caspian Room
16:35
FURNACE TECHNOLOGY: DIGITAL TWIN FURNACES, SMART REVOLUTION
Iñigo Guinea,Chief Executive Officer, GHI Smart Furnaces
SESSION 6: EXCHANGE DEVELOPMENTS & ALUMINUM MARKET REFORM (Atlantic Ballroom)
Moderator: Tim Weiner, Aluminum Pricing & Risk Management, HARBOR Aluminum (Panel)
16:35
STRATEGIC PANEL: Impact of Restriction on Russian Aluminum, New Aluminum Contracts & Price References, Exchange Competition & Aluminum Market Reform
Jin Henning, Managing Director & Global Head, CME Group
Georgina Hallett, Chief Sustainability Officer, London Metal Exchange
Mary Jane Saunders, General Counsel, Beer Institute
17:15
Networking Drinks (Atlantic Foyer) – Sponsored by CME Group
THURSDAY – JUNE 6
7:00 – 8:00
Networking Breakfast (Pacific Ballroom) – Sponsored by PerenniAL
7:00 – 19:00
WALT Expo Exhibits (Atlantic Foyer)
10:00
Networking Lounges (Lobby and 221 Blu Lounge) – Sponsored by ARZYZ
SESSION 7 – ALUMINUM MARKETS WITH UNIQUE TRENDS (Atlantic Ballroom)
Moderator: Tom Leary, Vice President Market Intelligence & Consulting, HARBOR Aluminum (Q&A)
8:00
The North American & European Aluminum Foundry and Wire & Cable Market Outlook 2024-2025
Juan Betancourt, Aluminum VAPs Lead, HARBOR Aluminum
8:30
Q&A Session
SESSION 8: ALUMINUM SCRAP & SECONDARY MARKET OUTLOOK (Atlantic Ballroom)
Moderator: David C. Rosenblum, Senior Advisor, HARBOR Aluminum
8:40
SOURCING NIGHTMARE: North America, Europe and Asia’s Intensified Competition for Scrap Units
Jesus Villegas, Head Aluminum Scrap Intelligence, HARBOR Aluminum
9:10
WILL PROFITABILITY EVAPORATE AHEAD AMID BOOMING SCRAP DEMAND?: Secondary Ingot Profitability & UBC, Class Scrap, Extrusion Scrap Supply & Spread Outlook
Jesus Villegas, Head Aluminum Scrap Intelligence, HARBOR Aluminum
9:40
STRATEGIC PANEL: Key Players Share their Views on Current Trends & Challenges in the North American and European Scrap and Secondary Markets
Beatriz Landa, VP Metal Procurement & Recycling, Novelis
Josh Stemen, VP, Sales & Supply Chain, Real Alloy
Danny Fisher, Vice President, Kataman Metals
Michel Bandel, Vice President of Trading and Metal, Royce Corporation
Alejandro Guerra, Project Director, ARZYZ
Jesus Villegas, Head Aluminum Scrap Intelligence, HARBOR Aluminum
David Rosenblum, Senior Advisor, HARBOR Aluminum
10:20
Live Poll
10:30
Networking Refreshment Break (Atlantic Foyer) – Sponsored by Century Aluminum
SESSION 9: ALUMINUM VALUE-ADDED PRODUCTS (Atlantic Ballroom)
10:45
BORN IN THE USA: The Upcoming Secondary US Billet Supply Boom, Demise of Offshore Imports & The Billet Premium Outlook in North America and Europe 2024-2025
Juan Betancourt, Aluminum VAPs Lead, HARBOR Aluminum
11:10
THE GREEN ALUMINUM SLAB SUPPLY BOOM: North America’s & Europe’s Aluminum Slab Market and Outlook 2024-2025
Juan Betancourt, Aluminum VAPs Lead, HARBOR Aluminum
11:35
LOCKING IN VALUE: LME Price Value Analysis, Hedging, & Outlook 2024-2025
Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum
12:05
End of Summit and WALT Expo 2024
*Agenda as of April 10, 2024 / *Subject to change without prior notice.