AGENDA
*Agenda as of April 21, 2025 / *Subject to change without prior notice.
MONDAY – JUNE 2
15:00 – 17:00
KIT PICK-UP: 5K & Golf Participants (Atlantic Foyer)
• HARBOR’s 5K Networking Run
• HARBOR’s 11th Golf Classic
18:00 – 22:00
VIP MEXICO PRIVATE DINNER (BY INVITATION ONLY)
*To inquire about an invitation, contact Anne Barailler at anne.barailler@askharbor.com
TUESDAY – JUNE 3
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 11th Golf Classic (The Glen Club)
*For pre-registered delegates.
10:00 – 17:00
Summit Registration (Atlantic Foyer)
Registration Drinks – Sponsored by LME
10:00
WALT Expo 2025 Opens (Atlantic Foyer)
10:00
Networking Lounges (Radisson Lobby and 221 Blu Lounge) – Sponsored by ARZYZ
11:45 – 12:45
EXPAND YOUR TOOLBOX: HOW TO PROFIT FROM HARBOR’S INDUSTRY DATA & MARKET INTEL REPORTS (Pacific 1-2 Ballroom)
*For pre-registered delegates.
Jesus Villegas, HARBOR Aluminum, Lead Scrap Market Intelligence
Juan Betancourt, HARBOR Aluminum, Lead Aluminum Value-Added Products
Mike Otero, HARBOR Aluminum, Vice President Flat Rolled Products
Gerardo Solorio, HARBOR Aluminum, Head LME & Aluminum Industry Analysis
HARBOR’s Executive Training Program
Level 1
THE ALUMINUM INDUSTRY & THE NORTH AMERICAN MARKET (Pacific 1-2 Ballroom)
*For pre-registered delegates.
13:00
The Aluminum Industry Supply Chain & its Workings
Mike Otero, HARBOR Aluminum, Vice President Flat Rolled Products
13:50
Understanding Aluminum Smelting Economics & Latest Cost Curve Intel
Fabio Garcia, HARBOR Aluminum, Senior Raw Materials Analyst
14:40
Networking Refreshment Break (Pacific Foyer) – Sponsored by PSW GROUP
14:45
Aluminum Pricing Structures & Their Determinants
Patrick Keating, HARBOR Aluminum, European Scrap Analysis
15:45
The North American Aluminum Industry & Market Challenges Ahead
Juan Betancourt, HARBOR Aluminum, Lead Aluminum Value-Added Products
Level 2
SCRAP MARKET, LME’S WORKINGS & ALUMINUM PRICE RISK MANAGEMENT (Pacific 3 Ballroom)
*For pre-registered delegates.
13:00
Aluminum Scrap Market: What it is, How it Works & Why it is Important
Jesus Villegas, HARBOR Aluminum, Lead Scrap Market Intelligence
13:50
London Metal Exchange: How it Operates & Key Terminology
Gerardo Solorio, HARBOR Aluminum, Head LME & Aluminum Industry Analysis
14:40
Networking Refreshment Break (Pacific Foyer) – Sponsored by PSW GROUP
14:45
Aluminum Price Risk Management I & II (Physical Trading & LME)
Tim Weiner, HARBOR Aluminum, Lead Pricing & Risk Management
16:45 – 18:45
Welcome Reception – Sponsored by OARC.
3rd Floor, Outdoor Terrace – Radisson Blu Aqua Hotel
WEDNESDAY – JUNE 4
7:00 – 8:00
Networking Breakfast (Pacific Ballroom) – Sponsored by ALBA
7:00 – 19:00
WALT Expo Exhibits (Atlantic Foyer)
Networking Lounges (Lobby and 221 Blu Lounge) – Sponsored by ARZYZ
Start of Summit
SESSION 1: ALUMINUM INDUSTRY FUNDAMENTALS & OUTLOOK (Atlantic Ballroom)
Moderators:
Jorge Vazquez, HARBOR Aluminum, Founder & Managing Director (Panel)
Andrew Caplan, TP Host LLC, Director (Panel)
8:00
THE TRUMP AGENDA & END OF THE HANGOVER: Aluminum’s Market & LME Price Outlook 2025-2026
Jorge Vazquez, HARBOR Aluminum, Founder & Managing Director
9:00
TARIFFS & PREMIUM ADJUSTMENTS: MW Premium, Rotterdam Premium and MJP P1020 Aluminum Outlook 2025-2026
Jorge Vazquez, HARBOR Aluminum, Founder & Managing Director
9:35
SUSTAINABILITY INTERRUPTED? Emerging Obstacles & Latest On The Green Aluminum Race
Jesus Villegas, HARBOR Aluminum, Lead Scrap Market Intelligence
10:05
HOT MARKET TOPICS: Who Wins and Loses With Tariffs, Tight Scrap Spread Casualties,
Products and Regions to Outperform, Russian Metal, New Supply Leaders
Matt Schicke, Rio Tinto, General Manager Aluminum Sales & Trading
Derek Prichett, Novelis, Senior VP Global Metals
Matt Aboud, Century Aluminum, Senior Vice President Strategy & Business Development
Hisham Alkooheji, ALBA, Chief Marketing Officer
Brian Hesse, PerenniAL, Chief Executive Officer
Rob Van Gils, Hammerer Aluminium Industries Group, Chief Executive Officer & Managing Partner
10:55
Live Poll
11:05
Networking Refreshment Break (Atlantic Foyer) – Sponsored by Reynolds
11:20
2025 AWARD – WORLD’S ALUMINUM EXECUTIVE OF THE YEAR (Atlantic Ballroom)
HARBOR’s Gene Greenberg Annual Award For The World’s Aluminum Executive Of The Year
Award Judges:
Walid Al Attar, Dubal Holdings, Member of the Board
Rich Markiewicz, HARBOR Aluminum, Senior Advisor Physical Trading
Guy Riviere, Scepter, Vice President
Jorge Vazquez, HARBOR Aluminum, Founder & Managing Director
SESSION 2: FIRESIDE CHAT (Atlantic Ballroom)
Host: Jorge Vazquez, HARBOR Aluminum, Founder & Managing Director
11:35
IT’S HERE & IT’S REAL – Aluminum Dynamics Ramps Up First Greenfield U.S. Aluminum Rolling Mill in 40 Years
On-stage Interview with Mark Millett, Steel Dynamics, Co-Founder, Chairman & CEO
12:15 – 13:39
Networking Lunch (Pacific Ballroom) – Sponsored by Rio Tinto
SESSION 3: ALUMINUM FLAT ROLLED PRODUCTS (ATLANTIC BALLROOM)
Moderators:
Jorge Vazquez, HARBOR Aluminum, Founder & Managing Director (Panel)
Mike Otero, HARBOR Aluminum, Vice President Flat Rolled Products (Panel)
13:40
TARIFFS, CHINA & ADI’s EFFECT On Common Alloy Sheet, Finstock, Foil Markets and Price Outlook 2025-2026
Mike Otero, HARBOR Aluminum, Vice President Flat Rolled Products
14:20
OUTLOOK CHALLENGED – Update On the Cansheet & Autosheet Demand Revolutions: Supply, Demand and Price Outlook 2025-2026
Patrick Keating, HARBOR Aluminum, Flat Rolled Products Analyst
14:45
STRATEGIC PANEL: “IMPACT OF TARIFF WARS, U.S./MEX SUPPLY BOOM, END OF DEMAND HANGOVER & RETURN OF THE BULL” Discussion On Cansheet, Common Alloy, Autosheet & Foil Market Trends and Outlook
Einar Glomnes, Speira, Chief Executive Officer
Buddy Stemple, Constellium Muscle Schoals, Chief Executive Officer
Omar Al Balushi, Oman Rolling Aluminium Co., Chief Executive Officer
Paige Parker, Rivian, Lead Purchasing Manager
Scott Burda, Mandel Metals, Director Supply
Victor Toscano, ARZYZ, Managing Director Flat Rolled Products Division
15:35
Networking Refreshment Break (Atlantic Foyer) – Sponsored by Speria
SESSION 4: U.S. TARIFFS – THE ALUMINUM WORLD AFTER (ATLANTIC BALLROOM)
Host:
Jorge Vazquez, HARBOR Aluminum, Founder & Managing Director (Panel)
Andrew Caplan, TP Host LLC, Director (Panel)
15:50
STRATEGIC DEBATE ON: TARIFFS & FAIR TRADE, EXEMPTIONS, CIRCUMVENTION, CARBON TAXES & NATIONAL SECURITY POLICY
Charles Johnson, Aluminum Association, President & Chief Executive Officer
Eugenio Clariond, Mexico’s Aluminum Association (IMEDAL), Chairman
Paul Voss, European Aluminum Association, Chief Executive Officer
Matt Aboud, American Primary Aluminum Association, Senior Vice President Strategy
Jean Simard, Canadian Aluminum Association, President & Chief Executive Officer
Jason Weber, Aluminum Extruders Council (AEC), Vice President of Operations
SESSION 5: EXCHANGE DEVELOPMENTS
Moderator: Tim Weiner, HARBOR Aluminum, Lead Pricing & Risk Management (Panel)
16:40
STRATEGIC PANEL: The Russian Factor, Trade Wars, Exchange Competition & Reform
Jin Hennig, CME Group, Managing Director & Global Head
Georgina Hallett, London Metal Exchange, Chief Sustainability Officer
17:05
Networking Drinks (Atlantic Foyer) – Sponsored by CME Group
THURSDAY – JUNE 5
7:00 – 8:00
Networking Breakfast (Pacific Ballroom) – Sponsored by PerenniAL
7:00 – 12:00
WALT Expo Exhibits (Atlantic Foyer)
Networking Lounges (Lobby and 221 Blu Lounge) – Sponsored by ARZYZ
SESSION 6: ALUMINUM MARKETS WITH UNIQUE TRENDS
8:00
The North American & European Aluminum Foundry and Wire & Cable Market Outlook 2025-2026
Juan Betancourt, HARBOR Aluminum, Lead Aluminum Value-Added Products
SESSION 7: ALUMINUM SCRAP, SECONDARY & RECYCLING OUTLOOK
Moderators:
Jesus Villegas, HARBOR Aluminum, Lead Scrap Market Intelligence
Patrick Keating, HARBOR Aluminum, European Scrap Analysis
8:40
THE TIGHT UPPER HAND: US Tariffs & North America’s Alumium Scrap Market Outlook 2025-2026
Jesus Villegas, HARBOR Aluminum, Lead Scrap Market Intelligence
9:20
FOLLOWING TRUMP’S LEAD: Europe’s Aluminum Scrap Market Analysis & Outlook 2025-2026
Patrick Keating, HARBOR Aluminum, European Scrap Analysis
9:40
STRATEGIC PANEL: Key Players Share their Views on Current Trends & Challenges In The North America and European Scrap and Secondary Markets
Beatriz Landa, Novelis, VP Metal Procurement & Recycling
Joe Tomolo, Director Business Development, SIMS Alumisource
Hans Bjerkaas, Hydro, Head of Sourcing & Sorting Global
Joan Campmajo, Acin Reycling Metals, Chief Executive Officer
Michel Bandel, Royce Corp., Vice President of Trading
Iñigo Guinea, GHI Smart Furnaces, Chief Executive Officer
10:30
Live Poll
10:40
Networking Refreshment Break (Atlantic Foyer) – Sponsored by Century Aluminum
SESSION 8: ALUMINUM VALUE-ADDED PRODUCTS (ATLANTIC BALLROOM)
11:00
TARIFF INDUCED DEMAND RECOVERY AHEAD?: Extrusion & Billet Market Outlook In North America & Europe 2025-2026
Juan Betancourt, HARBOR Aluminum, Lead Primary Value-Added Products
11:35
LOCKING IN VALUE: LME Price Value Analysis, Hedging, & Outlook 2025-2026
Jorge Vazquez, HARBOR Aluminum, Founder & Managing Director
12:05
End of Summit and WALT Expo 2025
*Agenda as of April 21, 2025 / *Subject to change without prior notice.