AGENDA

*Agenda as of June 4, 2023 / *Subject to change without prior notice.

TUESDAY – JUNE 6

7:00 – 10:30

HARBOR's 5K Networking Run (DuSable Harbor)

*For pre-registered delegates.

7:00 – 15:00

HARBOR’s 9th Golf Classic (The Glen Club)

*For pre-registered delegates.

10:00 – 17:00

Summit Registration (Atlantic Foyer)

Registration Drinks

10:00

WALT Expo 2023 Opens (Atlantic Foyer)

12:10 – 13:20

EXPAND YOUR TOOLBOX: HOW TO PROFIT FROM HARBOR’S INDUSTRY DATA & MARKET INTEL REPORTS

*For pre-registered delegates.

Jesus Villegas, Head of Scrap & Secondary Unit, HARBOR Aluminum
Juan Betancourt, Head of Aluminum VAPs Unit, 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 Ballroom)

*For pre-registered delegates.

13:30

The Aluminum Industry Supply Chain & its Workings

Tom Leary, Head of Rolled Products Unit, 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

15:25

Aluminum Pricing Structures & Their Determinants

Jesus Villegas, Head of Scrap & Secondary Unit, HARBOR Aluminum

16:15

The North American Aluminum Industry & Market Challenges Ahead

Juan Betancourt, Head of Aluminum VAPs Unit, HARBOR Aluminum

Level 2

SCRAP MARKET, LME’S WORKINGS & ALUMINUM PRICE RISK MANAGEMENT (Pacific Ballroom)

*For pre-registered delegates.

13:30

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

Jesus Villegas, Head of Scrap & Secondary Unit, HARBOR Aluminum

14:20

London Metal Exchange: How it Operates & Key Terminology

Gerardo Solorio, Senior Aluminum Analyst, HARBOR Aluminum

15:10

Networking Refreshment Break

15:25

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

Tim Weiner, Head of Aluminum Pricing, HARBOR Aluminum

17:00 – 19:00

Welcome Reception

Outdoor Terrace, 3rd Floor - Radisson Blu Aqua Hotel

WEDNESDAY – JUNE 7

7:00 - 8:00

Networking Breakfast

7:00 – 19:00

WALT Expo Exhibits (Atlantic Foyer)

8:00
Start of Summit

SESSION 1: ALUMINUM INDUSTRY FUNDAMENTALS & OUTLOOK 

Moderators:
Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum (Panel)
Tim Weiner, Head of Aluminum Pricing, HARBOR Aluminum (Live Poll)

8:00

INDUSTRY IN CORRECTION MODE (AS HARBOR ANTICIPATED), WHA T IS NEXT & WHERE TO FOCUS?: Aluminum's Market Landscape & Price Outlook 2023-2024

Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum

8:50

PREMIUM PLUNGEOVER?:North America & European P1020 Aluminum Premium Deflation and Outlook 2023-2024

Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum

9:20

DECARBONIZATION & THE SEARCH FOR GREEN GOLD: Latest on the Green Aluminum Race 2023-2025

Fabio Garcia, Green Aluminum Lead, HARBOR Aluminum

9:45

HOT MARKET TOPICS PANEL Demand Shifts, Metal Availability & Sources, Impact of Tariffs, Resourcing and Trade, Logistics Deflation, The Green Revolution

Tim Kennedy, VP Global Metal Procurement, Novelis
Tim Chimera, Senior Director Metal Procurement, Hydro-Extrusions North America
Matt Aboud, Senior Vice President Strategy & Business Development, Century Aluminum
Khalid A Latif, Chief Marketing Officer, Alba
Brian Hesse, CEO, Perennial
Rob Van Gils, Chief Executive Officer & Managing Partner, Hammerer Aluminium Industries Group
Patricio Leschevin, Chief Financial Officer, Aluxite

10:25

Live Poll

10:35

Networking Refreshment Break (Atlantic Foyer)

10:50

2023 AWARD - WORLD'S TOP ALUMINUM EXECUTIVE

HARBOR's Gene Greenberg Annual Award For World's Top Aluminum Executive

Award Judges:
Rich Markiewicz, Senior Advisor, Physical Trading, HARBOR Aluminum
David C. Rosenblum, Vice President Commercial Development, Aluminum Dynamics
Guy Riviere, Vice President, Scepter
Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum

11:00

SESSION 2: FIRESIDE CHAT

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

NEWERA:Aluminum Dynamics Builds First Greenfield US Aluminum Rolling Mill in Over 40 Years

Interview on-stage with Mark Millett, Co-founder, Chairman, and Chief Executive Officer, Steel Dynamics

11:35

SESSION 3: KEYNOTE SPEAKER

ALCHEMY: The Surprising Power of Ideas that Don't Make Sense

Rory Sutherland, Vice Chairman, Ogilvy Group (Great Britain)

12:15 - 13:30

Networking Lunch (Pacific Ballroom)

SESSION 4: ALUMINUM FLAT ROLLED PRODUCTS OUTLOOK

Moderators:
Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum (Panel)
Tom Leary, Head of Rolled Products Unit, HARBOR Aluminum (Panel)

13:40

"NOT WHAT IT SEEMED" - Update on the Cansheet and Autosheet Demand Revolutions: Supply, Demand & Price Outlook 2023-2024

Tom Leary, Head of Rolled Products Unit, HARBOR Aluminum

14:15

"WHEN WILL THE DECLINE STOP?": Common Alloy Sheet and Aluminum Foil Markets and Price Outlook 2023-2024

Tom Leary, Head of Rolled Products Unit, HARBOR Aluminum

14:50

STRATEGIC PANEL: "NAVIGATING THE DEFLATIONARY STAGE OF THE CYCLE": Discussion on Cansheet, Common Alloy, Autosheet & Foil Market Trends and Outlook

Luis Garcia Pohlenz, Global Procurement Upstream Lead, Heineken
Buddy Stemple, Chief Executive Officer, Constellium Ravenswood
Peter Rijkoort, Chief Executive Officer, OARC
Mike Otero, Chief Executive Officer, Almexa
Calum Donnachie, Chief Commmercial Officer, Basic Metals

15:35

Networking Refreshment Break (Atlantic Foyer)

15:55
WALT Expo Paper

CANOVATION and the Future of Sustainable Packaging

Jeff Grajewski - Chief Operating Officer, Canovation

SESSION 5: INDUSTRY LOBBYING, TRADE CONFLICT & POLICY CHANGES

Host: Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum (Panel)

15:55

STRATEGIC INTERVIEW ON: Tariffs & Fair Trade, Circumvention, Carbon Taxes & National Security

Charles Johnson, President & CEO, Aluminum Association
Eugenio Clariond, Chairman, Mexican Aluminum Association (IMEDAL)
Paul Voss, General Director, European Aluminium

16:35
WALT Expo Paper

FURNACE TECHNOLOGY: Maximizing Recovery Rates: Choosing the Right Technology for Aluminum Recycling

Iñigo Guinea, Chief Executive Officer, GHI Smart Furnaces

SESSION 6: EXCHANGE DEVELOPMENTS, DIGITALIZATION & ALUMINUM PREMIUM REFORM

Moderator: Tim Weiner, Head of Aluminum Pricing, HARBOR Aluminum (Panel)

16:35

STRATEGIC PANEL: Aluminum Contracts, Exchange Competition, Digitalization in the Industry & P1020 Premium Reform

Matthew Chamberlain, Chief Executive Officer, London Metal Exchange
Young-Jin Chang, Managing Director & Global Head, CME Group
Mary Jane Saunders, Vice President and General Counsel, Beer Institute
John Armstrong, Founder and CEO, Reibus International

17:15

Networking Drinks (Atlantic Foyer)

THURSDAY – JUNE 8

7:00 - 8:00

Networking Breakfast (Pacific Ballroom)

7:00 – 12:00

WALT Expo Exhibits (Atlantic Foyer)

SESSION 7 - ALUMINUM MARKETS WITH UNIQUE TRENDS

Moderator: Tom Leary, Head of Rolled Products Unit, HARBOR Aluminum

8:00

The North America/Europe Aluminum Foundry and Wire & Cable Market Outlook 2023-2024

Juan Betancourt, Head of Aluminum VAPs Unit, HARBOR Aluminum

SESSION 8: ALUMINUM SCRAP & RECYCLING OUTLOOK

Moderators:
Tom Leary, Head of Rolled Products Unit, HARBOR Aluminum (Panel, Live Poll)
Jesus Villegas, Head of Scrap & Secondary Unit, HARBOR Aluminum (Panel)

8:40

SCRAP WAR AVERTED?: North America, Europe and Asia's UBC, Class Scrap and Secondary Unprecedented Scrap Discounts

Jesus Villegas, Head of Scrap & Secondary Unit, Harbor Aluminum

9:10

THE NEW NORMAL?: Record Secondary Foundry Alloy Margins & What to Expect Ahead

Jesus Villegas, Head of Scrap & Secondary Unit, Harbor Aluminum

9:40

STRATEGIC PANEL: Key Players Share Their Views on Current Trends & Challenges the North America and European Scrap and Secondary Markets

Rob Kraemer, Head of Scrap Procurement North America, Hydro Aluminum
David C. Rosenblum, Vice President Commercial Development, Aluminum Dynamics
Iñigo Guinea- Chief Executive Officer, GHI Smart Furnaces
Frank Van de Winkel, Business Development Manager, TOMRA Sorting
Jesus Villegas, Head of Scrap & Secondary Unit, HARBOR Aluminum
Michel Bandel, Vice President Trading & Metal Control, Royce Corporation

10:20

Live Poll

10:30

Networking Refreshment Break (Atlantic Foyer)

SESSION 9: ALUMINUM VALUE-ADDED PRODUCTS (Atlantic Ballroom)

10:45

IS THE CORRECTION OVER?: Extrusion Demand Decline, Billet Oversupply & The Billet Premium Outlook in North America and Europe 2023-2024

Juan Betancourt, Head of Aluminum VAPs Unit, HARBOR Aluminum

11:10

SURPLUS IN THE WORKS?: North America's Aluminum Slab Market and Outlook 2023-2024

Juan Betancourt, Head of Aluminum VAPs Unit, HARBOR Aluminum

11:35

AT WHAT LEVEL AND WHEN:  LME Price Value Analysis 2023-2024

Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum

12:05

End of Summit and WALT Expo 2023

*Agenda as of June 4, 2023 / *Subject to change without prior notice.