7:10 – 15:15
HARBOR’s 6th 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
Juan Betancourt, Senior Aluminum Trade Analyst, 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 1-2)
*For delegates that have already signed up.
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 Cargill
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)
*For delegates that have already signed up.
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 Cargill
15:25
Aluminum Price Risk Management I & II (Physical Trading & LME)
Erik Serio, Aluminum Price Risk Management, Consultant
17:00 – 19:00
Welcome Reception (3rd Floor, Outdoor Terrace)
Sponsored by OARC
7:00
Networking Breakfast (Pacific Ballroom)
Sponsored by Alba
SESSION 1: ALUMINUM INDUSTRY FUNDAMENTALS & OUTLOOK (Atlantic Ballroom)
Moderators: Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum
Ron Knapp, Secretary General, International Aluminium Institute
8:15
The Aluminum Surplus Nobody Sees Except the Market (2019-2020).
Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum
9:05
China’s Economic Outlook, Trade Wars and the Aluminum Outlook 2019-2020
Max Layton, Managing Director Commodities Research, Citi Global Markets
9:30
Live Poll
9:40
PANEL ON HOT TOPICS: Section 232 One Year After, Lifting of Sanctions Impact, Supply Competition in North America/Europe, Sourcing Challenges
– Roman Andryushin, President & CEO, Rusal Marketing
– Walid Al Attar, Chief Marketing Officer, Emirates Global Aluminium
– Tim Murray, Chief Executive Officer, Aluminium Bahrain
– Nick Madden, Senior Vice President, Novelis Inc.
– Robert Gamba, Senior Procurment Manager, Arconic
– Tim Chimera, Director of Procurement, Hydro-Extrusions North America
– Jeff Carpenter, Director Enterprise Sourcing Office, The Boeing Company
10:30
Networking Refreshment Break (Atlantic Foyer)
Sponsored by Maaden
2019 AWARD – WORLD’S TOP ALUMINUM EXECUTIVE
10:55
HARBOR’s Gene Greenberg Annual Award For World’s Top Aluminum Executive
Award Judges:
– Rich Markiewicz, Senior Advisor, Physical Trading, HARBOR Aluminum
– Timothy Reyes, President, Alcoa Aluminum
– David C. Rosenblum, Vice President Non-Ferrous Sales, OmniSource
– Guy Riviere, Vice President, Scepter
– Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum
SESSION 2 – KEYNOTE : BUSINESS STRATEGY (Atlantic Ballroom)
Moderator: Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum
11:10
KEYNOTE PRESENTATION: Blue Ocean Shift – Beyond Competing
Professor Renée Mauborgne, Co-Author of Blue Ocean Strategy and Blue Ocean Shift and Co-Director of the INSEAD Blue Ocean Strategy Institute
12:00
Networking Lunch (Atlantic Foyer)
Sponsored by EGA
SESSION 3: NORTH AMERICA’S ALUMINUM FLAT ROLLED PRODUCTS OUTLOOK
Moderators: Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum
Tom Leary, Vice President Market Intelligence & Consulting, HARBOR Aluminum
13:20
Rising to the challenge of Climate Change
Lord Gregory Barker, Chief Executive Officer, EN+Group
13:35
Latest on the First US Greenfield Aluminum Rolling Mill Expansion in 37 Years (Braidy Atlas)
Craig T. Bouchard, Chief Executive Officer and President, Braidy Industries
13:55
The Aluminum Can Demand Revolution 2.0 has Just Begun
Rob Lauterbach, Vice President Global Sourcing, Ball
14:10
North America’s Flat Rolled Products Revival and Still More Shortages Ahead?
Tom Leary, Vice President Market Intelligence & Consulting, HARBOR Aluminum
14:45
STRATEGIC PANEL ON: North America’s Common Alloy Sheet, Cansheet, Autosheet & Foil Market Trends and Outlook
– Mike Otero, Chief Executive Officer, Oman Aluminium Rolling Company
– Matt Bedingfield, Chief Commercial & Strategy Officer, Tri-Arrows Aluminum
– Thomas Modrowski, President, Braidy Atlas
– Jamie Westfahl, Senior Director Global Packaging, Molson Coors
– Hudson Moore, Global Director Metal Sourcing, Anheuser-Busch InBev
– Rob Lauterbach, Vice President Global Sourcing, Ball Corporation
15:30
Live Poll and Q&A
15:40
Networking Refreshment Break
Sponsored by Maaden
SESSION 4: ALUMINUM PRODUCT PREMIUMS (Atlantic Ballroom)
Moderator: Rich Markiewicz, Senior Advisor, Physical Trading, HARBOR Aluminum
15:50
Why President Trump may Hike Section 232 Tariffs to 25%: Analysis of First Year & Global Aluminum Premium Outlook 2019-2020
Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum
16:30
The North American and European Billet Market & Premium Outlook 2019-2020
Juan Betancourt, Senior Aluminum Trade Analyst, HARBOR Aluminum
16:50
Live Poll and Q&A
17:00
Networking Drinks
Sponsored by London Metal Exchange
7:00
Networking Breakfast (Pacific Ballroom)
EARLY MORNING SPECIAL SESSION (Atlantic Ballroom)
7:30
The North American Aluminum’s Primary Foundry and Wire & Cable Market Outlook
Juan Betancourt, Senior Aluminum Trade Analyst, HARBOR Aluminum
7:50
Q&A
SESSION 5: NORTH AMERICA’S ALUMINUM SCRAP & SECONDARY MARKET OUTLOOK (Atlantic Ballroom)
Moderator: Rich Markiewicz, Senior Consultant, Physical Trading, HARBOR Aluminum
8:00
Is North America’s Scrap Oversupply and Record Discounts Going Away in 2020?: Analysis of Impact & Outlook Per Key Scrap Item
Jesus Villegas, Vice President Aluminum Analysis, HARBOR Aluminum
8:25
Strategic Panel: Emerging Trends & Challenges the North American Aluminum Scrap and Secondary Markets Face
– David C. Rosenblum, Vice President Non-Ferrous Sales, OmniSource
– Frank van de Winkel, Manager Business Development, TOMRA Sorting GmbH
– Jose Kipper, Director Aluminum Purchasing & Sales, Continental Aluminum
– Jesus Villegas, Vice President Aluminum Analysis, HARBOR Aluminum
9:05
Q&A
SESSION 6: MW PREMIUM REFORM, LME OUTLOOK & HEDGING
Moderator: Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum
9:15
LME Price Outlook 2019-2020: Fundamental & Speculative Scenarios
Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum
9:35
The Aluminum Pricing Examination Act (APEX ACT)
Rep. Ken Buck (R-CO-4), Original Co-Sponsor of the APEX Act
9:50
STRATEGIC PANEL: The LME’s New Contracts, MW Duty-Paid and Un-Paid Premiums Reform, and Latest on Hedging Practices
– Matthew Chamberlain, Chief Executive Officer, London Metal Exchange
– Tim Weiner, Global Commodity Risk Manager, MillerCoors
– Mary Jane Saunders, Vice President and General Counsel, Beer Institute
– Cesar Canalli, Director, Cargill Risk Management
10:30
Q&A
10:40
Networking Refreshment Break
Sponsored by Maaden
SESSION 7: OTHER STRATEGIC TOPICS (Atlantic Ballroom)
Moderator: Rich Markiewicz, Senior Advisor, Physical Trading, HARBOR Aluminum
10:55
Mexico’s Aluminum Demand Slowdown, Is the Boom Finally Over?
Jesus Villegas, Vice President Aluminum Analysis, HARBOR Aluminum
11:15
Alumina Price and Smelting Costs Outlook 2019-2020, Which Smelters will Close Next?
Julio Moreno, Senior Analyst Raw Materials, HARBOR Aluminum
11:35
The Biggest Aluminum Expansion Boom of Primary Aluminum in History (Detailed Analysis)
Fabio Garcia, Aluminum Production Analyst, HARBOR Aluminum
11:55
Q&A
12:00
End of Summit
*Only for delegates that have already signed up
Agenda as of April 30, 2019.**
Subject to change without prior notice.***
