AGENDA

7:10 

Transportation to Golf Classic

Atlantic Foyer – Radisson Blu Aqua Hotel

8:00 – 14:30 

HARBOR’s 7th Golf Classic

Harborside International Golf Center

10:00 – 17:00 

Summit Registration

Atlantic Foyer – Radisson Blu Aqua Hotel

 

Registration Drinks

Atlantic Foyer – Radisson Blu Aqua Hotel

10:00

WALT EXPO 2021 Opens

Pacific Ballroom – Radisson Blu Aqua Hotel

12:10 – 13:20

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

Jesus Villegas, Head of Scrap & Secondary Unit, HARBOR Aluminum
Tom Leary, Head of Rolled Products Unit, HARBOR Aluminum
Juan Betancourt, Head of Aluminum VAPs Unit, HARBOR Aluminum
Gerardo Solorio, Senior Aluminum Analyst, HARBOR Aluminum

HARBOR’s Executive Training Program

Level 1

THE ALUMINUM INDUSTRY & THE NORTH AMERICAN MARKET

* Only for delegates that have already signed up.

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

Julio Moreno, Senior Raw Materials Analyst, HARBOR Aluminum

15:10

Networking Refreshment Break – Sponsored by KWA Analytics

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

* Only for delegates that have already signed up.

13:30

Aluminum Scrap Market: What it is, How it Works & Why is it 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 – Sponsored by KWA Analytics

15:25

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

Adam Jackson, AEGIS Hedging Solutions, Director

17:00 – 19:00

Welcome Reception

Outdoor Terrace, 3rd Floor – Radisson Blu Aqua Hotel

7:00 – 8:00

Networking Breakfast

7:00 – 19:00

WALT Expo (Exhibits)

8:00
Official Start Of The Conference

SESSION 1: ALUMINUM INDUSTRY FUNDAMENTALS & OUTLOOK

Moderators: Jorge Vazquez, Founder & President, HARBOR Aluminum (Panel)
Atlantic Ballroom – Radisson Blu Aqua Hotel

8:05

Is the Aluminum Market in a Super Cycle? Industry Landscape & Price Outlook 2022

Jorge Vazquez, Founder & President, HARBOR Aluminum

8:50

The Green Aluminum Race: Tactical and Strategic Implications 2021-2025

Jorge Vazquez, Founder & President, HARBOR Aluminum

9:20

World P1020 Aluminum Premium Hyperinflation and Outlook 2022

Jorge Vazquez, Founder & President, HARBOR Aluminum

9:50

Live Poll and Q&A Session

10:00

PANEL ON HOT MARKET TOPICS: Green Aluminum, Russian Export Tax, Logistical Challenges, Section 232 Permanence & “The Canadian Problem”

Adel Abubakar, Acting Chief Marketing Officer, EGA America
Brian Hesse, President & CEO, Rusal America
Marcus Becker, VP & Chief Procurement Officer, Constellium
Tim Chimera, Director of Procurement, Hydro-Extrusions North America
Mike Otero, Chief Executive Officer, Almexa

10:40

Networking Refreshment Break – Sponsored by Almexa

11:00

2020 – 2021 AWARD – WORLD’S TOP ALUMINUM EXECUTIVE
HARBOR’s Gene Greenberg Annual Award For World’s Top Aluminum Executive

 

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 & President, HARBOR Aluminum

SESSION 2: KEYNOTE 1 GEOPOLITICS & ALUMINUM

Atlantic Ballroom – Radisson Blu Aqua Hotel

11:15

SPECIAL PRESENTATION: The Emerging New World Order – What Could it Mean to the Aluminum Industry

George Friedman, Founder and Chairman, Geopolitical Futures

12:00

Networking Lunch – Sponsored by EGA

SESSION 3: ALUMINUM FLAT ROLLED PRODUCTS OUTLOOK

Moderators: Jorge Vazquez, Founder & President, HARBOR Aluminum (Panel)
Tom Leary, Head of Rolled Products Unit, HARBOR Aluminum (Panel & Live Poll)

13:10

“Told You So”. The Ongoing Aluminum Can Revolution 2.0

Bill Dempsey, Vice President Global Sourcing, Ball Corporation

WALT EXPO

13:10

FURNACE TECHNOLOGY PAPER: Aluminum Recycling and the Plant of the Future

Iñigo Guinea, Chief Executive Officer, GHI Smart Furnaces

13:30

“Which One is Fad?” – The Cansheet and Autosheet Demand Revolutions: Supply, Demand & Price Outlook 2021-2022

Tom Leary, Head of Rolled Products Unit, HARBOR Aluminum

WALT EXPO

13:40

BILLET TECHNICAL PAPER: The New Paradigm Shift in Extruder’s Billet Supply

Ram Ramanan, Senior Technical Billet Consultant, RUSAL America
Jim Walters, Senior Sales Manager, RUSAL America

13:55

“Will Not be Over Soon”: Common Alloy and Aluminum Foil Shortages and Price Inflation 2021-2022

Tom Leary, Head of Rolled Products Unit, HARBOR Aluminum

WALT EXPO

14:10

NEW METAL SUPPLIER PAPER: Production of the World’s Largest and Most Impressive Aluminum Slabs (Cross-Section Aluminum Ingot)

Ruben Hernandez, Chief Metalurgical Officer, Ellwood

14:20

STRATEGIC PANEL: “Where are the Coils Going to Come From?”: Discussion on Cansheet, Common Alloy, Autosheet & Foil Trends & Outlook

Buddy Stemple, Chief Executive Officer, Constellium Ravenswood
Mike Keown, Chief Executive Officer, Commonwealth Rolled Products
Don Foster, Board Member, Unity Aluminum
Peter Rijkoort, Chief Executive Officer, OARC
Mike Otero, Chief Executive Officer, Almexa
Bill Dempsey, Vice President Global Sourcing, Ball
Carl Grobien, VP Mexico Operations, National Material Mexico

WALT EXPO

14:40

COMMODITY RISK MANAGEMENT PAPER: The Digital Transformation of the Aluminum Market

Scott Evans, President and Co-Founder, Waybridge

15:05

Networking Refreshment Break – Sponsored by Almexa

SESSION 4: KEYNOTE 2 MACROECONOMICS, ALUMINUM & CRYPTOCURRENCIES

Atlantic Ballroom – Radisson Blu Aqua Hotel

15:20

THE NEW NORMAL MACROECONOMY: A Look at Cash, COVID & Cryptocurrencies

Professor Alan N. Rechtschaffen, Monetary Policy Expert

SESSION 5: SUSTAINABILITY, NEW EXCHANGE CONTRACTS & ALUMINUM PREMIUM REFORM

Moderator: Jorge Vazquez, Founder & President, HARBOR Aluminum (Panel)
Atlantic Ballroom – Radisson Blu Aqua Hotel

16:10

LME’s New Aluminum Contracts and the Sustainability Agenda

Matthew Chamberlain, Chief Executive Officer, London Metal Exchange

16:30

KEYNOTE STRATEGIC PANEL: Green Aluminum, New Exchange Aluminum Contracts,
P1020 Premiums Reform and Latest on Risk Management

Lord Barker of Battle, Executive Chairman, EN+ Group
Georgina Hallett, Chief Sustainability Officer, LME Group
Young-Jin Chang, Managing Director & Global Head, CME Group
Mary Jane Saunders, Vice President and General Counsel, Beer Institute

WALT EXPO

16:30

SECONDARY ALUMINUM PAPER: Innovation and Leadership in the Production of Secondary Aluminum

Eduardo Musalem, Comercial Manufacturing Director, ARZYZ

17:20

Networking Drinks

7:00

Networking Breakfast – Sponsored by RUSAL America

7:00 – 12:00

WALT Expo Exhibits (Pacific Ballroom)

SESSION 6: EARLY MORNING SESSION  ALUMINUM MARKETS TO SURPRISE THE MOST IN 2022?

Moderator: Rich Markiewicz, Senior Advisor, Physical Trading, HARBOR Aluminum
Atlantic Ballroom – Radisson Blu Aqua Hotel

8:10

The North American Aluminum Foundry and Wire & Cable Market Outlook 2021-2022

Juan Betancourt, Head of Aluminum VAPs Unit, HARBOR Aluminum

SESSION 7: ALUMINUM SCRAP RECYCLING OUTLOOK

Moderators: Rich Markiewicz, Senior Advisor, Physical Trading, HARBOR Aluminum (Panel, Live Poll, Q&A)
Jesus Villegas, Head of Scrap & Secondary Unit, HARBOR Aluminum (Panel)
Atlantic Ballroom – Radisson Blu Aqua Hotel

8:45

The Silent Aluminum Scrap War

Jesus Villegas, Head of Scrap & Secondary Unit, HARBOR Aluminum (Panel)

9:05

AGITA ! – The Zorba & 5xxx/6xxx Scrap Story

David C. Rosenblum, Vice President Non-Ferrous Sales, Omnisource

9:25

“Here to Stay?”: UBC and Class Scrap Record Discounts & Outlook 2021-2022

Jesus Villegas, Head of Scrap & Secondary Unit, HARBOR Aluminum (Panel)

9:45

STRATEGIC PANEL: Key Players Share their Views on Current Trends & Challenges the North American Scrap and Secondary Market Face

David C. Rosenblum, Vice President Non-Ferrous Sales, Omnisource
Jesus Villegas, Head of Scrap & Secondary Unit, HARBOR Aluminum
Michel Bandel, Vice President of Trading and Metal Control, Royce Corporation
Iñigo Guinea- Chief Executive Officer, GHI Smart Furnaces
Frank van de Winkel, Manager Business Development, TOMRA Sorting
Eduardo Musalem, Commercial Manufacturing Director, ARZYZ

10:25

Live Poll and Q&A Session

10:35

Networking Refreshment Break – Sponsored by Almexa

SESSION 8: BIGGEST ALUMINUM SUPPLY CHANGES IN 2022?

Moderator: Rich Markiewicz, Senior Advisor, Physical Trading, HARBOR Aluminum (Panel, Live Poll, Q&A)
Atlantic Ballroom – Radisson Blu Aqua Hotel

10:50

“Me Too”: Booming Secondary Billet Production in North American & The Premium Outlook 2021-2022

Juan Betancourt, Head of Aluminum VAPs Unit, HARBOR Aluminum

11:00

“No Mas”: Why the North American Slab Market Has Looked Beyond Canada for Supply

Juan Betancourt, Head of Aluminum VAPs Unit, HARBOR Aluminum

11:30

“Time to Sell?”: LME Price Value Analysis & Outlook 2022

Jorge Vazquez, Founder & President, HARBOR Aluminum

12:00

End of Summit and WALT Expo 2021

*Subject to change without prior notice. More information will follow