SUMMITS’S AGENDA (Latest)

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.***

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