AGENDA

TUE. JUNE 7
WED. JUNE 8
THU. JUNE 9

7:00 – 10:30

HARBOR's 5K Networking Run (DuSable Harbor)

*Only for delegates that have already signed up.

7:00 – 15:00

HARBOR’s 8th Golf Classic (The Glen Club)

* Only for delegates that have already signed up.

10:00 – 17:00

Summit Registration (Atlantic Foyer)

Registration Drinks

10:00 – 17:00

WALT Expo 2022 Opens (Atlantic Foyer)

12:10 – 13:20

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

* Only for delegates that have already signed up.

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 (Pacific Ballroom)

* 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

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)

* Only for delegates that have already signed up.

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)

Adam Jackson, Director, AEGIS Hedging Solutions

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 (Atlantic Foyer)

8:00
Start of Summit

SESSION 1: ALUMINUM INDUSTRY FUNDAMENTALS & OUTLOOK (Atlantic Ballroom)

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

8:05

BONANZA, DESTRUCTION & RE-SOURCING: Aluminum's Industry Landscape & Price Outlook 2023

Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum

8:45

SEARCHING FOR GOLD & PEACE: The Green Aluminum Race 2023-2025

Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum

9:10

PEAK OR PLATEAU?: World P1020 Aluminum Premium Hyperinflation and Outlook 2023

Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum

9:40

PANEL ON HOT MARKET TOPICS: War Shock, Demand Destruction, Aluminum Resourcing, Logistical Challenges, Surcharges, The Green Revolution

Adel Abubakar, Chief Marketing Officer, EGA
Nick Mize, Vice President Global Metal Procurement, Novelis
Brian Hesse, President & CEO, PerenniAL
Tim Chimera, Director of Procurement, Hydro-Extrusions North America
Rob Van Gils, Chief Executive Officer & Managing Partner, Hammerer Aluminium Industries Group
Cees Van de Mortel, Commercial Vice President, T. Parker Host

10:20

Live Poll

10:30

Networking Refreshment Break (Atlantic Foyer)

10:45

2022 AWARD - WORLD'S TOP ALUMINUM EXECUTIVE (Atlantic Ballroom)
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 Non-Ferrous Sales, OmniSource
Guy Riviere, Vice President, Scepter
Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum

11:00

SESSION 2: KEYNOTE INTERVIEW (Atlantic Ballroom)

LAST MAN STANDING: Views on Survival and Growth in Today's Aluminum Industry
On-Stage Interview with Jesse Gary, Chief Executive Officer, Century Aluminum
Conducted by Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum

11:30

SESSION 3: KEYNOTE SPEAKER (Atlantic Ballroom)

Antifragile: Things that Gain from Disorder

Nassim Nicholas Taleb, Author of "The Black Swan", one of the 12 most influential books since WWII

12:15 - 13:30

Networking Lunch (Pacific Ballroom)

SESSION 4: ALUMINUM FLAT ROLLED PRODUCTS OUTLOOK (Atlantic Ballroom)

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

13:30

Update on the Ongoing Aluminum Can Revolution 2.0 (Atlantic Ballroom)

Bill Dempsey, Chief Procurement Officer, Ball Corporation

14:00

"The Underdog is Winning" - The Cansheet and Autosheet Demand Revolutions:
Supply, Demand & Price Outlook 2022-2023

Tom Leary, Head of Rolled Products Unit, HARBOR Aluminum

14:30

"Too Little Supply & Too Late for the Good Days to End?": Common Alloy Sheet and Aluminum Foil Supply Expansions and Price Outlook 2022-2023

Tom Leary, Head of Rolled Products Unit, HARBOR Aluminum

15:00

STRATEGIC PANEL - "Where are the Coils Coming From?":
Discussion on Common Alloy, Autosheet & Foil Market Trends and Outlook

Buddy Stemple, Chief Executive Officer, Constellium Ravenswood
Peter Rijkoort, Chief Executive Officer, OARC
Mike Otero, Chief Executive Officer, Almexa
Calum Donnachie, Chief Commercial Officer, Basic Metals
Carol McSwain, Director of Supply Chain, NIM Group

WALT EXPO
15:00

TECHNICAL PAPER: The Aluminum Evolution

Ram Ramanan, Senior Technical Billet Consultant, PerenniAL
Jim Walters, Senior Sales Consultant, PerenniAL

15:40

Networking Refreshment Break (Atlantic Foyer)

SESSION 5: LIVING THE GREEN REVOLUTION (Atlantic Ballroom)

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

15:55

STRATEGIC PANEL: Green & Super Green Aluminum Products, Prices and Sustainability Initiatives

Dennis Schuilenburg, Global Chief Commercial & Sustainability Officer, Ball Corporation
Suzanne Lindsey-Walker, Vice President Sustainability, Novelis
Matt Aboud, Senior Vice President Strategy & Business Development, Century Aluminum

SESSION 6: EXCHANGE DEVELOPMENTS & ALUMINUM PREMIUM REFORM

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

16:30

STRATEGIC PANEL: New Aluminum Contracts & Price References, Exchange Competition & P1020 Premiums 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

17:10

Networking Drinks (Atlantic Foyer)

7:00 - 8:00

Networking Breakfast (Pacific Ballroom)

7:00 – 12:00

WALT Expo Exhibits (Atlantic Foyer)

SESSION 7 - ALUMINUM MARKETS WITH UNIQUE TRENDS (Atlantic Ballroom)

Tim Weiner, Head of Aluminum Pricing, HARBOR Aluminum (Q&A)

8:00

The North America/Europe Aluminum Foundry and Wire & Cable Market Outlook 2022-2023

Juan Betancourt, Head of Aluminum VAPs Unit, HARBOR Aluminum

WALT EXPO
8:10

FURNACE TECHNOLOGY: Digital Twin Furnaces, Smart Revolution

Iñigo Guinea, Chief Executive Officer, GHI Smart Furnaces

8:30

Q&A Session

SESSION 8: ALUMINUM SCRAP & RECYCLING OUTLOOK (Atlantic Ballroom)

Moderators: Tim Weiner, Head of Aluminum Pricing, HARBOR Aluminum (Panel, Live Poll, Q&A)
Jesus Villegas, Head of Scrap & Secondary Unit, HARBOR Aluminum (Panel)

8:40

BATTLEGROUND: Update on The Silent Aluminum Scrap War

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

9:10

WHEN DOMESTIC GOES GLOBAL: UBC and Class Scrap Trade Flows, Discounts & Outlook 2022-2023

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

9:40

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
Iñigo Guinea, Chief Executive Officer, GHI Smart Furnaces
Frank Van de Winkel, Business Development Manager, Metal, TOMRA Sorting
Jesus Villegas, Head of Scrap & Secondary Unit, Harbor Aluminum
Michel Bandel, Vice President of Trading and Metal, Royce Corporation

10:20

Live Poll

10:30

Networking Refreshment Break (Atlantic Foyer)

WALT EXPO
10:45

SCRAP SORTING TECHNOLOGY: Quality Upgrades of Various Aluminum Scrap Types Using 10:45 Latest Sensor Based Sorting Technologies

Frank Van de Winkel, Business Development Manager, Metal, TOMRA Sorting

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

Moderator: Tim Weiner, Head of Aluminum Pricing, HARBOR Aluminum (Live Poll and Q&A)

10:45

SOLD OUT...FOR NOW: North America/Europe Extrusion Demand Boom, Secondary Billet Revolution & Billet Premium Outlook 2022-2023

Juan Betancourt, Head of Aluminum VAPs Unit, HARBOR Aluminum

11:10

FEEDING THE FRP EXPANSION: North America/Europe Aluminum Slab Market and Outlook 2022-2023

Juan Betancourt, Head of Aluminum VAPs Unit, HARBOR Aluminum

11:35

FOR HOW LONG?: LME Price Value Analysis & Outlook 2022-2023

Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum

12:00

End of Summit and WALT Expo 2022

*Agenda as of May 19, 2022 / *Subject to change without prior notice.