7:10
Transportation to Golf Classic
Atlantic Foyer – Radisson Blu Aqua Hotel
8:00 – 15:15
HARBOR’s 7th Golf Classic
Harborside International Golf Center
10:00 – 17:30
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
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 Changes 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 & HOT TOPICS
Moderators: Jorge Vazquez, Founder & President, HARBOR Aluminum (Panel)
Atlantic Ballroom – Radisson Blu Aqua Hotel
8:00
Is the Aluminum Market in a Super Cycle? Industry Landscape & Price Outlook 2021-2022
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
Live Poll and Q&A Session
9:30
PANEL ON HOT MARKET TOPICS: Green Aluminum, Russian Export Tax, Logistical Challenges, Section 232 Permanencee & “The Canadian Problem”
Adel Abubakar, CEO & President, EGA America
Brian Hesse, President & CEO, Rusal America
Marcus Becker, VP & Chief Procurement Officer, Constellium
Tim Chimera, Director of Procurement, Hydro-Extrusions North America
10:20
Networking Refreshment Break – Sponsored by Almexa
2020 – 2021 AWARD – WORLD’S TOP ALUMINUM EXECUTIVE
10:50
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 & President, HARBOR Aluminum
KEYNOTE SESSION 2: BUSINESS STRATEGY
Moderator: Jorge Vazquez, Founder & President, HARBOR Aluminum (Panel)
Atlantic Ballroom – Radisson Blu Aqua Hotel
11:00
KEYNOTE PRESENTATION: The Emerging New World Order – What Could it Mean to the Aluminum Industry?
George Friedman, Founder and Chairman, Geopolitical Futures
11:50
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)
13:05
“Told you so”. The Ongoing Aluminum Can Revolution 2.0
Bill Dempsey, Vice President Global Sourcing, Ball Corporation
13:30
The Cansheet and Autosheet Demand Revolutions: Supply, Demand & Price Outlook 2021-2022
Tom Leary, Head of Rolled Products Unit, HARBOR Aluminum
WALT EXPO
13:30
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
ACommon Alloy Sheet and Aluminum Foil: Deficits and Price Inflation 2021-2022
Tom Leary, Head of Rolled Products Unit, HARBOR Aluminum
WALT EXPO
13:55
NEW BILLET SUPPLIER PAPER: Manufacturing of Impressive Largest Cross-Section
Aluminum Ingot i
Ruben Hernandez, Chief Metalurgical Officer, Ellwood
14:20
STRATEGIC PANNEL: North America’s Cansheet, Common Alloy Sheet, Autosheet & Foil Market Trends and 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
14:20
FURNACE TECHNOLOGY TECHNCIAL PAPER: Aluminum Recycling and the Plant of the Future
Iñigo Guinea- Chief Executive Officer, GHI Smart Furnaces
15:10
Live Poll and Q&A Session
15:20
Networking Refreshment Break – Sponsored by Almexa
SESSION 4: GREEN ALUMINUM, NEW EXCHANGE CONTRACTS & ALUMINUM PREMIUMS
Moderator: Moderator: Tim Weiner, Aluminum Pricing & Risk Management, HARBOR Aluminum (Live Poll and Q&A)
Atlantic Ballroom – Radisson Blu Aqua Hotel
15:30
The Russian Export Tax, “The Canadian Problem” , Section 232
and The Global P1020 Premium Outlook 2021-2022
Jorge Vazquez, Founder & President, HARBOR Aluminum
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, Latest on Risk Management
Lord Barker of Battle, Executive Chairman, EN+ Group
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
17:15
Live Poll and Q&A Session
17:45
Networking Drinks
7:00
Networking Breakfast – Sponsored by RUSAL America
7:00 – 12:00
WALT Expo Exhibits (Pacific Ballroom)
SESSION 5: EARLY MORNING SESSION
Moderator: Rich Markiewicz, Senior Advisor, Physical Trading, HARBOR Aluminum
Atlantic Ballroom – Radisson Blu Aqua Hotel
7:30
The North American Aluminum Foundry and Wire & Cable Market Outlook 2021-2022
Juan Betancourt, Head of Aluminum VAPs Unit, HARBOR Aluminum
7:50
Q&A Session
8:00
SESSION 6: THE FED & OUTLOOK
SPECIAL PRESENTATION: The Federal Reserve, Its Ballooning Balance Sheet and Why We Should Care
Professor Alan N. Rechtschaffen, Advisor to Central Banks
Atlantic Ballroom – Radisson Blu Aqua Hotel
SESSION 7: ALUMINUM SCRAP & SECONDARY MARKET 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 Upcoming North American Scrap Tightness, Impact & Exceptions
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
The Greenest Green: UBC and Class Scrap Landscape & Outlook 2021-2022
Jesus Villegas, Head of Scrap & Secondary Unit, HARBOR Aluminum
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
Iñigo Guinea- Chief Executive Officer, GHI Smart Furnaces
Frank van de Winkel, Manager Business Development, TOMRA Sorting
10:25
Live Poll and Q&A Session
10:35
Networking Refreshment Break – Sponsored by Almexa
SESSION 8: STRATEGIC Topics of Interest
Moderator: Rich Markiewicz, Senior Advisor, Physical Trading, HARBOR Aluminum
10:50
LME Price Outlook 2021-2022: Fundamental & Speculative Scenarios
Jorge Vazquez, Founder & President, HARBOR Aluminum
11:10
The Secondary Billet Supply Boom in North America & The Premium Outlook 2021-2022
Juan Betancourt, Head of Aluminum VAPs Unit, HARBOR Aluminum
11:30
“No mas”: Why the North American Slab Market Has Looked Beyond Canada for Supply
Juan Betancourt, Head of Aluminum VAPs Unit, HARBOR Aluminum
11:50
Live Poll and Q&A Session
12:00
End of Summit and WALT Expo 2021
