AGENDA

*Agenda as of May 20, 2024 / *Subject to change without prior notice.

TUESDAY – JUNE 4

7:00 – 10:30

HARBOR’s 5K Networking Run (DuSable Harbor) – Sponsored by Royce Corp.

*For pre-registered delegates.

7:00 – 15:00

HARBOR’s 10th Golf Classic (The Glen Club) – Sponsored by Real Alloy 

*For pre-registered delegates.

10:00 – 17:00

Summit Registration (Atlantic Foyer)

Registration Drinks – Sponsored by LME

10:00

WALT Expo 2024 Opens (Atlantic Foyer)

10:00

Networking Lounges (Radisson Lobby and 221 Blu Lounge) – Sponsored by ARZYZ

12:10 – 13:20

EXPAND YOUR TOOLBOX: HOW TO PROFIT FROM HARBOR’S INDUSTRY DATA & MARKET INTEL REPORTS (Pacific 1-2 Ballroom)

*For pre-registered delegates.

Jesus Villegas, Lead Scrap Market Intelligence, HARBOR Aluminum
Juan Betancourt, Lead Primary Value-Added Products Intelligence, HARBOR Aluminum
Tom Leary, Lead Flat Rolled Products Market Intelligence, HARBOR Aluminum
Gerardo Solorio, Head LME & Aluminum Analysis, HARBOR Aluminum

HARBOR’s Executive Training Program

Level 1

THE ALUMINUM INDUSTRY & THE NORTH AMERICAN MARKET (Pacific 1-2 Ballroom)

*For pre-registered delegates.

13:30

The Aluminum Industry Supply Chain & its Workings

Tom Leary, Lead Flat Rolled Products Market Intelligence, HARBOR Aluminum

14:20

Understanding Aluminum Smelting Economics & Latest Cost Curve Intel

Fabio Garcia, Senior Raw Materials Analyst, HARBOR Aluminum

15:10

Networking Refreshment Break (Pacific Foyer) – Sponsored by FRACSA

15:25

Aluminum Pricing Structures & Their Determinants

Jesus Villegas, Lead Scrap Market Intelligence, HARBOR Aluminum

16:15

The North American Aluminum Industry & Market Challenges Ahead

Juan Betancourt, Lead Primary Value-Added Products Intelligence, HARBOR Aluminum

Level 2

SCRAP MARKET, LME’S WORKINGS & ALUMINUM PRICE RISK MANAGEMENT (Pacific 3 Ballroom)

*For pre-registered delegates.

13:30

Aluminum Scrap Market: What it is, How it Works & Why it is Important

Jesus Villegas, Lead Scrap Market Intelligence, HARBOR Aluminum

14:20

London Metal Exchange: How it Operates & Key Terminology

Gerardo Solorio, Head LME & Aluminum Industry Analysis, HARBOR Aluminum

15:10

Networking Refreshment Break (Pacific Foyer) – Sponsored by FRACSA

15:25

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

Tim Weiner, Lead Pricing & Risk Management, HARBOR Aluminum

17:00 – 19:00

Welcome Reception – Sponsored by Oman Aluminium Rolling Co.

3rd Floor, Outdoor Terrace – Radisson Blu Aqua Hotel

WEDNESDAY – JUNE 5

7:00 – 8:00

Networking Breakfast (Pacific Ballroom) – Sponsored by ALBA

7:00 – 19:00

WALT Expo Exhibits (Atlantic Foyer)

10:00

Networking Lounges (Lobby and 221 Blu Lounge) – Sponsored by ARZYZ

Start of Summit

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

Moderators:
Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum (Panel)
Tim Weiner, Lead Pricing & Risk Management, HARBOR Aluminum (Live Poll)

8:00

THE NEXT CHAPTER & ITS NEW CHARACTERS: Aluminum Industry’s Structural Changes & LME Price Outlook 2024-2026

Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum

8:50

AFTER THE BEARISH STORM: North America, MJP & European P1020 Aluminum Premium Economics and Outlook 2024-2025

Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum

9:20

GREEN GOLD MINERS: Update on the Green Aluminum Race & Those Driving It 2024-2026

Jesus Villegas, Lead Scrap Market Intelligence, HARBOR Aluminum

9:45

HOT MARKET TOPICS PANEL: Restrictions on Russian Metal, Dominant Demand Shifts, Booming Secondary Expansions, Implications Import Tariffs in Mexico, Onshoring, The Green Race, Emergence of New Suppliers, Impact of New Tariffs

Matt Schicke, General Manager Aluminum Sales & Trading, Rio Tinto
Tim Chimera, Director of Procurement, Hydro-Extrusions North America
Matt Aboud, Senior Vice President Strategy & Business Development, Century Aluminum
Hisham Al Kooheji, Chief Marketing Officer, ALBA
Brian Hesse, CEO, PerenniAl
Rob Van Gils, Chief Executive Officer & Managing Partner, Hammerer Aluminium Industries Group

10:25

Live Poll

10:35

Networking Refreshment Break (Atlantic Foyer) – Sponsored by Real Alloy

2024 AWARD – WORLD’S TOP ALUMINUM EXECUTIVE (Atlantic Ballroom)

10:50

HARBOR’s Gene Greenberg Annual Award For World’s Top Aluminum Executive

Award Judges:
Rich Markiewicz, Senior Advisor, Physical Trading, HARBOR Aluminum
David Rosenblum, Senior Advisor, HARBOR Aluminum
Guy Riviere, Vice President, Scepter
Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum

SESSION 2: FIRESIDE CHAT (Atlantic Ballroom) 

Host: Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum

11:00

Building Mills and Investing in Recycling to Serve Growing Demand for Green Aluminum

Interview on-stage with Steve Fisher, President & CEO, Novelis

SESSION 3: KEYNOTE SPEAKER (Atlantic Ballroom)

11:35

Leader of the Miracle in the Andes (Netflix’s “Society of the Snow” was inspired by these events)

Nando Parrado, Leader of the Famous Plane Crash Survival Story in the Andes Mountains

12:25 – 13:40

Networking Lunch (Pacific Ballroom) – Sponsored by Rio Tinto

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

Moderators:
Tom Leary, Lead Flat Rolled Products Market Intelligence, HARBOR Aluminum (Panel)
Mike Otero, Flat Rolled Products Consultant, HARBOR Aluminum (Panel)

13:40

“REVIVAL COMING?” Update on the Cansheet and Autosheet Demand Revolutions: Supply, Demand & Price Outlook 2024-2025

Tom Leary, Lead Flat Rolled Products Market Intelligence, HARBOR Aluminum

14:15

“EXPECTED IMPACT OF THE UPCOMING AMERICAN SUPPLY COIL BOOM”: Common Alloy Sheet and Aluminum Foil Markets and Price Outlook 2024-2025

Tom Leary, Lead Flat Rolled Products Market Intelligence, HARBOR Aluminum

14:50

STRATEGIC PANEL: “IMPACT OF THE UPCOMING US SUPPLY BOOM, ONSHORING, TRADE FLOW CHANGES, IMPORT COMPETITION, THE GREEN REVOLUTION & RETURN OF THE BULL” – Discussion on Cansheet, Common Alloy, Autosheet & Foil Market Trends and Outlook

Paige Parker, Senior Purchasing Manager, Rivian
Bill Dempsey, Chief Procurement Officer, Ball Corp
Buddy Stemple, Chief Executive Officer, Constellium Muscle Schoals
Faisal Al-Hajri, Chief Executive Officer, Oman Aluminium Rolling Company
Jonathan Harper, Director of Sales-Tolling, Champagne Metals
Roman Valler, Sales Manager Aluminum, CNG Metals Group

15:35

Networking Refreshment Break (Atlantic Foyer) – Sponsored by Speira

SESSION 5: THE ALUMINUM GREEN REVOLUTION AND THOSE DRIVING IT (Atlantic Ballroom)

Host: Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum

15:55

STRATEGIC PANEL ON HOW INDUSTRY LEADERS ARE LIVING AND DRIVING THE GREEN ALUMINUM REVOLUTION

Bill Dempsey, Chief Procurement Officer, Ball Corp.
Einar Glomnes, Chief Executive Officer, Speira
Bessie Williams, Chief Procurement Officer North America, Prysmian
Hanne Simensen, Executive Vice President, Hydro Aluminium Metal
Matt Schicke, General Manager Aluminum Sales & Trading, Rio Tinto 

WALT TECH PAPER

Location: Caribbean/Caspian Room

16:35

DIFFERENT STEPS TO DECARBONIZATION IN ALUMINUM RECYCLING: A REALISTIC APPROACH FOR 2024

Iñigo Guinea,Chief Executive Officer, GHI Smart Furnaces

SESSION 6: EXCHANGE DEVELOPMENTS & ALUMINUM MARKET REFORM (Atlantic Ballroom)

Moderator: Tim Weiner, Lead Pricing & Risk Management, HARBOR Aluminum (Panel)

16:35

STRATEGIC PANEL: Impact of Restriction on Russian Aluminum, New Aluminum Contracts & Price References, Exchange Competition & Aluminum Market Reform

Jin Hennig, Managing Director & Global Head, CME Group
Georgina Hallett, Chief Sustainability Officer, London Metal Exchange
Mary Jane Saunders, General Counsel, Beer Institute

17:15

Networking Drinks (Atlantic Foyer) – Sponsored by CME Group

THURSDAY – JUNE 6

7:00 – 8:00

Networking Breakfast (Pacific Ballroom) – Sponsored by PerenniAL

7:00 – 19:00

WALT Expo Exhibits (Atlantic Foyer)

10:00

Networking Lounges (Lobby and 221 Blu Lounge) – Sponsored by ARZYZ

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

 

8:00

The North American & European Aluminum Foundry and Wire & Cable Market Outlook 2024-2025

Juan Betancourt, Lead Primary Value-Added Products Intelligence, HARBOR Aluminum

SESSION 8: ALUMINUM SCRAP & SECONDARY MARKET OUTLOOK (Atlantic Ballroom)

Moderator: David C. Rosenblum, Senior Advisor, HARBOR Aluminum

8:40

SOURCING NIGHTMARE: North America, Europe and Asia’s Intensified Competition for Scrap Units

Jesus Villegas, Lead Scrap Market Intelligence, HARBOR Aluminum

9:10

WILL PROFITABILITY EVAPORATE AHEAD AMID BOOMING SCRAP DEMAND?: Secondary Ingot Profitability & UBC, Class Scrap, Extrusion Scrap Supply & Spread Outlook

Jesus Villegas, Lead Scrap Market Intelligence, HARBOR Aluminum

9:40

STRATEGIC PANEL: Key Players Share their Views on Current Trends & Challenges in the North American and European Scrap and Secondary Markets

Beatriz Landa, VP Metal Procurement & Recycling, Novelis
Josh Stemen, VP, Sales & Supply Chain, Real Alloy
Danny Fisher, Vice President, Kataman Metals
Michel Bandel, Vice President of Trading and Metal, Royce Corporation
Alejandro Guerra, Project Director, ARZYZ
Jesus Villegas, Lead Scrap Market Intelligence, HARBOR Aluminum
David Rosenblum, Senior Advisor, HARBOR Aluminum

10:20

Live Poll

10:30

Networking Refreshment Break (Atlantic Foyer) – Sponsored by Century Aluminum

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

10:45

BORN IN THE USA: The Ongoing Secondary US Billet Supply Boom, Demise of Offshore Imports & The Billet Premium Outlook in North America and Europe 2024-2025

Juan Betancourt, Lead Primary Value-Added Products Intelligence, HARBOR Aluminum

11:10

THE GREEN ALUMINUM SLAB SUPPLY REVOLUTION:  North America’s & Europe’s Aluminum Slab Market and Outlook 2024-2025

Juan Betancourt, Lead Primary Value-Added Products Intelligence, HARBOR Aluminum

11:35

LOCKING IN VALUE: LME Price Value Analysis, Hedging, & Outlook 2024-2025

Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum

12:05

End of Summit and WALT Expo 2024

*Agenda as of May 20, 2024 / *Subject to change without prior notice.