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Agenda

The 2022 agenda and speakers have been released! Meet the speakers from DTE Energy, SunCoke, ACCCI, Oluma Resources,  Wood Mackenzie, and McCloskey by OPIS, a Dow Jones Company.

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Registration and Opening Remarks
Registration Open Welcome Breakfast Sponsored by SunCoke Energy
Opening Remarks
Session I: Metallurgical Coal, Coke and Steel Market Dynamics and Global Expectations
< Session Description >
This session will feature presentations from leading industry experts share insights on the metallurgical coal, coke and steel industry market trends and global market outlook and the impact of current events.
Metallurgical coal markets in 2023
The global metallurgical coal markets have been on a roller coaster ride in 2022, going from record price highs to a grim demand outlook within the space of a few months. With COVID-19 still present, the impacts of the Russia-Ukraine war keenly felt, high inflation, and risks of recession, the outlook for 2023 is highly uncertain. Here we present our expectations for 2023, including: - Demand outlook, including expectations in China, India, the US and Europe - Evolution of mining costs in the wake of COVID-19, the Russia-Ukraine war, and high inflation - Expectations for met-to-thermal switching We also discuss some of our longer term key messages, around topics such as onshoring of resources, and whether there is adequate investment in metallurgical coal in the long term.
Dr. James Stevenson | Executive Director and Research Head, Coal, Metals & Mining, McCloskey by OPIS, a Dow Jones Company
Seaborne Met Market in 2023 – Opportunities for U.S. Coal
  • Opportunities for U.S. coal amid growing volatility in seaborne coking coal market
  • Impact of macroeconomic headwinds on coal demand
  • Geopolitical changes and the trade flows they impact

Ted O’Brien | Managing Partner and CCO, Oluma Resources
PANEL : Industry Outlook – Addressing Current Challenges - Supply side responses to changing landscape
Information and panelists coming soon!
Networking Break
Session II: Industry Consolidation and M&A Landscape
Global Economic Outlook
M&A Activity and Industry Funding
  • Access to capital to support strategic and organic growth
  • Global trade outlook for growth
Session III: Transportation Major Challenges and Solutions from barge to rail
Overview on Disruption, Current Capacity and Outlook
Port Efficiency and Future Outlook
Networking Lunch
Session IV: Challenges and Solutions
< Session Description >
From supply concerns to export bans and the push for lower emissions this session will cover the range of challenges facing the coal coke and steel industrie.
Principal Federal Environmental Rules and Rulemakings Facing the U.S. Coke Industry in 2022
In the early 1990s, U.S. coke producers played a key role in negotiations on Capitol Hill and, subsequently, with EPA, environmentalists and other stakeholders that led to the widely heralded Coke Oven National Emission Standard for Hazardous Air Pollutants (NESHAPs) promulgated by EPA in 1993 under the Clean Air Act Amendments of 1990 (CAAA).  This presentation will focus on the principal Clean Air Act and other Federal environmental rules and rulemakings that U.S. coke producers are facing in 2022 and beyond, including one rulemaking arising now out of the 1993 Coke Oven NESHAPs, and the proactive steps the industry is taking to address them.
David C. Ailor, P.E. | P.E. President, American Coke and Coal Chemicals Institute
A Journey into Foundry Coke Manufacturing
In 2019 SunCoke diversified the use of our heat recovery ovens and leveraged a six decade history of making blast coke to begin making foundry coke. Today, SunCoke supplies over 20% of the US foundry coke demand and continues to develop our technical capabilities, increase our production capacity, as well as create new foundry coal blends. This talk will review SunCoke’s foundry coke journey, explore the key technical differences between heat recovery ovens and by-product ovens and how these differences impact foundry coke making.
Dr. John Richardson | Director of Technology, SunCoke Enegy
Future of North American Coke Supply and Demand
Steel producers in North America have already made a shift toward electric arc furnaces.  This is only likely to intensify over the coming years with the move toward decarbonization.  What does the future look like for blast furnace coke supply and demand?        
Michael Nobis | Director of Met Coal Procurement and Coke Sales , DTE Vantage
Coal Supply for the Changing Steel Market
  • US metallurgical coal supply plans
  • Major new mine development projects and prospects
  • Startup producers across Appalachia
  • North American met coal supply-demand balance
  • Decline in coal demand with the shift to EAF steel
  • Export market potential and logistics
  • Carbon supply for the growing EAF steel market
  • Anthracite supply in Pennsylvania
  • Impact of the Ukraine war on world anthracite markets

Seth Schwartz | President, Energy Ventures Analysis
Networking Break
Session V: Can Coke be Clean? Decarbonization and the push toward green
Will the stars align? Decarbonisation of the global steel and metallurgical coal industries
Pressures are mounting to reduce global carbon emissions, with particular emphasis on steel and coal mining’s contributions. Under Wood Mackenzie’s Accelerated Energy Transition scenario, where steelmaking emissions are reduced by 90% by 2050, steel and met coal markets are profoundly altered.
To achieve this aggressive scenario, near-term strategies include major shifts in production methods to commercially available, low-carbon alternatives. Technology advancements and carbon abatements will be needed in the long term to maintain global economic growth, while decarbonising steelmaking and coal mining. Though, the question remains, how achievable is this narrative?         
Luke Fritz | Research Analyst, Metallurgical Coal, Wood Mac
Decarburization and Future Industry Impact
Presentation to be confirmed
Networking Reception Sponsored by XCoal
Sponsored by XCoal
Registration and Opening Remarks
Registration Open
Opening Remarks
Session VI: Steel and Ironmaking Current and Future Outlook
Update on Growth of EAF vs BF/BOF Steel Production; Impact on Met Coke Demand
Global overview of EAF vs BF/BOF Steel Production
  • NAFTA (USA, Canada, Mexico) Growth of EAF vs BF/BOF Steel Production
  • EU Future Growth of DRI/EAF Steel Production to Reduce CO2 Emissions
  • Prospect for CO2 Reduction with BF/BOF Route
  • Metallics (DRI, pig iron) for EAF Production): role for NAFTA BF Sector
  • Implications for Future Met Coke Demand
The above challenges will be discussed with emphasis on the NAFTA region but also on a global basis.
 
Dr. Joseph J Poveromo | Raw Materials & Ironmaking Global Consulting
Sustainable Ironmaking
In view of the new economic reality, Paul Wurth has reassessed the blast furnace route in the light of the worldwide CO2 emission ambitions. Seeing the scarce scrap and high grade pellet availability after 2030, it will be of the essence for cost efficient steel makers to count on a CO2 lean production route based on the well established reduction melting process. Paul Wurth has in this respect come up with a very exciting concept allowing to have a compact reduction melting furnace. This technology can be the key in existing integrated steel plant set ups allowing for highly cost efficient steel production satisfying the requirements as set by the international energy agency for the steel industry for after 2045.
Peter Kinzel | Head of Department, Paul Wurth SMS Group
Steel Manufacturer path to decarb
North American Steel Production
Networking Break
Session VII: Future Outlook
Presentation to be confirmed
Closing Panel
Farewell Networking Lunch