Day 1

08.30
Registration & Coffee

08.45
Welcome & Speed Networking
A chance to get to know your peers from all tracks before the start of the conference and set a relaxed and informal atmosphere

Aileen Vitug, Conference Producer, IBC Asia (S) Pte Ltd

8.50 Chairman’s Opening Remarks

Chris Walker, Market Manager, globalCOAL

09.00
KEYNOTE: Indonesian Coal Production Targets and Forecast for 2012

• Preparing for growth and rising trade flows in export markets
• Discussing policy drivers, pricing and investments influencing coal supply
• Dealing with new entrants in the market and new trends in coal transactions
• Ban on the export of Low Rank Coal (LRC) from 2014 onwards

Bob Kamandanu, Chairman, Indonesia Coal Mining Association (ICMA), President Director, PT Delma Mining, Commissioner, PT Berau Coal

09.30
KEYNOTE: From the Ore Body to Customer - Conferring Security Across the Supply Chain and the Mine Development Lifecycle

• Where investment is currently being made to assure supply to customers
• Where the fault lines and weak points in security are likely to emanate from
• An Australian perspective with a number of other key supply geographies
• Outlining Rio Tinto’s focii and actions

Matt Coulter, Chief Development Officer – Coal, Rio Tinto Energy

10.00
Balancing the Asia-Pacific Coal Market• Demand and Supply fundamentals for thermal coal

• Market fundamentals for met coal
• The US contribution: Current situation and future perspective

Renato Paladino, President, Arch Coal Asia Pacific

10.30
Q&A Followed by Morning Refreshments

11.00
“Tavan Tolgoi” World-class Coal Deposits in Mongolia

• Updates of Tavan Tolgoi deposit
• Mine development and operation plans and timelines
• Infrastructure developments
• IPO of the Erdenes Tavan Tolgoi JSC

Tsenguun Tsogt, Head of Investment and Financing Department, Erdenes Tavan Tolgoi JSC

11.30
Severstal’s Financial and Strategic Targets

• Steel related mining – first priority investments
• Emerging markets as key geographic areas for Severstal growth
• Vertical integration for our steel assets at level of 100% and more

Semyon Vavilov, VP Business Development Asia, Severstal, Russia

12.00
US West Coast Thermal Coals – A New Supply Source for the Asian Market

• Overview of the world’s 2nd largest coal producer
• Competitiveness of US export thermal coals
• Logistical constraints
• US west coast port developments

Michael Mewing, Executive Director, Ambre Energy

12.30
Lessons learned from global trading regions and applications to Asia

• International Coal Trade and Asia – can we draw parallels?
• How to add value to the trading function
• Market opportunities and challenges

Richard Payne, ETI Platform Marketing Director, Cargill International SA

13.00
Networking Lunch

17.00
End of Conference Day 1 – Networking Cocktail Reception

Day 2

08.55
Chairman’s Opening Remarks  

Geoffrey Gold, CEO, Gold Group Asia

09.00
Treading water or full steam ahead: The role of coal in driving economic growth in an emissions-constrained world

• Coal, the backbone of global electricity generation
• Importance of China and India for coal and energy markets
• Developments in coal supply costs
• Policy and technology actions for climate change

Paweł Olejarnik, Senior Energy Analyst, International Energy Agency

09.30
Update on German and European imports

• Overview of European coal and lignite production
• Decreasing European coal production and imports
• Overcoming resistance against coal use through sustainability arguments – Coal vs. gas vs. nuclear
• Can resistance against coal be resolved? CCS as a key element?
• Development of new power plants in Germany• Outlook for European Coking Coal

Prof. Dr. Franz-Josef Wodopia, Chief Executive, German Coal Association

10.00
Indonesia’s Domestic Power Production and Demand Update

• Coal-fired power generation and mine-mouth plant construction update
• PLN and IPP Power Plants, and impact on DMO
• Coal pricing, long term contracts and relevant energy policies

Helmi Najmamudin, Head of Coal Division, PT PLN

10.30
Q&A Followed by Morning Refreshments

11.00
ANALYST BRIEFING: How are Buyer’s Needs Changing?

• Impact of Japan crisis on Asian coal demand
• How will India’s demand effect the global market?
• Mongolia a lot of potential but can it deliver?
• Growth of the Steel sector and its soaring coal needs

Yuichi Uemoto, General Manager, Mitsubishi Corporation, Japan
Andreas Bokkenheuser, Executive Director, Equity Research, UBS Securities

11.30
China’s Role in Global Coal Markets

• Challenges faced by Chinese Coal Mining Industry
• Scenarios and prediction of China’s Coal Demand
• Prospect and Potential of Import and Export of Coal in China
• Policy suggestions and update

Dr. Zhang Jianping, Senior Economist, Director, Department of International Economic Cooperation, IIER, National Development and Reform Commission (NDRC), China

12.00
ENERGY COMPANIES ROUNDTABLE: Current and Planned Power Plant Construction

• Increases in energy demand
• Current generation and plans for future capacity
• Key projects and timelines
• Coal sourcing and procurement strategies being considered

Moderator:
Yuichi Uemoto, General Manager, Mitsubishi Corporation, Japan

Azhari Sulaiman, SVP Ventures 1 Malakoff Power, Malaysia
Jeanie Moothoo, Strategy Manager, Primary Energy Division, Eskom Holdings SOC Limited, South Africa
Dinh Quang Trung, General Manager, Import/ Export Division, Vietnam National Coal Mineral Industries Group (Vinacomin)
Aaron Domingo, Executive Vice President & General Manager, Meralco Powergen Corporation
Philippines
Olarn Thunmanond, Acting Head of Coal Technology and Planning Section, Fuel Management Division, Electricity Generating Authority of Thailand (EGAT)

12.40
Price Review in Coal Supply Agreements

• Considerations in documenting quarterly and monthly price review processes
• Understanding the implications of short-term pricing on other elements of coal supply agreements
• Practical tips for coal supply agreements which accommodate short-term pricing

Simon Scott, Partner, Minter Ellison

13.10
Networking Lunch

15.45
Afternoon Refreshments
End of Conference

Buyer-Seller meetup

COAL SOURCING AND PROCUREMENT

08.55
Chairman’s Opening Remarks

Stuart Murray, General Manager China and Hong Kong, London Commodity Brokers

09.00
Sourcing Coal from Indonesia

• Supplier considerations
• Quality factor
• Price determinants
• Risk management in Supply Agreements

Dr. Supriyadi, Senior Advisor to the Coordinating Minister For Economic Affairs, Ministry of Economic Affairs of the Republic of Indonesia

09.30
Korea’s Energy Plan and Coal Purchasing Circumstances

• Price, Risk, Reliability and other considerations
• Due diligence in selecting suppliers and partners
• Lessons learned in sourcing coal from Indonesia

Yong Jae Lee, Senior Manager, Fuel Team, Korea South-East Power Co.

10.00
Solutions for Coal to Assure National Energy Security in Vietnam

• Update coal demand and supply by 2030 in Vietnam
• Strategies for Coal Development in Vietnam
• Vinacomin’s Smart Supply Chain: Project or Reality

Dinh Quang Trung, General Manager, Import/ Export Division, Vietnam National Coal

10.30
Q & A Followed by Morning Refreshments

11.00
Sourcing Perspectives of a Buyer for a Power Plant in India

• Quality and specifications of fuel
• Key drivers in the decision making process
• Fuel requirements and sourcing experiences from US, South Africa, Australia and Russia

Arun Bhalla, Chief Executive – Power Business Development, Shree Cement

11.30
Brief Overview of Botswana coal reserves

• Capacity of Morupule Collery mine
• Quality of Morupule coal
• Coal pricing
• questions and comments

12.00
Networking Lunch

14.00
Strategic Raw Materials Procurement for Steel Companies

• Indian steel industry &challenges facing
• Developing spot market for Coking coal
• Coking coal strategy
• Securing long term contracts for supplies

Akshaya Misra, Deputy General Manager - Procurement, Essar Steel Ltd.

14.30
Case Study: Eskom – Meeting South Africa’s Energy Needs

• Coal requirements
• Challenges and opportunities in coal procurement
• Logistics and coal supply strategies

Jeanie Moothoo, Strategy Manager, Primary Energy Division, Eskom Holdings SOC Limited

15.00
Q & A Followed by Afternoon Refreshments

15.30
Securing Coal Supplies for Thailand’s Power Industries

• Power generation and policy update
• Coal demand and import requirements
• Challenges, key considerations, expectations from suppliers

Olarn Thunmanond, Acting Head of Coal Technology and Planning Section, Fuel Management Division, Electricity Generating Authority of Thailand (EGAT)

16.00
Strategic Coal Procurement in the Philippines

• Power Development Updates in the Philippines
• Key Considerations in Coal Purchase
• Key Strategies in Coal Procurement

Aaron Domingo, Executive Vice President & General Manager, Meralco Powergen Corporation

16.30
Structured Commodity Financing for Coal Transactions

• Availability of finance
• What are the advantages and costs of structured commodity financing?
• Embedded coal hedging

Nicolas Tardieu, Head Metals & Mining, Asia, BNP Paribas Structured Finance
Adrian Stone, Director - Mining & Metals, Asia, BNP Paribas Structured Finance

17.00 Q&A
End of Day

Post Conference Workshops

Post Conference Workshop (AM)
COAL TRADING & HEDGING

Trading the physical coal market

• The international coal market
  • International production and export flows
  • Quality trends and traded volumes
• The standardised coal market
  • What is it, and how does it work?
  • Volumes and trends
  • New / upcoming pools of liquidity

Separating physical from financial risk with hedging tools

• Survey of indices in Asia and their practical use
• The swap market
  • Trends and volumes
  • Mechanics of a swap
• Trading physical coal on index
  • Trends and volumes
  • How does it work in practice?
• Clearing
  • Why clear? How does it work?
  • How can clearing support physical trading?

Practical hedging scenarios for Asian producers, consumers and traders

ABOUT YOUR WORKSHOP LEADERS

Chris Walker
Market Manager
globalCOAL

Chris Walker joined globalCOAL in 2010 as Market Manager. Based in Singapore, Chris is a point of contact for globalCOAL’s clients in Asia and is in charge of establishing new products and markets in the region. His focus is on developing globalCOAL’s bespoke brokerage service, particularly for the Indonesian market. Prior to joining globalCOAL, Chris worked at JL Group Pte Ltd, in both trading and project management. JL Group Pte Ltd is a private investment vehicle with interests in several mine concessions in East Kalimantan and Sumatra. His role was to attract foreign investment to the mines and to market coal from the company’s sources in Indonesia. Before moving to Asia, Chris was employed in investment banking in his native Australia.

Post Conference Workshop (PM)
HEDGING NEGOTIATING AND MANAGING COAL SUPPLY AGREEMENTS

An integral document, the best Coal Supply Agreements are the ones that are negotiated well in the first place. This workshop will use practical examples and case studies to examine the essential elements of well drafted CSAs.

Elements to be covered will include:

• Evaluating sample agreements
• Consideration of key risk factors
• Supplier, Trader and Buyer perspectives
• Dealing with Price and Quality risk
• Dispute resolution mechanisms

ABOUT YOUR WORKSHOP LEADERS

Damian Adams
Partner
Watson Farley & Williams LLP

Damian advises on a range of cross-border corporate and commercial transactions including M&A, capital markets, joint ventures and corporate restructuring in the transport, offshore and natural resources sectors. He also advises on structured commodity and trade finance transactions, having acted for producers, traders and financiers in relation to commodities supply, sale and purchase, storage, collateral management and financing and security arrangements. Damian is a regular speaker at regional conference on various topics relating to transport and offshore, natural resources and commodities. Damian joined Watson, Farley & Williams as a trainee solicitor in 1997 and in 2008 became a partner in the firm’s office in Singapore, where he has been based since 2000.