Agenda
AZ China International Aluminium Raw Materials Conference
Preliminary agenda
(Note: speakers and topics subject to change.)
Tuesday May 22 Official Welcome reception
Wednesday May 23
9.00am Official opening – Mr Ron Knapp, Secretary General, International Aluminium Institute
Key note speaker – Dr Geoff Raby, Former Australian Ambassador to China
Re-assessing the Dragon:
China under the new leadership,
China’s new 5-year plan.
Effects of Environmental law and Carbon tax
How will China evolve over the next 5 years?
Professor Patrick Chovanec, Associate Professor of Economics, Tsinghua University, Beijing
Re-assessing the dragon:
Inflation versus GDP growth
Will we see another stimulus package like 2009?
Banks, bad debts and credit
Revalue the RMB – or bust!
What’s happening in property and construction?
Q & A
A roundtable discussion with Dr Raby and Professor Chovanec on the outlook for China’s economy
12.15pm Lunch
1.30pm Paul Adkins, Managing Director, AZ China Ltd
“China’s cash cost curve”
The truth about the cost of aluminium smelting in China
Paul Williams, CRU Aluminium Business Manager
Aluminium fundamentals versus technical
Visible and invisible inventory
The role of off-market metal sales in China
The arbitrage window
Lang Da Zhan, China Nonferrous Industry Association
The future for China’s aluminium industry
Ma Shao Xian, Vice President NEUI
“Re-assessing the dragon – how Chinese alumina and smelting technology is set to rule the world”
Discussion - China’s aluminium industry outlook
Panel Members:
Lang Da Zhan – China Nonferrous Industry Association
Kamil Wlazly – Metal Bulletin
Paul Williams – CRU
Paul Adkins – AZ China
5.00pm Close of day
Thursday May 24
8.00am Key note paper – Barry Sadler, Net Carbon Consulting
Deteriorating coke quality but improved pot performance
Wang Zhaopeng, CNPC
Green coke fundamentals and outlook
Stuart Ehrenreich
Coke and anodes - Quality metrics and international standards
Alan Hustwick, Chief Procurement Officer, Pacific Aluminium
A new paradigm for calcined coke pricing
Panel Discussion – Re-assessing Chinese coke
Panel members:
Syver Hellem, Hydro Aluminium, Norway
Les Edwards, Rain CII
Alan Hustwick, Pacific Aluminium
Phil Higgins, Conoco Phillips
Liu Tao, Sinoway
12.00 Lunch
1.30pm Ian Doherty, Koppers Ltd
The future for Chinese pitches in modern smelters
Lang Guanghui – Chairman, Sunstone Development
China’s anode industry outlook
Senior Representative, Qingxin Carbon
China’s advances in new cathode block technology
Dr Josef Juhasz, President, Chenco GmBH
The cost-benefit ratio of anhydrous ALF3
5.30pm Formal close of conference.