Day 1 - Thursday, March 10 2011
| 09:00 |
Registration and coffee break - Sponsored by ThyssenKrupp
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| 11:00 |
Opening remarks
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Mr Chris Davis, Managing Editor North America, Steel Business Briefing
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| 11:05 |
Session 1: In a clearing, but not out of the woods
The recession is lifting in North America, but now the steel industry faces a new set of challenges.
- Could Congressional gridlock actually be a positive for steelmakers?
- Will new investment be led by the likes of China or will domestic capital be behind upcoming mergers, acquisitions and expansions?
- Will consolidation continue?
- What impact will India, China and other emerging economies have on the domestic industry?
- The US auto industry has rebounded significantly over the past year. What other markets will drive the industry in 2011? Will commercial and residential construction ever make a comeback?
Chairman: Mr Thomas Danjczek
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2011 Brings More Volume, More Volatility
Ms Timna Tanners, Metals & Materials Analyst, UBS Investment Research
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How China's Steel Appetite Shapes North American Steel Markets
Mr Ken Hoffman, Sector Head - Basic Materials, Bloomberg Research
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Consolidation - Fact or Fiction?
Mr Daniel T. Schweller, Global Steel Industry M&A Leader / Partner, Deloitte & Touche, LLP
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GE Capital Presentation for SBB Steel Markets North America 2011
Mr Gregory Eck, Senior Vice President - Industry Leader - Metals & Mining, GE Capital
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| 12:00 |
Lunch - available for sponsorship
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Mr Tom Conway, International Vice President, United Steelworkers
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| 13:15 |
Session 2: Pricing in the information age
Conference attendees will have a chance to discuss pricing during this interactive session with a panel of industry experts.
- How will the audience's pricing predictions for 2011 stack up against those who analyze the industry on a daily basis?
- With technology providing greater transparency in the marketplace, how are buyers using this information to their advantage?
- Will both mills and customers be happy with the direction for pricing in the New Year?
Chairman: Mr Mark Wiggett
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Mr John Anton, Director of Steel Services, IHS Global Insight
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Mr Sandy Simon, VP of Business Development, Pacesetter Steel Service, Inc
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Mr Josh Spoores, Senior Marketing Analyst, Severstal North America
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Mr Paul Shellman, Principal Consultant, Wainscott Commodities Inc
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Mr John Short, Director Metals, Head of Steel Products, Newedge
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| 14:30 |
Coffee break - Sponsored by SteelFacts
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| 15:00 |
Session 3: Taking stock
Service Centers and other distributors discuss strategies they are using for success in an ever-changing market.
- Is hand-to-mouth inventory stocking here to stay? How will this impact the mill-buyer relationship going forward?
- What bright spots are emerging, either on a regional or product basis?
- What's the import/export situation for North American distributors in 2011? Are North American service centers increasingly looking outside the NAFTA region for new business?
Chairman: Mr David Phelps
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Points of Inflection: Where Crisis Meets Opportunity
Dr Donald R McNeeley, President and COO, Chicago Tube & Iron
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Samuel, Son & Co, Ltd Presentation to SBB Steel Markets North America
Mr Wayne Bassett, President & CEO, Samuel, Son & Co, Ltd
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Taking Stock in Service Center Sector
Mr James Bouchard, Founder, Chairman and CEO, Esmark, Inc.
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| 16:30 |
Cocktail reception - Sponsored by Esmark Steel Group
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Day 2 - Friday, March 11 2011
| 07:30 |
Breakfast - available for sponsorship
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| 09:00 |
Session 4: Producers' perspectives
Top North American mill executives provide insights into the decisions that will shape the domestic landscape for years to come.
- What production and sales strategies are meeting with the most success in today's whipsaw market?
-What opportunities are emerging on the horizon? Which markets are providing the most promise for increased revenue?
- How will pricing and availability of scrap, iron ore and other inputs influence the way steel is made in North America in the future?
- How are new "green" technologies impacting steelmaking? Which companies are positioning themselves as environmental leaders?
Chairman: Mr Tom Balcerek
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Mr Keith Busse, Chairman, Steel Dynamics Inc
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Mr Vicente Wright, President and CEO, California Steel Industries
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Mr Tim Timken, Chairman, The Timken Company
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Mr Mike Rehwinkel, President & CEO, Evraz North America
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Mr Madhu Vuppuluri, President & CEO, Essar Americas
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| 10:15 |
Coffee break - Sponsored by OmniSource
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| 10:45 |
Session 5: End users' look at the year ahead
Experts discuss how individual markets are shaping up for big steel buyers in 2011.
- Is construction going to rally in 2011 or will the recovery stretch into 2012 and beyond?
- The North America auto industry has rallied for an even greater comeback than was expected, can this momentum continue in the New Year?
- Will emerging energy markets, such as solar and wind power, have as great of an impact on steel consumption and production as some predict?
- What other end user industries will drive the steel market going forward?
Chairman: Mr Andrew Goodwin
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Demand vs. Supply Chain: A Supply-Side Perspective
Mr John Gingerich, President & CEO, Advanced Explorations Inc
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Steel Markets Outlook
Mr Charles Bradford, President, Bradford Research, Inc
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Recession, Recovery and Change in Construction
Mr John Cross, VP Marketing, American Institute of Steel Construction
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Natural Gas Pipeline Projections
Dr Kent Moors, Professor of Political Science, Duquesne University
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The Recovery of 2011
Mr Roy Platz, Director of Marketing, ArcelorMittal USA
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| 12:00 |
Conference ends
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