Tentative Sessions Outline

• Indonesia’s domestic supply concerns and coal exports in 2022
• Logistical bottlenecks in South Africa likely to pressure supplies
• Decline in high-grade coal production in Australia
• Will environmental restrictions further impact China’s domestic coal supplies?

• China’s emissions targets, rising scrap use and coke exports
• India: Growing demand, rising import costs
• Pivot to Asia and emerging met coke trade dynamics
• Carbon prices in Europe and the road ahead

• How have recent changes in MMDR Amendment Act benefitted India’s mining industry?
• Changing market dynamics post mine block auctions
• Recent developments on NMI

• Increasing pellet capacities in India
• Benefits over sinter usage
• Massive push for decarbonization & green steel
• Outlook of Indian pellet industry

• Indian iron ore production scenario – Pre & post mine block auctions
• Production ramp-up plans of key miners
• India’s iron ore production outlook – 2022

Key Points of Discussion:

• Japanese ferrous scrap market overview – generation, consumption & exports
• Impact of the lifting of Chinese ban on scrap imports
• Strategy of key mills on changing global ferrous scrap trade flowst

Key Points of Discussion:

• Export ban
• Self consumption
• Carbon emission
• BF/EF/IF Share
• China import

• Current dynamics of steel market – supply & demand
• Factors driving steel demand in near term
• Strategy to cope with unknown raw material prices – Are current price levels sustainable?
• Export allocations by Indian mills in next few months
• Situation of steel inventories in the system
• Upcoming steel capacity and its impact on the market

• Demand drivers for structural steel pipes & tubes in H1 FY23
• Steel pipes usage in Construction and Infrastructure
• Strategy to cope with unknown raw material prices
• Changing market dynamics due to Covid-19 – Opportunities & Challenges

• How did the global steel market perform in 2021?
• What to expect in 2022 – steel production, exports & imports
• Key drivers to look out for in 2022

• Steel production cuts & demand outlook – 2022
• How will it impact Chinese steel exports & imports?
• Impact of steel production cuts on raw material demand
• China’s determination to go green

• China EAF capacity growth to boost GE market
• How could steel production curbs in China in CY’22 impact the market?
• Asia Pacific driving the surge in global consumption
• Export outlook for Indian producers
• High needle coke and energy prices pushing GE prices higher

• Carbon capture, utilisation, storage
• Coal bed methane and available options
• The hydrogen economy: production, storage, transport, use
• How mills can optimise the costs of energy transition