Agenda

Thursday, 21 October 2010

8:30

Registration & coffee

9.00

Opening remarks from the Chair

MARKET & INDUSTRY OUTLOOK

9.10

Australian Fertilizer Industry Value and Issues

Economic value of fertilizer to the Australian economy
Environmental considerations
Food safety risks
Security management
Quarantine effectiveness

Nick Drew, Executive Manager, Fertilizer Industry Federation of Australia

9.40

Global Fertilizer Pricing and Outlook

While the world macroeconomic rebound remains weak by historical standards, the agricultural economy is enjoying strong soft commodity prices. How long can this be sustained, and what impact will it have on fertilizer demand and pricing?
New mega-projects such as the Ma’aden project in Saudi Arabia are being commissioned. When and how are these expected to impact the markets?
Global fertilizer markets are experiencing much greater volatility than historically. Will this situation persist?

Andy Jung, Principal Consultant, British Sulphur Consultants, UK

10.20

Australian fertiliser service industry: current issues and future challenges

Structural changes and the impacts on the retail & wholesale market place and the end user customer
The intense competition at both retail and wholesale level
The challenges created by the entry of some international fertiliser industry giants into this space

Rod Abbott, Immediate Past National President, Australian Fertiliser Services Association

10.50

Morning refreshments

FREIGHT OUTLOOK

11.20

Sea freights and shipping trends

The role of sea freight in shipping prices
Recent bulk shipping price fluctuations

Capt. Karl Soares, Anderson Hughes Brisbane, Shipbroking and chartering division of P&O Maritime Services

PROJECT UPDATES

12.00

The growing need for phosphate rock

Global trends in phosphate demand
The Legend Phosphate Project milestones achieved to date
Legend’s Phosphate future goals
Impact of Legend’s rock supply through IFFCO to Indian rural farmers

Joseph Gutnick, President & CEO, Legend International Holdings Inc

12.40

Networking lunch

1.30

Update on the Colluli Potash project in Eritrea

Eritrea’s potash potential
The Colluli project: 100%-owned, potentially ‘world class’ project
Potential to have low cap-ex and op-ex operation due to outstanding infrastructure location, solar evaporation and the potential to utilise solution mining methods
Looking forward

Lorry Hughes, Managing Director, South Boulder Mines

2.10

Wonarah and Namibian Rock Phosphate projects update

Wonarah Rock Phosphate project: Staged development route
The Atlantic operations: Namibian Marine Phosphate
Minemakers Phosphate resources
Development plans

Andrew Drummond, Managing Director, Minemakers Ltd

2.50

An emerging phosphate company in Brazil

Two potentially large-scale phosphate projects located close to infrastructure and markets
Brazil is an agricultural powerhouse, globally largest exporter of sugar, coffee, orange juice, ethanol, beef and chicken
4th largest consumer of fertilisers but accounts for only 4% of global fertiliser production.
Brazil is a net importer (~50%) of phosphate needs
Region subject to substantial corporate activity – Vale recently acquired Bunge (NYSE) fertiliser assets for $US3.8bn, 20% of Fosfertil for $US$1.3bn

Simon Taylor, Managing Director, Newport Mining Limited

3.20

Update on phosphate progress at Corella Bore /PHM South Project in NW Queensland

Developing a high grade phosphate (DSO) mine without need for beneficiation
Characteristics and advantages of Krucible phosphate resources
Proving the inferred resource – Over 2km drilled to date & further drilling underway
Developing a scoping study, economics & project path for Krucible at PHM South

Ray Koenig, Director, Metallurgist and Phosphate Project Manager, Krucible Metals

3.50

Question time

4.00

Closing remarks from the Chair

4.10

Networking drinks

5.00

Close of conference

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