Agenda

Conference Day One: Wednesday, 26 May 2010

8.30 Registration and coffee

9.00 Opening remarks from the Chair

OPENING SESSION

9.10 China’s economic development – How long will stimulus plans sustain the demand?
Zhang Yan Sheng, Director, International Economic Institute of National Development and Reform Commission

9.40 Drivers and risks for nickel demand in the coming years

When will demand return and how strongly?
When will LME stocks stop rising?
Will new supply run ahead of market recovery?

John Barkas, Director, Metalytics Limited

10.10 Opportunities and risk in the mining industry in the aftermath of the financial crisis

Challenges in locating quality nickel mines

Zou Jian, Senior Consultant, China Metallurgical Mines Association

10.40 Open Forum: Q & A followed by morning refreshments

11.10 Nickel – The metal of the future

High re-cyclability
Nickel use in emerging new alternative energy forms
Nickel in batteries - Trends and competition

Stephen Barnett, President, Nickel Institute

STAINLESS STEEL

11.50 Session title to be advised
Lou Ding Bo, General Manager, Baosteel Stainless Steel Business Unit

12.20 Open Forum: Q & A followed by networking lunch

2.00 Global life cycles for nickel and stainless steel: China’s rapid growth in the early 2000s

Global analysis for 2000 and 2005 with information from production to waste management for 50 countries
Growth rates in China: nickel versus stainless steel
Recycling rates and China’s role as a (future) supplier of secondary metals

Barbara Reck, Associate Research Scientist Center for Industrial Ecology, School of Forestry & Environmental Studies, Yale University (USA)

2.40 Stainless steel demand and the impact on nickel production and prices
Hao Peigang, Senior Economist, TISCO Taiyuan

3.10 Advancements in Nickel Extraction Technology

Key developments in RKEF technology (Rotary Kiln - Electric Furnace)
Impact on energy efficiency and the environmental footprint
Case studies

Jan Kwak, Non-Ferrous Director, Hatch

3.40 Open Forum: Q & A followed by Afternoon Refreshments

4.00 Analysis of the recycling situation in the non ferrous industry

Current developments and updates
Challenges for the future

Li Shi Long, Assistant Chairman, China Nonferrous Metals Industry Association, Recycling Metal Branch (CMRA)

NICKEL SUBSTITUTION AND NICKEL PIG IRON PRODUCTION

4.30 Update on the production of nickel pig iron in China

Developments in the structure of the industry
Insights into major NPI projects

Li Cheng Wu, General Manager, Huaibei Xinyuan Non Ferrous Metals Ltd

5.00 Open Forum: Q & A followed by closing remarks from Chair

5.15 Networking drinks

6.30 End of day one

To view the chinese version click here to download the brochure

CONFERENCE DAY TWO: Thursday, 27 May 2010

DAY ONE | DAY TWO

8.30 Coffee

9.00 Opening remarks from the Chair

9.10 Exploring valuable opportunities in mining M&A and the commodity equity markets

Mergers and acquisitions – Analysing some of the other global players and drivers of mining sector M&A
How may the role & influence of China on the commodity markets change in the near & far future?
New opportunities for investors

Warren Gilman, Managing Director, CIBC World Markets

9.40 How nickel has performed relative to other vase metals in this commodity boom and the Canadian junior nickel mining scene

John Lee, Founder and Principal, Mau Capital Management LLC

10.15 Nickel production costs and implications for project development

Production
New projects
Industry production costs
Outlook on nickel supply

Khayyam Jahangir, Senior Analyst (Ferrous-Non-Ferrous Raw Materials), Roskill Information Services

10.45 Morning refreshments

11.15 PANEL DISCUSSION
Global production capacity Vs demand

Are the days of extreme price volatility over?
How big is the current threat of stockpiles?
Nickel projects coming back on track. Too much, too soon?
Impact of funds and trading on nickel prices
Growth in demand beyond stainless steel: Non-ferrous alloys, plating and batteries

11.45 Electroplating and its impact on nickel demand

Ma Jie, Secretary General, China Electroplating Association

OPERATIONS AND PROJECTS UPDATE

12.15 Unlocking heap leaching process