Signature Sponsor
41st Annual Coal Marketing Days Conference

 

 

 

 

 

 

 

 

 

41st Annual

COAL MARKETING DAYS

September 20-21, 2018 • Westin Convention Center • Pittsburgh, Pennsylvania

 

DAY 1: Thursday, September 20, 2018

 

7:45 Conference Registration and Networking Breakfast 

8:45 Chair's Welcome and Opening Remarks 

9:00 KEYNOTE Met Coal—Global Supply and Demand Dynamics 
Kevin Crutchfield, Chief Executive Officer and Director, Contura Energy

9:30 Can Existing Coal Plants Be Saved and the Long-Term View of New-Build 
Emily Medine, Principal, Energy Ventures Analysis
Robert P. Simons, Partner, Reed Smith LLP

  • Strategies being used to challenge premature coal-plant retirements

  • Does vertical integration make sense for coal companies?

  • Technology advancements and regulatory initiatives that support continued coal generation

10:15 Networking & Refreshment Break 

10:45 Examining the Thermal Coal Outlook 
Joe Aldina, Director, U.S. Coal, PIRA Energy, S&P Global Platts

  • U.S. thermal coal outlook for winter 2018 and beyond

  • Displacement dynamics—Imminent coal-plant retirements, potential retirements, and the prospects for surviving plants

  • How is coal-to-gas switching impacting U.S. thermal markets?

  • Thermal exports—How are traditional markets like Europe faring, where are the growth markets, and how does U.S. coal compete with other suppliers?

  • An examination of the changing power generation mix—Coal, gas, nuclear, and renewables

  • The impact of supply-side discipline and reduced capital spending on U.S. coal market balances

11:15 PANEL DISCUSSION Thermal Coal Production and the Vital Role it Plays in Electricity System Resilience 
Amy Jeffries, Coal Procurement Manager, AEP
Dan Connell, Director, Market Strategy and Business Development, CONSOL Energy Inc.
Natalie Tacka, Engineer, PJM Interconnection
Peter Balash, Senior Economist, Department of Energy/NETL

  • As coal plants continue to shutter, how are system operators coping with potential resiliency issues?

  • Is gas deliverability keeping pace?

  • How utilities view the ever-growing competition that low natural gas prices, distributed energy resources, among others, bring for procuring coal

  • Could possible regulation initiatives stabilize/increase coal production in the U.S., and if so, how?

  • How are unexpected weather events affecting coal inventory, coal transport, and the grid?

  • Changes to procurement practices given increasingly variable coal plant dispatch—Shorter-term contracts, increased spot coal purchases, and changes to inventory strategies

  • The importance of improving analytical tools that forecast fuel needs

  • Will price-participation and profit sharing agreements with suppliers become the new normal? Or are there difficulties in implementation?

12:30 Networking Luncheon 

2:00 PANEL DISCUSSION Transportation and Terminal Updates—Moving Coal Coast to Coast 
Mike Toohey, President, Chief Executive Officer, Waterways Council Inc.
Michael Klein, Vice President, Legal and Business Development, Lighthouse Resources Inc.
John Schmitter, President, KEP LLC

  • How are rail companies strategizing with coal companies to keep coal moving?

  • Finding solutions to terminal production delays

  • The importance of a reliable waterway system and the funding to support it

  • Transport challenges and inclement weather—How are unanticipated weather events affecting transport and freight rates and what are the proposed solutions?

  • What is the status of legislation that could untangle infrastructure projects?

3:15 Networking & Refreshment Break 

3:45 Natural Gas Production Outlook 
Kevin Sakofs, Senior Energy Analyst, Platts Analytics, S&P Global Platts

  • 2019 Outlook—Supply, demand, and storage

  • Export trends—Are LNG and Mexico posed for strong finish to the decade?

4:15 PANEL DISCUSSION Investment Updates—M&A and the Future of Coal Market Capital 
Raymond McCormick, Managing Director, Energy and Natural Resources, Capstone Headwaters
Hadi Kazmi, Director, Global Metals and Mining Group, BMO Capital Markets
Robert Schneid, President, Chief Executive Officer, Prospect Mining and Development Company
Chiza Vitta, Director, Natural Resources, S&P Global Ratings

  • As mining companies make their way out of bankruptcy, how are companies cashing out?
    • is it spurring more M&A?
    • could there continue to be more mine closures?
    • how healthy are their business operations running?
  • Producer discipline—Should companies restrain from capital spend to avoid over-supply?
  • What are potential buyers are looking for in a coal acquisition?

5:30 Networking Wine and Cheese Reception 

6:30 Close of Day One 

 

DAY 2: Friday, September 21, 2018

 

7:45 Networking Breakfast 

8:45 Chair’s Review of Day One 

9:00 Shifting Trends in U.S. Steel Production 
Nick Tolomeo, Managing Editor, Americas, Raw Materials, S&P Global Platts

  • The impact of Section 232 steel tariffs on raw materials and beyond

  • Electric arc furnace mills versus integrated mills

  • Flat-rolled production versus long product production

9:30 Where Are World Metallurgical Coal Prices Trending? 
Hector Forster, Senior Editor, Steel Raw Materials, Metals Analysis, S&P Global Platts

  • Seaborne coal trade—U.S. coal pricing in emerging overseas markets, relative to Australian benchmarks

  • Atlantic, China, Indian coking coal and coke trade

  • China’s domestic mine and steel sector regulation and trade factors—Overview of China’s met coal and blast furnace coke pricing, steel pricing

  • U.S. and export met coal pricing trends—Shorter-term purchasing, indexes and fixed prices, where and how usage is changing

10:00 Networking & Refreshment Break 

10:30 PANEL DISCUSSION Metallurgical Coal Markets Update—Buyers and Sellers Weigh In 
George Dethlefsen, Chief Executive Officer, Corsa Coal
Kevin Stanley, Executive Vice President and Chief Commercial Officer, Contura Energy
Andrew B. Hampton, Vice President, International Sales, Blackhawk Mining, LLC
Nicholas Cron, General Manager, Portfolio Optimization and Marketing, Xcoal Energy & Resources
Wayne Harman, Division Manager, Solid Fuels Procurement, ArcelorMittal

  • U.S. domestic market update

  • U.S. met coal qualities and supply review and outlook, cost comparisons with origins

  • Atlantic demand—New areas of U.S. export demand growth in India, Northeast Asia

  • Short and long-term views on where met coal prices are headed

  • International steelmakers’ procurement behavior toward U.S. coals and changes expected

  • Global cost structure analysis—US coal producers ability to grow and attract growth capital

12:00 Close of Conference 

 

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