CRU is delighted to announce details of the 21st North American Aluminum Trends Conference on the 17-19 March at the Biltmore, Coral Gables. We are also delighted to announce that we will be co-locating with the Aluminum Extruders Council this year. Part of the agreement will result in an additional cocktail function on the 18th and a merged agenda on the 19th we hope that you benefit from the additional networking opportunities.
Why attend this event?
• Hear and learn from leading experts in the aluminum industry
• Benefit from key information that is unique and exclusive to conference attendees
• Achieve an insight into aluminum price drivers and direction – ensure you have all the information you need regarding price movements
• Empower yourself with the tools to improve your business
• Make first hand contact and share new ideas with fellow industry executives
This year's agenda will be covering the following:
Session 1: Universal panorama - Anika Kahn (Wells Fargo) and Duncan Hobbs (Macquarie) will provide their outlooks on the Economy and China respectively. Supply and Demand will also be discussed Additionally
Session 2: Make or break in 2014 - Foreign Exchange markets, the US energy market, the outlook for investor related activity and bauxite and alumina trends to be discussed
Session 3: Panel Discussion: Can - A look at stock capacity, Chinese and ME forecasting, and predicted roll product conversion margins
Session 4: Scrap – supply and demand outlook - covering the outlook for UBC, MLC, painted sliding, extrusions and other key grades, as well as the impact of China's import policy and a discussion on scrap pricing
Session 5: Demand drivers - providing a detailed look at demand drivers in Automotive, Truck and trailer and Construction
Session 6: Billet and extrusions - an outlook for extrusions, the construction market and substitution threats
Session 7: The rules, the game, the price & the premium - stock finance deals, ingot premiums, primary billet imports, regulation, Rent and FOT charges, and a look at calling price and premiums for 2014
, on the afternoon of the 17th, there will be a workshop focusing on:
- China’s role in the raw materials, primary and downstream markets
- The capacity question for can vs. car
- Developing scrap strategies for 2014 and beyond
Confirmed speakers include:
Anika R. Khan, Director, Senior Economist, Wells Fargo Securities, LLC
Duncan Hobbs, Senior Commodities Analyst, Macquarie Securities
Joe Sasso, JAS Consulting
Nicholas Snowdon, Base Metals Research Analyst, Americas, Barclays Capital
Nick Bennenbroek, Head of currency strategy, Wells Fargo & Co.
Brennan Higgins , Energy Markets Division , Macquarie Bank Ltd.
Jonathan Starks, Director, Transportation Analysis
Kenneth D. Simonson, Chief Economist, The Associated General Contractors of America
Discount for CRU Price Risk Management subscribers - $300 off delegate price