SESSION ONE- Critical changes in the global long steel markets and macroeconomic overview
Long products market outlook
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- Overview of global construction sector
- Steel and long products consumption
- Rebar markets
- International price situation
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- Alexander Gordienko, Export Director, Celsa Group
Macroeconomic overview
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- Evaluation of economies - in EU, US, China and globally
- Wars and impacts of political crises
- Predictions of possible scenarios for US elections
- Is globalization completely over?
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- Ulrich Leuchtmann, Head of FX Research, Commerzbank AG
SESSION TWO - Critical changes in the global long steel markets
Chinese steel market outlook
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- Conditions for China’s local steel consumption and exports this year and next year.
- Production dynamics this year after slightly higher-than-expected outputs last year.
- Impact of EU’s CBAM implementation on Chinese exporters.
- Impacts of high iron ore prices and coking coal output cuts in China in 2024.
- Raw material price trends and their influence on Chinese mills’ operating strategies.
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- Yuan Wenjiong, Chairman, Dao Fortune
Indian steel market outlook
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- India - among leaders in steel consumption growth globally - steel demand dynamics of its industrial sectors in 2023 and expectations for 2024
- Indian mills’ production dynamics and plans for capacity expansions in coming years
- Steel exports from India in 2024, changes in billet supply
- Decline in steel imports to India, possible changes amid growing local demand
- Challenges and opportunities in raw material markets in India
- Changes in coking coal supply and expectations for trends in coal and iron ore
- Dynamics of India’s scrap imports, supply challenges
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- Somanath Tripathy, Executive Director(Materials Management), Rourkela Steel Plant, Steel Authority of India Limited
Ukrainian economy and steel industry: current situation and outlook
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- Current situation in Ukraine steel industry: production, capacities, shifts in trade
- Logistics and ports
- Redirection of trade flows
- Metinvest’s strategy under current conditions
- Prospects for Ukraine’s exports and imports
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- Roman Perepelytsia, Head of Strategy & Business Development, Metinvest Holding
IREPAS committee meetings
14:30 - 16:30 IREPAS producers committee (by invitation only)
14:30 - 16:30 IREPAS raw material suppliers committee (by invitation only)
14:30 - 16:30 IREPAS traders committee (open to all attendees)