SESSION ONE - Critical changes in the global long steel markets and macroeconomic overview
Long products market outlook
- Overview of global construction sector
- Steel and long products consumption
- Rebar markets
- International price situation
- Alexander Gordienko, Export Director, Celsa Group
Global steel scrap markets in times of uncertainty
- Global Steel Scrap Markets: Latest trends in consumption, trade & dynamics
- Scrap Supply – Short Term: Economic growth, construction activities, and implications for supply
- Scrap Supply – Long Term: Increase in post-consumer scrap availability, shift in supply sources, and quality implications
- Scrap Demand – Short Term: Expectations for global and Turkish steel production/consumption in 2025–2026
- Scrap Demand – Long Term: Regional and technology-based capacity investments, and implications for scrap markets
- The Elephant in the Room: Trade restrictions on steel scrap (EU, USA, potential impacts)
- Frank Pothen, Professor of Economics, Ernst-Abbe-Hochschule Jena
Future chances and challenges in the economic environment of the global steel industry
- Macroeconomic environment for the global steel industry
- Trump policies and tariffs: impacts on the steel industry
- Exchange rates and their impact on the steel market
- Construction sector outlook
- Power generation and energy-related steel demand
- Trends in other industries
- Dr. Heinz-Jürgen Büchner, Independent Commodity Consultant
SESSION TWO - Global steel market outlook: Regional insights from Asia to Africa
Chinese steel market outlook
- Chinese steel consumption - the current state of the estate and construction, development in other sectors and if it possible for them to overcome the reduction in construction.
- Chinese steel production targets for this and next year.
- Export challenges and opportunities – should we expect big reduction this year or not?
- Longs and billets exports perspective as more and more tariffs are for flats.
- What are the expectations for economy growth in China, VAT?
- Impact of Trump tariffs announcements on Chinese steel market and indirect exports from China
- Jiang Li, Chief Analyst, Baosteel
African steel market outlook
- North and East African steel industry, key players
- Consumption and capacity expansion potential
- Evaluation of current steel demand and its potential in other Africa (East and West Africa)
- Export presence and potential of its expansion
- Ramy Saleh, Chief Business Development, Export, Marketing and Sustainability Officer, El Marakby Steel
Indian and ASEAN steel market outlook
- Indian steel production expansion and demand outlook
- How did exports of steel from India change in last few years and what to expect?
- 50% of Trump tariffs on India and its effect on Indian steel market development
- Dynamics of Indian steel scrap imports
- ASEAN steel capacities growth, will this trend continue?
- Export challenges and opportunities for ASEAN mills
- Anastasiia Kononenko, Head of Asia Market Intelligence Team, SteelOrbis
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)