2019 Wood Mackenzie Brisbane Coal Forum

  • Brisbane City, Australia

Exploring the era of disruption

This year's Brisbane Coal Forum will explore the legacy of recent events for markets, the ongoing impact of global policy on coal, and the opportunities for Australia’s miners. 

Presented and facilitated by our experts, the theme of this year's forum is 'Exploring the era of disruption' We will be assessing prospects for metallurgical and thermal coal markets, and exploring the big issues impacting them.

Agenda

  • 18 June 2019

    • Breakfast & Registration

    • Introductory remarks

      How global decarbonisation and the energy transition are shaping the future of the Mining industry

      Speakers

      • Linda is an industry expert with more than 20 years' experience in commodity marketing, trading, market analysis and corporate strategy. She's worked with four of the largest global diversified mining and resources companies: BHP, Vale, Anglo American and Rio Tinto. With experience in the marketing and trading of various hard commodities (including bulk commodities, and industrial and precious metals) Linda is attuned to identifying opportunities to extract or protect value through various market cycles and various business maturity phases. Linda’s key focus in recent years has centered around leading strategic business transformation programs. These programs aim to extract superior value through the application of new technologies and digitalisation tools to advance analytics and enhance commercial decision making in various hard commodity sectors. In October 2018, Linda joined Wood Mackenzie in Singapore to take up the role of Global Head of Metals and Mining Research. Linda holds a master's degree in organisational psychology from INSEAD, as well as bachelor's degrees in business and the arts.

    • China – Geopolitical risk and opportunity

      - Political dynamics and the shift to greater protectionism

      - How are environmental policy and the 'Belt and Road' Initiative influencing

      - Chinese industry and investment.Geopolitical scenario forecast: When will Australia-China trade relations be normalized?

      Speakers

      • Energy geopolitics specialist providing strategic direction to energy companies Kaho focuses on the political economy, energy policy and geopolitics of China and Eurasia, and their implications for businesses and global markets. Expertise covers investment risks related to US-China-Russia relations, Chinese energy policy, Belt and Road Initiative, East Africa LNG development and cybersecurity. Prior to Verisk Maplecroft, he was a research fellow of Energy Geopolitics Program at Harvard Kennedy School Belfer Center and IPE lecturer in the Chinese University in Hong Kong. Also, he has 5 years policy research experience in Beijing. Holds affiliated research positions at the Harvard Kennedy School, the European Center for Energy and Resources Security (EUCERS), the London Asia Pacific Centre for Social Science at King’s College London, and the Asian Energy Studies Centre at Hong Kong Baptist University. Kaho obtained his PhD in International Political Economy from King’s College London. He also holds an MSc in International Public Policy from UCL.

    • Metallurgical coal – Can we rely on the status quo?

      - Can China live without seaborne imports?

      - How might innovation, competition and policy disturb the seaborne trade?

      - Metallurgical coal supply - pinch points, trends and their impacts

      Speakers

      • Robin joined Wood Mackenzie in 2003 and has spent considerable time in both coal consulting and research roles. Consulting assignments included project due diligence, market assessments, price forecasting and coal procurement. An integral part of the research team since 2007, Robin has undertaken global mine cost estimation and supply analysis for both coal and base metals. Robin joined the coal markets team in 2012 and is now responsible for global metallurgical coal markets analysis. Prior to joining Wood Mackenzie Robin spent 7 years in the power and coal industries in Hong Kong, India, Indonesia and Australia undertaking coal procurement, coal exploration, project development geological and engineering roles. Robin also worked as a coal marketer selling thermal coal in Asia. Robin holds a BSc (Hons) in Geology and an MSc in Mining Engineering, from Camborne School of Mines, UK.

      • Min Li is a research analyst with over ten years experience in international coal mining industry. She joined Wood Mackenzie in 2016 and is currently based in Beijing with responsibility for China metallurgical coal market research. Prior to joining Wood Mackenzie, Min worked with Peabody in business development and investment analysis for ten years. Min also has over several years of experience in sales and marketing in FedEx. Min Li is a CFA Level III candidate with an MBA from the University of Missouri in St. Louis.

    • Coffee Break

    • Thermal coal – Uncertainties and their impacts

      - Inter-fuel competition and the outlook for coal-fired power

      - Thermal coal supply – risk, reward and roadblocks

      - Prices – are wider quality differentials the future?

      Speakers

      • Rory is a research analyst with over twenty years experience in the Australian mining industry. He joined Wood Mackenzie in 2014 and is currently based in Sydney with primary responsibility for Wood Mackenzie’s Asia Pacific thermal coal research. Prior to joining Wood Mackenzie Rory worked with a mining major and consulting companies in supply and demand analysis, cost analysis, price forecasting and product marketability assessments. Rory also has over ten years of experience in operational management and technical roles in the coal industry including longwall operations and mine planning. He is an experienced project manager with expertise in design, manufacture and delivery of longwall systems. Rory Simington is a Mining Engineer with an MBA from the University of Wollongong.

    • Panel Discussion - Client questions answered

    • Closing Remarks

      Speakers

      • Linda is an industry expert with more than 20 years' experience in commodity marketing, trading, market analysis and corporate strategy. She's worked with four of the largest global diversified mining and resources companies: BHP, Vale, Anglo American and Rio Tinto. With experience in the marketing and trading of various hard commodities (including bulk commodities, and industrial and precious metals) Linda is attuned to identifying opportunities to extract or protect value through various market cycles and various business maturity phases. Linda’s key focus in recent years has centered around leading strategic business transformation programs. These programs aim to extract superior value through the application of new technologies and digitalisation tools to advance analytics and enhance commercial decision making in various hard commodity sectors. In October 2018, Linda joined Wood Mackenzie in Singapore to take up the role of Global Head of Metals and Mining Research. Linda holds a master's degree in organisational psychology from INSEAD, as well as bachelor's degrees in business and the arts.

    • Networking Lunch

Fees

Non-client registration

USD650.00

Client registration

USD0.00