2017 Tokyo Metals Forum

  • Tokyo, Japan
Annual Metals Forum

Agenda

    • 11 October 2017

      • Registration & Networking

      • Welcome Remarks

        Speakers

        • Hide Kato is heading Japan office, based in Tokyo. Hide joined Wood Mackenzie Sydney in March 2010 as metals and mining client manager and worked with various mining companies in Australia. From 2013, Hide moved to Wood Mackenzie Tokyo and is managing metals and mining clients in Japan. Currently working as Metals and Mining Global Practice Group Lead in Wood Mackenzie, Hide is involved in commercial strategy development for Wood Mackenzie metals and mining products. Hide has been in the market information industry more than 15 years having experience in global market research firms. In the previous role, Hide worked for Thomson Reuters Australia as sales team leader. His main focus was Commodity and Energy sector. Hide has a Bachelor of Arts from Keio University.

      • China's insatiable appetite for mined commodities, how much and from where?

        • Aluminium, Copper, Lead, Nickel and Zinc markets: structural oversupply or undersupply?
        • China' need for base metals set in the context of the outlook for base metal markets
        • How is China addressing its lack of reserves in some markets and overcapacity in others?
        • Will China continue to dominate the demand outlook?
        • Do opening supply gaps in some base metal markets represent opportunities or risks?

        Speakers

        • Julian joined Wood Mackenzie in 1989 and is based in our Guildford office in the UK. He has over 25 years experience in the analysis of base metals and bulks markets. During the early part of his career he focussed on the aluminium industry from bauxite mining and markets to alumina to primary aluminium smelting, aluminium demand and end-use analysis. During the past five years he has broadened his coverage of the mined commodities space across the value chain to include copper, lead, nickel, zinc, iron ore and steel. His consulting assignments include: Strategic and competitor analysis of the global alumina market for a major producer, pre-feasibility, valuation and socio-economic impact studies in support of greenfield smelters, advisory consulting relating to contract pricing and off-take agreements for bauxite, alumina and aluminium and expert witness work. Julian has provided advice to principals considering building and expanding refineries and investing in greenfield and brownfield smelter projects. Julian has acted as an expert witness in arbitration proceedings relating to alumina contract pricing. Prior to joining Wood Mackenzie Julian worked in British Aerospace Commercial Aircraft Division where he was a development engineer responsible for the development and evaluation of advanced materials and processes for aerospace applications. Julian holds a degree in metallurgy and micro-structural engineering.

      • Zinc – Can the price move higher?

        • Who will benefit most from high zinc prices, miners or smelters?
        • Are prices high enough to encourage an increase in mine supply?
        • Is lack of smelting capacity the next big issue for the zinc market?

        Speakers

        • Andrew Thomas has followed metal markets for over sixteen years. For the first nine of these he was the metal markets editor of Mining Journal the leading weekly global mining newspaper. He subsequently joined Wood Mackenzie (then Brook Hunt) as its refined zinc market analyst, and has held this position, now as senior metals market analyst, for seven years.  He has a BSc in Geology from Royal Holloway New College, University of London and an MSc in Mineral Exploration and Project Evaluation from the Royal School of Mines, Imperial College, University of London. Andrew co-authors the Zinc Metals Market Service.

      • New markets vs Old markets - Which has more impact on Chinese copper demand?

        • EVs and their impact on copper
        • China’s Grid investment, and potential impact of Public-Private-Partnership
        • Policy impact on building construction and the timing it will translate into impact on copper demand
        • Copper scrap market in 2017 and potential impact from the new policy

        Speakers

        • Yanting joined Wood Mackenzie in June 2015 as a consultant in the Copper Market team. She is based in Beijing, and the focus of her work is on China’s copper market. Yanting is experienced in metals demand modelling of copper, aluminium and steel. She has built up extensive knowledge on metals end use markets in China, such as property, electrical network, transportation, machinery and appliance sector. Prior to joining Wood Mackenzie, Yanting spent two years as an analyst at Rio Tinto. Her main responsibility was to assess China’s long-term growth potential of commodity demand based on research projects on property, land, and industry sector. She was also responsible for developing and maintaining the company’s China steel demand model. Yanting holds a MS degree in Economics from Tufts University, and a BA degree in Economics from Nankai University.

      • Coffee Break

      • Copper – Threats to market share in a capital intensive, supply-constrained environment

        • Should the market be worried about lack of project development?
        • Producer discipline – can this mindset last?
        • How is China addressing its massive domestic copper shortfall?
        • When and where is the need for more smelting capacity?

        Speakers

        • Richard Wilson joined Wood Mackenzie in 1982 and he is currently based in the company’s Guildford office in the UK. He is an expert in the field of metals supply economics with a particular focus on copper and is a recognised authority on the markets for copper concentrates, blister/anodes and cathodes. Key client engagements include: Raw materials and metals market analyses in support of IPOs and other financing deals; mining and smelting asset valuations; concentrate sales and procurement strategies; expert witness and expert advisor services to copper mining, trading and smelting companies, specialising in contractual non-performance and disputes with revenue and tax authorities in relation to the fair pricing of copper raw materials. Richard holds a BSc (Hons) degree in Mineral Processing from the Royal School of Mines, Imperial College London.

      • China's new found discipline, too little too late for aluminium or the return of sanity?

        • Slowing growth rates, which sectors and countries will be gainers and losers?
        • Chinese supply-side reform, a new reality or a pause and then a return to normality?
        • Is there a need for new smelting and refining capacity in the West?
        • Bauxite project development, irrational exuberance?

        Speakers

        • Julian joined Wood Mackenzie in 1989 and is based in our Guildford office in the UK. He has over 25 years experience in the analysis of base metals and bulks markets. During the early part of his career he focussed on the aluminium industry from bauxite mining and markets to alumina to primary aluminium smelting, aluminium demand and end-use analysis. During the past five years he has broadened his coverage of the mined commodities space across the value chain to include copper, lead, nickel, zinc, iron ore and steel. His consulting assignments include: Strategic and competitor analysis of the global alumina market for a major producer, pre-feasibility, valuation and socio-economic impact studies in support of greenfield smelters, advisory consulting relating to contract pricing and off-take agreements for bauxite, alumina and aluminium and expert witness work. Julian has provided advice to principals considering building and expanding refineries and investing in greenfield and brownfield smelter projects. Julian has acted as an expert witness in arbitration proceedings relating to alumina contract pricing. Prior to joining Wood Mackenzie Julian worked in British Aerospace Commercial Aircraft Division where he was a development engineer responsible for the development and evaluation of advanced materials and processes for aerospace applications. Julian holds a degree in metallurgy and micro-structural engineering.

      • Q&A Session

      • Networking Lunch

Fees

If you are not a client please use the enquiry form at the top of this page to register your interest in attending.