議程

Day One: Wednesday, March 20, 2019

7:30AM Registration desk opens
8:55AM Welcome address from Fastmarkets

Session I: Setting the scene for the current market

9:00AM Perspectives from a North American producer
  • Have current tariffs affected raw material costs and the ability to produce products?
  • Is there enough capacity within the USA to replace products lost due to tariffs and are US producers unwilling to pick up the slack?
  • The energy market in 2019 is promising, so how will this affect demand for products?
  • What strategies are being adopted to source HRC?
Piotr Galitzine, CEO & Chairman, TMK IPSCO
9:30AM Producing HRC for the USA
9:45AM Tariffs, trade wars & American resolve
  • How were the levels of tariffs and quotas calculated and how are they likely to develop?
  • Trump’s 50% tariff on Turkish steel imports has affected the US market, but are there signs that this could be lowered?
  • How much OCTG and line pipe products were imported before the tariffs and do we think that as stockpiles decrease, only then will the market experience shortages?
  • Could new trade deals between Mexico and Canada contain potential quotas?
Samir Kapadia, Principal, Chief Operating Officer, The Vogel Group
Donald Cameron, Partner, Morris, Manning and Martin LLP
Chris Cloutier, Partner, Schagrin Associates
10:30AM Networking coffee break

Session II: Understanding the latest market demand for tubular products

11:00AM Producer’s perspectives: is this the USA’s time to shine?
  • Now that we are experiencing a market upturn, what new strategies are there to capitalize on this positivity?
  • Does the US have the capacity to replace the products that are no longer being imported and if so, could we expect domestic production to quickly rise?
  • Does the unpredictability of the Trump administration affect companies’ willingness to pick up the slack of producing the products now hit by tariffs and quotas?
  • What are the latest trends for keeping up with customer’s needs in today’s market?
Dean Rougas, Executive Vice-president, Benteler Steel & Tube Corp.
Piotr Galitzine, CEO & Chairman, TMK IPSCO
12:00PM Fastmarket AMM’s Hot-Rolled Coil Daily Index
  • Why is a HRC daily pricing needed for the industry? Is this solely because of the recent market volatility?
  • What could 2019 bring for hot-rolled coil markets?
  • What are the key potential inflection points next year?
Thorsten Schier, North American Steel And Ferrous Scrap Editor, Fastmarkets AMM
12:30PM Networking lunch
2:00PM Money talks: investors' appetites in this maturing market
  • How has the investor appetite changed as the tube and pipe industry has matured?
  • Has competition from mothballed wells affected the pace of wildcatting and how has this impacted OCTG demand?
  • How does market volatility affect the universe of investment opportunities?
Vince Pappalardo, Managing Director, Brown Gibbons Lang & Company

Session III: Raw materials, technology and finished pipe

2:15PM Raw material costs and procuring the best deals
  • How have raw materials affected the price of flat rolled steel and how do tube and pipe mills create a procurement strategy to work around raw material prices?
  • What is the pricing and availability of flat rolled steel inside and coming into the US?
  • How has the supply of HRC been constrained within the market and how has this changed procurement strategies for welded pipe producers?
Gabe Rudek, Raw Materials Sourcing Manager, TMK IPSCO
Dhaval Trivedi, Supply Chain Director, Borusan Mannesmann Pipe US Inc
3:00PM Networking coffee break
3:15PM Steel Tube & Pipe Technology Showcase

"Finding opportunity is a matter of believing it's there." - Barbara Corcoran, Shark Tank

At this year’s Steel Tube & Pipe Conference, we will be hosting a Technology Showcase - with a twist! Each of our leading technology providers will give rapid-fire pitches to the audience and our judges made up from key players from across the supply chain. Our judges will then react to what they have heard and will open the floor to for questions.

We will then use Slido’s Live Polling to ask the audience directly as to which of our entrepreneurs would make the largest difference to your business.

Philipp Pirolt, International Sales Manager, Linsinger
4:15PM Distribution panel: delivering a better deal for customers
  • In the current market upturn, where do you think distributors sit in terms of their importance and role?
  • How has the dynamic changed between producers and end-users as raw material becomes tighter?
  • Will a tightness in raw material imports and products mean a slowdown in getting products to the wellheads in time? How much would this impact the market?
  • Are some distributors more concerned about securing material than to win discounts?
5:00PM Welcome Drinks Reception

Day Two: Thursday, March 21, 2019

8:00AM Registration desk opens
8:55AM Opening remarks from Fastmarkets

Session IV: Forecasting the future

9:00AM End user panel: meeting the needs of the consumer
  • Where would an increase in prices for 2019 affect demand from end-users?
  • Have tariffs and quotas been a force for good in this part of the supply chain?
  • Are there new prospects and interest for a particular type or diameter of tubular product?
  • Now that oil and gas prices have recovered, is there space in the market for new projects?
Perry Roberts, Senior Director - Procurement and Material Management, Energy Transfer
9:45AM OCTG outlook
  • What are the recent demand drivers and the OCTG forecast through 2019?
  • How are anti-dumping duties benefiting the US domestic market?
Kim Leppold, Senior Metals Analyst, Metal Bulletin Research
10:05AM Line pipe outlook
  • What is the current line pipe market outlook for the United States?
  • Has line pipe inflation eased off and does this show that the market has adjusted to tariffs and quotas?
  • In 2017 it was asked what US mills could do to challenge imports, but now that imports have been challenged, what is the next step for mills?
James Ley, Principal Consultant - Tube & Pipe Group, Fastmarkets
10:25AM Joint Outlook Q&A
10:30AM Networking coffee break
11:00AM Oil & gas outlook: strong and stable growth?
  • What is the picture of oil & gas prices and what market factors are impacted the price?
  • How has the US rig count changed since 2018 and does this remain the best indicator of measuring this industry, or should we turn to look at OCTG consumption per rig?
  • Should a rise in drilled but uncompleted (DUC) wells within the Permian basin be a cause for concern for the demand for tubular products?
Tyler Webb, Analyst, Westwood Global Energy

Session V: Logistical and legislative challenges to drilling

11:30AM Issues facing the Permian Basin & Eagle Ford
  • Is the fast-paced growth within the basin about to come to a halt due to a lack of pipeline capacity to move the number of barrels per day (BPD) being produced?
  • What are the current issues of transportation facing those within the Permian basin?
  • Are the infrastructure issues in the Permian basin causing peoples to move to Eagle Ford?
  • What is the drilling situation like at Haynesville?
12:00PM Legislative and environmental challenges facing this industry
  • Colorado’s Proposition 112 was rejected by voters in the 2018 Midterms but is its arrival on the ballot indicative of increasing legislative challenges to oil & gas drilling?
  • How has environmental legislation under the Trump administration affected this industry?
Matt Beckmann, Managing Director, Ascent Consultants LLC

* 活動內容有可能不事先告知作更動及調整。

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