Agenda

Mar. 21st

14:00-19:00 Registration
15:00-17:00 Afternoon Tea

Mar. 22nd

09:00 Opening Speech

Global Economy

Another huge lot of European debts will mature during February to April in 2012. Four major risks loom behind this year’s European debt crisis: a second recession, sovereign debt downgrades, euro zone downsizing or breakdown and worsening of the banking industry. As the US presidential election goes on, will US debt become a vulnerable point for the Obama administration? Meanwhile, as Japan’s debt reliance hits a record 49%, bring its debt to GDP ratio to the world’s largest 220%, how long can the situation last? With debt crises successively breaking out around the globe, how will the commodities market change? What impacts on commodities are expected from politics, exchange rates, terminal demand, economic recovery and industry policies etc. in 2012?

09:10 Commodities Market under Global Economic Crisis

  1. Impact of European Debt Crisis and Euro Zone Outlook on Commodities
  2. US Debt Crisis and Possible Japanese Debt Crisis
  3. Global Economic Stimulus

Confirmed speaker: Su Aik Lim, Director, Fitch Ratings

09:50 China Monetary Policy Outlook

  1. Impact of Exchange Rate Changes on Import & Export
  2. How will China’s monetary policies change as it embraces new leaders?
  3. Real Economy’s Monetary Policy Needs

Confirmed speaker: Ba Shusong, Vice President, Financial Research Institute of Development Research Center of the State Council

10:40 Global Copper and Aluminum Markets Outlooks in 2012
Confirmed speaker: Paul Schulte, Independent Financial Advisor

11:10 AM Guest Interview
Subject: Major Factors Affecting Commodities in 2012
Host to be confirmed: Kong Qingying, Managing Director, Research Department, China International Capital Corporation Limited
Confirmed guests:
Ba Shusong, Vice President, Financial Research Institute of Development Research Center of the State Council
Su Aik Lim, Director, Fitch Ratings
Paul Schulte, Independent Financial Advisor

12:00 PM Buffet lunch

13:15 Guest Interview
Subject: Discussion on Near Term Copper and Aluminum Prices
Confirmed guests:
Judy Zhu, Commodity Analyst, Standard Chartered Bank
James Luke, Commodities Analyst, CICC
Gayle Berry, Director in Commodities Research, Barclays Capital
Max Layton,Executive Director,Senior Metals Research Analyst, Goldman Sachs
Mao Yiwei, General Manger, Copper Department of Jiangxi Copper International Trading Co., Ltd.
Sheng Weimin,Vice President,Research Institute of Haitong Futures Co., Ltd.

15:15 Introduction of Shanghai Metal Exchange
Confirmed Speaker:Shanghai Metal Exchange

16:00 Introduction of SHFE Trading Trends and Investors’ Expectations Towards Copper & Aluminum Markets in 2012
Confirmed Speaker: Ding Wenhui, Senior Director, Nonferrous Metal Department of Shanghai Futures Exchange

16:30 HKMEx Overview & Copper Trading Opportunity in Hong Kong
Confirmed Speaker: Albert Helmig, President, Hong Kong Mercantile Exchange

17:00 Growth of CME Copper Futures and the Changing Copper Futures Trading Landscape CME
Confirmed Speaker: Lawrence Leong, Associate Director，Metals Products, Nonferrous Metal Department of Chicago Mercantile Exchange

17:35 PM Tea break

18:30 Dinner Reception

Mar. 23rd

Raw Material Supply and Demand

09:00 Analyzing China Copper Concentrate

  1. Distribution of China Copper Ore and New Exploration Achievements in Recent Years
  2. Changes in China Copper Concentrate Supply and Demand
  3. China Copper Ore Supply and Demand 2012
  4. New China Copper Ore Capacity in the Future 

Confirmed Speaker, Zhang Mei, Researcher, Information Center of Ministry of Land and Resources
Background: China, the world’s No. 1 copper consumer, depends heavily on imported copper concentrate due to fewer domestic reserves and low ore grades. Imported copper concentrate accounted more than 60% of China’s total demand in 2011. China’s government decides to exploit mineral resources over the 12th Five-Year Plan period, can this substantively ease China’s heavy reliance on imported copper concentrate, and what impacts can this bring to the development of China’s copper smelters?

09:40 Review of Copper Prices in 2011 and Copper Price Forecast for 2012

  1. Review of Copper Prices in 2011 and Cause Analysis
  2. Present International Economic Situation and China Copper Supply and Demand Analysis
  3. Analysis and Forecast of Copper Prices in 2012

Confirmed Speaker: Zhu Wenjun,Copper Industry Analyst, SMM Information & Technology Co., Ltd.
Background: copper prices dropped in 2011 following rebound in 2009 and 2010. Highly volatile copper prices added to risks facing various sectors of the copper industry chain. The situation became even more complicated due to participation of speculative funds. SMM will based on its exclusive data analyze how macro environment and fundamentals had affected copper prices. Where will copper prices head after 2011?

10:20 Copper Concentrate Processing Fees (TR/RC) Review and Their Impact on Chinese Smelters

  1. Copper Concentrate TC/RC Review and Affecting Factors Analysis
  2. Introduction of Long Term TC/RC Contract Negotiations in 2012
  3. Future Copper Concentrate TC/RC Trend Forecast

Confirmed Speaker: Chen Hehui, General Traffic Manager, Jiangxi Copper Co., Ltd.
Background: due to high import reliance and sever monopoly of overseas suppliers, copper concentrate TC/RC negotiation follows iron ore negotiation that gains most attention. While copper concentrate TC/RC was lifted in 2011, negotiation results of 2012 show the cost will drop in the year. How will TC/RC affect profits of smelters? Why is TC/RC lowered in 2012? How will the cost change in the future?

11:00 Copper Consumption in a Volatile Global Environment
Confirmed Speaker: Simon Hunt, Founder, Simon Hunt Strategic Services

11:30 Hedging Trading in Futures Markets
Confirmed Speaker:Sheng Weimin,Vice President, Research Institute of Haitong Futures Co., Ltd.

12:15 Buffet lunch

Downstream Application
14:00 Copper Consumption Evolution

  1. Development and Application of Copper in Emerging Sectors
  2. Use and Future Development of Copper Substitutes
  3. Drivers of Future Copper Consumption

Confirmed Speaker: Qiu Hong,Senor Advisor,International Copper Association
Background: with development of more features of copper, the application of copper also expanded. Besides electrical conductivity, its excellent and stable chemical attributes have promoted its use in emerging antibacterial and electronic sectors etc. How will its application in emerging sectors affect copper consumption? What are impacts of substitutes on copper consumption? Which industries will become major drivers of copper consumption in the future?

14:30 Analyzing Development Mode of China Copper Processing Industry

  1. Introducing Main Operations and Analyzing Profit-Earning of China Copper Processing Industry
  2. Analyzing Investments in China Copper Processing Industry
  3. Development Features of China Copper Processing Industry
  4. Development Difficulties of China Copper Processing Industry

Confirmed Speaker: Wang Ming, Deputy President, Hailiang Group 
Background: China’s copper processing industry has been making rapid progress in recent years as China’s economy develops. Copper processing industry belongs to an industry of low additional value due to low technical contents, but as copper prices increase, the cost for raw materials has also risen considerably. Especially against the backdrop of tight monetary measures during 2011, copper processors were confronted with great difficulties and challenges. How should China’s copper processors adjust strategies to ensure their healthy development?

15:00 Tea break

China Power Investment Structure and Future Investment Trend Analysis

  1. Analysis on Chin Power Grid Development Plan in 12th Five-Year Plan Period
  2. Introduction of Present China Power Industry
  3. Future Chinese Power Investment Trends
  4. Introduction of Impact of Power Grid Investment on Copper Consumption

Guest to be confirmed: State Grid Corporation of China
Background: The power industry accounts for the largest part of copper consumption. Development of the industry therefore plays an importance part in copper consumption. China’s 12th Five-Year Plan says to modify and construct power source distribution and power grid structure. How will China’s power distribution change? What are investment modifications in the future? How will such modifications promote terminal copper consumption?

15:20 Wire and Cable Industry Development and Application of New Materials

  1. Review of China Electrical Wire and Cable Industry Development
  2. Present Application of Secondary Copper Rod in Electrical Wire and Cable Industry
  3. Secondary Copper Rod Industry May See Reshuffle

Confirmed Speaker: Liu Long, Deputy General Manger, Far East Holding Group-Cable Industry
Background: electrical wire and cable quality issues have caused frequent and serious accidents during recent years. Inferior quality of the conductor is a key cause. At the period of high copper prices, secondary copper rod saw rapid development in the electrical wire and cable industry due to cost advantage. It is said recently that a secondary copper industry standard has been checked and approved by a committee of experts and submitted to the Ministry of Industry and Information Technology. Will this standard be published？How will the standard affect development of the electrical wire and cable industry? How will the secondary copper rod industry change as a result?

15:50 Scrap Copper Supply and Demand and Price Trends Analysis

  1. Analysis on Scrap Copper Policies and Their Impact on Scrap Copper Import
  2. Analysis on Scrap Copper Demand at Secondary Copper and Copper Processing Businesses
  3. Impact of Domestic Scrap Copper Supply and Demand on Scrap Copper Prices
  4. Comparison and Analysis on Scrap Copper and Copper Prices

Confirmed speaker: Chen Peng, Scrap Copper Analyst, SMM Information & Technology Co., Ltd.
Background: scrap copper can not only be used as raw materials of copper smelting, but also can be used directly in copper processing. Scrap copper therefore plays an import part in the copper market. China’s scrap copper market cooled after the 2008 financial crisis lacking risk control and national regulation. How will polices affect the scrap copper market? How does scrap copper utilization differ at copper smelters and processors? What are impacts of scrap copper prices on the copper market?

Meeting End

 


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