December 3 - 4, 2018
Crowne Plaza Times Square – New York City, NY
Monday, December 3
6:00 – 7:30 p.m. Coal Trading Conference Welcoming Reception
Tuesday, December 4
7:30 – 8:30 a.m. Continental Breakfast
8:30 – 8:45 a.m. Delegate Welcome and Opening Remarks
Steve Watson, Director - Trading and Origination, Arch Energy Resources and Vice President Energy Traders, American Coal Council
Betsy Monseu, CEO, American Coal Council
8:45 – 9:30 a.m. Keynote Address – “Coal, Congress, and the Capital Markets”
Dennis Gartman, President, The Gartman Letter, L.C.
From a post-midterm elections perspective, Dennis will discuss the capital markets – covering economic, financial, and political trends and impacts for coal, energy, and trading.
9:30 – 10:00 a.m. Break
10:00 – 11:30 a.m. Session 1 International Trends and Influences
Met and Thermal U.S. Coal Exports Outlook
Charles Dayton, Vice President Market Analytics, Doyle Trading Consultants
Advancing Coal Exports (report to Secretary of Energy)
Janet Gellici, CEO, National Coal Council
Trade/Tariff Influences on Coal, Steel & Aluminum Sectors
Lucas Pipes, Senior Vice President and Senior Analyst, B. Riley FBR
11:30 – 11:45 a.m. Break
11:45 – 1:00 p.m. Luncheon Address - “Climate Tipping Points? Implications of the UN Intergovernmental Panel on Climate Change 1.5 Report”
Marc Morano, Founder, Climate Depot
This new UNIPCC report describes the large-scale, rapid changes needed in energy, transportation, and food systems to reduce emissions and limit global warming. Use of coal and other fossil fuels would necessarily plummet. Marc will provide observations on the report, the response to it, the political implications including midterm elections results, and will touch on his recent book “The Politically Incorrect Guide to Climate Change” – relating all to future energy policy and implications for coal.
1:00 – 1:15 p.m. Break
1:15 – 2:30 p.m. Session 2: Domestic Tipping Points
Coal Markets Outlook
Seth Schwartz, President, Energy Ventures Analysis, Inc.
Natural Gas Markets Outlook
Richard Redash, Head of North American Gas and Power Research, Analytics, S&P Global Platts
2:30 – 3:00 p.m. Break
3:00 – 4:00 p.m. Session 3: Q&A Panel
In the context of marketplace factors including tighter coal supply in some regions, higher coal exports, variable coal burns, and natural gas price dynamics, perspectives on managing and optimizing positions will be discussed.
Moderator: Jim Thompson, Executive Director, Coal U.S., IHS Markit
• Jose Alfaro, Vice President Analysis & Strategy, Arch Coal
• Tim Whelan, Senior Vice President - Sales & Marketing, Alliance Coal, LLC
• David Lawson, Vice President Coal, Norfolk Southern
• Ben Baughan, Senior Market Originator, Dominion Energy
• Kimberly Chilcote, Fuel Buyer Staff, American Electric Power
4:00 p.m. Conference Adjourns