CTC Agenda
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 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