CTC Agenda
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 December 9 - 10, 2019

The Westin New York at Times Square

New York City, NY

Tentative Agenda 

 

Monday, December 9

 6:00 –   7:30 p.m.  Coal Trading Conference Welcoming Reception

Tuesday, December 10

 7:30 –   8:30 a.m.  Continental Breakfast

 8:30 –   8:45 a.m.  Delegate Welcome and Opening Remarks 

Steve Watson, Chairman, ACC Coal Trading Committee and Director - Trading and Origination, Arch Energy Resources

 Betsy Monseu, CEO, American Coal Council

 8:45 –  9:30 a.m.  Keynote Address 

Coal Worldview and Implications for U.S. Coal

Dr. Lars Schernikau, Co-founder/Shareholder, HMS Bergbau AGand author of “Economics of the International Coal Trade - Why Coal Continues to Power the World

Economic, financial, environmental, policy, and political factors continue to influence decisions about mining and using coal. Dr. Schernikau’s considerable involvement in key coal producing and consuming regions around the world informs his perspective on international markets and policy, which he will discuss in the context of U.S. trends. 

 9:30 – 10:00 a.m.  Break

 10:00 – 11:30 a.m. Session 1 

China and Global Economic Indicators, Trade Policy Influences, and Oil-Gas-Coal Markets Outlook 

Matt Warder, Director of Research and Product Development, Energy Capital Research Group

Ocean Freight Trends and IMO 2020 Implications for Shippers

John Keeshan, Senior Director, Simpson Spence Young  

Expanding in Coal and Assessing Forward Markets and Opportunities

Adam Anderson, Chairman and CEO, T. Parker Host   

 11:30  11:45 a.m.  Break 

 11:45 –  1:00 p.m.   Luncheon Address  -

 “Weather, Climate, and Navigating the Policy Waters”

Joe Bastardi, Chief Forecaster, WeatherBELL Analytics LLC 

 1:00 –   1:15 p.m.   Break

 1:15 –   2:30 p.m.   Session 2

The Changing Powder River Basin

Andy Blumenfeld, Head of Market Analytics, Doyle Trading Consultants - part of IHS Markit 

Coal Outlook – Structural and Strategic Factors

Mark Levin, Managing Director and Senior Analyst, Seaport Global Securities 

 2:30 –   3:00 p.m.   Break

 3:00 –   4:00 p.m.   Session 3

Metallurgical Coal, Steel, and Metals Trends and Influences

Hector Forster, EMEA, Americas Steel Raw Materials, Metals Analysis, S&P Global Platts 

Q&A Conference Wrap-up with Lars Schernikau, Matthew Warder, and Hector Forster)

 4:00 p.m.                Conference  Adjourns