Agenda

  1. Tuesday 12
  2. Wednesday 13
  3. Thursday 14

08:00

Registration & Exhibition opens

09:00

Keynote Session: Opportunities for growth amid the energy transition

Paul Williams

Paul Williams

Head of Aluminium Value Chain • Analysis & Forecasts

CRU

09:25

CEO panel - Navigating geopolitical turmoil and adapting to the energy transition

10:30

Refreshment break

11:00

Trade and the circular economy

11:20

Indonesia, the new supply frontier

• What factors govern the breadth and scope of primary output growth in Indonesia?
• What impact does supply growth in the SE Asian nation have on industry decarbonisation?
• How does primary aluminium expansion in Indonesia compare to that of the nickel industry and previous Chinese aluminium output growth?

Alex Christopher

Alex Christopher

Lead, Aluminium Long Term Service Analysis & Forecasts

CRU

11:40

Panel: Supply growth and implications for decarbonisation

• New technology for decarbonisation
• Alumina projects
• Recycling growth - Is the battle for scrap intensifying?

12:30

Lunch

14:00

Aluminium in Light Vehicles: Opportunities, Threats, and Substitution Risk

• Will aluminium demand in light vehicles continue to rise?
• What factors are reshaping material selection in light vehicles?
• Is aluminium intensity (kg per vehicle) in light vehicles under threat from alternative materials?
Sustainability

David Leah

David Leah

Senior Analyst

CRU

David Leah leads the outlook for automotive demand, production and electrification at CRU. He is a narrator of the unprecedented change in the automotive industry and its significance for commodity markets. David has a wealth of experience working at leading automotive forecasting and analysis firms. He holds a MSc in International Business Economics from Oxford Brookes University.

14:20

How do we reverse the weight spiral & deliver significant weight save at no material cost increase with an Aluminium Intensive Vehicle (AIV) reactive to a steel reference vehicle.

14:35

Topic to be announced

14:50

Aluminium vs copper – what are the opportunities for the light metal?

• Copper prices have recently hit a series of record hight, increasing the copper aluminium ratio, would this lead to a boost in aluminium demand and substitution opportunities?
• The rise in copper prices have spurred aluminium prices to rise in the short term, potentially supporting substitution away from aluminium, what would these opposing factors mean for the light metal?

Zaid Aljanabi

Zaid Aljanabi

Head of Aluminium Products

CRU

​Zaid is a principal analyst covering primary and secondary aluminium, value-added products, aluminium raw materials, and carbon products in North America and worldwide. Prior to joining the aluminium analysis team, Zaid spent six years with CRU’s consulting division as head of aluminium consulting. Before CRU, he worked for several years at Emirates Global Aluminium (EGA) in the UAE where he led the market research unit and held various positions within marketing and sales, corporate strategy, and finance. He previously worked in London for a number of commodity-focused firms as an analyst, including Thomson Reuters and Diapason Commodities Management, where he managed the precious and base metals research unit. He began his commodities research career in 2002 as an economist with AUPEC, an oil and gas consultancy firm. Zaid holds an MA with honours in Economic Science from the University of Aberdeen and an MSc in Economics from the University of Amsterdam. Zaid is fluent in Arabic and French.

15:10

Panel Demand surge or stagnation ahead?

• Competitive materials
• Downstream presentations
• China’s future role in the aluminium sector
• India’s growth story

Ron Knapp

Ron Knapp

Adviser - Office of the Chairman

China Hongqiao Group Limited (HK)

Ron joined China Hongqiao Group in January 2020, following 11 years as Secretary General of the International Aluminium Institute (London). Previous roles include Executive Director of the Australian Aluminium Council (2002 to 2008).

16:00

Refreshment break

16:30

Panel: Economics, prices and premiums

• Alumina price forecasts
• Prices and premiums
• Macro-economic outlook

Alex Tuckett

Alex Tuckett

Head of Economics • Economics & Sustainability

CRU

Alex Tuckett is Head of Economics at CRU. He has over 15 years experience in economic analysis. Alex joined CRU in 2020 from PwC, where he was a Senior Manager in their economics advisory practice, leading analytical projects for a range of clients as well as contributing to their macroeconomic commentary. He began his career in the UK Treasury, later moving to the Bank of England, and has provided macroeconomic modelling and analysis to policymakers in fiscal, monetary and financial policy. He has published his analysis through a number of working papers, journal articles and blog posts on topics including productivity, exchange rates and modelling credit flows. Alex has an MSc in Economics from University College London, and a BSc in Economics and Economic History from the London School of Economics.

Ross Strachan

Ross Strachan

Head of Aluminium Raw Materials • Analysis & Forecasts

CRU