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DTC Lunch, Coal and Q&A (Wed. December 11th, Princeton Club)
Coal Year 2014: DTC tackles three vexing questions: 1) Will the coking coal market languish at these levels or will we see some actions? 2) Will the seaborne thermal market keep out all but the lowest cost coals from the Illinois Basin? 3) Are nails being hammered into Central Appalachia’s coffin or are analysts writing a premature obituary?
DTC’s Thermal Price Forecasts: DTC is rolling out a new product! Hans Daniels will use this event to launch his basin-by-basin U.S. thermal coal price forecasts.
Featured Speakers & Topics:
- “Capp to the Future”/Nick Carter – Natural Resource Partners (NRP): Nick Carter is NRP’s Chief Operating Officer and long-time friend of DTC. As a significant owner of U.S. coal reserves, NRP sits on a unique perch. Nick will outline his expectations as to what Central Appalachia will look like when the dust settles. (Hint: Capp ain’t dead yet!)
- Capp: Can Quality Trump Economics?/Rod Hatt – Coal Combustion Inc.: How much Capp coal do U.S. utilities really need? Can the Illinois Basin grab all the marbles? Will European buyers ‘pay up’ for high quality Capp? Rod will provide some unexpected answers.
- Hans Daniels Unveils his Crystal Ball: DTC’s ‘High-Powered Hans’ unveils his U.S. basin-by-basin thermal coal price forecasts through 2018. Don’t miss his inaugural price forecasts and your chance to use our prices in your models.
- Seaborne/Domestic Coking Coal Panel: No one can predict the future, but our experts have a better chance than anyone else of getting it right. What is in store for 2014 & 2015? Will the US exporters be forced to eat Australia’s dust? Who will absorb ACI’s production from the Leer longwall? Will ANR’s massive market share be a boost or a burden? Will premium coking coal brands fare better than lower-quality blends? Will domestic steel mills provide relief? Is this an Asian story or will Brazil and the EU come into play?
- Mike Hardesty/SunCoke Energy is Senior VP of Sales and Commercial Operations. His company produces coking coal and operates five coke plants in the U.S. Very few individuals can simultaneously provide a supplier’s and a buyer’s perspective.
- Mike Grim/Oremco is responsible for procuring U.S. coking coal for Tata Steel’s operations in the UK and the Netherlands. He has experienced more coking coal cycles than most coal veterans and provides sage insight whenever he speaks.
- Jim Thompson/Energy Publishing sits on an enviable perch in the coal fields. He is typically abreast of market changes before the data points emerge and possesses an uncanny sense on which way the wind is blowing.
- Seaborne Thermal Coal Panel: Will the U.S. coal sector play a permanent role in seaborne thermal market or will it be relegated to a market of last resort? Will Colombia oust Capp thermal coal from the Atlantic Basin? How important is ‘diversity of supply’ to the seaborne buyers? Can the Illinois Basin’s global market share grow? Will PRB exports grow in Steve’s lifetime or Ted’s? Will topping-off cape-sized vessels make a difference? Our expert panelists will share their perspectives.
- Matt Schicke/Mercuria leads his firm’s Americas coal trading operations and is a pioneer in the OTC coal market. His firm is a major exporter/trader of physical & financial coal and is not shy about having ‘skin in the game’ via equity positions in producing and logistic assets.
- Ramesh Malhotra/Coeclerici has been a coal-trading icon for decades. We are honored to have such a seasoned veteran participate on our panel. His outlook on the seaborne coal markets and the future role of the U.S. and Central App will be priceless.
- Chris Rogers/Freepoint Commodities is a coal trader, who has gained our respect for his no-nonsense nuts & bolts approach to trading the coal markets. If there is an unexploited arb in the marketplace or an unfolding trend, you can bet Chris has already analyzed it.
- Dan Vaughn/ICAP Energy is a coal broker extraordinaire, who produces a daily price sheet used by virtually every trading desk. He epitomizes the successful OTC broker who can bridge the physical and financial trading sectors.
Schedule of Events:
||Networking: Meet & chat with the speakers and delegates
||Steve Doyle/Ted O’Brien: The coal landscape for 2014
||Nick Carter: "Capp to the Future"
||Rod Hatt: Capp - Can Quality Trump Economics?
||Hans Daniels Unveils DTC's Crystal Ball
||Seaborne Thermal - 2014/2015
||Seaborne Coking Coal - 2014/2015
Registration Details (Thanks for your support to make this our 11th consecutive sold-out event!):
When: Wednesday, December 11th from 11:30 am - 3:00pm
Where: The Princeton Club, 15 West 43rd Street (between 5th and 6th Avenues) in New York City
Price (includes lunch): $525 per person
DTC Premium Clients (you know who you are!): Complimentary registration.
Register through DTC: Contact Vicky to be invoiced, pay by phone or pay by soft dollar broker.
Questions? Please contact Vicky Bray (firstname.lastname@example.org; +1 970.241.1510) or Ted O'Brien (email@example.com; 646.840.1300).
We look forward to seeing you on December 11th!