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December, 7th 2021

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Asia Steel Markets 2022

Steel April 27, 2022 2 days 350.0 (Early Bird Rate)

 

Overview

East Asia has dominated the global steel industry for decades but is its influence now waning? Developing markets in Southeast and South Asia are now leading global steel demand growth. China is at a turning point in its economic history, with profound implications for steel. Weaker demand is being matched by weaker production, but will restraints continue indefinitely? Meanwhile, will India’s new wave of capacity lead to a new wave of exports? In this case, will demand growth in Southeast and South Asia be enough to absorb the excess, considering their own expanding capacity?

The last two years have seen raw materials markets in turmoil as shortages and trade disruptions have first sent prices spiraling higher followed by their collapse on the back of sharp cutbacks in Chinese production. Trade has also had a tumultuous few years with the US-China showdown, Covid, freight rate surges and a range of new restrictions on exports and imports for various products. New export giants may be developing in South Asia, with India looking more like China circa 2005. Amid all this, new trade frameworks are developing as the WTO loses influence and competing trading blocs evolve. Competition and protectionism are important drivers which could dramatically shape steel trade flows in the coming years.

 

Associations & Media Partners

NASS 

Since its establishment in 1928, NASS has been successfully working to promote the interests of steel service centres throughout the UK. NASS is the only trade association covering the whole of the UK steel stockholding industry. NASS members supply steel to UK manufacturing and are a vital link in the supply chain from producer to customer, handling some 8 million tonnes of steel a year, principally to the construction, automotive and engineering industries.

 

Virtual Conference

The Kallanish virtual event platform is designed to support face-to-face networking, personalised agendas, downloadable contact lists, the ability to engage with speakers via live Q&As and polls, and the option to re-watch sessions on-demand soon after each session.

» Watch our overview on how a virtual conference works

» Watch how to network at a virtual conference *New includes our exciting face to face networking room feature!

» Watch how to set up a personalised agenda

 

Networking

Our dedicated virtual networking platform will enable you to engage in face to face meetings, send messages and contact requests and schedule meetings in advance with industry peers expected to attend the virtual conference.

  • Engage - Face to face meetings in our virtual networking room with groups of up to 15
  • Find - Search our list of attendees
  • Message - Chat, discuss and organise meetings with fellow industry peers and potential partners
  • Discuss - Post your thoughts onto the discussion board to see what others are thinking about the conference sessions
  • Join - Join and organise group meetings at the touch of a button
  • Support - The Kallanish team is on hand help you with these tools

Click here to watch the video

Asia Steel Markets 2022 April 27, 2022

 

Welcome address

 

  • 14:00 Keynote session 1: Asia steel markets: emerging from crisis?

  • East Asia has dominated the global steel industry for decades but is its influence now waning? Developing markets in Southeast and South Asia are now leading global steel demand growth. As the region begins to emerge from the ravages of Covid, emerging regions have a chance to shine as stimulus packages are rolled out. Problems remain, and Covid may re-emerge in a new wave, but spending has supported demand growth and could continue to do so in many regions. China however is at a turning point in its economic history, with profound implications for steel. Weaker demand is being matched by weaker production, but will restraints continue indefinitely? Or will lower demand lead to a return to export markets? In this case, will demand growth in Southeast and South Asia be enough to absorb the excess, considering their own expanding capacity? 

    •    How will peak Chinese steel affect the rest of the region?
    •    How will trade flows shift as capacity investments come online?
    •    Will the region emerge smoothly from the pandemic?
    •    How will major producers respond to the fast-changing economic environment?

  • 15:15 Networking break

  • 16:00 Session 2: Investment, demand and the green economy

  • Although capacity investments have shifted from East Asia to the South and Southeast, Asia remains the key driver of global investment. With climate change and other environmental issues becoming more important however, are current investments the right ones? How will companies react to a changing regulatory atmosphere? We are already seeing new carbon border taxes and steelmakers charging carbon emissions surcharges. Will this be enough to sustain current capacities? Or will a new round of investments to replace existing capacities be necessary? Does China point the way with its peaking capacity and shift towards EAFs? Or is something more radical needed? Demand remains the key driver of investment, so will this trump environmental concerns? Will India’s new wave of capacity lead to a new wave of exports, and how much more steel can Southeast Asia take as it too builds up its domestic production capacities?

    •    Will environmental factors weigh on investment decisions?
    •    Will demand growth be enough to sustain planned capacity investments?
    •    Which regions and companies will take the lead in shaping the future of the industry?

  • 17:15 End of Day 1

Welcome address

  • 14:00 Session 3: Raw materials adjust to a new future

The last two years have seen raw materials markets in turmoil as shortages and trade disruptions have sent prices spiraling higher. Now however, are miners feeling the hangover of recent excess? Sharp cutbacks in Chinese production triggered a price collapse for iron ore, but this could be just the beginning of a long-term trend. Will growing demand from emerging regions be enough to sustain prices? How will the raw materials mix be shifted by both new investments and environmental policies? What does equilibrium in raw materials markets mean as China’s share of the market shrinks? And will countries resort to interrupting trade flows to secure their own resources?

•    What does China’s slowdown mean for raw materials prices?
•    Will iron ore and scrap markets be redefined by environmental concerns?
•    Will the post-Covid world see more or less resource nationalism?

  • 15:15 Networking break

  • 16:00 Session 4: Trade in turmoil 

Trade has had a tumultuous few years with the US-China showdown, Covid, freight rate surges and a range of new restrictions on exports and imports for various products. Fundamental shifts still drive flows however and the shift in demand trends in China continues to have a strong pull on international markets as it periodically moves between imports and exports. New export giants may be developing in South Asia, with India looking more like China circa 2005. Amid all this, new trade frameworks are developing as the WTO loses influence and competing trading blocs evolve. Competition and protectionism are important drivers which could dramatically shape steel trade flows in the coming years.

•    Will trade remain global or become more regional?
•    Will India replace China as the dominant Asian exporter?
•    Will nationalism and protectionism trump free trade?
•    How can the industry protect itself in such volatile times?

  • 17:15 Networking Break

  • 18:00 Session 5: Asia Steel Markets – Perspectives

Kallanish analyses and interrogates some of the key issues from the conference, taking a view across all sessions to give the big picture for the region’s steel industry. In an open discussion between the moderators and the conference delegates we try to get to the bottom of the key themes.

  • 19:00 Closing Remarks

 

 

 

 

Asia Steel Markets 2022 April 27, 2022

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End Date Jan. 21, 2022
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Final price in : 350.0

Early Bird Rate