IHS Pacific Basin Coal Conference

IHS is presenting the Pacific Basin Coal Conference in Kauai, HI on February 24-26, 2014.

The world's fastest growing and most important coal market, the Pacific Basin presents fresh challenges and opportunities at breakneck speed. A great deal has changed in a year, and the Pacific Basin Coal Conference will bring you fully up to speed on what you should understand about supply/demand dynamics, the transportation component and potential pitfalls, as well as windfalls. Of course, you will also hear from the world's most trusted coal industry analysts, including from the deep bench of IHS experts.

Some of the key discussions that the conference will focus on include:

  • China Coal Rush. Will massive growth in thermal coal demand continue or have we passed the peak?
  • Japan in the wake of Fukushima. How much has the coal demand picture changed?
  • Hard coking coal. When will substantial price recovery occur, and have we seen the last of $300 coal?
  • What role will US Western coal producers play in supply Pacific Basin thermal coal demand?
  • During a period of austerity, can global coal producers meet the challenge when Pacific Basin demand fully recovers?

Those and other key questions will be addressed and credible answers given in detailed and informative presentations and robust Q&A sessions. You will not want to miss the 2nd Annual Pacific Basin Coal Conference, the critical event to hear from the industry's heavyweights. See you in Kauai.

  • Monday, Feb 24, 2014

    5:00 pm - 7:00 pm Aloha Spirit Welcome Reception
    Tuesday, Feb 25, 2014
    7:45 am - 8:30 am Coffee and Registration
    Session One: Keynote Session: Pacific Basin Coal Trade
    Chair: Jim Thompson, Director, North American Coal, IHS
    8:30 am - 8:40 am Conference Introduction
    Jim Thompson, Director, North American Coal, IHS
    8:40 am - 9:00 am Welcome Address
    Jeff Walsh, AES
    9:00 am - 9:20 am The US Position in the Global Market
    James Stevenson, Director, North American Coal, IHS
    9:20 am - 9:40 am Unlocking the Door: Everything You Need to Know About US Coal Transportation
    Russ Epting, Director of Export Coal - Marketing, CSX
    9:40 am - 9:50 am US Illinois Basin Update
    9:50 am - 10:15 am Question and Answer
    10:15 am - 10:45 am Networking Refreshment Break (sponsorship available)
    Session Two: US West Coast Exports Today (And Tomorrow): What’s the Potential
    Chair: Steve Read, Executive Vice President: Global Sales Group, Signal Peak Energy
    10:45 am - 11:50 am Asia Thermal Demand Panel
    Shuji Matsumoto, Mitsubishi Corporation RtM, Japan Ltd.
    Min Yang, Kovor International Inc.
    Hongbin Zhuang, General Manager, Source Profit Limited (SPL)
    11:50 am - 12:10 pm Can the Railroads Make it Work?
    Doug Glass, Senior VP Energy, Union Pacific
    12:10 pm - 12:30 pm The Dynamics of Western US Coal Logistics?
    Tom Canter, Executive Director, National Coal Transportation Association
    12:30 pm - 1:00 pm Question and Answer
    1:00 pm - 2:30 pm Networking Lunch (sponsorship available)
    Session Three: The Inflection Points: An IHS Review of the US and Global Markets
    Chair: Jim Thompson, Director Coal, IHS
    2:30 pm - 4:00 pm Brief Presentation and Panel Discussion
    Bob Ineson, Managing Director, North American Natural Gas, IHS
    Sara Johnson, Senior Researcher, Global Economics, IHS
    James Stevenson, Director, North American Coal, IHS
    4:00 pm - 4:30 pm Networking Refreshment Break (sponsorship available)
    Session Four: Has the World Become Too Bearish?
    Chair: James Stevenson, Director, North American Coal, IHS
    4:30 pm - 4:50 pm Will the Bull Re-emerge?
    Dan Roling, Chief Executive Officer, Novadx
    4:50 pm - 5:00 pm Panel Discussion
    5:20 pm End of Day One
    6:00 pm - 8:00 pm Cocktail Reception: Luau – Proudly Sponsored by Xcoal Energy & Resources
    Wednesday, Feb 26, 2014
    8:00 am - 8:30 am Coffee and Registration
    Session Five: Spotlight on Met Coal Supply and Demand
    Chair: Jim Thompson, Director, North American Coal, IHS
    8:30 am - 8:50 am Japanese Coking Coal Requirements and the New Purchasing Landscape
    Kazuo Tanimizu, Executive Counsellor, General Manager, Head of Division, Nippon Steel Sumitomo Metals
    8:50 am - 9:10 am China Market Dynamics
    Xizhou Zhou, Director, China Energy, IHS
    9:10 am - 9:30 am US Met Coal Supply
    Ernie Thrasher, Chief Executive Officer, Xcoal Energy & Resources
    9:30 am - 10:00 am Question and Answer
    10:00 am - 10:30 am Networking Refreshment Break (sponsorship available)
    Session Six: Spotlight on Thermal Coal Supply
    Chair: John Howland, Senior Director, Coal, IHS
    10:30 am - 10:50 am Natural Gas Cometh
    Dr. Nigel S. Dong, Power Generation Specialist & Technical Author, IEA Clean Coal Centre
    10:50 am - 11:10 am US Thermal Coal Supply
    Steve Doyle, CEO, Doyle Trading Consultants
    11:10 am - 11:30 am Colombia and the Asian Market
    Nathaniel Drummond, Senior Vice President, Drummond Company
    11:30 am - 11:50 am Australian Export Growth and the Move to Lower Quality Coals
    James Stevenson, Director, North American Coal, IHS
    Jim Thompson, Director, North American Coal, IHS
    11:50 am - 12:20 pm Question and Answer
    12:20 pm - 1:50 pm Networking Lunch (sponsorship available)
    Session Seven: Spotlight on India
    Chair: John Howland, Senior Director, Coal, IHS
    1:50 pm - 2:20 pm India: Opportunities, Challenges & Execution 
    Suresh Iyer, The Iyer Group
    2:20 pm - 2:50 pm Question and Answer
    2:50 pm - 3:20 pm Networking Refreshment Break (sponsorship available)
    Session Eight: US Logistics Overview
    Chair: Jim Thompson, Director Coal, IHS
    3:20 pm - 3:40 pm US Ocean Terminals: Plans and Reality
    David Host, Chief Executive Officer, T. Parker Host
    3:40 pm - 4:00 pm Global Freight Outlook
    Robin Masters, Vice President, Simpson, Spence & Young
    4:00 pm - 4:30 pm Conference Wrap Up
    John Howland, Senior Director, Coal, IHS
    Jim Thompson, Director, North American Coal, IHS
    Xizhou Zhou, Director, China Energy, IHS
    4:30 pm End of Conference