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Agenda

Day 1 of the 2026 agenda is here! With the full Day 2 unlocking soon

We're confirmed key presentations with leaders from S&P Global, American Coal Council, Energy Ventures Analysis, Inc., John T. Boyd Company, Argus Media, AMK Global Corp LLC, McCloskey by Opis, Wood Mackenzie, the U.S. Chemical Safety and Hazard Investigation BoardChina Risun Group, and more!

Please note: The presentations denoted with an * are subject to slight changes in topic or speaker

Registration & Welcome
Hot Breakfast- Sponsored by SunCoke Energy
Opening Remarks
Session I: Metallurgical Coal, Coke and Steel Market Dynamics and Global Expectations
Outlook for U.S. Met Coal
Forecast of supply and demand for U.S. metallurgical coal, including domestic demand for blast furnace steel, coke, and coking coal, exports of U.S. coking coal to global markets, and changes in production and mining costs for U.S. met coal producers.
 
Seth Schwartz | Managing Director, Energy Ventures Analysis
India’s Growing Coking Coal Demand
This presentation will discuss India's growing coking coal demand, its strategy for Indonesian coke imports, and opportunites for US met coal exporters
Karen McBeth | Director, Metals Strategic Engagement & Intelligence, S&P Global
Executive Review of Colombia's Metallurgical Coke Industry: Technologies, Production Hubs and Key Producers
Colombia's Met Coke industry is characterized by diverse cokemaking technologies, regional production clusters, and a large number of independent producers operating alongside integrated industrial facilities. This paper provides an executive review of Colombia's metallurgical coke sector, including an overview of the principal coke oven technologies currently in operation and ongoing modernization trends. It also examines the country's main production hubs, highlighting the geological, logistical, and economic factors that have shaped their development. In addition, the paper profiles Colombia's leading coke producers, reviews the industry's market structure, and discusses the country's role in domestic and international coke markets.
 
Carlos Felipe Barrera | CEO, John T. Boyd Company
Networking Break
If attendees are taking meetings during this break, content will resume at 11:00am
Session II: Production Outlook
Metallurgical Coal Pricing: Not Settled
As the industry approaches a full decade since the end of the 'benchmark' system, it remains in an unhappy holding pattern. The promise of more fluid physical pricing being matched by a deep, liquid futures market effectively able to switch spot to term has failed to take root. Additionally the ground has shifted both for supply cost curves, for outright demand and for the structural nature of mean demand. Traditional pricing structures aren't broken, but are being asked to do too much. Equally, the buy and sell- side must do more to create new ones.
 
Tim Hard | SVP Energy Transition, Asia Ferrous, Argus Media
PANEL: Outlook for US Coal Production & Demand
This panel discussion will touch on key areas including:
  • Impacts on Trade Flow 
  • The "West-to-East" Pivot
  • Price Divergence
  • Top U.S. Coal Producing & Exporting Companies
  • New Mines & Ownership Changes
Moderator:
  • Karen McBeth, Director, Metals Global Engagement and Intelligence, S&P Global
Panelists to be announced!
 
Met Coal 2035 – The Strategic Future of Steelmaking Raw Materials and the Rise of the Americas
A forward looking keynote on the future of metallurgical coal and its decisive role in shaping the next decade of global steelmaking. With India entering its most aggressive steel expansion cycle in history—targeting 300 MTPA crude steel capacity by 2030 and 500 MTPA by 2047—the nation’s demand for high quality metallurgical coal is set to surge dramatically. India will require an additional 100 million metric tons of met coal over the next decade to sustain blast furnace growth, replace aging capacities, and support new greenfield steel clusters. Anand’s presentation will decode:
  • Global met coal supply shifts as traditional exporters (Australia, Canada) face cost inflation, ESG pressures, and logistics constraints
  • The strategic rise of the Americas—Colombia, the United States, and Brazil—as the next major supply base for Asia
  • Quality evolution: CSR, CRI, ash, and VM trends shaping premium vs. mid tier met coal markets
  • Price cycles and volatility forecasts through 2035
  • India’s raw material security challenge and the need for diversified, long term sourcing corridors
Drawing from his active leadership in developing Colombian met coal resources and building integrated supply chains from the Americas to India, Anand will present a data driven roadmap for steelmakers, traders, and policymakers. His analysis highlights how the Americas can supply 30–40% of India’s incremental met coal requirement, stabilizing procurement and reducing geopolitical risk. This session will offer a strategic, future ready perspective on how met coal markets will evolve, where the next competitive resources will emerge, and how India can secure the raw materials essential for its steel driven economic transformation.
 
Anand Mohan Srivastava | CEO, AMK Global Corp.
Networking Lunch
Lunch will be provided. If delegates are arranging meetings during this lunch hour, content will resume at 1:45pm.
Session III: The Future of Met Coal Supply: Investment, Resources & Market Opportunities
The Changing Landscape of US Metallurgical Coal Supply and its Role in the Seaborne Market
  • Recent entrants to the US met market have caused a shift in overall coal quality
  • Competitiveness of US met coal producers on the global cost curve
  • A fundamental and structural shortage of worldwide met coal still exists towards 2030
  • Strategic positioning of US coal brands has resulted in successful uptake in the global marketplace
  • New projects preparing to make the next move
  • Executive support of met coal as a critical material

Dianna Ridgway | Research & Analysis Associate Director, McCloskey by OPIS, a Dow Jones Company
US Metallurgical Coal and Met Coke: A Market in Transition
This presentation will answer your most-pressing questions like:
  • How quickly will India and Southeast Asia drive incremental seaborne demand growth?
  • Will global supply investments keep pace with long-term project requirements?
  • Will opportunities open for the US if there is a shortfall in premium hard coking coal?
  • How will ESG and permitting challenges impact future supply additions? 

Natalie Biggs | Global Head of Coal Markets, Wood Mackenzie
Updates for China’s Metallurgical Coke Market
PANEL: Global Coal & Coke Trade 2027: Shifting Flows, New Markets & Supply Strategies

Moderator:
  • Emily Arthun, Chief Executive Officer, American Coal Council
Panelists:
  • Jiao (James) Yong, Executive Deputy GM of International Business, China Risun Group
More panelists to be announced!
Networking Break
Session IV: Securing the Coke & Met Coal Supply Chain: Sourcing, Resilience and Risk
The Met Coal–Coke Connection: Procurement Strategies, Supply Security and the Outlook for U.S. Coke
The US Chemical Safety Board’s U.S. Steel Clairton Investigation
The U.S. Chemical Safety and Hazard Investigation Board is a federal agency charged with  conducting comprehensive safety investigations to determine the cause of catastrophic  chemical incidents. This presentation will summarize the findings, conclusions, and  recommendations from the CSB’s investigation into the August 2025 explosion at the U.S. Steel coking facility in Clairton, PA.
 
Drew Sahli | Chemical Incident Investigator, U.S. Chemical Safety & Hazard Investigation Board
Latin America’s Role in the Future of Metallurgical Coal: Supply Resilience, Investment and Global Market Opportunities
Day 1 Concludes
Evening Networking Reception
Drinks and light bites to be provided until 6:45pm. If delegates are arranging off-site dinners, content will resume at 9:00am on Wednesday, Nov. 11.
 
Session VI: What's the Future for U.S. Metallurgical Coal?
Morning Refreshments
Opening Remarks
Principal Federal Regulatory Issues Facing the US Coke Industry in 2026 and Beyond
Automated, Dynamic Coal Blending*
Challenges Facing Global Steel Decarbonization Efforts
  • Process Routes for Steel Decarbonization
  • Current global BF/BOF vs EAF Steel Production
  • CAPEX challenge: existing BF/BOF facilities
  • BF/BOF lowCO2 challenges: reductants, HBI, pellets, scrap, CCUS
  • DRI/EAF transition challenges: CAPEX, OPEX (pellets, natural gas, H2)
  • Iron Ore Challenges: DR grade pellets, BF pellets vs sinter
  • EAF scrap challenges: availability, residual levels
  • Electric Grid Challenge: Need “Green” electricity
  • Logistic challenges: transport costs, CO2footprint
  • LCA for shipping “green” products: HBI, scrap, pellets
  • CCUS challenges: technology, logistics, CO2 storage, co-product markets

Dr. Joseph J Poveromo | President, Raw Materials & Ironmaking Global Consulting
Networking Break
BIO Coke
Session VII: ESG Updates and Drivers for Carbon Demand in the Next Decade
Emissions and Carbon Reduction Solutions*
CBAM and Carbon Pricing Effects*
Session V
PANEL: Forecasting the Future of Investments in the Coke and Coal Industries*
Closing Remarks