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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 strategy for Indonesian coke imports and opportunities for US met coal exporters.
 
Karen McBeth | Director, Metals Strategic Engagement & Intelligence, S&P Global
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!
 
Anand Mohan Srivastava | CEO, AMK Global Corp.
Session III: Steel Production Updates
Networking Lunch
Lunch will be provided. If delegates are arranging meetings during this lunch hour, content will resume at 1:45pm.
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.
McCloskey by OPIS, a Dow Jones Company*
Session IV: Coal and Coke Trades
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: Trading Updates and Outlook*

Moderator:
  • Emily Arthun, Chief Executive Officer, American Coal Council
Panelists to be announced!
 
Networking Break
Session V: Logistics and Transportation
2026 Outlook*
Presentation details to come!
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
Railroad Updates*
Presentation details to come!
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.