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Hear from<br />
Kevin<br />
Crutchfield<br />
Chairman & CEO<br />
Alpha Natural<br />
Resources<br />
John Eaves<br />
President<br />
Arch Coal<br />
Michael Beyer<br />
CEO<br />
Foresight Energy<br />
Fred Palmer<br />
Senior Vice President,<br />
Government Relations<br />
Peabody Energy<br />
Ernie Thrasher<br />
CEO & Chief<br />
Marketing Officer<br />
Xcoal Energy &<br />
Resources<br />
Key Topics to be discussed:<br />
•A fuel displaced? The impact of natural gas on demand for U.S. coal<br />
•Coal and politics: What will the impact of November’s election results be on America’s<br />
coal industry?<br />
•Looking overseas: Exploring the future of U.S. coal exports and potential<br />
infrastructure expansion<br />
•Production updates: Which basins have the most competitive margins and where is<br />
demand coming from?<br />
Platinum Sponsor<br />
Bronze Sponsors<br />
Supporters<br />
Gold Sponsor<br />
Silver Sponsors<br />
+44 20 7779 7222 www.coaltrans.com/usa coaltrans@euromoneyplc.com<br />
Register by<br />
December 7,<br />
2012 and<br />
save US$300<br />
“The ability<br />
to hear from<br />
so many<br />
industry<br />
experts at<br />
one event is<br />
priceless!”<br />
Grant McHenry,<br />
LogiCamms<br />
(Previous Coaltrans Delegate)
OVERCOMING U.S. COAL CHALLENGES<br />
Despite<br />
previous signs<br />
of recovery,<br />
the U.S. coal<br />
sector has had<br />
a difficult time<br />
in recent<br />
months.<br />
Uncertainty in the run up to November’s Presidential elections<br />
and continued low natural gas prices have combined to create a<br />
challenging operating environment. But we are still talking about<br />
a billion ton market with some of coal’s leading minds and most<br />
advanced technologies. Overseas demand for U.S. coal remains<br />
at good levels and there are opportunities for U.S. producers to<br />
play a larger role in the international supply of coal. Join us in<br />
Miami as Coaltrans USA returns for its 13th edition, giving you<br />
face-to-face time with major players and offering in-depth<br />
analysis of the major challenges facing your industry.<br />
The price is right…or wrong!<br />
It’s no secret that prices for both thermal and metallurgical coal<br />
have been struggling across the globe, with metallurgical coal<br />
prices in particular having fallen dramatically from highs of around<br />
$300 in the not-too-distant past. Hear how major producers are<br />
responding to this obstacle and thoughts on when we can expect<br />
to see prices levelling out, together with commentary on the<br />
potential for further M&A activity as a result of this decline.<br />
Looking outward<br />
With an increased focus on exports in the light of reduced<br />
domestic demand, attention has turned to infrastructure<br />
developments and how we can get the coal to port.<br />
About the Organisers<br />
2<br />
Coaltrans Conferences organises large-scale international coal conferences, which attract delegates from all over the<br />
world. It also runs focused regional events, exhibitions, field trips and training courses. It has a reputation for employing the<br />
highest organisational standards. In 2013, Coaltrans is running events in Australia, Brazil, China, Colombia, Germany, India,<br />
Indonesia, Mongolia, Mozambique, Poland, Russia, Singapore, South Africa, UK and USA. For more information please visit<br />
www.coaltrans.com.
AND NAVIGATING FOR A BRIGHTER FUTURE<br />
Mounting interest in Gulf Coast-based export<br />
platforms and barging expansion possibilities<br />
Venue - Hilton Sandtom hotel<br />
together with the imminent completion of the<br />
Panama Canal expansion offers potential lucrative<br />
new customers for U.S. coal.<br />
Getting competitive<br />
An uncertain regulatory environment and<br />
punishing prices mean that to retain significant<br />
market share, coal needs to improve its margins<br />
and showcase its potential. But to do that, you<br />
need the right knowledge and forecasting data.<br />
Get the latest market commentary and equip<br />
yourself with the tools you need to equip your<br />
business with the right tools to maximize<br />
profitability as we move into 2013 and beyond.<br />
After a record-breaking<br />
attendance of over 350 major coal<br />
players in 2012, join us in Miami in<br />
January 2013 for the USA’s<br />
premier coal event and cement<br />
your position in this marketplace.<br />
Venue<br />
AGENDA AT A GLANCE<br />
DAY ONE –<br />
THURSDAY, JANUARY 31, 2013<br />
SESSION 1: Opening Keynotes<br />
SESSION 2: Making sense of<br />
the economics<br />
SESSION 3: Thermal coal: Market<br />
dynamics and end-user perspectives<br />
SESSION 4: Infrastructure update:<br />
Keeping the USA’s coal moving<br />
Xcoal Evening Reception<br />
DAY TWO –<br />
FRIDAY, FEBRUARY 1, 2013<br />
SESSION 5: Metallurgical coal supply<br />
SESSION 6: Metallurgical coal –<br />
the Buyers’ perspective<br />
Farewell Lunch<br />
Rising above Miami’s skyline, Four Seasons Hotel Miami is a glittering pillar of<br />
sophistication and world class luxury. With newly renovated 221 guest rooms, including<br />
39 suites, the Four Seasons Hotel Miami is an urban oasis, boasting a two-acre pool<br />
terrace, and 50,000 square foot Sports Club/LA fitness center and Splash Spa. Attendees<br />
of the 13th Coaltrans USA are eligible for very special room rates at this deluxe hotel,<br />
which represents a considerable saving off best available published rates. Please see page<br />
8 for further information on how to reserve your room.<br />
3<br />
Hear from<br />
Kevin<br />
Crutchfield<br />
Chairman & CEO<br />
Alpha Natural<br />
Resources<br />
John Eaves<br />
President<br />
Arch Coal<br />
Michael Beyer<br />
CEO<br />
Foresight Energy<br />
Fred Palmer<br />
Senior Vice President,<br />
Government Relations<br />
Peabody Energy<br />
Ernie Thrasher<br />
CEO & Chief<br />
Marketing Officer<br />
Xcoal Energy &<br />
Resources<br />
Register by<br />
December 7,<br />
2012 and<br />
save US$300<br />
“The ability<br />
to hear from<br />
so many<br />
industry<br />
experts at<br />
one event is<br />
priceless!”<br />
Grant McHenry,<br />
LogiCamms<br />
(Previous Coaltrans Delegate)
"We attend Coaltrans every year as it enlarges our knowledge and horizon on what is going on<br />
at different market sides." Tadeu Santos, Sojitz Corporation (Previous Coaltrans Delegate)<br />
CONFERENCE AGENDA<br />
DAY ONE – THURSDAY, JANUARY 31<br />
08:00 Registration & coffee<br />
09:00 Welcome & opening remarks<br />
Sarah Robertson, Senior Conference Manager,<br />
Coaltrans Conferences Ltd.<br />
SESSION 1: OPENING KEYNOTES<br />
09:10 Chair’s opening remarks<br />
Paul Reagan, President,<br />
Sampling Associates International<br />
09:20 Putting coal into context<br />
- Separating the rhetoric from the reality<br />
Kevin Crutchfield, Chairman & CEO,<br />
Alpha Natural Resources<br />
09:40 Expanding horizons: Will U.S. coal play an<br />
expanding role in the world marketplace?<br />
• Increasing competitiveness of U.S. exports to Europe and Asia<br />
• Challenges and opportunities through 2020<br />
• Transition from swing supplier to global cornerstone?<br />
John Eaves, President, Arch Coal<br />
10:00 Working with improved margins: Coal’s comeback<br />
in the Illinois Basin<br />
• Why take a greater stake in Illinois Basin coal assets?<br />
• Growth potential within the Basin<br />
• Economics compared with Appalachian production<br />
Michael Beyer, CEO, Foresight Energy<br />
10:20 Politics & coal: Where are we now?<br />
• Impact of 2012’s presidential race victor on the USA’s coal sector<br />
• EPA regulation – ramifications of the Federal appeals court’s<br />
overturning of the Cross-State Air Pollution rule<br />
• Scope for collaboration between the industry and its regulators<br />
Fred Palmer, Senior Vice President Government Relations,<br />
Peabody Energy<br />
10:40 Questions & discussion<br />
SESSION 2: MAKING SENSE OF<br />
THE ECONOMICS<br />
11:20 Chair’s opening remarks<br />
Matt Anderson, Executive Director,<br />
Mizuho Securities USA<br />
11:30 Economic update: Meltdown or the road<br />
to recovery?<br />
• Explore the global economic situation<br />
• Quantify the impact of macroeconomics on the U.S. coal sector<br />
moving forward thorough 2015<br />
• What about the long-term picture?<br />
J. Christopher Haberlin, Vice President – Research,<br />
Davenport & Company<br />
11:50 The natural gas revolution<br />
• Evaluate displacement of coal by natural gas developments<br />
• Impact of gas-fired power generation on new coal-based projects<br />
– how much combined cycle expansion is coming online?<br />
• Competing for the ‘energy security’ mantle – what role can<br />
coal play?<br />
Emily Medine, Principal, Energy Ventures Analysis<br />
12:10 Let’s talk money: Wall Street & the broader<br />
financial perspective<br />
• Investor appetites and lending trends for U.S. coal projects<br />
• Capital markets update<br />
• Recovery timeline: Are we likely to see a recovery and if<br />
so, when?<br />
Michael Dudas, Managing Director, Sterne<br />
Agee & Leach<br />
12:30 Questions & discussion<br />
12:40 Networking lunch<br />
sponsored by<br />
SESSION 3: THERMAL COAL: MARKET<br />
DYNAMICS & END-USER PERSPECTIVES<br />
14:00 Chair’s opening remarks<br />
Jim Thompson, Senior Vice President, Energy<br />
Publishing LLC<br />
10:50 Networking refreshment break<br />
sponsored by<br />
14:10 Thermal coal demand: Outlook & opportunity<br />
• The impact of MATS and remediation equipment on the cost<br />
of coal generation<br />
• 2012-2015 thermal coal demand outlook<br />
• Coal generation capacity factors through 2015 and the<br />
opportunity for higher utilization and coal burn<br />
• Coal generation and the challenges from nuclear and<br />
renewable energy<br />
Gordon Howald, Senior Vice President – Utility Group,<br />
Doyle Trading Consultants<br />
4<br />
www.coaltrans.com/usa
"This was a well-organised event that provides a great overview of the global coal markets."<br />
Jordan Thomas, Southern Company (Previous Coaltrans Delegate)<br />
14:30 Hear from the end-users:<br />
UTILITY PANEL<br />
PANEL<br />
DISCUSSION<br />
Back by popular demand for our 2013 edition, Coaltrans USA once<br />
more brings you the latest commentary from major U.S. thermal coal<br />
buyers, reflecting on 2012 developments and looking forward to the<br />
future. Key issues that will be addressed by the panel include:<br />
• Stockpile levels and their impact on the purchasing strategy of<br />
major utilities<br />
• Procurement methodology – What makes an attractive supplier?<br />
Is it all about price?<br />
• Infrastructure and logistics considerations<br />
• Diversifying your portfolio and ensuring security of supply<br />
through supplier and basin flexibility<br />
Robert R. Hardman, Director – Coal Services,<br />
Southern Company<br />
Hank Baumann, Director – Coal Supply/Transportation<br />
East, PPL Corporation<br />
Michael Shinn, General Manager of Fuel Procurement &<br />
Asset Management, SCANA<br />
...further panellists to be announced<br />
15:20 Networking refreshment break<br />
sponsored by<br />
SESSION 4: INFRASTRUCTURE UPDATE<br />
– KEEPING THE USA’S COAL MOVING<br />
17:00 New routes for U.S. coal producers to reach<br />
international markets<br />
- Maximizing the potential of existing facilities/ports<br />
• Follow-up for the Northern Corridor option<br />
• Coal volumes handled through the Port of Quebec<br />
• Terminal expansion<br />
• What to expect going forward<br />
Geoff Lemont, Vice President - St. Lawrence Stevedoring,<br />
Quebec Stevedoring Group<br />
17:20 Full steam ahead for U.S. railroads?<br />
• Coping with domestic coal demand fluctuations<br />
• Pricing coal transportation effectively<br />
• Identifying and fixing bottlenecks – new capacity expectations?<br />
Jamie Heller, President, Hellerworx<br />
17:40 Questions & discussion<br />
17:50 Close of Day One<br />
EVENING RECEPTION - 18:30 - late<br />
Venue TBC<br />
Join us at this hugely-popular and lavish<br />
reception, generously hosted by our<br />
platinum sponsor, Xcoal, to cement<br />
existing partnerships and develop<br />
fruitful new relationships.<br />
Hosted by<br />
DAY TWO – FRIDAY, FEBRUARY 1<br />
15:50 Chair’s opening remarks<br />
Senior Representative, United Bulk Terminals<br />
16:00 Gulf Coast port developments<br />
• Rationalize recent increased interest in Gulf Coast-based coal exports<br />
• Coping with increased export volumes and ensuring a<br />
sustainable U.S. export platform<br />
Cees Van De Mortel, Chief Operating Officer,<br />
T. Parker Host<br />
16:20 Using the rivers effectively: The barge industry<br />
• Current state of play<br />
• Growing in tandem with port developments<br />
• How can we avoid barge rates pricing U.S. coal out of the market?<br />
Daniel T. Martin, Senior Vice President & Chief<br />
Commercial Officer, Ingram Marine Group<br />
16:40 Moving from fiction to fact? West coast<br />
terminal expansion update<br />
• Explore current plans for west coast terminals<br />
• Evaluate demand for cargos out of the western U.S. and<br />
its longevity<br />
• Measure the impact of the Panama Canal expansion on west<br />
coast terminal plans<br />
Everett King, President & CEO, Ambre Energy<br />
09:30 Welcome<br />
Sarah Robertson, Senior Conference Manager,<br />
Coaltrans Conferences Ltd.<br />
SESSION 5: METALLURGICAL<br />
COAL SUPPLY<br />
09:35 Chair’s opening remarks<br />
Ernie Thrasher, CEO & Chief Marketing Officer,<br />
Xcoal Energy & Resources<br />
09:45 Global met coal outlook and the role of the USA<br />
• How does U.S. met coal fit in to the global picture?<br />
• Overcoming fluctuations in global steel demand<br />
• Identifying key challenges and opportunities facing US met<br />
coal producers<br />
Hector Forster, Team Leader – Steel Raw Materials, Platts<br />
10:05 New met coal ventures and expansion possibilities<br />
• What is the outlook for new met coal projects or expansions?<br />
• Valuation challenges and pitfalls<br />
• M&A activity<br />
Robert Stall, Partner, Ernst & Young<br />
CONFERENCE AGENDA<br />
Early Bird Discount – register by December 7, 2012 and save US$300 5
"Well-informed speakers delivered their messages with passion, giving valuable insights to operators<br />
and project delivery practitioners." Ed Northcote, SKM (Previous Coaltrans Delegate)<br />
CONFERENCE AGENDA<br />
10:25 Overseas met coal producer perspective<br />
• Met coal resources and production capacity<br />
• Evaluate the most promising buying regions for met coal and<br />
where increased demand is expected to materialize<br />
• Explore opportunities for partnerships between international<br />
met coal producers and the USA?<br />
Patrick Hanna, Executive Director, Cokal Limited<br />
10:45 Questions & discussion<br />
10:55 Networking refreshment break<br />
sponsored by<br />
SESSION 6: METALLURGICAL COAL –<br />
THE BUYERS’ PERSPECTIVE<br />
11:25 Chair’s opening remarks<br />
11:35 Met coal<br />
BUYERS PANEL<br />
PANEL<br />
DISCUSSION<br />
For the first time, Coaltrans USA brings you a panel of both<br />
international and domestic met coal buyers offering their<br />
insights into the changing steel market dynamics and debating<br />
key issues including:<br />
• Reconciling plummeting steel demand with huge future<br />
infrastructure projects like the 2016 Olympics in Rio de Janeiro<br />
and South American demand for met coal<br />
• Looking East: How much can China and other Asian economies<br />
be relied on as steady consumers of U.S. met coal?<br />
• Exploring European demand for U.S. met coal in the light of the<br />
continuing Eurozone crisis<br />
• Understanding fluctuating pricing dynamics: Have we bottomed<br />
out and where will we end up?<br />
• Evaluating procurement strategies<br />
P. Michael Hardesty, SVP Sales & Commercial<br />
Operations, SunCoke Energy<br />
Mike Nobis, Director of Coal Trading,<br />
DTE Coal Services<br />
Mike Grim, Vice President, Oremco Inc.<br />
...further panellists to be announced<br />
Global Thermal Coal Outlook<br />
23 - 24 January 2013, London, UK<br />
Asia Coal Trading<br />
20 - 21 February 2013, Singapore<br />
12th Coaltrans India<br />
12 - 13 March 2013, Goa, India<br />
Coaltrans Poland<br />
19 - 20 March 2013, Katowice, Poland<br />
30th International Coal Supply & Transport Logistics<br />
- training course<br />
4 - 8 March 2013, Singapore<br />
11th Coaltrans China<br />
16 - 17 April 2013, Beijing, China<br />
6th Coaltrans Brazil<br />
7 - 8 May 2013, Rio de Janeiro, Brazil<br />
Coaltrans CIS<br />
May 2013, Odessa, Ukraine<br />
Coaltrans Southern Africa<br />
7 - 8 May 2013, Johannesburg area, South Africa<br />
19th Coaltrans Asia<br />
2 - 5 June 2013, Bali, Indonesia<br />
3rd Coaltrans Mongolia<br />
25 - 26 June 2013, Ulaanbaatar, Mongolia<br />
9th Coaltrans Australia<br />
August 2013, Brisbane, Australia<br />
Coal Trading and Risk Management - training course<br />
September 2013, Singapore<br />
31st International Coal Supply & Transport Logistics<br />
- training course<br />
September 2013, Oxford, UK<br />
4th Coaltrans Colombia<br />
September 2013, Barranquilla / Santa Marta<br />
12:30 Closing remarks<br />
Paul Clark, Senior Conference Manager,<br />
Coaltrans Conferences Ltd.<br />
12:30 – 14:00<br />
Farewell Lunch<br />
Join us for lunch to reflect on the lessons learned<br />
at the event before heading to the airport for your<br />
flight or enjoying an afternoon in the Miami sun!<br />
Coaltrans Western US<br />
September 2013, Las Vegas, USA<br />
33rd World Coal Conference<br />
20 - 22 October 2013, Berlin, Germany<br />
© Coaltrans Conferences 2012.<br />
Coaltrans Conferences reserve the right to alter the content of the programme without prior notice<br />
6 www.coaltrans.com/usa
Register a group of 2 or more and qualify for a group discount<br />
(see page 8 for details)<br />
Sponsorship & Exhibition<br />
Opportunities<br />
PARTNER WITH US AS A SPONSOR<br />
Sponsor an element of the 13th Coaltrans<br />
USA and ensure your company is promoted<br />
to leading executives, key decision makers<br />
and investors.<br />
THE EXHIBITION<br />
Only<br />
4 stands<br />
remaining<br />
Promote your company, services, knowledge and<br />
achievements while ensuring long-term and brand new clients<br />
know where to find you. This is the place to be, as it hosts all<br />
refreshment breaks and internet café.<br />
Every level of exhibitor can be accommodated from first-time<br />
to experienced exhibitor and bespoke packages are available to<br />
suit any budget, objectives and aspirations.<br />
Platinum Sponsor<br />
Gold Sponsor<br />
Silver Sponsors<br />
Interested in sponsoring?<br />
Join us and...<br />
• Generate new sales<br />
• Strengthen your market position through continual<br />
branding awareness and networking opportunities with<br />
high level decision-makers<br />
• Create greater company exposure<br />
• Showcase your products, services and achievements<br />
• Strengthen your position in the market<br />
• Launch a new company or service<br />
• Contact new and existing clients<br />
• Enhance a company milestone or anniversary<br />
Benefits of sponsoring:<br />
• Logo visibility on the main stage, the backdrop for all<br />
conference sessions<br />
• Promotional corporate literature inserted into every<br />
delegate bag<br />
• Your contact details included in the conference<br />
documentation to ensure that delegates can reach you<br />
• Feature on the conference website, with a hyperlink<br />
to your corporate homepage and a company description<br />
• Complimentary passes included within your package<br />
Bronze Sponsors<br />
We can customize a variety of options into a tailormade<br />
package to suit your budget and aspirations.<br />
For further information on Sponsorship or Exhibiting please contact:<br />
Oliver Bufton, Sponsorship and Exhibition Executive, Tel: +44 (0) 20 7779 8748,<br />
Email: obufton@euromoneyplc.com, Fax: +44 (0) 20 7779 8946<br />
7