The program of the 87th meeting in Monaco
Day 1: Sunday, October 9,2022
19:00 – 22:00 Welcome cocktail at Fairmont Monte Carlo
Day 2: Monday, October 10, 2022
09:00 – 09:10 Welcome address by Chairman of IREPAS
09:10 – 10:40 SESSION ONE: Critical changes in global long steel markets – Long products, pig iron and EU
- Long products market outlook
- Overview of global construction sector
- Steel and long products consumption
- Rebar markets
- International price situation
Alexander Gordienko, Export Director, Celsa Group
- Pig iron market outlook
- Developments in ex-Brazil BPI prices, trade flow, geographical structure of customers caused by Russia’s war in Ukraine. Expectations/Reality
- The major opportunities and threats faced by Brazilian BPI suppliers lately
- Iron ore-pig iron correlation
- Medium-term prospects for global BPI suppliers ( in context of global recession, transition to the production of carbon neutral steel)
- Which region is expected to hold the highest market share in purchases? What will drive that?
João Paulo Fragoso, Pig Iron Export Manager, Kéntron Ltda
- The EU steel market amidst war, inflation and slashed economic outlook
- Possible impacts of rising energy costs on European mills.
- Demand forecast for the EU in the last quarter of 2022.
- Current sentiment regarding Germany’s energy policy amid risks of Russian supply cuts.
- Demand forecast for the main steel-using sectors, such as construction and automotive, for 2022 and 2023
- Evaluation of European steel mills’ progress with new production processes in view of the 2030 and 2050 deadlines
Alessandro Sciamarelli, Director of Economic Studies and Market Analysis, European Steel Association (EUROFER)
10:40 – 11:10 Networking break
11:10 – 11:50 SESSION TWO: Critical changes in global long steel markets: China, Egypt and North Africa
- Chinese steel market outlook
Huseyin Ocakci, Middle East General Manager, CIEC
- Steel Market Overview for Egypt and Outlook for North Africa
- Supply/demand balance in the rebar market of Egypt
- Current state and prospects of steel consumption
- Production costs and their effect on mills profitability, billet imports versus own steel production
- Egypt’s financial and payment issues and their impact on local and import trade
- North African steel market outlook
Ramy Saleh, Chief Business Development Officer, El Marakby Steel
11:50 – 12:30 SESSION THREE: Macroeconomic overview
- The global economy between post-pandemic recovery and energy price recession
Daniel Gros, Member of the Board, Centre for European Policy Studies (CEPS)
12:30 – 14:30 Networking lunch
14:30 – 16:30 IREPAS Committee Meetings
- 14:30 – 16:30 IREPAS Producers Committee (by invitation only)
- 14:30 – 16:30 IREPAS Raw Material Suppliers Committee (by invitation only)
- 14:30 – 16:30 IREPAS Traders Committee (open to all attendees)
16:00 – 18:00 Cocktail Reception at Fairmont Monte Carlo
Day 3: Tuesday, October 11, 2022
10:00 – 11:30 SESSION FOUR – Panel with Committee Chairmen
- IREPAS Producers Committee
- IREPAS Raw Material Suppliers Committee
- IREPAS Traders Committee