Minor Metals Americas

September 26-27 2013Conference

Confi rmed speakers:

• Noah Lehrman, Senior Vice President, Hudson Metals Corp, USA

• Dustin Docter, Commercial Director, North and Latin America, Vital Materials, USA

• John Lawrence, CEO, United States Antimony Corp, USA

• James May, CEO, Midland Silicon Company, USA

• Kevin Pritchett, Head of Molybdenum Sales and Marketing, KGHM International, Canada

• Daniel McGroarty, Senior Advisor, US Chamber of Commerce, USA

• Lucie Duesterhoeft, Senior Researcher, Research and Development, General Motors, USA

• Shan Jiuliang, President, Fanya Metals Exchange, China

• Mario Coracides, Vice President, Supply Chain North America, Finmeccanica, USA

• James Johnson, Senior Scientist, General Electric, Global Research, USA

• Jasper Bertisen, Principal, Resource Capital Funds, USA

• Kevin Cassidy, CEO, US Rare Earths, USA

• Doug Sherrod, Managing Director, CPM Group, USA

• Hugh Morrow, Senior Consultant, International Cadmium Association, USA

• Malcolm Harrower, Sales Manager, Metal Compounds and Thin Film Materials, Indium Corporation , UK

• Catherine Virga, Director of Research, CPM Group, USA

• David Mayfi eld, Senior Toxicologist, Gradient, USA

• Gaurav Chopra, Managing Director, Zenith Metals, India

• Professor Juncong Feng, Chief Analyst Lead Zinc and Minor Metals, Antaike, China

• Todd Sibilla, Commodity Applications specialist, Bloomberg, USA • Kris Rawls, Senior Economist, IHS Pricing and Purchasing, USA

Platinum Hotel, Las Vegas, NV, USA

www.metalbulletin.com/events/mmamericas

The essential forum for the American minor metals market

The essential minor metals

forumNEW for

2014

Sponsor Bronze sponsor Media partners

TM

Day One: Thursday September 26

8:00am Registration desk opens

Networking breakfast sponsored by

9:00am Chairperson’s opening remarks Doug Sherrod, Managing Director, CPM Group, USA

Session I: American minor metal market fundamentals

9:15am Keynote: future predictions, market overview and forecasts • What makes the American market unique

and what sectors are set to drive new growth and developments?

• Is price volatility across minor metals going to settle down, or will this be the new norm?

• Why the metals environment will change over the next few years

• What can your business do to adapt to these new challenges?

Noah Lehrman, Senior Vice President, Hudson Metals Corp, USA

9:45am Minor metals heat map• Outlooks for cobalt, electronic manganese,

molybdenum, tungsten, and vanadium: which minor metals have the tightest supply and demand fundamentals?

• Have changes in Chinese export policies infl uenced prices and supply availability?

• Are depressed prices weighing down the prospects for new supply growth?

• What are the catalysts necessary to improve end user demand?

Catherine Virga, Director of Research, CPM Group, USA

10:15am Getting the investors’ point of view on the minor metals world• Have minor metals attracted interest from the

fi nance industries? • Which metals might bring the most interest

from investors? • Can investor interest in base metals like copper lead

to benefi ts for by-product minor metals? • Have new banking regulations affected the ability

of banks to provide fi nancing to the industrial metals sector?

• How have tightening credit markets and corporate cost cutting measures changed the outlook for supply?

Jasper Bertisen, Principal, Resource Capital Funds, USA

10:45am Networking coffee break

Session II: Global trade and relationships: where do the Americas fi t in?

11:30am Examining the trade relationship between the US and China • Why some metal industries in China are under

pressure from the government • How the overhaul of the power sector will change the

cost of doing business in China • Are Chinese producers moving towards more value

added applications? Will this mark new competition for US producers of these products?

Dustin Docter, Commercial Director, North and Latin America, Vital Materials, USA

Metal Bulletin Events in conjunction with CPM Group invite you to attend the inaugural Minor Metals Americas Conference. An event solely focussed on the American market with in depth presentations, analysis and discussion covering key topics across the entire minor metals supply chain.

Minor metals continue to be signifi cant to modern life in both emerging and developed countries.Their use in day-to-day technologies and the automotive and aerospace markets ensure their increased signifi cance to our modern way of life.

However, fall in demand, price volatility and recent questions over the supply security of some of these raw materials have dominated commodities news. This has ensured minor metal’s position high up on the defence agenda for US governments.

Minor metal miners, producers, traders, buyers and investors have a chance to convene in one room and gain insight into what recent changes in the American markets truly mean for the minor metals community.

Minor Metals Americas

September 26-27 2013ConferencePlatinum Hotel, Las Vegas, NV, USA

Who should attend?

Benefi ts of attending• Network and engage with the key players in the

American minor metal markets

• Examine US anti-dumping legislations

• Gain specialist knowledge of end-user markets and new metal processes

• Get to grips with the giants of the American aerospace and automotive markets

• Learn about the changing nature of the metals business in China

• Discover if government policy on critical materials has failed to meet its objectives

• Understand the minor metals trading relationship between North and South America

• Minor and base metal producers

• Minor metal traders• Fabricators and

procurement managers• Metal recycling businesses• Automobile and

aerospace community• Technology companies• Investors and fund managers

12:00pm How does the Fanya method of trading affect traditional spot trading? • An overview of the minor metals available on

the exchange: gallium, germanium, bismuth and rare earths

• Can the exchange stimulate new interest and opportunities in the market?

• Have these new contracts fi lled a void left by the spot market?

• What will determine the success of these contracts? Shan Jiuliang, President, Fanya Metals Exchange, China

12:30pm Networking lunch

2:00pm Overview of the minor metals and noble alloys markets and fi nancial community - funding and speculation as fi nancing challenges continue in 2013 and 2014• What is the Outlook of Consumption and production

patterns globally• Forecast and Speculation in metals as new players

become involved• Mergers and Acquisitions patterns in the mining

community 2012-2013• Financing tools for the mining community as equities

markets tighten Todd Sibilla, Commodity Applications specialist, Bloomberg, USA

2:30pm Why India can deliver unique opportunities for the American market• How easy it is for North American minor metals

producers to do business in India? • Examining the key Indian industries that will

drive demand • Focus selenium: why this is the metal to watch in India Gaurav Chopra, Managing Director, Zenith Metals, India

Session III: Government policy and regulations

3:00pm Has US government policy on critical materials failed to meet its objectives? • What are the results of the recent pentagon review

into the top 72 strategic metals? • Is the US set to begin stockpiling strategic materials

for the fi rst time in 30 years? • What effect will this have on supply/

demand fundamentals? • Will the US ultimately remain too reliant on imports of

strategic metals? • How effective have US anti-dumping legislations

been in protecting the market from illegal imports? Daniel McGroarty, Senior Advisor, US Chamber of Commerce, USA

3:30pm Networking coffee break

4:00pm Environmental regulations for strategic metals: how can the industry navigate these challenges?• Will environmental controls limit the amount of

material processing that can be returned to the US? • Getting to grips with the stringent new regulations in

California, will other states follow suit? • Understanding REACH and what this means for the

US markets

• How best to ensure that industry and regulators communicate effectively

David Mayfi eld, Senior Toxicologist, Gradient, USA

4:30pm Focus cadmium 2013 • Will US regulatory bodies follow European patterns of

tightening restrictions on cadmium use? • Getting to grips with OSHA regulations on cadmium -

what does this mean for your business? • What role does nickel cadmium battery recycling play

in terms of overall supply? • Emerging markets may bring new growth for

industrial nickel cadmium batteries but will new safety regulations be adhered to?

Hugh Morrow, Senior Consultant, International Cadmium Association, USA

Session IV: Rare earths

5:00pm Can rare earth producers in the Americas ever be truly competitive? • Why has the rare earth market seen such volatility in

the last few months? • Why it is vital to improve rare earth oxide

processing methods • Is vertical integration the only key to the success of

a project? • As Chinese environmental law tightens what will the

effect be on global supplies? • Case Study: Bear Lodge Rare Earth project in WyomingKevin Cassidy, CEO, US Rare Earths, USA

5:30pm Networking drinks reception and close of day one

Day Two: Friday September 27

8:30am Registration desk opens

9:00am Chairperson’s opening remarks Catherine Virga, Director of research, CPM Group, USA

Session V: Minor metals and high performance alloys

9:15am Aerospace and super alloys: have the minor metals needed to produce super alloys been negatively affected by the slowdown in steel demand? • How the development of highly specifi ed designer

alloys can help to facilitate improvements in technologies in the aerospace and automotive sectors

• Will cuts in the defence budget herald a downturn for demand in the aerospace sector?

• Will new methods of production such as radiolysis and nano particle synthesis soon become widespread in the industry?

• Which minor metals will feature most prominently in this sector over the next few years?

Mario Coracides, Vice President, Supply Chain North America, Finmeccanica, USA

Session VI: Molybdenum

9:45am Getting to grips with the supply situation • Why does demand continue to disappoint? • Why are US producers pulling back on production -

what will this mean long term?

• How much has molybdenum demand benefi tted from the new energy drilling markets in the US - is this set to continue?

• Is molybdenum essential to building the new and replacement pipelines that service the hydrocarbon markets in North America? What substitutes pose a threat to the greater adoption of molybdenum in these new pipelines?

Kris Rawls, Senior Economist, IHS Pricing and Purchasing, USA

10:15am Will increases in copper production push primary molybdenum producers out of the market? • If copper prices remain high, what will this mean for

secondary molybdenum production in the long term? • Can new moly projects truly be justifi ed, or will some

new primary producers fail to come on stream?• Case study: the Sierra Gorda project and the US-

Chilean free trade agreement Kevin Pritchett, Head of Molybdenum Sales and Marketing, KGHM International, Canada

10:45am Networking coffee break

Session VII: Challenging the perceived threats to the indium market

11:30am Indium: abundance to meet the world’s needs• Where is indium supply going in the long term: are

world supplies really set to run out? • Future markets for indium: which electronic consumer

markets will see the most growth? • What are the long term effects of the US being 100%

dependent on indium imports? • How signifi cant are recycled metal supplies to overall

volumes available on the market? Malcolm Harrower, Sales Manager, Metal Compounds and Thin Film Materials, Indium Corp, UK

12:00pm OLED - the future for fl at panel displays? • What are the main component materials in LCDs? • What will drive a market transition from LCD to OLED

and what will this mean for indium consumption? • Will graphene replace indium use in LCD applications?

If so, how far away is the market from this being implemented?

• Examining some of indium’s other key rivals, from conductive polymers, carbon nanotubes to zinc based semi conductive oxides

12:30pm Networking lunch

Session VIII: Green technologies and renewable energy

2:00pm Panel discussion: is the future bright for solar power? • How will raw material composition change in solar

panels over the next decade? • Identifying the differences of the Cigs versus CdTe

solar panels: which technology is set to dominate? • Why the solar market will benefi t from global

industry cooperation• What have the after effects of the WTO ruling

on illegal imports had on the market? Is there a notable improvement?

• What is needed to get solar panel use off the ground in emerging markets?

• Will these markets provide good long term growth opportunities for the industry?

Panel Moderator: James Johnson, Senior Scientist, General Electric Global Research, USA

2:45pm Electric vehicles and the battery markets• Why lithium ion batteries will continue to dominate

the market - despite recent safety concerns • Why the Department of Energy is pushing magnesium

use in cars as a solution for distance anxiety in electric vehicles

• How committed is the US government to encouraging mass uptake of electric vehicles?

• When is this demand likely to fi nally take off and will other battery materials benefi t?

Lucie Duesterhoeft, Senior Researcher, Research and Development, General Motors, USA

Session IX:Metals specifi cs: which materials are bucking the trend?

3:15pm Why germanium is the metal to watch• Does the market support current germanium prices? • How much growth will come from the fi bre

optics market? • Is Chinese stockpiling the only reason germanium

prices remain strong? What will the effect be if policy changes?

Professor Juncong Feng, Chief Analyst Lead Zinc and Minor Metals, Antaike, China

3:45pm Networking coffee break

4:15pm US antimony: is there a future for antimony production outside of China? • A brief history of antimony production in the US • Why the Chinese continue to dominate world supply

and why this should change• What are the future industries that will hike up

demand for antimony products? • Outlining the growth of production in Canada

and Mexico John Lawrence, CEO, United States Antimony Corp, USA

4:45pm Getting to grips with the silicon industry in North and South America • Why demand for poly silicon is on the rise • Why the power situation in Brazil has a deciding

impact on the market • Could the poly silicon industries be at risk in light of

changing regulations in China? James May, CEO, Midland Silicon Company, USA

5:15pm Networking drinks and close of conference

Note: Metal Bulletin Events reserves the right to alter the venue, timings and/or speakers. © Metal Bulletin Events, part of Euromoney Trading Limited

Sponsorship & exhibitionopportunities

Showcase your company, increase your brand awareness and enhance your networking opportunities by becoming a sponsor of the Minor Metals Americas Conference. Sponsorship opportunities developed by Metal Bulletin Events have become essential tools for organizations in fulfi lling their marketing objectives. There are a range of sponsorship opportunities which will enable your company to raise your brand profi le, before and at the event as well as highlight your company to an audience of senior executives and key decision makers from across the sector.

To fi nd out more about tailored sponsorship or to reserve your exhibition booth, please contact:

Manjit Sandhu

Tel: +44 (0) 20 7779 8188

Email: msandhu@metalbulletin.com

What’s available?Welcome receptionnetwork and welcome potential clients with your branding prominent

Host a delegate lunchentertain a large number of existing and potential clients

Coffee break sponsorget your message across with high visibility branding

Delegate bag sponsoryour company logo on the move for maximum effect

Exhibition spaceshowcase your business with an exhibition stand and take advantage of the opportunity to discuss the products and services your company has to offer.

Platinum, Gold & Silver brandingstand out from the rest and ensure your logo is on the conference stage, all event banners and marketing material, which is distributed to thousands of professionals in the market place