Wednesday – 4 May 2022

16.00 – 18.00 | Early Registration

18.00 – 20.00 | Welcome Cocktail Reception
Sponsored by Ikwezi Mining

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Thursday – 5 May 2022

07.00 | Registration Opens and Continental Breakfast (Available for Sponsorship)

09.00 – 10.30 | Session 1: Welcome and Opening Remarks/Keynote Address
Session Chair: John Howland, Vice President, McCloskey by OPIS
Rgt Hon. Gwede Mantashe, South African Minister of Mineral Resources and Energy (I)
July Ndlovu, Chairman, World Coal Association

10.30 – 11.00 | Networking Refreshment Break (Available for Sponsorship)

11.00 – 12.30 | Session 2: South African Coal Leaders’ Summit the Energy Transition and the Future
Session Chair: John Howland, Vice President, McCloskey by OPIS
Mike Teke, Chief Executive Officer, Seriti Mining
Jan Oberholzer, Group Chief Operating Officer, Eskom Holdings SOC Limited
Vuslat Bayoglu, Chief Executive Officer, Menar
Mohloana Magwai, Business Development Manager-Minerals, Exxaro

12.30 – 13.30 | Networking Lunch + Discussion Lunch (Available for Sponsorship)

In addition to the networking lunch, we are also offering an informal discussion session where Delegates are invited to listen in and participate in a discussion on Richards Bay Price Differentials, API 3 and other potential price markers.

Discussion Lunch: Richards Bay Price Differentials

Session Chair: Andrew Thompson, Research and Analysis Director, Senior Manager, Coal, McCloskey by OPIS
John Howland, Vice President, McCloskey by OPIS
Freddie Staermose, Vice President, Generation Fuels & Dry Bulks, Argus Media
Clive Murray, Managing Director, Bright Point International Financial UK

13.30 – 15.20 | Session 3: South Africa and the Global Market
Session Chair: Sareena Patel, Research and Analysis Manager, Global Thermal Coal, McCloskey by OPIS
Dr. James Stevenson, Executive Director – Research Lead, McCloskey by OPIS
Daf Davies, Global Head – Marketing & Revenue, TradeCloud
Rafique Ahmed Shaikh, Member-Monitoring and Enforcement, National Electric Power Regulatory Authority (NEPRA), Pakistan
Gustavo Fernandez, Senior Vice President, Exporting Commodities International
Amit Shukla, Director, VISA Minmetal Limited, India
Xavier De Vos, Coal Originator, Engie Energy Management (representing Gemonyx)
Deependra Kashiva, Executive Director, Sponge Iron Manufacturers Association

The global thermal coal market is experiencing a period of major upheaval. Prices are highly volatile, and demand is still recovering from 2020 levels – albeit to nowhere near 2019 demand. Coupled with this, China’s actions in seaborne trade remain a persistent but massive uncertainty in both the short- and long-term markets. In this session, we debate with global buyers of South African coal exports to assess South Africa’s position as a global player.

15.20 – 15.50 | Networking Refreshment Break (Available for Sponsorship)

15.50 – 17.00 | Session 4: South Africa’s Largest Buyers: Indian Sponge Iron and other Export Markets 
Session Chair: John Howland, Vice President, McCloskey by OPIS
Soham Misra, Managing Director, Amalgam Steel
Tiisetso Nkosi, Director-Steel Raw Materials, McCloskey by OPIS

South Africa’s top overseas market is by far India, procuring more than half of the country’s thermal coal exports. And within India, sponge iron makers take the bulk of these shipments – buying 25-30 mt a year. It’s difficult to overstate the importance of this market, which only a few fully understand. In this session, top industry officials provide their insights into this key market – its needs and drivers and what to expect both in the short and long term.

18.00 – 20.00 | Networking Cocktail Reception (Available for Sponsorship)

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Friday – 6 May 2022

08.00 | Registration Opens and Continental Breakfast (Available for Sponsorship)

09.30 – 11.00 | Session 5: South Africa’s Domestic Market Overview
Session Chair: Randy Fabi, Deputy Markets Editor, McCloskey by OPIS
July Ndlovu, Chief Executive Officer, Thungela Resources
Colin Lotter, Chief Executive Officer, CJL Consulting
Thembani Mathye, Marketing Manager, Mbuyelo Coal Group
Morné du Plessis, Chief Executive Officer, Minergy Ltd
Vuyisile Ncube, General Manager (Acting)-Fuel Sourcing, Eskom Holdings SOC Ltd

COVID-19 battered domestic demand for coal, with Eskom struggling with excess supplies and industrials cutting back on their operations. A recovery is now in full swing with demand nearing pre-COVID levels and domestic coal prices back up. What is in store for the rest of the year? In this session, we will spotlight South Africa’s two main domestic markets (Eskom and industrial) and discuss the challenges and opportunities for producers.

11.00 – 11.30 | Networking Refreshment Break (Available for Sponsorship)

11.30 – 13.00 | Session 6: Diversifying South Africa’s Energy Mix & its Impacts
Session Chair: Randy Fabi, Deputy Markets Editor, McCloskey by OPIS
Tracey Davies, Chief Executive Officer, Just Share
Steve Nicholls, Presidential Committee on Climate Change
Jan Oberholzer, Chief Operating Officer, Eskom
Nate Macmillan, Decarbonisation and Green Innovation Director, Ascon Group GmbH
David Kawesha, Head Just Transition Office, Sasol

The future of South Africa’s coal industry will depend largely on how the country’s power grid transitions into alternative energy sources. President Ramaphosa’s administration has approved a gradual coal phase-out over the next few decades, while Eskom is pushing for an even quicker exit. Is South Africa ready to move beyond coal? Could natural gas, hydrogen and other renewables be as dependable and affordable as coal? What impact will coal’s phase-out have on communities, employment and the economy?

13.00 – 13.30 | Closing Remarks
John Howland, Vice President, McCloskey by OPIS

13.30 | Conference Adjourns

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