Agenda – Schedule and Presentations

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Wednesday – 31 January 2024

16.00 – 18.00 | Early Registration

18.00 – 20.00 | Welcome Cocktail Reception
Sponsored by Thungela

Thungela

Thursday – 1 February 2024

07.00 | Registration

07.00 – 09.00 | Breakfast (Available for Sponsorship)

09.00 | Session 1A: Opening Remarks & Keynote Address
Session Chair: John Howland, Vice President – McCloskey by OPIS
Keynote Address: Hon. Kgosientsho Ramokgopa, Minister for Electricity for South Africa 

09.40 | Session 1B: Election Year: Impacts on the Business Environment – A Fireside Chat
South Africans go to the polls in 2024 for a landmark national election. What are the possible political outcomes and how can businesses prepare for it?

Alexandra Wexler, Africa Business Correspondent – Wall Street Journal
Louw Nel, Senior Political Analyst – Oxford Economics

10.00 | Networking Refreshment Break (Available for Sponsorship)

10.45 | Session 2: Energy Leaders’ Summit
The industry’s top executives gather to discuss and provide insights on the main issues affecting their businesses in the year ahead, including the energy transition, logistical headaches and volatile markets.

Session Chair: John Howland, Vice President – McCloskey by OPIS
Calib Cassim, interim Chief Executive Officer – Eskom
Mike Teke, Chief Executive Officer – Seriti
Dr Nombasa Tsengwa, Chief Executive Officer – Exxaro
Bernard Dalton, Executive Head Marketing – Thungela
Vuslat Bayoglu, Chief Executive Officer – Menar
Binod Singh, Chief Marketing Officer – Vulcan Resources Global Pte Ltd

12.30 | Networking Lunch (Available for Sponsorship)

13.30 | Session 3A: Presentation – Industry Perspective from the World Coal Association
July Ndlovu, Chairman – FutureCoal

14.00 | Session 3B: South African Coal Export Markets
Importers from Asia and Europe provide their buying strategies and market outlooks for the year, as global coal suppliers battle for limited market share.

Session Chair: James Stevenson, Director of Research – McCloskey by OPIS
Paper: “A review of the global seaborne market: Are the expectations of coal’s decline unrealistic?”
Session Co-chair: Gomati Jagadeesan, Research and Analysis Associate Director – McCloskey by OPIS
Stephan Riezler, Market Division Manager – STEAG
Tomy Kim, Senior Manager Procurement – KOEN (Korea South-East Power CO.)
Abhish Raman, Head of Supply Chain Management (Imported Raw Materials) – JSPL

15.30 | Networking Refreshment Break (Available for Sponsorship)

16.00 | Session 4: Future Opportunities for Emerging Miners
To keep the lights on, Eskom needs to find a solution to an ongoing coal shortfall that is forecast over the next decade. Emerging miners discuss how they can play a key role in resolving these issues, as international producers step aside.

Session Chair: Randy Fabi, Editor, Southern African Coal & Metals Report – McCloskey by OPIS
Dan Mashigo, General Manager, Primary Energy – Eskom
Paper: “Eskom’s Role in the Coal Shortfall and Opportunities for Miners”
Denga Kwinda, Chief Executive Officer – Afri In Transit
Gunn Ndebele, Group Business Manager – Overlooked Group

18.30 | Off-Site Networking Cocktail Reception (Available for Sponsorship)

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Friday – 2 February 2024

Transport and the Energy Transition Day

08.00 | Registration

08.00 – 09.30 | Breakfast (Available for Sponsorship)

09.30 | Session 5: Opening Address – Transport & Logistics
Hear from the region’s top rail and port operators on what the coal industry can expect in regards to logistics in 2024. Will it be a better year for exports?

Session Chair: Randy Fabi, Editor, Southern African Coal & Metals Report McCloskey by OPIS
Alan Waller, Chief Executive Officer Richards Bay Coal Terminal
Gavin Kelly, Chief Executive Officer Road Freight Association
Xolani Mbambo, Chief Executive Officer Grindrod (I)
Theo Johnson, Acting Managing Executive, North Corridor Transnet Freight Rail

11.00 | Networking Refreshment Break (Available for Sponsorship)

11.30 | Session 6: Energy Transition Update – Diversification Options for Coal Producers
Southern Africa is a key supplier of not only coal, but also other commodities essential for the world’s energy transition, including manganese, iron ore and lithium. Miners and industry experts discuss how coal producers can diversify their portfolios.

Session Chair: John Howland, Vice President McCloskey by OPIS
Session Co-Chair: Randy Fabi, Editor, Southern African Coal & Metals Report McCloskey by OPIS
Nikisi Lesufi, Senior Executive Minerals Council
Peter Major, Director: Mining Modern Corporate Solutions
Waheed Sulaiman, Head of Projects – Menar
Fred Arendse, President Junior Mining Council
Richard Lilleike, Chief Growth Officer Exxaro

13.15 | Closing Remarks | Conference Adjourns
John Howland, Vice President McCloskey by OPIS

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