Event Details

Thank you for your support at the Coal Industry Day

2020 Speakers included:

Bontle

Bontle Aphane,

Chief Executive Officer, Arnot Opco


Vuslat

Vuslat Bayoglu,

Managing Director, Menar


Johann

Johann Bester,

Project Manager IPPs, Thebe Investment Corporation


Andre

Andre Boje,

Non-Executive Director & Strategic Advisor, Minergy


Aubrey

Aubrey Chauke,

Co-founder & COO, Lurco Group


Ian

Ian Cockerill


Vishal

Vishal Deeplaul,

CEO Terminals, Grindrod Freight Services


Rosemary

Rosemary Falcon,

Retired SARChI Chair of Clean Coal Technology Research Group, Wits University; Director, Fossil Fuel Foundation


Puneet

Puneet Gupta,

Founder, CoalShastra


Greg

Greg Hunter,

Director, Business Development, Africa, Noble Group


Sajid

Sajid Hussain,

Chief Representative – Pakistan, Visa Resources Pte Ltd


Jacques

Jacques Jonker,

Managing Director, Coalvest


Divyesh

Divyesh Kalan,

Executive Head, Makoya Advisory


Yolisa

Yolisa Kani,

Chief Business Development Officer, Transnet


Lucky

Lucky Kgatle,

Senior Vice President, Sasol Mining


Dan

Dan Mashigo,

General Manager, Primary Energy Division, Eskom


Billy

Billy Mawasha,

Chief Executive Officer, Kolobe Nala Investment Company


Paul

Paul Miller,

Director, AmaranthCX


Tycho

Tycho Möncks,

Managing Director and Partner, Boston Consulting Group


 July

July Ndlovu,

Chief Executive Officer, Anglo American Coal South Africa


Xavier

Xavier Prévost,

Senior Coal Analyst, XMP Consulting


Dr Mike

Dr Mike Seeger,

Director, MX Mining Capital Projects


John

John Smelt,

Former Head of IR, Rio Tinto, London


Clayton

Clayton Taylor,

Portfolio Manager, Barak Fund Management


Mike

Mike Teke,

Chief Executive Officer, Seriti Resources


Alan

Alan Waller,

Chief Executive Officer, Richards Bay Coal Terminal


The Coal Industry Day



 

 

2020 Coal Industry Day

For Producers, Traders, Investors & Users

Thursday 20 August 2020
Online Edition

 

Our 2020 Coal Industry Day took place online as a virtual discussion on Thursday, 20th August. Key stakeholders in the coal industry including coal producers, traders, investors, SOEs and industry advisors discussed the way forward for the coal sector in Southern Africa post Covid-19.

Key questions that were discussed and debated included:

  • What will the landscape of the coal industry look like post-Covid-19?
  • What has been the impact of the pandemic on global supply and demand fundamentals?
  • What are the strategies of the coal producers going forward?
  • Where will funding for future coal projects come from?
  • How can the key enablers – Eskom, Transnet, RBCT and Grindrod – help to create greater access to markets going forward?
  • What is the impact of renewables on the coal industry?
  • How do we map the “just transition” towards cleaner energy sources?

An audience of over 150 delegates attended online to hear how the coal industry is changing, what the international trends are and what the future might hold.  A key message of the event was that coal will be around for at least another 15-20 years and is key for the power and cement industries in SA. However, South Africa has to start accelerating its drive towards a responsible transition to clean coal power generation technology to grow the country’s gross domestic product, economy and drive job creation. It was also argued that coal and renewables are not mutually exclusive, and that coal can be become a significant contributor to renewables by providing baseload power.

We hope to see you again at next year’s Coal Indaba, hopefully in person!

 



Bernard Swanepoel 3x2
Chair: Bernard Swanepoel


 Programme at a Glance:

 

09:00     

Welcome and introduction

     Bernard Swanepoel 


09:15     

Session One
Coal as a national resource

     Mike Teke,
CEO, Seriti Resources


09:35     

Why do we need coal?  The case for fossil fuels

     Prof. Rosemary Falcon,
 Retired SARChI Chair of Clean Coal Technology Research Group,
     Wits University; Director, Fossil Fuel Foundation 


09:55     

Do we need to move away from coal?

     
John Smelt, Former Head of IR, Rio Tinto, London


10:15

Panel discussion followed by Q&A


10:45

(BREAK)


11:15

Session Introduction: "Technology for dummies" by Bernard Swanepoel


11:20

Keynote address:
The landscape of the coal industry in Southern Africa post-Covid-19

     Xavier Marcel Prévost,
Senior Coal Analyst, XMP Consulting

     Followed by Q&A

 

11:50

Session Two
What will coal supply and demand look like post-Covid-19?

     Chair:
Divyesh Kalan, Executive Head, Makoya Advisory

     Puneet Gupta,
Founder, CoalShastra, Delhi
     Sajid Hussain, Chief Representative – Pakistan, VISA Resources Pte Ltd, Pakistan
     Greg Hunter, Director, Business Development, Africa, Noble Group
     Jacques Jonker, Managing Director, Coalvest

     Followed by Q&A


12:30

In Conversation with July Ndlovu, Chief Executive Officer, Anglo American Coal South Africa and Chairman, World Coal Association and Bernard Swanepoel


13:00

(BREAK)


13:30

Session Introduction: "Technology for dummies" by Bernard Swanepoel


13:35

Session Three
Where will funding for future coal projects come from?

     Chair: Paul Miller, Director, AmaranthCX

     Dr Mike Seeger, Director, MX Mining Capital Projects
     Aubrey Chauke, Chief Operations Officer, Lurco
     Clayton Taylor, Portfolio Manager, Barak Fund Management
     Johann Bester, Project Manager IPPs, Thebe Investment Corporation

     Followed by Q&A


14:20

Session Four
Fireside Chat with the enablers of the industry:  Eskom, Transnet, RBCT, Grindrod

     Chair:
Billy Mawasha, CEO, Kolobe Nala Investment Company

     Yolisa Kani, Chief Business Development Officer, Transnet
     Alan Waller, Chief Executive Officer, RBCT
     Dan Mashigo, General Manager, Primary Energy Division, Eskom
     Vishal Deeplaul, CEO Terminals, Grindrod Freight Services

     Followed by Q&A


15:05

(BREAK) 

 

15:35

Session Introduction: "Technology for dummies" by Bernard Swanepoel


15:40

Session Five
What are the strategies of the coal producers going forward?

     Chair: Ian Cockerill

     
Lucky Kgatle, Senior Vice President, Sasol Mining
     Andre Boje, Non-Executive Director & Strategic Advisor, Minergy
     Mike Teke, CEO, Seriti Resources
     Vuslat Bayoglu, Managing Director, Menar
     Bontle Aphane, CEO, Arnot Opco

     Followed by Q&A


 16:45 

Session Six
Outlook for coal: What does the future look like?
What is coal’s future global appeal?

     
Tycho Möncks, Managing Director & Partner, Boston Consulting Group


 17:15 

Closing remarks and end of conference


  
Sponsors:

 

 DRA and BCG and Fraser Alex Coal site 2020

 
Mining Industry Partners:


Seriti and Menar site 2020


--- 


The Coal Industry Day is brought to you by Resources 4 Africa, the organisers of the Joburg Indaba.

“By the industry for the industry”