Event Details


Delegate Fee: R3 950 excl. VAT


Active mining investors are invited to apply for a complimentary VIP investor pass by clicking here.

 

2020 Speakers include:

Bontle

Bontle Aphane,

Chief Executive Officer, Arnot Opco


Vuslat

Vuslat Bayoglu,

Managing Director, Menar


Johann

Johann Bester,

Project Manager IPPs, Thebe Investment Corporation


Aubrey

Aubrey Chauke,

Co-founder & COO, Lurco Group


Ian

Ian Cockerill,

Non-Executive Director, BHP


Vishal

Vishal Deeplaul,

CEO Terminals, Grindrod Freight Services


Morné

Morné du Plessis,

Chief Executive Officer, Minergy


Rosemary

Rosemary Falcon,

Professor Emeritus, Faculty of Engineering, Wits; Director, Fossil Fuel Foundation


Puneet

Puneet Gupta,

Founder, CoalShastra


Sajid

Sajid Hussain,

Chief Representative – Pakistan, VISA Resources


Divyesh

Divyesh Kalan,

Executive Head, Makoya Advisory


Yolisa

Yolisa Kani,

Chief Business Development Officer, Transnet


Lucky

Lucky Kgatle,

Senior Vice President, Sasol Mining


Nhlanhla

Nhlanhla Madalane,

Managing Director, Coalvest


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


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


Dr Nombasa

Dr Nombasa Tsengwa,

Executive Head, Coal Operations, Exxaro Resources


The Coal Industry Day



 

 

2020 Coal Industry Day

For Producers, Traders, Investors & Users

Thursday 20 August 2020
Online Edition

We are pleased to announce that the 2020 Coal Industry Day will take place online as a virtual discussion on Thursday, 20th August. Key stakeholders in the coal industry will discuss and debate the way forward for the coal sector in Southern Africa post Covid-19.

As with other commodities, coal has been significantly impacted by Covid-19. It is unclear what demand will look like post Covid-19 or how many smaller producers will survive. International and environmental pressures continue, and questions are asked about the long-term sustainability of the commodity and investor confidence. Notwithstanding this, coal remains a crucial energy source in Southern Africa.

Key questions to be discussed will include:

  • 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 logistics and transportation enable 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?


Join us to hear how the coal industry is changing, what the international trends are and what the future might hold.

This year’s Coal Industry Day will bring together key stakeholders including government, mining companies, traders, logistics providers, investors, environmental and legal experts, energy consultants, alternative energy producers and more – to discuss and debate the way forward for the coal industry in Southern Africa.

To secure your participation, please register now and guarantee your place.



Bernard Swanepoel 3x2
Chair: Bernard Swanepoel


 Programme at a Glance:

 

09:00     

Welcome and introduction

     Bernard Swanepoel 


09:15     

Opening keynote address: Coal as a national resource

     Mike Teke,
CEO, Seriti Resources


09:45     

Why do we need coal?  The case for fossil fuels

     Prof. Rosemary Falcon,
SARChI Chair of Clean Coal Technology;
     Director, Fossil Fuel Foundation


10:15     

Do we need to move away from coal? The case for alternative energy sources

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

     Followed by Q&A


10:45

(BREAK)


11:15

Session one
The landscape of the coal industry in Southern Africa post-Covid-19
What does the Southern African coal industry look like currently?
How many coal producers are still operating? Which mines have closed and are likely to remain closed?
How quickly will the industry recover? Is government intervention needed?
What is the current position of the majors with regards to their coal assets? By when will they have exited the market?
What challenges and opportunities does this present for the industry? Will we see more M&A activity, JVs and strategic alliances in the coal space? Who will be the winners and losers?
Are there now opportunities in the market for other players, e.g. from Botswana?
What are the implications of the diminishing quality of South African coal?
What is the future of coal in SA and how does it fit in to the Integrated Resource Plan (IRP)?

     Xavier Marcel Prévost,
Senior Coal Analyst, XMP Consulting

     Followed by Q&A

 

11:45

Session Two
What will coal supply and demand look like post Covid-19?
Impact of Covid-19 on coal supply and how this is likely to change going forward and into 2021?
What has been the impact on domestic demand? To what extent has demand recovered?
Is there a role for independent power producers in the coal space?
How have the export markets been affected? How will India’s decision to produce more coal domestically impact exports in the longer term?
How have coal prices been affected? When are they expected to recover?
To what extent have coal supply and demand been permanently altered by the crisis? Are there new opportunities?

     Chair:
Divyesh Kalan, Executive Head, Makoya Advisory

     Puneet Gupta,
Founder, CoalShastra, Delhi
     Sajid Hussain, Chief Representative – Pakistan, VISA Resources, Pakistan
     Greg Hunter, Director, Business Development, Africa, Noble Group
     Nhlanhla Madalane, Chief Executive Officer, 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


13:00

(BREAK)


13:30

Session Three
Where will funding for future coal projects come from?
Have traditional banks left the coal funding space entirely?
Where is the alternative funding for coal projects coming from?
What are investors in coal looking for?
How has Covid-19 impacted investor appetite for coal?
What is the role of traders in funding coal producers?
What is the future of coal funding in the context of increasing anti-coal sentiment?
What investment opportunities are there in clean coal and alternative energy sources?

     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


14:30

Session Four
Fireside Chat with the enablers of the industry:  Eskom, Transnet, RBCT, Grindrod
How can transport and logistics infrastructure enable greater access to local and export markets?
What is the current reality of transporting coal internally? Is the situation improving or deteriorating?
What progress has been made at Eskom on coal supply agreements?
What progress has been made on infrastructure projects, e.g. the rehabilitation of the Over Vaal Tunnel and extension of the Waterberg rail line?
What role could PPPs play in funding these and other infrastructure projects?
How can RBCT assist with enabling greater access to markets, especially for junior coal producers?
What is Eskom’s strategy going forward in terms of the Integrated Resource Plan; the “just transition” and South Africa’s future energy mix?

     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


15:15

(BREAK) 

 

15:45

Session Five
What are the strategies of the coal producers going forward?
How have coal producers been affected by the Covid-19 crisis? How has this impacted their revenues and short and longer-term strategies?
Do producers need to rethink capital allocation given the current market dynamics?
Are producers continuing with planned projects or are these now on hold?
How do coal producers become smarter in terms of costs and profitability? Are there new opportunities – how do they find and take advantage of them?
How has workforce management changed since the end of lockdown? Is there now an increased drive to implement more automation and mechanized mining?

     Chair: Ian Cockerill, Non-Executive Director, BHP

     
Lucky Kgatle, Senior Vice President, Sasol Mining
     Dr Nombasa Tsengwa, Executive Head: Coal Operations, Exxaro
     Morne du Plessis, CEO, 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


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

“By the industry for the industry”