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Agenda

09:00 - 09:45
Pre-Summit Workshop 1: Technology is Here to Stay

This panel will discuss how technology has changed our lives, then dial down into which industries are using technology for big wins and how the steel industry can learn from these practices. The panel will give a nod to the future and look ahead to where technology can take us both personally and professionally as we move forward into this new decade. This workshop, moderated by John Armstrong, CEO of Reibus, is sure to be a lively kickoff to the Steel Summit Conference.






10:00 - 10:45
Pre-Summit Workshop 2: Steel Futures Showcase

CME Group will present a Steel Futures Showcase this year, focusing on managing the recent volatility in the steel market. This showcase will include a panel of companies that have used the futures market to manage price risk as part of their overall strategy during these turbulent times. They will discuss which price risk management tools are available and how to implement them, as well as cover futures pricing for products up to a year out. Panelist include Chris Shipp, Vice President Supply Chain, Priefert Manufaturing/Priefert Steel, executives from Flack Global Metals and the CME Group and others TBA.






11:00 - 12:00
Pre-Summit Workshop 3: Technology Opportunities, Risks & Lessons Learned

Crowe's workshop will present a retrospective on how the steel industry's views of and investments in technology have changed over the last decade. The panel will discuss specific steel company examples of how technology has transformed operations, customer services, and other critical areas of the business. Crowe's annual Technology in Metals Survey is a great source of information to learn how your industry peers are planning for and using technology. Panelists will share their perspectives on technology opportunities, risks and lessons learned. 






13:00 - 13:30
Official Opening of the 2021 SMU Steel Summit Conference

     
Speaker:
John Packard, President and CEO, Steel Market Update






13:30 - 14:30
Keynote: Michael Smerconish, Things I Knew Before I Started Talking

Using the perfect blend of analysis and humor, Michael Smerconish delivers an engaging, thought-provoking, and balanced dialogue on today's political arena and the long-term implications of the polarization in politics.
Speaker:
Michael Smerconish, Host of the Michael Smerconish Program on SiriusXM, Smerconish






14:50 - 15:30
CRU Economic, Steel & Scrap Forecast

CRU Economists and various steel and scrap analysts will produce their view of the world and provide economic, steel and scrap forecasts for North America as we look into the 4th Quarter 2021 and into calendar year 2022.






15:30 - 16:15
Fireside Chat with Cleveland Cliffs Chairman, President & CEO, Lourenco Goncalves

2020 was a busy year for Cleveland Cliffs as they went from an iron ore mining company to the largest flat rolled steel mill in North America. Cliffs closed on the AK Steel acquisition in early 2020 and at the end of the year they closed on the purchase of the ArcelorMittal USA operations. The company’s Chief Executive will sit down with John Packard of Steel Market Update to discuss the state of the steel industry today and what the future holds for companies doing business with Cleveland Cliffs.
Speaker:
Lourenco Goncalves, Chairman President and CEO, Cleveland-Cliffs Inc.






08:30 - 08:45
Opening Remarks

     
Speaker:
John Packard, President and CEO, Steel Market Update






08:45 - 09:30
Is Scrap the Next Precious Metal

We have two great speakers who will discuss the status of the current scrap market and pricing (Ben Abrams, CEO, Consolidated Scrap) as well as the future of scrap in North America (Paul Lowrey, President, Steel Research Associates). With EAF steel production growing in North America understanding scrap supply and scrap pricing is critically important to steel mills and steel buyers alike.
Speaker:
Ben Abrams, CEO, Consolidated Scrap
Paul Lowrey, President, Steel Research Associates, LLC






09:50 - 10:30
Fireside Chat, Leon Topalian, President & CEO, Nucor Steel

Nucor is the largest steel mill in North America producing long products, plate and sheet. Nucor has been actively expanding existing mills and is building a new state of the art plate mill in Brandenburg, Kentucky. Mr. Topalian will join SMU’s John Packard on the stage to discuss Nucor vision of the steel industry and what the future holds for Nucor customers.
Speaker:
Leon Topalian, President and Chief Executive Officer, Nucor Corporation






10:50 - 12:00
Economic Keynote Address with Dr. Alan Beaulieu of ITR Economics

Dr. Alan Beaulieu is one of our favorite speakers due to his exceptional speaking style and the quality of the insights he provides to our attendees. Dr. Beaulieu will discuss the current economic situation, where we are in the economic cycle and what your company should be doing to prepare for what is coming next.
Speaker:
Dr. Alan Beaulieu, President & Principal, ITR Economics






13:10 - 13:50
Status of International Trade

It would not be a SMU steel conference if we did not have an update, dialogue, debate on foreign steel and its impact on the U.S. steel industry. Over the past few years we have seen how Section 232, Section 301 along with anti-dumping (AD), countervailing duty (CVD) and circumvention suits have impacted the amount of foreign steel being sent into the United States. There is a new administration and the debate continues, with the main question being, How much longer will we have Section 232 tariffs in place?
Speaker:
Kevin Dempsey, President and Chief Executive Officer, American Iron and Steel Institute
Lewis Leibowitz, The Law Office of Lewis E. Leibowitz,






13:50 - 14:10
2021 SMU NexGen Leadership Award

We will honor the 2021 winner of the SMU NexGen Leadership Award which is sponsored by the Steel Manufacturers Association (SMA). Past winners include Meredith Meade of Tempel Steel (2019) and Stephen Sterling of Quality Metal Stamping (2020). This award comes from candidates selected by the companies they work for in recognition to the quality of their work, leadership skills, innovation in a pandemic setting. This award is someone who is a rising star within their company and represents the best of the 35-year-old and younger employees within the manufacturing, distribution, toll processing, fabrication, steel mills and trading company segments of the industry.






14:30 - 15:30
Industry Forecasts for Automotive, Energy and Construction Markets

Industry analysts associated with the automotive, energy and construction markets will provide forecasts for what our attendees should expect as we look out to 4Q 2021 and into calendar year 2022.






15:50 - 16:30
Fireside Chat with Mark Millett, President & CEO, Steel Dynamics

Steel Dynamics is another one of the key flat rolled and long products producing steel mills in the United States. SDI will be close to bringing the newest flat rolled steel mill in North America on-line right around the time of our conference. SDI has also recently announced 4 new coating lines, two to be built in the northern U.S. and two in the south. Mark Millett will provide a status update on the Sinton, Texas steel mill, what the new four coating lines will mean for the industry, along with his views on the current steel environment and what SDI customers can expect from the company in the future.
Speaker:
Mark D. Millett, President, CEO & Chairman, Steel Dynamics






08:45 - 09:30
Manufacturing Program on Status of the Industry

We will have three manufacturing companies representing different market segments and areas of the country discuss their businesses, how volatility has affected their customers, current and projected future demand, etc.
Speaker:
Barry Zekelman, Chairman & CEO, Zekelman Industries
Chris Shipp, Vice President Supply Chain, Priefert Manufacturing/Priefert Steel






11:30 - 12:10
Steel Forecasts with Timna Tanners

We all want to know what is happening with Steelmageddon? This will be our opportunity to hear from Bank of America steel and mining analyst Timna Tanners as she provides her outlook for steel and steel prices into 4Q 2021 and into calendar year 2022 and beyond.
Speaker:
Timna Tanners, Metals & Mining Analyst, Bank of America






11:30 - 12:15
The Decarbonization of Steel & Manufacturing

Climate change is one of the biggest challenges facing the world in the coming decades. The topic of decarbonization: what does it mean, what is Scope 1, 2 and 3 and what does this mean as you evaluate your company’s risk are items which will be discussed during this program.
Speaker:
Philip K. Bell, President, Steel Manufacturers Association (SMA)
Andrew Lichter, Vice President, Corporate Strategy and Development, Mobius Risk Group






13:00 - 13:40
Electric-Vehicle Outlook and the Role Steel Will Play

Most automotive manufacturing companies have indicated their intention to move away from gas vehicles and instead produce only electric vehicles by the year 2030 or 2035 (which is not that far away). What will this mean for the domestic steel industry?
Speaker:
John Catterall, Vice President Automotive Program, American Iron and Steel Institute






13:40 - 14:30
Moving Steel & the Issues Associated with Trucking, Rail, Barge and Ship

Moving steel has become even more complicated as we are dealing with a pandemic, the retirement of baby boomer drivers, strong demand and tight supply. We will discuss trucking, rail, barge and ship transportation issues and challenges, and take a look into the future of transporting steel.
Gregg Troian, President, PGT Trucking, Inc.






14:30 - 15:00
Closing of the Conference

     
Speaker:
John Packard, President and CEO, Steel Market Update