2023 Agenda
Tampa Steel Conference
Steel Market Update will once again be working with Port Tampa Bay as we host the 34th edition of the Tampa Steel Conference. The 2023 TSC will be held on February 5-7 at the Marriott Water Street Hotel in Tampa, Florida.
This conference is the second largest steel conference of its type in North America (second only to the SMU Steel Summit Conference) with an expected attendance of 300-500 executives from the steel, port, trading, and shipping communities.
We have expanded the program while maintaining the charm and networking opportunities which have long been associated with the conference.
The program will be the strongest and most comprehensive ever for the Tampa Steel Conference. Here are some of what you can expect while attending the Tampa Steel Conference. We will have a strong focus on the economy, steel trade, domestic and foreign steel prices, and what the "new normal" will look like for steel priceduring 2023. We have an excellent program with Timna Tanners of Wolfe Research, Josh Spoores of CRU, and many more.
Here's what to expect while attending the Tampa Steel Conference.
| Sunday, February 5, 2023 |
| 2:00 pm Registration Opens |
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5:00 pm Welcome Reception |
| Monday, February 6, 2023 |
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8:30 am - 1:00 pm - Golf Tournament (golf fees required) guests that arranged to ride on Port Tampa Bay bus meet in lobby at 7:30 am |
| 9:00 am - 12:00 noon - Port Tampa Bay Harbor Tour (complimentary w/pre-registration) |
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1:30 pm - Half-Day Beverage: Sponsored by Bank of America 2:00 pm - Conference Opening: Welcome and Introduction Speaker: Michael Cowden, Managing Senior Editor, Steel Market Update 2:15 pm - Moving Steel in 2023: Smooth Sailing or Cluster Truck? A lively and topical discussion on the current issues facing steel transport via overland, water ways and ocean global frieght. Our panelists will unveil some of the current quagmires in the supply chain and offer insight on what's to come. Speakers: Anton Posner, CEO, Mercury Resources Michael Ceravolo, CCO, Beemac Logistics Janine Mansour, Head of Business, Port of New Orleans Wade Elliott, Senior Vice President of Marketing and Business Development, Port Tampa Bay Moderator: Michael Cowden, Managing Senior Editor, Steel Market Update 3:00 pm Afternoon Break: 3:20 pm Spotlight on Energy Outlook: What to Watch Out for in Energy Markets in 2023 This presentation will dig into key themes impacting energy markets on both a domestic and global stage. Proprietary data will be used to highlight changing energy flows as a result of Russian sanctions, how China reopening is impacting demand, what we should expect from US production in 2023, and how OPEC continues to adapt to changing markets Speaker: Matt Smith, Co-Head of Crude Analysis, Kpler 4:05 pm Fireside Chat with Algoma Speaker: Michael Garcia, CEO, Algoma Moderator: Michael Cowden, Managing Senior Editor, Steel Market Update 4:50 pm Networking Reception Welcome Address 5:00 pm Networking Reception: Sponsored by Reibus |
| Tuesday, February 7, 2023 |
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7:00 am All-Day Beverage: Sponsored by Steel Manufacturers Association Breakfast: Continental Breakfast 8:00 am Welcome Remarks from Steel Market Update, Port Tampa Bay, and Mayor of Tampa Speakers: Michael Cowden, Managing Senior Editor, Steel Market Update Paul Anderson, President/CEO, Port Tampa Bay Honorable Jane Castor, Mayor, City of Tampa 8:30 am Keynote Presentation: US Construction Outlook: Spotlight on Infrastructure Speaker: Edward Sullivan, Chief Economist and Senior VP of Market Intelligence, PCA What economic trends will impact construction material demand for the private sector? How will the Biden administration's efforts to rebuild US infrastructure influence demand? And what about the possibility of a recession? Sullivan will walk through these topics and his 2023 economic forecast. He will explain how diverse macroeconomic factors, federal government policies, and financial consideration will shape the construcion industry in 2023 and beyond. There will be a specific focus on recessionary risks for the broad economy as well as specific assessments on activity in the residential, nonresidential, and public secotrs of construction. 9:30 am Fireside Chat with Ternium Mexico Speaker: Cesar Jimenez, President & CEO, Ternium Mexico Moderator: Michael Cowden, Managing Senior Editor, Steel Market Update 10:00 am Break: 10:30 am Recent Developments in U.S. Trade Policy and Their Impact on your Business Speakers: Dawn Shackleford, Executive Director for Trade Agreements Policy & Negotiations, U.S. Department of Commerce, International Trade Administration Tim Brightbill, Partner, Wiley Rein LLP Jerry Richardson, Executive Director, Companhia Siderùrgica Nacional, LLC (CSN) Moderator: David Schollaert, Senior Analyst, Steel Market Update 11:15 am Geopolitics: What Will the Coming Global Divergence Mean? A new pattern of global trade blocks will be dramatically differenct from the largely unfettered global supply chain tha have existed to date. It will disrupt markets, economies, and international relations. In this session, Erik Britton, CEO of Fathom Consulting, will set out what's at statke in the real economy, in financial markets, in geopolitical relations and specifically in global commodities markets like steel. Speaker: Erik Britton, CEO & Managing Director, Fathom Consulting 12:00 noon Lunch:Sponsored by Crowe 1:00 pm Forecast Panel Speakers: Timna Tanners, Equity Research Analyst, Metals and Mining, Wolfe Research William Van Meerbeke, CFA, Associate Director, Corporate Finance, Fitch Ratings Alex Hacking, Head of Americas Metals & Mining Research, Citi Moderator: Josh Spoores, Principal Analyst, Steel, CRU 2:00 pm Fireside Chat with US Steel Speakers: Kenneth Jaycox, Chief Commercial Officer, U.S. Steel Moderator: Michael Cowden, Managing Senior Editor, Steel Market Update
2:45 pm Service Center and Manufacturing Panel Speakers: Michael Taylor, Chairman and CEO, Friedman Industries Rocky Christenberry, Vice President, Priefert Steel and Priefert Manufacturing Bernard Swiecki, Senior Director, Research, Center for Automotive Research (CAR) Moderator: David Schollaert, Senior Analyst, Steel Market Update 3:30 pm Close of Conference Special Thanks to our sponsors. |
