Singapore Coking Coal Conference 2023

Sid has nearly 15 years of work experience in market analysis and management consulting within the global metals and mining industry. Sid started his career in 2009 with the UK based CRU International as a management consultant in Mumbai. In 2013, he moved to Singapore to join Anglo American on the metallurgical coal desk. After a 3-year stint Sid moved with the iron ore Business unit to manage the overall research for the global iron ore & steel markets. Since late last year, he has taken additional responsibility of equity and 3rd party book owner optimising physical flows and price risk management.

Julien Hall is Pricing Director at carbon marketplace Climate Impact X. Prior to this, he spent 14 years at S&P Global Commodity Insights managing commodity benchmarks and teams of market reporters. During this time, which was spent primarily in metals and agriculture markets, he played an important role in establishing several pricing benchmarks. Before working at Platts, he was editor of a specialized newsletter focusing on the French private equity industry.

Jeffery Lu is E-Commodities Senior Business Manager based in Singapore. Jeff has been in the international commodity business for more than 15 years and has hands-on experience with building supply and demand models, analyzing trade flows as well as producing price forecasts. Before E-Commodities, Jeff worked for some of the largest firms globally including S&P Global, Noble Group and Czarnikow Group. Jeff has a master’s degree in intercultural business communication.

Vincent Liu Xin has over a decade of experience in cross-commodity trading. Vincent started his career at BHP Billiton, moving through various marketing functions of different commodities such as manganese ore and petroleum. Vincent then moved to Noble Group, focusing on metallurgical coal. In 2014, he joined Exen Resources where he now manages the sales and derivatives functions.

Dr. Lars Schernikau joined the commodity business 20 years ago and before worked at The Boston Consulting Group in the USA and Germany. As a co-founder, shareholder and former member of the supervisory board in the German-based, publicly listed, international commodity marketing and mining companies HMS Bergbau AG and IchorCoal NV, Lars has founded, worked for, and advised a number of companies in the global raw material sector in Europe, Asia, Africa, and North America.

Currently, Lars focuses on further developing the companies’ global operations as well as marketing of energy and other commodities in Asia, Africa, the Americas, Europe and the Indian subcontinent. HMS has been marketing fuel and ore products to industrial consumers worldwide for over two decades (www.hms-ag.com).

Next to his operational work in the commodity industry, Lars is an energy economist and a regular keynote speaker at major energy & commodity conferences, workshops, and universities around the world. Lars advises selected governments, banks, and conglomerates on energy policy. Lars has published books, scientific research, and press articles relating to energy raw materials and energy policy and has been peer-reviewing several energy related books and research papers. His most recent book “The Unpopular Truth… about Electricity and the Future of Energy” can be accessed at www.unpopular-truth.com

Lars grew up in Germany, studied Finance at New York University, received his MBA from INSEAD in France, and earned his doctoral degree in energy economics with focus on energy, commodities, and coal at the Technical University Berlin, Germany.

Dr Neil J. Bristow has been actively involved in the iron ore industry for over 35 years. He spent over 21 years in a range of positions with BHP and left to established his own consultancy putting his deep experience and insights of steelmaking raw materials to good use. With extensive experience in understanding and forecasting iron ore market dynamics, prices, strategy development - both industry wide and marketing, changes in industry structure, and future trends in seaborne iron ore markets, he has provided advice to numerous players in the global iron ore industry. Combined with a strong technical background in iron ore utilisation, a deep understanding of sintering (including running numerous plant trials), pelletising (including development of potential WA IO pellets), blast furnace burden evaluation, together with fundamental and applied iron ore research, this has enabled him to analyse value-in-use trends in iron ore markets, supporting short and long term iron ore marketing, market development and medium to long term strategy.

Internationally recognised as a respected expert in iron ore, steel and other steelmaking raw materials analysis, he has spoken at numerous international meetings and published market and technical papers on iron ore. His key expertise in steel, iron ore, metallurgical coal, and manganese ore and ferroalloy markets, coupled with long term analysis on future directions in emerging markets, saw him as an advisor on alternative ironmaking technologies and the challenges facing the global steel industry.

Dr Bristow was a former Australian representative on ISO TC Standards Committees on physical testing of iron ore and DRI. Dr Bristow is currently Managing Director of H&W Worldwide Consulting providing a wide range of market research and consulting services to the global iron ore and steel raw materials industries.

Yang Naizheng has over 30 years of experience in the coal, metals and mining industry. She started her career at Shougang Corporation. As the co-founder and director of IMR Resources, a global trading house, she now leads the company's business operation in Indonesia. She is proud of IMR's coking coal mine, PT Borneo Prima, and has established strategic relationships with industrial end-users worldwide. As one of the decision-makers at IMR, her leadership has contributed to the company's growth and transition from a pure trading house to a resource-focused upstream mining business.

Abhish has been associated with Jindal Steel & Power for last 15years. He started his career as an Engineering Trainee in JSP and during his tenure he worked in different portfolios within company such as Steel, Power, Projects, and Operations. He is closely associated with Plant Heads and is instrumental in Strategizing different key decisions. Presently, he is heading the Imported Raw material division of the company and is responsible for end-to-end Supply chain Management of Coking coal, Thermal Coal, Fluxes, and other imported bulk raw materials. He is an Engineering graduate with MBA by qualification. Currently, he lives in India with his wife and a son.

Since joining in 2021, Tim has supported development of the groups growth and execution of marketing, logistics and trading operations. Prior to joining M Resources Tim lead the sales and marketing function for the Curragh mine, including all aspects of maximising the value of the Curragh resource in the market and accountability for all offsite infrastructure.

Before leading sales for Curragh mine, Tim held various positions within Wesfarmers (as the prior owner of the Curragh asset), predominantly focussed on business development and major investment decisions.

Tim’s background is an engineer, holding positions with WorleyParsons Australia in the Minerals and Metals Division and with BHP Billiton at the Boodarie Hot Briquetted Iron project in Western Australia. Tim holds a Bachelor of Science (Chemistry), Bachelor of Mechanical Engineering, and a Graduate Diploma in Applied Finance and Investment.

Ted O’Brien is Managing Partner and Chief Commercial Officer of Oluma Resources. Prior to launching Oluma Resources in September 2021, Ted spent five years with Xcoal, most recently as Vice President – Pacific Basin Operations, based in Singapore. Ted has extensive experience in coal marketing and logistics, and is well versed in the interplay between geopolitics, macroeconomic developments, and global coal markets.

Prior to joining Xcoal, Ted spent 10 years at Doyle Trading Consultants, LLC, culminating in his role as CEO.

Ted serves as an Independent Trustee and Chair of the Audit Committee on the Board of the Goehring & Rozenczwajg Resources Fund.

Barry Tudor is the founder, Chairman and CEO of Pembroke Resources. A coal industry leader for two decades, he has held senior executive positions in several listed and international resource companies, including CEO and Managing Director of ASX listed Gloucester Coal, CEO of Exalt Resources Limited, Managing Director - Australian Operations and Senior Vice President - Strategy for SGX listed Noble Group. Through strategic development and value enhancement he has successfully built several steelmaking coal enterprises and has led operations through all stages of the commodities cycle. After leading the hostile takeover of Gloucester Coal, Barry was instrumental in driving a dramatic increase in company value.

In 2014 Barry founded Pembroke Resources with a vision to create a significant new steelmaking coal enterprise. In 2016 he acquired high quality exploration concessions in the Bowen Basin of Queensland which he integrated to create the Olive Downs Complex, which will become one of the world’s largest suppliers of steelmaking coal. In 2018 Barry expanded Pembroke’s operations to include a high-quality steelmaking coal operation in Central Kalimantan Indonesia, developing the asset from greenfield to production in three years, using local expertise overarched with the same strategic focus and approach.

Under Barry’s leadership the Olive Downs Complex has progressed rapidly through the rigorous approvals process and is now fully financed and in the final stages of construction. The success of the billion-dollar development has been in large part due to a dedicated focus to create a “model mine” utilising the latest approaches to mining while meeting and exceeding today’s demanding standards. Barry has been hands-on in creating a business that ensures conservation, environmental, social, and governance initiatives are the priority.

Barry started his career at KPMG, followed by a variety of senior regional and international roles in finance, management and marketing. Barry holds a Bachelor of Economics degree from Macquarie University and a Master of Business Administration degree from MGSM. He is a Fellow Chartered Accountant and a Member of the Institute of Company Directors in Australia.

Lewis Yang is in charge of international businesses and chemicals business sector, and has more than 10 years experiences of international trading, risk management, factory management, marketing, and corporate governance​.

He graduated from the University of Washington​ with Bachelor degree in Chemical Engineering, and is currently working on an EMBA at Tsinghua University.

Mr. Dipak Agarwalla, aged 68 years is the founder promoter of Saurashtra Group of Companies and had started his career by putting a manufacturing unit of LAM Coke at Porbandar/Mundra in Gujarat, India. He has got vast experience in domestic and international trading of commodities. He looks after the finance, administration and sales on a day-to-day basis and has more than 30 years of experience in the trade. He is the President of Indian Metallurgical Coke Manufacturers Association. He is an eminent speaker in various domestic and international trade forums. He is currently the Director of Saurashtra Fuels P. Ltd., India’s largest manufacturer of Low Ash Metallurgical Coke Company.

Jin is Director – Commodities at the SGX. His responsibilities include development and enhancement of bulk commodity products focusing on iron ore and coal.

Before joining SGX, he was a trader at Pavilion Gas and Hess Energy Trading Company where he covered LNG and freight. He started his career at Glencore in 2003 where he was on the graduate trader programme in the London office before being transferred to Singapore as a gasoline trader.

Jin has an MA in Philosophy, Politics and Economics from Oxford University.

Cynthia heads up the macroeconomics and commodity analysis team at South32. She has over 18 years of analytical experience cutting across public policy, macroeconomics, sustainability, and commodities. She believes in delivering value by being customer focused and distilling the so-what to influence decisions. She holds a first-class Economics degree from London School of Economics and a Master of Philosophy in Economics from University of Cambridge.

Cynthia has a passion for excellence and developing people and is a strong advocate for inclusion and diversity. She is currently the President of Women in Mining and Resources (WIMAR) in Singapore and has been its Board member since 2021. Cynthia also developed the framework for South32's graduate programme and led the collaboration with Nanyang Technological University to raise students’ understanding of the mining sector through an accredited lecture series.

TH Park has 27 years of experience working in the resource industry such as Samsung Trading House, Hyundai Steel and BHP / South32 Marketing on top of having a Mining Engineering background. During the period, he has performed wide ranged commercial role of Sales/Tech/Marketing/Procurement/Trading of various Iron & Steel-making and Energy raw material including Iron Ore, Met/Energy Coal, Manganese Ore/Alloy, Nickel, Cobalt and HBI/Scrap. He has been GM of South32 Marketing in charge of equity coal (Illawarra Met Coal)’s global sales and marketing since 2018. He uses his positive attitude and energy to coach and mentor team members to develop and achieve the goals based on I&D.

Myles started out at Anglo American, taking on a mix of logistics and Book Owner roles. Moving to Global Coal, Myles worked on the development and launch of the Met coal trading screen, brokering c4.5Mt over the initial years of its operation. 2017 saw the opportunity to move to a trading role at Xcoal, looking at a mix of traded and offtake coals, as well as derivative products and freight. Moving to Square Resources, Myles has responsibility for a Singapore desk focusing on trading and marketing of a range of Australian, Colombian, Indonesian and US coals, as well as keeping a firm focus on paper and freight.

Cian Cafferky is the Singapore General Manager for Xcoal Energy & Resources. His role is to coordinate the sales and marketing of US and Australian coal in the Asian markets. He has been with Xcoal for 6 years originally focusing on chartering and logistics before switching over to coal marketing in 2019.

Cian studied at University College Dublin and Jiatong University, Shanghai before graduating in 2013 with a degree in Commerce and Chinese Studies. After graduating he went on to work for the Irish Trade Board in Singapore before Joining Xcoal in 2017.