BUSINESS SESSION SPEAKERS
Commodity Research Group
Economic Outlook & Impacts to Commodities Markets
Presented by Ed Meir
Monday, December 4, 2023 • 1:45 p.m. – 2:45 p.m.
Get primed for a lively week of copper industry collaboration and knowledge sharing by taking a deeper dive into the latest economic drivers and developments impacting major metals and commodity markets. Ed Meir from Commodity Research Group will discuss macro trends and their anticipated impacts on red metals supply chains along with current insights into key verticals for copper and copper alloy products including building construction, energy, transportation and more.
About Ed Meir
Edward Meir was named the most accurate price forecaster for LME base metals in five of the last ten years through 2020, as ranked by the Fastmarkets APEX analyst survey. He obtained a top-five ranking in precious metals in five of the past seven years as well, including a #1 finish in 2019 and a #2 finish in the prestigious LBMA Precious Metals Survey.
Mr. Meir’s CRG firm currently provides commodity research expertise to Marex, having provided similar services to EDF Man Capital from 2019-2022, StoneX (2011-2019) and to MF Global (2003-2011). Prior to becoming involved in research full-time, Mr. Meir traded nonferrous metals out of Europe, China, and Russia, utilizing the physical experience he gained while working as a trader with UK-based Trans-World Metals.
Voice of the Market: Original Equipment Manufacturers’ Outlook on Copper
Presented by Keith Miller, Martec Group
Monday, December 4, 2023 • 3:00 p.m. – 4:00 p.m.
Original Equipment Manufacturers (OEMs) have arguably the largest impact on copper market share and intensity of use, informed by years of design experience and a constant drive to cut costs through optimization and value engineering. With lingering headlines and looming concerns over copper availability, OEM leadership teams are reassessing their material of choice preferences and retooling their supply chains to prepare for growing market demands. Join Keith Miller from Martec to learn exactly what OEM leadership teams are thinking about copper and why. The session will delve into four market segments including automotive, energy systems, electrical equipment, and commercial trucking, synthesizing deep intelligence gleaned through primary interviews on how OEMs’ perceptions and attitudes are evolving regarding current and future use of copper and copper alloys.
About Keith Miller
Keith Miller is a Business Director at The Martec Group, a global strategic market research and consulting firm. Based in Detroit, he leads the firm's North American automotive and transportation sector as well as the company's business intelligence practice across multiple industries.
Keith possesses over 25 years of industrial market research & and consulting experience. His expertise includes proprietary work in opportunity and technology assessments, benchmarking, cost modeling, M&A due diligence and strategic analyses.
Keith's business intelligence work spans across a variety of industries including Aerospace, Automotive, Biomedical/Biotech, Consumer Electronics, Advanced Materials, Specialty Chemicals, Oil and gas, Filtration and media, Water Treatment, Building Materials and Metals. Keith has conducted over 700 projects over his 25 year career at The Martec Group.
S&P Global Market Intelligence
Impact of the Inflation Reduction Act on U.S. Copper Demand & Strategic Scenarios for a More Self-Sufficient U.S. Copper Supply Chain
Presented by Frank Hoffman, S&P Global Market Intelligence
Tuesday, December 5, 2023 • 11:30 a.m. – 12:30 a.m.
Join Frank Hoffman from the analytical minds at S&P Global behind The Future of Copper report for a closer look at how U.S. policies and the Inflation Reduction Act will impact copper demand. This session will also explore early findings from a scenario analysis on how the U.S. can rebalance the supply side equation to meet local demand projections through an all-inclusive approach involving increased mining, refining, and recycling.
About Frank Hoffman
Frank Hoffman is a consulting principal on the Economics and Country Risk team at S&P Global Market Intelligence with a focus on market planning and supply chain.
Frank brings expertise in econometric modeling and analytics, market analysis, and price forecasting to both market planning and supply chain-related engagements. He also has extensive data visualization experience and specializes in using data, modeling, and forecasting to drive strategy and operations and help clients make more informed data-driven decisions. Frank's projects include sizing and forecasting the paint and home improvement product markets, building a dashboard used to develop global sourcing strategies, and developing a framework for a diversified manufacturer to track their key end markets and efficiently allocate marketing resources between verticals. Frank has also worked as a Senior Economist with Pricing & Purchasing service where he covered nonferrous metals, healthcare, and services. Before returning to the company, Frank worked as a senior operations manager at Uber Technologies. His areas of focus included incentives strategy and investment allocation for the US and Canada rides business. Frank has also worked as a federal consultant on analytics and data science-related engagements. He has been featured in media outlets such as American Metal Market, Bloomberg Television, Metal Bulletin, and Mining Technology.
He has a master’s degree in international and development economics from the University of San Francisco and a bachelor’s degree in economics from the University of Illinois.
Red Metals Summit Lightning Talk: What Keeps You Up at Night? Copper Value Chain Roundtable
Tuesday, December 5, 2023 • 1:30 p.m. – 2:30 p.m.
The co-location of CDA’s Annual Winter Meeting and CBSCA’s Red Metals Summit provides a unique opportunity to bring together multiple segments of the copper and copper alloy value chain. Industry leaders from companies involved in mining and refining, semis-fabrication, and distribution and value-added services will share insights from their respective vantage points in brief 5-minute ‘lightning talks’ that will be followed by a moderated discussion exploring synergies, and areas of alignment or misalignment.
Questions to be addressed by panelists may include:
What is the biggest risk you see for the industry in the next 1, 5, and 10 years?
What is the biggest opportunity you see for the industry in the next 1, 5, and 10 years?
On which issues is cross supply chain collaboration mission critical? In a largely non-integrated industry, where do we need to come together to accomplish something that we can’t do on our own?
Who should be involved in the effort to bring the industry together? Whose perspectives are missing today?
Moderator – Andy Kireta, CDA
Copper Development Association
U.S. Political & Policy Landscape: Copper Focus
Presented by John Hilbert, CDA's Director of Government Affairs
Tuesday, December 5, 2023 • 3:00 p.m. – 4:00 p.m.
CDA’s Director of Government Affairs, John Hilbert, will take attendees on a comprehensive tour of the U.S. policy landscape and how the political culture within the Capital Beltway is creating new risks, opportunities and alliances up and down the copper value chain. This session will cover the latest news and insights on the Inflation Reduction Act impacts, the Copper Caucus, critical minerals, trade policy and more. A preliminary outlook on the 2024 election season will also be provided.
About John Hilbert
John Hilbert is the Director of Government Relations for the Copper Development Association, advocating for the U.S. copper industry in front of Congress and Federal & State agencies. A 27-year veteran of Washington, D.C. and Capitol Hill, John's areas of focus include energy, environment, health & safety, defense and federal appropriations for the metals and materials industry. John began representing the copper industry in D.C. in 2003 and was instrumental in the creation of the CDA Government Affairs Committee (GAC) and the Copper Caucus. He has a B.A. in business from The Ohio State University and a J.D. from Washington & Lee University.