5th. International Nickel. Conference April, 2017 I DoubleTree by Hilton, Lisbon. Bronze sponsor. metalbulletin.

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1 5th International Nickel Conference April, 2017 I DoubleTree by Hilton, Lisbon Bronze sponsor metalbulletin.com/events/nickel

2 Linking up the value chain to foster debate and global industry growth While nickel prices have recovered to a level which many consider reasonable and stable, supply and demand Countries attending in 2016 dynamics remain complex. The nickel market continues to be in deficit, will this continue throughout 2017? Canada France Belgium United Kindom Germany Netherlands Switzerland Austria Finland India Russia China Philippines Global supply concerns in Asia persist regarding the Indonesian raw material export ban and NPI production. This coupled with the environmental regulations in the Philippines leaves a lot to be discussed. This is how we can help you. The conference has been co-located with the bi-annual meeting of the International Nickel Study Group (INSG), which means even more networking opportunities for you and your colleagues marketing@metalbulletin.com metalbulletin.com/events/nickel

3 What will you gain from attending? International connections Connect with senior nickel industry decision-makers from around the globe, giving you the chance to expand your business, seek new investment opportunities or simply learn from the rest of the international market. Knowledge Hear the very latest information when it comes to forecasts and industry direction, allowing you to make business decisions more confidently in Combine it with the INSG's bi-annual meeting This year s event will be co-located with the International Nickel Study Group s biannual meeting, taking place in Lisbon after the main event. All delegates will be granted exclusive access to afternoon meeting and drinks reception of the INSG on the afternoon of the 25th April, usually accessible only to its members. It means even more networking and deal making opportunities for you can you afford to miss it?

4 AgendaFull details including all speakers, times and panel lineups can be found at metalbulletin.com/events/nickel Day one: Monday 24 April 8:00 Registration desk opens 9:00 Chairperson s opening remarks Krisztina Kalman-Schueler, Managing Partner, DMM Advisory Group 9:10 Welcome address from the International Nickel Study Group (INSG) Don Smale, Secretary- General, International Nickel Study Group Session 1: viewpoints from producers 9:20 Nickel supply and demand characteristics for the long term Is nickel in deficit? Does current capacity surpass maximum demand? Which end user markets will fuel future nickel demand? If there was a ramp up of global nickel production in response to an increase in price, would this result in overcapacity? How will global supply be impacted if nickel producers in the Philippines are shut down for failing to comply with environmental regulations? Tedy Badrujaman, CEO, PT ANTAM (Persero) Tbk Barry Jackson, Market Intelligence Manager Nickel, AngloAmerican Denis Sharypin, Market Research Department, Norilsk Nickel Mark Selby, CEO, Royal Nickel Corporation 11:00 Networking refreshment break 11:45 Nickel in 2016 and early 2017: from surplus to deficit Given that nickel production is expected to increase in 2017, will this impact NPI production trends in Indonesia and China? Will environmental restrictions placed on the mining industry in the Philippines limit Chinese NPI growth? Is primary nickel usage likely to increase, especially in China? Will an increase in stainless steel austenitic production continue to support this growth? In 2016, a shortage of scrap contributed to the increase of nickel usage worldwide. Is scrap availability going to increase in the future? Ricardo Ferreira, Director of Market Research and Statistics, International Nickel Study Group 12:15 Production costs: global variation and viability How do production costs for nickel products vary globally? Which geography is most cost competitive? What is the impact of exchange rate risk on different parts of the nickel supply chain? Is the current nickel price sufficient to maintain viable margins for high cost producers? At what prices would production shut down for different producers? David Wilson, Director- Metals Research and Strategy, Citi Research 12:45 Networking Lunch Note: Metal Bulletin Events reserves the right to alter the venue, timings and/or speakers marketing@metalbulletin.com metalbulletin.com/events/nickel

5 Agenda Full details including all speakers, times and panel lineups can be found at metalbulletin.com/events/nickel Session 2: pricing trends 14:15 16:30 The impact of the growing battery industry Does demand for nickel from the growing battery industry stand to significantly add to global demand? How will production capacity be developed to cater for the need for nickel salts in the battery industry? What are the implications for long term nickel demand? Will these nickel salts be sourced from nickel metal or intermediates? Will demand for nickel in battery applications counter the slowdown in the growth of the Chinese stainless steel industry? Nickel prices: what is the new reasonable expectation? Is the current nickel price at a reasonable and sustainable level? Are there any significant prospects for price variation in the future? What factors and events have shaped nickel pricing? The nickel benchmark contract: LME or SHFE? How much nickel is being used for financing? Is this creating a false deficit? Thomas Höhne-Sparborth, Senior Economic Analyst, Roskill Information Services Moderator Ian Walker, Correspondent, Metal Bulletin Group Panellists 17:00 End of day one and networking reception Thomas Höhne-Sparborth, Senior Economic Analyst, Roskill Information Services Jim Lennon, Senior Consultant, Macquarie Securities (Europe) Ltd 15:30 Networking refreshment break Session 3: current and future demand prospects 16:00 Update on the stainless steel scrap market Has demand for stainless steel scrap increased as a result of the slowdown in Chinese production of NPI? How much nickel scrap is available and is likely to become available in the immediate and long term? Jürgen Pilarsky, CEO, CRONIMET Note: Metal Bulletin Events reserves the right to alter the venue, timings and/or speakers

6 AgendaFull details including all speakers, times and panel lineups can be found at metalbulletin.com/events/nickel Day two: Tuesday 25 April 8:30 Registration desk opens 9:00 Chairperson s opening remarks Krisztina Kalman-Schueler, Managing Partner, DMM Advisory Group Session 3: current and future demand prospects (continued) 9:10 Global stainless steel outlook What are the key factors driving stainless steel demand globally? What can be expected in terms of an US post-election blues? How will the increasing protectionist measures all over the world affect the industry? Who is going to be the next China in terms of driving stainless steel consumption where is the highest potential on a kg/capita basis? How are nickel prices affecting stainless steel demand and the respective grade split? What is driving domestic growth in China? Dr. Thomas Windberger, Market Analyst, SMR (Steel and Metals Market Research) Anand Gupta, CEO, Aamor Inox Limited 10:15 Networking refreshment break Session 4: regional focus 11:00 Indonesia update: export prospects Will Indonesia relax its raw material export ban? How will large nickel ore stockpiles be used? Will a loop hole be found to export this raw material or will blast furnaces be built internally to process the ore? Will Indonesia ramp up its production of refined nickel products? New projects: what is in the nickel production pipeline for Indonesia? Tedy Badrujaman, CEO, PT ANTAM (Persero) Tbk 11:30 Philippines update: regulatory issues and their impact An update on the outcome and impact of environmental regulations placed on the mining industry Would a decrease in mining activity in the Philippines have a significant effect on the country s economy? Why is NPI the preferred end product for nickel ore reserves exported out of the Philippine s? Could ferronickel be considered? Koichi Ishihara, Vice President - Marketing and Procurement, Nickel Asia 12:00 NPI and its impact on global markets How significant is Indonesia s NPI production pipeline? What are the capex requirements of producing NPI? How will this impact the investment in traditional mainstream nickel plants? Will the emergence of a number of new NPI plants in Indonesia result in overcapacity? Is NPI really the reason for global nickel over capacity? Brian Chan, Marketing and Sales Director, PT Indoferro 12:30 Close of conference and networking lunch 14:00 International Nickel Study Group afternoon meeting to be held in the same venue 19:30 INSG hosted drinks reception open to all delegates at external location to be announced marketing@metalbulletin.com metalbulletin.com/events/nickel

7 INSG 27th General Session Tuesday, 25 April 2017 Wednesday, 26 April 2017 International Nickel Study Group meeting open to all International Nickel Conference participants. Delegates to the International Nickel Conference are cordially invited to participate in key sessions of the International Nickel Study Group 27th General Session taking place in Lisbon during the same week. INSG is an intergovernmental organization that serves to increase nickel market transparency and promote international discussions and cooperation on issues related to nickel. Times and venue: Tuesday, 25 April 2017 Wednesday, 26 April 2017 Time: 2.00pm pm Venue:nearby INSG Headquarters conference facilities Venue:DoubleTree by Hilton, Lisbon INSG meeting topics to include: INSG nickel market forecast Longer term mine and primary production capacity developments based on the INSG World Directory of Nickel Production Facilities Nickel in China and South-East Asia by a presenter from China Presentation on key issues impacting the mining industry in 2017 and beyond Latest developments in the world of stainless steel and its markets Latest world trends in the supply and demand of stainless steel scrap from the point of view of a large processor. Nickel market view from a nickel producer perspective For further information and to register your interest please contact the INSG secretariat by on insg@insg.org Note: Metal Bulletin Events reserves the right to alter the venue, timings and/or speakers

8 Sponsorship & exhibition opportunities Sponsoring and exhibiting at our events helps you to generate new business, promote your products and services, and maximise your brand presence in the market. We have the tools and data available to attract key sector professionals from the top businessess in the industry. Your existing and potential clients will be there; make sure you are too. Choose from a range of packages including Platinum, Gold, Silver or Bronze branding, or opt for Exhibition space. Get in touch and we will find a tailored solution that suits your needs. Get in touch for more information: Anete Strautmane Sponsorship & Exhibition Manager anete.strautmane@metalbulletin.com

9 Registration Get more for less We know that success can depend on have a winning team behind you making connections and securing deals. That s why in 2017 we ve introduced group rates, designed to give you more for less. Get your team involved at the only European event linking up the whole nickel supply chain. Easy ways to register marketing@metalbulletin.com metalbulletin.com/events/nickel Note: Invoice request deadline is 24 March Super early bird rate (until 3 February 2017) 1st delegate nd delegate rd + delegate Early bird rate (until 11 March 2017) 1st delegate nd delegate rd + delegate Full rate (after 11 March 2017) 1st delegate nd delegate rd + delegate SAVE 400 SAVE 200