TiO2 World Summit 2019 Agenda

Day one-1 Oct

INDUSTRY OUTLOOK (Joint with Pigment and Colour Science Forum)

Chaired by Reg Adams | Chief Executive of Artikol and Bill Eibon | Founder, Chief Scientist of Adawe Material Science LTD

  1. Chairs' opening remarks

  2. Global overview of the TiO2 & coloured pigment industries

    Reg Adams | Chief Executive of Artikol

    • The macroeconomic background, industrial growth & trade
    • Rising influence of other factors: climate change, sustainable development, health & safety
    • Importance of pigments
    • Trends in pigment end-use applications
    • Recent events in the pigment & allied industries
    • Impact of legislation
    • Innovations & technological advances
    • The world of TiO2 & coloured pigments in 2030
  3. Industry snapshot from the perspective of a leading pigment manufacturer

    Stefan Suetterlin | Vice President Business Management of BASF Colors & Effects GmbH

    Amidst many global challenges, such as a deteriorating economical climate, increasing trade barriers and general inter-regional tensions, profitability pressure has an ever stronger effect on the entire colour value chain. As a consequence, the coloured and effect pigment industry landscape is changing. In this presentation, one of the leading pigment manufacturers will share its thoughts on the background for these changes and how challenges will develop during this transformation process and what implications might result. 

  4. A view on pigments from Wall Street

    Frank J. Mitsch | Senior Managing Director of Fermium Research

    After a horrific 2018, the pigment suppliers’ equities have rebounded year-to-date with Tronox’s acquisition of Cristal (finally) yet to fully play out in the industry.  Furthermore, uncertainties over demand,  market stabilization pricing, Chinese supply, etc. have weighed on the sector.  Higher level, chemical equities as a whole have been mixed and materially impacted by geopolitical issues, commodity pricing, weather, etc. 

    • Review historical swings in results and equity performance for pigments, downstream coatings companies and the chemicals industry 
    • Detail the changing landscape and the associated shift in producers’ approach to more rational pricing behaviour
    • Explain the interplay of feedstocks for producers and highlight the benefits of vertical integration
    • Examine company specific factors that have weighed on/propelled equity prices
    • State the current views from Wall Street and expectations for future share price performance
  5. Networking break

  6. What could the classification of TiO2 mean for your business?

    David Lockley | Product Defence and Toxicology Manager of Venator Materials Plc. and of Chair of TDMA Scientific Committee

    The proposed classification by the European Commission has been the most discussed classification file ever and despite significant concerns raised by many Member States, the Commission seems determined to move forward. The classification of TiO2 as a potential carcinogen could impact many downstream applications and severely effect the recyclability of many products preventing the Commission from meeting its own circular economy targets. The Titanium Dioxide Manufacturers Association (TDMA) have complete confidence in the safety of TiO2 and the group is investing Euro 14 Million to address any uncertainties that the Commission may have. This presentation shares where we are to date with the classification proposal and potential timeline and explores possible downstream implications should the proposal move ahead.

  7. Today’s sustainability and ethical considerations for colour

    Jodi J. Francis | Buyer-Colours of LUSH

  8. Networking lunch

TIO2 PRODUCER SPOTLIGHT

Chaired by  Karin Tynelius | Advisor of Mineral Markets

  1. Tronox: A brilliant advantage

    Jeffry N. Quinn | Chairman and Chief Executive Officer of Tronox Holdings plc

  2. Delivering new chloride capacity

    Bruce Griffin | Senior Vice President Strategic Development of Lomon Billions

    Lomon Billions is the largest Chinese TiO2 pigment producer and exporter and 3rd largest TiO2 pigment producer globally. During 2019 Lomon Billions will complete construction of 2 new 100,000 tonne capacity chloride pigment lines with commercial production expected in 2H 2019.

TRENDS & INFLUENCES

Chaired by Bruce Griffin | SVP Strategic Development of Lomon Billions

  1. Untangling the future of the TiO2 industry

    Gerry Colamarino | Managing Director of TiPMC Solutions

    The TiO2 industry has experienced its most unstable decade.  Supply, demand, inventory, and pricing have seen unimagined variability.  China has become the leading supplier and consumer on the industry, while large chemical conglomerates have divested parts of their companies where TiO2 is now the main revenue and cash generator.  Costs are ever increasing, as the feedstock industry confronts declining reserves and less attractive replacement and growth projects.

    TiPMC Consulting seeks to examine the past decade and projects the implications of today’s decisions on the 2020’s.  TiPMC examines the key uncertainties, and projects potential scenarios implied by the most current developments.

    • Review data trends from current history, and compare and contrast from the past
    • Identify key issues currently facing the industry
    • Implications of potential scenarios for the 2020’s.
    • Key upcoming decisions that will influence the industry for many years to come
  2. Networking break

  3. Huge consumption potential to support China’s TiO2 prices

    Usman Khan Niazi | CEO of Kcomber Inc.

    Global TiO2 consumption has maintained a 3.5% CAGR in 2014–2019. With strong momentum from China, Asia motivates the increase in consumption with a CAGR of 5%. China has become the largest TiO2 consumer, predicted to consume 2.85 million tonnes of TiO2 in 2019. In the next 3–5 years, the growth rate of TiO2 demand in China will surpass that of the industry, indicating an imbalance between supply and demand that will push up TiO2 prices.

    • China’s TiO2 consumption by industry and the features, 2016–2018
    • Capacities and competition strategies of China’s coating, plastic and paper manufacturers, 2016–H1 2019
    • Capacity elimination in the downstream segments of the TiO2 industry out of environmental and technical issues, 2016–H1 2019
    • Growth drivers and investment of China’s coating, plastic and papermaking industries, 2016–2018
    • Market size of the downstream segments of the TiO2 industry and price forecast of major products, 2019–2021
  4. How far we have come in the past two years and where we still need to go: harmonized classification, labelling, packaging (CLP) regulation for TiO2

    Prof. Dr. Damjana Drobne | Head of the group for Nanobiology and Nanotoxicology of Univeristy of Ljubljana

    The aim of the presentation is to reflect on events related to CLP for TiO2 after World Summit 2017 where the topic was highlighted. In the two following years, discussions among stakeholders unveiled several complexities, uncertainties and controversies regarding CLP for TiO2. As a result, there is no conclusion yet on the Annex VI entry for the TiO2. The exacerbated divergences among those concerned eroded confidence in risk decision processes. The new EU H2020 projects on risk governance will address a transparent, transdisciplinary and science-based Risk Governance Framework (RGF) for managing nanotechnology risks and will go beyond nanomaterials.

    • Harmonized classification, labelling, packaging (CLP)
    • Risk Governance Framework (RGF)
    • EU H2020 project NanoRIGO
  5. Snapshot panel: New for TiO2

    Speakers include Sheffield Resources, VELTA RD TITAN LLC and Yibin Tianyuan Group

    Presenters from across the supply chain will give short presentations on the status of their projects and, where appropriate, expected time to market, before a joint Q&A.

    Speakers include:

    Andriy Gonchar, Deputy CEO-Technical Director, VELTA RD TITAN LLC

    Yun Luo, Chairman, Yibin Tianyuan Group Co., Ltd.

    Bruce McFadzean, Managing Director, Sheffield Resources Ltd

  6. Chair's closing remarks

    Bruce Griffin | Senior Vice President Strategic Development of Lomon Billions

  7. Networking drinks reception

Day two-2 Oct

SUPPLY AND DEMAND

Chaired by Jean-François Turgeon | Executive Vice President and Chief Operating Officer of Tronox

  1. Chair's opening remarks

  2. Influence of the product suite on the value of a feedstock project

    Dr. Karin Tynelius | Advisor of Mineral Markets

    Many aspects have to be considered when evaluating a Mineral Sands project.

    Mine life is, with virtually no exceptions, long enough that an asset will be exposed to the variations of several price cycles.  It is therefore important to achieve long term robustness that can assure stability of the business.  

    Multiple products – “by-products” or “co-products” - is one of the most sought-after features of a feedstock project.  Some products, such as rutile and zircon, have a higher intrinsic value than ilmenite.  In other cases, different timing in their price cycles, for example between TiO2 slag and pig iron, may allow one product compensate for low revenues in another product.  Vertical integration, from ore to an enriched product or from TiO2 feedstock to pigment can be another alternative to reduce variability.

    This presentation will look at some different business cases to discuss the pros and cons of various product and co/by product suites.

  3. Addressing the supply deficit

    Robert Gibney | General Manager Titanium Dioxide (TiO2) Sales of Iluka Resources

    This presentation will provide an update on the mineral sands industry and specifically high grade feedstocks for the pigment industry.  Lack of investments due to poor industry profitability (low sustained pricing) over the last several years has led to a structural deficit in supply which will last for a number of years.  Explore how Iluka is addressing the deficit and how they see the industry going forward. 

  4. Feedstock for titanium pigment - potential Indian resources

    Deependra Singh | Chairman & Managing Director of IREL (India) Limited

    In India Feed stock of titanium pigment occurs in the form of Heavy Minerals (HM), Ilmenite, rutile  and leucoxene, titanium bearing minerals occurs in varying concentrations all along  the coastal stretches and inland areas of the country. Extensive  exploration activities have been undertaken by Government of India and resource of 1173 million tons HM has been is established. IREL is leading  state-owned enterprise to exploit such mineral resources.  On grounding the project, IREL  would be able to cater the need of pigment manufacture to the extent of 1.2 million tonnes of ilmenite.  Beside Industry need with respect to associated minerals would also be met to a larger extent.

  5. Networking break

TIO2 INNOVATIONS

Chaired by Bruce Griffin | SVP Strategic Development of Lomon Billions

  1. The age of sustainability: what it means for the TiO2 industry

    Sean Molloy | CEO of Avertana

    From street protests, to Hollywood stars addressing the UN, sustainability is a topic growing visibly in the public mind. The ecological impact of purchases has increasing influence on peoples’ choices. What does this mean for something as ubiquitous as TiO2, and how does Avertana’s steel mill waste to pigment process deliver a more sustainable supply chain?

  2. Sustainability title to be announced

    Senior representative of TDMA

  3. New approaches to sustainable opacity

    Andy White | Business Unit Director Paints and Plastics of FP Pigments OY

    The launch of FP-Pigments in 2009 introduced a unique opacifier to the Coatings and Plastics industry. Now established as a requisite material for opacity optimisation, we continue to develop our products and technical knowledge of their performance. Our understanding of how the pigments function and interact with existing “standard” TiO2 has led to new innovations and strategies to correctly target their usage across the different applications. Recent work, focussing on the understanding of the potential of optimal TiO2 spacing, has led to targeted strategies for the implementation of TiO2 reduction and optimisation which delivers both cost savings and increased industry sustainability.

    • Review of FP-Pigments TiO2 technology
    • Product sustainability
    • Focus on TiO2 optimisation in decorative economic quality paints
    • Strategic implementation in the masterbatch industry
    • Application in other Coatings and Plastics areas
  4. Networking lunch

FUTURE NEEDS ACROSS THE WHITE AND COLOURED PIGMENTS SECTORS (Joint with Pigment and Colour Science Forum)

Chaired by Reg Adams | Chief Executive of Artikol and Bill Eibon | Founder, Chief Scientist of Adawe Material Science LTD

  1. Chairs' opening remarks

  2. Fireside chat: The science of paintings: lighting, pigments and perception

    Prof. Dr. Gerhard Pfaff | Professor for Inorganic Chemistry and Expert in Pigment Research of Technical University of Darmstadt and Merck KGaA and Dr. Frank J. Maile | Global Technical Director of SCHLENK Metallic Pigments GmbH

    Thanks to sophisticated scientific characterization techniques for materials of all kind, it is nowadays also possible to identify exactly the components of ancient and contemporary paintings including the pigments used. Another aspect is the investigation and consideration of paintings under varying illumination, which was further enhanced by the development of modern light sources.

    Besides selected aspects of analytical methods and material science with regard to pigments and paintings, the dialogue will cover further related subjects, such as the illumination of paintings using modern LEDs and its impact on the perception of paintings

  3. Future paint trends and how they impact on the pigment sector

    Dr Stefan C. Wieditz | R&D Director, Strategic Color Initiatives of The Sherwin-Williams Company

  4. How should the industry respond and move forward from here?

    Members of the Advisory Board

    Members of the Advisory Board from both conferences discuss how the information that has been shared over the last two days should influence your everyday business activities from today.

  5. Chairs' closing remarks and close of TiO2 World Summit

    Reg Adams, Chief Executive, Artikol and Bill Eibon, Founder, Chief Scientist, Adawe Material Science LTD