AGENDA 2026*

*Subject to change without notice.

TUESDAY – JUNE 2, 2026

6:30 - 14:15

Harbor’s 12th Golf Classic (Cog Hill Golf Club) - Sponsored by Metal Exchange

*For paid delegates only.

7:15 - 10:30

HARBOR’s 5K Networking Run (DuSable Harbor) - Sponsored by Royce Corp.

*For paid delegates only.

9:30 - 17:00

Summit Registration

Atlantic Foyer
9:30 - 17:00

Registration Drinks - Sponsored by LME

Atlantic Foyer
9:30

WALT Expo 2026 Opens

Atlantic Foyer
9:30

Networking Lounges - Sponsored by ARZYZ

Radisson Lobby, 221 Blu Lounge & Fairmont Lobby

ALUMINUM LEADERSHIP PROGRAM

LEVEL 1

THE ALUMINUM INDUSTRY & THE NORTH AMERICAN MARKET

*For paid delegates only. | Pacific 1-2 Ballroom
13:00

The Aluminum Industry Supply Chain & Its Workings

Patrick Keating, HARBOR Aluminum, Flat Rolled Products Analyst
13:45

Understanding Aluminum Smelting Economics & Latest Cost Curve Intel

Fabio Garcia, HARBOR Aluminum, Senior Raw Materials Analyst
14:30

Networking Refreshment Break

Pacific Foyer
14:45

Aluminum Pricing Structures & Their Determinants

Jesus Villegas, HARBOR Aluminum, Lead Scrap Market Intelligence
15:30

The North American Aluminum Industry & Market Challenges Ahead

Juan Betancourt, HARBOR Aluminum, Lead Primary Value-Added Products Intelligence
LEVEL 2

SCRAP MARKET, LME’S WORKINGS & ALUMINUM PRICE RISK MANAGEMENT

*For paid delegates only. | Pacific 3 Ballroom
13:00

Aluminum Scrap Market: What it is, How it Works & Why it is Important

Jesus Villegas, HARBOR Aluminum, Lead Scrap Market Intelligence
13:45

London Metal Exchange: How it Operates & Key Terminology

Gerardo Solorio, HARBOR Aluminum, Head LME & Aluminum Industry Analysis
14:30

Networking Refreshment Break

Pacific Foyer
14:45

Aluminum Price Risk Management I & II (Physical Trading & LME)

Tim Weiner, HARBOR Aluminum, Lead Pricing & Risk Management
16:45 - 18:45

Welcome Reception - Sponsored by Midal Cables

3rd Floor, Outdoor Terrace

WEDNESDAY – JUNE 3, 2026

7:00 - 8:00

Networking Breakfast - Sponsored by ALBA

Pacific Ballroom

7:00 - 19:00

WALT Expo Exhibits

Atlantic Foyer
7:00 - 19:00

Networking Lounges - Sponsored by ARZYZ

Radisson Lobby, 221 Blu Lounge & Fairmont Lobby

Start of The Summit

SESSION 1: ALUMINUM INDUSTRY FUNDAMENTALS & OUTLOOK

Moderators: Jorge Vazquez, HARBOR Aluminum, Founder & Managing Director (Panel)
                             Patrick Keating, HARBOR Aluminum, Flat Rolled Products Analyst (Panel)
                             (Atlantic Ballroom)
8:00

"PAJARITO" - THE EXPECTED UNEXPECTED BULL MARKET:
World Aluminum Market & LME/CME Price Outlook 2026-2027

Jorge Vazquez, HARBOR Aluminum, Founder & Managing Director

8:45

AMERICA'S "SACRED" TARIFFS & WHY ALL COUNTRIES WANT A PIECE OF IT:
MW, Rotterdam and MJP P1020 Premium Outlook 2026-2027

Jorge Vazquez, HARBOR Aluminum, Founder & Managing Director

9:00 - 13:00

The Chocolate Bar Experience By HARBOR

Atlantic Foyer
9:35

ANOTHER SHADE OF GREEN:
How Market & Non-Market Forces are Shaping the Green Aluminum Race

Jesus Villegas, HARBOR Aluminum, Lead Scrap Market Intelligence

10:05

HOT MARKET TOPICS PANEL: Middle East Metal Disruptions, Resourcing and Logistical Challenges, Most Promising Demand Segments and Regions, Section 232 Tariff Effects and Expectations, Europe's "Struggles" vs. America's "Revival"

Hisham Alkooheji, ALBA, Chief Marketing Officer
Bennett McEvoy, Western Extrusions, President
Eugenio Clariond, Grupo Cuprum, Chairman
Rob Van Gils, Hammerer Aluminium Industries, Chief Executive Officer
Brian Hesse, PerenniAl, Chief Executive Officer
Khalid A. Latif, Midal Cables, Group Executive Officer

10:50

Live Poll

11:00

Networking Refreshment Break

Atlantic Foyer
11:15

2026 AWARD - WORLD'S ALUMINUM EXECUTIVE OF THE YEAR

Atlantic Ballroom

HARBOR's Gene Greenberg Annual Award For World's Aluminum Executive of the Year

Award Judges:
Walid Al Attar, Dubal Holdings, Member of the Board
Rich Markiewicz, HARBOR Aluminum, Senior Advisor Physical Trading
Guy Riviere, Scepter, Vice President
Jorge Vazquez, HARBOR Aluminum, Founder & Managing Director

SESSION 2: FIRESIDE CHAT

Host: Jorge Vazquez, HARBOR Aluminum, Founder & Managing Director
(Atlantic Ballroom)
11:30

NO TRADE IS FREE:
The Trump Tariff Agenda, "Champagne Globalism", and the Journey Ahead

On-stage Interview with Robert Lighthizer, U.S. Trade Ambassador 2017-2021

12:20 - 13:50

Networking Lunch - Sponsored by OARC

Pacific Ballroom

SESSION 3: KEYNOTE SESSION

Host: Jorge Vazquez, HARBOR Aluminum, Founder & Managing Director (Panel)
(Atlantic Ballroom)
13:50

AMERICA’S ALUMINUM COMEBACK & THE NEW OKLAHOMA SMELTER

Jesse Gary, Century Aluminum, President & CEO

SESSION 4: ALUMINUM FLAT ROLLED PRODUCTS

Moderators: Jorge Vazquez, HARBOR Aluminum, Founder & Managing Director (Panel)
                            Patrick Keating, HARBOR Aluminum, Flat Rolled Products Analyst (Panel)
                            (Atlantic Ballroom)
14:35

AMERICA’S UNPRECEDENTED MILL BONANZA:
Common Alloy, Cansheet, Autosheet & Foil Market and Price Outlook 2026–2027

Jorge Vazquez, HARBOR Aluminum, Founder & Managing Director

15:00 - 19:00

Mixology Experience by HARBOR

Atlantic Foyer
15:20

STRATEGIC FLAT ROLLED PRODUCTS PANEL:
Discussion on Cansheet, Common Alloy, Autosheet & Foil Market Trends and Outlook

Miguel Alvarez, Aluminum Dynamics, Chief Executive Officer
Omar Al Balushi, Oman Rolling Aluminium Company, Chief Executive Officer
Mike Otero, Jupiter Aluminum, Executive Vice President
Brad Thomas, Granges, Senior Vice President
Brandon Roush, Flack Global Metals, Vice President Aluminum

16:10

Networking Refreshment Break

Atlantic Foyer

SESSION 5: EXCHANGE DEVELOPMENTS

Moderator: Tim Weiner, HARBOR Aluminum, Lead Pricing & Risk Management (Panel)
(Atlantic Ballroom)
16:25

STRATEGIC EXCHANGE PANEL:
DEGLOBALIZATION, EXCHANGE COMPETITION & MARKET EVOLUTION

Jin Hennig, CME Group, Managing Director & Global Head
Hugo Brodie, London Metal Exchange, Head of Metal Trading

16:25

WALT TECH PAPER (Location: Caribbean/Caspian Room)
FURNACE TECHNOLOGY: Digital Twin Furnaces, Smart Revolution

Iñigo Guinea, GHI Smart Furnaces, Chief Executive Officer

17:05

Networking Drinks & Live Music - Sponsored by CME Group

Atlantic Foyer

THURSDAY – JUNE 4, 2026

7:00 – 8:00

Networking Breakfast - Sponsored by PerenniAL

Pacific Ballroom

7:00 - 12:00

WALT Expo Exhibits

Atlantic Foyer
7:00 - 12:00

Networking Lounges - Sponsored by ARZYZ

Radisson Lobby, 221 Blu Lounge, Fairmont Lobby

SESSION 6: ALUMINUM MARKETS WITH UNIQUE TRENDS

Atlantic Ballroom
8:00

WHEN THE SUN SHINES FOR LONG:
North America & European Aluminum Foundry and
Wire & Cable Market Outlook 2026–2027

Juan Betancourt, HARBOR Aluminum, Lead Aluminum Value-Added Products

SESSION 7: ALUMINUM SCRAP, SECONDARY & RECYCLING OUTLOOK

Moderators: Jesus Villegas, HARBOR Aluminum, Lead Scrap Market Intelligence
                            Patrick Keating, HARBOR Aluminum, European Scrap Analysis
                            (Atlantic Ballroom)
8:35

RECORD RECORD RECORD:
US Tariffs & North America's Aluminum Scrap Market Outlook 2026–2027

Jesus Villegas, HARBOR Aluminum, Lead Scrap Market Intelligence

9:10

SCRAP MIGRATION & THE GREEN DEVOLUTION:
European Aluminum Scrap Market Analysis & Outlook 2026–2027

Patrick Keating, HARBOR Aluminum, European Scrap Analysis

9:45

STRATEGIC SCRAP PANEL: Key Players Share Their Views on Current Trends & Challenges in the North America and European Scrap and Secondary Markets

Vishaal Bisheshar, HEINEKEN, Global Upstream Procurement
Joe Tomolo, SIMS Aluminisource, Director Business Development
Joan Campmajo, Acin Recycling Metals, Chief Executive Officer
Michel Bandel, Royce Corporation, Vice President of Trading and Metal
Ben Pope, Sortera, Chief Operating Officer
Jaime Lujan, ARZYZ, Director

10:30

Live Poll

10:40

Networking Refreshment Break - Sponsored by Century Aluminum

Atlantic Foyer

SESSION 8: ALUMINUM VALUE-ADDED PRODUCTS

Atlantic Ballroom
10:55

US BULLISH EPOCH, IMPORT ADJUSTMENTS & EUROPEAN STRUGGLES:
Extrusion & Billet Market Outlook in North America & Europe 2026–2027

Juan Betancourt, HARBOR Aluminum, Lead Primary Value-Added Products

11:30

LOCKING IN VALUE:
LME Price Value, Hedging Analysis & Outlook 2026-2027

Jorge Vazquez, HARBOR Aluminum, Founder & Managing Director
12:10

End of Summit & WALT Expo 2026