AGENDA 2026*

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

*For paid delegates only.

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

*For paid delegates only.

Summit Registration

Registration Drinks - Sponsored by LME

WALT Expo 2026 Opens

Networking Lounges - Sponsored by ARZYZ

Radisson Lobby, 221 Blu Lounge & Fairmont Lobby

ALUMINUM LEADERSHIP PROGRAM

THE ALUMINUM INDUSTRY & THE NORTH AMERICAN MARKET

The Aluminum Industry Supply Chain & Its Workings

Understanding Aluminum Smelting Economics & Latest Cost Curve Intel

Networking Refreshment Break

Aluminum Pricing Structures & Their Determinants

The North American Aluminum Industry & Market Challenges Ahead

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

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

London Metal Exchange: How it Operates & Key Terminology

Networking Refreshment Break

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

Welcome Reception - Sponsored by Midal Cables

3rd Floor, Outdoor Terrace

Networking Breakfast - Sponsored by ALBA

Pacific Ballroom

WALT Expo Exhibits

Networking Lounges - Sponsored by ARZYZ

Radisson Lobby, 221 Blu Lounge & Fairmont Lobby

SESSION 1: ALUMINUM INDUSTRY FUNDAMENTALS & OUTLOOK

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

Jorge Vazquez, HARBOR Aluminum, Founder & Managing Director

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

The Chocolate Bar Experience By HARBOR

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

Jesus Villegas, HARBOR Aluminum, Lead Scrap Market Intelligence

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

Moderators: Jorge Vazquez, HARBOR Aluminum, Founder & Managing Director
                            Patrick Keating, HARBOR Aluminum, Flat Rolled Products Analyst

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

Live Poll

Networking Refreshment Break - Sponsored by Alubar

Atlantic Foyer

SESSION 2: FIRESIDE CHAT

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

On-stage Interview with Robert Lighthizer, U.S. Trade Ambassador 2017-2020

Networking Lunch - Sponsored by OARC

Pacific Ballroom

SESSION 3: KEYNOTE SESSION

AMERICA’S ALUMINUM COMEBACK & THE NEW OKLAHOMA SMELTER

SESSION 4: ALUMINUM FLAT ROLLED PRODUCTS

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

Jorge Vazquez, HARBOR Aluminum, Founder & Managing Director

Mixology Experience by HARBOR

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

Moderators: Jorge Vazquez, HARBOR Aluminum, Founder & Managing Director
                            Patrick Keating, HARBOR Aluminum, Flat Rolled Products Analyst

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

Networking Refreshment Break - Sponsored by FRACSA

Atlantic Foyer

SESSION 5: EXCHANGE DEVELOPMENTS

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

Networking Drinks & Live Music - Sponsored by CME Group

Atlantic Foyer

Networking Breakfast - Sponsored by PerenniAL

Pacific Ballroom

WALT Expo Exhibits

Networking Lounges - Sponsored by ARZYZ

Radisson Lobby, 221 Blu Lounge, Fairmont Lobby

SESSION 6: ALUMINUM MARKETS WITH UNIQUE TRENDS

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

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

Jesus Villegas, HARBOR Aluminum, Lead Scrap Market Intelligence

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

Patrick Keating, HARBOR Aluminum, European Scrap Analysis

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

Live Poll

Networking Refreshment Break - Sponsored by Century Aluminum

Atlantic Foyer

SESSION 8: ALUMINUM VALUE-ADDED PRODUCTS

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

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

End of Summit & WALT Expo 2026