AUSTRALIAN STAINLESS STEEL DEVELOPMENT ASSOCIATION
SPEAKERS
JIM LENNON
Managing Director, Red Door Research
Senior Consultant - Commodities Strategy, Macquarie Capital (Europe)
Jim has 41 years of experience in researching the international metals and mining industries.
Jim worked at Macquarie from 1994 to 2013, leaving in June 2013 to set up his own consulting company, Red Door Research Ltd. The consulting company specialises in the economic analysis of commodity markets. Jim remains a part-time consultant to Macquarie.
Until June 2013, he was Chairman of Commodities at Macquarie. Jim joined Macquarie in May 1994 and worked full-time for Macquarie for 19 years. He founded and headed up a 10-person research team in London, Singapore and Shanghai which serviced the equity, LME trading and corporate advisory divisions of the bank with steel, coal, metals and minerals research and market intelligence.
Jim and his team at Macquarie were regularly ranked number one in various surveys of commodities research among equity investors for over a decade.
Prior to Macquarie, Jim worked at CRU International, where he headed up a team specialising in special steels (including stainless steel) and steelmaking alloys (mainly manganese, silicon, chrome, nickel and molybdenum). While at CRU, Jim also undertook major studies on metallurgical coal and iron ore.
Jim's current major specialisations are the main base metals and steel industries and their raw materials including nickel, chrome, molybdenum, iron ore and coking coal.
Before joining CRU, Jim worked as a marketing analyst at New Zealand Steel. He has also worked as an Associate Director of Metals and Mining Research at Shearson Lehman Hutton Securities.
Jim has a Masters degree in economics from the University of Auckland, New Zealand. He has a strong interest in development economics.
PETER MUNCKTON
Chief Economist and Head of Market Strategy, Bank of Queensland (BOQ)
Peter is the Chief Economist and Head of Market Strategy at the Bank of Queensland (BOQ). He has worked at the Federal Treasury in Canberra, as well as senior economics roles at the Bankers Trust and CBA. He has co-authored reports on the Australian and Chinese financial systems that gained significant domestic and international media attention.
RICHARD MATHESON
Director, Market Development
Nickel Institute
Richard has worked in the nickel and stainless steel industries since 1987. His career began in Queensland Nickel with him later consulting on many of the new nickel projects of the era. Richard undertook the principal research into the establishment of the Australian Stainless Steel Development Association (ASSDA) and has worked with the organisation for the past 30 years, mainly as Executive Director. During his tenure the market for stainless steel more than doubled in Australia.
Richard has extensive knowledge of nickel and its applications and has helped establish and grow markets for nickel-containing products in diverse sectors, including concrete reinforcement, plumbing and civil engineering.
Richard began with the Nickel Institute in 2007. Today he leads the global Market Development team of the Institute to promote the use of nickel in appropriate applications which includes leading the Institute's batteries project.
SIMON PEPPER
Managing Director
SILA Global
Simon has been part of the shipping and logistics industry for 21 years and has been a licensed customs broker for 18 years. Simon spent 10 years working at a brokerage whose main commodities ranged from clothing, food, furniture, machinery, timber and handicrafts. Starting in a document clerk position, he worked his way up to import air and sea freight while studying for his customs broker licence. During this time, he was awarded twice as student of the year, and passed his national exam in 2003 to gain his licence and enter into a customs broker role.
In 2011, Simon assumed the role of Operations Manager at Steel Integrated Logistics Australia, now known as SILA Global. Since then, SILA Global has grown from six employees to a team of 26 spread across Australia and internationally. In 2016, Simon became Director - Customs & Operations and in late 2021, assumed the role of Managing Director.
SILA Global has grown its market share in the stainless space with quick turnaround times, exceptional customer service and careful handling. They provide end-to-end logistics services for their customers with collection, shipping, clearance and delivery, and offer transparency through their SV3 product. Heavily involved in container shipping, project cargo from full to part charter of steel products, as well as delivering 3000 coal wagons across Australia, Simon has a wide range of experience and knowledge in the industry.
XU AIDONG
Chief Analyst, Beijing Antaike Information Co., Ltd.
Secretary-General, CNIA Nickel Branch
Since 1993, Mrs. Xu has been working at Antaike, mainly engaged in non-ferrous metal industry consulting, market research, and large-scale conference organisation. She is a veteran in the minor metals sector, actively involved in the nickel, cobalt and stainless steel raw material fields stage worldwide. In recent years, Mrs. Xu has covered battery metals (nickel, cobalt, lithium) market research.
Since April 2010, Mrs. Xu holds the post of Secretary-General of CNCB (CNIA Cobalt Branch, and since November 2020, also holds the post of Secretary-General of CNNB (CNIA Nickel Branch).
Since August 2016, Mrs. Xu has acted as the independent director of Ganzhou Tengyuan Cobalt New Material Co., Ltd.
From 1986-1990, Mrs. Xu spent her undergraduate study in the Metal Forming Department, Beijing University of Science and Technology, receiving a Bachelor degree.
From 1990-1993, Ms. Xu spent her postgraduate study in the Metal Forming Department, Beijing University of Science and Technology, receiving a Masters degree.
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Contact us at assda@assda.asn.au to ask how you can join the PacRim Stainless stage.