Is Africa genuinely poised to benefit?
How should mine operators demonstrate responsible stewardship of assets in today’s climate - sell, spin-out or re-invest?
What opportunities and indeed threats can this create for junior miners?
How are natural resource fund managers evaluating sector risks and identifying successful companies?
Thoughts on evolving ESG principles - Are asset owners and institutions changing their message in line with a new generation’s values?
Philip Clegg, Portfolio Manager, Orion Resource Partners
Henry Steel, Portfolio Manager, Odey Asset Management
Hans-Arne l’orange, Head of Metals & Minerals, Clarksons
Cathy Nader, Principal, Mining & Resources Finance, Nedbank
Paul Quirk, Partner, Lionhead Capital
Top drivers and headwinds impacting metals markets
How significant is slower Chinese growth?
Which metals are set to perform well against the physical and financial markets today?
Across the metals complex where is the greatest supply tightness?
Colin Hamilton, MD Commodities Research, BMO
Veronica Bolton Smith, Investment Director, Palladium Group
Peter Major, Head of Mining, Mergence Capital Investors
David Merriman, Research Director, Project Blue
Given the continent’s vast renewable energy potential how are African nations poised to action their own low carbon industries?
How is the electrification and battery electric vehicle boom driving further investment into Sub-Saharan exploration?
Do OEMs and midstream players have a duty to allocate more capital to upstream projects and take on greater risk?
Jamie Strauss, Founder, Digbee
Kwasi Ampofo, Head of Metals & Mining, Bloomberg New Energy Finance
Julian Treger, CEO, Cotec & MD, Audley Capital
Erez Ichilov, Managing Director, Traxys
Taiwo Okwar, Vice President, African Finance Corporation
Matthew Tilleard, Co-Founder & Managing Partner, Crossboundary
Global demand outlook
A view across emerging projects
Namibia as the regional hub
Brandon Munroe, CEO, Bannerman Energy
Greg Cochran, Managing Director & CEO, Aurora Energy
Murray Hill, CEO, Elevate Uranium