Agenda Day 1

For day two agenda, click here

08:00
Registration & morning coffee
08:50
Welcome and business card exchange
09:00
Industry keynote
Understanding the investment opportunity for metals in a sustainable world

  • Can (and how will) Europe secure its own supply chains?

09:00
Investment funds panel
Discussing the megatrends placing metals and mining projects in a new context for investors

  • With significant uncertainty in global equity markets, where are we in the mining investment cycle?

  • Are we at an inflection point in this commodities bull market? How does the panel see th from here

  • Understanding the metals required for the energy transition to meet decarbonization goals

  • How will Russia / Ukraine impact the transition? Quantifying Germany’s shortfall in critical minerals

  • How are mining companies becoming more relevant for thematic and ESG funds?

Panellists include:
Michael Waitz, Director Origination & Structuring, Resources & Recycling, Head of Metals & Mining, KFW IPEX Bank

Hauke Burkhardt, Head of trade finance & lending, Deutsche Bank

10:20
Mining CEO presentations
11:30
EV market outlook presentation
Analysis of the raw materials supply challenge for German automotive companies
  • Challenges of COVID shutdowns, rising prices and shortages of raw materials from Ukraine and Russia - disruption to ramping up electromobility
  • Fundamental analysis of What raw materials Germany needs
  • No blueprint for OEMs - who is at risk? Are OEMs focusing on the wrong end of the supply chain?
  • Europe racing ahead in EV investment - where is the shortfall?
  • What is the next evolution of adopted battery chemistry?
  • Chinese battery megafactory capacity growth vs EU vs US

Wolfgang Bernhart, Senior Partner, Head of Technology & Innovation at the Automotive Competence Center, Roland Berger

12:00
Mining CEO presentations
13:00
Lunch and networking
14:00
Mining CEO presentations
15:10
Analyst presentation
European commodity risks to 2030 - Dynamics of raw materials in lithium-ion batteries and hydrogen electrolysis
  • Identifying inconsistencies in broker reported Lithium supply - focus on battery-grade lithium
  • Lithium supply concentration - the limiting factor to automotive transformation and European cell manufacturing
  • The challenge - excessive investment in upstream required to increase battery-grade lithium supply
  • PGMs dynamics - with Russian and Ukrainian supply now off-line

Michael Schmidt, Economic Geologist & Senior Analyst, DERA/BGR

15:40
EVs panel
Uniting mining with the restructuring of the automotive industry
  • As EV sales reach record levels (26% of new automotive sales globally in 2021), how will the battery industry cope with present supply risks, like lithium and semiconductor shortages?
  • What are the game changing lithium extraction technologies? Which projects stand to make the greatest impact to European supply?
  • Scaling recycling and circular economy in practice
  • Risk of competing technologies eroding lithium demand – Lithium-ion vs Sodium-ion batteries for example
  • Are sustainable thematic funds comfortable investing in upstream mining projects?

André Majdalani, Global Director, Sales & Marketing, AMG Lithium

16:00
Mining CEO presentations
17:00
121 Mining Investment networking drinks

Join us for drinks, lite food and music in the venue’s generous networking space to refresh and relax