No export without import – a financier perspective on European commodity security
With: Hauke Burkhardt, MD, Head of trade finance & lending, Deutsche Bank
09:30
Institutional Investment Panel
Discussing the Megatrends Placing Metals and Mining Projects in a New Context for Europe
With significant uncertainty in capital markets, where are we in the mining cycle and why could it be different this time?
Discussing the dramatic changes happening in core European industries around decarbonisation and critical minerals supply
Understanding the metals required for the energy transition - how short are we and what do we need to invest to make up the gap?
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?
Moderator: Stefan Muller, CEO, DGWA
Panellists: Michael Waitz, Director Origination & Structuring, Resources & Recycling, Head of Metals & Mining, KFW IPEXBank
Danuta Tuchorska, Business Develioment Manager, EIT Raw Materials
Sandra Primiero, Global Head TF & L Natural Resources, Deutsche Bank
Mining CEO Presentations
10:10
Simon Hay, MD, Leo Lithium
10:20
JP Vargas de la Vega, MD, Galan Lithium
10:30
Brad Nichol, President & CEO, Alpha Lithium
10:40
Killian Charles, President, Brunswick Exploration
10:50
Todd Ross, MD & CEO, Nordic Nickel
11:00
EV Market Outlook Presentation
Analysis of the Raw Materials Supply Challenge for German Automotive Companies
How Chinese output drops, rising OPEX and war in Europe are disrupting the electromobility movement
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
With: Wolfgang Bernhart, Senior Partner, Head of Technology & Innovation at the Automotive Competence Center, Roland Berger
Mining CEO Presentations
11:30
Tim Harrison, MD, Ionic Rare Earths
11:40
Mark Learmonth, CEO, Caledonia Mining
11:50
Vincent Algar, MD, Australian Vanadium
12:00
David Grondin, President & CEO, TomaGold
12:10
Kimberley Ann, Founder, CEO & Director, Lahontan Gold
12:20
Vikas Ranjan, CEO, Vortex Metals
12:30
Fernando Ganzoa, CEO, Atico Mining
12:40
Christopher Cairns, Executive Chair & MD, Stavely Minerals
12:50
Garry Thompson, Chairman & CEO, Brixton Metals
13:00
Lunch and Networking
Mining CEO Presentations
14:00
Paul Burton, MD & CEO, TNG
14:10
Ralph Rushton, President & CEO, Aftermath Silver
14:20
Matt Halliday, President & CEO, Canada Silver Cobalt Works
14:30
Alberto Morales, Founder, Executive Chairman & Director, Andean Precious Meals
14:40
Tom Peregoodoff, President & CEO, Apollo Silver
14:50
Michael Williams, President, CEO & Director, Vendetta Mining
15:00
Decarbonisation and Mining 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 shor tages?
Which projects stand to make the greatest impact to European critical minerals supply?
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?
What is the battery sector view of upstream projects? Are supplyside and industry OEMs coming closer through practice and capital provision?
With: Antony Beckmand, CEO, Kuniko Limited Robert Baylis, Portfolio Manager, InnoEnergy Fund Danielle Chigumira, Director Metals & Mining, Credit Suisse Wolfgang Bernhart, Senior Partner, Head of Technology & Innovation, Automotive Competence Center, Roland Berger
Mining CEO Presentations
15:40
Jeremy McManus, General Manager, Neometals
15:50
Andrew Radonjic, MD, Venture Minerals
16:00
William Sheriff, Executive Chairman, enCore Energy