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 IPEXBank
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