Agenda Day 1

For day two agenda, click here

Registration and Morning Coffee
Welcome and Business Card Exchange
Leaders in Mining Investment Panel
Macro and Micro factors impacting the sector’s investment outlook
  • How are regional regulations impacting investment opportunities - Inflation Reduction Act, Canada’s new regulations on investing in critical minerals projects, etc.

  • Impact of the ongoing Russian invasion into Ukraine and the resulting sanctions on the market

  • What are some of the biggest risks to mining projects that you anticipate this year? Impact of growing ESG pressure, supply chain challenges, inflationary pressure, new regulations, and more

  • Investors’ roles in the energy transition - Where do you come in; what are some key areas of focus for the coming year?

Andrew Ballingal, CIO & Director, Ballingal Investment Advisors
Jorge Monroy, Founder & Managing Director, Emerging Markets Capital

Analyst Opener
China - Post-Covid Recovery, open borders, and the road forward
  • Impacts of China’s COVID lockdowns and what we can expect now that the country has opened up

  • Impact on metals, pricing, infrastructure and other property construction growth, etc.

  • Regulatory and other government-driven initiatives to further propel the growth of the economy and the impact on metals and mining

Mining CEO Presentations
Energy Transition Panel
Evolving roles for the upstream and downstream
  • Amongst growing geopolitical tensions, metals supply chains have shifted significantly and market players across the value chain are taking greater stake in securing the metals which will drive the energy transition

  • Evolving roles for downstream players within the upstream - Securing supply of key batter y metals and more

Betty Li, Managing Director, APAC Energy Transition & Natural Resources, Bank of America Merrill Lynch

Lunch and Networking
Battery Materials Investment Panel
Supply and demand in an age of elevated commodities prices
  • As supply deficits across the battery materials space persist, what is the outlook for these metals? What are some industry solutions that you see emerging?

  • Where is the financing coming from to encourage further exploration for key battery metals?

  • Battery chemistries - Where do you see regional differences emerging? What chemistries do you see growing in use in the coming years?

Ling Lu, Executive Director, Metals and Mining, Standard Chartered
Mark Newman, Founder, Electric Revolution Ventures
Cormac O’Laoire, Managing Director, Electrios Energy
Robert Wrixon, Managing Director, Starboard Global Ltd.

Studio Interviews: Investor/Analyst Q&A
121 Mining Investment Networking Drinks