Agenda Day 1
For day two agenda, click here
08:00
Registration and Morning Coffee
08:55
Welcome and Business Card Exchange
09:00
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?
With:
Andrew Ballingal, CIO & Director, Ballingal Investment Advisors
Jorge Monroy, Founder & Managing Director, Emerging Markets Capital
10:00
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
11:30
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
With:
Betty Li, Managing Director, APAC Energy Transition & Natural Resources, Bank of America Merrill Lynch
13:00
Lunch and Networking
14:00
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?
With:
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.