Agenda Day 2

For day one agenda, click here

08:30
Registration and Morning Coffee
09:30
Commodities Outlook Panel
Sector insights and expectations for 2023 and beyond
  • China’s pivot away from zero-Covid, the continued war in Ukraine, and other geopolitical factors - Impact on metals supply, demand, and pricing

  • The LME ended 2022 with its smallest metals stockpiles in at least 25 years - What are some impacts you expect from the growing gap between supply and demand for key metals?

  • 2023’s top metals - What do our analysts and investors expect to be the best performing metals and why? Impact of the energy transition

With:
Jason Chang, Co-Founder, CEO, and Managing Director, EMR Capital
Warren Gilman, Founder, Chairman and CEO, Queens Road Central Capital

Studio Interviews: Investor/Analyst Q&A
11:00
Analyst Insights
Investing in the Rare Earth Elements

With:
Thomas Kruemmer, Director, Ginger International Trade & Investment

11:30
Precious Metals Investment Panel
Investment strategies and outlook for 2023
  • Navigating the global macro environment and how inflation, Fed rate hikes, China’s years-long slowdown and eventual re-opening, and more are impacting the precious metals markets - How can investors best position themselves?

  • Value creation and the role for precious metals in an investment portfolio

  • Is a lack of growth potential inhibiting investor confidence in the sector? What do shareholders want from companies - dividends, reducing costs, investing in exploration or acquisitions?

  • M&A outlook – is consolidation a natural course for the junior tier now?

  • How to find value in junior exploration and development - Strategies for investors

With:
Samson Li, Private Investor
Kevin McElligott, Managing Director – Australia, Franco-Nevada Corporation

13:00
Lunch and Networking
14:00
China Outbound Panel
Where are China’s top investors focusing?
  • What regions and commodities are China’s largest miners and metals investors looking to grow their businesses?

  • Opportunities for collaboration and partnerships - What is the investment community looking for?

  • How is the energy transition impacting China’s metals and mining investors?

Studio Interviews: Mining CEO Q&A
17:30
Close of Conference and Closing Drinks