Day 2

Wednesday 23 October 2019

08:00 Registration and breakfast

09:15 Day two opening

09:20 Investment strategies panel: Tariffs, investment flows and strategic rivalries – Macro-outlook for the mining industry in 2020 
• Trade wars and resource nationalism: threats and opportunities for the mining investor
• Currencies and commodity prices – Examining the outlook for inflation and interest rates and the impact on metals prices
• Where next for global stock markets: how will mining equities perform relative to global stock indices?
• Winners and losers across the commodities spectrum:  Our panellists’ picks of the hottest and coldest metals and minerals in 2020

Panellists include:
Helen Lau, Analyst, Metals & Mining Research, Argonaut
Oliver Ramsbottom,Partner, McKinsey & Company
Warren Gilman, Chairman & CEO, Queen’s Road Central Capital

10:00 Guest keynote: Exploring outbound investment opportunities in Uranium
• CGN Mining – history, investment opportunities, growth plans, and more
• What you look for in potential investments – criteria for investing
• De-carbonization of China and what this means for CGN Mining and the China nuclear market

Chen Deshao, Chief Financial Officer, CGN Mining

10:30 Coffee & networking

11:00 Christian Price, CEO, Resources and Energy Group
11:10 Peter Fox, Corporate Development & IR Manager, Mineral Commodities
11:20 Kris Knauer, Managing Director, Challenger Exploration

11:30 Copper investment outlook:The approaching supplyside squeeze

• Global consumption outlook: How significant is the electrification of transportation on total copper usage?
• Supply-side outlook
• From Zambia, Peru, DRC and Chile: To what extent could community action, strikes and resource nationalism in key copper producing regions cause a supply-side shock?
• Price outlook for 2020
• Where are the significant new copper discoveries being made?

Oliver Ramsbottom,
Partner, McKinsey & Company

12:10 Thomas Ullrich, CEO, Aston Bay
12:20 Harry Anagnostaras-Adams, Managing Director, Kefi Minerals
12:30 Jason Brewer, Managing Director, Force Commodities
12:40 Artem Volynets, CEO, Chaarat Gold Holdings

13:00 Lunch and networking

14:00 Nickel investment outlook:Identifying opportunities in a multi-speed sector
• Outlook for stainless steel production
• Impact of Indonesia export controls on nickel price
• Update on demand for high purity nickel sulphate for Li-ion batteries
• A look at new Indonesian HPAL projects: Can they meet their low cost of production targets?
• Demand for suitable feedstock for nickel sulphate production plants – opportunities for new entrants and potential for price premiums in this sector?

Linda Zhang, Metals Analyst, Wood Mackenzie

14:30 Commodity focus panel: Gold mining investment outlook 2020

• Where next for the gold price and underlying gold mining equities?
• Return cash to investors or invest in growth? How can miners attract new shareholders while avoiding a future supply-side crunch?
• Resource replacement through M&A – what opportunities this creates for investors?
• Where are gold mining investors putting their money in 2019/20 – Projects, countries and management teams to watch

Panellists include:
Sunil Kashyap, MD, Head of Asia – Scotia Mocatta, Scotiabank
Kevin McElligott, Managing Director Australia, Franco-Nevada
Felix Lam, Head of Energy & Materials Research, CCB International
Samson Li, Senior Metals Analyst – GFMS, Refinitiv

15:30 Close of conference & 1-2-1 meetings continue

16:00 Close of conference and farewell drinks

See you in Sydney!