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
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?