Online agenda for June

Always-on digital content programme

Sessions will run as live video streams then be available to view at your leisure


Analyst Briefings

ESG considerations for investors into junior mining projects

• How investor demand for ESG compliance is impacting flows into the junior mining sector
• How juniors can meet ESG requirements with limited resources
• How mining stocks can be incorporated into an ethical investment strategy
• Role that mining companies will play in decarbonisation

Panellists include:
Gabriel Wilson Otto, Head of Stewardship, Asia Pacific, BNP Paribas Asset Management
Felix Lam,
Head of Energy & Materials Research, CCB International Securities

China outbound investor insights: Where are China’s top resources investors directing their money?

• Outlook for post-COVID recovery both in China and for the rest of the world- Impact on investment
• Commodity preferences and key jurisdictions of interest for China’s leading mining investors
• Building successful cross-border partnerships – lessons from successful transactions and pitfalls to avoid
• State of outbound investment flows 2020

Andrew Batson, China Research Director, Gavekal

EV market outlook, the raw materials demands, and China’s pivotal role

• Industry insider perspectives on China’s EV market – raw materials supply chain and what this signals for miners
• EV adoption rate – total cost of ownership of EVs vs ICO
• Investment required to secure the necessary supply of battery grade materials
• Where will the new decade take us in battery technology – projections in long term evolution of battery chemistries and energy density
• Reducing critical metals dependency – how are manufacturers adapting to risks present in the materials supply chain?

Ken Hoffman, Co-Head EV Battery Materials, McKinsey & Company

Covid-19 – Impact on Mining PE

• Impact on existing portfolio:
• Does managing current portfolio through these difficult times distract from the pursuit of new opportunities?
• Impact on deal making:
• How much PE (equity vs debt) for mining is there still in the room?
• Has your strategy changed in response to the recent crisis?
• Have your underwriting criteria changed in response to the recent crisis?
• What obstacles to deal making does the Coronavirus create?
• What types of opportunities should people bring to you?

Panellists include:
Matt Fifield, Managing Partner, Pacific Road Capital
Bert Koth, Managing Director & Partner, Denham Capital
Damian Pearson, Investment Director – Corporate Finance, EMR Capital

Uranium outlook: The beginning of a multi-year bull market!

• What’s behind the current price surge and where do we see the price going through 2020/21?
• Key drivers of the uranium price today
• Bringing nuclear into the discourse on energy and decarbonization
• Breaking through the social stigma against uranium

Guy Keller, Commodity Specialist, Tribeca Investment Partners

Copper investment outlook: Weak economic growth expectations vs future supply crunch

• Where next for the copper price in 2020 and beyond?
• How do we get investment back on track to help enable crucial energy transitions towards more renewable sources?
• How much is the EV market impacting copper demand? What are the implications for future supply?

Hun Hao Chuah, Research Analyst – Copper Mine Costs, Wood Mackenzie

Nickel investment outlook: Are rising prices here to stay?

• Impacts of Indonesia’s nickel ore export ban
• Where is the price of nickel expected to go next?
• How do current supply/demand dynamics play into this?
• Low capex HPAL – Myth or potential market disruptor?

Alex Zhirui Ji, Consultant, CRU

Gold investment outlook: Predictions for the outlook for gold price and equities in 2020

• Impact of COVID-19 on the gold market and where we see things moving in the latter half of the year
• Exploration trends and new drilling campaigns – Opportunities for investment
• What price does gold need to reach to spark a new gold rush?
• State of gold M&A through 2020/21
• Physical gold investment outlook in 2020/21

Panellists include:
Sunil Kashyap, Managing Director, Head of Asia – Commodities, Scotiabank
Samson Li, Senior Metals Demand Analyst, Refinitiv GFMS
Thomas Puppendahl, Founder & Managing Partner, Chancery Asset Management
Wayne Gordon, Executive Director, Senior Investment Analyst, UBS

Battery materials investment outlook

• The outlook for battery chemistries, recyclying, and potential supply/demand permutations
• Update on the uptake of new EVs and the roll out of charging infastructure globally
• What’s next in the race to secure supply chains for battery raw materials?
• Where is the money coming from to fuel additional exploration?

Panellists include:
Dr. Chiam Sing Yang, Incoming Chairman, Singapore Battery Consortium
Joyce Zhang, Associate Editor, Non- Ferrous Metals, S&P Global
Cormac O’Laoire,
Lithium-ion Battery Technology Director, Electrios

Investing in E&P activity across the region: An assessment of the risks and rewards

• What is the current appetite for exploration?
• What demand are we seeing from Majors to invest in Junior plays?
• Where are we seeing exploration activity focused across APAC?
• How to overcome competition for quality acreage?
• Regulatory changes, terrorism, political tensions…an overview of the above ground risks facing E&Ps across the region

Panellists include:
Lionel Sumner, Upstream Research Analyst, Wood Mackenzie
Sofia Nazalya, Analyst, Verisk Maplecroft

Investor Panel Discussions

Mining investment leaders panel: Current appetite for investment

• Impact of Covid-19 on the mining industry this year and investor outlook moving forward
• Impact of supply and demand disruptions we’ve seen in the first half of 2020
• Unexpected consequences on the mining sector coming out of Covid-19
• Long-term impact on the economy, mining investment preferences, commodity price, etc.
• Where are we in the mining investment cycle – how can we best prepare for what’s to come?

Panellists include:
Scott Clements, Managing Director, Canaccord Genuity
Juerg Kiener,
Managing Director & CIO, Swiss Asia Capital
Michael Bingemann,
Associate, Resource Capital Funds
Damian Pearson,
Investment Director – Corporate Finance, EMR Capital

Mine finance panel: Capital sources and availability for the market

• The effect of Covid-19 on the global economy on the availability of credit and impact
• Where we are in the commodity cycle and how this impacts ability to raise money
• Private funding vs public capital markets – Where lies the future of mine finance?
• Investment strategies and selection criteria
• Investing in junior mining stocks in the current economy

Panellists include:
Bert Koth, Managing Director & Partner, Denham Capital
Stephen Motteram,
Global Head of Asset Development, Noble Group
Kevin McElligott,
Managing Director, Australia Franco-Nevada
Jorge Ramiro Monroy,
Managing Director, Emerging Markets Capital

Decarbonization and the opportunities for mining industry

Which metals will be key beneficiaries from the growth of renewable power?
From platinum to copper – Metals to meet the construction requirements for future power grids
Hydrogen fuel cells vs li-ion batteries – Winners and losers in the EV revolution
Options to replace thermal coal as a fuel source  What are the investment opportunities and risks

Panellists include:
Peter Kiernan, Lead Analyst, Energy, The Economist Intelligence Unit
Allan Ray Restauro,
Metals Analyst, Bloomberg NEF
David Whittingham,
Managing Director, Frontier Strategic Resources