Agenda Day 2

For day one agenda, click here

08:00
Registration and Morning Refreshments
08:55
Conference Opening
09:00
Investment Leader's Panel
New Power Paradigms – Nuclear & Clean Energy
  • Interplay of energy transition driven demand and energy security concerns creating a perfect storm

  • Understanding domestic supply chains in renewable energy technology and ESS

  • The impact of global and regional ESG mandates and net-zero initiatives on the business case for nuclear

With:
Greg Tuttle, Senior Analyst, Capital Group

10:00
Mining CEO Presentations
11:00
Analyst briefing
Uranium Market Outlook

With:
Mickey Fulp,
Analyst & Writer, The Mercenary Geologist

11:30
Uranium Panel
Is the nuclear renaissance finally underway?
  • Examining key factors driving highest prices in over a decade

  • Utilities leading the charge – are investors finally starting to take notice?

  • Challenges of navigating the supply chains underpinning the nuclear fuel cycle to bring new assets online

  • The future for large-scale deployment of new reactors will depend on the availability of private financing and the willingness of the financial community to support these investments. How is the private sector helping the nuclear industry to make financing these projects attractive?

With:
Rod Adams,
Managing Partner, Nucleation Capital
Mickey Fulp,
Analyst & Writer, The Mercenary Geologist
Michael Alkin,
Chief Investment Officer, Sachem Cove Partners

12:00
Mining CEO Presentations
13:00
Lunch & Networking
14:00
Assay TV Interviews
Mining CEO’s discuss their projects on stage in a series of deep dive interviews
16:30
Farewell Drinks
Developing the domestic supply chain for battery raw materials
  • How is the competitive landscape of next gen battery technology developing?
  • Evaluating the impact of the IRA so far - will election-year politics imperil progress?
  • 2024 marks first major wave of EVs coming off the road – impact for recycling capacity

With:
Robert Sinn, Senior Analyst, Energy & Gold
Roger Mortimer, Independent Investor
Simon Jowitt, Associate Professor of Economic Geology, University of Nevada
Redwood Materials (Speaker TBC)

17:00
End of conference - thanks for attending