Agenda – Day Two

For day one agenda, click here
08:00
Morning Breakfast and Coffee
09:10
Day Two Opening Remarks
09:15
Discovery Investing Panel
Identifying investments, de-risking projects and making economic discoveries
  • What factors are making exploration more challenging for mining executives?

  • In this market, how prepared are investors to deploy risk capital to early stage?

  • Maintaining a license to operate is considered one of the biggest challenges to mining exploration this decade - how can industry protect it’s social license? What is the climate in the USA for exploration success?

  • Which type of explorers are better positioned to make critical discoveries in North America than the majors?

With:
Greg Kofford, Founder, Sorbie Bornholm
Mike Patterson, Managing Director, Forty8 Capital

Mining CEO Presentations
10:00
Andre Douchane, CEO & Executive Director, BBX Minerals
10:10
Prashant Chintawar, Chief Executive Officer, Volt Resources
10:20
Greg McCunn, Chief Executive Officer, Noram Lithium
10:30
Bradley Rourke, President, Director & CEO, Scottie Resources
10:40
Sam Lee, President & CEO, Northisle Copper
10:50
B. Matthew Hornor, President & CEO, Director, Maple Gold
11:00
Battery Metals Briefing
How an economic slowdown poses risks to EV penetration and battery metals mining
  • Market dynamics and drivers for EV penetration

  • Materials supply crunch - BEV output projections - which metals and components are in the tightest supply

  • The latest in battery cell evolution

With:
Robert Sinn, Senior Analyst, Energy & Gold

11:30
Lithium Investor Panel
Developing new strategic supply sources
  • 2022 saw a 150% jump in global average lithium prices - will the 2-year rally lose momentum in 2023?

  • The long road to surplus – evaluating the supply pipeline and deficit forecasts - why are institutions calling it wrong?

  • What added pressure will China’s withdrawal of EV credits lead to in the near term for EV demand?

  • Improving circularity – is there potential profitability?

  • How viable are the substitutes to lithium and what chemistries are likely to emerge dominant at the end of this decade?

With:
Marcus Greer, Investment Analyst, Capital Group
Robert Sinn, Senior Analyst, Energy & Gold
Shanthar Pathmanathan, CEO & Managing Director, Chariot Corporation
Paul Lloyd, Managing Director, Arizona Lithium
Aldo Boitano, Chief Executive Officer, CleanTech Lithium

12:20
Assay TV Interview
Andre Douchane, CEO & Executive Director, BBX Minerals
13:00
Networking Lunch
14:00
Assay TV Interview
17:00
Close of Conference and Farewell Drinks - See You in London May