Agenda – Day Two

For day one agenda, click here
08:00
Morning Breakfast and Coffee
08:55
Day Two Opening Remarks
09:00
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

09:30
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:
Erez Ichilov, Managing Director, Traxys Battery Holdings
Greg Kofford
, Founder, Sorbie Bornholm

10:00
Mining CEO Presentations
11:00
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:
Brent Cook, Founder & Economic Geologist, Exploration Insights

12:00
Mining CEO Presentations
13:00
Lunch and Networking
14:00
Assay TV Interviews

Sit in on in-depth company CEO interviews and project updates

17:00
Close of Conference and Farewell Drinks - See You in London May