Agenda – Day Two

For day one agenda, click here
Morning Breakfast and Coffee
Day Two Opening Remarks
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

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?

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

Mining CEO Presentations
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?

Brent Cook, Founder & Economic Geologist, Exploration Insights

Mining CEO Presentations
Lunch and Networking
Assay TV Interviews

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

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