Agenda – Day Two

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

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

Mining CEO Presentations
Andre Douchane, CEO & Executive Director, BBX Minerals
Prashant Chintawar, Chief Executive Officer, Volt Resources
Greg McCunn, Chief Executive Officer, Noram Lithium
Bradley Rourke, President, Director & CEO, Scottie Resources
Sam Lee, President & CEO, Northisle Copper
B. Matthew Hornor, President & CEO, Director, Maple Gold
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

Robert Sinn, Senior Analyst, Energy & Gold

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?

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

Assay TV Interview
Andre Douchane, CEO & Executive Director, BBX Minerals
Networking Lunch
Assay TV Interview
Close of Conference and Farewell Drinks - See You in London May