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
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