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
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