Agenda Day 1
For day two agenda, click here.
08:00
Registration and Morning Coffee
08:55
Opening Welcome
09:00
Investment Leaders Panel
Resource resilience & maintaining momentum for the green revolution
Evaluating progress in establishing sustainable and responsible vertically integrated supply chains for transition critical metals, amidst unpredictable market shifts and fast changing supply and demand dynamics
Rising costs vs plummeting prices – assessing the long-term ramifications of unsustainable project economics on the critical mineral supply chain
- Overcoming extreme short-termism in market mindsets – realising the opportunity for value creation beyond near-term volatility
- Understanding the shifting spheres of global influence – with multiple supply chains developing in parallel to compete with Chinese dominance, how will this ‘bloc-ification’ impact where capital flows
With:
Mark Burridge, CEO & Managing Partner, Baker Steel
Sofia Bianchi, CEO, Founding Partner, Atlante Capital Partners
Sunny Shah, Investment Team Leader, Resource Capital Funds
9:45
Fortuna Silver
10:00
Karora Resources
10:15
Sovereign Metals
10:30
Analyst Presentation
Global Commodities Outlook - Exploring the major impacts on the markets today
Ongoing global conflicts, and the current economic slump - how are they impacting pricing?
How the energy transition is changing supply and demand dynamics for key base and battery metals
With:
Natalie Scott-Gray, Senior Metals Analyst, StoneX
11:00
Panel Discussion
Mapping European Critical Mineral policy and the impact on regional pipelines
What do policy U-turns and government inaction mean for the UK’s green industrial strategy and how can the investment industry intervene to drive net zero aims forward?
Lessons from the IRA - are FEOC rules pitting automakers against miners?
Is deglobalisation/localisation a viable route? Increasing costs and friction in an already highly complex value chain.
With:
Robert Baylis, Portfolio Manager, EBA Materials Fund
Amanda van Dyke, Managing Director, The Sustainable Resources Fund, ARCH Emerging Markets Partners
CEO Presentations
11:45
Tietto Minerals
12:00
Cobra Resources
12:15
Silver Storm Mining
12:30
Reunion Gold
12:45
Capital Metals
13:00
Networking Lunch
14:00
Analyst Briefing
Base Metals Supply & Demand - Outlook and role within the batteries space
Global macro outlook and analysis of China’s role on metals supply and demand
Copper, nickel, and more - supply and demand; role of different battery chemistries
With:
Dan Smith, Head of Research, Amalgamated Metal Trading
14:30
Battery Metals Panel
Navigating supply crunches, battery chemistry changes, and more
Challenges of investing in supply chain development when there is still much uncertainty – indecision around battery tech/chemistry and at a policy level is stalling progress
Determining true price and the green premium – how to measure factors such as fair wages and emissions capture? Will sustainability drives ultimately result in costs for the end consumer?
Are underlying assumptions about raw materials requirements outdated as technological advancements? Is demand destruction an intrinsic part of technological progress in mining?
Navigating the challenges of complying with passporting rules across geographies
With:
Bernard Dahdah, Executive Director, Senior Commodities Analyst, Natixis
Liam Farley, Founder and CEO, Xcelsior Capital
Simon Gardner-Bond, Chief Technical Officer, TechMet
Barry Jackson, Sourcing & Origination, AngloAmerican
15:15
Fireside Chat
Securing the EV battery supply chain with Lucid
In this fireside chat, Lucid’s manager for battery raw materials will join us to discuss key strategies, challenges, and the main goals for a growing EV company
With:
Michael Parton, Group Manager – Battery Raw Materials, Lucid Motors
CEO Presentations
15:45
Lahontan Gold Corp
16:00
ADX Energy
16:15
Indiana Resources
16:30
Deeprock Minerals
16:45
Mark Selby, Chair & CEO, Canada Nickel
17:00
121 Networking Drinks:
Stay with us for more relaxed networking, refreshments, quality beers and wines, and canapés.