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
John Meyer, Partner/Mining Analyst, SP Angel Partners
Sunny Shah, Investment Team Leader, Resource Capital Funds
Jan-Henk van Konijnenburg
, Head of Global Prospect Evaluation,
BHP Exploration

CEO Presentations
9:45

Jorge A. Ganoza, President, CEO, & Director, Fortuna Silver

10:00

Kimberly Ann, Founder, Director, CEO, President, Lahontan Gold Corp

10:15

Frank Eagar, Managing Director, Sovereign Metals

10:30

J.T. Starzecki, Chief Marketing Officer, 5E Advanced Materials

10:45

Scott Brown, Managing Director, Pure Hydrogen

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

Cormac O’Laoire, Managing Director, Electrios Energy

Amanda van Dyke, Managing Director, The Sustainable Resources Fund, ARCH Emerging Markets Partners

CEO Presentations
11:45

Richard Maddocks, Managing Director, Kingsland Minerals

12:00

Rupert Verco, CEO & Director, Cobra Resources

12:15

Greg McKenzie, CEO, Silver Storm Mining

12:30

Luke Alexander, President, CEO, & Director, Newcore Gold

12:45

Greg Martyr, Executive Chairman, Capital Metals

13:00
Networking Lunch
14:00
Analyst Briefing
Base Metals Supply & Demand - Outlook and role within the batteries space
  • Analysis of China’s role on base 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

Moderator: Nichole McCulloch, Managing Director, Stratum International

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

CEO Presentations
15:45

Caedmon Marriott, Managing Director, Western Mines Group

16:00

Ian Tchacos, Executive Chairman, ADX Energy

16:15

Bronwyn Barnes, Executive Chair, Indiana Resources

16:30

Mike Hodgson, CEO, Serabi Gold

16:45

Andrew Lee, President, CEO, & Director, Deeprock Minerals

17:00
121 Networking Drinks:

Stay with us for more relaxed networking, refreshments, quality beers and wines, and canapés – in association with the New York Mining Club.

19:00
End of Day One