Agenda Day 1
For day two agenda, click here.
08:00
Registration and Morning Coffee
08:55
Welcome and Business Card Exchange
09:00
Keynote Interview
Investing in the energy crisis economy
Ongoing geopolitical turmoil, inflation and increasing resource nationalism amidst a global energy crisis – managing volatility in volatile times
Overcoming the challenge of attracting capital to European projects in an environment of higher inflation and interest rates
Interviewed by:
Jamie Strauss, Founder, Digbee
With:
Evy Hambro, Joint CIO, Natural Resources Equity Team, BlackRock
09:30
Investment Leader’s Panel
Navigating new global dynamics of conflict and co-operation in natural resources investments
How are leading jurisdictions designing policy and incentive structures to mobilise finance and investment and pace and scale?
How are global supply chains developing?
- Evolving ESG Principles - How are asset owners and institutions changing their strategy in line with a new generation's values?
Reducing reliance and rebalancing relations with China – in light of major investment into the European EV ecosystem, what will collaboration look like in the future?
With:
Clive Burstow, Head of Natural Resources, Barings
Tal Lomnitzer, Senior Investment Manager, Global Resources, Janus Henderson Investors
Michael Wrotniak, Investment Manager, Orion Resource Partners
10:15
Spencer Cole, Chief Development Officer and CFO, Xanadu Mines
10:30
George Burns, CEO, Eldorado Gold
10:45
Fabian Baker, Managing Director, Kingsrose Mining
11:00
Analyst Briefing
Commodities outlook - understanding the dynamics shaping metals markets in 2024 and beyond
Impacts of China’s changing economic focus
Energy transition – on pause or marching on?
What metals will benefit from a global capex cycle?
With:
Colin Hamilton, Commodities Analyst, BMO
11:30
Strategic Financing Panel
Unlocking a new capital pipeline for natural resource projects
Is growing awareness of mining’s fundamental role in the energy transition driving inflow from more diverse sources of capital?
Challenges of attracting the necessary significant investment into crucial early stage projects
Are geopolitical dynamics impacting how investors are constructing their portfolios and assessing companies, projects and jurisdictions?
Moderator: Astrina Patten, Senior VP, Structured Finance Practice, Marsh
With:
Mark Tyler, London Representative, Auramet
Gervais Williams, MD, Head of Equities, Premier Miton
Alison Turner, Portfolio Advisor, Umbono Global Mining Fund, VSA Capital
Thys Terblanche, SVP, Business Development, Ausenco
CEO Presentations - AIM Listed Projects
12:00
Harry Anagnostaras-Adams, Executive Chair, KEFI Minerals
12:15
Richard Williams, CEO and Director, Cornish Metals
12:30
Ian Stalker, Executive Chairman, Bradda Head Lithium
12:45
Brian Hall, Executive Chairman, Great Western Mining
13:00
Networking Lunch
CEO Presentations - Projects supporting the Energy Transition
14:00
Jurie Wessels, Executive Chairman, Vanadium Resources
14:15
Chris Stevens, CEO & Executive Director, Coda Minerals
14:30
JP Vargas de la Vega, Managing Director, Galan Lithium
14:45
Scott Williamson, Managing Director, Blackstone Minerals
15:00
Fuelling a sustainable future: Global battery raw materials and supply chain pinch points
How is the world’s supply and demand, from mine to end product, developing for clean energy? Looking at BritishVolt and Volta Trucks, is the complexity of building this industry often underestimated?
Given the underinvestment story of the last 10-20 years, how can the industry look to meet consumer demands and societal
expectations?Who is positioned to succeed under the new paradigm?
Which projects are bringing the automotive and battery storage sector closer to mining?
Anglo American’s role in enabling a sustainable future
With:
Barry Jackson, Sourcing & Origination (Base, Battery, Precious, PGMs), Anglo American
15:30
Battery Metals Panel
Innovations and pitfalls in building Europe’s integrated critical mineral supply chain
Understand the factors driving ongoing market volatility. Assessing structural deficits through a long-term lens – is over-supply a possibility?
How are competing battery technologies developing, and will alternative chemistries alter the dominance of lithium-ion?
Discuss the disconnect between long term battery materials supply fundamentals and capital markets for equities in critical minerals projects. How big is the opportunity present?
Exploring secondary supply in Europe - what are the impacts of second life batteries and recycling of battery materials?
Is the EU Critical Raw Materials Act removing barriers that have hindered growth in the European critical minerals footprint?
Moderator: Charles Bond, Partner, Gowling
With:
Barry Jackson, Sourcing & Origination (Base, Battery, Precious, PGMs), Anglo American
Simon Gardner-Bond, Chief Technical Officer, Techmet
Matt Fernley, Managing Director, Battery Materials Review; Head of Research, Westbeck Volta Fund
Fiona Clouder, Chief Executive, ClouderVista
John Meyer, Partner & Mining Analyst, SP Angel
16:15
Analyst Briefing
Demystifying DLE
With:
Tom Chandler, Principal Lithium Supply Analyst, SFA Oxford
CEO Presentations
16:45
George Ogilvie, President & CEO, Arizona Sonoran Copper Co.
17:00
Mark Selby, Chair & CEO, Canada Nickel
17:30
121 Networking Drinks:
Stay with us for more relaxed networking, refreshments, quality beers and wines and light food.