Agenda Day 1

For day two agenda, click here.

Registration and Morning Coffee
Welcome and Business Card Exchange
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

Evy Hambro, Joint CIO, Natural Resources Equity Team, BlackRock

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?

Clive Burstow, Head of Natural Resources, Barings
Tal Lomnitzer, Senior Investment Manager, Global Resources, Janus Henderson Investors

Michael Wrotniak, Investment Manager, Orion Resource Partners

CEO Presentations

Spencer Cole, Chief Development Officer and CFO, Xanadu Mines


George Burns, CEO, Eldorado Gold


Fabian Baker, Managing Director, Kingsrose Mining

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?


Colin Hamilton, Commodities Analyst, BMO 

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


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

Harry Anagnostaras-Adams, Executive Chair, KEFI Minerals


Richard Williams, CEO and Director, Cornish Metals


Ian Stalker, Executive Chairman, Bradda Head Lithium


Brian Hall, Executive Chairman, Great Western Mining

Networking Lunch
CEO Presentations - Projects supporting the Energy Transition

Jurie Wessels, Executive Chairman, Vanadium Resources


Chris Stevens, CEO & Executive Director, Coda Minerals


JP Vargas de la Vega, Managing Director, Galan Lithium


Scott Williamson, Managing Director, Blackstone Minerals

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

  • 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


Barry Jackson, Sourcing & Origination (Base, Battery, Precious, PGMs), Anglo American

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


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

Analyst Briefing
Demystifying DLE


Tom Chandler, Principal Lithium Supply Analyst, SFA Oxford

CEO Presentations

George Ogilvie, President & CEO, Arizona Sonoran Copper Co.


Mark Selby, Chair & CEO, Canada Nickel

121 Networking Drinks:

Stay with us for more relaxed networking, refreshments, quality beers and wines and light food.

End of Day One