Phil Hoskins, Managing Director, Evolution Energy Minerals
14:30
Analyst Briefing
BEV and Battery Storage Sector Growth
Essential market dynamics for suppliers and end users to understand
Cathode demand for grid scale BSS application
Regional capacity roll out and industry drivers
With:
Robert Baylis, Portfolio Manager, InnoEenrgy Fund
15:00
Critical Minerals Panel
Building Critical
Material Value Chains to Unlock the Energy Transition
With Canada signing MOUs with EU automotive firms for sustainable raw materials supply, and the US passing Inflation Reduction Bill, how is the world dividing over clean energy supply from mine to end product?
Given we know the underinvestment story of the last 10-20 years, what is the fastest we could catch up in terms of what we need to be investing; and what we need to be producing?
Who is positioned to succeed under the new paradigm? Which projects are bringing the automotive and battery storage sector closer to mining?
Cost of capital rethink – What does the US Inflation Reduction act do to the cost curve for battery metals projects?
With:
Robert Baylis, Portfolio Manager, InnoEenrgy Fund Mor ten Lien, Director, Clarksons Securities
15:20
Presentation
Investing in mines of the future: How technology builds trust with ESG and impact investors
With:
Steve de Jong, Co-Founder and CEO, Vrify
16:00
Precious Metals Investment Panel
Understanding the
Sentiment and How to Position Portfolios for the Rally
Discussing the dynamics of high inflation and strong dollar
If we are in a commodities supercycle – what is holding gold back? Is there a buying opportunity for equities now?
How are asset owners mitigating rising OPEX and high energy prices? Will funds gear towards developers and are there enough of them?
What are the best assets to hold in this market? How important is diversification?
What margin do you look for in a junior exploration project – As investors how do you filter the high return projects?
Discuss the resource replacement challenge, finding high grades and the role of good exploration
M&A outlook - what determines if a discovery is likely to grow and create value?
With:
Kerry Smith, Analyst, Haywood Securities Florian Siegfried, Portfolio Manager, SSI Asset Management John McClusky, President CEO Director, Alamos Gold Ronald-Peter Stoeferle, Fund Management & Research, Incrementum AG Adrian Ash, Director of Research, BullionVault