Agenda Day 2
For day two agenda, click here.
08:00
Registration and Morning Refreshments
08:55
Conference Opening
09:10
Investment Leader’s Panel
Precious metals in prevailing volatility
Positioning portfolios to protect against inflation
The resource replacement challenge, finding high grades and the role of good exploration
Are there signs that silver will see a sustained upswing? Will a solar boom result in a surge in demand?
Will M&A activity continue to ramp up?
With:
Randy Smallwood, Chief Executive Officer, Wheaton Precious Metals
Ian Williams, Portfolio Manager, Charteris Treasury Portfolio Managers
Georges Lequime, Strategic Metals Fund Manager, Amati Global Investors
John McCluskey, President & CEO, Alamos Gold
Adrian Ash, Director of Research, BullionVault
11:00
Closing the Loop
Developing a truly circular economy for critical minerals
With:
Hans Eric Melin, Managing Director, Circular Energy Storage
11:20
Battery Recycling Panel
The future of the recycling structure across the value chain and the role for investors
How are recycling sectors developing for both cathode and anode materials? What is the future of the recycling structure across the value chain?
What impact could policy measures around black-mass circularity have on minimising domestic supply chain weakness?
How will recycling play into new and developing chemistry pathways?
Exploring the efficacy of battery passports and other European initiatives to support circularity and traceability
With:
Hans Eric Melin, Managing Director, Circular Energy Storage
Serhat Aydogdu, Investment Director, Just Climate
12:00
CEO Presentations
12:30
Rare Earths and Magnets Panel
How is the UK positioning itself within the REE value chain?
Examining the drivers behind China’s proposed export ban on magnet technology and what this means for Europe
How is end of life magnet recycling capacity developing – Birmingham pilot plant success story in a nascent industry
Exploring best practice policy support for growing domestic supply chains and improving the investment proposition for downstream production
With:
Christopher Ecclestone, Principal, Mining Strategist, Hallgarten & Company