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

10:00
CEO Presentations - Precious Metals Project
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

13:00
Lunch and Networking
14:00
Assay TV Interviews
Mining CEO’s discuss their projects on stage in a series of deep dive interviews
16:30
Farewell Drinks
17:00
End of Conference - Thanks for Attending