Live sessions

 

In the run up to 121 Mining Investment Online EMEA, we are running a series of live webinars bringing together the region’s top investors and analysts.


Thursday, April 15th – 1pm BST
Leading commodity analysts present:
Commodities outlook during a global energy transition

  • Analysts present mid-year commodities markets outlook
  • Is this a new supercycle driven by structural changes in metals demand?
  • Metals set to perform from global energy transition; where is the supply tightness?
  • Chinese industrial output focus
  • Decarbonisation impact on commodity prices
  • Dollar weakness and key macro considerations
  • Audience Q&A


Panellists:
Ian Roper – General Manager, Shanghai Metals Market, Singapore
Bernard Dahdah – Senior Commodities Analyst, Natixis
Rodrigo Echeverri – Head of Research, Noble Group

Register here

 


Monday, April 19th – 2:30pm BST
Leading in mining investment panel: Long-term mining investors provide their insight on the current commodities boom and share investment sentiment across the metals and mining universe.

  • Will a broad commodity price upswing become a decade long supercycle?
  • Attracting new capital at this time of plenty – views on generalist capital rotating back in significant volumes
  • How could the industry address 10 years general underinvestment and resource replacement challenges? Are we be on the verge of significant M&A activity?
  • Views on the energy transition and decarbonisation as driving themes
  • ESG – potential breaks or accelerator of the commodities rally?
  • Audience Q&A


Panellists:
Cailey Barker – Director, Natural Resources, Blackrock
Georges Lequime – Portfolio Manager, Amati Strategic Metals Fund
Lloyd Pengilly – CEO, Qora Capital
Julian Treger – CEO, Anglo Pacific

Register here