Agenda Day 2

For day one agenda, click here

Registration and Morning Refreshments
Commodities Panel
Geopolitics and the energy transition - Macro factors impacting commodities supply and demand
  • China’s re-opening, the continued war in Ukraine, inflation and interest rate hikes - Impact on metals supply, demand, and pricing

  • The LME ended 2022 with its lowest metals stockpiles in 25 years - What are some impacts you expect from the growing gap between supply and demand for key transition metals?
  • 2023’s top performers - What do our analysts and investors expect to be the top performing metals and why? What is the impact of the energy transition on this analysis?


Karina Bader, Research Analyst, Acorn Capital

David Franklyn, Head of Funds Management, Argonaut

Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters

Assay TV Interviews
Mining CEOs discuss their projects on stage in a series of deep-dive interviews
Lunch and Networking
The Assay Live Investor Interviews
Investors and analysts share insight into key topics and trends impacting the mining industry today and projections for the future