Agenda Day One
For day two agenda, click here.
08:00
Registration and Morning Coffee
08:50
Raising long-term institutional and high-net-worth capital in the mining industry
With:
Kevin Smith, Founder & CIO, Crescat Capital
09:15
Investment Leader’s Panel
Investing in American re-industrialisation - understanding domestic supply chains in renewable energy technology and ESS
US entering a new manufacturing super-cycle – how will the huge surge in capital inflow impact the macroeconomic landscape in the mid- to long-term?
Is China’s decades-long dominance on the decline? What opportunities (and risks) does this create for the US and global markets?
With US inflation looking set to ease, are concerns about dedollarization abating?
With:
Keith Spence, CEO, Global Mining Capital
Carl Tricoli, Managing Partner, Denham Capital
Jose Martinez, Executive VP Investments, Rimac
Kevin Smith, Founder & CIO, Crescat Capital
Edwin Bennett, Commodities Analyst, Metals & Mining, Engine No. 1
10:45
Analyst Briefing
Global Commodities Outlook - understanding the dynamics shaping metals markets
How are market dynamics shifting in response to ongoing political tension
Increasing trends towards resource nationalism driving a global supply chain race
With:
Frank Nikolic, Head of Base Metals Supply, CRU
11:10
Copper Panel
Copper at a critical moment
Bringing new supply online to counteract rapidly depleting stockpiles – what is the incentive price point?
- Ongoing disagreements over the proper valuation of copper assets – how will this play out?
Implications of potential technological breakthroughs in the recovery of copper from low-grade ore
With:
Michael Bradshaw, Senior Portfolio Manager, Allspring Global Investments
Frank Nikolic, Head of Base Metals Supply, CRU
11:45
CEO Presentations
12:15
Strategic Financing Panel
Unlocking a new capital pipeline for natural resource projects
Is growing awareness of mining’s fundamental role in the energy transition driving inflow from more diverse sources of capital?
Challenges of attracting the necessary significant investment into crucial early stage projects
Are JV’s becoming a more popular way to de-risk and enable greater diversification?
Are geopolitical dynamics impacting how investors are constructing their portfolios and assessing companies, projects and jurisdictions?
With:
Robert Mantse, Chairman, M2 Capital Partners
Tim Mister, Head of Credit & Royalties, Appian Capital Advisory
Mark Rice, Senior Vice President, Auramet
13:00
Networking Lunch
14:00
Analyst Briefing
Cobalt Market Outlook
Understanding current supply and demand dynamics and the factors driving ongoing market volatility
New pricing mechanisms for the EV era
Next generation cathode chemistries – potential to impact cobalt demand long-term
With:
Kimberly Berman, Energy Transition Technology & Metals Specialist, SFA Oxford
14:30
CEO Presentations
15:30
EV Panel
Mapping the EV Value Chain
Exploring the realistic scenarios for a localised, vertically integrated value chain
Can the required infrastructure be delivered at the scale and pace required to support targets?
- Funding structures and offtake agreements – how are pricing and investment mechanisms evolving?
With:
Tara Berrie, Senior Group Manager (Battery Metals, Recycling, Components), Rivian
Luke Oliver, Managing Director, Head of Climate Investments & Head of Strategy, KraneShares
Veronica Zhang, Deputy Portfolio Manager, Environmental Sustainability, VanEck
Erez Ichilov, Managing Director, Traxys