Agenda day one
For day two agenda, click here
08:00
Registration and Morning Coffee
08:50
Welcome and Business Card Exchange
09:00
Investment Leader’s Panel
Securing American Critical Minerals Supply Chains
- Will the inflation reduction bill have immediate and positive impact on US enhancement of it’s critical minerals supply chain? Will the act reach critical upstream projects?
- Why has a commodities price boom not triggered equivalent levels of investment into the sector… yet.
- What is influencing finance into projects? Navigating inflation and rising OPEX vs long term bullish fundamentals
- Are shareholders and major miners preferring capital discipline and dividends to adding exploration dollars and organic growth?
- The strategic importance of metals for the energy transition is recognized. How do investors see mining companies becoming more relevant for thematic and ESG funds?
Panellists:
Istvan Zolei, Portfolio Manager, Orion Resource Partners
Lenny Tsatskin, Investments & Structured Finance, Gerald Group
Julian Treger, CEO, Audley Capital
Mark Rice, Senior Vice President, Auramet
09:50
Dan Dickson, CEO, Endeavour Silver
10:00
Ralph Rushton, President & CEO Aftermath Silver
10:10
Vikas Rankan, CEO, Vortex Metals
10:20
Fiona Child, VP Corp Development and Comms, Sanu Gold
10:30
Analyst Briefing
Portfolio Strategies for a New Economic Age Inflationary Hedging Strategies
- If the Fed has run out of levers, what next?
- Risk adjusted returns investing in precious metals juniors
- Where are we in the M&A cycle? Are producers struggling to take on risk and grow assets?
With:
Peter Krauth, Editor, Silver Stock Investor
11:00
Analyst Briefing
Future US Energy Outlook
- Tracking US utility-scale and grid-connected battery storage
- Power sector paradox - enhance loads while decarbonize power sources - where are renewables at now?
- Tracking battery capacity and accelerating storage investments
- So where is metals and mining coming in?
With:
Roman Kramarchuk, Head Energy Scenarios, Policy & Technology Analytics, S&P Global Platts
11:30
The Ways in Which We Green the World
From Rare Earths to Clean Processing and a Circular Economy Culture
- How has the energy crisis switched public perception of critical minerals for electrification?
- How short are we in production to reach decarbonisation goals and how much capital do we need to fill the supply gap?
- Inflation and OPEX risk - will it accelerate or hinder investment into critical minerals and green technologies?
- Which disruptive and green technologies are changing the face of the sector?
- Investing in processing and vital downstream expansion
- What do funds expect from corporates in terms of Scope I and II standards right now?
Panellists:
Jessie Chen, Director, Long State Investment Partners
Julian Treger, CEO, Audley Capital & CoTec Holdings
Amanda Van Dyke, MD, ARCH Sustainable Resources Fund
Roman Kramarchuk, Head Energy Scenarios, Policy & Technology Analytics, S&P Global Platts
13:00
Lunch and Networking
Mining CEO Presentations
14:10
Mattieu Bos, President & CEO, SRG Mining
14:20
Kimberly Ann, Founder, CEO & Director, Lahontan Gold
14:00
Sector Analysis
Refining for Billions in the Lithium Speciality Chemical Market
- Supply tightness, sensational demand and elevated prices
- Background on the clean energy investment sector and recent large investments made by major strategic investors
- EV battery metals, Energy storage and inflation narrative
With:
Howard Klein, Partner, RK Equity
14:30
Lithium Bull Panel
Can the Right Technologies and Capital Investment Fix the Battery Grade Lithium Deficit?
- Framing the lithium market at this pivotal point - how have Sichuan power cuts stalled production?
- Are current expectations too high for a relatively young and growing industry?
- Why major banks (Goldman) continue to call lithium S & D incorrectly – what are they missing?
- Will the Inflation Reduction Bill trigger waves of new capital into upstream projects?
- Emerging regions for exploration success: Where are the new supply and dominant brine producers this decade? Argentina promising; Chilean permits; Australian outlook; Rest of World
- Battery cell pack costs rise implications - lithium an overall cost driver? Will EVs remain a premium product due to materials costs?
- If inflation ripples across all projects, will costs ultimately determine winning technologies? How are leading lithium projects stacked up to protect against rising costs?
Panellists:
Howard Klein, Partner, RK Equity
Cristobal Garcia-Huidobro, Chairman, Lithium Power International
Michael White, CFO, Piedmont Lithium
Erez Ichilov, MD, Traxys Battery Materials
Howard Margulis, Senior MD & General Counsel, Maxen Capital Advisors
16:00
Day One Round Up
16:30
121 Mining Investment Networking Drinks
Join us for drinks, food and music in the venue’s generous networking space to refresh and relax