Agenda Day One
For day two agenda, click here.
08:00
Registration and Morning Coffee
09:00
Investment leaders Panel:
Geopolitical impacts, critical minerals policies, and other major forces driving investment
The global macro environment and the implications for the junior sector. What are the impacts on investment flows?
With the presidential election in the US upon us, what will the potential change in administration mean for US critical minerals policies?
Global electoral impact on mining. Elections happening in major mining nations including Mexico, South Africa, and Indonesia. How has this affected mining policies?
Are we seeing more international cooperation with regards to investment in critical minerals and building their sustainable supply chains? What is needed?
How can technology and innovation create a faster and safer road to securing sufficient critical minerals
With:
Dan Freuman, Co-Founder, Nebari
George Milling Stanley, Chief Gold Strategist, State Street Global Advisors
09:45
Analyst Briefing:
Global commodities outlook
Moving into year end and towards 2025, which metals will be the top performers and why?
Impact of the energy transition on supply/demand - Assessing the looming supply gaps
11:30
Analyst Briefing:
Gold in Review
Where will pricing move through to 2025?
Is a correction necessary?
Central bank purchasing in the US and globally
With:
George Milling Stanley, Chief Gold Strategist, State Street Global Advisors
12:15
Precious Metals Panel:
Will gold continue to shine?
Record gold prices earlier this year - where will pricing move for the remainder of the year into next?
Gold as critical metal - Deconstructing these old and new narratives
Gold pricing hit record highs in early 2024 - Where do our panellists
Do you see central banks continuing to purchase high amounts of precious metals moving forward? Other macro factors impacting this
With:
Darrin Blumenthal, Managing Director, Amvest Capital
13:00
Networking Lunch
14:00
Analyst Briefing:
Critical Materials - Supply & demand outlook, investment focus, securing the metals we need
14:30
Critical Materials Panel:
The Mineral Rush
Addressing the battery metal shor tages, risks, and solutions
How do we focus investment into exploration and development?
A spotlight on copper- Addressing the supply shortages, hedge fund speculation, Chinese and green energy demand
Critical materials evolving in the context of emerging technologies such as new battery chemistries and renewables?
Accepting the need for a battery chemistry mix
Moderator:
Howard Klein, Founder and Partner, RK Equity
Tanner Khandaker, Managing Partner, KPG Capital & Co