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
Mining CEO Presentations
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