Agenda day one

For day two agenda, click here

Registration and Morning Coffee
Welcome and Business Card Exchange
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?


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
Dan Dickson, CEO, Endeavour Silver
Ralph Rushton, President & CEO Aftermath Silver
Vikas Rankan, CEO, Vortex Metals
Fiona Child, VP Corp Development and Comms, Sanu Gold
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?


Peter Krauth, Editor, Silver Stock Investor

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?


Roman Kramarchuk, Head Energy Scenarios, Policy & Technology Analytics, S&P Global Platts

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?


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

Lunch and Networking
Mining CEO Presentations
Mattieu Bos, President & CEO, SRG Mining
Kimberly Ann, Founder, CEO & Director, Lahontan Gold
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


Howard Klein, Partner, RK Equity

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?


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

Day One Round Up
121 Mining Investment Networking Drinks

Join us for drinks, food and music in the venue’s generous networking space to refresh and relax

End of Reception and Day One Close