Agenda Day One
For day two agenda, click here.
08:00
Registration and Morning Coffee
09:00
Keynote address
With:
Hamid Rashid, Head, Global Economic Monitoring, United Nations
09:45
Investment Leaders Panel
Investment outlook and mapping US Critical Minerals policy
Addressing the macroeconomic conditions for markets, supply chains, and a strong dollar
How and where are investors increasing their allocation to metals near term?
What makes this cycle unique?
What is the actual impact of the IRA on global clean energy supply chains? Does the IRA signal the end of globalization?
Where has the IRA fulfilled expectations and where has it fallen short?
What will the November presidential election mean for US critical minerals policies?
With:
Hamid Rashid, Head, Global Economic Monitoring, United Nations
Prachi Vakharia, ARPA-I Strategic Advisor for Innvoations and Infrastructure, US Federal Government
11:15
Analyst Briefing
Global Commodities Outlook - Key dynamics shaping the metals markets today
Ongoing global conflicts and the current economic slump - How are they impacting pricing?
How the energy transition is changing supply and demand dynamics for key metals
11:45
Fireside Chat
Investing in future energy - Growing role of nuclear
Understanding nuclear’s growing role as a clean energy source and how investors are framing opportunities
With:
Rod Adams, Managing Partner, Nucleation Capital
CEO Presentations
13:00
Networking Lunch
14:00
Analyst Briefing
Battery Metals Market Outlook
What is the role of lepidolite in the current lithium downswing? Despite high costs, can it help keep supply, demand, and pricing balanced?
How much longer will lepidolite producers be able to bear the negative margins they face at current prices? Are subsidies needed?
With:
Howard Klein, Founder and Partner, RK Equity
14:30
Battery Metals Panel
Supplying the EV Value Chain
Addressing the battery metal shortages, risks, and solutions
How do we focus investment into exploration and project development?
Automakers are increasing their upstream investments and supply contracts - how are juniors positioned to benefit?
The US is now the world’s second largest EV market - What are the risks to maintaining this growth during a recession?
Moderator:
Howard Klein, Founder and Partner, RK Equity
With:
Jessie Chen, Director, Long State
Erez Ichilov, Managing Director, Traxys Battery Holdings
Brian Savage, Chief Executive Officer, Electric Metals USA
CEO Presentations
16:15
Gold Panel
Pullback or Rally?
Record gold prices in March this year were driven by increased sentiment favouring a June Fed rate cut. What are the short- and long-term implications?
Ongoing high rates of central bank buying and its impacts
Gold as safe haven investment
Gold as critical metal - Deconstructing these old and new narratives
With:
Coille Van Alphen, Portfolio Manager, Equinox Partners