For day two agenda, click here.
With:
Kevin Smith, Founder & CIO, Crescat Capital
US entering a new manufacturing super-cycle – how will the huge surge in capital inflow impact the macroeconomic landscape in the mid- to long-term?
Is China’s decades-long dominance on the decline? What opportunities (and risks) does this create for the US and global markets?
With US inflation looking set to ease, are concerns about dedollarization abating?
Keith Spence, CEO, Global Mining CapitalCarl Tricoli, Managing Partner, Denham CapitalJose Martinez, Executive VP Investments, Rimac
Kevin Smith, Founder & CIO, Crescat CapitalEdwin Bennett, Commodities Analyst, Metals & Mining, Engine No. 1
How are market dynamics shifting in response to ongoing political tension
Increasing trends towards resource nationalism driving a global supply chain race
Frank Nikolic, Head of Base Metals Supply, CRU
Bringing new supply online to counteract rapidly depleting stockpiles – what is the incentive price point?
Implications of potential technological breakthroughs in the recovery of copper from low-grade ore
Michael Bradshaw, Senior Portfolio Manager, Allspring Global InvestmentsFrank Nikolic, Head of Base Metals Supply, CRU
Is growing awareness of mining’s fundamental role in the energy transition driving inflow from more diverse sources of capital?
Challenges of attracting the necessary significant investment into crucial early stage projects
Are JV’s becoming a more popular way to de-risk and enable greater diversification?
Are geopolitical dynamics impacting how investors are constructing their portfolios and assessing companies, projects and jurisdictions?
Robert Mantse, Chairman, M2 Capital PartnersTim Mister, Head of Credit & Royalties, Appian Capital AdvisoryMark Rice, Senior Vice President, Auramet
Understanding current supply and demand dynamics and the factors driving ongoing market volatility
New pricing mechanisms for the EV era
Next generation cathode chemistries – potential to impact cobalt demand long-term
Kimberly Berman, Energy Transition Technology & Metals Specialist, SFA Oxford
Exploring the realistic scenarios for a localised, vertically integrated value chain
Can the required infrastructure be delivered at the scale and pace required to support targets?
Tara Berrie, Senior Group Manager (Battery Metals, Recycling, Components), Rivian
Luke Oliver, Managing Director, Head of Climate Investments & Head of Strategy, KraneShares
Veronica Zhang, Deputy Portfolio Manager, Environmental Sustainability, VanEck
Erez Ichilov, Managing Director, Traxys