Agenda.

Day 2

08:00 – Registration and morning coffee


08:50 – Welcome remarks and business card exchange


09:00 – Analyst Briefing: An overview of the global lithium supply and the EV value chain

• An outlook on the global battery storage capacity
• Developing brine or hard-rock projects – specialise or do both?
• Overview of lithium junior mining segment – how are juniors set to perform?

Jake Fraser, Resource Economist, Roskill

09:30 – Battery Materials panel: Making the investment case for the new strategic metals

• How are specialist funds and capital providers responding to the now strategic role of battery metals?
• Outlook on security of supply amid temporary mine closures and metals price slides
• With the long term demand story apparently strong, from where and when will new capital arrive?
• Policy shifts in China – likely impacts from subsidies cuts for NEV manufacturers

Panellists include:
Alex Tsukernik, President & CEO, BatteryOne Royalty Corp.
Chris Berry, President, House Mountain Partners
Jake Fraser, Resource Economist, Roskill
Ken Hoffman, Co-Head EV Battery Materials, McKinsey & Company

10:10 Jim Greig, President, Benchmark Metals
10:20 Trend Mell, President & CEO, First Cobalt
10:30 John De Vries, Managing Director & CEO, Black Rock Mining
10:40 Stephen Promnitz, Managing Director, Lake Resources
10:50 Scott Sullivan, CEO, Paladin Energy
11:00 Paul Andre Huet,CEO,RNC Minerals
11:10 Brent Nykoliation, Senior Vice President, Corporate Development,NextSource Materials

11:20 – Copper briefing: What opportunities and threats are affecting the long-term outlook for copper demand and its price?

• How the electrfication story affect the copper price
• Impacts of technical risks in the exploration space
• Are investors position to move strategically with copper?

Ken Hoffman,
Co-Head EV Battery Materials, McKinsey & Company

11:50 Tony Rovira, Managing Director, Azure Minerals
12:00 Mick Billing, Chairman & CEO, Thor Mining
12:10 George Ogilvie, President & CEO, Rubicon Minerals
12:20 Scott Trebilcock, President & CEO, Kore Mining
12:30 Paul Mulder, Managing Director, Mayur Resources
12:40 Mark Selby, CEO, Canada Nickel
12:50 Barry Hildred, President & CEO, Aquila Resources

13:00 – Networking Lunch


14:00 Mining CEO Presentations

14:00 JJ Jennex, VP Corporate Affairs, Excelsior Mining
14:10 Mark Jarvis, President & CEO, Giga Metals Corporation
14:20 Paul Lloyd, Managing Director, Hawkstone Mining
14:30 Michael Jones, President & CEO, Platinum Group Metals

14:40 Analyst briefing: Rare earths and strategic metals

• Significance of rare earth elements in the global supply chain
• Supply chain resilience amid US-China trade wars
• Investment opportunities in a highly concentrated market
• Interpreting the impacts for global battery and automobile production

Jack Lifton,
Co-founding principal,Technology Metals Research

15:10 – Gold Briefing: Where does the gold trade stand?

Trey Reik, Managing Member,Bristol Gold Group

15:40 – Exploration Panel: The team or the asset – Accurately evaluating junior explorers for successful discoveries

• How to handle unprecedented pressure to deliver high grade economic discoveries with scarce liquidity across the sector
• Where should juniors explorers focus to drive down costs/increase margins?
• What new methodologies and technologies are being adopted?

Moderator:
Joe Mazumdar, Economic Geologist/Analyst, Exploration Insights

Panellists include:
Kevin Murphy, Lead Anaylst, Metal & Mining, S&P Global

16:20 – Close of conference and farewell drinks

Thank you and see you again at 121 London in November