Agenda day two

For day one agenda, click here

08:00
Registration and morning refreshments
08:50
Conference Opening
09:00
Energy transition panel
Supply deficits, competing technologies and years of underinvestment - What could derail progress made so far?
  • As EV sales reach record levels (26% of new automotive sales globally in 2021), how will the battery industry cope with present supply risks, like lithium and semiconductor shortages?
  • Discuss the lack of correlation between lithium chemical prices and mining equities? Are we expecting an upswing?
  • Scaling recycling and circular economy in practice
  • Risk of competing technologies eroding lithium demand – Lithium-ion vs Sodium-ion batteries for example
  • How is the US overcoming vulnerabilities in the power grid – are the raw materials available for stationary storage?
  • Are sustainable thematic funds comfortable investing in upstream mining projects?

Panellists include:

Veronica Zhang, Deputy Portfolio Manager of Environmental Sustainability Strategy & Analyst, VanEck Natural Resources Equity Strategy

Chris Berry, Founder & CEO, House Mountain Partners

Erez Ichilov, MD, Traxys Battery Holdings

Kimberly Berman, Director, Equity Research and Special Projects, BMO

Adam Melnik, CEO & Director, Zacapa Resources

Mining CEO presentations
09:50
Keith Philips, President & CEO, Piedmont Lithium
10:00
Nigel Fergusson, MD, AVZ Minerals
10:10
Simon Clarke, CEO, American Lithium
10:20
Kevin Bullock, President & CEO, Signal Gold
10:30
John Bey, CEO, Standard Uranium
10:40
Steve Hanson, President & CEO, ACME Lithium
10:50
Marc-André Pelletier, CEO, Bonterra Resources
11:00
Analyst briefing
Complications of the energy transition in the USA
  • Explainer on US lagging in renewable capacity additions
  • Energy storage capacity additions
  • Power storage scalability challenge
  • Associated impacts on commodities consumption
  • A national issue in the hands of state and local authority

Kimberly Berman, Director, Equity Research and Special Projects, BMO

Mining CEO presentations
11:40
Joanne Freeze, President & CEO, Candente Copper
11:50
Gary O’Connor,CEO, Moneta Gold Mines
12:00
Peter Akerley, CEO, Erdene Resource Development
12:10
Chris Donaldson, CEO & Director, Outback Goldfields Corp
12:20
Nicholas Brodie, CEO, Galane Gold
12:30
Talisker Resources
12:40
Andrew Ferrier, MD, Okapi Resources
12:50
Sarah Armstrong-Montoya, President & CEO, Cordoba Minerals
13:00
Lunch and networking
Mining CEO presentations
14:00
Adam Melnik, CEO & Director, Zacapa Resources
14:10
Michael Konnert, President & CEO, Vizsla Silver
14:20
SilverCrest Metals
14:30
Knox Henderson, VP Corporate Development, Canagold Resources
14:40
Darwin Green, President & CEO, HighGold Mining
14:50
Dan Hrushewsky, President & CEO, Blackjack Silver
15:00
Lithium briefing
Chemistries and technologies impacting lithium-ion battery supply demand balance
  • Market dynamics - how will a decade of supply imbalance hit sector growth?
  • Scrutinising and identify value in battery metal juniors
  • Which OEMs will react with successful new chemistries in response to the materials supply deficit already upon us?
  • Lithium price vs future profitability of OEM business models
15:30
Mining CEO presentations
15:30
Galen McNamara, CEO, Summa Silver
15:40
Spiros Cacos, VP IR, Cypress Development
15:50
David Williams, Executive Chairman, Thomson Resources
16:00
Jason Kosec, President & CEO, Millennial Precious Metals
16:10
Sam Lee, President & CEO, Northisle Copper & Gold
16:20
Brett Richards, Goldshore Resources, Goldshore Resources
16:30
Dustin Perry, CEO, Director & Founder, Kingfisher Metals
16:40
Charles Funk, President & CEO, Heliostar Metals
16:50
Closing remarks & farewell drinks
18:00
End of conference - Thanks for attending - see you next at 121 Sydney in September