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: The pivital wavefor battery metals and it’s impact on the mining sector

• How mindful should investors be of the changing battery mix? Is migration to a new battery mix a simple process – how can manufacturers effect consumer change?
• Are projects materialising at a fast enough pace?
• How much capital is still needed to realise this EV story?
• With high-grade deposits lacking – what should investors focus on when examining projects?

Panellists include:
Alex Tsukernik, President & CEO, BatteryOne Royalty Corp.
Chris Berry, President, House Mountain Partners
Jake Fraser, Resource Economist, Roskill

10:10 Mining CEO Presentations


11:10 – Copper briefing: How is the red metal fairing in the commodities market at present?

• Discussing the latest copper projects – what’s online and what can we expect in the next 12 months?
• Could copper be coming into bull run – a focus on global market trends
• Are investors position to move strategically with copper?

11:40 Mining CEO Presentations


13:00 – Networking Lunch


14:00 Mining CEO Presentations


15:20 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

15:50 Mining CEO Presentations


16:20 – 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?

Joe Mazumdar, Economic Geologist/Analyst, Exploration Insights

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

17:00 – Close of conference and farewell drinks

Thank you and see you again at 121 London in November