Agenda day 1
For day two agenda, click here
08:00
Registration and Morning Coffee
08:50
Welcome and Business Card Exchange
09:00
Mining Investment Strategies Panel
Bull Cycle Investment Trends and Impacts
- Impact of the Russian invasion into Ukraine on metals and mining - Pricing, supply and demand, and more
- Biggest challenges and risks - impact of Social Licence to Operate, ESG, inflation, investment flows, etc.
- Capital returns to shareholders - Do we see companies being more capital disciplined?
- Prices for some metals like nickel and lithium have surged to record highs in 2022. Do we expect even higher prices to come after a decade of under-investment in the industry?
- How can mining find their place within the world of ESG focused investment? Key considerations for investors
Panellists:
Victor Chin, Principal Consultant, CRU
Scott Clements, Head of Advisory, Tribeca Capital
Bhagyesh Dash, Partner, Bromius Capital
Michael Willoughby, Managing Director, Global Head of Metals, Mining & Transition Materials, HSBC Bank (SG) Limited
10:00
Supply and Demand on the Road to Net-Zero
Exploring the supply/demand dynamics for key metals that will build our decarbonized future and what we need from the investment side to bring the industry more into balance
With:
Derryn Maade, Global Head of Metals & Mining Markets, Wood Mackenzie
11:00
Battery Metals Panel
Supply, Demand, and More in an Age of Elevated Commodities Prices
Supply deficits across the battery metals space continue to grow - What are some solutions to come with the looming shortages in copper, nickel, lithium, etc.?
- Recent reports have noted a significant amount of capital needed for the mining industry in order to meet our decarbonization goals - Where do we see financing coming from? Is there a trend to go into earlier-stage projects?
- The role of OEMs in the battery metals space - What do investors think?
Panellists:
Sing Yang Chiam, Director, Singapore Battery Consortium
Christopher Gale, Managing Director, Latin Resources
Allan Ray Restauro, Associate, Metals and Mining, BloombergNEF
Sean Samson, President & CEO, Director, EV Nickel
Joyce Zhang, Head of Business Development, Theme International Trading
12:00
Analyst Insights
Hydrogen’s Role in the Future Energy Economy
As more countries make moves to tackle climate change, governments, mining & energy industries, and others have star ted to invest in the development of hydrogen facilities as a way to cover their energy needs and grow their transition to green energy. This session will look at industry developments, opportunities, and more
With:
Zhi Rui Ji, APAC Strategic Development, Evonik
12:30
Analyst Insights
Outlook for the Rare Earth Elements
The energy transition requires a greater and steadier supply of the REEs and other critical minerals for the buildout of EVs and other renewable technologies. This session will assess how the REE supply chain will look moving forward, supply and demand dynamics, political influences, and more
With:
Thomas Kruemmer, Director, Ginger International Trade & Investment PTE., LTD.
13:00
Lunch and Networking
14:00
Miners Panel
Making Mining Operations More Environmentally-Friendly
What are miners doing to decarbonize their operations?
- How can investors and others best support miners decarbonization efforts?
- Impact of ESG on miners - To win green investing dollars, should miners put more emphasis on environmental factors?
Panellists:
Mitch Thomas, Chief Financial Officer, Blackstone Minerals
Mark Turner, Chief Executive Officer, Greenvale Mining Limited
John Welborn, Non-Executive Director & Chairman, Fenix Resources
15:00
Analyst Insights
Lithium’s Supply Crunch
Lithium has a critical role to play in the energy transition and while demand is growing significantly, market players are still unsure as to what supply will look like in future years. This session will assess supply/demand dynamics, investment opportunities, the role of OEMs, and more
With:
Leah Chen, Associate Editor, Battery Metals (Lithium), S&P Global Platts
15:30
Afternoon Networking Break
16:00
Breakout Roundtable Discussions
Copper - Led by Han Lu, Senior Editor, Asia Nonferrous (Copper), S&P Global Platts
- Nickel - Led by Derryn Maade, Wood Mackenzie
- Hydrogen - Led by Iain Lawson, Mercuria Energy Trading
- LNG - Matthew Boyle, Lead Analyst - Dry Bulks, Gas, LNG, Kpler