How today’s biggest risks, challenges, and opportunities are driving investment
The global macro factors impacting today’s metals markets
What’s driving investment into the sector?
How the energy transition continues to change industry dynamics
Panellists:
Dinos Demetriades, COO, Pelagic Resources Damian Pearson, Investment Director, EMR Capital Alberto Migliucci, CEO and Founder, Petra Commodities
10:15
Analyst Opener
Global commodities outlook and the road to net zero
How do we see metals performing over the coming year? Top performers - and why?
Impact of the energy transition on supply/demand - Assessing the looming supply gaps
With: Ashima Tyagi, Economics Associate Director – Pricing & Purchasing, S&P Global Market Intelligence
CEO Presentations
10:45
Alex Underwood, Managing Director, Empire Energy Group
11:00
Gan-Ochir Zunduisuren, Managing Director, Asian Battery Metals
11:15
Marshall Koval, CEO, Lumina Gold
11:30
Analyst Insights
Uncovering opportunities in the battery value chain and key battery metals outlook
With:
Linda Zhang, Battery Materials APAC Lead, Base Metals, CRU
11:55
Investor Insights
Investing across the transition space
How to assess key opportunities in green and renewable investment
Panellists: YueJer Lee, Director & Co-Fund Manager, Arcane Capital
12:15
Energy Transformation Panel
Where is the smart money going in
battery metals?
What’s currently driving investment into this space? How can investors know they’re making the right decisions, based on outlook, technologies, etc.?
Role of government and alternative investors in driving the industry - Where are the biggest impacts being made?
As more countries are looking to secure their own supply of the key transition metals, where do you stand on the de-globalization trend?
With: Leon Binedell, President and Chief Executive Officer, Sherritt International Corporation YueJer Lee, Director & Co-Fund Manager, Arcane Capital Allan Ray Restauro, Associate, Metals and Mining, BloombergNEF Linda Zhang, Battery Materials APAC Lead, Base Metals, CRU
13:00
Networking Lunch
14:00
Spotlight on Indonesia
Becoming a major player in the global
metals markets