Agenda Day 1
For day two agenda, click here
09:00
Registration and Morning Coffee
09:30
Welcome and Business Card Exchange
09:35
Investment Leaders Panel
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
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
With:
Litian Wang, Associate Editor (Non-Ferrous Metals), S&P Global Commodity Insights
14:30
Precious Metals Panel
Will gold continue breaking record highs?
Gold pricing hit record highs in early 2024 - Where do our panellists think pricing will move through the remainder of the year?
Is a correction necessary?
Do you see central banks continuing to purchase high amounts of precious metals moving forward? Other macro factors impacting this
- Mining costs and impacts on supply - Understanding the dynamics behind bringing new mines online
Panellists:
Marshall Koval, CEO, Lumina Gold
Nikos Kavalis, Managing Director, Singapore, Metals Focus
CEO Presentations
15:00
Scott Brown, Managing Director, Pure Hydrogen
15:15
Leon Binedell, President and Chief Executive Officer, Sherritt International Corporation