Agenda Day 1
For day two agenda, click here
08:00
Registration and Morning Coffee
09:00
Welcome and Business Card Exchange
09:05
Leaders in Mining Investment Panel
Investing in the industry’s future-facing dynamics
Biggest risks and challenges for the mining industry today - Impact of ESG pressure, social license to operation, inflation, investment flows, regulation - How does this drive investment
Appetite in the junior market - What makes a company or project appealing? How do you assess opportunities
Impact of resource nationalism and de-globalization sentiment
Investors roles in the energy transition - Key areas of focus for the coming year?
Panellists:
Scott Clements, Head of Advisory, Tribeca Capital
Dinos Demetriades, CFO, Pelagic Resources
Adhita Widiadhari, Senior Consultant, CRU
Yue Jer Lee, Director, Arcane Capital Advisors
10:00
Analyst Opener
Supply and demand on the road to net-zero
Supply is a key factor in ensuring a smooth energy transformation, but analysts point to massive gaps between supply and demand
What is the role of investors, governments, and other key players in this transition and how are we addressing these critical gaps?
With:
Bhagyesh Dash, Director, Climate Investments, APAC, South Pole
11:00
Analyst Insights
Indonesia’s nickel play
Indonesia holds a prominent role in the battery value chain with the growth of its nickel industry
This session will go deep into Indonesia’s nickel industry, its impact on the batteries industry, and more
With:
Sharifa Suhailah, Research Analyst, Consulting, CRU
11:30
Energy Transformation Panel
Battery supply chains and value chains - Investing to fill the gaps
Where is the smart money going in battery metals?
Where are government programmes and regulations, such as the IRA, creating opportunities in the mining investment space? How will they likely change the market long-term?
As more countries are looking to secure their own supply of the key transition metals, where do you stand on the de-globalization trend?
Panellists:
Leah Chen, Associate Editor (Non-Ferrous Metals), S&P Global Platts
Sing Yang Chiam, Director, Singapore Battery Consortium
Vinit Lakhani, Head – Base Metals (Minerals), Tata International Limited
Yue Jer Lee, Director, Arcane Capital Advisors
12:30
Analyst Insights
Unlocking the potential of global lithium & recycling market
Global LIB market demand in EV and ESS sectors
Lithium supply landscape and outlook
Recycling market movements and ESG tracking
With:
Katherine Zhu, Senior Director, SMM Shanghai Metals Market
13:00
Networking Lunch
14:00
Leaders in Energy Investment Panel
Ensuring energy security through the transformation
The role of LNG and natural gas through the energy transition - How do we ensure energy security while still moving towards a transition away from fossil fuels?
How can investors and energy companies address the shortage of capital for new projects? Where is investment coming from?
Our energy future - What mix do you foresee as the world moves towards net zero?
Panellists:
Kevin Lee, Project Finance, JERA Asia Pte Ltd
Anurag Sehgal, Principal, Noble Group
Jeff Steketee, CEO, Semeru Energy
15:00
Analyst Insights
Outlook for Copper
Current supply, demand, and pricing dynamics amid growing Chinese demand and mounting risks in supply from Chile - What are the impacts?
With:
Jesline Tang, Editor (Non-Ferrous Metals), S&P Global Commodity Insights
15:30
Networking Coffee Break
16:00
Rare Earths Panel
Role in the Green Energy Transition
The Rare Earth elements are used in a number of technologies and are critical to the energy transition, but securing the supply for these key minerals is still a major topic of discussion
Panellists:
Matthew Horgan, Head of Corporate Development and Investor Relations, Peak Rare Earths
Thomas Kruemmer, Director, Ginger International Trade & Investment Pte., Ltd.
Sean Sivasamy, Managing Director and CEO, MetalsGrove Mining