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:
Scott Clements, Head of Advisory, Tribeca Capital
Damian Pearson, Investment Director, EMR Capital
Kenny Yeng, Portfolio Manager, Investment Analyst, GIC
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
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:
Vinit Lakhani, Head – Base Metals (Minerals), Tata International Limited
YueJer Lee, Director & Co-Fund Manager, Arcane Capital
Alberto Migliucci, CEO and Founder, Petra Commodities
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
Panellists:
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
With:
Nikos Kavalis, Managing Director, Singapore, Metals Focus