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

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

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

16:30
End of Day 1 and Networking Drinks