Agenda Day 1

For day two agenda, click here

Registration and Morning Coffee
Welcome and Business Card Exchange
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?


Scott Clements, Head of Advisory, Tribeca Capital
Dinos Demetriades, CFO, Pelagic Resources
Adhita Widiadhari, Senior Consultant, CRU

Yue Jer Lee, Director, Arcane Capital Advisors

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?

Bhagyesh Dash, Director, Climate Investments, APAC, South Pole

Networking Coffee Break
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


Sharifa Suhailah, Research Analyst, Consulting, CRU

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?

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

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

Katherine Zhu, Senior Director, SMM Shanghai Metals Market

Networking Lunch
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?

Kevin Lee, Project Finance, JERA Asia Pte Ltd

Anurag Sehgal, Principal, Noble Group
Jeff Steketee, CEO, Semeru Energy

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?

Jesline Tang, Editor (Non-Ferrous Metals), S&P Global Commodity Insights

Networking Coffee Break
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


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

121 Mining Investment Networking Drinks at Le Noir, L1-84, The Shoppes, Marina Bay Sands