Agenda Day 2
For day one agenda, click here
08:30
Registration and Morning Coffee
09:30
Commodities Outlook Panel
Geopolitics, the energy transformation, and other macro factors impacting supply, demand, and pricing
China’s lacklustre re-opening, the ongoing war in Ukraine, inflation and interest rate hikes - impact on commodities
The growing gap in new energy metals’ supply and demand - What impact do you expect to see from this gap?
What do our analysts and investors expect to be the top performing metals and why? What is the impact of the energy transition on this analysis?
ESG was a top theme over the past few years? How would you define 2023 and the upcoming year?
Panellists:
Derryn Maade, Global Head of Metals & Mining Markets, Wood Mackenzie
Manjot Singh, Senior Analyst – Commodity Markets, Molycop
10:30
BHP Xplor
Partnering for Discovery
Learn how the BHP Xplor program is partnering to accelerate exploration and deliver different and dynamic discoveries
With:
Libby Sharman, Technical Lead, BHP Xplor
11:00
Networking Coffee Break
11:30
Precious Metals Panel
Outlook on gold, silver, and PGMs
Macro outlook - How is the current environment impacting precious metals markets? Where do we see pricing moving through the end of 2023 and early 2024?
What are the key drivers for institutional demand for precious metals right now?
Role of Asian central banks
Impacts of inflation and high interest rates
Why does gold still attract investment dollars in an industry driven by the energy transition narrative?
What should investors look for in potential investments?
Panellists:
Spencer Cole, Chief Development Officer and Chief Financial Officer, Xanadu Mines
Wayne Gordon, Senior Investment Analyst, Chief Investment Office, Global Wealth Management, UBS
Nikos Kavalis, Managing Director, Metals Focus