Agenda day 2
For day one agenda, click here
08:00
Registration and Morning Refreshments
09:25
Conference Opening
09:30
Oil & Gas Investment Leaders Panel
High Prices and Recent Underinvestment
Impact of Russia’s invasion of Ukraine on the oil and gas sectors; Lasting impact of China’s COVID-19 lockdowns in the first half of 2022; Overall geopolitical impact
- How can investors and energy companies address the shortage of capital for new projects?
- Discussion on gas as a transition fuel
- Investment allocation towards energy
- Impact of ESG perception on capital availability
Panellists:
Rodrigo Echeverri, Head of Research, Noble Group
Andrew Harwood, Research Director, Corporate and Upstream Research, Wood Mackenzie
Iain Lawson, Head of Origination, Asia, Mercuria Energy Trading
11:00
Panel
Securing Global Supply Chains
Impact of the COVID-19 pandemic on global supply chains and the imperative for end-users to secure reliable supply
- Analysts have noted a shortage in the key metals that will build the energy transition - how can the trade and investment industry help to mitigate this?
- Are we seeing more traders moving upstream in mining? Opportunities for mid-tiers and juniors
- How soon is too soon for traders to invest in a mine or exploration project?
Panellists:
Matthew Boyle, Lead Analyst – Dry Bulks, Gas, LNG, Kpler
Dinos Demetriades, CFO, Director – Global Head of Operations, Pelagic Resources
Vinit Lakhani, Head – Base Metals (Minerals), Tata International Limited
12:00
Mining CEO Q&A
13:00
Lunch and Networking
14:00
Precious Metals Panel
Gold’s 2022 Revival?
March 2022 saw funds raised growing to US$2.15B, a 105% month over month increase - After a subdued 2021, why is gold booming again this year?
- Gold’s role as a safe-haven investment; Gold’s role in an investment portfolio
- ESG factors relating to gold investment
- How investors assess investments in this space; project considerations
Panellists:
Wayne Gordon, Senior Investment Analyst, Chief Investment Office, Global Wealth Management, UBS
Kelvin Wong, Independent Analyst
David Williams, Executive Chairman, Thomson Resources