Agenda day 2

For day one agenda, click here

Registration and Morning Refreshments
Conference Opening
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


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

Morning Networking Break
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?


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

Mining CEO Q&A
Lunch and Networking
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


Wayne Gordon, Senior Investment Analyst, Chief Investment Office, Global Wealth Management, UBS
Kelvin Wong, Independent Analyst
David Williams, Executive Chairman, Thomson Resources

End of Conference Programme and Networking Drinks