Agenda.

Day 2

Thursday 16 May 2019

08:30 Registration and morning coffee

09:30 Conference opening

09:40 Emerging Asia mining panel: Risks and opportunities across the region

• Political and regulatory environment for mining development in Indonesia, Philippines, PNG and the countries of Indochina
• Where are political risks creating potential supply side pinch points?
• Investor appetite for risk in SE Asia’s key mining jurisdictions
• Key success factors for mining developers in the region

Panellists include:
George Tumur, Ambassador, Embassy of Mongolia to Singapore

Marco Roque, Director, Emerging Markets Capital
Edward Gustely, Managing Director, Penida Capital
Bhagyesh Dash, Partner, Bromius Capital

Mining company CEO briefings
10:30 Paul Mulder, Managing Director, Mayur Resources
10:40 Mark Calderwood, Managing Director, Alliance Mineral Assets
10:50 Steven Dean, Chairman & CEO, Atlantic Gold Corporation

11:00 Morning refreshments and networking

11:30 Commodity focus: Copper and it’s electrifying future

• Copper demand outlook: Electrifying society to be a key driver for growth
• Supply threats faced by copper mined production
• Global refined copper market forecast to stay undersupplied
• Beyond fundamentals: Macro-economic and political risk factors’ impact on copper price

Panellists include:
Eun-Young Lee, Equity Analyst – Commodity ResearchDBS Bank

Mining company CEO briefings
12:00 Gavin Lockyer, Managing Director, Arafura Resources
12:10 Farah Abasov, President, Millennial Lithium
12:20 Terry Tucker, CEO, Sahel Mining

12:30 Lunch and networking

13:30 Commodity focus: Coal investment outlook

• Supply and demand: The end in sight for low quality thermal coals?
• Availability of finance for coal development projects: Differential treatment for coking, thermal and projects with both
• Australia, Indonesia, Colombia, South Africa, Mozambique, Canada: Regulatory outlook for key seaborne market producers
• Freight rates outlook: What 2020 sulphur emissions standards will mean for ship availability

Shirley Zhang, Principal Analyst, APAC Coal Markets, Principal Analyst, APAC Coal Markets
Wood Mackenzie

14:10 Commodity focus: Iron Ore market outlook

• Assessment of global iron ore demand
• Impact of Vale tailing dam disaster on a seaborne market already in deficit
• With upstream tailings dams now uninvestable for many funds and banks, what challenges and opportunities does this create for the iron ore sector
• Freight rates heading upwards? Mitigation strategies for producers and investors

Hongmei Li, Head of Content, Mysteel Global

14:40 End of programme

16:00 1-2-1 meetings end – Farewell Drinks