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

10:30
Morning Networking Break
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

15:00
End of Conference Programme and Networking Drinks