Agenda Day 2

For day one agenda, click here

Registration and Morning Coffee
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?


Derryn Maade, Global Head of Metals & Mining Markets, Wood Mackenzie
Manjot Singh, Senior Analyst – Commodity Markets, Molycop

BHP Xplor
Partnering for Discovery
  • Learn how the BHP Xplor program is partnering to accelerate exploration and deliver different and dynamic discoveries


Libby Sharman, Technical Lead, BHP Xplor

Networking Coffee Break
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?


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

Networking Lunch
Assay TV Live Interviews