Agenda day 1
For day two agenda, click here
08:00
Registration and Morning Coffee
08:50
Welcome and Business Card Exchange
09:00
Mining Investment Strategies Panel
Bull Cycle Investment Trends and Impacts
- Impact of the Russian invasion into Ukraine on metals and mining - Impact on pricing, supply and demand, and more
- Challenges and risks to the industry - impact of Social Licence to Operate, ESG, inflation, investment flows, etc.
- Capital returns to shareholders
- Do we expect even higher prices to come after a decade of under-investment in the industry?
- The energy transition is upon us - How can mining find their place within the world of ESG-focused investment?
Panellists:
John Dorian, Investment Manager, Orion Resource Partners
Matt Griffin, Co-Portfolio Manager, Maple-Brown Abbott
Hans-Arne L’orange, Head of Metals & Minerals, Investment Banking, Clarksons Securities
10:00
Plenary
Risks and Opportunities - Impacts of ESG, Geopolitics, and the Energy Transition on the Industry
This session will look at the key risks and opportunities facing miners and investors in light of the current geopolitical and economic environment
With:
Matt Fifield, Managing Partner, Pacific Road Capital
11:00
Battery Metals Panel
Supply, Demand, and More in an Age of Elevated Commodities Prices
Supply deficits across the battery metals space continue to grow - What are some solutions to come with the looming shortages in copper, nickel, lithium, etc.?
- Recent reports have noted a significant amount of capital needed for the mining industry in order to meet our decarbonization goals - Where do we see financing coming from? Is there a trend to go into earlier-stage projects?
- Role of OEMs - What do investors and miners think?
Panellists:
Adam Best, Principal Research Scientist, CSIRO
Joel Crane, Investor Rolations/Commercial Manager, Cobalt Blue Holdings Limited
Henry Jennings, Market Strategist and Analyst, Marcustoday
James Stewart, Natural Resources Portfolio Manager/Mining Equity Analyst, Ausbil Investment Management Ltd.
12:00
Analyst Insights
Lithium’s Supply Crunch
Lithium has a critical role to play in the energy transition and while demand is growing significantly, market players are still unsure as to what supply will look like in future years. This session will assess supply/demand dynamics, investment opportunities, the role of OEMs, and more
With:
Cameron Perks, Senior Analyst, Benchmark Mineral Intelligence
12:30
Mining CEO Q&A
13:00
Lunch and Networking
14:00
Miners Panel
Making Mining Operations More Environmentally-Friendly
What are miners doing to decarbonize their operations?
- How can investors and others best support miners decarbonization efforts?
- Impact of growing focus on ESG on miners - In order to win green investing dollars, should miners put more of an emphasis on the environmental factors?
Panellists:
Kelly Earle, Senior Vice President, Corporate Development, Skeena Resources
Andrew Phillips, Executive Director, Lithium Power International Ltd.
15:00
Analyst Insights
Outlook for Copper
Copper prices have rallied in the first half of 2022 as Chile recorded its lowest output in a decade. This session will assess the geopolitical situation impacting the supply of copper and resulting effects on pricing, future supply, projected demand, and more
With:
Piers Montgomery, Principal Analyst, CRU