About

Critical Minerals

The intensifying quest for critical minerals is reshaping the global landscape as countries strive for energy independence and a sustainable future. However, securing a reliable and ethical supply chain presents complex challenges. This necessitates innovative sourcing strategies, responsible mining practices, and international collaboration to ensure the sustainability and security of these vital resources.

Some of the sessions you’ll not want to miss related to this theme include:

  • How can Western critical supply chains be developed?
  • How the mining industry and governments can collaborate towards the energy transition  
  • Fostering collaboration between mining companies and the midstream and downstream to build resilient critical mineral supply chains

Some of the world's largest and leading

Mining & energy companies who attend

PROGRAMME

  • 08:50
  • Tue, 03 Dec
  • 08:50 - 11:00 GMT
  • |
  • 130 min
  • |
  • Tue, 03 Dec
  • |
  • Stream: Resourcing Tomorrow Theatre 1

Breaking Out of the Echo Chamber: Collaborating Across the Value Chain to Deliver the Energy Transition

  • 08:50 - 09:00
  • |
  • 10 min
  • |
  • Tue, 03 Dec
Opening Welcoming Address: Reserved for UK Government

An invitation will be extended to the Government post the July 4th General Election

  • 09:00 - 09:30
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  • 30 min
  • |
  • Tue, 03 Dec
Keynote Session: Where are the critical mineral supply shortfalls in meeting the demands of the energy transition and how can the Inflation Reduction Act meet them?

The Inflation Reduction Act revolutionary impact fits in with this year’s theme of ‘Breaking out of the echo chamber.’ Since its introduction, the Inflation Reduction has changed the landscape of the mining investment industry by accelerating the energy transition through increased investment into minerals used for EVs and renewable energy technologies. However, can Western mining supply chains be developed from upstream to downstream?

Key points discussed in this session include:
•    Where are the critical mineral supply shortfalls in meeting the demands of the energy transition and how can the Inflation Reduction Act meet them?
•    Incentives and initiatives to improve supply chain resilience
•    What infrastructure investment is required – promoting diverse and resilient supply chains, local value-addition, and beneficiation
•    What investment can we expect to see in US battery factories?

If you are interested in becoming a panellist or a moderator, contact [email protected]

  • 09:30 - 09:50
  • |
  • 20 min
  • |
  • Tue, 03 Dec
Keynote Address: View from a leading major – how can the industry better resource tomorrow?

Mark Bristow is recognised as one of the world’s leading mining CEOs who has consistently broken out of the echo chamber in his career. He is a passionate believer in delivering sustainable stakeholder value. Under his leadership, firstly Randgold and now Barrick, have one of the best records in the industry for exploration, delivering on production guidance, and honouring shareholder commitments.

Mark Bristow, CEO of Barrick Gold, argues that M&A deals will not solve the looming copper shortage. This talk explores how the mining industry can invest in exploration and development of new copper deposits to meet the growing demand for green technologies.

Key takeaways include:
• Gaining insights from a mining industry leader: Hear Mark Bristow's perspective on the challenges and opportunities facing the mining industry focusing on copper and gold
• Taking a deep dive on the looming copper shortage and its impact the green energy transition
• Discovering strategies for sustainable resource development: Explore alternative approaches to M&A that can help grow copper production responsibly.

  • 09:50 - 10:20
  • |
  • 30 min
  • |
  • Tue, 03 Dec
Keynote Panel: Key insights from the Government Roundtable

This session will present the key findings of the Government Roundtable that ran on 2 December. The Government Roundtable’s outcomes will differ from typical Government Roundtables in rather than it being Governments talking to other Governments, it brings togethers Governments, CEOs from the mining industry, leading finance houses, key associations, and industry experts to have meaningful and actionable discussions.

Key points discussed in this session include:
• Ensuring there are enough critical minerals supply to meet the demands of the energy transition
• Addressing the different financing challenges across different stages of the mining life cycle and value chain
• How can permitting timelines be streamlined without compromising ESG concerns?

  • 10:20 - 10:40
  • |
  • 20 min
  • |
  • Tue, 03 Dec
Keynote Fireside Chat: International collaboration opportunities to fast track global critical and strategic mineral value chains

Traxys is at the centre of the global metals and minerals industry. Traxys provides sourcing, logistics, financing, and marketing services move metals and minerals to the global market faster, more efficiently, with lower working capital and less risk.

  • 10:40 - 11:00
  • |
  • 20 min
  • |
  • Tue, 03 Dec
Keynote Panel: Fostering collaboration between mining companies and the midstream and downstream to build resilient critical mineral supply chains

The energy transition is not a mining story but a materials one, where minerals meet the chemical industry.’

Collaboration between mining companies (upstream), midstream (processing and refining), and downstream (manufacturing and distribution) stakeholders is crucial for building resilient supply chains in the mining industry. Can mining supply chains be developed that offer a competitive alternative to China without compromising sustainable practices?

Key points discussed in this session include:
• Identifying opportunities for efficiency improvements, cost reductions, and waste minimisation across the supply chain to enhance competitiveness and resilience
• Promoting responsible sourcing, environmental stewardship, and social responsibility throughout the supply chain to foster collaboration on sustainability initiatives 
• Leveraging technology and digital solutions to enhance collaboration and visibility across the supply chain
• Developing risk assessment and mitigation strategies to address potential disruptions in the supply chain, such as geopolitical instability, natural disasters, or regulatory change
• Establishing transparency and open lines of communication and information sharing between upstream, midstream, and downstream stakeholders

  • 11:10
  • Tue, 03 Dec
  • 11:10 - 13:10 GMT
  • |
  • 120 min
  • |
  • Tue, 03 Dec
  • |
  • Stream: Resourcing Tomorrow Theatre 1

New Market Entrants – OEMs, EVs and Energy Companies

  • 11:10 - 11:45
  • |
  • 35 min
  • |
  • Tue, 03 Dec
Keynote Panel: Navigating the green road - what are the automotive industry and OEMs looking for when responsibly sourcing from the mining industry? How does the mining industry need to respond?

With looming deficits of critical minerals, companies across sectors are integrating value chains in a bid to shore up supply. Automotive and battery manufacturers are investing in mining companies: General Motors invested US$650m of equity into Lithium Americas, and Tesla is constructing a lithium refinery in Texas and has offtake agreements with mining companies and Chinese lithium hydroxide producers. It is not inconceivable that an OEM or an automotive manufacturer might become a major in the next 5 years, as talk of vertical integration increases

The automotive industry's shift towards electric vehicles hinges on responsibly sourced critical minerals. This panel discussion brings together automakers (OEMs) and mining industry representatives to explore what ethical sourcing means in this evolving landscape. We will delve into the key requirements from OEMs, the challenges for miners, and how both sides can collaborate for a sustainable future. Can we produce more EVs with a clean conscience?

Key points discussed in this session include:
• Defining responsible sourcing criteria OEMs should prioritise when sourcing minerals for electric vehicles
• Overcoming the practical challenges of implementing responsible sourcing practices, including ethical labour conditions, environmental impact mitigation, and supply chain transparency.
• How OEMs and miners can collaborate to establish robust certification and verification systems to ensure responsible sourcing throughout the supply chain.
• Future trends in responsible sourcing and how both OEMs and miners can adapt and innovate to ensure a sustainable and ethical supply chain for the electric vehicle revolution.

  • 11:45 - 11:55
  • |
  • 10 min
  • |
  • Tue, 03 Dec
Ministerial Address: Nigerian Government
  • 11:55 - 12:30
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  • 35 min
  • |
  • Tue, 03 Dec
Keynote Panel: How does the energy industry strategise and think about the minerals required for the energy transition?

40 years ago, many energy companies were also mining companies. We are now coming full circle with energy companies looking at critical minerals more closely. Some energy companies have already acquired lithium mining projects. Can we expect this trend to continue?

The energy transition hinges on securing a steady supply of critical minerals for clean technologies like wind turbines and solar panels. This panel discussion brings together energy industry leaders to explore their strategies for navigating the evolving landscape of mineral demand. We will delve into their approaches to securing resources, mitigating risks, and fostering a sustainable future.

Key points discussed in this session include:
• Understanding how energy companies assess and forecast their critical mineral needs for their clean energy projects.
• Securing supply chains - strategies for diversifying supply chains, building partnerships with responsible miners, and mitigating geopolitical risks
• How energy companies are pioneering advancements in technology and design to minimise reliance on critical minerals and maximize their efficiency
• How the energy industry collaborates with governments, mining companies, and research institutions to ensure a secure and sustainable supply of critical minerals for the long term

  • 12:30 - 13:10
  • |
  • 40 min
  • |
  • Tue, 03 Dec
Keynote Panel: What does the mining finance eco-system need to do to ensure that the energy transition happens fast enough to meet Net Zero targets?

The world needs a rapid shift to clean energy, but the raw materials for this transition rely heavily on the mining industry. This keynote panel discussion brings together leading figures in mining finance to explore how the financial ecosystem can adapt and accelerate the mining sector's role in achieving Net Zero targets.

Key points discussed in this session include:
• Investment strategies for critical minerals – identifying and financing projects focused on the minerals essential for renewable energy technologies
• Unlocking sustainable finance - innovative financial instruments and regulations that promote responsible mining practices
• Identifying opportunities for collaboration between governments, financial institutions, and mining companies to drive a sustainable energy transition

  • 15:20
  • Tue, 03 Dec
  • 15:20 - 17:00 GMT
  • |
  • 100 min
  • |
  • Tue, 03 Dec
  • |
  • Stream: Resourcing Tomorrow Theatre 1

Rethinking traditional mining approaches

  • 15:20 - 16:00
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  • 40 min
  • |
  • Tue, 03 Dec
Keynote Panel: How can the mining industry add greater beneficiation in the host country and move away from the old extract and export model?

Is beneficiation practical, especially if cheap alternatives already exist (such as exporting to China for processing/smelting? We will bring together industry experts, government officials, and community representatives to explore how to increase beneficiation - processing and refining minerals within the host country. The discussion will delve into the economic and social benefits, as well as the practical considerations and challenges involved.

Key points discussed in this session include:
• Maximising resource value by defining strategies for maximising the economic benefits for host countries by processing and refining minerals domestically.
• Building local expertise: how can you develop the necessary infrastructure, skills, and workforce to support a thriving in-country beneficiation industry?
• Creating a framework that benefits both mining companies and host communities, fostering sustainable development.
• Overcoming obstacles such as infrastructure development, attracting investment, and navigating regulatory hurdle
• Does beneficiation make sense if there is already an alternative option (say a supply chain involving China) in place?

  • 16:00 - 16:20
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  • 20 min
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  • Tue, 03 Dec
Keynote Fireside Chat: The war below: lithium, copper, and the global battle to power our lives

The world is moving towards replacing fossil fuels with renewable energy. But building electric vehicles, solar panels, and millions of other devices requires digging more mines. Critical minerals are vital to many sustainable technologies, and the competition for them is intensifying.

Ernest Scheyder is best-selling author of The War Below. In this interview he will cover some of the key themes covered his book such as
• Nations which aspire to energy independence are ever more intertwined:
• A hedge fund manager's attempt to revive rare earths mining in California needs Chinese expertise
• International reliance on Africa's mining sector persists despite concern over child labour. 
• A proposed lithium mine in Nevada would help global car manufacturers slash their dependence on fossil fuels but developing that mine could cause the extinction of a flower found nowhere else on the planet.

As the mining industry attempts to predict how the geopolitics of resource extraction will unfold, this interview provides a glimpse of the industry giants, researchers, and policymakers at the forefront of the new energy wars.

  • 16:20 - 17:00
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  • 40 min
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  • Tue, 03 Dec
Keynote Panel Discussion: The clean energy transition – bridging the divide (or) breaking down silos: a collaborative approach to securing a clean energy future

The clean energy transition hinges on a secure and sustainable supply chain for critical minerals. However, current models reveal communication gaps and a lack of collaboration between mining, renewable energy, and utility companies. This panel discussion brings together industry leaders from each sector to explore solutions for a more efficient and responsible approach. 

Current challenges include limited transparency, supply chain security, standardization and certification, community, and environmental impact 

This discussion aims to identify concrete steps for fostering stronger collaboration between the mining, renewable energy, and utilities sectors. By breaking down silos and prioritising a multifaceted approach, the clean energy transition can be achieved with greater efficiency and long-term sustainability.

Key points discussed in this session include:
• Moving beyond responsible sourcing - while responsible sourcing remains crucial, experts will delve into additional key issues impacting renewables and utilities, such as security of supply, grid integration, and standardisation
• Data-driven strategies - the discussion will be grounded in data and evidence from industry leaders like EDF, SSE, and National Grid, highlighting real-world challenges and potential solutions
• Innovation for collaboration: exploring how innovation across sectors, including new mining technologies, alternative materials, and improved recycling processes, can contribute to a more collaborative and sustainable clean energy future

  • 15:30
  • Tue, 03 Dec
  • 15:30 - 17:10 GMT
  • |
  • 100 min
  • |
  • Tue, 03 Dec
  • |
  • Stream: Resourcing Tomorrow Theatre 2

Technology and Innovation

  • 15:30 - 16:00
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  • 30 min
  • |
  • Tue, 03 Dec
Keynote Panel: Powering to a sustainable future - new thinking in electric batteries and energy storage

The transition to a clean energy future hinge on breakthroughs in battery technology. This panel discussion brings together leading experts to explore the latest innovations and future directions in electric batteries and energy storage solutions.

Key points discussed in this session include:
• Beyond Lithium? Examining the current state of lithium-ion batteries and exploring potential alternatives. Discussions will cover next-generation battery chemistries like sodium-ion, solid-state, and metal-air batteries, and their potential advantages and limitations.
• Pushing the Boundaries: examining innovative research and development efforts to improve battery performance. We will explore advancements in areas like energy density, power output, charging speeds, and cycle life.
• Creating a more sustainable energy ecosystem. Experts will discuss responsible sourcing of battery materials, recycling, and second-life applications for used batteries.
• How battery storage solutions can facilitate the integration of renewable energy sources into the grid. Examining applications for energy storage beyond grid applications, such as electric vehicles and distributed energy systems.
• How can AI and machine learning be used to optimise battery design, manufacturing, and performance management?
• Evaluating the cost competitiveness of various battery technologies and explore potential cost reduction strategies.
• How government policies and regulations can incentivize and support innovation and adoption of new battery technologies.
• The race for global leadership: We'll delve into the global competition for leadership in battery development and manufacturing.

If you are interested in becoming a panellist or a moderator, contact [email protected]

  • 16:00 - 16:30
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  • 30 min
  • |
  • Tue, 03 Dec
Panel Discussion: Opportunities for mining automation harnessing technology for a safer, more efficient future

The mining industry is on the cusp of a transformative era. Automation is rapidly evolving, presenting a wealth of opportunities to improve safety, efficiency, and sustainability. This panel discussion brings together industry leaders to explore the exciting possibilities of automation in mining.

Key points discussed in this session include:
• Discussing the different types of automation technologies being implemented, from autonomous haul trucks to remote drilling operations
• Safety first: how automation can enhance worker safety by removing them from hazardous environments highlighting specific examples of how automation has demonstrably reduced accidents and injuries in mines.
• Harnessing the potential for automation to optimise mining operations. How automation can increase productivity, reduce downtime, and improve resource extraction.
• How automation can contribute to a more environmentally friendly mining future such as reducing energy consumption, minimizing waste, and improving land reclamation efforts
• Is automation cost-effective for all mining operations? What are the upfront investment costs and potential return-on-investment for various automation technologies.
• Technological advancements on the horizon: What exciting innovations are on the cusp of revolutionising mining automation? 
• Address the challenges associated with implementing automation in existing mines, including infrastructure upgrades and integration with legacy systems.
• Exploring the importance of collaboration between mining companies, technology providers, and governments to accelerate the adoption and responsible development of automation in mining.

If you are interested in becoming a panellist or a moderator, contact [email protected]

  • 16:30 - 17:10
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  • 40 min
  • |
  • Tue, 03 Dec
Technology Pitch Battle

Four tech start-ups. Four tech investors/experts. One winner. The Technology Pitch Battle will have four tech star-tups pitch for just three minutes, followed by an in-depth seven-minute Q&A session from the investor panel as the start-ups battle it out to become the winner. At the end of the session each judge will give their reasons for which is the most exciting tech start-up and why. give their reasons why.

If you would like to participate, please email Nick Rastall at [email protected] 

  • 10:40
  • Wed, 04 Dec
  • 10:40 - 13:50 GMT
  • |
  • 190 min
  • |
  • Wed, 04 Dec
  • |
  • Stream: Mines and Money@Resourcing Tomorrow Investment Theatre

Uranium/Nuclear, Mining Spotlights and Pitch Battles

  • 10:40 - 11:20
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  • 40 min
  • |
  • Wed, 04 Dec
Panel: Fuelling the future – why uranium and nuclear is key to a green energy transition

The race to a clean energy future demands a diverse portfolio of solutions. Nuclear power, once seen as a contentious topic, is re-emerging as a vital player in the fight against climate change, as well as providing an excellent investment opportunity in uranium mining companies. This panel discussion dives deep into the compelling arguments for nuclear energy's role in a sustainable future, while also exploring the potential investment opportunities it presents.

Join a distinguished group of experts as they discuss:
• Demystifying the clean energy credentials of nuclear power – exploring its minimal greenhouse gas emissions during operation .and how it can accelerate the transition to a clean energy grid.
• Examining the role of nuclear energy in complementing renewable energy sources like solar and wind.
• Examining potential investment opportunities in uranium mining companies.
• Factors to consider when evaluating uranium mining companies as investments.
• Addressing public concerns surrounding nuclear safety – highlighting the advanced safety features of modern reactor designs..
• Discussing strategies for building public confidence in the safety and environmental benefits of nuclear power.
• The role of government policies and public investment in supporting nuclear advancements.

  • 11:20 - 11:30
  • |
  • 10 min
  • |
  • Wed, 04 Dec
Mining Spotlight 26: Atha Energy
  • $163M (USD) - OTC:SASKF[more info]
  • $219M (CAD) - TSXV:SASK[more info]
  • Market Capitalization (Updated: 13 Jul 2024)
  • Project Stages: Exploration
  • Commodities: Uranium
  • Location: Canada
  • 11:30 - 11:40
  • |
  • 10 min
  • |
  • Wed, 04 Dec
Mining Spotlight 27 Baselode Energy
  • $33M (CAD) - TSXV:FIND[more info]
  • Market Capitalization (Updated: 13 Jul 2024)
  • Project Stages: Exploration
  • Commodities: Uranium
  • Location: Saskatchewan, Canada
  • 11:40 - 11:50
  • |
  • 10 min
  • |
  • Wed, 04 Dec
Mining Spotlight 28: F3 Uranium
  • $182M (CAD) - TSXV:FUU[more info]
  • $135M (USD) - OTC:FUUFF[more info]
  • Market Capitalization (Updated: 13 Jul 2024)
  • Project Stages: Exploration
  • Commodities: Uranium
  • Location: Canada
  • 11:50 - 12:00
  • |
  • 10 min
  • |
  • Wed, 04 Dec
Mining Spotlight 29: Forum Energy Metals
  • $37M (CAD) - TSXV:FMC[more info]
  • $29M (USD) - OTC:FDCFF[more info]
  • Market Capitalization (Updated: 13 Jul 2024)
  • Project Stages: Exploration
  • Commodities: Uranium, Copper, Nickel
  • Location: Canada
  • 12:00 - 12:10
  • |
  • 10 min
  • |
  • Wed, 04 Dec
Mining Spotlight 30
  • 12:10 - 12:20
  • |
  • 10 min
  • |
  • Wed, 04 Dec
Mining Spotlight 31: First Class Metals
  • $2M (GBP) - LSE:FCM[more info]
  • Market Capitalization (Updated: 13 Jul 2024)
  • Project Stages: Exploration, Development
  • Commodities: Gold, Silver, Copper, Nickel
  • Location: Canada
  • 12:20 - 12:30
  • |
  • 10 min
  • |
  • Wed, 04 Dec
Mining Spotlight 32: Central Asia Metals
  • $352M (GBP) - LSE:CAML[more info]
  • Market Capitalization (Updated: 13 Jul 2024)
  • Project Stages: Production
  • Commodities: Copper, Lead, Zinc
  • Location: Kazakhstan, North Macedonia
  • 12:30 - 12:40
  • |
  • 10 min
  • |
  • Wed, 04 Dec
Mining Spotlight 33:
  • 12:40 - 12:50
  • |
  • 10 min
  • |
  • Wed, 04 Dec
Mining Spotlight 34: ADX Energy
  • $57M (AUD) - ASX:ADX[more info]
  • Market Capitalization (Updated: 13 Jul 2024)
  • Project Stages: Exploration, Production
  • Commodities: Oil and Gas, Hydrogen
  • Location: Austria, Romania, Italy
  • 12:50 - 13:00
  • |
  • 10 min
  • |
  • Wed, 04 Dec
Mining Spotlight 35: Daresa Investment
  • Project Stages: Exploration
  • Commodities: Nickel
  • Location: Tanzania
  • 13:00 - 13:50
  • |
  • 50 min
  • |
  • Wed, 04 Dec
Mining Pitch Battle Heat 3 Base Metals

Four mining projects. Five natural resources investors. One winner. The Base Metals Mining Pitch Battle will have three mining companies pitch for just three minutes, followed by an in-depth eight-minute Q&A session from the investor panel as the miners battle it out to become the winner.

  • 08:00
  • Thu, 05 Dec
  • 08:00 - 08:50 GMT
  • |
  • 50 min
  • |
  • Thu, 05 Dec

Breakfast Briefing

  • 08:00 - 08:50
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  • 50 min
  • |
  • Thu, 05 Dec
Breakfast Briefing: Where the rubber hits the road. EU Critical Raw Materials update – What has been the feedback from the industry and what are the next steps in transforming from policy making into execution?

The EU's Critical Raw Materials Act recognizes critical minerals as essential for the energy transition, paving the way for a surge in European exploration. This Act reflects the urgency of achieving net-zero by 2050 and the steps it is going to take to get there. It should help increase and diversify the EU’s critical raw materials supply; strengthen circularity including recycling and support research and innovation on resource efficiency and the development of substitutes.

However, there are challenges ahead:
The US Inflation Reduction Act subsidies will make it two to three times more expensive to build a European battery materials refinery in Europe than in the US. And China’s recent export bans (increasing by four times including controls on gallium, germanium, and graphite) and “aggressive investment” has caused a 50% drop in certain battery material prices.

Key points discussed in this session include:
• How many new mines, processing facilities and recycling facilities are required and what are the plans to execute this?
• How on track is the EU on meeting the objectives of having 10% of strategic and critical minerals being mining locally by 2030 with the EU processing 40% of them and 25% of supply being attained 
• Speeding up permitting procedures – are new guidelines being met?
• How can investments be de-risked given the high failure fate of mining exploration?
• China and the US have the advantage of being individual countries - how can the nations of the EU collaborate better?

  • 08:50
  • Thu, 05 Dec
  • 08:50 - 11:00 GMT
  • |
  • 130 min
  • |
  • Thu, 05 Dec
  • |
  • Stream: Resourcing Tomorrow Theatre 1

Breaking out of the Echo Chamber – New Approaches to Innovation and Collaboration

  • 08:50 - 09:10
  • |
  • 20 min
  • |
  • Thu, 05 Dec
Fireside Chat with an industry leader

Mark Cutifani is a mining executive with 47 years industry experience. He has worked as a C Suite Executive for 33 years, 18 as Chief Executive. He was most recently the Chief Executive of Anglo American PLC, where he led the company’s most significant transformation, delivering industry leading shareholder returns for a Major Diversified mining group. He has received numerous awards and acknowledgements including Resourcing Tomorrow’s Lifetime Achievement Award in 2021. 

He is currently the Chair of the new spin off, Vale Base Metals business, while he is also a NED for TotalEnergies and the Senior NED for Laing O’Rourke. He is also involved in both NGO and charitable organisations including, The Power of Nutrition (Chair), Development Partner Institute (Director) and the Global Foundation (Chair of the International Advisory Committee).

  • 09:10 - 09:40
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  • 30 min
  • |
  • Thu, 05 Dec
Keynote Session: Financing the future - unlocking critical mineral potential: government financing opportunities across the mining value chain

Governments are often the missing piece in the jigsaw when it comes to financing critical minerals projects to secure the resources needed for clean energy, technology, and national security. The session will delve into successful partnership models, address challenges, and brainstorm innovative solutions to ensure a steady supply of critical minerals for a sustainable future.

Key points discussed in this session include:
• Discussing innovative financing mechanisms to incentivize critical mineral exploration and development.
• How government investment can ensure responsible sourcing and environmental sustainability throughout the supply chain

  • 09:40 - 10:10
  • |
  • 30 min
  • |
  • Thu, 05 Dec
Keynote Panel: Is technology becoming the most valuable asset in mining and metals... and an investment opportunity?

Like all sectors, mining and metals is undergoing a digital revolution. This panel discussion dives into the surge of technological innovation and its potential to reshape the entire industry, from exploration to extraction and beyond.

Join a distinguished group of experts for insights on how advancements are driving:
• The rise of mining tech startups: exploring the surge in investment and valuations for mining tech startups as they address critical challenges and unlock new opportunities. 
• Discovering how established technology companies are partnering with mining companies to develop and implement innovative solutions. 
• The role of collaboration between mining companies, technology providers, and governments in accelerating innovation.

  • 10:10 - 10:40
  • |
  • 30 min
  • |
  • Thu, 05 Dec
Keynote Panel: Building and financing resilient and sustainable end-to-end battery supply chains

There is a recognition within the auto manufacturing industry that the race for the critical minerals necessary for EV production is a zero-sum one and that these resources are infinite. To secure a competitive advantage, maintaining unfettered supply of these materials is rising on the list of priorities auto-executives must contend with. This panel will explore the evolving relationship between EV and lithium battery suppliers with the mining world and how your company can be part of these evolving trends by: 
• Building a comprehensive picture of existing cooperation between EV and battery manufacturers and mining companies 
• Providing a pathway to unplug bottlenecks that exist not only in the supply of the raw material itself but the capital necessary to fund these activities 
• Establishing a roadmap to further OEM investment in the mining sector, where those opportunities are and what level of capital expenditure is necessary to bring projects online 
• Outlining the numerous ESG and sustainability merits of vertical integration in the EV supply chain that accounts for not only environmental but jurisdictional risk 
• Assessing the impact of new legislation such as the Inflation Reduction Act on improving capacity to pursue this activity at scale

  • 10:40 - 11:00
  • |
  • 20 min
  • |
  • Thu, 05 Dec
Keynote Panel: Deal or no deal? Is acquisition and consolidation the best way forward for the mining industry in 2025?

In a rapidly evolving mining landscape, is bigger better? This panel discussion dives deep into the future of M&A and JVs in the mining industry. Our experts will explore whether consolidation is the key to success or if alternative strategies, such as vertical integration with parts of the midstream and downstream

Key points discussed in this session include:
• Citing recent cases, does increased size lead to greater efficiency and bargaining power, or stifle innovation and competition?
• How will the growing demand for critical minerals like lithium and cobalt affect M&A activity?
• Reviewing emerging trends in M&A such as vertical integration
• Does M&A create or destroy value in the mining industry?

  • 11:00
  • Thu, 05 Dec
  • 11:00 - 14:10 GMT
  • |
  • 190 min
  • |
  • Thu, 05 Dec
  • |
  • Stream: Mines and Money@Resourcing Tomorrow Investment Theatre

Commodity Deep Dives, Mining Spotlights and Pitch Battles

  • 11:00 - 11:40
  • |
  • 40 min
  • |
  • Thu, 05 Dec
Panel: Copper – a powder keg ready to explode?

Copper, a vital metal for the modern world, is crucial for the clean energy transition. However, a lack of new major copper projects raises concerns about future supply meeting skyrocketing demand. This panel discussion explores the investment opportunities in copper mining companies amidst this critical juncture.

Discussion points include:
• The copper conundrum:
  - Understanding copper's role in clean energy technologies like wind turbines, solar panels, and electric vehicles.
  - Examining the potential for supply shortages due to rising demand and a lack of new copper mines.
  - Discussing the disconnect between high copper demand and the challenges faced by mining companies in increasing production.
• Investing in a sustainable future:
  - Exploring investment opportunities in responsible copper mining companies focused on sustainable practices and minimal environmental impact.
  - Identifying key factors for evaluating copper mining companies as potential investments.
• Navigating the challenge:
  - Analysing the impact of geopolitical factors and potential supply chain disruptions on copper prices.
  - Discussing the environmental and social considerations for responsible copper mining practices.
  - Understanding the long-term outlook for copper demand and its role in the clean energy future.
• The price squeeze:
  - Examining the rising costs associated with copper mining, including operational expenses and capital expenditure for new mines.
  - Exploring the potential future scenario where high copper prices are necessary to incentivize new mine development.
  - Discussing the risk of exorbitant copper prices leading to a shift towards substitute materials like aluminium.
• How will the majors react?
  - Acquiring copper assets
  - Expanding brownfield copper projects
  - Spin-off of energy transition metals
• The bigger picture:
  - Evaluating the potential benefits and drawbacks of consolidation within the copper mining industry (e.g., BHP's attempted takeover of Anglo American).
  - Examining the potential impact of a dysfunctional copper market on future supply and prices.
  - Discussing the broader implications for the planet if a copper supply shortage hinders the clean energy transition.

  • 11:40 - 11:50
  • |
  • 10 min
  • |
  • Thu, 05 Dec
Mining Spotlight 51: Southern Cross Britannia
  • Project Stages: Exploration
  • Commodities: Copper, Gold, Lithium, Uranium
  • Location: Argentina
  • 11:50 - 12:00
  • |
  • 10 min
  • |
  • Thu, 05 Dec
Mining Spotlight 52: Tempest Minerals
  • $4M (AUD) - ASX:TEM[more info]
  • Market Capitalization (Updated: 13 Jul 2024)
  • Project Stages: Exploration
  • Commodities: Copper, Gold, Lithium, Iron Ore
  • Location: Western Australia
  • 12:00 - 12:10
  • |
  • 10 min
  • |
  • Thu, 05 Dec
Mining Spotlight 53: MTB Metals
  • $3M (CAD) - TSXV:MTB[more info]
  • $3M (USD) - OTC:MBYMF[more info]
  • Market Capitalization (Updated: 13 Jul 2024)
  • Project Stages: Exploration
  • Commodities: Copper, Gold
  • Location: Canada
  • 12:10 - 12:20
  • |
  • 10 min
  • |
  • Thu, 05 Dec
Mining Spotlight 54: Renforth Resources
  • $7M (CAD) - CSE:RFR[more info]
  • $6M (USD) - OTC:RFHRF[more info]
  • Market Capitalization (Updated: 13 Jul 2024)
  • Project Stages: Exploration
  • Commodities: Copper, Cobalt, Nickel, Platinum, Palladium, Zinc, Battery Metals
  • Location: Canada
  • 12:20 - 12:30
  • |
  • 10 min
  • |
  • Thu, 05 Dec
Mining Spotlight 55 Nicola Mining
  • $58M (CAD) - TSXV:NIM[more info]
  • Market Capitalization (Updated: 13 Jul 2024)
  • Project Stages: Exploration, Production
  • Commodities: Silver, Gold, Copper
  • Location: Canada
  • 12:30 - 12:40
  • |
  • 10 min
  • |
  • Thu, 05 Dec
Mining Spotlight 56 Culpeo Minerals
  • $8M (AUD) - ASX:CPO[more info]
  • Market Capitalization (Updated: 13 Jul 2024)
  • Project Stages: Exploration, Development
  • Commodities: Copper
  • Location: Chile
  • 12:40 - 12:50
  • |
  • 10 min
  • |
  • Thu, 05 Dec
Mining Spotlight 57
  • 12:50 - 13:00
  • |
  • 10 min
  • |
  • Thu, 05 Dec
Mining Spotlight 58
  • 13:00 - 13:10
  • |
  • 10 min
  • |
  • Thu, 05 Dec
Mining Spotlight 59: Awale Resources
  • $47M (CAD) - TSXV:ARIC[more info]
  • Market Capitalization (Updated: 13 Jul 2024)
  • Project Stages: Exploration
  • Commodities: Gold
  • Location: Cote d’Ivoire
  • 13:10 - 13:22
  • |
  • 12 min
  • |
  • Thu, 05 Dec
Mining Spotlight 60: Altus Gold
  • Project Stages: Exploration, Development
  • Commodities: Gold
  • Location: Nevada, USA
  • 13:20 - 14:10
  • |
  • 50 min
  • |
  • Thu, 05 Dec
Mining Analyst Pitch Battle

Uranium to be the best performing commodity of 2025?  Lithium to be the worst? Trump to rescind the IRA? An auto-manufacturer to buy a midtier? Gold to go to US$3,000? Three analysts. One mining prediction for 2025. Each analyst will have three minutes to pitch their thesis, before taking questions from the judges and the floor, to decide which prediction you think will happen

  • 14:00
  • Thu, 05 Dec
  • 14:00 - 16:00 GMT
  • |
  • 120 min
  • |
  • Thu, 05 Dec
  • |
  • Stream: Resourcing Tomorrow Theatre 1

2025: Strategies for Uncertain Times in The Mining Industry

  • 14:00 - 14:40
  • |
  • 40 min
  • |
  • Thu, 05 Dec
Keynote Panel: A world in flux: geopolitical risks and resource security

The year 2024 presents a confluence of challenges: a volatile geopolitical landscape, a record number of democratic elections, and ongoing disruptions to critical supply chains. This keynote panel discussion convenes leading experts from the mining industry, energy sector, and security domain to explore how the mining industry can adapt and navigate these uncertain times to ensure a secure future for energy, defence, and space exploration.

Our esteemed panellists will address:
• Understanding the interconnectedness of resources needed for energy, defence, and space exploration, and their vulnerability to geopolitical instability
• The ripple effect of geopolitical tensions: Examining how global conflicts like the Israel-Hamas war and the Russia-Ukraine war continue to disrupt critical shipping lanes and impact energy security
• Exploring the role of the mining industry in responsibly sourcing and supplying critical minerals essential for national security and technological advancements
• How can the mining industry adapt to a changing landscape by developing flexible and resilient strategies to mitigate risk and ensure a steady supply of resources in a volatile world
• The impact of geopolitical uncertainty on the mining industry's operations and supply chains
• Developing strategies for diversifying resource sourcing and reducing dependence on potentially unstable regions
• The role of international collaboration and diplomacy in securing access to critical minerals

  • 14:40 - 15:20
  • |
  • 40 min
  • |
  • Thu, 05 Dec
Keynote Panel: Thriving in turbulent times – mining investment strategies in a time of poly and perma-crisis

From geopolitical instability and climate change to resource scarcity and economic uncertainty, a confluence of crises – "polycrisis" – is reshaping the mining investment landscape. This critical keynote panel discussion brings together leading investment experts to navigate these turbulent times and identify winning strategies for the future.

Our esteemed panellists will address:
• Deciphering the polycrisis Landscape: Understanding the interconnected web of challenges facing the mining industry, from political tensions to climate disruptions.
• Investing for resilience: developing robust investment strategies that can withstand market volatility and adapt to changing geopolitical realities.
• The rise of permacrisis: Acknowledging the potential for long-term, persistent crises and building investment portfolios with long-term sustainability in mind.
• Identifying opportunities in uncertainty: Exploring emerging trends and disruptive technologies that may unlock new investment opportunities in the mining sector.

  • 15:20 - 16:00
  • |
  • 40 min
  • |
  • Thu, 05 Dec
Keynote Panel: Phosphates and potash, the forgotten critical minerals to enhance global food security

In the mining industry phosphates and potash often go unnoticed, remarkable when you consider that the Haber-Bosch process, which has enabled an extra 4 billion people to live on this planet, is one of the greatest achievements of the mining industry. This session brings them to the forefront, highlighting their critical role in boosting crop yields and feeding a growing population. We will explore the challenges surrounding fertilizer use and discuss strategies for sustainable fertilizer management to ensure a stable food supply for all.

Key issues debated in this session include:
• How potash and phosphates contribute to global food security efforts, particularly in the face of a rising population and changing climate
• What are the geopolitical factors and how can the risk be mitigated?
• Exploring challenges associated with fertilizer use, such as environmental impact and resource depletion
• Sustainable strategies for efficient fertiliser application and minimizing waste
• Looking ahead to advancements in fertiliser technology and innovations that can ensure food security while protecting the environment.