Conference Agenda

How today’s biggest risks, challenges, and opportunities are driving investment

• The global macro factors impacting today’s metals markets
• What’s driving investment into the sector?
• How the energy transition continues to change industry dynamics

Global commodities outlook and the road to net zero

• How do we see metals performing over the coming year? Top performers - and why?
• Impact of the energy transition on supply/demand - Assessing the looming supply gaps

Uncovering opportunities in the battery value chain and key battery metals outlook

Investing across the transition space

• How to assess key opportunities in green and renewable investment

Where is the smart money going in battery metals?

• What’s currently driving investment into this space? How can investors know they’re making the right decisions, based on outlook, technologies, etc.?
• Role of government and alternative investors in driving the industry - Where are the biggest impacts being made?
• As more countries are looking to secure their own supply of the key transition metals, where do you stand on the de-globalization trend?

Becoming a major player in the global metals markets

Will gold continue breaking record highs?

• Gold pricing hit record highs in early 2024 - Where do our panellists think pricing will move through the remainder of the year?
• Is a correction necessary?
• Do you see central banks continuing to purchase high amounts of precious metals moving forward? Other macro factors impacting this
• Mining costs and impacts on supply - Understanding the dynamics behind bringing new mines online

Navigating energy security through the global energy transition

• The role of LNG and natural gas through the energy transition - How do we ensure energy security while still moving towards a transition away from fossil fuels?
• How can investors and energy companies address the shortage of capital for new projects? Where is investment coming from?
• Our energy future - What mix do you foresee as the world moves towards net zero?

Can India replace China as the driver of global commodities demand?

• India’s commodity demand has grown significantly post-Covid, but current investment plans indicate this growth may be unsustainable
• Which commodities stand to benefit most, especially against a backdrop of continued deterioration of growth drivers from China?

Different perspectives on industry decarbonization

• How are carbon strategies playing a role for investors in this space at the moment?
• Role of ESG and sustainability - How is this driving investment and growth in the industry?