Agenda

09:05
Keynote panel discussion - Charting a new course?

  • Recapping the key operational changes caused by COVID – Which changes will stick and why?
  • Detailing how carbon abatement, the integration of renewable energy and other ESG variables will affect costs, access to capital and the investment attractiveness of the industry
  • How will deferred activities such as stripping and maintenance impact production guidance in 2021 and beyond?
  • What impact will the new Chinese 5-year plan have on production, demand and international trade?

Ragnar Udd, President Minerals Americas, BHP
Speaker:
Aaron Puna, CEO, Chile, Anglo American
Ivan Arriagada, Group CEO, Antofagasta
Peter Kukielski, President and Chief Executive Officer, Hudbay
Joshua F. Olmsted, President And Chief Operating Officer – Americas, Freeport McMoran
Moderator:
Vanessa Davidson, Director of Copper Research and Strategy, CRU

10:45
Panel discussion – Creating a competitive edge through environmental excellence

• Building a LEAN, green, mining machine - speed to market for new energy metals through breakthrough project delivery
• Machine learning and AI
• Tailings management
• Renewables integration
• Water efficiency
• Big data
• Automation
Simon Yacoub, Vice President of Strategy and Transformation, Americas,, Worley

12:15
Panel discussion - Carbon emissions

  • How will other countries respond to climate change policy and ambitions in Europe, China and the US?
  • What impact will carbon costs have on production costs in the copper industry?
  • Access to capital in the green economy; implication for the copper industry

Marta Dec, Senior Analyst, Base Metals, CRU

14:15
ICA Workshop

• COVID-19 Impact on Copper Future Themes
• The Material Opportunity in Power Electronics
• World Substitution Impact
• The Future of Urban Mining

Speaker:
Peter Gorle, Managing Director, Metra Martech Ltd
Luke Gear, Senior Technology Analyst, IDTechEx
Krisztina Kalman-Schueler, Managing Partner, DMM Advisory Group
Dr Luis Tercero, Head of Business Unit Systemic Risks, Fraunhofer Institute
Moderator:
Ernest Scheyder, Mining and Future Energy Correspondent, Reuters

15:30
Workshop - Risk Adjusted Decision Making

CRU’s Risk Adjusted Decision Making toolkit enables dynamic analysis of risk and value and is especially useful for assessing projects, expansions, and long term mine planning.

 

We have used these techniques to support mining industry executives and decision makers around the world to better answer questions like:

 

  • What is the probability the NPV of our mine or project is over $X billion?
  • Where should our risk mitigation focus?
  • What is the value of our long term expansion options?
  • How can we leverage the upside potential of our asset?
  • How can we communicate a richer, more complete understanding of value to management and the Board?

 

Workshop participants will benefit from insights including:

 

  • The benefits of Risk Adjusted Decision Making and dynamic modelling compared to traditional “static” valuation methods
  • An understanding of dynamic modelling tools including Scenario Analysis, Monte Carlo, and Real Options
  • How these tools are used to:
    • Make better, more informed decisions
    • Provide deeper, more insightful understanding of value, risk and opportunities
    • Create an organised and integrated view of risk and value

Taylor Shively, Principal Consultant, Consulting, CRU

08:00
CEO Vignette - How will deferred operational activities impact production guidance in 2021 and beyond?



Speaker:
Shehzad Bharmal, Senior Vice President, Base Metals, North America and Peru, Teck Resources Limited

08:30
Panel discussion – Production, project and exploration outlook

 


Speaker:
Shehzad Bharmal, Senior Vice President, Base Metals, North America and Peru, Teck Resources Limited
Víctor Gobitz, President – CEO, Compañía Minera Antamina S.A
Erik Heimlich, Principal Analyst, CRU

09:15
CEO Vignette – Block cave mining and the supply side outlook



Tim Casten, Vice President Underground Planning, Freeport McMoRan

10:00
Panel discussion – Certification and responsible sourcing



Matthew Chamberlain, CEO, London Metal Exchange
Nneka Chike-Obi, Director, ESG Research, Fitch Ratings
Michèle Brülhart, Executive Director, The Copper Mark

11:00
CEO Vignette – Renewable energy and US infrastructure




Charlie Murrah, Executive Vice President, Metals, Southwire Company

11:15
Panel discussion - Copper demand

  • Renewable energy production outlook – How copper intensive is the outlook?
  •  Assessing overall copper demand
  • Revisiting demand projections for EVs and related infrastructure

Charlie Murrah, Executive Vice President, Metals, Southwire Company
Speaker:
Nicholas Snowdon, Metals Strategist, Goldman Sachs
Robert Edwards, Managing Consultant, CRU
Moderator:
Charlie Durant, Principal Consultant, CRU

12:15
Panel discussion – The outlook for recycling in the copper industry




Speaker:
Michael Lion, President, Lion Consulting Asia Ltd, and Everwell Resources Ltd
Kurt Breischaft, President, Sdi LaFarga Copperworks
Samuel Grant, Analyst, Base Metals, CRU

14:15
Sulphuric acid seminar



Peter Harrisson, Head of Sulphur & Sulphuric Acid Analysis, CRU
Jorge Cantallopts Araya, Director de Estudios y Políticas Públicas, COCHILCO
Gruffudd Roberts, Analyst, Base Metals, CRU