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Agenda

09:00 - 09:05
Chairperson's opening remarks

Chair:
Paul Robinson, Multi Commodity Information and Knowledge, CRU

09:05 - 10:20
Keynote session: Maximising value in sustainability

  • What commercial opportunities does the low carbon future provide metals and mining?
  • Reviewing R&D and the key gains in efficiency being made
  • Can the metals and mining industry supply the needs of the green economy sustainably?
  • As the largest commodities consumer in the world, how will the rate of China’s transition to green technology affect commodities demand?
  • To what extent do the sustainability aims of miners, producers and consumers overlap and why a multi-sector approach to sustainability and data sharing will yield the best results


Dr Alan Knight, General Manager, Corporate Responsibility, Arcelor Mittal
Erik Fossum, SVP and Head of Primary Metal Commercial, Hydro Aluminium AS

10:20 - 10:40
Demand projections for non-ferrous metals in low-carbon applications - Implications for European industry

  • Examining actual and projected impact of European regulation on sustainability in European metals production  
  • The extent to which Europe’s metals recycling sector can help to satisfy the need for strategic materials   





  • Chris Heron, Communications and Public Affairs Manager, Eurometaux

    11:05 - 11:25
    Scrutinizing the modern energy pivot - understanding the winners & losers

    • This talk will focus on de-coding the global energy mix by way of presenting a memorable A-Z story arc on how government and industry arrived to this point.
    • Accelerate familiarity in the dramatic shifts that have occurred in the generation, transfer and utilization of energy in the past decade.
    • Review the increasing role that technology plays in the energy matrix and how this transition will result in tremendous opportunities, and pitfalls, for countless numbers of products, businesses and sectors.
    • This talk aims to scrutinize the many conflicting reports participants have surely read, and provide a colourful, data driven view into future growth areas for investors and consumers alike.


    Gianni Kovacevic, Executive Chairman, CopperBank
    Chair:
    Paul Robinson, Multi Commodity Information and Knowledge, CRU

    11:25 - 11:45
    Technology developments - implications for metals

     

     



    Dr Trevor Keel, Consultant, World Gold Council
    Chair:
    Paul Robinson, Multi Commodity Information and Knowledge, CRU

    11:45 - 13:00
    Panel discussion: Battery metals - demand vs. availability

    • How will the way that energy is produced, stored and consumed change, and what is the impact on metals demand and production?
    • Supply demand and price perspectives for Pb/Zn, Cu, Ni, Co and Li
    • Assessing metal intensity in renewable energy technologies
    • Examining the state-of-the-art in battery technology – which commodities are the winners and which the losers, under different technological scenarios?


    Michael Insulan, Senior Market Analyst, ERG
    George Heppel, Consultant, Cobalt & Molybdenum, CRU
    Luke McFadyen, Market Analysis and Economics Manager, Syrah Resources
    Neil Hawkes, Principal Consultant, Base Metals, CRU
    Jeremy Wrathall, Founder & CEO, Cornish Lithium
    Jessica Fung, Vice President, Pala Investments
    Chair:
    Rebecca Gordon, Head of Technology Metals & Energy, CRU

    14:00 - 14:20
    New energy vehicles

    • NEV demand going forward and risks to forecast, considering not only cars, but also trucks and buses
    • Technology choices for vehicle manufacturers and what these choices mean for demand for different commodities – cathodes and anodes
    • Review of potential bottlenecks in Li, Co, Mn and Ni supply chains
    • Introduction to work on graphite and silicon for anodes
    • Summary of risks and opportunities


    Rebecca Gordon, Head of Technology Metals & Energy, CRU

    14:20 - 14:40
    Running low on fuel

     

     



    Emmanuel Bulle, Head of EMEA Manufacturing, Corporate Ratings, Fitch Ratings

    15:00 - 15:20
    Importance of sustainability in supply chains

     

     



    Sabine Angermann, Director Procurement, Supplier Quality and Sustainability, Mercedes Benz, Daimler AG

    15:20 - 15:40
    Lead: an essential metal for a greener world

     

     



    Dr Andy Bush, Managing Director, International Lead Association

    16:15 - 16:35
    Sustainability assurance in metals supply chains

     

     



    Dr Fiona Solomon, Chief Executive Officer, Aluminium Stewardship Initiative

    16:35 - 17:35
    Panel Discussion -Strategic resources: locating, securing and diversifying

     

     

     



    Ben Jones, Managing Consultant, Consulting, CRU
    Darryn Quayle, Mining Engineer and Specialist, Infrastructure Group, Department for International Trade
    Torsten Brandenburg, Head of Unit, Mineral Economics, DERA/BGR

    09:00 - 09:40
    Capital and the future of metals

    • Examining the investments being made by resource and metal companies – to what extent do they safeguard current markets?
    • How will the adoption of renewable energy solutions in energy generation and transportation change the type of clean technologies that are needed, and what are the commodity specific implications?
    • What is private equities’ view on the green economy and metals demand?


    Paul Baruya, Principal Consultant, Coal Supply and Markets, IEA, Clean Coal Centre
    Jessica Fung, Vice President, Pala Investments

    09:45 - 10:05
    Which base metals offer the best investment opportunities?

    • Cost momentum for some of the base metals – Pb, Zn, Cu, Ni, Co and Mo.
    • Marginal costs and pricing from i) historical price support levels and ii) the forward-looking direction of cost momentum.
    • Fundamentals, challenges and relative margins: which sector may offer the best short and longer-term opportunities?


    Ryan Cochrane, Research Manager – Lead, Zinc & Precious Metals, CRU

    10:05 - 10:25
    Illiquid high value metals of the future: supply and price risks

    • Where are metal of the future in limited supply?
    • What are the risks for a consumer?
    • How can the market develop?
    • How will we know if a metal is in illiquid supply?
    • Examples will be drawn from scandium, niobium as well as other metals.


    Lavan Mahadeva, Research Director, Consulting, CRU

    11:15 - 11:55
    The Paris Climate Change Agreement - the next steps, and Assessing and Modelling the Implications for Key Metals

     

     



    Christopher Beauman, Senior Adviser, European Bank for Reconstruction and Development
    Ben Jones, Managing Consultant, Consulting, CRU

    12:20 - 13:05
    Recycling and reuse

    • Optimising value in use and recycling economics. How do these compare between steel, aluminium and other metals?
    • Will long-term increases in recycling rates and secondary materials availability, hold back demand from primary metals?
    • Exploring strategies to optimise reuse
    • How will scrap supply vary by commodity, and what is the future of scrap collection and processing in China?


    Dr Michael Sansom, Associate Director – Sustainability, Steel Construction Institute (SCI)
    Charlie Durant, Principal Consultant, CRU
    Neil Hawkes, Principal Consultant, Base Metals, CRU

    14:20 - 14:40
    Spotlight session: What does the materials world look like in 2035, in terms of recycling, lead times, inventory management, materials demand and geography – are we building the right mills in the right places?

    • Demand overview for steel, aluminium and base metals
    • How the supply side may change between now and 2035
    • Share of primary vs. scrap and factors affecting this
    • How data sharing and other developments might impact inventory management and the relationship between consumers and metals producers


    Chris Asgill, Senior Consultant, CRU

    14:40 - 15:00
    Manufacture as a service and the ramifications both for sustainability and the metals sector

     

    • Shifting towards services and solutions and contracting on a cost per tonne basis

    • How widespread is the shift to service in manufacturing and why do some companies fail to develop sustainable business models post-transition?

    • Introducing a framework to test your organisations business model, supplier capability and ability to successfully deliver services  

     



    Professor Andy Neely, Institute for Manufacturing, Department of Engineering, University of Cambridge

    15:00 - 15:20
    A balancing act

    • Why industry will increasingly be needed to help balance the grid
    • How variable electricity consumption (modulation) can help reduce CO2 emissions from electricity generation
    • Why there will be big opportunities in the for those that can modulate electricity usage


    Andrew Hinkly, CEO AP Ventures, Anglo American
    Ben Jones, Managing Consultant, Consulting, CRU
    Chris Asgill, Senior Consultant, CRU
    Charlie Durant, Principal Consultant, CRU
    Dr Mark Dorreen, Director, Light Metals Research Centre, University of Auckland, Vice President, Technical, Energia Potior Limited

    15:20 - 15:40
    Technological capabilities of mining automation and its transformative effect on the industry



    Enkhjin Munkhjargal, Mining Engineer, Association of Mining Analysts, Energy Institute and Mining Club CEPMLP and Dundee University Consul

    15:40 - 15:50
    Conference closing address

    Chair:
    Paul Robinson, Multi Commodity Information and Knowledge, CRU

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