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09:00 - 09:10
Chairperson's opening remarks

Paul Robinson, Multi Commodity Information and Knowledge, CRU

09:10 - 10:30
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

Matthew Bateson, Head of Environment & Legacy Management, Rio Tinto
Alan Knight, General Manager, Corporate Responsibility, Arcelor Mittal

11:00 - 11:30
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

11:30 - 12:30
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
Jeremy Wrathall, Founder & CEO, Cornish Lithium
Jessica Fung, Vice President, Pala Investments

14:00 - 14:30
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

14:30 - 15:15
Panel Discussion - The future of transportation

How will the automotive world change in terms of design, materials consumption ownership, level of automation and powertrain?

  • Are car makers prepared for the scale of investment required?

Rebecca Gordon, Head of Technology Metals & Energy, CRU
Emmanuel Bulle, Head of EMEA Manufacturing, Corporate Ratings, Fitch Ratings

16:55 - 17:25
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

17:25 - 17:55
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

09:00 - 10:00
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?

Andrew Hinkly, Executive Head Marketing, Anglo American Platinum
Paul Baruya, Principal Consultant, Coal Supply and Markets, IEA, Clean Coal Centre
Jessica Fung, Vice President, Pala Investments

10:00 - 10:45
Modelling the commercial impact of environmental regulation

  • How will detailed Paris 2015 policy implementation choices impact supply conditions in ferrous and base metal markets, including: margins, production and investment choices, and patterns of international trade?
  • Detailing scenarios based on policy choices in transportation, construction and the energy sector – how does policy affect demand?
  • What are the opportunities to mitigate competitiveness issues through capital investment, process innovation and portfolio optimisation?

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

11:15 - 12:05
Green provenance – creating commodity market divergence

  • Mitigating the environmental impact of bringing new materials to market
  • Analysing the contribution of the green supply sector in creating efficiencies in water, energy and remediation
  • Quantifying the value of green segmentation
  • Assessing lifecycle assessment and total cost of ownership across materials
  • Does the ability to prove a reduced environmental footprint effectively de-commoditise primary production?

Dr Fiona Solomon, Chief Executive Officer, Aluminium Stewardship Initiative

12:05 - 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?
  • Analysing the state of the art in molecular recycling

Dr Michael Sansom, Associate Director – Sustainability, Steel Construction Institute (SCI)
Eoin Dinsmore, Head of Primary and Products, Aluminium, CRU

14:00 - 14:30
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

14:30 - 15:00
Manufacture as a service and the ramifications both for sustainability and the metals sector



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

15:00 - 16:00
Networked future, advanced analytics and materials

  • How will consumers of materials adapt their products to the increasing amount of real-time information that is generated?
  • How will this change traditional commercial modes between metals producers and customers?
  • Are we building the right type of mill, in the right places, and mining the right commodities?
  • What does the materials world look like in 2035, in terms of recycling, lead times, inventory management, materials demand and geography?