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- Available to watch pre-conference from 15 March
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- Available to watch pre-conference from 15 March
- Market Overviews - Cobalt and Lithium, Nickel, Tin, Tungsten, Tantalum, Aluminium, Molybdenum, Zinc, Copper, Titanium, Rare Earths | Led by Argus experts
All market overviews for individual commodities will address the following questions
- How is the price behaving and what are the factors driving them?
- What is the outlook for the balance of supply and demand post-Covid?
- Are any regions emerging as new hubs of production and consumption?
30- minute presentations to be included:
- Cobalt and Lithium
- Nickel
- Tin
- Tungsten
- Tantalum
- Aluminium
- Molybdenum
- Zinc
- Copper
- Titanium
- Rare Earths
- Available to watch pre-conference from 15 March
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- Available to watch pre-conference from 15 March
- Nickel: Potential amidst uncertainty Norilsk Nickel, Brazilian Nickel, Anglo-American
- How should nickel producers anticipate short and long-term demand from the battery and stainless steel markets – and to what extent could they shift?
- How does Indonesia’s growing importance to nickel supply affect the market on a global scale?
- To what extent are nickel’s price and growth opportunities affected by the cobalt market?
Confirmed speakers:
Denis Sharypin, Director- Strategic Marketing, Norilsk Nickel
Anne Oxley, Technical Director, Brazilian Nickel
Barry Jackson, Principal Market Intelligence, Nickel and Stainless Steel Materials, Anglo-American
- Available to watch pre-conference from 15 March
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- Available to watch pre-conference from 15 March
- Cobalt: The antihero of the electrification revolution Glencore, Eurasian Resources Group, Cobalt Institute
- How has the reduction in price over the last few years affected the dynamic and form of cobalt trade?
- How are producers responding to attempts to reduce or eliminate the battery market’s reliance on cobalt?
- What further developments are required to underpin sustainability in the cobalt industry?
Confirmed panelists:
David Brocas, Lead Cobalt Trader, Glencore
Michael Insulan, Senior Market Analyst, Eurasian Resources Group
Adam McCarthy, President, Cobalt Institute
- Available to watch pre-conference from 15 March
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- Available to watch pre-conference from 15 March
- Tin: Can new growth opportunities power demand to above pre-pandemic levels? ThyssenKrupp, Halcyon Metals, AfriMet Resources, Amalgamated Metal Trading
- How strong will the demand growth be from lithium-ion batteries and other new applications for tin?
- How could the geopolitics of international trade affect supply chains or cause them to re-align?
- What is the outlook for new investment in mines?
Confirmed panelists:
Sascha Ewert, Head of Non-Ferrous Metals, thyssenKrupp
Hadley Natus, Managing Director, AfriMet Resources AG
Dharam Kotecha, Director, Halcyon Metals
Tom Mulqueen, Head of Research, Amalgamated Metal Trading Ltd
- Available to watch pre-conference from 15 March
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- Available to watch pre-conference from 15 March
- Rare Earths: The race to supply chain diversification Sonoash, BRGM (French Geological Survey), National Energy Laboratory (US DOE)
- As demand for rare earths grow, why is it so critical to have diversified sources of supply?
- What is the likelihood of Europe or the US creating their own internal supply chain, and what is the Plan B?
- What initiatives should governments and mining companies undertake to maximise their chances of success in a notoriously risky business?
Confirmed panelists:
Claudio Arato, Chief Technical Officer, Sonoash
Gaetan Lefebvre, Market Analyst, BRGM (French Geological Survey)
Maryanne Alvin, Technology Manager, National Energy Laboratory, US Department of Energy
Live Q&A: Ask Argus and Meet the Speakers
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- 09:00 EDT
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- 09:20 EDT
- Meet the Speakers: Battery Metals Glencore, Brazilian Nickel, Anglo-American
Live Q&A with speakers from the Cobalt and Nickel panels
David Brocas, Lead Cobalt Trader, Glencore
Anne Oxley, Technical Director, Brazilian Nickel
Barry Jackson, Principal Market Intelligence, Nickel and Stainless Steel Materials, Anglo-American
- 09:30 EDT
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- 09:50 EDT
- Meet the Speakers: Battery Materials Eurasian Resources Group, Norilsk Nickel, Cobalt Institute
Live Q&A with speakers from the Cobalt and Nickel panels
Adam McCarthy, President, Cobalt Institute
Denis Sharypin, Director- Strategic Marketing, Norilsk Nickel
Michael Insulan, Senior Market Analyst, Eurasian Resources Group
- 10:00 EDT
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- 10:45 EDT
- Ask Argus: Minor Metals Argus
Live Q&A for Tungsten, Tantalum, Molybdenum and Titanium market overviews
Anuradha Ramanthan, Deputy Editor
Mark Seddon, Senior Manager (Consulting, Metals)
Zach Schumacher, Deputy Editor
Ellie Saklatvala, Editor
Tom Kavanagh, Senior Reporter
- 12:00 EDT
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- 12:45 EDT
- Ask Argus: Base Metals Argus
Live Q&A for Aluminium, Nickel, Copper, Zinc or Tin market overviews
Mark Seddon, Senior Manager (Consulting, Metals)
Jethro Wookey, Senior Reporter, Argus
Anna Xu, Lead Analyst
- 14:00 EDT
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- 14:45 EDT
- Ask Argus: Rare Earths Argus
Live Q&A for Rare Earths market overview
Mark Seddon, Senior Manager (Consulting, Metals)
- 22:00 EDT
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- 22:40 EDT
- Can decarbonised mining become a reality? (Session One) Vincent Ledoux Pedailles, Vice President - Business Development, Vulcan Energy Resources
- Assessing the speed with which mining companies can reduce their reliance on fossil fuels for power and electricity
- What alternative and innovative methods can help to reduce emissions in the present and future?
- What are the consequences of decarbonisation for production costs, investment opportunities and trading?
- What alternative and innovative methods can help to reduce emissions in the present and future?
- What are the consequences of decarbonisation for production costs, investment opportunities and trading?
- 00:00 EDT
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- 00:30 EDT
- Maintaining the equilibrium between producers and investors after the pandemic (Session One) Matt Fifield, Managing Partner, Pacific Road Capital
- To what degree could economic pressures reduce ESG as a priority in the mining industry?
- How is investor activism developing in the wake of the pandemic?
- By which means can major actors across the metals value chain collaborate to maintain ESG at the forefront of operations?
- How is investor activism developing in the wake of the pandemic?
- By which means can major actors across the metals value chain collaborate to maintain ESG at the forefront of operations?
- 02:00 EDT
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- 02:30 EDT
- How can responsible sourcing initiatives be strengthened and empowered? (Session One) James Nicholson, Head of Corporate Communications, Trafigura
- To what extent have the ICMM’s Mining Principles provided an achievable roadmap?
- What more can be done to expedite the standardisation of reporting guidelines for ESG and SLO?
- Where are we witnessing the biggest problems and disruptions due to a lack of standardisation?
- What more can be done to expedite the standardisation of reporting guidelines for ESG and SLO?
- Where are we witnessing the biggest problems and disruptions due to a lack of standardisation?
- 04:00 EDT
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- 04:30 EDT
- Geopolitical Risks in Metals Markets: What next post-Trump? Oliver Nugent, Commodities Analyst (Metals), Citi Group
- How will the Biden administration affect trade relations between the US and other jurisdictions?
- Where are geopolitical issues affecting the price of metals?
- In what manner are tensions affecting supply chain diversification?
- Where are geopolitical issues affecting the price of metals?
- In what manner are tensions affecting supply chain diversification?
- 06:00 EDT
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- 06:30 EDT
- Digitalisation in Action: Innovation, Marketing and Leadership Behaviours Alice Minuto, Trading Unit Manager, Duferco Commerciale
- 07:00 EDT
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- 07:30 EDT
- Maintaining the equilibrium between producers and investors after the pandemic (Session Two) Adrian Rimmer, Senior Advisor, Green and Sustainable Finance, London Stock Exchange Group
- To what degree could economic pressures reduce ESG as a priority in the mining industry?
- How is investor activism developing in the wake of the pandemic?
- By which means can major actors across the metals value chain collaborate to maintain ESG at the forefront of operations?
- How is investor activism developing in the wake of the pandemic?
- By which means can major actors across the metals value chain collaborate to maintain ESG at the forefront of operations?
- 09:00 EDT
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- 09:40 EDT
- Can decarbonised mining become a reality? (Session Two) Euromines, KGHM Polska Miedz SA, LKAB, RHI Magnesita
- Assessing the speed with which mining companies can reduce their reliance on fossil fuels for power and electricity
- What alternative and innovative methods can help to reduce emissions in the present and future?
- What are the consequences of decarbonisation for production costs, investment opportunities and trading?
Confirmed speakers:
Mirona Coropciuc, Deputy Director, Euromines
Radoslaw Zydok, Director of the Regulatory and Strategic Analysis Department, KGHM Polska Miedz SA
Jan Mostrom, CEO, LKAB
Stefan Rathausky, Head of Corporate Communications, RHI Magnesita
- 10:00 EDT
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- 10:30 EDT
- Sustainable Finance from a European Perspective Euromines, Cluster Portugal Mineral Resources
- To what extent does the EU’s Sustainable Finance Action Plan provide a workable framework for the mining industry?
- Which measures should be taken to ensure that investments are targeted and cost-effective?
- How can companies across the value chain be proactive in ensuring that they are attractive prospects for investment?
Confirmed speakers:
Mark Rachovides, President, Euromines
Luis Martins, President of the Board, Cluster Portugal Mineral Resources
- 11:00 EDT
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- 11:30 EDT
- Metals Recycling and the Circular Economy Filipe Costa, CEO, Cronimet Envirotec GmbH
- What technologies are currently being used to process metallic waste?
- How do these processes interact with the conventional scrap market?
- What are the environmental and economic benefits of these processes?
- 12:00 EDT
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- 12:30 EDT
- How can responsible sourcing initiatives be strengthened and empowered? (Session Two) James Nicholson, Head of Corporate Communications, Trafigura
- To what extent have the ICMM’s Mining Principles provided an achievable roadmap?
- What more can be done to expedite the standardisation of reporting guidelines for ESG and SLO?
- Where are we witnessing the biggest problems and disruptions due to a lack of standardisation?
- What more can be done to expedite the standardisation of reporting guidelines for ESG and SLO?
- Where are we witnessing the biggest problems and disruptions due to a lack of standardisation?
- 20:30 EDT
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- 21:00 EDT
- Consolidating the Li-ion industry with a recycling market (Session One) EcoNiLi Battery Inc, Lithion Recycling
- Analysis of how a robust recycling market could affect the battery supply chain in environmental or political terms
- To what extent are the criticality of materials such as cobalt and lithium incentivising the development of a recycling industry?
- What examples of innovative new processes are currently in place or development?
- To what extent are the criticality of materials such as cobalt and lithium incentivising the development of a recycling industry?
- What examples of innovative new processes are currently in place or development?
Confirmed speakers:
Nathalie Fraga, Business Development Manager, EcoNiLi Battery Inc
Jean-Christophe Lambert, Business Development Manager, Lithion Recycling
- 22:00 EDT
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- 22:40 EDT
- What conclusions about the EV market have manufacturers drawn from 2020? (Session One) Nissan Motor Corporation, Deutsche Bank, Citi Group
- How has Covid affected EV production and sales?
- What are the possible macroeconomic, regulatory or consumer responses that may arise from the pandemic?
- What could these developments mean for the metals supply chain?
- What are the possible macroeconomic, regulatory or consumer responses that may arise from the pandemic?
- What could these developments mean for the metals supply chain?
Confirmed speakers:
Zoltan Venczel, Global Head of EV Energy, Connected Services and Partnerships, Nissan Motor Corporation
Edison Yu, Vice President, Deutsche Bank
Oliver Nugent, Commodities Analyst (Metals), Citi Group
- 02:00 EDT
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- 02:30 EDT
- Lithium industry development, trends and outlook from a major producer's perspective Ron Mitchell, Sales Director, Tianqi Lithium Australia
- Lithium supply and demand: supply by raw material, demand by industry and jurisdiction
- Lithium price: historical price trend and COVID-19 impact
- Outlook (Future industry trend): Product structure, sustainability focus from the EV value chain going forward
- 04:00 EDT
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- 04:30 EDT
- Developments in Rare Earth Magnet processing and recycling to enable a Circular Economy Carlo Burkhardt, Scientific Director, Institute for Precious and Technology Metals, Pforzheim University
- What are the driving forces to consider in the re-manufacturing of end-of-life magnets?
- How is recycling being developed, and to what extent could this revolutionise the supply chain?
- How does the SUSMAGPRO project fit into wider political, environmental and economic strategies?
- 10:00 EDT
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- 10:30 EDT
- Consolidating the Li-ion industry with a recycling market (Session Two) Li-Cycle Corp, SNAM
- Analysis of how a robust recycling market could affect the battery supply chain in environmental or political terms
- To what extent are the criticality of materials such as cobalt and lithium incentivising the development of a recycling industry?
- What examples of innovative new processes are currently in place or development?
Confirmed speakers:
Kunal Phalpher, Chief Commercial Officer, Li-Cycle Corp
Frederic Salin, Director Commercial and Marketing, SNAM
- 11:00 EDT
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- 11:40 EDT
- What conclusions about the EV market have manufacturers drawn from 2020? (Session Two) Renault, EV Volumes, Stormcrow Capital, German Association of the Automotive Industry (VDA)
- How has Covid affected EV production and sales?
- What are the possible macroeconomic, regulatory or consumer responses that may arise from the pandemic?
- What could these developments mean for the metals supply chain?
Confirmed speakers:
Jon Hykawy, President, Stormcrow Capital
Viktor Irle, Market Analyst, EV Volumes
Catherine Girard, Expert Leader – Energy and Raw Materials, Renault
Philipp tho Pesch, Consultant Critical Raw Material Supply, German Association of the Automotive Industry (VDA)
- 12:00 EDT
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- 12:30 EDT
- Examining the core developments in advanced battery chemistry (Session Two) RECHARGE, CEA
- Outline of the key trends in cathode and anode development, and what effect they have for metals suppliers
- How should these developments be considered in line with long-term projections of raw material supply?
- What other new innovations are being designed to optimise performance?
- How should these developments be considered in line with long-term projections of raw material supply?
- What other new innovations are being designed to optimise performance?
Confirmed speakers:
Claude Chanson, Corporate General Manager, RECHARGE
Didier Bloch, Laboratory Manager, CEA
- 14:00 EDT
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- 14:40 EDT
- Aerospace and Metals Markets in the post-Covid world Bloomberg Intelligence, Charles Edwards Management Consulting
- Quantifying the reduction in demand from the aerospace sector
- Where are we witnessing major differences in the consequences for different metals?
- Which factors will determine the extent to which the sector can recover?
- Where are we witnessing major differences in the consequences for different metals?
- Which factors will determine the extent to which the sector can recover?
Confirmed speakers:
Douglas Rothacker, Aerospace and Defence Analyst, Bloomberg Intelligence
Peter Zimm, Principal, Charles Edwards Management Consulting