- 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
- 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
- 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?
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, BGRM
- 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, Economist, BGRM
Live Q&A: Ask Argus and Meet the Speakers
- 08:00 EST
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- 08:20 EST
- Meet the Speakers: Battery Metals Glencore, Brazilian Nickel
- 08:30 EST
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- 08:50 EST
- Meet the Speakers: Battery Materials Eurasian Resources Group, Norilsk Nickel, Cobalt Institute
- 09:00 EST
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- 09:45 EST
- Ask Argus: Minor Metals Argus
- 11:00 EST
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- 11:45 EST
- Ask Argus: Base Metals Argus
Live Q&A for Aluminium, Nickel, Copper, Zinc or Tin market overviews
- 12:00 EST
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- 12:45 EST
- Ask Argus: Battery Metals Argus
- 13:00 EST
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- 13:45 EST
- Ask Argus: Rare Earths Argus
- 21:00 EST
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- 21:40 EST
- Can decarbonised mining become a reality? (Session One)
- 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?
- 23:00 EST
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- 23:30 EST
- Maintaining the equilibrium between producers and investors after the pandemic (Session One)
- 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?
- 01:00 EST
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- 01:30 EST
- How can responsible sourcing initiatives be strengthened and empowered? (Session One)
- 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?
- 03:00 EST
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- 03:30 EST
- Implications of the US-China trade war for the metals industry (Session One)
- How are metal prices being affected?
- In what manner are the tensions interplaying with supply chain diversification?
- 05:00 EST
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- 06:45 EST
- Digital Transformation of Metals Companies Workshop (First Screening) Alice Minuto
- Technical tools and leadership behaviours
- Data management and work flow
- Reorganize for digital business and digital marketing
- Artificial Intelligence
- 08:00 EST
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- 08:40 EST
- Can decarbonised mining become a reality? (Session Two)
- 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?
- 10:00 EST
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- 10:30 EST
- Maintaining the equilibrium between producers and investors after the pandemic (Session Two)
- 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?
- 12:00 EST
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- 12:30 EST
- How can responsible sourcing initiatives be strengthened and empowered? (Session Two)
- 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?
- 14:00 EST
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- 14:30 EST
- Implications of the US-China trade war for the metals industry (Session Two)
- How are metal prices being affected?
- In what manner are the tensions interplaying with supply chain diversification?
- 16:00 EST
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- 17:45 EST
- Digital Transformation of Metals Companies Workshop (Second Screening) Alice Minuto
- Technical tools and leadership behaviours
- Data management and work flow
- Reorganize for digital business and digital marketing
- Artificial Intelligence
- 21:00 EST
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- 21:40 EST
- What conclusions about the EV market have manufacturers drawn from 2020? (Session One)
- 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?
- 23:00 EST
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- 23:30 EST
- Consolidating the Li-ion industry with a recycling market (Session One)
- 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?
- 02:00 EST
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- 02:30 EST
- Examining the core developments in advanced battery chemistry (Session One)
- 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?
- 03:00 EST
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- 03:30 EST
- Assessment of the Rare Earth permanent magnet market
- 08:00 EST
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- 08:30 EST
- Consolidating the Li-ion industry with a recycling market (Session Two)
- 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?
- 10:00 EST
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- 10:40 EST
- What conclusions about the EV market have manufacturers drawn from 2020? (Session Two)
- 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?
- 12:00 EST
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- 12:30 EST
- Examining the core developments in advanced battery chemistry (Session Two)
- 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?
- 13:00 EST
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- 13:40 EST
- Aerospace and Metals Markets in the post-Covid world
- Where are we witnessing major differences in the consequences for different metals?
- Which factors will determine the extent to which the sector can recover?