16 March - 18 March 2021
Online event

Argus Metals Live - Virtual Conference

Agenda - SGT (Singapore Standard Time)  

Start End
  • Available to watch pre-conference from 15 March
  • -
  • 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
  • -
  • 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
  • -
  • 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
  • -
  • 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
  • -
  • 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

Start End
  • 15:00 SGT
  • -
  • 15:45 SGT
  • Ask Argus: Base Metals Argus

Live Q&A for Aluminium, Nickel, Copper, Zinc or Tin market overviews

  • 16:00 SGT
  • -
  • 16:45 SGT
  • Ask Argus: Battery Metals Argus
Live Q&A for Nickel, Cobalt or Lithium market overviews
  • 17:00 SGT
  • -
  • 17:45 SGT
  • Ask Argus: Rare Earths Argus
Live Q&A for Rare Earths market overview
  • 21:00 SGT
  • -
  • 21:20 SGT
  • Meet the Speakers: Battery Metals Glencore, Brazilian Nickel
Live Q&A with speakers from the Cobalt and Nickel panels
  • 21:30 SGT
  • -
  • 21:50 SGT
  • Meet the Speakers: Battery Materials Eurasian Resources Group, Norilsk Nickel, Cobalt Institute
Live Q&A with speakers from the Cobalt and Nickel panels
  • 22:00 SGT
  • -
  • 22:45 SGT
  • Ask Argus: Minor Metals Argus
Live Q&A for Tungsten, Tantalum, Molybdenum and Titanium market overviews 
  • 10:00 SGT
  • -
  • 10:40 SGT
  • Can decarbonised mining become a reality? (Session One)
- 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? 
  • 12:00 SGT
  • -
  • 12:30 SGT
  • Maintaining the equilibrium between producers and investors after the pandemic (Session One)
- 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?
 

 

 

  • 14:00 SGT
  • -
  • 14:30 SGT
  • How can responsible sourcing initiatives be strengthened and empowered? (Session One)
- 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?
  • 16:00 SGT
  • -
  • 16:30 SST
  • Implications of the US-China trade war for the metals industry (Session One)
- What is the current state of play regarding trade relations between the Americans and Chinese?
- How are metal prices being affected? 
- In what manner are the tensions interplaying with supply chain diversification? 
 
  • 18:00 SGT
  • -
  • 19:45 SGT
  • Digital Transformation of Metals Companies Workshop (First Screening) Alice Minuto
All presentations will run for 20 minutes each:
 
- Digital innovation path from traditional companies to pioneering digital organizations – Alice Minuto 
- Technical tools and leadership behaviours 
- Data management and work flow
- Reorganize for digital business and digital marketing 
- Artificial Intelligence 
  • 21:00 SGT
  • -
  • 21:40 SGT
  • Can decarbonised mining become a reality? (Session Two)
- 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? 
  • 23:00 SGT
  • -
  • 23:30 SGT
  • Maintaining the equilibrium between producers and investors after the pandemic (Session Two)
- 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?
 

 

 

  • 01:00 SGT
  • -
  • 01:30 SGT
  • How can responsible sourcing initiatives be strengthened and empowered? (Session Two)
- 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?
  • 03:00 SGT
  • -
  • 03:30 SGT
  • Implications of the US-China trade war for the metals industry (Session Two)
- What is the current state of play regarding trade relations between the Americans and Chinese?
- How are metal prices being affected? 
- In what manner are the tensions interplaying with supply chain diversification? 
 
  • 05:00 SGT
  • -
  • 06:45 SGT
  • Digital Transformation of Metals Companies Workshop (Second Screening) Alice Minuto
All presentations will run for 20 minutes each:
 
- Digital innovation path from traditional companies to pioneering digital organizations – Alice Minuto 
- Technical tools and leadership behaviours 
- Data management and work flow
- Reorganize for digital business and digital marketing 
- Artificial Intelligence 
  • 10:00 SGT
  • -
  • 10:40 SGT
  • What conclusions about the EV market have manufacturers drawn from 2020? (Session One)
- 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?
 
  • 12:00 SGT
  • -
  • 12:30 SGT
  • Consolidating the Li-ion industry with a recycling market (Session One)
- 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? 
 
  • 14:00 SGT
  • -
  • 14:30 SGT
  • Examining the core developments in advanced battery chemistry (Session One)
- 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?
 
  • 16:00 SGT
  • -
  • 16:30 SGT
  • Assessment of the Rare Earth permanent magnet market
  • 21:00 SGT
  • -
  • 21:30 SGT
  • Consolidating the Li-ion industry with a recycling market (Session Two)
- 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? 
 
  • 23:00 SGT
  • -
  • 23:40 SGT
  • What conclusions about the EV market have manufacturers drawn from 2020? (Session Two)
- 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?
 
  • 01:00 SGT
  • -
  • 01:30 SGT
  • Examining the core developments in advanced battery chemistry (Session Two)
- 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?
 
  • 02:00 SGT
  • -
  • 02:40 SGT
  • Aerospace and Metals Markets in the post-Covid world
- 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?