Key themes and market drivers
Geopolitics and export controls
How export restrictions and geopolitical fragmentation are impacting trade flows, supply availability and market behaviour across critical minerals and rare earths.
Supply chain diversification
The development of non-China mining, processing, refining and manufacturing capacity and the commercial challenges of building competitive supply chains.
Pricing, finance and commercial viability
Understanding pricing signals, benchmark development, project financing, price floors and who ultimately bears the cost of building resilient non-China supply chains.
Procurement, stockpiling and supply security
How governments, manufacturers and end users are adapting procurement strategies, stockpiling critical materials and managing supply chain risk.
Government policy and industrial strategy
The role of stockpiling, industrial support mechanisms and regulatory frameworks in shaping future supply security.
Demand outlook and emerging applications
Examining demand across defence, aerospace, semiconductors, robotics, AI infrastructure, automotive and advanced manufacturing.
Speakers in 2027 include:
Ruth Demeter Hayes
Executive Director, Critical Minerals and Mining Policy,
U.S. Chamber of Commerce
Chris Davy
Senior Advisor, Strategic & Critical Materials, Office of the Under Secretary of War for Acquisition & Sustainment,,
U.S. Department of War
Braden Harker
Center Director,
U.S. Geological Survey (USGS)
Stacy Newstead
Materials Strategy and Risk Manager,
Lockheed Martin
Carol Anderson
Assistant General Counsel – Global Trade,
Microsoft
Michael Parton
Senior Group Manager - Battery Systems Supply Chain,
Lucid
Who will you meet?
This conference is designed for senior decision‑makers and market participants across the rare earths and critical minerals value chain, including:
- Government and policy representatives
- Mining, processing and refining companies
- Aerospace, defence, semiconductor and advanced manufacturing companies
- Magnet manufacturers and advanced materials technology companies
- Procurement, sourcing and supply chain professionals
- Traders and market intermediaries
- Investors and financial institutions
- Consultants and advisors active in strategic materials markets
Thank you to our sponsors
Platinum sponsor
