The London Indaba

2024 Agenda: 25-26 June 2024

2024 LONDON INDABA

25th - 26th June 2024

Draft Programme and Agenda

Conference Day One: Tuesday 25th June 2024

08h45-09h00	Chairman’s Welcome Bernard Swanepoel
09h00-09h30	Ministerial Keynote Address The UK Government’s approach to working with African countries to promote responsible and resilient supply chains for critical minerals
09h30-10h15	Opening Keynote Session Fireside Chat: investing in African mining – why is this important? Global partnerships in Africa
10h15-11h15	Session One Partnering with African countries How international governments are partnering with African governments and the mining industry in pursuit of critical minerals and metals Who are the new investors? Saudi, etc.? Chair: Peter Leon, Partner & Africa Chair, Herbert Smith Freehills Bernd Schäfer, CEO, EIT Raw Materials/European Raw Materials Alliance
11h15-11h45	Morning Refreshments
11h45-12h30	Session Two So little money (for mining), so many opportunities! Are we seeing a shifting world order and a new era of exploration or are the same people/places mining and the same people/places buying? Chair: Ludivine Wouters, Managing Partner, Latitude Five Tetiana Dzhumurat, Principal Banker Natural Resources, European Bank for Reconstruction and Development Laure Blanchard-Brunac, Director Policy and Partnerships, European Development Finance Institutions (EDFI) David Halkyard, Partner and Head of Credit Strategy, Resource Capital Funds Christophe Roux, Head of EMEA Mining, Metals and Industries Finance, Société Générale
12h30-13h15	Session Three What are African mining jurisdictions doing and still need to do to make mining more attractive? Making jurisdictions favourable for international investors True facts about risks and challenges / Country risk factors, etc. Resource nationalism Difficulties experienced by governments What are the operational/logistics challenges of mining in Africa and how are they being addressed? What should African countries be doing to build strong ESG performance in the critical minerals supply chain? Chair: Anton Mifsud-Bonnici, Advisor, Marlow Global Amanda van Dyke, Managing Director, ARCH Emerging Partners Louis Maréchal, Senior Adviser Minerals and Extractives, Responsible Business Conduct, Organisation for Economic Co-operation and Development (OECD) Mametja Moshe, Founder & CEO, Moshe Capital
13h15-14h30	Lunch
14h30-15h15	Session Four Geopolitics, conflict and shifting alliances impacting the outlook for the global supply and demand of critical minerals and metals Africa’s role and challenges faced in delivering critical minerals and metals to the rest of the world Chair: Henk de Hoop, CEO, SFA Oxford Tim Gould, Chief Economist, International Energy Agency Paul Gait, Chief Economist, Anglo American
15h15-15h45	Keynote Session plus Q&A Zijin Mining’s strategic role and operations in Africa Shaoyang Shen, Deputy President, Zijin Mining Group
15h45-16h15	Afternoon Refreshments
16h15-17h15	Session Five Copper: defying gravity - or is/was it all just hype? Why is copper considered a critical metal? Which applications is it used for? Where will future demand for copper come from? Or is the forecast increase in demand completely overhyped? Identifying the key copper mining jurisdictions and projects in Africa. What new projects are in the pipeline? What are the challenges of mining copper in Africa and how are mining companies dealing with them? Benedikt Sobotka, Group CEO, Eurasian Resources Group; Co-Chair, Global Battery Alliance Chris Griffith, CEO, Vedanta Base Metals Piotr Ortonowski, Project Manager, Energy Transition Commodities, Benchmark Mineral Intelligence Ryan MacWilliam, CFO, First Quantum Minerals (FQML)
17h15-17h45	Keynote Session plus Q&A If I could rewind time by three years – a reflection on our strategic decisions Neal Froneman, CEO, Sibanye-Stillwater
17h45-17h50	Closing remarks from the Chair
17h50-19h00	End of Day One and Drinks Reception

Conference Day Two: Wednesday 26th June 2024

09h00- 09h15	Opening remarks from the Chair Bernard Swanepoel
09h15- 09h45	Keynote Session plus Q&A Understanding perceptions: what will it take to truly change hearts and minds towards mining? Why the (many) previous attempts to change the image of mining have not worked What we need to recognise about human nature and the reality of the mining industry writ-large Which different approaches may have a better chance of working in future? Rohitesh Dhawan, President and Chief Executive Officer, ICMM
09h45- 10h45	Session One The conundrums of mining equity investing today Is the listed market the right vehicle for mining investing, when boards appear unwilling to invest in a counter-cyclical way? Is the diversified mining company obsolete? Could unlisted sources realistically replace equity markets for raising mining finance (PE, sovereign wealth funds, royalty groups)? Are active funds worth their fees? Evolving approaches to sustainable investment Why are gold equities underperforming the gold price? Chair: Fiona Perrott-Humphrey,Senior Adviser, Mining Team, Global Advisory,Rothschild & Co. London George Cheveley, Portfolio Manager, NinetyOne Tom Attenborough, Head of International Business Development, Primary Markets, London Stock Exchange Tal Lomnitzer, Senior Investment Manager, Janus Henderson Jim Rutherford, Chairman, Ecora Resources
10h45- 11h15	Keynote Session plus Q&A The role and relevance of PGMs in a sustainable future What happens to PGMs if we no longer need catalytic converters? Craig Miller, CEO, Anglo American Platinum
11h15- 11h45	Morning Refreshments
11h45- 12h45	Session Two The continuing relevance of gold Why is the price so high? Can we find enough replacement ounces? Is Africa adequately explored for gold? John Reade, Market Strategist, Europe & Asia, World Gold Council Martin Horgan, CEO, Centamin Peter Steenkamp, CEO, Harmony Terry Holohan, CEO, Resolute Mining
12h45- 14h00	Lunch
14h00- 14h30	Session Three Is value addition/beneficiation the silver bullet for African economies? Brian Menell, Chairman and CEO, TechMet Ltd Dr Jonathan Butler, Head of Business Development, Mitsubishi Corporation
14h30- 15h00	Session Four Is asset management the key to unlocking growth for mining in Africa? Chair: Philip Le Roux, Associate Director, Industry X, Accenture Prof. Glen Nwaila, Director, Faculty of Engineering and the Built Environment, Wits Mining Institute
15h30- 16h00	Session Four Reserved Session
15h30- 16h00	Afternoon Refreshments
16h00- 16h45	Session Five The role of technology and skills development in unlocking Africa’s potential How can technology help Africa leapfrog into the future? The role and value of geological data in creating opportunities and attracting investment in Africa Working with governments on mapping projects Encouraging talent, diversity and skills development in African mining: what does the industry need to do to ensure its long-term success? Can mining play a role in making Africa an exporter of surplus skills rather than a loser of scarce/critical skills? What new skill sets are needed now and in the future and at what levels – mining operations, supervision, management? What new STEM skills and experience will be needed? What about “softer skills” relating to environmental and social performance? How can mining companies attract more young people and women into the sector and make mining attractive as an industry again? Wilma Swarts, Director of PGM Research, Metals Focus; Chairperson, Women in PGMs Veronica Bolton-Smith, CEO, The Connect Africa Network Mosa Mabuza, CEO, Council for Geoscience
16h45- 17h15	Keynote Session plus Q&A Africa and its minerals endowment – turning a curse into a blessing Mark Cutifani, Chairman, Vale Base Metals
17h15- 17h30	Closing remarks from the Chair
17h30- 19h00	End of Conference and Drinks Reception

* Resources for Africa reserves the right to alter the content and timings of this programme

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