Here you can access a range of live webinars, investor discussion panels, and analyst-led commodity updates from recent events in our 121 Mining Investment global series.
Gold Market Outlook and Royalties & Streaming Trends – Kevin McElligott, Franco-Nevada
During this interview, we will examine the trends around the royalties and streaming markets, their importance to the precious metals sector, and one top company’s approach to investment, risk, opportunities in the industry, and more. Website: www.franco-nevada.com Guest:Kevin McElligott, Managing...
South Asia’s Precious Metals Markets – Chirag Sheth, Metals Focus
• South Asia is a massive market for both gold and silver, and so it is important to the global industry to understand the dynamics moving this market.• This interview will explore the investment markets for precious metals across South...
Analyst Briefing: Economic Headwinds Driving Global Metals Markets
• Top drivers and headwinds impacting metals markets• How significant is slower Chinese growth?• Which metals are set to perform well against the physical and financial markets today?• Across the metals complex where is the greatest supply tightness?Website: capitalmarkets.bmo.comGuest:Colin Hamilton,...
Discovery Investing: Africa’s World Class Exploration Opportunity
• What factors are making exploration more challenging for mining executives?• Consequentially are investors ready to deploy riskier capital in this volatile bull market?• How can industry protect it’s social license?• Which type of explorers are better positioned to make...
Africa’s Emerging Uranium Projects
• Global demand outlook• A view across emerging projects• Namibia as the regional hubPanellists:Brandon Munro, CEO, Bannerman EnergyGreg Cochran, Managing Director, Aurora Energy MetalsMurray Hill, Managing Director & CEO, Elevate UraniumAndrew Tunks, Managing Director, A-Cap Energy
Mining & Exploring for the Energy Transition in Africa
• Given the continent’s vast renewable energy potential how are African nations poised to action their own low carbon industries?• How is the electrification and battery electric vehicle boom driving fur ther investment into Sub-Saharan exploration?• Do OEMs and midstream...
The Future of Energy and Mining in South Africa
Establishing the True Costs, Barriers and Opportunity of South Africa’s Energy Transition• Oppor tunities and challenges pivoting to a cleaner energy producing country• Dynamics of financing renewable power sources• Why we cannot switch off hydrocarbons overnight• What pillars need to...
Developing New Strategic Sources to Meet the Global Supply Gap
• African assets to meet the global supply gap in critical minerals• Developing economic discoveries into the next generation of mines• Is the lending market more competitive now that equity markets much more favourable for miner developers to raise capital?•...
Capital Allocation in Line with Global Decarbonisation Goals
• Is Africa genuinely poised to benefit?• How should mine operators demonstrate responsible stewardship of assets in today’s climate - sell, spin-out or reinvest?• What opportunities and indeed threats can this create for junior miners?• How are natural resource fund...
Exploration and Financing for New Gold Projects – Angelos Damaskos, Sector Investment Managers
• New gold discoveries have grown over the past few years, but the amount discovered remains far lower than the gold discoveries from the 1990s and early 2000s. And while exploration budgets increased 12% in 2022, they are expected to...
Outlook for Gold Amongst Rising Prices and Rising Inflation
• Gold price hit a eight-month high in early January and analysts are expecting the rally to continue, well into 2023. And demand for gold has surged to its highest in more than a decade, fuelled by buying from central...
Silver – Precious or Industrial Metal? – Michael DiRienzo, The Silver Institute
Global demand for silver expected to grow around 16% in 2022 to 1.21 billion ounces, leading to the biggest deficit for the metal in decades.This interview will examine the supply and demand outlook for this precious metal, industrial factors influencing...
The Growth of the Responsible Copper Industry – Q&A with Michèle Brülhart of The Copper Mark
Michèle Brülhart, Executive Director of The Copper Mark joins The Assay to discuss responsible copper initiatives, evaluation criteria, and how she sees roles evolving for miners and investors invested in the industry.Website: www.coppermark.orgGuest:Michèle Brülhart, Executive Director, The Copper Mark
Precious Metals Briefing: Gold – In Search of a Bottom – Florian Grummes, Midas Touch Consulting
• Examining the strength of precious metals, the equities and physical metal in a new financial paradigm• How to position against the macro risks of Fed rate hikes, China market slowdown and high inflation - where should investors turn?• Investment...
Finance Keynote: No Export Without Import – A Financier Perspective on European Commodity Security
Website: www.db.comGuest:Hauke Burkhardt, Managing Director, Head of Trade Finance & Lending, Deutsche Bank
