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.
Commodities Outlook Panel: Key Trends for 2022 – ANZ, Queen’s Road Capital, Thomson Reuters
The Commodities Outlook Panel looks at key trends as we move into 2022. The panel starts with a discussion on global supply chain constraints and the impacts on the supply of raw materials and costs. Panellists discuss what they’re seeing...
Role of ESG: Growing Demands for Accountability – Société Générale, UBS, Fidelity International
This panel discussion looks at the role of ESG and growing demands for accountability. The panel kicks off with a look at how ESG is integrated into the decision-making and investment process, how ESG considerations have evolved over the years...
China Outbound Investment: Where is investment flowing? – Chifeng Jilong Gold Mining, Huayou Cobalt, Hanking Industrial Group
The China Outbound Investment Panel looks at where the investment is flowing, strategies, considerations, and more.The session begins looking at where the investment opportunities are right now and where our panellists and China’s other top resources investors are currently investing,...
Update on Digbee’s Rapid Growth and Upcoming Interactions – Jamie Strauss, Digbee
Website: digbee.comGuest:Jamie Strauss, Founder & CEO, Digbee
EV’s, Decarbonisation & Securing Supply of Battery Metals
This discussion laid down the exponential growth in EVs and associated demands for battery raw materials, most notably evolution in lithium-ion battery chemistries. A leading panel of investors and analysts examine the lack of harmony between automotive, mining and government...
Investor Panel: Gold Outlook & the Case for Precious Metals Mining Equities
• What has slowed the precious metals bull market this year? How strong is the investment thesis for gold and equities now?• Are we on the cusp of significant M&A in the mid-caps?• Portfolio differentiators in a rising price market...
McKinsey’s Framework for Battery Raw Materials & their Investment Thesis – Ken Hoffman, McKinsey & Company
Ken provides a vital update on the spectacular growth rate of EV penetration and how the industry is straining to catch up with the associated impact. The McKinsey framework highlights how batteries are going to be developed and how the...
Royalties & Streaming – Altus Strategies, Deterra Royalties, Sandstorm Gold, Triple Flag Precious Metal
Although they currently make up only a small fraction (1-3%) of debt and equity financing, a new McKinsey study suggests that Royalties and Streaming financing deal flow is set to grow significantly over the next decade, expanding across different commodity...
Investor Interview with Crescat Capital – Hedge Fund Strategy for Precious Metals Exploration
We caught up with Crescat Capital’s portfolio manager, Tavi Costa, to hear how the leading hedge fund interprets the gold market cycle right now, and their rational for increasing exposure to gold and gold equities.Tavi navigates the very constructive macro...
Supply Constraints & The Energy Transition – Denham Capital Mining Fund, Vulcan Energy Resources
One of the biggest threats to a successful energy transition is the looming shortage in the raw materials that are needed for batteries, renewable energy production, and other industrial products. This session will look at how we can encourage further...
Lithium Market Outlook: Dispelling Myths, Juniors and Capital Raising – Joe Lowry, Global Lithium
Joe Lowry, CEO and Founder of Global Lithium, took time to discuss the state of play within the current lithium bull market. Joe pulls no punches in his analysis of how lithium is still a small, yet rapidly growing, part...
The Path to Zero-Carbon Mining – Wood Mackenzie, Pacific Road Capital, LGIM, Canada Nickel
The Path to Zero Carbon Mining webinar focuses on the path to decarbonization with views on responsible mining, technological innovation, the role of mining, taking responsibility for Scope 3 emissions, how to ensure accountability and more.The panel kicks off with...
Copper’s Growth Trajectory – Pala Investments, Commodity Market Analytics, Culpeo Minerals
The copper webinar starts off with a view towards supply, demand, and pricing, which leads into a discussion on where we can expect new supply to come from. While some see a supply surplus, others note that 79,000 tonnes really...
Outlook on Lithium – RK Equity, House Mountain Partners, DCDB Group, Galan Lithium
The session starts off with a view towards lithium supply and demand and panellists discuss various price assessments, where they expect prices to move next, and whether this points to the beginning of a bull market. One interesting note made...
Gold Outlook and Financing the Next Generation of Successful Mines – David Garofalo
In this discussion, David Garofalo explains how the excellent fundamentals and deleveraging that has occurred among gold producers is exposing a severe need for resource replacement. Citing significant cost inflation going forward and relatively selective access to equity markets for...