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.
Investment Leaders Panel: Securing American Critical Minerals Supply Chains
The panel establish how traditional pools of capital for metals and mining projects have shrunk, yet demand for critical minerals globally is heightened. As we pivot from hydrocarbons to source the metals to build batteries and renewable technologies, the sector...
Copper: Market Outlook and Role as a Transition Metal – Bhavya Laul, Wood Mackenzie
Bhavya Laul, Principal Analyst, Copper at Wood Mackenzie joins 121 Global Online Tech Metals to discuss the market outlook for copper and its role as a transition metal. She begins with an analysis of both near-term and long-term demand-side trends...
OEMs and their Evolving Roles in the Upstream
Competition to secure supply of key battery metals is ramping up and, as such, we’re seeing more OEMs looking directly to mining as a way to ensure that they maintain access to things like nickel, lithium, copper, etc. This panel...
Supply Chain Securities for Critical Minerals
The energy transition requires a greater and steadier supply of the rare earths and other critical minerals to help with the buildout of EVs and other renewable technologies. With China still dominating the critical minerals space, governments and companies around...
Panel Discussion: Investing in the Energy Transition
In 2021, the COP26 meetings saw many countries committing to further accelerating their decarbonization plans and strengthening emissions reduction targets ahead of the timeline set out in the Paris Agreement. With the accelerated phaseout of coal, there is a growing...
The U.S. Clean Energy Transition – Impact of Public Policy on the Mining & Investment Industries
Guest:Ian Lange Director - Mineral & Energy Economics Program, Colorado School of Mines;Former Senior Economist, Council of Economic Advisers, The White HouseIn this interview, Ian Lange breaks down what’s happening in current U.S. energy policy and provides insight into what...
China’s 4Q Recovery and the Outlook for Tech Metals Prices – Ian Roper, Astris Advisory Japan
In this presentation, Ian Roper provides an overview of China’s economic recovery and the outlook for metals prices. He notes the global impacts of higher energy costs and inflation on the metals markets as well as the local lockdowns on...
Analyst Insights: Outlook for Cobalt – Harry Fisher, Benchmark Mineral Intelligence
Harry Fisher, Project Manager (Consultancy) at Benchmark Mineral Intelligence joined 121 Mining Investment Sydney with a presentation focused on the outlook for cobalt. He begins with a look at supply and demand and gives an in-depth analysis on where Benchmark...
Financing for Critical Minerals Projects
This panel, hosted at 121 Mining Investment Sydney, brought together investment experts to discuss the current supply and demand dynamics for critical minerals and the investment outlook for them. The panel looks at who is currently funding and what projects...
Analyst Insights: Outlook for Uranium – Guy Keller, Tribeca Investment Partners
Guy Keller, Commodities Specialist and PM Nuclear Energy Opportunities Fund at Tribeca Investment Partners joined 121 Mining Investment Sydney to discuss the outlook for uranium. He begins the session looking at how green policies have driven demand across various commodities...
Analyst Insights: Nickel’s Role in a Green Economy – Angela Durrant, Wood Mackenzie
Angela Durrant, Principal Analyst, Nickel at Wood Mackenzie provided an in-depth presentation on the key drivers for the energy transition and nickel’s role within this mix. She begins with a broad look at the main drivers, explaining the growth in...
Precious Metals Panel: Gold’s 2022 Revival?
The precious metals panel at 121 Mining Investment Sydney kicks off with reactions to the recent U.S. announcements on inflation and discuss the impacts they’ve seen on the markets since. They discuss gold’s role as a safehaven investment as well...
The Ways in Which We Green the World
From Rare Earths to Clean Processing and a Circular Economy Culture• How has the energy crisis switched public perception of critical minerals for electrification?• How big is the supply gap and how much capital do we need to reach decarbonisation...
Commodities Outlook Panel: Metal Trends and the Impact of the Energy Transition
This panel at 121 Mining Investment Sydney discusses metals trends, economic outlook, and the energy transition, looking first at the key themes emerging in 2022 especially as they relate to the energy transition goals.They look at the looming supply deficits...
Analyst Insights: Outlook for Copper – Piers Montgomery, CRU
Piers Montgomery, Principal Analyst, Base Metals Supply at CRU joined 121 Mining Investment Sydney to share the outlook for copper. He first touches on the structural shifts in demand, pointing to the impact of the energy transition on this.Looking at...