• How are Copper and Nickel exploration projects more vital than ever?
• What are major miners interested in now? What forms of alternative finance are available and to which projects?
• The team or the asset: as the pool of quality exploitation assets is relatively small where are the interesting projects coming online?
• Should industry be concerned about price mitigation from inflation and China’s lockdown-driven demand destruction? Or is this a time for exploration to thrive on long term fundamentals?
• Thoughts on the Inflation Reduction bill –
a) why is copper not on the US critical minerals list?
b) investment into non-Indonesian Nickel mines
c) developing localised smelting capacity outside of China
Panellists:
Sonia Scarselli, Vice President, BHP Xplor
Alex Tsukernik, President & CEO, Nova Royalty
Exploration Investment Panel: Financing a New Era of Exploration to Sustain the Energy Transition
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