The ESG challenges facing the mining industry in 2024 apply across the board regardless of company size, project stage or commodity, the impact of increasingly stringent attitudes both at the policy and investment levels are shaping the behavior of companies throughout the sector. The key to meeting these challenges however may be found in the realm of digital transformation, in this keynote presentation, Vale’s Chief Sustainability Officer, Emily Olson, will explore:
• How to utilize advanced data analytics to identify areas for sustainability and ESG performance improvement
• A comprehensive picture of the digital tools necessary to achieve optimal sustainability performance
• The impact of the circular economy on mining, the prospects for zero-cost mines as both a CapEx optimization exercise in addition to having tremendous environmental impacts
• The importance of cross-industry partnerships in improving the collective ESG performance&
Whilst the appetite of many mining companies to explore financing opportunities beyond equity raising has traditionally been limited, the headwinds facing equity markets across asset classes may strengthen the case for looking elsewhere. Given the move toward vertical integration in mineral supply chains, it is also worth considering how midstream and downstream operators are able to raise capital too. This panel of experts will explore mining companies and financiers alike can:
• Effectively cooperate to help fill the funding gap that exists in exploration today
• Service capital needs of mid and downstream players who rely on more producing mines coming online quicker
• Explore financial options that go beyond equity raises to support mining activity
• Better understand the risk appetite and analysis of financiers when looking to deploy capital to the mining sector
The Mining Spotlights at Mines and Money events are a popular feature that detail up-to-the-minute information on select exploration and development companies' current activities and investment potential. The Mining Spotlights continue to be of strong interest to investors, highlighting the scope of commodities and stage of development represented at the event.
These 10-minute Mining Spotlights will cover:
• Project Stage
• Jurisdiction
• The commodity
• ESG credentials
• Financing preferences
• Potential project upside
• Risk analysis of the project
• Senior Management Team & Vision
• NYSE: PZG
• Exploration, Development
• Gold, Silver
• USA
Despite reputational challenges, it’s clear that many mining organizations have taken significant steps forward in bolstering their ESG credentials both operationally and with regards to their reporting methodologies, so why isn’t this reflected in increased capital flows from impact or ESG investors into the sector? This illuminating fireside chat will:
• Bridge the communications gap between mining equity issuers and investors when it comes to ESG reporting
• Diagnose where miners’ data gaps exist and build a plan for how to address them
• Establish a comprehensive picture of what investors want to know about your projects’ ESG performance to help miners win more deals and expand their capital sources
Due to a host of reasons including macro-economic strife, geopolitical upheaval and a degree of lackadaisicalness on the part of the industry, exploration is currently facing a chronic state of underinvestment. Not enough projects are launching and as a result medium-long term supply challenges are likely to intensify, particularly in commodities such as copper. This panel will aim to provide a pathway to solving these challenges by:
• Demonstrating the case for further investment into exploration on the part of mining majors via the M&A market
• Highlighting the promising trends in exploration to support further investment in junior explorers and developers
• Looking forward to a 3-4 year timeline when copper supply challenges will intensify, creating a bottle-neck
This series of interactive roundtable offers attendees the opportunity to engage in in-depth discussion on the most pressing challenges & opportunities facing the mining world today, while simultaneously forging new business relationships with your industry peers.
As an attendee, you have a choice of three roundtables to join, with a maximum of 15-20 attendees per round table
In numerous ways, the U.S. faces unprecedented vulnerabilities where economic security and the safety of electric, communications and related infrastructure is concerned. Dependency on imports for many of the metals and critical materials we need for our future economy and energy remain a challenge, while impediments to producing them at home persist.
And as a Congressional hearing just laid bare anew, the US faces acute and demonstrable threats to the electric grid, communications infrastructure and more; all of which are in desperate need of modernization. This panel will explore:
• The specific nature of the threats to America’s security – and how to mitigate them – as laid out in the award-winning new documentary, Grid Down, Power Up! produced by David Tice and narrated by Dennis Quaid.
• The task of building America’s own supply chains to meet present needs to shore up our infrastructure and modernize it; and lay the groundwork f
Watch mining companies go head-to-head, with only 3 minutes to pitch every second counts, pitching in front of a judging panel of leading investors as they sell their project, pitching for feedback, investment, and prizes. Leading investors will judge the battle by which company they would hypothetically invest US$1,000,000 in, if they were looking for best ROI after one year.
Take a cruise in the Biscayne Bay in this 111ft luxury yacht.
Boarding: 17:15-17:40
Cruising: 17:40-20:00
Disembarking: 20:00
One of the fascinating trends remoulding the mining industry in 2024 has been the proclivity of traditionally downstream players such as automotive OEMs to begin investing upstream to secure their supply of critical and battery metals via offtake agreements. This panel will reflect on:
• How vertical integration is shaping where critical minerals supply chains are geographically located
• Whether this activity will support a necessary increase in exploration activity to meet future demand for critical minerals
• How well positioned free trade partners are to establish processing and refinery operations at scale
The days of buying commodities from developing countries for cheap are over, particularly those in Latin America. Whether it is a result of ideological shifts at the government level or local or Indigenous communities becoming increasingly vocal about how the impact of and profits from mining operations are distributed. This panel will discuss the various causes and implications of rising resource nationalism across the world, focusing on how investors and miners alike can:
• Work constructively with local communities, particularly in Latin America to alleviate concerns related to water rights and broader economic benefits being felt at a local level
• Forecast resource nationalism risk more accurately by understanding its underlying economic drivers, including commodity prices and demand
• Mitigate supply insecurity by diversifying supply chains across jurisdictions
It is clear to anyone engaged in the industry currently that the “hot” story is critical minerals and specifically those necessary for the production of lithium-Ion batteries and electric vehicles. However, has all the noise obfuscated the true economic value of exploration projects in this space and led to a drastic overvaluation of stock prices? This panel of investors, miners & commentators will debate:
• To what extent are exploration stocks in critical minerals overpriced and will we see a market correction?
• How to properly and accurately ascertain the value of these companies so investors can comfortably deploy capital in the sector?
• Are the underlying macro-economic assumptions about demand for electric vehicles and other green technologies as solid as some economists would have us believe?
This series of interactive roundtable offers attendees the opportunity to engage in in-depth discussion on the most pressing challenges & opportunities facing the mining world today, while simultaneously forging new business relationships with your industry peers.
As an attendee, you have a choice of two roundtables to join, with a maximum of 15-20 attendees per round table
Not all commodities are mined equally and disparity in metals pricing is evident in 2023, even though by historical standards precious metals prices, particularly gold, are performing strongly across the board. A question must be asked however which is why are those strong commodity prices not reflected in gold equity prices. A plethora of factors are contributing to this, including the energy transition and shifting consumer and policy preferences, gone are the days of describing a unified price-and-market metals cycle. This panel will take a deep dive into all things precious metals including:
• How macro-economic instability and weak currencies are bolstering the gold price sitting above $2000
• An overview of gold and precious metals equity performance and where investors can find value in the market
• How precious metals companies can effectively communicate their value proposition to investors and have that reflected in their valuations
The trend of increasing mining M&A activity from 2022 to 2023 is likely to continue throughout 2024. Largely, but not exclusively, driven by the need to strategically place commodity portfolios to meet emerging demand patterns necessitated by the energy transition. This panel of industry experts will offer an analysis of where the M&A market in junior mining is today and the key drivers shaping it in the future, including:
• Why a challenging environment for new mining development will drive ongoing corporate activity within the mining sector
• How necessary consolidation and reserve management will support transactions in precious metals
• What the impact of a medium-term structural deficit in future-facing metals such as lithium, nickel & copper is likely to be on the industry
