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LME Metals Seminar 2024 has now ended

Thank you for joining us for the LME Metals Seminar. Below is the agenda for 2024.

07.50 - Registration and breakfast


09.00 - Welcome and housekeeping


09.10 - HKEX CEO welcome

Bonnie Y Chan, Chief Executive Officer, HKEX


09.30 - Industry keynote address

Jakob Stausholm, Chief Executive Officer, Rio Tinto


09.50 - Economic keynote: global economic outlook

Linda Yueh CBE, Adjunct Professor of Economics, London Business School


10.10 - Fireside chat hosted by LME CEO

Jonathan Price, President and Chief Executive Officer, Teck

Matthew Chamberlain, Chief Executive Officer, LME


10.40 - 11.10 - Break


11.10 - The metals debate and outlook

Moderator: Andrea Hotter, Special Correspondent, Fastmarkets

  • Aluminium – Jorge Vazquez, Managing Director of Market Intelligence and Industry Consulting, HARBOR Aluminium
  • Copper – Amy Gower, Head of Metals and Mining Commodity Strategy, Morgan Stanley
  • Lead/Zinc – Natalie Scott Gray, Senior Metals Analyst, StoneX
  • Nickel – Jim Lennon, Macquarie
  • Steel – Viral Shah, Managing Editor, Low Carbon & Base Metals EMEA, S&P Global Commodity Insights
  • Tin – Tom Langston, Senior Market Intelligence Analyst of ITA

12.20 - The future of the metals value chain

Moderator: Georgina Hallett, Chief Sustainability Officer and Head of Physical Markets

Speakers:

Ella Cullen, Co-founder & CMO, Minespider

Christophe Allain, Group Portfolio Vice President, Non-Ferrous Metals, Nexans

Richard Morgan, Head of Government and International Relations - UK, Africa and Middle East, Anglo American

This panel will explore the evolving landscape of the metals value chain, focusing on how various global forces are reshaping and impacting the industry, as well as how businesses plan on adapting and anticipating against future opportunities and disruptions. The session will delve into the impact of geopolitical shifts, climate change, the realities of recycling and the role of digitalisation in the supply chain.


13.00 - Lunch

A 20-minute sponsor spotlight session hosted by Neveah Limited in the second floor exhibition area.

Africa’s place in the future of metal recycling

Speaker: Ibidapo Lawal, MD & CEO, Neveah Limited


14.10 - The future of metals recycling: a fireside chat with Susie Burrage OBE

Hosted by Christian Mildner, Head of Corporate Sales, LME 

Speaker: Susie Burrage OBE, BIR President and BMRA President


14.30 - Metals as an asset class: investment trends

Moderator: Barry Corbett, Head of Buy-Side, LME

Speakers:

Michael Stewart, Head of Pooled Index Strategy, Legal & General Investment Management

Jigna Gibb, Head of Commodities and Crypto Index Products, Bloomberg

Aline Carnizelo, Managing Partner, Frontier Commodities Strategy

The growth in investment risk appetite for industrial metals is an acknowledged, if not broadly understood, theme. This panel will explore the structural elements that are shaping this topic, the investment strands utilised by global portfolios when addressing the market, and the resultant impact and opportunities created for the short and long term.


15.00 - Forging ahead: emerging risk management practices in the steel industry

Hosted by Alberto Xodo, Product Specialist, LME

Speakers:

Phillip Price, Manager – Recycled Steel Trading, Anglo American

Jenny Boyce, Head of EMEA Corporate Metals Sales, Bank of America Merrill Lynch

Kerry Deal, Director, Flack Global Metals

There are many differences between the ferrous and non-ferrous industries, not least in the chemistries of the materials underpinning them: base metals are chemical elements, while steel is an alloy of iron and carbon. Similarly, non-ferrous industries have been using risk management tools for decades, while the steel industry is only now discovering the potential benefits of these practices. During this panel we will hear the first-hand experience of some of the companies pioneering the use of these new approaches to risk management and how they are building the use of steel futures into their business models.


15.30 - Close

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