Agenda

07.45 - Registration

Breakfast and networking

08.30 - CEO welcome address

Nicolas Aguzin, Chief Executive, HKEX

08.40 - Industry keynote address

Hilde Merete Aasheim, President & CEO, Hydro 

09.05 - Economic keynote: global economic outlook

Neil Shearing, Global Chief Economist, Capital Economics

09.30 - China's role in the global metals market

• Post-COVID recovery – how quickly China has recovered and what is the impact on commodities prices?
• Pricing power – global dependence on China and the move to increased domestic production
• China’s decarbonisation strategy and its impact on metals industry

• Amelia Fu, Head of Global Commodities Strategy, BOCI
• Yanchen Wang, Managing Director, SMM Global UK
• Nick Snowdon, Metals Strategist, Goldman Sachs 

10.15 - Break

10.35 - The Metals Debate

The commodities super cycle – bull or bear for LME metals?

• Aluminium
• Copper
• Lead
• Nickel
• Tin
• Zinc

Moderated by: Mark Burton, Journalist, Bloomberg

Panellists:

• Vanessa Davidson, Director of Base Metals Research & Strategy, CRU
• Duncan Hobbs, Research Manager, Concord Resources
• Tom Mulqueen, Head of Research, Amalgamated Metal Trading
• Timothy Weiner, Vice President Aluminum Pricing & Risk Management, Harbor Aluminum
• Jessica Fung, Head Strategist, Pala Investments

11.55 - Break

12.15 - The digitalisation of the metals market

• How is the market evolving through adoption of new technologies?
• What are the key drivers and barriers for change?
• What questions should physical players consider?

Moderated by: Robin Martin, Head of Market Development, London Metal Exchange

Panellists:

• Etienne Amic, CEO, VAKT
• John Eastwood, Head of Stainless Steel Raw Materials Sales, Anglo American
• Frank Jackel, Co-Founder and Managing Director, Metalshub
• Guy Wolf, Global Head of Market Analytics, Marex Spectron

13.00 - Lunch

13.45 - Sustainability and mining - the green revolution paradox

Metals are considered essential to support the “green revolution”, but this demand poses a number of key questions for the mining industry which produces them:

• Can “green technology” be considered green, if it depends on materials which have not been produced sustainably?
• What work has the mining industry already done to address these issues, and what more does it need to do to change its reputation? What is the tipping point at which mining can be considered sustainable?
• Why are some countries lobbying against the mining industry?
• How much does the ‘green revolution’ rely on mining? And is it possible to meet this demand?
• What infrastructure and technology are required for a sustainable planet?

Moderated by: Neil Hume, Natural Resources Editor, Financial Times

Panellists:

• Geordie Wilkes, Head of Research, Sucden Financial
• Aidan Davy, COO, ICMM
• Mikko Keto, Global Mining President, FLSmidth
• Siobhan Cleary, Senior Specialist, UN Sustainable Stock Exchanges Initiative

14.45 - Close

Contact us

For further information please contact our LME Events team.

Contact us