07.45 - RegistrationDoors open for 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?
Moderated by: Mark Burton, Journalist, Bloomberg
- 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
- 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
- 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
The LME is delighted to be collaborating with Metalshub to establish a transparent, efficient and liquid spot trading platform and marketplace for base metals, including those suited more to spot trading, like low-carbon aluminium.Find out more