Event Details

Date: 24 March 2021

Time: 08h30 - 17h00 

Venue: Online


Price: R3 950.00 excl. VAT

2021 Speakers include:

Honourable Minister Gwede

Honourable Minister Gwede Mantashe,

Department of Mineral Resources and Energy of South Africa


Colin

Colin Chibafa,

Chief Financial Officer, Unki Mines, Anglo American


Marna

Marna Cloete,

President & CFO, Ivanhoe Mines


Huw

Huw Daniel,

CEO, Platinum Guild International Hong Kong Limited


Sergey

Sergey Dyachenko,

First Vice President – Chief Operating Officer, Norilsk Nickel


Kevin

Kevin Eggers,

Partner, AP Ventures


Stephen

Stephen Forrest,

Executive Chairman and Principal Consultant, SFA Oxford


Neal

Neal Froneman,

CEO, Sibanye-Stillwater


Bernhard

Bernhard Fuchs,

Senior Vice President Precious Metals Management, Umicore AG (Frankfurt)


Evy

Evy Hambro,

Managing Director, BlackRock, London


Fungai

Fungai Makoni,

Managing Director, Mimosa


Alex

Alex Mhembere,

Chief Executive Officer, Zimplats


Prakashim

Prakashim Moodliar,

Executive Head: Projects & Environmental, Anglo American Platinum


Paul

Paul Moschella,

Director of Precious Metals Supply, BASF


Nico

Nico Muller,

CEO, Impala Platinum


Benny

Benny Oeyen,

Executive Head Market Development, Anglo American


Dr Fiona

Dr Fiona Perrott-Humphrey,

Senior Adviser, Mining Team, Global Advisory, Rothschild & Co. London


Hanré

Hanré Rossouw,

CFO, Royal Bafokeng Platinum


Heidi

Heidi Sternberg,

Sector Specialist, Mining, Beneficiation & Energy, Public Investment Corporation


Wilma

Wilma Swarts,

Director of PGMs, Metals Focus


Emma

Emma Townshend,

Executive Corporate Affairs, Implats


Natascha

Natascha Viljoen,

CEO, Anglo American Platinum


Paul

Paul Wilson,

Chief Executive, World Platinum Investment Council


The PGMS Industry Day



 

 

2021 PGMs Industry Day

For Producers, Investors & Users of PGMs

Wednesday 24th March 2021
Online Edition

08h45-17h30

 

Resources 4 Africa is pleased to announce the 4th edition of the annual PGMs Industry Day, taking place on Wednesday 24th March 2021 as an online discussion. A high-level strategic gathering that brings together leading industry players, including local and international mining companies, users and investors, the PGMs Industry Day will tackle all the critical industry issues in a frank and open discussion.

Against the backdrop of soaring PGMs prices, key stakeholders will discuss the huge potential of this sector. Chaired by Bernard Swanepoel, some of the crucial issues to be addressed include:

• The outlook for platinum group metals globally
• The supply and demand fundamentals affecting the market
• Producers’ strategies for future production, supply, investment, modernization and energy
• Potential growth opportunities and new projects
• The role of PGMs producers in Zimbabwe in the global market
• Investors’ perspectives on the PGMs industry
• Future markets and applications
• The specific role of PGMs in the hydrogen economy
• And more……

 


Bernard Swanepoel 3x2
Chair: Bernard Swanepoel


Guarantee your place by registering now!



08h45  

Chairman’s Welcome and Introduction

     Bernard Swanepoel


09h00

Opening Ministerial keynote address
How can government ensure the PGMs industry remains sustainable and contributes to economic growth and employment?
What additional incentives can be provided to encourage development of the sector through investment in exploration and new projects?

     Honourable Minister Gwede Mantashe, Department of Mineral Resources and Energy of South Africa 


09h30 Audience Q&A led by Bernard Swanepoel


09h50

How are PGMs producers planning for future production, supply, investment, modernization and energy?
Will producers seek to maintain/increase production levels?
What level of demand are producers planning for?  Where will supply come from?
What are producers’ plans for capital investment? Are there any new projects in the pipeline? Will producers commit to investment in new supply?
Which PGMs mines have the potential to be modernized?
How can new jobs be created?
Impact of energy supply on existing operations: Is energy supply constraining growth?  Are producers planning for self-generation?
Are producers able to deliver continuing cost efficiencies?
Outlook for the next 5 years

     Nico Muller, CEO, Impala Platinum
     Natascha Viljoen, CEO, Anglo American Platinum
     Neal Froneman, CEO, Sibanye-Stillwater
     Hanre Rossouw, CFO, Royal Bafokeng Platinum
     Sergey Dyachenko, First Vice President – Chief Operating Officer, Norilsk Nickel


10h35 Audience Q&A led by Bernard Swanepoel


10h50 (COMFORT BREAK)


11h05 Session Introduction by Bernard Swanepoel


11h10

Supply and demand fundamentals affecting the PGMs market in 2021
What is the outlook for supply and demand for PGMs in the next 12 months. How is Covid-19 continuing to affect this?
What is the impact of palladium and rhodium on the PGMs basket price? Why are these prices so high?
How long will prices remain at their current elevated levels? Is this sustainable? Could we see a price crash?
What is the current supply outlook? Is there enough supply for the forecast demand?
What has been the influence of recycled PGMs on the market? How does it affect demand for virgin ounces?
The substitution of palladium with platinum: when is it going to happen?

     Stephen Forrest, Executive Chairman and Principal Consultant, SFA Oxford
     Wilma Swarts, Director of PGMs, Metals Focus
     Emma Townshend, Executive: Corporate Affairs, Impala Platinum


11h40 Audience Q&A led by Bernard Swanepoel


12h00

Spotlight on investment:
Evy Hambro in conversation with Fiona Perrott-Humphrey

     Evy Hambro, Managing Director, BlackRock (London)
     Dr Fiona Perrott-Humphrey, Senior Adviser, Mining Team, Global Advisory Rothschild & Co. London


12h45 Audience Q&A led by Bernard Swanepoel


13h00 (BREAK)


13h30 Session Introduction by Bernard Swanepoel


13h35

What is the potential role of PGMs producers in Zimbabwe in the global market?
What is the estimated total supply in the short- to longer-term from Zimbabwe?
What are the specific advantages enjoyed by producers in Zimbabwe?  Shallow reefs, mechanized mines, excellent workforce culture etc.  
Who is currently operating/investing in PGMs in Zimbabwe and what is the current status of these projects?

     Alex Mhembere, CEO, Zimplats
     Colin Chibafa, CFO, Unki Mine - Anglo American
     Fungai Makoni,Managing Director, Mimosa


14h05 Audience Q&A led by Bernard Swanepoel


14h25

Future players and projects: where will growth in PGMs come from?
What are the opportunities and risks for future producers in the PGMs market?
Do they have a competitive advantage? 
Infrastructure considerations and processing facilities
Access to capital and long-term funding

     Marna Cloete, President & CFO, Ivanhoe Mines


14h55 Audience Q&A led by Bernard Swanepoel


15h10 (COMFORT BREAK)


15h25 Session Introduction by Bernard Swanepoel


15h30

What is the current and future potential for PGMs applications?
Where has demand come from in the past 12 months? Which markets are growing/contracting - industrial, jewellery, automotive, investment?
What has been the impact of Covid-19 on demand? Has demand fully recovered?
Are forecasts of the death of the internal combustion engine realistic? For how long will PGMs continue to be needed for autocatalytic converters?
What new innovative uses for PGMs can we expect in the future?

     Huw Daniel, CEO, Platinum Guild International Hong Kong Limited
     Paul Wilson, CEO, World Platinum Investment Council
     Benny Oeyen, Executive Head Market Development, Anglo American (London)   
     Paul Moschella, Director of Precious Metals Supply, BASF 
     Bernhard Fuchs, Senior Vice President Precious Metals Management, Umicore  

 


    

16h15 Audience Q&A led by Bernard Swanepoel


16h35

What is the likely role of PGMs in the hydrogen economy? What is the real impact of BEVs?
To what extent can PGMs benefit from the hydrogen economy? What are the competing technologies?
What is the current status of fuel cell development? How are the major PGMs producers investing in fuel cells?
What are the practical consequences of a hydrogen economy? What infrastructure is needed? What are the timelines?
How can governments assist with fuel cell development and developing the hydrogen economy?
Understanding the current and potential uptake of Battery Electric Vehicles (BEVs) and the difference between them and FCEVs. What will be the real impact of BEVs on PGMs?
Will there be a gap between declining demand for the internal combustion engine and demand for fuel cells increasing?
What other applications are there for PGMs in addition to small passenger EVs in the hydrogen economy?

     Neal Froneman, CEO, Sibanye-Stillwater
     Prakashim Moodliar, Executive Head: Projects & Environmental, Anglo American Platinum
     Kevin Eggers, Partner, AP Ventures
     Heidi Sternberg, Sector Specialist: Mining, Beneficiation and Energy,Public Investment               Corporation


17h05 Audience Q&A led by Bernard Swanepoel


17h20 Closing remarks from the Chair and end of day 


 

Mining Industry Partners:

Implats and Sibanye and Anglo American 2020

  

Sponsors:

 

DRA and Auramet PGMs 2021




For sponsorship opportunities contact sponsorship@resources4africa.com
 


Media Partners:

Metals Focus and Global Africa Network


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The PGMs Industry Day is brought to you by Resources 4 Africa, the organisers of the Joburg Indaba.

“By the industry for the industry”