Event Details


Delegate Fee: R3 499 excl VAT


Apply for a complimentary VIP investor pass by clicking here.

 

Speakers include:

Chris

Chris Griffith,

Chief Executive Officer, Anglo American Platinum


Thabile

Thabile Makgala,

Executive: Mining, Impala Platinum; Chairperson, Women in Mining SA (WiMSA)


Paul

Paul Dunne,

Chief Executive Officer, Northam Platinum


Steve

Steve Phiri,

Chief Executive Officer, Royal Bafokeng Platinum


Gerick

Gerick Mouton,

Vice President & Executive Head: Capital Projects, Ivanplats


Joseph

Joseph Mathunjwa,

President, AMCU


Roger

Roger Baxter,

Chief Executive Officer, Minerals Council South Africa


Stephen A.

Stephen A. Forrest,

Director and Chairman, SFA Oxford (Oxford)


Suki

Suki Cooper,

Executive Director, Precious Metals Research, Standard Chartered Bank (via live link up with New York)


Huw

Huw Daniel,

Chief Executive Officer, Platinum Guild International Hong Kong Limited (Hong Kong)


Gabriele

Gabriele Randlshofer,

Managing Director, International Platinum Group Metals Association (Munich)


Benny

Benny Oeyen,

Executive Head Market Development, Anglo American (London)


Trevor

Trevor Raymond,

Director of Research, World Platinum Investment Council (London)


Bernhard

Bernhard Fuchs,

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


Kevin

Kevin Eggers,

Partner, AP Ventures LLP (London)


Uwe

Uwe Zink,

Technical Manager, Regulatory Affairs, BASF


Mandi

Mandi Dungwa,

Portfolio Manager, Kagiso Asset Management


The PGMS Industry Day



Resources 4 Africa is pleased to announce the 2019 PGMs Industry Day, taking place on Tuesday 9th April 2019 in Johannesburg. This year’s theme, strategies for a long-term, sustainable industry, will tackle where we find ourselves now, have we moved on or are we still in “crisis”? What can we do to revitalize the industry and ensure the long-term survival of the PGMs sector?

Captains of industry and senior representatives of the PGMs sector will discuss and debate these and other important questions including:

  • The major risks facing the industry this year
  • Planning in the current price environment: benefits and consequences of the recent price rally
  • Capital expansion projects and new investments
  • What it takes to invest in new developments that result in job creation 
  • How do we re-invigorate and re-vitalize the industry?


2019 PGMs Industry Day

For Producers, Investors & Users of PGMs

Strategies for a long-term, sustainable industry

Tuesday 9 April 2019
The Country Club Johannesburg, Auckland Park
08h00-17h00

 

Chaired by Bernard Swanepoel and organised by the Joburg Indaba team, this 2nd edition of the PGMs Industry Day will once again bring a frank, open and honest approach to tackling the key issues facing the PGMs industry. Leading local and international players will take centre stage, exploring the opportunities for change and growth including:

 

Chris Griffith, CEO, Anglo American Platinum
Thabile Makgala, Executive: Mining, Impala Platinum;
Women in Mining SA (WiMSA)

Paul Dunne, CEO, Northam Platinum
Steve Phiri, CEO, Royal Bafokeng Platinum
Gerick Mouton, 
Vice President & Executive Head: Capital Projects, Ivanplats
Joseph Mathunjwa, 
President, AMCU
Roger Baxter, 
CEO, Minerals Council South Africa
Stephen A. Forrest, Director and Chairman, SFA Oxford (Oxford)
Suki Cooper, Executive Director, Precious Metals Research, Standard Chartered Bank 
(via live link up with New York)
Huw Daniel, CEO, Platinum Guild International Hong Kong Limited (Hong Kong)
Gabriele Randlshofer, Managing Director, International Platinum Group Metals Association (Munich)
Benny Oeyen, Executive Head Market Development, Anglo American (London)
Trevor Raymond, Director of Research, World Platinum Investment Council (London)
Bernhard Fuchs, Senior Vice President Precious Metals Management, Umicore AG (Frankfurt)
Kevin Eggers, Partner, AP Ventures (London)
Uwe Zink, Technical Manager, Regulatory Affairs, BASF (Germany)
Mandi Dungwa, Portfolio Manager, Kagiso Asset Management


[Keep watching this website for the full speaker line-up]

 

Investors and analysts will examine the current investment sentiment towards PGMs, the supply/demand dynamic and forecasts for the major PGMs markets – automotive, industrial and jewellery.

Some of the crucial questions that will be discussed during the day include:

  • What can the PGMs industry do to re-invigorate the platinum market?
  • What can the industry do to create more demand for its products?
  • Where will future growth come from?
  • What type of PGMs investments are investors looking for?
  • Has the post-Mining Charter environment in SA translated into increased investment into PGMs?
  • Have we moved on or are we still in “crisis”?


PLUS, a conversation with AMCU’s Joseph Mathunjwa, will reflect on the past year and what needs to be done going forward to revitalize the PGMs industry and positively impact job creation.

 

And much more...

 

Make sure that you guarantee your place on Tuesday 9th April by registering today.



Bernard Swanepoel 3x2
Chair: Bernard Swanepoel


 Programme at a Glance:

08:00     

Registration


09:00     

Chairman's Welcome
Bernard Swanepoel


09:15      

Opening Ministerial Keynote Address


09:45    

A new strategy for the Platinum Sector


10:00     

The State of the Industry

The current challenges faced by the PGMs industry
What are the major risks facing the industry this year?
Economic, political, Eskom, community disruptions, wage negotiations?
Where are we now? Have we moved on or are we still in “crisis”?
Do we have “unfinished” business?
What are the major post Mining Charter challenges?
What can the PGMs industry do to re-invigorate the platinum market?
Productivity, consolidation, input costs, regulatory issues?
What of the recent price rally? Benefits and consequences?
How do producers plan in the current price environment?
What can the industry do to create more demand for its products?
Are we doing enough for market development?

Followed by Discussion, Q&A
What could some solutions be to the major challenges facing the industry this year?


10:45

Morning Refreshments


11:15

Industry Panel Discussion: Where will the next mines come from?

Where will future platinum growth come from?
Is deep level mining still viable? Will we get replacement in time?
Are today’s prices mine closure prices or new investment prices?
Do companies envisage new investments?
How do we grow the industry?
Where will capital come from?
Is restructuring, consolidation really the only option?
Do we envisage further mine closures?
Are further government incentive needed to boost the sector?
How are producers engaging government, unions and communities?


12:00

Organised Labour’s Role in Revitalizing the PGMs Industry: A conversation with Joseph Mathunjwa

Reflections on the past year: what have been the major pluses and minuses?
What is Labour arguing for? What should change?
Three things mining companies, government and unions should do to revitalize and ensure future viability of the industry.


12:45

Lunch and Networking


13:45

PGM miners or platinum miners: market dynamics of tomorrow’s basket

The supply/demand dynamic as it is today and over the next five years
Have the supply/demand dynamics changed?
What is the current market sentiment towards PGMs?

Followed by Discussion, Q&A


14:30

Investors Panel Discussion: Current investors’ perceptions of the PGMs industry

What type of PGMs investments are investors looking for?
Is there now a compelling investment case?
Are mining equities and ETFs considered differently?
Does the investment case differ between South African and global funds?
Has the post Mining Charter environment in SA translated into increased investment into PGMs?
What are investors saying about ESG challenges?
What role does market development play?


15:15

Afternoon Refreshments


15:45

Demand, Growth, Future Markets, Applications

Will we see significant demand growth in the metals?
Where is the opportunity to influence the demand/supply balance and shape future demand?


The Jewellery Industry as a Key Lever for Success

Is this the most significant area for growing demand?
Is demand for platinum jewellery increasing or decreasing? What factors are driving this? What is the outlook in the short term?
When will the Chinese jewellery industry change?
How is the PGI promoting a demand increase?


The Future Automotive World

What engines, fuels and PGMs will be used?
How will platinum/palladium be impacted differently in the auto sector?
Outlook for platinum in auto catalysts in the short term?
Impact of the higher price of palladium on its use in auto catalysts?
Demand forecast for platinum in heavy duty vehicles?
Likely impact of Battery Electric Vehicles (BEVs) on future platinum demand
The role of fuel cells in the transition to clean forms of transportation
EVs, Hybrid vehicles
When will car companies switch or not?


A perspective from a global producer of automotive catalysts

What do global car and truck producers want?
What are the customers’ demands?
Where will the metals come from?
How do we ensure sustainability of supply?


Industrial demand

What is the outlook for industrial demand?
In which sectors is it increasing? Chemicals, petroleum, refining, glass?
What are the new industrial applications?
What is driving demand globally and in China?


17:00

Chairman’s Closing Remarks


17:15 -
19:00            

Drinks Reception



Sponsors of the PGMs Industry Day:



DRA Global
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If you would also like to attend the 2nd edition of the Harare Indaba which follows on Wednesday 10th April, at the same venue, click here.


PLUS, join us for our first Breakfast Indaba of 2019, A Conversation with Neal Froneman, on 27th March. Click here.

 

The PGMs Industry Day is brought to you by Resources 4 Africa, the organisers of the Joburg Indaba.
“By the industry for the industry”