08h45 |
Chairman’s Welcome and Introduction
Bernard Swanepoel
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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
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09h30 |
Audience Q&A led by Bernard Swanepoel
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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
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10h35 |
Audience Q&A led by Bernard Swanepoel
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10h50 |
(COMFORT BREAK)
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11h05 |
Session Introduction by Bernard Swanepoel
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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
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11h40 |
Audience Q&A led by Bernard Swanepoel
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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
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12h45 |
Audience Q&A led by Bernard Swanepoel
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13h00 |
(BREAK)
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13h30 |
Session Introduction by Bernard Swanepoel
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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
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14h05 |
Audience Q&A led by Bernard Swanepoel
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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
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14h55 |
Audience Q&A led by Bernard Swanepoel
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15h10 |
(COMFORT BREAK)
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15h25 |
Session Introduction by Bernard Swanepoel
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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
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16h15 |
Audience Q&A led by Bernard Swanepoel
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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
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17h05 |
Audience Q&A led by Bernard Swanepoel
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17h20 |
Closing remarks from the Chair and end of day
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