19 junho - 20 junho 2019
Shanghai, China

Argus Asia Specialty Metals

Registration and Opening Remarks

Start End
  • 08:45
  • -
  • 09:15
  • Registration and coffee
  • 09:15
  • -
  • 09:20
  • Chairman’s opening remarks

Plenary Session

Start End
  • 09:20
  • -
  • 09:50
  • China-US relations at a crossroads
  • Chinese international economic engagement strategy and US policy responses
  • Recalibration of intensive trade links and what it means for investment
  • Will we expect sizeable price rallies?

  • 09:50
  • -
  • 10:20
  • Perspectives on Chinese government trade policies and their impact on prices Chen Zhan Heng - Deputy General Secretary, Association of China Rare Earth Industry
  • Chinese economy and reform and implications for the global economy
  • Five-year plan for REEs — review of ambitious production and market-share goals for the domestic industry to be met by 2020
  • Supply chain uncertainties for minor metals

  • 10:20
  • -
  • 10:30
  • Q&A
  • 10:30
  • -
  • 11:00
  • Morning refreshments
  • 11:00
  • -
  • 11:30
  • Quick review of the top performers in the specialty metals sector Nicole Willing - Editor, Argus Metals International, Argus
  • What is the current state of the industry and what does the future hold for key strategic metals? 
  • What does the industry see as the biggest threat to resource supply?
  • Key substitute products that could affect demand dynamics 

  • 11:30
  • -
  • 12:00
  • Challenges and opportunities in recycling of batteries, automotive catalysts and fuel cells Michelle Lynch - Director, Enabled Future Limited (EFL)
  • Review of recycling infrastructure and technologies
  • Environmental assessment of process
 
  • 12:00
  • -
  • 12:30
  • Investments into sustainable metals processing – can it be done? Kirsten Hund - Sr. Mining Specialist, Energy and Extractives Global Practice, World Bank
  • Understanding the social and environment cost 
  • Overcoming the bottleneck of funding sustainable processing technologies

 
  • 12:30
  • -
  • 12:40
  • Q&A
  • 12:40
  • -
  • 14:00
  • Networking lunch

Rare Earths Focus 1

Start End
  • 14:00
  • -
  • 14:30
  • Analysis and outlook of the Japanese rare earth market
  • 14:30
  • -
  • 15:10
  • Special panel on magnets: opportunity for magnets in wind power and expectations on production outlook
  • 15:10
  • -
  • 15:40
  • Afternoon refreshments
  • 15:40
  • -
  • 16:10
  • Outlook of solar power in Asia and the implications for renewable energy materials supply
  • 16:10
  • -
  • 16:40
  • Analysis on the Japanese catalyst industry
  • 16:40
  • -
  • 16:50
  • Q&A
  • 16:50
  • -
  • 17:00
  • Chairman’s closing remarks Nicole Willing - Editor, Argus Metals International, Argus
  • 17:30
  • -
  • 20:30
  • Cocktail reception

Rare Earths Focus 2

Start End
  • 09:00
  • -
  • 09:20
  • Refreshments and coffee
  • 09:20
  • -
  • 09:30
  • Chairman’s remarks Nicole Willing - Editor, Argus Metals International, Argus
  • 09:30
  • -
  • 10:00
  • A update on MP Materials – plans ahead James H. Litinsky - Founder, Chief Executive Officer and Chief Investment Officer, JHL Capital Group
  • 10:00
  • -
  • 10:30
  • Increasing use of blockchain to track supply chain
  • 10:30
  • -
  • 10:40
  • Q&A

Plenary Session 2

Start End
  • 10:40
  • -
  • 11:10
  • Morning refreshments
  • 11:10
  • -
  • 12:00
  • New! Opportunities and challenges in matching projects to investment capital
• Betting big on battery demand – should we be worried about a bubble? 
• How will minor metals stocks from the now bankrupt Fanya metal exchange affect the spot market?
• Innovation in the mining sector — the factors influencing operating costs and the impact of exchange rates
• Structured trade finance and mining finance for non-ferrous metals trade and rare earth minerals
 
  • 12:00
  • -
  • 12:10
  • Chairman’s closing remarks
  • 12:10
  • -
  • 14:00
  • Networking lunch followed by end of conference