Wednesday 29 May - Day One

08:15
Registration and welcome coffee

08:50
Opening remarks from the Chair

Kim Wainwright
Chair
Queensland Exploration Council

Maximising global opportunities in Australia
09:00
MINISTERIAL ADDRESS: The state of play for Queensland’s critical mineral future

Join the Hon. Scott Stewart, MP, Minister for Resources and Critical Minerals as he delves into the Queensland critical minerals landscape. Discover the challenges and opportunities within this burgeoning industry as we navigate towards a sustainable future.

Hon. Scott Stewart MP
Minister for Resources and Critical Minerals
Queensland Government

09:30
Analysing the outlook for global supply and demand of critical minerals
  • Investigating the key countries and players for critical mineral global supply
  • Looking at the world’s production of critical minerals vs the global demand
  • Outlining the prioritised demand of critical minerals globally, including minerals and end products

Rebecca Tomkinson
Chief Executive Officer
Chamber of Minerals and Energy of Western Australia

10:00
Morning Tea and Networking
10:40
Queensland Resources Council Update

Janette Hewson
Chief Executive Officer
Queensland Resources Council

11:00
Ministerial Address: Insights from the Hon. Mark Monaghan (pre-recorded)

Hon. Mark Monaghan
Minister for Education; Minister for Mining; Minister for Agribusiness and Fisheries
Northern Territory Government

Accelerating Australia’s national critical mineral outlook
11:20
Maximising critical minerals opportunities: Nolans Project case study

Arafura's Nolan's Project is the only shovel-ready, single-site, ore-to-oxide NdPr project in the world.

Newly appointed Managing Director and CEO Darryl Cuzzubbo will examine how NdPr is critical in the electrification economy through its use in high powered magnets for EVs, wind turbines and robotics. With around 90 percent of NdPr and neodymium magnets are currently supplied by China, Arafura is integral to an independent supply chain into Korea, Europe and the US.

Darryl Cuzzubbo
Managing Director and Chief Executive Officer
Arafura Rare Earths

12:00
Lunch and networking

13:00
PANEL DISCUSSION: What government support is needed to accelerate growth in the critical minerals sector?
  • How can Australia leverage its competitive advantage in this space?
  • How can government policies facilitate the exploration and extraction of critical minerals to accelerate growth in the sector?
  • How might government work with the private sector to invest in infrastructure development that supports the entire critical minerals supply chain?
  • What have been the implications of policy intervention to date, and have the outcomes had a positive or negative impact on the market?

Moderator:

Sam McLean
Senior Manager, Business Development and Policy
Tesla

Panellists:

Rebecca Tomkinson
Chief Executive Officer
Chamber of Minerals and Energy of Western Australia

Darryl Cuzzubbo
Managing Director and Chief Executive Officer
Arafura Rare Earths

Dr Helen Degeling
Project Acquisition Manager
Cobalt Blue Holding

Warren Pearce
Chief Executive Officer
AMEC

Gavin Loyden
Founder and Managing Director
QEM Limited

13:50
Opportunities for investment from the National Reconstruction Fund Corporation
  • Understanding the National Reconstruction Fund Corporation’s approach to investments and role in improving industrial capability

Ivan Power
Chief Executive Officer
National Reconstruction Fund Corporation

Leveraging the impact of ESG on critical minerals
14:05
Engaging investors, enhancing investor satisfaction and influencing capital markets through ESG
  • Delivering compelling ESG narratives and data-driven arguments to enhance investor satisfaction
  • Implementing effective ESG communication strategies that resonate with socially responsible investors
  • Addressing shareholder activism by leveraging ESG concerns to drive positive change

Matt Fifield
Managing Partner
Pacific Road Capital

14:40
Afternoon Tea and Networking

15:20
Decarbonising the Lithium Supply Chain
  • Vulcan is delivering Europe’s green energy and mobility transition. With access to the largest lithium resource in Europe, Vulcan is building a long-term sustainable business, aiming to build a fully domestic, sustainable lithium supply chain in Europe, for Europe
  • Vulcan’s Central Lithium Electrolysis Optimisation Plant (CLEOP) in Frankfurt will be producing lithium hydroxide to specification in June, with the EU’s first fully domestically-produced lithium chemicals produced from July, signifying the world’s first carbon-neutral, green lithium hydroxide, and marking a significant step forward in our mission to decarbonise the lithium hydroxide supply chain to support Europe in building a green, sustainable EV supply chain
  • With our high-performance lithium extraction technology VULSORB®, Vulcan aims to magnify its decarbonising impact on the global lithium supply chain

Kurt Walker
Head of Investor Relations
Vulcan Energy Resources

15:50
PANEL DISCUSSION: Examining the impact of ESG and net zero targets on critical mineral production
  • How are net zero and ESG targets reshaping the demand for specific critical minerals & and which ones face the most significant changes?
  • What strategies should the sector adopt to address ESG challenges and opportunities and how can they be integrated into a multi-year plan?
  • How will ESG practices in mining evolve and how should the industry prepare for emerging standards and market demands?

Moderator:

Kim Wainwright
Chair
Queensland Exploration Council

Panellists:

Matt Fifield
Managing Partner
Pacific Road Capital

Philippa Sjoquist
Director ESG - Energy, Infrastructure and Resources
Westpac Institutional Bank

Kurt Walker
Head of Investor Relations
Vulcan Energy Resources

16:20
Closing remarks from the Chair
16:30
Networking Drinks