EVENT

LME Metals Forum 2022

26 October 2022

8:00am GMT

Virtual & In London

Interested in our event? Contact us to learn more.

About the Forum

Can Metals Delivery the Energy Transition?

Despite the energy transition seemingly a sure bet on the demand side of the equation, if miners cannot deliver the metal in a timely manner, what does this mean for the energy transition? Can a Paris-aligned pathway be achieved this decade? How will miners navigate the slowdown and ensure that they are positioned to contribute to and benefit from the energy transition? Which commodity markets will fare best over the next few years and what will the energy transition deliver in the longer term?

This one-day conference will be taking place on 26 October and is complimentary to everyone

Registration

Questions?

Contact events@woodmac.com with any event or registration questions.

Agenda

8:00 AM

GMT

8:00 AM - 8:10 AM

Welcome and Introduction

Julian Kettle

Senior Vice President, Vice Chair Metals and Mining

Wood Mackenzie

8:10 AM

GMT

8:10 AM - 8:40 AM

Panel: The Great Inflation Debate

Adam Pearson

Managing Director, Consulting

Wood Mackenzie

Simon Flowers

Chairman, Chief Analyst and author of The Edge

Wood Mackenzie

James Cerone

Managing Director, Power Advocate

Wood Mackenzie

Peter Martin

Director, Macroeconomics

Wood Mackenzie

Derryn Maade

Head of Metals and Mining Markets

Wood Mackenzie

William Husband

Managing Director, Global Head of Metals and Mining

Citibank

8:40 AM

GMT

8:40 AM - 9:20 AM

Panel: The Challenge of Mining Investment for the Energy Transition

Ian Laurent

MD Mining

BNP Paribas

Ricardo Monte Alto

Group Head of Strategy

Vale

Olivia Markham

MD

Blackrock Mining

Jim Lennon

Senior Consultant – Commodities Strategy

Macquarie

Richard Horrocks-Taylor

Global Head, Metals & Mining

Standard Chartered

9:20 AM

GMT

9:20 AM - 9:35 AM

Aluminium: Does one transition inevitably lead to another?

Uday Patel

Senior Research Manager, Global Aluminium Markets

Wood Mackenzie

9:35 AM

GMT

9:35 AM - 9:50 AM

Copper; Still the World's favourite metal?

Nick Pickens

Research Director, Copper

Wood Mackenzie

9:50 AM

GMT

9:50 AM - 10:10 AM

Zinc and Lead powering on through

Andrew Thomas

Head of Lead and Zinc

Wood Mackenzie

10:10 AM

GMT

10:10 AM - 10:40 AM

Networking Coffee Break

10:40 AM

GMT

10:40 AM - 11:10 AM

Panel: What Does a Paris Climate Trajectory Mean for Metals?

Oliver Heathman

Senior Research Manager, Metals & Mining

Wood Mackenzie

Max Reid

Research Analyst, Battery Raw Materials Service

Wood Mackenzie

Prakash Sharma

Vice President, Multi-Commodity Research

Wood Mackenzie

Bhavya Laul

Senior Research Analyst, Base Metals Markets, Metals & Mining

Wood Mackenzie

James Whiteside

Head of Corporate, Metals & Mining

Wood Mackenzie

11:10 AM

GMT

11:10 AM - 11:25 AM

Matte, MHP and meltdown; what next for nickel?

Sean Mulshaw

Research Director, Nickel Markets

Wood Mackenzie

11:25 AM

GMT

11:25 AM - 11:45 AM

Lithium & Cobalt: Too Much Too Soon or Too Little Too Late?

Allan Pedersen

Principal Analyst, Lithium

Wood Mackenzie

Ying Lu

Senior Research Analyst, Cobalt

Wood Mackenzie

11:45 AM

GMT

11:45 AM - 12:00 PM

Rare Earths: Endangering the energy transition?

David Merriman

Research Director, Rare Earths

Wood Mackenzie

12:00 PM

GMT

12:00 PM - 12:20 PM

Are miners doing enough to deliver decarbonisation?

James Whiteside

Head of Corporate, Metals & Mining

Wood Mackenzie

12:20 PM

GMT

12:20 PM - 1:00 PM

Panel: Policy, Risk and Mining

Elena Belletti

Head of Carbon - Energy Transition Practice

Wood Mackenzie

Franca Wolf

Senior Analyst, Corporate Risk Analytics and Energy Transition, Financial Sector Risk

Verisk Maplecroft

Kirsty Benham

Co-Founder

Critical Minerals Association

Valerie Purvis

Senior Vice President, Global Head of Chemicals and Metals & Mining

Wood Mackenzie

Andrea Vaccari

Director Responsible Production Frameworks & Sustainability

Freeport-McMoRan

1:00 PM

GMT

1:00 PM - 1:05 PM

Thank You and Close

1:05 PM

GMT

1:05 PM - 2:00 PM

Networking Lunch

Speakers

Interest in speaking at our upcoming conference?

Be part of the conferences' story and share your most recent findings and challenges to industry peers. Unveil your thought leadership expertise and distribute your latest white papers to a crowd of targeted individuals.

To learn more contact us by filling in the contact us form or events@woodmac.com

Event Location

The LME Metals Forum 2022 will be a hybrid event, taking place in the heart of the City of London and virtually streamed to our global audience. Due to the venue capacity limit, we will have a waiting list in place for the in-person session.

Any unsuccessful registration to the in-person session will have their registration converted to the virtual session instead. 

Please contact us if you have any other questions about this process. 

 

Wood Mackenzie Event Health & Safety Guidelines/Policies*

Wood Mackenzie is committed to providing a safe and healthy environment for all LME 2022 participants. Our decisions and preventive measures will be guided by the requirements and recommendations of the Health and Safety Executive and the UK Government. We are working with the venue provider on implementing preventative measures to reduce the potential spread of the COVID-19 at the event. Preventive measures include: 

  • Attestation of vaccination from all Wood Mackenzie employees and event attendees 
  • Masks are to be worn by all event participants at all times 
  • Enhanced sanitization of meeting and exhibit spaces 
  • Extra venue space to allow for social distancing in meeting space 
  • Hand sanitizing stations throughout the meeting and exhibit spaces 

The responsibility for a safe and healthy event environment is shared among the event organiser, venues and every participant. All participants are expected to adhere to and abide by the safety precautions Wood Mackenzie is implementing to protect against the spread of COVID-19.
 
As part of your responsibilities, you should not attend the this event if you: 

  • are experiencing, or within the 10 days prior, have experienced  signs and symptoms of COVID-19.  
    have traveled to any high COVID-risk area in the last 10 days.
  • believe that you may have been exposed to a confirmed or suspected case of COVID-19.  
  • have been diagnosed with COVID-19 and are not yet cleared as non-contagious by the health care team responsible for your treatment.   

Conference attendees should self-monitor for signs and symptoms of COVID-19 and are asked to contact the Wood Mackenzie events team at events@woodmac.com if they experience symptoms of COVID-19 within 2 days after the event. Should any positive cases be reported, Wood Mackenzie will communicate this information to all registered participants. Any private health or personal data received by Wood Mackenzie will be treated as confidential. 
 
Please note that by checking the box during the online registration process, you agree to adhere to the precautions and policies above and understand that you are knowingly and freely assuming all risks related to illness and infectious diseases, such as COVID-19, by attending this event. You understand that refusal to adhere to these policies and abide by these precautions may result in immediate removal from the event and cancellation of the registration, without receiving a refund. 

 
*All Wood Mackenzie policies are subject to change. Should changes be made, a notification will be sent to all registered attendees.      

Why Attend

  • Hear Wood Mackenzie’s latest outlooks for Aluminium, Copper, Lead, Nickel, Zinc, Cobalt, and Lithium
  • Participate in industry-leading panel sessions discussing inflation, the challenge of financing the energy transition, what a Paris-aligned decarbonisation pathway means for metals, and navigating policy and risk
  • An opportunity to network with senior industry stakeholders and peers

Adam Pearson

Managing Director, Consulting

Wood Mackenzie

Ian Laurent

MD Mining

BNP Paribas

Andrew Thomas

Head of Lead and Zinc

Wood Mackenzie

An experienced analyst with in-depth knowledge of the zinc market, Andrew has followed metal markets for over 20 years. Andrew drives our lead and zinc research agenda, and he has a proven track record of collaborating in the research and analysis of the wider non-ferrous and ferrous metals and mining industries. He is the co-author of the Zinc Metals Market Service. He joined Wood Mackenzie in 2005 as a refined zinc market analyst. He has also served as senior metals market analyst and principal analyst for zinc markets. For the first nine years of his career, Andrew was the metal markets editor of Mining Journal, the leading weekly global mining newspaper. Education MSc, Mineral Exploration and Project Evaluation, Royal School of Mines, Imperial College, University of London BSc, Geology, Royal Holloway New College, University of London

Allan Pedersen

Principal Analyst, Lithium

Wood Mackenzie

Allan Pedersen is Wood Mackenzie’s principal analyst for lithium, based in Perth. He has indispensable commercial lithium experience, having led market intelligence with focus on supply, demand and technological developments across the entire lithium value chain for Tianqi Lithium since 2017. Allan brings over 25 years of experience in sales, marketing, industry analysis roles and corporate development roles in chemicals, minerals, diamonds and iron ore in Denmark, England, Belgium and Australia. Allan holds a Master Business Administration from Henley Management College, England.

Oliver Heathman

Senior Research Manager, Metals & Mining

Wood Mackenzie

Nick Pickens

Research Director, Copper

Wood Mackenzie

Based in London, Nick re-joined Wood Mackenzie in 2015 to manage the Copper Mine Cost service. He has over 15 years experience as an analyst in the metals and mining sector and has worked across base, bulk and precious metals. Nick was previously Research Director at specialist metals consultancy GFMS, playing a key role in developing a mine economics service for gold, copper and PGMs. Prior to GFMS, Nick spent five years in capital markets as an equity analyst at both Canaccord Genuity and Liberum Capital. He covered a diversified portfolio of mining companies, leading research on London listed large cap companies, but also advising junior mining companies in a corporate broking role. He also has experience as Head of Research at specialist iron ore marketing advisor MVS and started his career as a gold and base metals cost analyst with Brook Hunt (now Wood Mackenzie Metals and Mining).

Sean Mulshaw

Research Director, Nickel Markets

Wood Mackenzie

Sean has followed the nickel, stainless steel and molybdenum markets for Wood Mackenzie for more than fifteen years. He is the co-author of the Nickel Metal Service, a contributor towards the Nickel Industry Cost Service and the Nickel Intermediates Service, and has collaborated on a range of consulting projects. He previously held analyst positions with Roskill and the Mining Journal, and was a post-doctoral researcher in mining geology and geochemistry at the Royal School of Mines in London for around eight years.

Simon Flowers

Chairman, Chief Analyst and author of The Edge

Wood Mackenzie

Simon has a long history with Wood Mackenzie. He first joined the company in 1983, as a North-West Europe upstream analyst, later moving to Sydney to become an equity analyst covering the Australian oil, gas and mining sectors. On returning to the UK in 1992, Simon was a No.1 ranked oil analyst with NatWest Markets after which he took on the role of MD and Head of Pan European Utilities Research with Bank of America Merrill Lynch. There he worked with the boards of many utility companies and was involved in most of the major European privatisations, including Enel, EdF and GdF. Simon re-joined Wood Mackenzie in 2010, bringing with him more than 20 years of experience across a breadth of commodities and sectors including oil and gas, utilities and mining. His experience makes him uniquely qualified to occupy the role of Chief Analyst and Chairman, which sees him produce high-value content and thematic research. Simon’s views on the issues shaping the energy world are regularly sought by industry leaders as well as international media. Education B.Sc (Hons) Geology, University of Edinburgh

Ying Lu

Senior Research Analyst, Cobalt

Wood Mackenzie

Ying is Wood Mackenzie’s cobalt analyst based in London. She joined Wood Mackenzie in 2021 following the takeover of Roskill, where she led the company’s analysis on nickel (sulphate) and cobalt markets, from multi-client market reports to bespoke consultancy. Prior to joining Roskill, Ying worked for a leading cobalt and nickel producer in East China, where she was responsible for procurement, trading and business strategy. Her commercial exposure to battery raw materials has translated into industry knowledge and business acumen to identify trends in these markets. Ying is a regular speaker at international conferences, providing insights on fast-evolving cobalt and nickel value chains and sustainability topics. She graduated from Cass Business School in London with an MSc in Energy, Trade and Finance.

Uday Patel

Senior Research Manager, Global Aluminium Markets

Wood Mackenzie

Uday has over 30 years of experience in the metals and mining sector and joined Wood Mackenzie in 2014 as a manager in the aluminium markets team. During his career he has worked on a range of projects in the metals sector, including detailed market studies, cost analyses and strategic advisory work for clients including rolled producers, aluminium processing companies and financial organisations. Uday joined from Ma’aden Saudi Arabia where he was a senior marketing specialist, focusing on aluminium. Prior to this he was a manager in marketing and sales at Dubai Aluminium and a principal consultant at CRU, heading the downstream aluminium analysis. He was also a senior economist at Outokumpu Oyj. Education Executive management programme, London Business School MA International economics, trade and finance, Sussex University

Ricardo Monte Alto

Group Head of Strategy

Vale

Ricardo is currently Vale’s Group Head of Strategy. He is a seasoned executive and strategist in the metals and mining industry, with 20+ years of experience helping CEOs, top executives, and chiefs of state from multiple geographies improve their performance and grow. He has a strong strategy background, anchored on solid microeconomics and deep specialization in metals and mining.

David Merriman

Research Director, Rare Earths

Wood Mackenzie

David has over 10 years of experience in the metals and mining industry, covering a range of commodities including rare earth elements, battery raw materials and noble alloys. He joined Wood Mackenzie in 2021 following the acquisition of Roskill, where he managed the Battery and EV Raw Materials division. At Roskill, David covered a broad range of commodities, with a focus on market analysis for the rare earth elements and lithium. He has also led and been involved in bespoke research and consultancy covering a range of commodities and industrial minerals. Prior to joining Roskill, David worked in mineral exploration for gold, copper and rare earth elements at projects within Chile and Tanzania. Education MSc Mining Geology, Camborne School Mines BSc Geology, University of Birmingham

Elena Belletti

Head of Carbon - Energy Transition Practice

Wood Mackenzie

Elena joined Wood Mackenzie in November 2021. She works with the Carbon team to improve and expand the Emissions Benchmarking Tool, provide clients with more intelligence in recent developments in the carbon landscape, and share Wood Mackenzie’s view on future developments and trends in carbon markets and mechanisms. Elena joined from the United Nations Headquarters in New York, where she had worked since 2015, most recently as an economist in the office for financing sustainable development. She was the focal point on taxation and climate, advising senior government officials from low-income countries on the development of policies that generate revenues while protecting the environment. She focused on carbon pricing and on the role of taxation in attaining environmentally-related sustainable development goals (SDGs). Previously, she was a senior economist for Palantir Economic Solutions and a senior advisor at Eni; in both roles, she provided commercial, economic and strategic advisory to improve the value of economic opportunities in the oil and gas upstream. Education MPA, Environmental Science and Policy, Columbia University. MSc and BSc, Economics, Bocconi University.

Franca Wolf

Senior Analyst, Corporate Risk Analytics and Energy Transition, Financial Sector Risk

Verisk Maplecroft

Gavin Thompson

Vice Chairman, Energy – Asia Pacific

Wood Mackenzie

Gavin joined Wood Mackenzie in 1997. His expertise spans across the Asia Pacific commodity sectors, and in particular, helping companies identify and build their international growth strategies. He has led a range of consultancy and research projects with domestic and international energy companies across the region, providing LNG project evaluation and provincial gas price forecasting. In 2017, Gavin took the role of Head of Asia Pacific research, and led a team of around 100 analysts. Most recently in 2019, Gavin was appointed Vice Chairman, Energy for the company's Asia Pacific business. He is based in Singapore and frequently travels the region to meet with clients. Education BA (First Class Hons), Newcastle University in Politics, Economics and Chinese language.

Julian Kettle

Senior Vice President, Vice Chair Metals and Mining

Wood Mackenzie

Julian brings 30 years of experience in the analysis of metals and mining to his current role as Senior Vice President, Vice Chair Metals and Mining, where he is responsible for senior stakeholder engagement and relationships. He is a recognised authority on the aluminium industry across the value chain from bauxite mining through to end-use analysis. His in-depth understanding of the key factors influencing the industry and issues that stakeholders face is of critical importance in his work providing strategic advice to clients. Since joining Wood Mackenzie, he has carried out the role of Manager – Metal Market Services, Global Head of Metals Research, and Global Head of Metals and Mining Research. Julian travels extensively and regularly presents to senior industry and financial community stakeholders on our analysis across the value chain of the metals and mining space, covering aluminium, copper, lead, nickel, zinc, iron ore, steel and coal. He also supports consulting assignments and specialises in market environment assessment, expert witness, raw materials sourcing, contract pricing, portfolio optimisation and strategic advisory relating to brownfield and greenfield investments in the metals and mining space. Prior to joining Wood Mackenzie, Julian worked in British Aerospace Commercial Aircraft Division, where he was a development engineer responsible for the development and evaluation of advanced materials and processes for aerospace applications. Education BSc (Hons), Metallurgy and Microstructural Engineering, Sheffield Hallam University

James Cerone

Managing Director, Power Advocate

Wood Mackenzie

Max Reid

Research Analyst, Battery Raw Materials Service

Wood Mackenzie

As a research analyst with our Battery Raw Materials Service, Max tracks supply chain developments, technological innovations and progressions in battery demand sectors. Max joined Wood Mackenzie in 2021, having previously worked as a research scientist at QinetiQ Ltd. In this role, he evaluated battery technology for military applications, worked with universities to scale up next-generation technology, and developed niche battery devices for commercial and military applications, for which he won the company’s global innovation award. Education BA, Physical Natural Sciences, University of Cambridge MSc, Materials for Energy and Environment, University College London

Kirsty Benham

Co-Founder

Critical Minerals Association

Kirsty is Co-Founder of the Critical Minerals Association (CMA), which unites industry, academia and the UK government to address risks in critical mineral supply chains. The CMA enables industry to generate a collective voice when outlining concerns and future recommendations, providing a direct line of communication between industry and UK government. It aims to improve societal perceptions of the sector by showcasing the economic and social benefits of critical mineral, and ensuring our critical minerals extraction and processing adhere to internationally recognised standards and best practice. Prior to forming the Critical Minerals Association, Kirsty worked as a consultant to The McCain Institute and The Global Fund to fight AIDS, Tuberculosis and Malaria, and as a Communications Associate at Aspect Consulting. She holds a BA International Relations from King’s College London.

Prakash Sharma

Vice President, Multi-Commodity Research

Wood Mackenzie

Prakash has over 26 years’ experience in energy, metals & mining and climate change policy developments. His expertise ranges from operational management to commodity trading and business strategy. Prakash joined Wood Mackenzie in 2006 and is currently based in Singapore. He leads integrated analysis, energy transition and cross-commodity discussions in Asia Pacific. Previously, Prakash spent two years in Beijing as head of China research guiding a team of analysts on China’s energy and economic trends, including supply-side reforms, inter-fuel competition and commodity prices. He has also led global coal markets analysis for five years delivering research on decarbonisation policies, impact of renewables, alternative scenarios and evolving patterns of supply and demand. Prakash’s extensive experience in the commodity sector includes export of steel-making raw materials (metallurgical coal, iron ore and scrap) and energy coal to China for an established Canadian trading firm. He has also spent nine years in the mining industry specialising in technical services, international sourcing and ISO 9001 certification. Education MBA, International Management Institute in India.

Andrew Mitchell

Director, Nickel Research

Wood Mackenzie

With over 30 years of experience, including 20 years specialising in the nickel industry, Andrew has a deep understanding of the metals and mining industry. As director of nickel research, Andrew guides our research agenda, shaping our coverage of developments in nickel markets. He is the author of the Global Nickel and Intermediates Service and co-author of the Nickel Metal Service and Nickel Industry Cost Service. Andrew joined Wood Mackenzie as a mining analyst in July 1995. Since 1998, he has specialised in the challenges specific to the nickel industry. Prior to joining Wood Mackenzie, Andrew worked as a development metallurgist for Billiton and Johnson Matthey on both mineral processing and pyrometallurgy process development and optimisation. Education PhD, Pyrometallurgy, Camborne School of Mines BSc (Hons), Mineral Processing, Camborne School of Mines

Eleni Joannides

Principal Analyst, Copper

Wood Mackenzie

Eleni joined Wood Mackenzie in 2012 to manage the Copper Market Service, which provides our global customers with regular forecasts and analysis of copper supply and demand fundamentals. Eleni brings more than 25 years of experience in the metals and mining sector​ to her role, across base and precious metals. Prior to joining Wood Mackenzie, she worked on CRU’s research team, and earlier in her career she worked in sales and marketing for Zambia Consolidated Copper Mines. Education PG Dip, Business Studies, London School of Economics​ BA, Economics, Kingston University

Olivia Markham

MD

Blackrock Mining

Valerie Purvis

Senior Vice President, Global Head of Chemicals and Metals & Mining

Wood Mackenzie

Valerie Purvis leads both the Chemicals and the Metals and Mining divisions at Wood Mackenzie. She sets the strategy for growing the Research, Consulting and Chemicals Conference teams, and is responsible for both divisions’ financial performance. Valerie’s team provides customers with unique data and insight that drives smarter, more strategic decision making. She builds and strengthens customer relationships, enhancing Wood Mackenzie’s reputation as a leader and trusted partner in the natural resources industry. Valerie joined the Chemicals division in 2016 to lead the integration of Wood Mackenzie’s PCI acquisition. Under her leadership, the combined division has begun generating profits and shown a compounded annual growth rate of 15% over four years. In 2021, Valerie expanded her leadership remit to cover Metals and Mining. Her first position with Wood Mackenzie was leading a team of Upstream Energy Analysts, focusing on exploration and production in the Gulf of Mexico. She went on to lead multiple teams at the company in Russia and the Caspian Sea. Prior to joining Wood Mackenzie, Valerie was a Geophysicist in the upstream oil and gas industry. She gained experience working in numerous offshore locations, with a focus on Nigeria and the South China Sea. Valerie sits on the Global Executive Committee at Wood Mackenzie and is a member of Verisk’s Inclusion, Diversity & Belonging Leadership Council. She was named a Verisk Citizen of the Year in 2017, in recognition of her commitment to championing diversity and inclusion. Valerie holds a BSc with honours in geoscience from the University of St. Andrews. She volunteers with Rape Crisis Scotland, supporting abuse survivors and providing counselling.

Bhavya Laul

Senior Research Analyst, Base Metals Markets, Metals & Mining

Wood Mackenzie

Bhavya joined Wood Mackenzie’s Copper Markets team in September 2020. Her focus since then has been on copper demand where she monitors and forecasts both short- and long-term demand fundamentals, trends and indicators. Given her background in energy, she has recently undertaken the analysis for energy transition-related demand-side implications across the entire base metals suite. Prior to joining Wood Mackenzie, Bhavya was working as an analyst and strategy consultant within the natural resources and energy sector for consulting company, AWR Lloyd. Bhavya holds a BA in Economics from the University of Delhi and an MA in Economics from the Jawaharlal Nehru University, Delhi, India. She also holds an Msc in International Political Economy from the Nanyang Technological University in Singapore

James Whiteside

Head of Corporate, Metals & Mining

Wood Mackenzie

"James leads the development of corporate coverage for metals and mining. His current focus is on providing data-driven analysis of companies’ positioning for the energy transition and implications for valuation. He is based in London. In previous leadership roles at Wood Mackenzie, James set the metals and mining product strategy. He led the development of our metals and mining Emissions Benchmarking Tool and coordinated the integration of ESG and climate scenarios. James joined Wood Mackenzie in 2015 as a consultant. He has 14 years of experience in the metals and mining industry, spanning commercial, technical and financial advisory roles. As a consultant, he managed several major transactions and was instrumental in developing our battery raw materials offerings. Education MSc, Metals and Energy Finance, Imperial College London MEng, Civil Engineering, University of Leeds"

Peter Martin

Director, Macroeconomics

Wood Mackenzie

Peter joined Wood Mackenzie in September 2010, initially covering European energy markets before moving to the macroeconomics research team in 2011. Responsible for producing Wood Mackenzie’s macroeconomic outlook to 2050, Peter is experienced in forecasting key macroeconomic metrics such as GDP, Industrial Production, FX and inflation. Peter regularly develops macroeconomic scenarios and sensitivity analysis. Examples include Brexit, banking crises and trade wars. He has also contributed to consulting projects, assessing the economic impact of oil and gas development. An area of special interest is the fiscal stability of oil-producing economies in the Middle East and Africa. Before joining Wood Mackenzie, Peter was an energy analyst at Iberdrola for three years. In this role he was responsible for providing technical and fundamental analysis of European energy markets to the trading desk. Education MA (Hons) Economics, the University of Glasgow MSc Economic Management and Policy, Strathclyde Business School

Jim Lennon

Senior Consultant – Commodities Strategy

Macquarie

Jim has 42 years of experience in researching the international metals and mining industries. Jim worked at Macquarie from 1994 to 2013. He left Macquarie in June 2013 and set up his own consulting company, Red Door Research Ltd. The consulting company specialises in the economic analysis of commodity markets. Jim remains a part-time consultant to Macquarie. Until June 2013, he was Chairman of Commodities at Macquarie. Jim joined Macquarie in May 1994 and worked full-time for Macquarie for 19 years. He founded and headed up a 10 person research team in London, Singapore and Shanghai which serviced the equity, LME trading and corporate advisory divisions of the bank with steel, coal, metals and minerals research and market intelligence. Jim and his team at Macquarie were regularly ranked number one in various surveys of commodities research among equity investors for over a decade. Prior to Macquarie, Jim worked for 10 years at CRU International, where he headed up a team specialising in Special steels (including stainless steel) and steelmaking alloys (mainly manganese, silicon, chrome, nickel and molybdenum). While at CRU, Jim also undertook major studies on metallurgical coal and iron ore. Jim’s current major specialisations are the main base metals and steel industries and their raw materials including nickel, chrome, molybdenum, iron ore and coking coal. Before joining CRU, Jim worked as a marketing analyst at New Zealand Steel. He has also worked as an Associate Director of Metals and Mining Research at Shearson Lehman Hutton Securities. Jim has a Masters degree in Economics from the University of Auckland, New Zealand. He has a strong interest in development economics.

Andrea Vaccari

Director Responsible Production Frameworks & Sustainability

Freeport-McMoRan

Andrea Vaccari has spent the majority of her 23-year career in the mining and metals industry in sustainability and operational roles. She is currently Director Responsible Production Frameworks & Sustainability at Freeport-McMoRan Inc. In this role she works internally and externally across the copper value chain with operations, suppliers, customers, and other stakeholders to advance responsible production. This includes leading a team that is addressing the challenges of responsible sourcing, human rights, assurance, product stewardship and climate change. Previously, Mrs. Vaccari was Director of the International Copper Associations (ICA) Health, Environment and Sustainable Development Program where her role included leading the development of the copper industry’s first ever responsible production platform, the Copper Mark. Earlier in her career at Rio Tinto, Andrea served as Global Quality Manager for Rio Tinto Minerals where she was responsible for the organization’s quality program, including the company’s production and finished product laboratories. In her first two roles at the company, she contributed to and led the implementation of sustainability strategy across the business, including climate change. Andrea holds a Joint Honors Degree, B.E.S., in Environment and Resource Studies and Physical Geography from the University of Waterloo, Canada. She is Chair Emeritus of the ICA Material Stewardship Council, Co-Chair of the Copper Mark Advisory Council, and the Mining & Metals subject editor for the International Journal of Life Cycle Assessment.

Derryn Maade

Head of Metals and Mining Markets

Wood Mackenzie

Derryn joined Wood Mackenzie in November 2019 and is currently the Global Head of Metals and Mining Markets, based in Singapore. ​ Prior to this role, he spent eight years leading HSBC’s Metals and Mining research team while covering the major miners and key commodity views. Derryn also worked for Anglo American in a variety of corporate and operational roles for nine years. ​ Derryn holds an MBA (Imperial College) and a BSc in Mining Engineering (Wits).

William Husband

Managing Director, Global Head of Metals and Mining

Citibank

William joined Citi over 10 year ago. He now runs the Global M&M Corporate Banking team out of London after running the European business. William has 25 years of banking experience focused on Corporate Finance to Natural Resources companies across Capital Structuring Advisory, Acquisition financing, Bonds, Loans transactions in both Developed and Emerging Markets. William has been providing capital structuring advice to the world's largest Metals and Mining companies for several decades and can offer perspectives on optimal capital structures as well as ESG strategies.

Richard Horrocks-Taylor

Global Head, Metals & Mining

Standard Chartered

Richard has over 25 years’ experience as a corporate finance adviser to companies in the Metals & Mining sector. Before joining Standard Chartered in August 2018, Richard was Regional Head of RBC Capital Markets Metals & Mining Group based in London where he spent 13 years advising clients on M&A and capital markets transactions. Prior to RBC, Richard worked for 8 years at Flemings/JPMorgan in London, Johannesburg and Hong Kong. Richard was also one of the founders of Hatch Corporate Finance in 2003. Richard has extensive advisory experience with large to mid-cap clients including Glencore, ArcelorMittal, Barrick, First Quantum and Orion Mine Finance. Richard joined Standard Chartered in August 2018 with a mandate to build a world class advisory led sector team. Now in late 2021, Standard Chartered ranks #1 globally for battery materials M&A, # [3] globally for Mining M&A and #1 in Asia Pacific for Mining M&A. Recent transactions include the sale of Appian’s Brazilian nickel and copper assets to Sibanye Stillwater, the sale of Anglo American’s interest in Cerrejon to Glencore and the introduction of POSCO as a minority partner into First Quantum’s Ravensthorpe nickel mine in Western Australia. In addition to leadership in M&A, Richard has developed a highly capable team fluent in energy transition and the broader ESG issues impacting the sector. Pre COP26, Standard Chartered was one of the first banks to publish a detailed white paper highlighting the pathway to Net Zero for its financed emissions in high carbon emitting sectors including metals and mining.