The 5th edition of the PGMs Industry Day is taking place in 4 weeks’ time on Wednesday 6th April 2022 at the Country Club Johannesburg, Auckland Park as well as online. Key players, including PGMs producers, users, industry analysts and investors, will discuss on opportunities and challenges facing the sector and the implications for PGMs’ supply and demand.
CEOs of five major PGMs producers will be covering a broad range of topics, including growth and diversification strategies, delivering value to shareholders, capital allocation and investment options, managing geopolitical and operational risks, and the role of PGMs in a low-carbon economy.
Sandra du Toit, Energy & Natural Resources leader at EY Africa, will be conducting in-depth interviews on the above topics with:
Natascha Viljoen, CEO, Anglo American Platinum
Nico Muller, CEO, Impala Platinum
Neal Froneman, CEO, Sibanye-Stillwater
Steve Phiri, CEO, Royal Bafokeng Platinum
Phoevos Pouroulis, CEO, Tharisa Minerals
Stephen Forrest, chairman at SFA Oxford, will give a keynote address on the long-term view of the PGMs industry, focusing on global trends such as population ageing, regional government indebtedness, net zero targets and the low-carbon economy and how they will influence PGMs’ demand.
This will be followed by a panel discussion which will dissect the short-term forecast for PGMs and the basket price given current macro-economic trends, e.g., the Russia-Ukraine crisis, climate change, ESG, etc. Bernard Swanepoel will chair the discussion with Henk de Hoop, CEO at SFA Oxford, Sandy McGregor, portfolio manager at Allan Gray and Wilma Swarts, director of PGMs at Metals Focus.
Another highlight of the programme will be the Investors’ Corner with Fiona Perrott-Humphrey, senior advisor, Mining Team, Global Advisory at Rothschild & Co. London, who will be joined by an international panel comprising Brett Beatty, partner, MD Australia, investment team leader at Resource Capital Funds, Tal Lomnitzer, senior portfolio manager at Janus Henderson and Brenton Saunders, investment analyst at Pendal Group, to discuss how the global energy transition has changed how investors view the SA-based PGMs’ industry.
Benny Oeyen, executive head market development at Anglo American, will discuss projections for the adoption of BEVs and how future demand will impact demand for ICEs and therefore PGMs. He will be joined by Bernhard Fuchs, senior vice president of Precious Metals Management at Umicore AG and Timothy Ingle, senior vice president, Global Precious Metal Services at BASF.
Other applications for PGMs, such as jewellery, investment and the hydrogen economy, will be analysed in detail by our expert end-user panel – Huw Daniel, CEO at Platinum Guild International Hong Kong Limited, Dr Philipp Walter, executive vice president, New Business Development at Heraeus Precious Metals and Paul Wilson, CEO at the World Platinum Investment Council – and chaired by Kevin Eggers, partner at AP Ventures
For more information, go to https://www.africanmining.co.za/to visit our Mining Industry Events page.