Critical Materials Forum - Cape Town 2024

Join Project Blue and Investec for a networking event on the sidelines of the Mining Indaba.

The Forum will focus on Africa’s role in the EV, ESS, and battery supply chain with presentations on key markets including cobalt, graphite, lithium, nickel, manganese, rare earths, and vanadium. 

Keynote speakers will offer financier, OEM and recycler perspectives on the role that African assets, companies and countries will play in the development of EV and battery supply chains and energy transition more widely.

Agenda:

14:00-14:05 - Welcome and introduction: Marnus Terblanche (Investec)

14:05-14:20 - Setting the scene: Africa's role in the battery supply chain: Dr Nils Backeberg (Project Blue)

14:20-14:40 - Battery Value Chain Development: Strategic Options for Southern Africa: Kgashane Mohale (IDC)

14:40-15:00 - REE mining project development in Sub‐Saharan Africa: Tim George (Pensana)

15:00-15:15 - Market overview - cobalt and nickel: Dr Jack Bedder (Project Blue)

15:15-15:25 - Market overview - manganese: Tanisha Schultz (Project Blue)

15:25-15:35 - Market overview - lithium: Dr Howard Head (Project Blue)

15:35-15:45 - Market overview - graphite: Reitumetse Chalale (Project Blue)

15:45-15:55 - Market overview - vanadium: Erik Sardain (Project Blue)

15:55-16:30 - Panel: Financing Africa's role in the battery supply chain

Dr Nils Backeberg (Project Blue)

Mike Wrotniak (Orion)

Kgashane Mohale (IDC)

David Merriman (Project Blue)

Tim George (Pensana)

Venue Information:

Investec

14 Dock Road

Victoria & Alfred Waterfront

Cape Town

8001

South Africa

Map: Investec

Speakers:

Kgashane Mohale, Senior Industry Specialist, Industrial Development Corporation (IDC)

Mike Wrotniak, Investment Manager, Orion Resource Partner

Tim George, CEO, Pensana

Dr Nils Backeberg, Founder & Director, Project Blue

Dr Jack Bedder, Founder & Director, Project Blue

Tanisha Schultz, Research Analyst, Project Blue

Dr Howard Head, Research Analyst, Project Blue

Reitumetse Chalale, Research Analyst, Project Blue

Erik Sardain, Principal Analyst, Project Blue

David Merriman, Research Director, Project Blue