NY SME's Third Thought Leaders in Mining Symposium


LOOKING FORWARD - HOW TO BEST MANAGE RISKS IMPACTING MINERAL, ENERGY AND MINING SUPPLY CHAINS

Join us, register at no cost. On Tuesday January 10, 2023 hear many industry leading experts discuss the extractive industries' efforts to manage and de-risk geological, technical, technology, human and financial capital and regulatory issues - with ever-changing and varied ESG, Social License regulations and expectations and macro-economic, geopolitical and jurisdictional risks - as they seek investment and to attract human and investment capital to finance exploration, development, and operation of critical, precious, industrial and construction minerals.

As the world is reading and reacting to headline stories everyday about the electric vehicle revolution and transition to 'clean energy' as industries worldwide, beyond mining adopt cleaner technologies, a consequence is the need to mine more, in response to the exponential growth in demand for critical minerals. Meanwhile, many other vital minerals needed in our society everyday, the quiet workhorses, which many of us are even unaware of where they come from, are also seeing explosive growth in demand. The issues and risks involved to grow supply often challenge the opportunity, as miners, financiers, investors and owners struggle to adapt and adopt to complex rules and expectations. This symposium, like NY SME's first and second virtual Thought Leaders in Mining events, we hope will help many understand what is ahead, as the mining industry seeks to finance, explore, develop and sustainably operate and support the world's mineral, mining and energy supply chains.

Tune into this event, that will address this, and why current metals markets and supply chains are strained and new mining projects face delays. Register to hear many experienced experts discuss issues, risks and trends, including efforts to meet ESG targets and the impact of many policies on exploration, mining and financing the junior mining and operating mining, mineral and energy sectors.

If your interest is in the green economy, electric vehicles, net zero, battery metals, energy storage and transition and mining and metals in general register to receive updates. Share the registration link with
industry leaders, owners, miners, board members, investors, policy makers, stakeholders, communities, financiers, consumers and others interested to learn about possible, potential pitfalls in mining.

The speakers are world leading industry, finance, technical, legal advisors who evaluate, de-risk and fund mining projects, and include officials from the Government of Germany, Province of Quebec and the United States Department of Energy (DOE) Vehicle Technologies Office (VTO) who develop and advance policies that impact and support global mineral supply chains. Hear their views.

Also hear senior officers from the National Aeronautics & Space Administration (NASA) and United States Geological Survey (USGS) discuss new opportunities for public-private partnerships with extractive industries to leverage their experience and expertise with mining technologies being used in extreme environments and remote locations, similar to conditions in the lunar environment.

The format of this 3rd NY SME Thought Leaders in Mining event will allow all registered to hear uninterrupted, many leading industry leaders from these firms and organizations: Baker & McKenzie LLP; Benchmark Mineral Intelligence; Cassels Brock & Blackwell LLP; Costmine; CPM Group LLC; Eagle Mines Management; First Majestic Silver Corp.; German Mineral Resources Agency (DERA), Federal Institute for Geosciences & Natural Resources (BGR), Federal Geological Survey of Germany; Marc LeVier & Associates; NY SME; National Aeronautics and Space Administration (NASA); Government of Quebec; Rice University, Baker Institute; Shearman & Sterling LLP; Skarn Associates; Skycorp, Inc.; SLR International Corporation; Soar Financial Partners; Société du Plan Nord; Society for Mining, Metallurgy and Exploration (SME) Foundation (SMEF); SRK Consulting; Stantec Consulting; Teck Resources Limited; U.S. Department of Energy (DOE); U.S. Geological Survey (USGS); WSP USA; and others.

Register today to hear many key questions and issues, such as:

  • Can battery raw materials supply keep pace with demand?
  • Is Canada really open to new investment in energy infrastructure?
  • Issues related to the energy transition, some of the major impediments and uncertainties that will slow the energy transition
  • How may risks impact stability and security of mineral supply?
  • How to evaluate the risks and uncertainties in minerals/ materials supply chains
  • Opportunities and challenges for an Off-World mineral resource economy
  • Progress made and gaps toward net zero carbon emissions in the mining sector

  • What is the legal and business case for Indigenous communities' participation and best practices for inclusion and obtaining consent?
  • What does the SME Foundation do? Why is it important?
  • What is the future role of ESG in mine project finance
  • What is the U.S. DOE doing to fill critical gaps in domestic supply
  • Read the speakers' abstracts and bios below.

This is the third NY SME Thought Leaders in Mining event. Register now.

Titles of industry leaders already registered include: Air Quality Technician; Associate; Attorney; Banker; CEO; Chairman; Chief Credit Officer; Chief Financial Officer (CFO): Chief Operating Officer; Consultant; Corporate Development; Director; Director Geology; Director Trade; Editor; Engineering Project Manager; Environmental Specialist; Equity Analyst; EVP; Exploration, Manager; General Manager, Mining Operations; Geologist; Global Mining; Information Systems and Communications Director; Investor Relations; Manager, Environmental Stewardship; Managing Director; Mineral Economist; Mining Engineer; Natural Resource Governance Researcher; Owner; Partner; PhD Student; Policy Researcher; President; Principal; Professor; Project Coordinator; Project Finance; Public Lands Coordinator; Remediation Engineer; Research Scientist; Risk, Health & Safety Officer; Sales Manager; Sector Leader, Metals; Senior Associate; Senior Mining Engineer; Senior Wealth Manager; Strategic Buyer; Student; Technical Services & Support; Vice President; Wealth Manager; and others.

Register to be part of and receive updates about NY SME's event at no cost. The agenda below has the speakers' abstracts and bios.

NY SME thanks these Sponsors. To join them contact us at info@smeny.org.

NY SME also thanks these industry partners

All three NY SME's Thought Leaders in Mining symposia have focused on issues impacting supply chains. View the first two by clicking on the links below the agenda.

Register to hear the topics below, arranged in alphabetical order, and read the speakers' abstracts and bios in the agenda below.

  • A Deeper Understanding of ESG for Better Management & Investment Decision-making
  • Cost Estimating Through the ESG Lens
  • Economic and Political Risks To Precious, Base, and Specialty Metals, Including Uncertainties Related To The Energy Transition
  • Financing the Development of Critical Minerals Projects; a Roundtable Discussion
  • Financings: Christmas Presents and Death Spirals – Two Sides of the Same Coin
  • From Minerals to Metals: What Investors Need to Know; A Metallurgical Perspective
  • From Mining to Manufacturing, Risk Management of a Whole Supply Chain: The Quebec Approach
  • Galvanizing Our Future: The Case for Zinc
  • Geopolitical and Market Uncertainty – What do I Consider and How do I Consider it?
  • Introductory Welcome from NY Chapter of SME
  • Is Canada Really Open to New Investment in Energy Infrastructure?
  • Large Scale Demonstration and Deployment Investments in America's Clean Energy Supply Chain
  • Mine Project Finance and ESG
  • Mineral Supply Chain Risks Start with Exploration
  • Mine Risk Planning includes Closure & Beyond: Roundtable Discussion
  • Opportunities and Challenges for an Off-World Mineral Resource Economy: A Roundtable Discussion
  • Overview of SME and SME Foundation Programs: Supporting and Inspiring Mining Professionals Worldwide
  • Progress Toward Net Zero: The State of Play
  • Reducing Regulatory Risks in Partnership with Indigenous Communities

  • Risks & Uncertainties in Minerals/Materials Supply Chains – An All-on-the-Table Conversation
  • Robust Raw Material Supply Chains for the Present and Future - What Needs to be Done?
  • The Great Raw Material Disconnect: Can Battery Raw Materials Supply Keep Pace with Demand?
  • Revisit this website for additional updates

Agenda: LOOKING FORWARD - HOW TO BEST MANAGE RISKS IMPACTING MINERAL, ENERGY AND MINING SUPPLY CHAINS

Topics and the speakers' abstracts and bios are shown below.

Introductory Welcome from NY Chapter of SME from Tim Alch, Executive Director of NY SME and Alan Oshiki, Chairman of NY SME

Tim Alch is Executive Director (2016-22) and Executive Committee Member (2008-16) of NY SME, and Managing Partner of TAA Advisory. Since 2012, Tim has chaired and organized more than 35 expert panel discussions. He is co-chair of NY SME's annual Current Trends in Mining Finance (CTMF) Conferences. His work history spans equity, management and investment analysis focused on metals, mining and energy, and executive placement. He is a Senior Associate and was a Managing Director of Behre Dolbear; SVP of Anderson & Schwab; Equity Analyst at Paine Webber, Prudential Securities, and Dean Witter Reynolds and Senior Industry Analyst at CRU International (London), World Steel Dynamics (New York) and Resource Strategies (Philadelphia). He is an Honors Geology graduate, and John Mason Clarke fellow of Amherst College; studied Mineral & Energy Economics at Pennsylvania State University; and member of SME, AEMA, PDAC and NCUSCR and was a SME Finance Strategic Committee member (2017-20). In 2020 Tim was selected as the 2020 recipient of the SME President's Citation for Local Section Service Award.

Alan Oshiki is the Executive Vice President of Abernathy MacGregor (New York), one of the world's top corporate, strategic and financial communications consultancies. Alan advises on event-driven stakeholder engagement for initial public offerings, mergers and acquisitions, crises, activist shareholder defense, litigation, bankruptcy and financial restructuring, as well as innovative, high-impact approaches to ongoing communications with business audiences. Alan helps management teams and boards of directors engage their investors, customers, employees and other important stakeholders to attract capital and deal flow, generate revenue, and build loyalty and support. He works with some of the world's largest corporations, as well as middle-market companies, start-ups, private equity sponsors, professional services firms and industry associations. Alan has over ten years of direct mining industry experience in engineering, management and finance with BHP/Magma Copper. His mining industry clients have included Alpha Natural Resources, Hecla Mining Company, Coeur Mining Inc., and Joy Global Inc. He holds an MBA from the University of Arizona and a BS in Mining Engineering from the University of Idaho. A published author as well as a frequent speaker and workshop leader, Alan is also Chairman and Treasurer of the New York Section of the SME.

Overview of SME and SME Foundation (SMEF) Programs: Supporting and Inspiring Mining Professionals Worldwide: Steve Holmes, Chief Operating Officer, First Majestic Silver Corp. and SME Foundation (SMEF), President

The mission of the SME Foundation is to attract and leverage resources for a sustainable mining industry through education and outreach. Steve Holmes, President of the SME Foundation (SMEF), is Chief Operating Officer of the First Majestic Silver Corporation.

Steve Holmes headshot

Steve Holmes is a mining engineer with over 35 years of experience and is responsible for overseeing all operational functions of the First Majestic's silver mines and projects. Prior to joining First Majestic, Mr. Holmes held the position of Vice President, Joint Venture Portfolio at Barrick Gold Corporation, a global gold mining company, and was responsible for overseeing Barrick's interest in their Global Joint Venture operations and projects. He previously served as the COO for KGHM International, Operations Vice President at the Sierra Gorda copper mine in Chile and has acted in general management roles at Asarco, the Mine Technology Group, Chino Mines Company and Freeport-McMoRan.

The Great Raw Material Disconnect: Can Battery Raw Materials Supply Keep Pace with Demand?: Jessica Roberts, Head of Forecasting, Benchmark Mineral Intelligence

The pace of growth in the lithium-ion battery sector is astounding; in 2022 Benchmark expects global LiB demand to grow 40% y-on-y, with commensurate demand increases across the LiB raw materials supply chain. At the heart of this growth is the transition to electric vehicles. With this rapid pace of battery demand growth set to remain well into the coming decades, Benchmark data shows more than 300 new mines will be required to meet battery demand by 2035 – even with the growing contribution of battery materials expected to come from LiB recycling. But with average mine development times typically in the range of 5-25 years, the disconnect between demand and supply may be ever-more challenging to bridge.

Jessica Roberts headshot

Jessica Roberts is Head of Forecasting for Benchmark Mineral Intelligence, leading a team of global analysts responsible for Benchmark's forecast subscription services. She has spent the past 14 years demystifying the opaque world of critical materials, at global research and consultancy organizations including Wood Mackenzie, Roskill, and Fastmarkets. Jessica has worked across a range of critical minerals and metals, including cobalt, graphite, fluorspar, lithium, tantalum, tungsten, titanium and tin, both as an industry consultant and research manager. She is an authoritative voice on critical material supply chain dynamics, featuring in print and broadcast media, and regularly speaks at industry conferences. Jessica has a Master's degree in Geology from the University of Leicester.

Economic And Political Risks To Precious, Base, and Specialty Metals, Including Uncertainties Related To The Energy Transition: Jeffrey M. Christian, Managing Partner, CPM Group LLC

This presentation will discuss the outlook for global and national overall economic growth, inflation, interest rates, money supply, currency markets, and other economic and political issues. In addition to discussing the short and long term outlook for these factors, the presentation will discuss the relationship between such economic and political factors to precious, base, and specialty metals markets. Part of the discussion will be to dispute many commonly accepted tropes that are not supported by data or empirical evidence, e.g. the relationships between inflation, the dollar, and money supply to gold and silver prices. The presentation then will address issues related to the energy transition, some of the major impediments and uncertainties that will slow the energy transition, and the implications of both the energy transition and its slower than anticipated development to various metals markets, including platinum group metals, copper, nickel, manganese, cobalt, and others.

Jeffrey M. Christian headshot

Jeff Christian is Managing Partner of CPM Group, a precious metals and commodities research and consulting firm. He founded CPM Group in 1986 when he bought the Commodities Research Group he managed from J. Aron and Goldman Sachs. He is a globally recognized authority on the markets for precious metals and is well known for his application of economics and econometrics across commodities markets. He has written two books, Commodities Rising in 2005 and World Guide To Battery-Powered Road Transportation in 1979. He also is well known for his financial engineering work using commodities derivatives both for hedging and investment purposes and has worked with numerous governments, central banks, mining companies, industrial companies, investment banks, and institutional investors.

Risks and Uncertainties in Minerals/Materials Supply Chains – An All-on-the-Table Conversation: Michelle Michot Foss Ph.D., Fellow at Baker Institute Center for Energy Research, Rice University

Michelle Michot Foss headshot

In these messy times, new-found attention is being placed on materials supply chains as stresses develop around energy, non-energy and defense priorities collide with market and geopolitical realities. Public antipathy in the US, Europe and even countries where minerals production is a primary activity encumbers both expansions and green field projects. The industry must deal with ‘ESG' pressures that are influencing capital markets heavily and for which many operational and commercially acceptable solutions do not yet exist. Broad lack of coordination within and among governments and societies over conflicting priorities are disrupting commodity markets and contributing to inflation pressures. Will the industry be able to respond in effective ways to opportunities and challenges?

Michelle Michot Foss
, Ph.D., has more than 45 years of professional consulting, investment banking and university leadership research experience in oil, natural gas, LNG, power with early career involvement in the mining industry. She has led USG and other assignments in more than 20 countries.

Robust Raw Material Supply Chains for the Present and Future - What Needs to be Done?: Sven-Uwe Schulz, Deputy Head of German Mineral Resources Agency (DERA), Federal Institute for Geosciences and Natural Resources (BGR), the Federal Geological Survey of Germany

Robust supply chains are key for a functioning and prosperous economy. During these times of a pandemic, disruption of global logistic systems and the Russian war in Ukraine, this matter has become of exceptional importance for Germany and Europe. New approaches to strengthen the raw material wealth of the region are necessary and will be discussed in this presentation. The focus is on governmental measures and options for companies.

Sven-Uwe Schulz headshot

Sven-Uwe Schulz is deputy head of the German Mineral Resources Agency (DERA) in the Federal Institute for Geosciences and Natural Resources (BGR), the Federal Geological Survey of Germany, that is a subsidiary organization of the German Ministry for Economic Affairs and Climate Change. Sven serves as head of the unit ‘Evaluation of Mineral Resources' of DERA. He has more than 20 years experience in the fields of mining engineering, consulting, project management and project evaluation. Mr. Schulz has worked for two engineering consultants and a university before he joined DERA in 2013. He holds a doctoral degree from the Technical University of Berlin, Germany (2008) as well as a master's degree in mining engineering (2001) from the same university.

Financing the Development of Critical Minerals Projects; a Roundtable Discussion: Chair, Cynthia Urda Kassis - Partner, Head of Project Development & Finance | Lead Industry Coordinator for Mining & Metals, Shearman & Sterling LLP - To Be Announced

Cynthia Urda Kassis headshot

Chair: Cynthia Urda Kassis is Partner, Head of Project Development & Finance and Lead Industry Coordinator for Mining & Metals. Cynthia has decades of experience representing sponsors/borrowers as well as providers of finance in project, finance and joint-venture transactions worldwide, with extensive experience in the mining industry, as well as in infrastructure and energy. For her impact in the space she has been a three-time recipient of the “Project Finance Lawyer of the Year” award by Who's Who Legal. Cynthia's notable work in the mining space includes the representation of: (i) Orion and Blackstone in the financing of Lundin Gold's $1B+ Fruta Del Norte Project in Ecuador; (ii) Orion Mine Finance on its acquisition of Occidental Petroleum's Wyoming, Colorado and Utah Land Grant assets for about $1.33 billion and the financing thereof; (iii) Société Générale and ING on the structured acquisition financing of Cobalt 27 and (iv) Nevada Copper on the development and financing of its Pumpkin Hollow Underground Copper Project.

Financings: Christmas Presents and Death Spirals – Two Sides of the Same Coin: Kai Hoffmann, Managing Director, Soar Financial Partners

Ever since the FED started raising interest rates in March 2022, wallets of investors stayed shut for junior exploration and mining companies. Now, tax-loss season is giving savvy investors even more ammunition to squeeze the companies for juicy financings. Should CEOs give in? How hard should investors squeeze?

Kai Hoffmann headshot

Kai Hoffmann is the CEO of the Soar Financial Group, a diverse group of companies focused on the mining sector. Part of the Soar Financial Group, Oreninc is North America's leading provider of relevant financing information in the junior commodities space. Tracking over 1,350 companies on the TSX, TSX-V and CSE gives him valuable insight into the current state of the markets. Kai frequently presents his groups' findings at leading industry conferences worldwide. He recently presented and opened the capital markets program at the world's largest mining conference PDAC in Toronto. Follow Kai on Twitter @soarfinancial and @oreninc for up-to-date market commentary, live interviews and more.

From Minerals to Metals: What Investors Need to Know; A Metallurgical Perspective: Marc LeVier, President, K. Marc LeVier & Associates

The development of a mineral discovery to an operating mine and ultimately to production of metal is a long journey with many twists and turns, orchestrated by a cast of many disciplines. Investors in such an opportunity want to see a quick return on investment. So what should the investor group expect to see in the years of development as progress and what should the investor be asking the company management about the detailed development? What are the critical stages; what are the critical criteria required and what criteria can be waived off to the operating phase; are the monetary expenditures all necessary to obtaining a profitable operation?

Marc LeVier headshot

Marc LeVier is a minerals industry consultant with over 50 years of experience in the mining industry. He has worked in mining operations and the development of new mining projects from exploration to operation. He has worked for mining companies as well as engineered equipment companies in support of the mining industry. Mr. LeVier most recently worked as the Senior Director of Metallurgical R&D for Newmont Mining Corporation. In 2011 Mr. LeVier started a minerals industry consulting company, providing metallurgical and analytical expertise to the industry. He has been the CEO and Director of several rare earth junior mining companies, leading efforts to develop new rare earth deposits. Mr. LeVier's experience covers base metals, precious metals, industrial minerals, iron ore, rare earth minerals, and energy minerals.

From Mining to Manufacturing, Risk Management of a Whole Supply Chain: The Quebec Approach - Government of Quebec: Chair: Jocelyn Douhéret, Director of the Marketing Office, Société du Plan Nord; Patrick Beauchesne, CEO, CEO, Société du Plan Nord; Donald Olivier, CEO, Société du parc industriel et portuaire de Bécancour; Jonathan Lafontaine, Ministry of Forest and Natural Resources (moderator)

Quebec presents a strong potential for critical and strategic minerals, with high potential in the northern part of the territory. Manufacturing areas are located in the south, close to the Saint-Lawrence Seaway. Quebec has governmental agencies at all stages of the value chain which helps with risk management. Those agencies create an attractive business environment that is facilitating the creation of new critical and strategic mineral supply chains, from mining to industrial project development.

Jocelyn Douheret headshot

Chair: Jocelyn Douhéret joined the Société du Plan Nord in April 2016 as Director of the Marketing Office. Previously, he worked for more than 10 years in the mining sector as General Manager of an environmental services company, then as Director and Vice President of Business Development for a company offering services and equipment. From 1998 to 2006, he worked for Québec companies on industrial development projects in Eastern Europe, Latin America as well as Canada, particularly in the fields of natural resources, energy and environment. Mr. Douhéret began his career in 1996 as a scientific attaché at the Embassy of France in Slovakia. He is a graduate of ENESAD (Dijon, 1994) and holds a master's degree in science from Université Laval (1996).

Patrick Beauchesne headshot

Patrick Beauchesne, President, CEO, Managing Director, Société du Plan Nord is a holder of a bachelor's degree in forest resource management and a master's degree in forest sciences, Mr. Beauchesne was appointed president and chief executive officer of the Société du Plan Nord in 2019. Previously, the same year, he was associate secretary general of the Minister of the Executive Council and Secretary of the Ministerial Committee for the Economy and the Environment. Previously, Mr. Beauchesne held various positions within the Ministry of the Environment and the Fight against Climate Change, starting in 1992. As Director General of Ecology and Conservation, he contributes to the preparation of territory protection objectives as part of the development of the Plan Nord in 2010 and 2015. He was appointed Assistant Deputy Minister for Sustainable Development and Environmental Quality in 2014, then Deputy Minister in 2017. Mr. Beauchesne sits on the boards of directors of the Pointe-Noire Rail and Port Company S.E.C., and of the Qc Rail S.E.C. Railway Company, as well as on the steering committee of the Institut nordique du Québec.

Galvanizing Our Future: The Case for Zinc: Chris Galbraith, P.Geo., Senior Market Research Analyst, Teck Resources Limited

The global zinc market is at a critical time of shrinking production. Mine production is growing, but development comes slowly and underinvestment in exploration has limited the volume of quality zinc projects to bring forward. This is not the time to scale back production though, as zinc demand is expected to continue growing during the green transition. The global distribution of zinc mines, zinc smelters and refined zinc customers has further complicated the zinc market. In North America, production is shrinking. In Europe, production has been idled. How did we get here, and more importantly - is this the new normal?

Chris Galbraith headshot

Chris Galbraith is a Toronto-based mining professional. With a career spanning nearly two decades, Chris began as a geologist investigating a variety of exploration projects for most commodities and across most Canadian jurisdictions. In 2014, he transitioned to market research with SNL Metals & Mining (later a division of S&P Global), regularly publishing research on mine supply, exploration and mine financing trends and speaking at international conferences. In 2021 he joined Teck's marketing division as part of the company's Base Metals Market Research team.

Geopolitical and Market Uncertainty – What do I Consider and How do I Consider it?: Chair, Michael Stine, Mineral Economist, Stantec; Professor Graham Davis, Professor Emeritus, Division of Economics and Business, Colorado School of Mines; Jay Okey; and Patrick Sobecke, Senior Mining Consultant, Stantec.

Blackrock's geopolitical risk dashboard suggests the risks of Russia-NATO conflict, global technology decoupling, emerging markets political crisis, and US-China strategic competition are all medium to high. The World Bank notes that supply chain disruptions, lockdowns in China, and the risk of stagflation are hammering growth, and that a recession will be hard to avoid for many countries. While every major institution warning about risks, how do these apply to the mining industry? How may they affect the stability of mineral supplies? Are these risks project-specific or strategic across commodities and locations? What about some countries' hopes to onshore supply chains? How do firms incorporate these risks into their strategic decision making and project execution?

Michael Stine headshot

Chair: Michael Stine is a mineral economist with Stantec and focuses on valuation, risk analysis, and economic modelling. He previously served as an intelligence analyst at the Central Intelligence Agency where he helped senior policy makers understand the national security risks related to his area of expertise. He enjoys using his technical and economic background to enable decision makers to understand and apply both economic and technical principles to strategic decision making. He has an MS in Mineral and Energy Economics from the Colorado School of Mines and a BS in Mining Engineering from the University of Utah.

Graham Davis headshot

Graham Davis is a Professor Emeritus in the Division of Economics and Business at the Colorado School of Mines and consults in mine and project valuation for several large mining companies. Professor Davis also has significant experience as an expert witness in litigation involving mine valuations and damages from temporary takings. At the Colorado School of Mines, Professor Davis taught a range of courses including applied microeconomics, mineral and energy asset valuation, and research methodology. He has a PhD in Mineral Economics from Pennsylvania State University, an MBA from the University of Cape Town, and a BS in Metallurgical Engineering from Queen's University.

Jay Okey headshot

Jay Okey enjoys working with people to better understand risk assessment challenges in a messy world. He served as an intelligence analyst with the CIA and the National Intelligence Council for 35 years, helping senior US decision makers grapple with national security risks and opportunities on a wide variety of issues and regions across an arc of history running from the Cold War to COVID. Among various roles, he has worked high-priority country accounts, helped produce the US Intelligence Community's 20-year strategic assessment known as “Global Trends,” led analysis for an innovative open-source analytic startup, and served as the chief of CIA's alternative analytic unit challenging key assumptions to hunt for strategic surprises. He currently engages with SAIC's simulation exercise group, teaches sessions at the University of Washington Jackson School of International Relations, and offers his own services through Three Think consulting on risk assessment, strategic surprise, alternative analysis, scenarios, and effective writing for decision makers.

Patrick Sobecke headshot

Patrick Sobecke is a senior mining consultant at Stantec with a diverse background spanning operations, engineering, corporate strategy, and change management. He has 20 years of experience in underground and surface coal, surface metals, and equipment sales and maintenance. He enjoys the challenge of continuous improvement and understanding and attacking the root cause of any problem, over treating the symptoms. Before joining Stantec, Patrick held roles at Accenture, RPM Global, and various mining companies. He has a BS in Mining Engineering from Virginia Tech.

Is Canada Really Open to New Investment in Energy Infrastructure?: Greg McNab, Partner, Corporate Securities, Baker & McKenzie LLP

Given recent developments on the international energy stage, the Canadian government has recently made public statements about what role it could play in the shakeup of international energy supply. Unfortunately Canada has no magic bullet to fast track anything when it comes to heavy energy and mining projects. For better or for worse, we have a system that values the rule of law and a public consultation process when it comes to things of significance. In Canada, there are many stakeholders that have to be consulted and that takes time. The projects that we are talking about will take years to approve and years more to implement, and frankly to date have received no support from the current federal government.

Greg McNab headshot

Greg McNab is a senior partner in an international law firm with experience advising on a variety of global mining issues. Greg's practice focus is on assisting resource companies in penetrating and expanding new markets. He has acted for a number of Asian, European and Australian resource companies. Greg provides advice on many aspects of corporate legal matters, including the negotiation and drafting of purchase and sale agreements, joint venture arrangements, earn-in agreements, private and public investment structures, shareholder agreements, opinion letters, applications for regulatory relief and related transaction documents. Greg regularly speaks, writes published articles and appears in the media with respect to a variety of corporate, securities, mining and climate change matters. He is a director and chair of the Canadian Chapter of the Canadian Australian Chamber of Commerce.

Large Scale Demonstration and Deployment Investments in America's Clean Energy Supply Chain: Samm Gillard, Supply Chain Development Manager. U.S. Department of Energy (U.S. DOE)

DOE's newly launched Office of Manufacturing Energy and Supply Chains (MESC) has been given the charter of advancing the domestic footprint in critical materials and supply chains across the clean energy spectrum. With recent investment in the battery supply chain, and upcoming solicitations in other areas, we are working to understand the critical gaps in our domestic supply, and investing in those gaps to increase economic impact and domestic resilience.

Samm Gillard headshot

Samm Gillard is a technical project manager for the U.S. Department of Energy's (DOE) Vehicle Technologies Office (VTO) and a supply chain manager in the newly established Manufacturing Energy and Supply Chains Office, where he leads research, development, and deployment projects aimed to advance low cost, secure, and clean energy technologies for transportation and increase the U.S. footprint in the battery supply chain. Within VTO, he manages several projects for the Battery R&D team, and in MESC leads the Bipartisan Infrastructure Law programs. His areas of responsibility include lithium ion battery recycling, extreme fast charging, and leads multiple initiatives for the Federal Consortium for Advanced Batteries. Most recently, Samm served as the first author on the Biden administration's 100 Day Supply Chain Review for High Capacity Batteries. Prior to DOE, he worked in battery design and supply chain for the Department of Defense, worked for the U.S. Patent and Trademark office as a patent examiner in batteries and fuel cells, and served in the military. He has a degree in Materials Science from the University of Maryland.

Mine Project Finance and ESG: Richard J. Lambert, MBA, P.E., P. Eng., Technical Director, U.S. Mining Advisory, SLR International Corporation

Mine finance projects have typically included the role of Independent Engineer to act as technical advisor to the lenders. The concept of Environment, Social, and Governance (ESG) has been part of project finance as long as there've been large multinational banks involved. Currently we see some major banks backing away from mine project finance for precious metal mines in favor of green energy projects like lithium, graphite, copper, nickel, and cobalt. The presentation will review some social mitigations that also increase the carbon footprint. How do we weigh the impacts? What is the future role of ESG in Mine Project Finance.

Rick Lambert headshot

Rick Lambert is Technical Director, U.S. Mining Advisory for SLR Consulting and is responsible for operations of the company's U.S. mining consulting practice. He is a senior mining executive with more than 40 years experience in all aspects of mine development from permitting to closure. His experience includes development and operation of open pit mines, start-ups, preparation and implementation of feasibility studies, due diligence, M&A, and management consulting. He was employed by Fortune 500 mining companies for the first 17 years of his career including Phelps Dodge, Kennecott, NERCO and Exxon Minerals. Since then he has been providing mining contracting and consulting services. He's been involved with over 120 mining properties around the world. He's lead teams of mining experts in reserve audits for major mining companies and been involved as the independent engineer on many large mining project financings over US$1 billion (Esperanza, Antucoya, Caserones, Quebrada Blanca, and Constancia).

Mineral Supply Chain Risks Start with Exploration: Robert W. Schafer, Eagle Mines Management

Access to land/geology and risk capital, technology, government, social acceptance, skilled people, markets, and time are components of overall risk that work against developing connected supply chains for critical minerals. The discussion will focus on the upstream, exploration /discovery end of the supply chain. The ability to feed the critical mineral supply chain necessary for the “Electric Economy” starts with mineral discovery and leads to mine production. Optimistically, if these events were to occur without the regulatory framework, a timeline from exploration to mining would be in the range of 5-7 years for each mine. With government regulation, the timeframe stretches to about 9-12 years. Adding time for public comment, citizen concern and legal battles increases this stretch to 15-20 years or never! Given liberty to explore, economic geologists have historically made sufficient economic discoveries to satisfy market demand. However, without radical changes to shorten timelines from discovery to production to market, the ambition to achieve society's desire for an Electric Economy cannot be realized by 2030, 2050 and probably not by 2100!

Robert Schafer headshot

Robert W. Schafer is a Registered Professional Geologist with +30 years international experience exploring for mineral deposits and identifying, evaluating and structuring business transactions globally having worked in more than 80 countries on all continents. Mr. Schafer is an active member of SME (President 2020-2021), the PDAC (President 2015-2016), the CIM (President 2013-2014) and the Mining and Metallurgical Society of America (MMSA – President 2005-20066). He was a member of the Board of Governors for the US National Mining Hall of Fame and the Board of Directors of the Canadian Mining Hall of Fame. He is the only person to hold such leadership roles in both the USA and Canada. Mr. Schafer is the recipient of the William Lawrence Saunders Gold Medal from AIME, as well as the Daniel C. Jackling Award and Robert A. Dreyer Award from SME for technical achievements and leadership in the mining industry during his career. He earned his BSc and MSc degrees in Geology and in Mineral Economics and completed studies toward a PhD in Economic Geology. In addition, he completed the Executive Management program at Stanford University. Mr. Schafer is a Certified Corporate Director (ICD.D) and a Registered Professional Geologist in the States of Wyoming and Utah. He is founder and CEO of Eagle Mines Management and is a member of the Board of Directors of select mining companies.

Cost Estimating Through the ESG Lens: Brad Terhune, Senior Geologist and Cost Analyst, Costmine, InfoMine USA, Glacier Resource Innovation Group

Cost estimates are important at every stage of a mining project's life, as they provide a means for making decisions and an indication of whether a project has the potential to be profitable…i.e. successful. Profitability, of course, is no longer the only measure of a mining project's success. We must now consider how a project appears through the relatively new lens of environmental, social, and governance (ESG) imperatives. This presentation provides several points of consideration to help us better understand ESG, with the special focus of its effects on both mine costs and the estimating process itself.

Brad Terhune headshot

Brad Terhune is a senior geologist and cost analyst at Costmine, where he estimates the costs and analyzes the economic potential of proposed mineral development projects from early exploration through prefeasibility stage. He is also responsible for key mine equipment and supply cost databases. Prior to joining Costmine, Brad supervised and carried out mineral exploration efforts for numerous clients in a variety of geological settings in North America and Africa. Brad holds a Bachelor of Science Degree in Geology and Geophysics from the University of Missouri – Rolla and a Masters of Science Degree in Geology and Geological Engineering from the South Dakota School of Mines and Technology.

Mine Risk Planning includes Closure & Beyond: Roundtable Discussion: Chair, Jeff Parshley, P.G., C.P.G. Corporate Consultant (Mine Closure), SRK Consulting, Inc. - To Be Announced

Jeff Parshley headshot

Jeff Parshley has more than 35 years of environmental and closure experience in the mining industry. Jeff specializes in closure planning and closure cost estimation. In addition to doing planning and analysis work for mines, he has been involved in the management of abandoned mines and the implementation of closure works at several mines in the western United States. Having worked with legal and policy aspects of mining projects since his early career, Jeff regularly contributes to World Bank and IFC compliance projects and is one of SRK's most experienced mine closure strategists and regulatory specialists. He has helped develop regulatory guidelines for mine closure and closure cost estimating and has also helped clients develop corporate standards and guidance documents for closure planning, implementation, and cost estimating. Jeff is a regular mine closure and closure cost estimating instructor for in-house workshops conducted for mining companies and US government agencies. He served as SRK's global group chairman from 2016 to 2021.

Opportunities and Challenges for an Off-World Mineral Resource Economy: A Roundtable Discussion: Chair, Allison F. Zuniga, Project Development Manager for Commercial Space Initiatives, NASA; Dr. Anthony Colaprete, Planetary Scientist, NASA; Bruce Pittman, V.P. of Development, Skycorp, Inc. and co-founder of the Space Portal Office, NASA; Dr. Dan Rasky, Senior Scientist and the current Chief, Space Portal Office, NASA; and Colin Williams, Mineral Resources Program Coordinator, U.S. Geological Survey (USGS)

Presently, NASA is collaborating with commercial and international partners to return humans to the lunar surface as well as developing plans to establish the first long-term human presence on the Moon. Successful development of human outposts and other critical surface infrastructure will depend on mining the local mineral and volatile resources to achieve a sustainable human presence on the Moon. Significant work is underway through a NASA-USGS partnership, as well as other international space agencies to understand and plan for resource prospecting, mining and utilization. Results of these efforts could create new opportunities for public-private partnerships with mining industries to leverage their experience and expertise with mining technologies that are being used in extreme environments and remote locations, similar to conditions in the lunar environment. In this session, we will discuss the opportunities and challenges for space resource mining and the critical steps needed to enable a sustainable Space Resource Economy.

Allison Zuniga headshot

Chair: Allison F. Zuniga, NASA Ames Research Center, Strategic Partnerships Office. Allison Zuniga presently serves as Project Development Manager for Commercial Space Initiatives at NASA Ames Research Center's Strategic Partnerships Office. During her tenure of over 30 years at NASA, she has worked as Aerospace Engineer and Project Manager on several Space Transportation and Space Science missions including NASA's Artemis Space Launch System and Orion Spacecraft, Space Shuttle Program, International Space Station, Lunar Atmosphere and Dust Environment Explorer (LADEE) mission, NASA's Commercial Orbital Transportation Services (COTS) and Commercial Crew Programs. She has a BS in Aerospace Engineering from Syracuse University; an MS in Aerospace Engineering from USC and an advanced graduate degree from Stanford University.

Anthony Colaprete headshot

Anthony Colaprete is a Planetary Scientist at the NASA Ames Research Center. Dr. Colaprete has led or participated in several flight projects, including being PI and Payload Manager for the LCROSS mission and the PI and Instrument Manager for the LADEE UVS instrument. Currently Dr. Colaprete is the PI for the NIRVSS instrument, an instrument manifested on the Astrobotic Peregrine lunar lander Mission-1, a Co-I on the LunaH-Map EM-1 cubesat mission and the Mastcam-Z Mars 2020 instrument, and the lead Mission Scientist for the Volatiles Investigating Polar Exploration Rover (VIPER) lunar rover mission. Over the last decade Dr. Colaprete has worked to migrate terrestrial resource exploration techniques and principles to lunar and Mars resource exploration, developing an “applied planetary science” framework that bridges the gap between science, exploration, and technology.

Bruce Pittman headshot

Bruce Pittman is the V.P. of Development at Skycorp, Inc. and is a co-founder of the Space Portal Office at the NASA Ames Research Center. He is also a co-founder and CEO of the not-for-profit, Future Frontiers Institute, and a member of the Board of Directors of the National Space Society. Bruce has over four decades of experience in aerospace and high technology system development. He served as a civil servant at NASA Ames for the first 11 years of his career (working in planetary exploration and airborne and space based infrared astronomy). He then transitioned to the private sector where he worked as a system engineering and project management consultant on large complex systems with clients both in government and industry including NASA. Bruce helped launch several startups including SpaceHab and Kistler Aerospace and is a regularly invited speaker at numerous conferences, often giving keynote addresses on space development in the U.S., Europe and Asia. Bruce returned to NASA Ames in 2005 as a contractor to help found the Space Portal. Bruce has a BS in Mechanical/ Aerospace Engineering from U. C. Davis and a MS in Engineering Management from Santa Clara University. He has authored or co-authored over 50 papers on technology, management, and business topics in aerospace and high technology. Bruce has also been a member of the adjunct faculty in the Graduate Engineering School at Santa Clara University for 35 years. His numerous career awards include the NASA Exceptional Public Service Medal in 2011 for “exceptional leadership in pioneering the development of commercial space for public benefit.”

Dan Rasky headshot

Dan Rasky, Ph.D. is a NASA Senior Scientist and the current Chief of the Space Portal Office he co-founded in 2005. From 2005-2006, Dan was a core member of the NASA HQ Team that established the NASA Commercial Orbital Transportation Services (COTS) program. He was awarded the Exceptional Achievement medal for promotion of partnerships with the emerging and non-traditional space industry in 2006. President George W. Bush conferred on Dr. Rasky the rank of Meritorious Senior Professional in 2007 for sustained superior accomplishment in public service. Dan was also awarded NASA's most distinguished recognition for innovators or the “Inventor of the Year” award in 2007 and the “Government Invention of the Year” award in 2009 for his SIRCA and PICA heat shield innovations. PICA enabled the NASA Stardust comet sample return mission, the fastest entry ever at Earth of a human-made object, and is currently on display at the National Air and Space Museum in Washington, DC. PICA also enabled the Mars Science Laboratory and the Mars 2020 missions which put the Opportunity and Perseverance Rovers on Mars, as well as the current NASA Osiris-Rex asteroid sample return mission. In 2008-2009, Dan worked with SpaceX to develop the thermal protection systems for their Dragon capsule which is flying PICA as its primary heat shield. Formerly Chief for the Thermal Protections Materials and Systems Branch at NASA Ames, Dan is an internationally recognized expert for space thermal protection and entry systems. He was selected for a series of interviews for his “…breakthrough innovations and answers to complex challenges” viewable on NASA's official Knowledge@NASA YouTube Channel. Prior to NASA, Dan worked for a small aerospace company, Acurex, conducting R & D contracting work for the Air Force.

Colin Williams headshot

Colin Williams is Acting USGS Mineral Resources Program Coordinator, on detail from his position as Director of the Geology, Minerals, Energy, and Geophysics (GMEG) Science Center at the USGS Moffett Field, California campus. The USGS Mineral Resources Program provides objective, credible, and reliable scientific information on the origin, distribution, quantity, and quality of nonfuel mineral resources, assesses mineral potential, informs the nation on global mineral supply-demand and materials flows, and characterizes the environmental impact of development. The GMEG Science Center pursues geologic mapping, energy and mineral resource assessments, landslide and earthquake hazards studies, and climate change investigations throughout the western United States. Previously he served as Chief of the Geothermal Resource Investigations Project, with responsibility for leading a team of USGS employees in assessing the geothermal energy resources of the United States and conducting research on improved methods for characterizing and evaluating geothermal resources. His primary research interest is in measuring and modeling the flow of heat and fluids through the Earth's crust and using those measurements to understand hydrothermal processes, earthquakes, and groundwater flow. Colin has a BS in Engineering from Harvey Mudd College, an MS in Mechanical Engineering from UC Berkeley, and an MPhil and PhD in Geophysics from Columbia University.

A Deeper Understanding of ESG for Better Management and Investment Decision-making: Anne L. Williamson, Vice President Global Sustainability, WSP USA

ESG is more than just the latest term for what the mining industry has been doing for years: going beyond compliance, engaging communities, and seeking the nebulous social license. ESG risks can threaten the ability of an operator to deliver minerals to the marketplace on its planned timeline or in the amounts anticipated. ESG encompasses a multitude of factors that may vary considerably depending on mine location, size, commodity, and lifecycle stage. A deeper understanding of ESG allows better decision-making and risk management, both for the operator and investor. ESG scores are important signposts and should be underpinned by a robust ESG risk management program. Operators incorporating material ESG issues and risks into their business planning are better able to manage risks that could increase costs or impede production. As a result, investors and management with a deeper understanding of ESG can make more fulsome assessments of the potential risks involved with each mining facility.

Anne Williamson headshot

Anne Williamson is an industry leader in the development and implementation of sustainability and environmental programs in the global engineering and mining businesses. Currently with WSP USA, Anne's career has spanned from greenfield exploration to compliance and mine permitting, to executive leadership. She has created and managed environment, sustainability, and enterprise risk management programs, and held sustainability and technical leadership positions with mining companies and technical consultancies, including Phelps Dodge, Twin Metals Minnesota, URS, and Wood. She has created trusting working relationships with communities, indigenous groups, labor organizations and regulatory agencies. She served as a part of MMSD, the precursor to ICMM. Anne currently has the honor of serving as an SME director-at-large. She has served on the board of directors and as Vice President of the Mining Minnesota trade association, and as board advisor to Jobs for Minnesotans, a coalition of industry, labor, and municipalities. She holds a Bachelor's and Master's degrees in geology.

Progress Toward Net Zero: The State of Play: Mark Fellows, Co-founder & CEO, Skarn Associates

In this presentation, Mark Fellows will outline the progress made so far - and the gap still to be filled - toward the goal of net zero carbon emissions from the mining sector. He will present a quantified global view of emissions intensity for the major commodities, and will also highlight the financial, technical and strategic issues which miners of all sizes will need to address.

Mark Fellows headshot

Prior to co-founding Skarn in 2016, Mark Fellows led the metals & mining consulting business at SNL Financial/S&P Global. Skarn is a mining sector data and research business, quantifying and benchmarking ESG impacts across the sector at the asset level. Mark's career started in 1987 as an exploration geologist with Anglo American Corporation in Southern Africa. He went on to work for junior diamond and gold explorers in Africa. He subsequently spent 13 years at Brook Hunt (now Wood Mackenzie). From 2009 Mark was Managing Director of GFMS Mine Economics Limited, a business co-founded with GFMS Limited, which was sold to Thomson Reuters in 2011.

Reducing Regulatory Risks in Partnership with Indigenous Communities: Sandra Gogal, Partner, Aboriginal Law, Cassels Brock & Blackwell LLP

With near global acceptance of the United Nations Declaration on the Rights of Indigenous Peoples, the commitments under the Paris Agreement, the ESG movement and the responsible investment climate we find ourselves, it has become quite evident that the inclusion and support of Indigenous peoples in resource development is no longer nice to have but critical to obtain. Critical mineral strategies in Canada must recognize and respect the lands upon which the resources are found. Without the support of land owners and rights holders, the imperative to develop these minerals will be held hostage to opposition and regulatory delays. ESG programs which do not incorporate indigenous knowledge and worldviews, risk non acceptance and public scrutiny. UNDRIP has given us the tools to not only promote reconciliation of interests but to also implement strategies to achieve consensus with Indigenous peoples as to how projects should be developed on Indigenous lands. This presentation will review the legal and business case for Indigenous participation and highlight best practices for inclusion and obtaining consent.

Sandra Gogal headshot

Sandra Gogal is a partner in the Aboriginal Law Group at Cassels Brock & Blackwell LLP. A strategic thinker and trusted advisor on matters relating to Aboriginal and environmental law, Sandra offers a combined 25+ years of experience – both in-house with the Government of Ontario and in private practice - providing legal advice to clients in the resource sector across Canada. An astute negotiator, she has navigated several successful commercial arrangements, settlements, impact and benefit agreements, and partnerships between industry and First Nations. For her work, Sandra is ranked as a leader in her field by Best Lawyers and Chambers.

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