Quest Events’ Post

This morning, CME CEO Rebecca Tomkinson delivered a keynote speech at the Australian Critical Minerals Conference 2024 in Brisbane, where she outlined the importance of maximising global opportunities in Australia, particularly in relation to the supply and demand of critical minerals.    Australia has many competitive advantages - we have world-class reserves of all the critical minerals the energy transition needs; abundant solar, wind, and gas energy resources; stable government, with low sovereign risk; a reputation as a long-term, reliable trading partner; a skilled workforce; the necessary technology and innovation; and high ESG standards. These advantages have contributed to the development of a number of world-class mining and energy projects across Australia, ranging from iron ore to natural gas, as well as bauxite, gold and nickel. There is huge opportunity for growth, given the demand for critical minerals in front of us. But given the fierce competition we are facing from countries around the world for this investment, we’ll need to be at our best as an industry, but also in terms of the policy environment created by government.

The Chamber of Minerals and Energy of Western Australia | Rebecca Tomkinson | Critical Minerals Association Australia | Australian Critical Minerals Conference: Analysing the outlook for global supply and demand of critical minerals. #criticalminerals #australia #miningaustralia #australia #criticalmetals

The Australian Critical Minerals Conference (#ACMC) kicks off in #Brisbane AMEC Chief Executive Warren Pearce joined a panel discussion on "What government support is needed to accelerate growth in the critical minerals sector?" A timely discussion on the back of the Federal Government's 2024/25 budget announcement, to support the critical minerals sector, with $7 billion committed over the next decade for all 31 critical minerals to drive downstream processing in Australia. This comes via a ten per cent Production Tax Incentive (PTI), aimed to enable the nation to realise the full value of our natural resources. Moderating the panel was Bernadette Currie from Sedgman Pty Limited and fellow panelists included Helen Degeling from Cobalt Blue Holdings, Darryl Cuzzubbo from Arafura Rare Earths Limited , Rebecca Tomkinson from The Chamber of Minerals and Energy of Western Australia, Gavin Loyden from QEM Limited (ASX:QEM) and Rebecca Knights from Department for Energy and Mining, South Australia. Thanks to Quest Events for putting on a great conference. #CriticalMinerals #PTI

For those interested in Critical Mineral market updates, please see: https://lnkd.in/gNxNWtzA, shortly followed by: Resilient Resource Reserve: A Plan to Catalyze the American Critical Mineral Processing Industry | Bipartisan Policy Center The pieces are starting to fall into place. James McClements John Jacobs #energytransition #criticalminerals

What strategic approaches can the government implement to accelerate the sector's development and ensure Australia secures a leading position in the global critical minerals supply chain? How can the sector maximise government support to drive growth throughout the sector? These questions will be answered by an impressive panel of industry leaders at the upcoming 2nd annual Australian Critical Minerals Conference in Brisbane this May. View the agenda and speaker list here https://lnkd.in/gbiGuNUZ Join a panel discussion on 'What government support is needed to accelerate growth in the critical minerals sector?' with: ● Sam McLean, Senior Manager, Business Development and Policy, Tesla ● Rebecca Tomkinson, Chief Executive Officer, The Chamber of Minerals and Energy of Western Australia ● Darryl Cuzzubbo, Managing Director and Chief Executive Officer, Arafura Rare Earths Limited ● Dr Helen Degeling, Project Acquisition Manager, Cobalt Blue Holdings ● Warren Pearce, Chief Executive Officer, AMEC (Association of Mining and Exploration Companies) ● Gavin Loyden, Managing Director, QEM Limited (ASX:QEM) Register before 12 April to SAVE up to $400 per delegate. https://hubs.la/Q02rVyDf0

Minerals Market Growing But Needs More Scale, Consolidation The market value of public minerals and royalties companies has doubled since 2019—but the sector needs to grow even larger to attract generalist investors into the fray, experts say. Read More: https://lnkd.in/g2tSZADJ

Join me in Denver this week for the Critical Minerals Mission sponsored by the Canadian Chamber of Commerce and the Canadian Consulate General at the Denver Energy Center, September 11-13th. I will join Brad Handler and David Hammond in addressing the financial aspects of developing and sustaining critical mineral projects. We will explore investment and lending challenges and opportunities surrounding the growing mineral supply requirements associated with global electrification goals. #criticalminerals #mining #canada #commodities #finance #electrification #projectfinance #sustainability

The International Partnerships in Critical Minerals Program is calling! Access up to $20 million funding grants if you have early-to mid-stage #criticalminerals projects that contribute to building end-to-end supply chains with Australia’s international partners in the critical minerals sector. Read more about this grant at https://buff.ly/3YUvmgu #supplychain #governmentgrants #infrastructuregrant #mininggrant #rareminerals

The International Partnerships in Critical Minerals Program is calling! Access up to $20 million funding grants if you have early-to mid-stage #criticalminerals projects that contribute to building end-to-end supply chains with Australia’s international partners in the critical minerals sector. Read more about this grant at https://buff.ly/3YUvmgu #supplychain #governmentgrants #infrastructuregrant #mininggrant #rareminerals

Sector outlooks Q1 25 Trump's re-election most certainly poses a risk factor to a number of European sectors in 2025 such as automotive or metals & mining. Others like oil & gas or renewables are less affected over the short/medium term than it might initially appear. That said, for Q1 25 neither of our covered sectors should feel any implications. Most notably, we change our outlook for real estate to neutral for the first time. The latter also remains our pre-dominant tendency across sectors going into 2025. Yet, we note that uncertainty is pronounced and the starting position could be a better one as we come from subdued levels in many sectors. 📌 Register to read the full publication by Georg Zaccaria, CFA here: https://lnkd.in/dBGHr8wf