Precious Metals Summit Conferences, LLC

It was fantastic attending The Northern Miner inaugural Energy Transition Metals event in D.C. There were panelists from the Ontario government (George Pirie), Quebec government, #MIRARCO, supply chain, end users, and The U.S D.O.D, D.O.E, SAFE, and The White House Economic Advisor etc. Interesting discussions on #supplychainsecurity, accelarating #rawmaterials processing, the technology gaps, and various defense and supply chain funding programs. One of the topics discussed was on accelerating mid-stream processing technologies to quickly get to larger scale processing of materials. With the #nickel market, a producer was able to build 20 deposits using a provincially available free geo-physics data generated by the Ontario government. With the #EVsupplychain discussion, one key market factor discussed was that the end user specs for materials are changing. An example was not having enough #rare earth metals for EV targets. The Supply Chain Security panel with Abigail Hunter, and Joseph Sopcisak discussed the need for bi-laterally and multi-laterally developing collaborations with countries, the utilization of off-the-shelf batteries, where to bring in government funding so it's not with consumers, and the vast need for copper industrially etc. An upcoming McEwen Copper site was presented by Rob McEwen, unveiling a future green design for their #Agentina based #copper mine. #criticalsupplychain #mining #energytransitionmetals

Video: How geopolitics is opening up downstream funding for FPX Nickel -- panel discussion at the recent ETMS in Washington D.C. Watch the full video here: https://lnkd.in/gnsU35Eh

What an inaugural event in D.C. by the Precious Metals Summit Conferences, LLC and The Northern Miner! Congrats to Jessica Levental, Misha Levental, Angela Choi and Anthony Vaccaro, CFA!!! #Mining #Energy Tania Barreto, CPIR Alisha Hiyate Jeremy Niemi Michael G. Leskovec George Pirie

We are thrilled to be returning to Vertical Events landmark RIU Sydney Resources Roundup and look forward to connecting with investors, issuers, friends and colleagues, old and new. Congratulations to this exemplary team.

We had a very productive few days in Washington D.C. this week, meeting with government officials, investors and industry peers. It was a pleasure to attend the inaugural Energy Transition Metals Summit. Thank you to the Precious Metals Summit Conferences, LLC and The Northern Miner for organizing! TSX: FDY | OTCQX: CPPKF Misha Levental #faradaycopper #coppercreek #arizona #azmining #copper #coppermining #responsiblemining #mining #prospecting #mineralexploration #mineralestimate #minerals #metals #criticalmetals #greenenergy #electricvehicles #miningsector #miningnews #investing #captialmarkets #tsx #otcqx

As usual, the Precious Metals Summit Conferences, LLC team outdid themselves in Washington, they truly are the masters of events. Thank you, Precious Metals Summit Conferences, for inviting us to the Energy Transition Metals Summit to document the conference. We had an incredible time working alongside The Northern Miner to film interview footage, meeting some old friends and making new ones. We can't wait for the next Precious Metals event! PENDA is passionate about helping you make your events look top tier! #EventPhotography #EventVideo #Filming #Photography #Mining #PreciousMetals

The first #EnergyTransitionMetalsSummit was a hit thanks to the incredible team lined up in this pic. With 500 registered investor delegates and 64 presenting companies in the Energy Transition space, the Summit had an impact in its very first go. Washington DC proved to be the perfect spot to execute on our vision of bringing government, issuers, investors and OEMs all together in one place to drive the Transition forward. High ranking officials such as Ontario Minister of Mines, George Pirie, along with representatives from the White House, Department of Energy, Department of Defense and the Province of Quebec all came together with industry titans such as Phillips S Baker Jr, Robert McEwen, Tim Gitzel and Robert Quartermain, (to name just a few) to offer essential insights into the challenges and opportunities that come with propelling humanity onto it's next plateau via The Energy Transition. It was such a good experience to partner with the exceptional team Precious Metals Summit Conferences, LLC. who are just simply the masters at one-to-one conferences and we look forward to being back in DC with them for round two next year!

We were at the Energy Transition Metals Summit organized by Precious Metals Summit Conferences, LLC & The Northern Miner and came away with better conviction on some of our investment themes. This was an impressively run event, on par with the dozens of bulge bracket events I've attended over the years. The conference brought together small cap energy transition mining companies (think Lithium, Copper, Nickel, Silver, etc), government representatives and other thought leaders in the space. It was an engaging two days of meetings and panel presentations. It was fun to put my former equity analyst and fund manager hat on and evaluate both companies and macro implications that impact client portfolios.   We were already following the themes below, and in some cases, invested for several years. Our conviction/s changed at the margin. 1. Re-shoring and friend shoring has significant dollars behind the effort and has structural legs. The US govt has already disbursed billions of $s and will distribute more. However, building a second processing base (mostly done in China today) will be inflationary. Higher for longer? 2. There's no shortage of mineral resources, but there's a shortage of capital to fund mine development. This provides mining majors an edge to access the best assets. Examples are Glencore in Stillwater Critical Minerals, Lundin Group backing Faraday Copper Corp. and billionaires-backed KoBold Metals earn-in with Midnight Sun Mining (TSXV: MMA) (OTC: MDNGF). We met other companies with excellent resources like E3 Lithium or Power Nickel that may attract upstream miners or downstream partners like auto OEMs or battery makers. 3. Uranium will remain in deficit and the largest players will only develop new assets or restart moth balled assets when they have signed contracts. In a fireside chat, Tim Gitzel President & CEO Cameco Corporation: "we will not start producing for inventory. We tried that before and it didn’t end well." 4. Mining service companies may provide less volatile exposure to the cycle. The recent private equity takeout of Aussie listed Boart Longyear augurs well for capital allocation discipline. The segment remains fragmented and ripe for consolidation offset by less pricing discipline and skilled labor challenges. 5. #AI is coming! KoBold Metals is already using machine learning to better interpret exploratory surveys and assays. The same tech is improving the automation of mine pit haulage trucks. 6. Miners are trying to tread lightly on the environment. See McEwen Mining Inc. proposed mine camp at Los Azules mine. I am sure it'll cost the company more, but it's easier on the environment and the workers. This change is needed to impact public opinion on mining & push back NIMBY. #energytransition #assetallocation #retirementinvesting #macroinvesting #retirementincome #wealthmanagement Alex Seleznev, MBA, CFP®, CFA

These discussions affirm our commitment to bridging the lithium conversion gap in North America. Precious Metals Summit Conferences, LLC #LU7 #energytransitionmetalssummit

Sharing some photos for those who couldn't be in Washington, D.C. this week for The Northern Miner and Precious Metals Summit Conferences, LLC's first joint Energy Transition Metals Summit Apr. 29-30! I had some excellent on and off-stage conversations at the event on topics ranging from the challenges of predicting future metals demand in the face of changing technologies to navigating the U.S. Department of Energy's many offices and funding programs for #criticalminerals. Lots of coverage to come in The Northern Miner! Thanks to Penda Publishing's James Hodgins for the images.