2021 Agenda: 6-7 October 2021



2021 JOBURG INDABA

6th - 7th October 2021

Online Edition

 

Conference Day One: Wednesday 6th October 2021

08:45 - 09:00     

Chairman's Welcome and Introduction

     Bernard Swanepoel


09:00 - 09:05

 

Session One introduction

     Dion Shango, PwC Africa CEO & Territory Senior Partner


 

09:05 - 09:35    

Session One
Creating the governance and policy environment for mining to flourish in South Africa
Capable state/regulator; PP partnerships

Fixing SOEs and energy security; Rule of law
Immediate actions to be taken to ensure we are an investable destination by 2025

     

     Bobby Godsell In conversation with Dr Sydney Mufamadi and Nolitha Fakude, Chairperson, Management Board, Anglo American in South Africa; President, Minerals Council South Africa



09:35 - 09:50

Audience Q&A led by Bernard Swanepoel & Dion Shango, PwC Africa CEO & Territory Senior Partner



09:55 - 10:25     

Session Two
Mining’s role in South Africa in building back a better future
What should mining companies do now to be more sustainable in 3-5 years’ time?

Lessons learned in 2021 that should change what we are doing or how we are doing it?
How do mining companies lead the ESG conversation?
Can the competing needs of international investors be balanced with local needs of society, government, employees, suppliers and communities?
Where should miners lead/what should they lobby for?


     Rachael Bartels, Client Account Lead, Accenture
     In conversation with Mark Cutifani, Chief Executive, Anglo American


10:25 - 10:40 

Q&A led by Bernard Swanepoel


10:45 - 11:25

Session Three
The changing geopolitics:  the new “cold war” for strategic minerals to fuel the energy transition
How is the energy transition changing the demand mix for mined products?

Will the West be capable of pushing back China’s current domination of assets and refining in the strategic minerals space?  
How “green” is the processing of critical metals, and will this constrain supply?
How can SA best position itself as a mining jurisdiction to participate in the energy transition?
What specifically can an individual company do to mitigate the risk or seize the opportunities of the new scramble for resources?


     Chair:  Fiona Perrott-Humphrey, Senior Adviser, Mining Team, Global Advisory, Rothschild & Co. London


     Brian Menell, Chairman and Chief Executive Officer, TechMet Ltd
     Richard Williams, Executive Chairman, Bunker Hill Mining and Director, Trevali Mining
     Stuart Brown, President and CEO, Mountain Province Diamonds


11:25 - 11:40

Audience Q&A led by Bernard Swanepoel


11:40 - 11:55

COMFORT BREAK


11:55 -  12:35

Session Four
Unpacking the ESG trends and how they impact on a shared vision for the mining industry
What is expected of the mining industry and how will ESG be measured?

How is this different to what you are already doing?
What are the challenges and opportunities?
Should a mining company be reactive or proactive with regards to ESG?
What is the role of other stakeholders in this area ie institutional investors, funders and rating agencies, regulators, government, unions, local communities and special interest groups like environmentalists?
Which SA laws, practices or policies need to be changed to achieve the ESG objectives?
What is the role of Minerals Council South Africa, Presidential Commission on Climate Change and BLSA in this process?


     Chair: Roger Baxter, Chief Executive, Minerals Council South Africa


     Nolitha Fakude, Chairperson, Management Board, Anglo American in South Africa; President, Minerals Council South Africa
     Tracey Davies, Executive Director, Just Share
     Chris Griffith, Chief Executive Officer, Gold Fields


12:35 - 12:50

Audience Q&A led by Bernard Swanepoel


12:50 - 13:20

LUNCH BREAK


13:20 - 14:00

Session Five
Capital allocation in a time of high profitability but huge uncertainty and social dissatisfaction
Are we setting the right criteria in the process of allocating capital, fairly balancing the requirements of shareholders, employees, host communities and other stakeholders?

What “new” criteria would have to be included for all stakeholders’ interests to be fairly addressed? 

  • Filling services vacuums at local or national level, such as security, basic municipal services, logistics, power supply, health services and education?
  • Funding legacy and future liabilities more aggressively?

How do you drive the transformation of your company, leveraging capital allocation?
Are capital allocation systems set up to project and measure the performance of both current operations and new projects against the rights criteria?
What is a sustainable model of how to value/share the super profits fairly?


     Chair:  Sandra du Toit, Head of M&A, Africa, EY

     

     Tsundzukani Mhlanga, Finance Director, African Rainbow Minerals
     Riaan Koppeschaar, Director of Finance, Exxaro Resources
     Charl Keyter, Group Chief Financial Officer, Sibanye-Stillwater
     Hanré Rossouw, Chief Financial Officer, Royal Bafokeng Platinum

 

14:00 - 14:15 

Audience Q&A led by Bernard Swanepoel 


14:20 - 15:00

 

Session Six
PGMs:  A vision for the future
How will PGMs producers grow and develop in the coming years?

What’s next for these critical metals?
How are PGMs producers preparing for an expected increase in demand as the world transitions to a low-carbon/hydrogen economy?
What factors are influencing producers’ capital investment decisions?
Where will future supply come from?
How much longer will the bull market last and in which end-use sectors?
How are PGMs producers approaching the increasing focus on ESG in the sector?
Are PGMs producers uniquely or better positioned than other miners to step into the ‘metals of the future’ space?
Should there be further consolidation at the level of mines, refining capacity and/or market development activities?
Can you play in the future metals space whilst being dependent on Eskom as your major power source?


     Chair:  Andries Rossouw, Director/Partner, PwC  

     Nico Muller, Chief Executive Officer, Impala Platinum
     Natascha Viljoen, Chief Executive Officer, Anglo American Platinum
     Neal Froneman, Chief Executive Officer, Sibanye-Stillwater
     Steve Phiri, Chief Executive Officer, Royal Bafokeng Platinum


15:00 - 15:15

Audience Q&A led by Bernard Swanepoel


15:15 - 15:30

COMFORT BREAK


15:30 - 16:50

Session Seven
Bulk Commodities:  A vision for future growth and development

     Chair:  Vusi Mpofu, Sector Lead: Mining & Chemicals, Nedbank CIB

 

15:30 - 15:40

Themba Mkhwanazi, Chief Executive Officer, Kumba Iron Ore


15:40 - 15:50

André Joubert, Chief Executive, Ferrous Division, African Rainbow Minerals


15:50-  16:00

July Ndlovu, Chief Executive Officer, Thungela Resources


16:00 - 16:20

Followed by a panel discussion 

 

16:20 - 16:35

Audience Q&A led by Bernard Swanepoel


16:40 - 17:10

Keynote Address
Transnet’s Vision, Strategy and Partnership Model
Progress on implementation and impact on the mining industry

     Portia Derby, Group CEO, Transnet SOC Ltd


17:10 - 17:25

Audience Q&A led by Bernard Swanepoel


17:30

Close of Day One


 

 

Conference Day Two:  Thursday 7th  October 2021


08:45 - 09:00     

Chairman’s Welcome and Introduction

     Bernard Swanepoel


09:00 - 09:30   

Opening Ministerial Keynote Address
     

     Honourable Minister Gwede Mantashe, Department of Mineral Resources and Energy of South Africa

 

09:30 - 09:45

Audience Q&A led by Bernard Swanepoel


09:50 - 10:20 

Session One
International Investors:  The prospects for the mining sector going forward 
Where are we in the traditional cycle of commodity prices? Is this outlook being affected short term by some structural changes underway in China (particularly weakness in the key property sector and clampdown on the polluting steel sector)?
Is it being distorted longer term by the pressures for energy transition in the face of climate change?
What implications does this background have for mining companies’ strategies and future growth, and should they be investing more or continuing to return capital?
Given the recent bull run in many commodities, could there be cost pressures building (taxes/royalties/labour/materials)?How can SA mining companies ensure that they are on the right side of short- and medium-term developments in the sector?



     Chair:  Fiona Perrott-Humphrey, Senior Adviser, Mining Team, Global Advisory, Rothschild & Co. London


     Brett Beatty, Partner and Head of Australia, Resource Capital Funds
     Olivia Markham, Managing Director, Natural Resources, BlackRock
     Mick McMullen, CEO, Metals Acquisition



10:20 - 10:35

Audience Q&A led by Bernard Swanepoel


10:40 - 11:10

Session Two:
Gold mining in Africa – is it a sunrise or sunset industry?
What is the role of gold mining in Africa’s future mining industry?

Where will we be by 2025?
Is there a new dawn for gold?

     Chair: Praveen Baijnath, Chief Executive, Rand Refinery


     Peter Steenkamp, Chief Executive Officer, Harmony Gold Mining Company Limited
     Chris Griffith, Chief Executive Officer, Gold Fields

 

11:10 - 11:25

Audience Q&A led by Bernard Swanepoel


11:25 - 11:35

COMFORT BREAK 


11:35 - 12:05

Session Three:
Keynote Address
Eskom’s perspective on the current and future energy mix in South Africa
What progress is Eskom making towards guaranteeing security of energy supply?

How does Eskom view the role of IPPs and the implications of the recent increase in the embedded generation threshold to 100MW? How will this change the supply of electricity in South Africa?
Clarifying Eskom’s strategy for the future energy mix of South Africa. Is net zero by 2050 a realistic target?
How can Eskom play a leading role in the transition to cleaner energy sources?

     André de Ruyter, Group Chief Executive, Eskom Holdings SOC Limited


12:05 - 12:20

Audience Q&A led by Bernard Swanepoel


12:25 - 13:05

Session Four
South Africa’s transition away from coal to a low-carbon economy – what are the risks and opportunities?
How should South Africa move away from coal to alternative sources of energy? Has this imperative intensified since Covid-19?

Who should be driving this transition – government, industry, both? Which other stakeholders need to be involved?
What is a realistic timeframe for a transition given the social and economic consequences of a move away from coal?
What are the social and environmental implications of closing down coal mines and the cost of mine rehabilitation?
Is there a role for coal in the transition to a low-carbon economy? What are the opportunities, if any, for the coal sector?
What is the future energy mix likely to look like in the short to mid-term? What is the potential contribution of renewables? When will renewable energy be reliable/cost-effective enough to contribute to baseload power?

     

     Chair: Paul O'Flaherty, EY-Parthenon Leader, Africa

     Lucky Kgatle, Senior Vice President, Sasol Mining
     Mike Teke, Chief Executive Officer, Seriti Resources
     Lebogang Mulaisi, Labour Market Policy Coordinator, COSATU; Commissioner, Presidential Commission on Climate Change
     Joanne Yawitch, Chief Executive Officer, National Business Initiative (NBI); Commissioner, Presidential Commission on Climate Change


13:05 - 13:20

Audience Q&A led by Bernard Swanepoel


13:20 - 13:45

LUNCH BREAK


13:45-13:55

 

Diversity, gender equality and inclusion of women: are we making progress?


     Phumzile Mlambo-Ngcuka, Founder, Umlambo Foundation


 

13:55 - 14:25

Session Five
What are the governance issues of importance to mining?
Is mining’s contribution to the economy a positive or negative impact on social cohesion (Gini coefficient)?
How do we stack up in terms of diversity, women in mining, gender equality of pay, ratio of CEO to workforce remuneration etc.?
Did BBBEE deliver a transformed industry at:

-          Shareholder level?

-          Board level?

-          Management level?

What new ideas are required to further enhance transformation?

 

     Chair: Sandra Burmeister, Regional President Africa, N2Growth


     Lee-Ann Samuel, Group Executive: People, Impala Platinum
     Justice Nkosi, Vice President, Human Resources, Sasol Mining

 

 

14:25 - 14:40

Audience Q&A led by Bernard Swanepoel


14:45 -  15:15

Session Six
Mining’s impact on the environment
What is mining’s role in the just transition?
‘Net zero’, ‘just transition’ and ‘Paris commitments’ – are these concepts deliberately vague, too challenging or not challenging enough?
Legacy issues and how to deal with them: how should the mining industry be held accountable for legacy issues?


     Bernard Swanepoel in conversation with
     Nhlanhla Sibisi, Climate and Energy Campaigner, Greenpeace Africa



15:15-  15:25

COMFORT BREAK 


15:25-  15:35

 

Session Seven
The role of the mining industry in re-capacitating South African society

     Jay Naidoo, Board Member, Mo Ibrahim Foundation


15:35-  16:05

 

Followed by a panel discussion
What are the social metrics of importance for mining?
Why are SLPs not delivering what they promised?
How do we fix local service delivery and what is mining’s role in this?
Can mining companies collaborate with community forums to achieve basic services and rule of law for the mine and its community?
Can/should mines assist/capacitate local government or even the upcoming elections?


     Chair:  Frans Baleni, Director, F11 Consulting

     Mpumi Zikalala, Managing Director, De Beers Group Managed Operations
     Jay Naidoo, Board Member, Mo Ibrahim Foundation
     Mashego Mashego, Executive Director: Stakeholder Relations and Corporate Affairs,Harmony Gold Mining Company Limited



16:05 - 16:20  

Audience Q&A led by Bernard Swanepoel & Kgomotso Lebele, Resources, Health & Public Service Growth Lead and Managing Director, Accenture South Africa


16:25 - 16:35

Session Eight
How are mining companies embedding ESG into their corporate DNA and strategy?

 
     Anik Michaud, Group Director - Corporate Relations and Sustainable Impact, Anglo American



16:35 - 17:05

 

followed by a panel discussion

     Chair:  Jayne Mammatt, Partner/Director - Sustainability and Climate Change, PwC

     Anik Michaud, Group Director - Corporate Relations and Sustainable Impact, Anglo American
     Keith Scott, Chief Executive Officer, Fraser Alexander
     Mzila Mthenjane, Executive Head: Stakeholder Affairs, Exxaro Resources 



17:05 - 17:20

Audience Q&A led by Bernard Swanepoel


17:20 - 17:25

 

Closing Remarks and end of conference


  

* Please Note this is not the final programme and Resources for Africa reserves the right to alter the content and timings of this programme

 

 

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