Material Opportunities Driven by Electrification Webinar, hosted by Stonegate Capital Partners

Wednesday December 14, 2022 at 4pm EST

Key Takeaways

  • Stonegate Capital Partners will provide investors insight into a variety of materials that will be needed to achieve the world’s electrification goals: copper, vanadium, rare earths, lithium, cobalt, nickel, platinum, tungsten, and tin.
  • The investment needed to meet the demand for these metals is estimated at $1 trillion by 2035, more than double the figure for the past 15 years.
  • To reach decarbonization targets the world will need to mine more copper in the next 25 years than it has done in history.

The Material Opportunities Driven by Electrification Webinar on December 14, 2022 at 4pm EST hosted by Stonegate Capital Partners will provide investors insight into a variety of materials that will be needed to achieve the world’s electrification goals: copper, vanadium, rare earths, lithium, cobalt, nickel, platinum, tungsten, and tin.

The investment needed to meet the demand for these metals is estimated at $1 trillion by 2035, more than double the figure for the past 15 years. As an example, to reach decarbonization targets the world will need to mine more copper in the next 25 years than it has done in history.

Stonegate has invited a diverse group of industry thought leaders and executives who will each discuss their views regarding the outlook and investment strategies of specific materials.

Stonegate Capital Partners provides investor and business development advisory services to public and private companies seeking to better build and manage their institutional investor relationships and grow their businesses. Affiliate Stonegate Capital Markets (Member FINRA/SIPC) provides equity research and investment banking advisory services.

WEBINAR PARTICIPANTS

  • Largo Inc. (TSX:LGO) , Alberto Arias, Chairman
  • Vanadium-based utility scale electrical energy storage systems
  • Los Andes Copper Ltd. (TSXV:LA), Eduardo Covarrubias, Executive Chairman
  • One of the largest advanced copper deposits in the World
  • Ion Energy Ltd. (TSXV:ION), Ali Haji, CEO
  • Mongolia’s first Lithium Brine explorer and developer
  • Electra Battery Materials Corporation (TSXV:ELBM), Trent Mell, CEO
  • Commissioning North America’s only cobalt sulfate refinery
  • Pivotal Metals Limited (ASX:PVT), Steven Turner. MD & Executive Director
  • Exploration and development of nickel, copper and platinum in Canada, tungsten and tin in Spain
  • Pensana Plc (LSE:PRE), Paul Atherly, Executive Chairman
  • Building the World’s first sustainable magnet metal supply chain
  • Stonegate Capital Markets, Dave Storms, CFA, Director of Research
  • Stonegate Capital Markets (Member FINRA/SIPC) provides equity research and investment banking advisory services. Affiliate Stonegate Capital Partners provides investor and business development advisory services to public and private companies seeking to better build and manage their institutional investor relationships and grow their businesses.



About Stonegate Capital Partners
Stonegate Capital Partners provides investor and business development advisory services to public and private companies seeking to better build and manage their institutional investor relationships and grow their businesses. Affiliate Stonegate Capital Markets (Member FINRA/SIPC) provides equity research and investment banking advisory services.

Key Takeaways

  • Stonegate Capital Partners will provide investors insight into a variety of materials that will be needed to achieve the world’s electrification goals: copper, vanadium, rare earths, lithium, cobalt, nickel, platinum, tungsten, and tin.
  • The investment needed to meet the demand for these metals is estimated at $1 trillion by 2035, more than double the figure for the past 15 years.
  • To reach decarbonization targets the world will need to mine more copper in the next 25 years than it has done in history.

Related Bios

Alberto Arias
Chairman , Largo Inc.
Mr. Alberto Arias is the founder and President of Arias Resource Capital Management LP. Mr. Arias has over 15 years of experience in the field of international mining finance, and is widely recognized as an industry expert, having been ranked for five consecutive years as the #1 equity research analyst for the metals and mining industry in Latin America by leading polls such as Institutional Investor. Prior to founding Arias Resource Capital, Mr. Arias worked for eight years at Goldman, Sachs & Co., most recently acting as Managing Director and Head of Equity Research for metals and mining in the U.S., Canada and Latin America. Prior to Goldman Sachs, Mr. Arias worked for 4 years at UBS as Executive Director and Analyst covering the Latin American metals and mining sector. Mr. Arias has engineering degrees in mining and metallurgy and an MBA (B.Sc. from the Colorado School of Mines and three Masters degrees from Columbia University), mining industry operational experience, and holds a patent for a gold mineral processing technology. He was raised in a family with a three-generation tradition of founding and managing private mining companies in Peru.
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Eduardo Covarrubias
Executive Chairman, Los Andes Copper
Mr. Covarrubias holds a degree in chemical and industrial engineering from the Catholic University of Chile (1989), and a Master of Science in Management from the Massachusetts Institute of Technology (MIT), Sloan School of Management (1993). He oversaw the mining interests of Turnbrook Corporation prior to the consolidation of ownership of the Vizcachitas project. Mr. Covarrubias was a banker with the Chase Manhattan Bank for almost a decade, covering the mining sector in Chile. He was based in New York and Santiago and his responsibilities included project financing, structured finance and mergers and acquisitions transactions.
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Ali Haji
CEO, ION Energy
Director of Antler Hill Mining Ltd, Spirit Banner II Capital Corp. and CEO & Director of Aranjin Resources. 13+ years international experience (asset management, risk analysis and program governance). Advisor to ATMA Capital Markets Ltd and Steppe Gold (TSX:STGO). Graduate of University of Western Ontario.
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Trent Mell
CEO, Electra Battery Materials
Trent Mell is the Founder & CEO of Electra Battery Materials Corporation (formerly First Cobalt Corp.). Electra’s mission is to create the only fully integrated, localized and environmentally sustainable Battery Materials Park in North America.Trent brings more than 20 years of international business and operational experience. His mining career includes mine permitting, development and operations with Barrick Gold, Sherritt International, North American Palladium and AuRico Gold. Trent’s commercial experience includes M&A, joint ventures, offtake contracts and over $2.6 billion in equity and debt financings. He was also CEO of Falco Resources, owner of the Horne project which has mineral reserves of over 6 million gold equivalent ounces. As President and Head of Mining of PearTree Securities, Trent created a mining team and led the firm to become the largest provider of flow-through capital in Canada, placing more than $300 million in capital in their first year. Trent holds an EMBA from the Kellogg School of Management and Schulich School of Business, a LL.M from Osgoode Hall as well as a B.A., B.C.L. and LL.B. from McGill University.
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Steven Turner
MD & Executive Director, Pivotal Metals
Steven brings over 25 years of experience in the resource sector, having held senior roles in both industry and investment banking. Steven has been based in London, Aberdeen, Singapore, Brisbane and Madrid and has raised significant capital for the development of resource projects, including equity, bonds and project finance. Steven has led business development for a private base metals company, held CFO roles at both oil and gas and mining exchange listed companies, and has headed the corporate finance function for energy across Asia for a European investment bank. Aside from being Managing Director of Pivotal Metals Ltd, an ASX listed mining company focused on battery metals in Canada, Steven also advises a family office active in the oil and gas industry.
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Paul Artherly
Executive Chairman, Pensana PLC
Paul Atherley is a highly experienced resources sector executive and founder of the Company. Previously Executive Director of the investment banking arm of HSBC he has held a number of senior executive and Board positions in Companies in the sector. He is a strong supporter of women in STEM.
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Dave Storms
Director of Research, Stonegate Capital Markets
Dave joined Stonegate in 2022 and was most recently an equity research analyst at Goldman Sachs. He was formerly a Senior investment analyst at Beneficial Financial Group, an analyst at Valuation Research Corporation, and an investment analyst with The Board of Pensions (PCUSA) focused on public equities. He started his career at Vanguard after receiving his undergraduate degree from Rowan University and a Masters in investment management from Temple University. Stonegate Capital Markets currently works with ~100 public companies across a variety of sectors helping to better build and manage their institutional investor relationships. Affiliate Stonegate Capital Markets (Member FINRA/SIPC) provides equity research and investment banking advisory services.
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Contacts

Erol Girgin
erol@stonegateinc.com
214-987-4121