Live Conference Program

Live Conference Program

Click on the sessions below to see our amazing line up of keynote speakers and presentation topics. 

Live sessions will be hosted in Australian Eastern Standard Time (AEST) and recordings will be made available on-demand for up to 6 months post event.

SESSION 1: Broader Nuclear and Uranium Industry - The Current and Future Market | Tuesday 30 June 2020 AEST

9.00am – 9.05am | Welcome from Conference Chair
Mark Chalmers FAusIMM, Conference Chair and President/CEO of Energy Fuels Resources

9.05am – 9.10am | Ministerial Address
Hon Dan van Holst Pellekaan MP, Minister for Energy and Mining

9.10am – 9.15am | AusIMM Welcome
Janine Herzig FAUSIMM(CP), AusIMM President

9.15am – 9.40am | Uranium Market Update 2020
Treva Klingbiel, President, TradeTech

9.40am – 10.05am | History Indicates becoming a Uranium Producer is both Difficult and Rare
John Borshoff, Managing Director/CEO Deep Yellow Limited

Our short 70-year nuclear history shows some sobering tendencies that need to be recognised and learned from. Uranium supply has a tortured past affected by a highly episodic past reflecting conflict, energy crisis, innovation, accidents, natural disasters, global warming and emergence of renewables. Chernobyl and Fukushima specifically have contributed dramatically to the boom-and-bust cycles affecting supply imbalance and capability at the junior end. A study of the uneven uranium supply history can give us insight into how we may best deal with future new supply by better appreciating the limitations that exist in our sector due to past influences. Our sector is showing early signs of recovery with the strong possibility of another boom occurring in the mid-term. A history of poor performance in the junior sector could repeat itself with even further erosion of expertise in the post Fukushima era. The major producers will continue being the mainstay of supply and will contribute a large part of growing supply needs. A significant portion of new uranium supply will however need to come from juniors. The problem with this is there will be few companies able to achieve and manage large scale production operations from the cradle to the drum. It is for this reason I see supply shortage further exacerbated by shortcomings in our sector that are of no fault of our own but more a reflection of history and this is a serious problem to overcome.

10.05am – 10.30am | Price is Everything
Mike Alkin, Chief Investment Officer and Founder of Sachem Cove Partners, LLC

Mike will be discussing the role price plays in uranium supply and the prices needed to provide utilities security of supply.

10.30am – 10.45am | 15 Minute Break

10.45am – 11.30am | Panel Discussion and Q&A
Panellists: Treva Klingbiel, John Borshoff, and Mike Alkin
Facilitator: Matthew Gordon, Partner & CIO, Ptolemy Capital & Founder, Crux Investor

11.30am – 12.00pm | Networking

 

Session Sponsor:

SESSION 2: Policy and Strategy for a Nuclear Future | Wednesday 1 July 2020 AEST

9.00am – 9.05am | Welcome from the Session Chair
Greg Hall FAusIMM, CEO and Executive Director – Alligator Energy Ltd

9.05am – 9.30am | The Politics of Nuclear Technology in Australia
Ted O’Brien MP, Chair of the House of Representatives Environment and Energy Committee

9.30am – 9.55am | Nuclear energy and uranium mining in Australia and the recent parliamentary inquiries
Patrick Gibbons, Principal Adviser – Energy, Minerals Council of Australia

The presentation will look at the recent parliamentary inquiries in Australia, public attitudes towards nuclear power and uranium mining and how Australia is now having a more in-depth conversation about nuclear energy.

9.55am – 10.20am | An international perspective on the future path of nuclear energy
Christophe Xerri, Director IAEA

How can the world meet climate goals while at the same time extending access to reliable, clean and affordable energy to the growing world population, meeting development aspiration of many countries and ensuring resilience and energy security? An increasing number of energy and climate experts consider that nuclear is one such technology. The existing fleet is performing well, many new power plants are being built in China, India and elsewhere to provide electricity for the coming 60 to 80 years.  And the industry is busy developing a new generation of reactors aimed at being more efficient, versatile and cost-effective. Some developments are focused on smart small size solutions which could well integrate in a decentralized grid with a high share of renewable electricity. Some other developments are looking at the deployment of new types of reactor technology. Recycling of used fuel has a future but will not reduce the need for fresh uranium any time soon. Since the middle of last century, uranium has sustainably fuelled the fleet of nuclear power plants in the world; it will continue to do so well into the next century.

10.20am – 10.35am | 15 Minute Break

10.35am – 11.05am | Q&A Session
Ted O’Brien, Patrick Gibbons and Christophe Xerri

11.05am – 12.00pm | Networking 

SESSION 3: Current Uranium Market and Investment | Tuesday 7 July 2020 AEST

9.00am – 9.05am | Welcome from the Session Chair
Duncan Craib, Managing Director/ CEO – Boss Resources

9.05am – 9.30am | The Uranium Market in 2020 and Beyond
Marcelo Lopez, Managing Partner & Senior Portfolio Manager, L2 Capital

9.30am – 9.55am | Stock Selection at the Bottom of the Uranium Commodity & Capital Cycle
Adam Rodman, Founder and portfolio manager, Segra Capital

9.55am – 10.20am | The Landscape of Australian Uranium Supply and Chinese Demand
Guy Keller, Commodity Specialist and PM Nuclear Energy Opportunities Fund, Tribeca Investment Partners

10.20am – 10.35am | 15 Minute Break

10.35am – 11.30am | Panel Discussion and Q&A
Panellists: Marcelo Lopez, Adam Rodman and Guy Keller
Facilitator: Andrew Weekly, Founder & CEO – SmithWeekly Research

11.30am – 12.00pm | Networking 

SESSION 4: New Nuclear Technologies and Small Modular Reactors | Wednesday 8 July 2020 AEST

9.00am – 9.05am | Welcome from the Session Chair
Patrick Gibbons, Principal Adviser – Energy, Minerals Council of Australia

9.05am – 9.30am | Putting science to work: Australia’s nuclear capabilities and the science of nuclear power
Adi Paterson, CEO, ANSTO

9.30am – 9.55am | NuScale Power for Clean Energy in Australia
Jay Surina, Chief Financial Officer NuScale

NuScale Power is developing a new, modular light water reactor nuclear power plant to supply energy for district heating, desalination, and process heat applications. This groundbreaking small modular reactor (SMR) design features a fully factory fabricated NuScale Power Module capable of generating 60 MW of electricity using a safer, smaller, and scalable version of pressurized water reactor technology. The presentation will cover the basic technology behind the SMR, applications for reliable clean energy solutions, and the current status of commercialization and deployment.

9.55am – 10.20am | SMRs for Australia
Tony Irwin, Technical Director, SMR Nuclear Technology Pty Ltd

Small reactors have been common in submarines and icebreakers where reliability is essential. The  new generation of multipurpose Small Modular Reactors (SMRs) would provide reliable, low emissions power and process heat for Australia.  This presentation will review the advantages of SMRs and show two examples of exciting projects.

10.20am – 10.45am | True Cost of Small Modular Reactors
Ben Heard, Consultant, Frazer-Nash Consultancy and Founder, Bright New World

Levelised cost of electricity is one of the most commonly deployed metrics to guide the conversation in comparing the costs of different sources of electrical power. However, LCOE is poorly understood outside of specialist circles, provides a limited view of system value, and is determined based on inputs that might be of higher or lower quality and rigour. This seminar reviews the costs recently published for small modular reactors by CSIRO in the GenCost process. We will review the methodology and inputs, vary and in some case correct key assumptions, and demonstrate the impact on levelised cost of electricity. We will examine the ‘value stack’ in relation to SMR nuclear to illustrated the limited insight provided by LCOE when used in isolation. Attendees will come away with an improved understanding of the strengths, weaknesses and pitfalls with using this common metric, and an informed positioned on how it might be applied to an emergent class of technology.

10.45am – 11.00am | 15 Minute Break

11.00am – 11.30am | Panel Discussion and Q&A
Panellists: Adi Paterson, Jay Surina, Tony Irwin and Ben Heard
Facilitator: Patrick Gibbons, Principal Adviser – Energy, Minerals Council of Australia

11.30am – 12.00pm | Networking 

SESSION 5: Uranium Exploration and Initiatives | Thursday 9 July 2020 AEST

9.00am – 9.05am | Welcome from the Session Chair
Marc Twining MAusIMM, Senior Principal Geoscientist – Department For Energy & Mining (South Australia)

9.05am – 9.25am | Uranium geology quo vadis?
Andy Wilde, Chief Geologist, Deep Yellow Limited

The world’s nuclear reactors consume the equivalent of two or three moderately sized uranium deposits every year; however, discovery of new high-quality resources has been insufficient to replenish losses.  Conventional exploration philosophy can be effectively applied through quantitative mineral prospectivity maps at the scale of individual countries, if not globally.  Crowdsourcing offers an alternative whereby companies can call upon a vastly increased range of talent and expertise and thinking that is not constrained by conventional paradigm.   Another key role for the uranium geologist will be in the field of geometallurgy:  a better and more complete understanding of metallurgical characteristics at orebody scale is key to profitable mining.  It is clear, however, that the industry in partnership with academia will need to remedy the shortage of well-trained uranium geoscientists, and to support further research and development particularly in the fields of geometallurgy and exploration science.

9.25am – 9.45am | Accelerated Discovery Initiative: Drilling and Innovation Cofunding Program
Alexandra Blood, Executive Director, Mineral Resources Department for Energy and Mining

An update on the status of South Australia’s leading innovative cofunding program: the Accelerated Discovery exploration initiative. Commencing in the 2019/2020 financial year, this 3 year Government cofunding program provides financial support to drilling, geophysics, innovation, research collaborations and Aboriginal employment in the exploration sector. Exploration is recognised as vital to mineral discovery and innovation to the ongoing effectiveness, efficiency and growth of this industry.

9.45am – 10.05am | Exploration update for the Honeymoon Uranium Project – the introduction of innovative survey techniques to enhance more than 40 years of exploration
Asha Rao, Geology Manager, Boss Resources

Since acquisition of the Honeymoon Uranium Project in 2015, Boss Resources has combined more than 40 years of exploration data with knowledge gained from the more recent Field Leach Trials (2017), doubled the original Global Mineral Resource (2019), updated the Exploration Target (2019) and introduced low-cost, non-invasive geophysical survey techniques to more accurately map palaeovalley and palaeochannel systems. The surveys successfully mapped narrow palaeochannels within the broader Yarramba Palaeovalley, confirming current exploration models and highlighting prospective drill targets, proving that effective exploration can be completed with alternative and innovative techniques at a fraction of the cost of conventional geophysical methods.

10.05am – 10.25am | From exploration to a production mindset – Grade control at Mulga Rock
Xavier Moreau, General Manager of Geology for Vimy Resources

10.25am – 10.45am | Insights into uranium potential: the past and present providing insights to the future
Mark Mihalasky, Uranium Production Specialist – International Atomic Energy Agency (IAEA)

The International Atomic Energy Agency supports its Member States in the uranium (and thorium) production cycle via capacity building and via development and dissemination of reference material, concepts and data necessary to assess current and future raw material resources. A range of recent IAEA outputs had provided a platform for assessment of energy mineral resources utilising rigorous statistical techniques. One of these techniques, the so-called Three Part Method, forms the basis for ongoing assessment work for the next generation of ‘time frames’ suitable for necessary long term security of supply.  Assessment approaches for raw material can include holistic concepts of modelling infrastructure and considering uranium-resources-in-waste related to uranium deposits.

10.45am – 11.00am | 15 Minute Break

11.00am – 11.25am | Q&A Session
Andy Wilde, Alexandra Blood, Asha Rao, Xavier Moreau, and Martin Fairclough

11.25am – 11.30am | Conference Close
Mark Chalmers FAusIMM, Conference Chair and President/CEO of Energy Fuels Resources

 

Session Sponsor:

* Please note: the program is subject to change at any time at the discretion of the organising committee.