2019 Agenda 2 & 3 October




2nd – 3rd October 2019


The Inanda Club, Inanda, JHB




Pre-Conference Gala Dinner:  Tuesday 1st October 2019


Keynote Speaker:  Mark Cutifani, Chief Executive, Anglo American




Conference Day One: Wednesday 2nd October 2019





Chairman's Welcome
    Bernard Swanepoel


The road to Zero Harm
    Mxolisi Mgojo, President, Minerals Council South Africa and CEO, Exxaro


Opening Ministerial Keynote Address
Have we secured energy for the country and the industry?
Are we making the right trade-offs with water security and the environmental framework to enable mines to operate and be built?
Are we at a point of policy acceptability to attract investment and ensure growth?


Session One
South Africa through the eyes of the Mining CEO: how does the world see us?
How does “the world” see us as an investment destination?
What are CEOs telling international investors and what are investors telling CEOs?

    Chair: Peter Steenkamp, CEO, Harmony Gold Mining Company

    Chris Griffith, CEO, Anglo American Platinum
    Mike Teke, CEO, Seriti Resources


Keynote Address
Navigating ever-changing perceptions and demands in the mining industry: an international CEO’s perspective

    Mark Cutifani,
Chief Executive, Anglo American


Morning Refreshments


Keynote Address
Bulk Mining - how the market is unfolding:  an international perspective
Challenges and opportunities in South Africa

    Mike Fraser, President and Chief Operating Officer, Africa, South32


Session Two
Mining in the Current Economy:  the impact of the economy on mining
What’s happening economically and how is this impacting the mining industry?

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

    Lullu Krugel, Chief Economist, PwC
    Thabi Leoka, Economist
    Ntsiki Adonisi-Kgame, Director, ENSafrica


Lunch and Networking           


Session Three
Mining PGMs
Is the future in our own hands?
Can we create/grow demand?
Do we have capital discipline to ensure we don’t under/over supply?
Can we do what it takes to fix legacy issues ie “dieselgate”?

    Chair: Delia Ndlovu, Managing Director: Africa Tax & Legal, Deloitte

    Nico Muller, CEO, Impala Platinum
    Steve Phiri, CEO, Royal Bafokeng Platinum
    Trudi Makhaya, CEO, Makhaya Advisory
    Arnold van Graan, Analyst: Mining, Nedbank CIB


Session Four
Bulk Mining:  South Africa’s Opportunities and Challenge
What are bulk miners’ expectations for market pricing and demand?
Is China still ‘the’ market or are there emerging opportunities elsewhere?
Managing pit-to-port costs and logistics challenges
Are there any SA-specific growth opportunities and threats?
Should bulk miners be compelled to beneficiate?

    Chair: Ntombi Mhangwani, Director for Integrated Marketing and Communications & Women's Forum Lead, 

     Accenture Africa  

    Themba Mkhwanazi,
CEO, Kumba Iron Ore
    André Joubert, Chief Executive: Ferrous Division, African Rainbow Minerals
    Andries van Heerden, CEO, Afrimat
    Dr Popo Molefe, Chairperson, Transnet SOC Ltd. 
    Jabu Mdaki, General Manager, Operations, RBCT


Afternoon Refreshments


Session Five
Coal Mining:  Outlook for Coal Mining and SA Coal
Where is coal as part of the energy mix?
Can we use coal sustainably through technology?
How do we transition to the future?
Outlook for demand internationally

    Chair: Henk de Hoop, Business Development Director, Rand Merchant Bank 

    July Ndlovu, CEO, Anglo American Coal South Africa
    Lucky Kgatle, Senior Vice President, Sasol Mining
    Dr Nombasa Tsengwa, Executive Head Coal Operations, Exxaro Resources
    Vuslat Bayoglu, Managing Director, Menar


Session Six
Who’s building mines right now?  Capital expansion projects and new mines
Who’s building mines right now? Capital expansion projects and new mines
Where are the new mines to be found?
How do you allocate capital to a new mine? 
Where is growth coming from?

    Chair: Alistair Hodgkinson, Executive Vice President, EMEA, DRA Global

    Gerick Mouton, Senior Vice President, Ivanplats
    Mpumi Zikalala, Managing Director, De Beers Group Managed Operations
    Satish Kumar, Director – Projects, Vedanta Zinc International 
    Errol Smart, Managing Director & CEO, Orion Minerals


End of Day One followed by Cocktail Reception


Conference Day Two: Thursday 3rd October 2019




Chairman’s Opening Remarks


Session One
The International Mining Investment Landscape
How does SA look as an investment climate compared to other jurisdictions?
Are we at a point of policy acceptability to attract investment and ensure growth?
Can the current policy environment promote mining and mining investment?
Is the certainty/stability that investors need there?
What do international investors think now?
Is there anything they still don’t like?
Is there a disconnect between perceptions and reality?
Is there more work to be done to win back the trust of investors?

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

    This panel includes a Live Link up with:
    Evy Hambro, BlackRock (London)
    And George Cheveley, Portfolio Manager, Investec Asset Management (London)

    Sandy McGregor, Portfolio Manager, Allan Gray
    Myuran Rajaratnam, Portfolio Manager, Metal Industries Benefit Funds Administrators (MIBFA)


Session Two
What is the role of Unions in the mining industry?
How is the nature of Unions changing?
How can they unlock value?
What should Unions do to make the SA mining industry investable and prepare it for the future, i.e. the 4th industrial revolution?

    Chair: Bobby Godsell

    Frans Baleni, Director, F11 Consulting
    David Sipunzi, General Secretary, National Union of Mineworkers
    Irvin Jim, General Secretary, NUMSA
    Dawie Roodt, Chief Economist, Efficient Group


Morning Refreshments


Session Three
Capital Allocation through the cycle and into the future
How are you allocating capital through the cycle?

    Chair: Paul van Zijl, Executive Director, Sub-Sahara Africa Natural Resources, J.P. Morgan

    Emma Chapman, Head Investor Relations, Anglo American Platinum
    Meroonisha Kerber, Chief Financial Officer, Impala Platinum 
    Boipelo Lekubo, Chief Financial Officer, Harmony Gold Mining Company Limited
    Abigail Mukhuba, Finance Director, African Rainbow Minerals 
    Charl Keyter, Chief Financial Officer, Sibanye-Stillwater


Session Four
How do we catch up with the future?
Technology, diversity, skills, green economy, consumer demands, ESG
Future gadgets and mining – what technology needs from mining

    Chair: Andries Rossouw, Partner, PwC South Africa

    Pleasure Mnisi, Manager, Business Optimisation, Exxaro Resources
    Arjen de Bruin, Managing Director, OIM Operations Solutions
    Thabile Makgala, Executive: Mining, Impala Platinum; Chairperson, Women in Mining SA (WiMSA)
    Alex Fenn, Head of Technology and Innovation, Sibanye-Stillwater
    Rachael Bartels, Chemicals and Natural Resources Industry Managing Director, Accenture


Lunch and Networking


Session Five
Energy Security
How do we ensure security of energy supply for the future?  Eskom’s Perspective
The future energy mix: coal, renewables, natural gas, petroleum, nuclear? What will the future energy mix look like?
Are we moving away from coal towards alternative sources of energy?
What are the alternatives and the costs?
Who is investing and what are the challenges?
The future of Eskom and its coal supplies
What kind of Eskom will we see going forward?
Is Eskom getting its house in order?
Followed by Q&A

    Dr Jabu Mabuza, Group Chief Executive, Eskom


Session Six
The Transition from Coal to the Future
Beyond coal: the “just transition” from coal to renewables
How do we move from coal fired power to future energy sources?

    Chair: Brian Dames, CEO, African Rainbow Energy & Power

    Mxolisi Mgojo, President, Minerals Council South Africa and CEO, Exxaro
    Claude Baissac, Chief Executive Officer, Eunomix
    Mosa Mabuza, Chief Executive Officer, Council for Geoscience


Afternoon Refreshments


Session Seven
What Materials will benefit from the future energy landscape?
The Energy Transition:  What does it mean for mining?
Which new energy materials will be needed in the future? Are we sure? Do we know?
What are the metals of the future for batteries and storage?
Vanadium, Lithium, Cobalt, PGMs

    Chair: Andrew Lane, Energy and Resources Leader, Deloitte Africa

    Paul Chimbodza, Executive Director, Prospect Lithium Zimbabwe
    Fortune Mojapelo, CEO, Bushveld Minerals
    Richard Stewart, Executive Vice President Business Development, Sibanye-Stillwater 
    Billy Mawasha, Director, Kolobe Nala Investment Company


Session Eight
ESG:  What should mining companies be doing to promote a culture of environmental/ social responsibility and good governance?
What does real, good governance look like?
Have we done enough to root out corruption and ensure good governance and ethical leadership? What more needs to be done?
How are we doing in relation to global indices?
Spotlight on ESG – shining the light onto how this space has changed, ethics, governance
The mining permitting process, SLPs, Royalties

    Chair: Nolitha Fakude, Chairperson, Management Board, Anglo American in South Africa

    Robin Bolton, Executive Head: Sustainability, IsoMetrix
    Cobus Loots, CEO, Pan African Resources
    Francois Joubert, Partner & Head, Environmental Practice, Fasken
    Jongisa Magagula, Head Investor Relations, African Rainbow Minerals

17:00 – 19:00

Wine Tasting and End of Conference




Come and join in the conversation @joburgindaba


By the Industry for the Industry




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