All Presentations


Year:  

2011

University of South Australia, Adelaide, October 2011
Through a FIRB lens: China's investment and cooperation in the Australian mining industry

University of Science and Technology, Hong Kong, September 2011
The perils of down under: Chinese investment in Australia

Macquarie Capital, Beijing, September 2011
A China Bull Braces for Interesting Times

Redburn Partners, London, September 2011
Continued strong demand

Investec Bank, Cape Town, September 2011
Is it sustainable:  China's demand for coal, iron ore and uranium

Investec Bank, Melbourne, July 2011
China conundrum: Thermal coal? Or Thermonuclear?

Goldman Sachs and Partners (UK) Limited, London, June 2011
China comment: The good, the bad and the ugly

Macquarie Capital, China Conference, Beijing May 2011
Rare earths and water: Two big issues for China

Foreign Correspondents' Club of China, May 2011
Understanding China's impact on global metal markets

UBS Securities Asia, Singapore and Hong Kong, May 2011
The Further Confessions and Concerns of a China Bull

RBS Equities (Australia), Sydney, March 2011
The Confessions and Concerns of a China Bull

Investec Bank, Melbourne, February 2011
The Big Issues for China

2010

UBS Sustainable Development Conference, London, October 2010
Resource Scarcity?: A Case Study in Geological and Political Realities

Investec Bank, Sydney, 14 August 2010
Can China Sustain the New Normal?

CLSAU, London, 12 July 2010
The New Normal: After the Supercycle Met the GFC

Stonybrook University, 3 May 2010
China in Africa: The Beijing Consensus Replaces the Washington Consensus

Pennsylvania State University, Smeale College of Business, 23 March 2010
Corruption, Bad Luck or Incompetence?,: Rio Tinto in China

CLSA AsiaUSA Forum, March 2010
Over Capacity in China: The Case of Steel and the Implications for Iron Ore Prices

CLSA New York Roadshow, February 2010
China's Impact on the International Mining Scene

Pennsylvania State University Forum on Contemporary China, 20 January 2010
China's Emerging Role in Africa

2009

16th CLSA Investors' Forum, Hong Kong, 24 September 2009
China's Steel Industry and its Growing Dependence on Imported Iron Ore

Dragonomics Roundtable, Beijing, May 2009
Energy Efficiency in Chinese Industry

Access China Conference, Beijing, January 2009
China's Infrastructure Boost & Its Impact on 2009 Metal Demand

2008

Dragonomics Energy Conference, Hong Kong, November 2008
Energy Efficency in Chinese Industry

Australia China Business Council, Melbourne, October 2008
China's Infrastructure

Austock Securities, Melbourne& Sydney, October 2008
The Alignment of China's Political Objectives with Economic Reality

Metal Bulletin 23rd International Aluminium Conference, Montreal, September 2008
China's Aluminium and Electric Power Sectors

UBS South Africa and United Kingdom, September 2008
A China Up-Date fo UBS

Stellenbosch University, September 2008
China's Commodity Super-Cycle and Opportunities for Africa

13th CLSA China Forum Shanghai, May 2008
Change in China's Aluminium Industry

Macquarie Bank China Day Conference Cape Town, 1 Feburary 2008
China's Aluminium and Electric Power Industries

Deutsche Bank Access China Conference Beijing, 24 January 2008
The Outlook For Non-Ferrous Metals

2007

Caylon Securities, New York 7 November 2007
A Review of the Global Mining Industry

CLSA China Forum Shanghai, May 2007
China's infrastructure and its needs for metals

CLSA Japan Forum Tokyo, April 2007
China's Commodities Supercycle

CLSA Japan Forum Tokyo, February 2007
2007 Update on The Super Cycle: China's Role In It

2006

CLSA University, Edinburgh, 1 August 2006
The Super Cycle: China's Role In It

US Council on Foreign Relations, Industrial Innovation in China Conference, New York 24 July 2006
Technological adoption and adaptation in an "open" market: the case of China's magnesium industry

Deutsche Bank, Access China Conference, Beijing February 2006
Issues Confronting China’s Minerals and Metals Industries

2005

Metal Bulletin 2nd Chinese Copper Conference 21-23 November, 2005
The Dragon Constrained

CLSAU, Executive Education (November  2005)
The Dragon Constrained

U.S.News and the Neil D. Levin Institute of Graduate of International Relations and Commerce at the State University of New York. (June 2005)
Panel discussion on China

Deutsche Bank, Expert Series (January 2005)    
China's Metals and Mining Industries
A Close Look At China's Aluminium Industry

CLSAU, Executive Education (January 2005)
Commodities: China Aluminium

2004

10th Metal Bulletin China Metals Conference, Shanghai (October 2004)
Alumina and Energy: Barriers to Growth - True or False

Metal Events China Strategies Conference, Hong Kong (September 2004)
An Overview of China's Railway Logistics

Australian Journal of Mining China Aluminium Conference, Sydney (February 2004) 
China's Alumina Industry
China Overview: Alumina and Aluminium Dynamics

2003

5th China Asia Aluminium & Alloy Markets, Shanghai (February 2003)
China in the Era of Global Over Supply

2002

9th Metal Bulletin China Metals Conference, Shanghai (October 2002)
Challenge for Chinese Metals

Salomon Smith Barney China Resources Conference, Sydney (December 2002)
Some Thoughts on China's Aluminium Industry

9th Metal Bulletin China Metals Conference, Shanghai (October 2002)
Challenge for Chinese Metals

Australian Journal of Mining Light Metal Conference, Gladstone (October 2002)
The Global integration of China's Magnesium Industry

China - Strategies for the Metals Industry, Hong Kong (May 2002)
Electricity - The Throttle to China's Non-ferrous Metals Industry

2nd China Non-Ferrous Metals Industry Investment and Trade Forum, Beijing (May 2002)
Will China's Aluminium Industry Continue to Boom?

4th China/Asia Aluminium Markets Conference, Shanghai (March 2002)
China's Role in the Global Aluminium Industry

2001

2001 China Magnesium Forum, Beijing (November 2001)
Australia's Magnesium Projects

Metal Bulletin 7th China Metals Conference, Shenzhen (November 2001)
China's Magnesium Industry - Will the Bubble Burst?

2000

Metal Bulletin 6th China Metals Conference, Beijing (September 2000)
Assessing the Quality of China's Aluminium Assets: An International Standpoint

CRU 5th World Alumunium Conference, London (June 2000)
China's Aluminium Industry: Problems, Prospects and Possibilities



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