Event programme
Friday 16th May 2025
Turbulence in PGMs
Today’s Oxford Platinum Lectures will centre on Turbulence in PGMs: Signals, Noise, Strategy, bringing together leaders from across the platinum group metals and critical minerals landscape. Throughout the day, speakers and panellists will examine the complexities shaping PGM markets, from shifting geopolitical dynamics and technology pathways to evolving supply, demand, and investment signals. The programme is designed to foster informed discussion and strategic insight, continuing the Lectures’ tradition as a trusted forum for independent debate within the global PGM community. This year's event will be held at the Sultan Nazrin Shah Centre, Worcester College, University of Oxford.
Programme
09h00-10h00 − Registration and reception
Coffee and light brunch available
Setting the scene
10h00-10h10 − Welcome
Henk de Hoop, Chief Executive Officer, SFA (Oxford)
10h10-10h30 − The Platinum Standard 2026
Beresford Clarke, Managing Director: Technical & Research, SFA (Oxford)
The future PGM miners
10h30-11h00 − PGM project pitch presentations
Marna Cloete, President & CEO Ivanhoe Mines (Ivanplats)
Phoevos Pouroulis, Chairman, Karo Mining Holdings (Karo Platinum Project)
Roger Baxter, Executive Chairman, Southern Palladium
11h00-11h30 − Panel – PGM projects - leadership discussion
Marna Cloete, Phoevos Pouroulis, Roger Baxter
11h30-12h00 - Break
The incumbent PGM miners – CEO panel
12h00-12h45 − Sustain, grow, capital & dividends – managing mines through volatility
Sibanye-Stillwater, Richard Stewart, CEO
Valterra Platinum, Craig Miller, CEO
Impala Platinum, Nico Muller, CEO
12h45-13h30 − Buffet Lunch
Managing PGM metal demand through price cycles
13h30-14h00 − Price cycle impacts on recycling and metal services
Tim Ingle, SVP, Precious Metal Services and Recyclings, BASF
14h00-14h30 − A Traders Perspective – Lease rates and metals management in volatile markets
Dominik Sperzel, Head of Trading, Heraeus
14h00-14h30 − Market development’s key role in positioning PGMs for long-term resilience
Hilton Ingram, Executive Head of Marketing, Valterra Platinum
15h00-15h30 − Afternoon tea/Coffee
Market development panel discussion
15h30-16h10 − The need to create the PGM applications for the future
Kleantha Pillay, EVP Sales & Marketing, Sibanye-Stilwater,
John Cullen, Global Commercial Director, Platinum Group Metals Services, Johnson Matthey
Hilton Ingram, Executive Head of Marketing, Valterra Platinum,
Gaku Imajo, Business Development Manager, Mineral Resources Division, Mitsubishi Corporation
China’s shifting impact on PGM markets
16h10-16h50 − China's PGM Demand Under the 15th Five-Year Plan (2026-2030): A Five-Year Outlook and Beyond
Jason Jiang, Head of China Research, WPIC
16h50-17h00 − Closing remarks
Henk de Hoop, Chief Executive Officer, SFA (Oxford)
17h00-19h00 − Drinks Reception
Canapés in the Sultan Nazrin Shah Centre
SFA (Oxford) is committed to the responsible provision and consumption of alcohol at platinum industry functions. The commitment is made concerning the safety of the attendees at the functions and also the general public and consideration of those who choose not to consume alcohol or who are affected in any way by the misuse of alcohol.
Alongside the Lectures, the Annual Golf Day on 16 May provides an additional opportunity to strengthen relationships and continue discussions in a more informal setting. Together we can build a clearer view of what is achievable, what is required and where collaboration can bring meaningful progress.
How can we help you?
SFA (Oxford) provides bespoke, independent intelligence on the strategic metal markets, specifically tailored to your needs. To find out more about what we can offer you, please contact us.