About the Webinar
The second session in China Macro Groups 'Sector Dialogues' webinar series, Markus Hermann Chen, Co-Founder and Managing Director of China Macro Group, will be in conversation with esteemed guest Mr. David Bo, Independent Director of Zijin Mining, Asia Potash, and Lingbao Gold.
As global competition intensifies over critical minerals, the race to secure stable and diversified supply is rapidly reshaping the industry—redefining investment strategies, supply chain configurations, and international partnerships.
Against this backdrop, China is advancing a more integrated approach to strategic resource governance. A key policy signal from the 2024 Third Plenary Session of the 20th CPC Central Committee’s Decision on Further Deepening Reform and Advancing Chinese Modernization calls to”完善战略性矿产资源探产供储销统筹和衔接体系” (Improve the overall planning and coordination system for the exploration, production, supply storage and sales of strategic mineral resources), underscoring the importance of coordinating the full value chain—from exploration and production to supply, storage, and end-use.
In this webinar, Mr. David Bo will share insights from both policy and industry perspectives, exploring:
- How the global race for critical minerals is reshaping the sector
- China’s approach to building an integrated “探产供储销” system
- The implications for supply chain security and industrial resilience
- What this means for international business, investors, and policymakers
Mr. David Bo has over 30 years of experience in mining and oil & gas, beginning his career at PetroChina before joining the Ivanhoe group in 1996, where he held various managerial roles, including General Manager of Business Development at Ivanhoe Capital Corporation. Over the past 20 years, he has served on the boards of multiple international companies and advised firms on mergers & acquisitions, financing, corporate development, and joint ventures.
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About the Webinar Series
DCBF is thrilled to announce a new thread of webinars launched by China Macro Group (CMG), focusing on key sectors of the Chinese economy. Their goal is to curate relevant and practical dialogues with sector representatives engaging on wide-ranging issues across market and policy trends, as well as the role of foreign business, geopolitical factors or sector sentiment more generally.
Building on their 'Staying in Dialogue with China' webinar series which focuses on macro policy factors using a political economy lens to discuss relevant trends and impacts for international business, whereas the ‘Sector Dialogue’ are designed to help connect the macro- to the meso-, and ultimately the micro-level business picture across different sectors in the Chinese economy.
