Patrick Chovanec

Patrick Chovanec

Economic Advisor at Silvercrest Asset Management and former Professor at Tsinghua University

Patrick Robert Chovanec is an American Economic Advisor at Silvercrest Asset Management. He is a former adjunct professor at the School of International and Public Affairs, Columbia University, a former professor at Tsinghua University's School of Business and Management in Beijing, China, and a former political aide to senior Republican Party leaders in the U.S. He is a frequent commentator on the Chinese and global economies. His blog was named by the Wall Street Journal as one of "The Best Economics Blogs" for 2010. In 2014, Business Insider named him one of "The 102 Finance People You Have to Follow on Twitter".

Keynote Speaker: SESSION: Economy
World Economy and Black Swans: How can we reset our path towards sustainability, profitability and growth?

Panelist: SESSION: Investment
Is it Survival of the Bravest? How can we increase prospects of investments in the world of green and low carbon aluminium?

All Sessions by Patrick Chovanec

12:00 pm - 12:40 pm

Economy | World Economy and Black Swans: How can we reset our path towards sustainability, profitability and growth?

In a post pandemic world, suffering from war, inflation and other difficult challenges, the global economy has suffered many shocks from these external forces. This has taught us a lot from a macro-economic and strategic point of view.

  • Things look bad at the moment with crude oil prices, shipping costs, supply chain imbalances and high inflation. Are we at the bottom of this cycle? What are the challenges ahead of us?
  • What are the macro issues ahead that will affect industry in general and aluminium in particular?
  • What parameters do we need to reset, to protect us against future blows?
  • Can we capitalize on the lessons learnt to thrive in the future?

1:00 pm - 2:00 pm

Investment | Is it Survival of the Bravest? How can we increase prospects of investments in the world of green and low carbon aluminium?

  • Let's look at the world map - what is the status quo? Where are the big investments in aluminium smelters happening around the world? Are there any new smelters being commissioned?
  • What are Investors' priorities in terms of return of investment? What are the elements that need to be considered for investing in new smelters or pursuing expansions? Is the current risk vs. reward balance against investment?
  • What about inert anode? Hydroelectricity? Green Aluminium? Carbon capture and storage? What are the key prospects to opening new capacity or upgrading existing plants?
  • Are there limitations from governments about energy consumption limits that affect the aluminium business investment decisions?
  • Can existing smelters survive if they do not invest in green aluminium?
  • Do investors see more value in investing in primary smelting? upstream? downstream?
  • How can we better manage investors risks?