Name: Mining Indaba
Start: 2026-02-09T10:30:00+02:00
End: 2026-02-12T15:30:00+02:00
Location: CTICC

Ying Lu

Principal Analyst Project Blue

Ying is a Principal Analyst at Project Blue, with over 10 years of experience in the metals and mining sector. She brings deep expertise in critical minerals and supply chain analysis, combining industry knowledge with strategic insight to drive impactful research. At Project Blue, her work includes cost and market analysis for copper, cobalt and molybdenum, in addition to supporting the broader research team. Before joining Project Blue, Ying held senior analyst positions at Wood Mackenzie and Roskill. She also gained hands-on experience as a metal trader and supply chain specialist in the mining and energy sectors, developing a wide-reaching industry and academic network across Asia and Europe. Ying has effectively leveraged her deep expertise in critical minerals to blend technical insight with business acumen, enabling her to identify and interpret key trends shaping these vital markets. Her insights on battery raw materials are regularly featured in leading industry media and journals, making her one of the most influential voices in the global battery metals space.

2026 Agenda Sessions

Dual-use dilemma: Balancing reliable mineral access and ensuring responsible supply chains for green

Africa stands at the heart of the global race for minerals, essential for the green energy transition, advanced robotics, Artificial Intelligence, and defense technologies. In this context of high market demands, ensuring reliable mineral access is critical. Moreover, with vast (untapped) reserves, Africa has the potential to shape the future of clean energy and technological innovation through supplying the minerals that are in high demand globally, while also stimulating sustainable development for its population through building responsible and reliable mineral supply chains. It will also address the question: is there an opportunity for African markets, including ASM? This session will be run as an interactive workshop. Looking at the full value chain, it explores the competing demands across sectors; scrutinizes the (complementary) roles and responsibilities of different actors, including governing institutions, up-, mid- and downstream companies, as well as artisanal and small-scale mining; and examines the connection between responsible investment and building secure supply chains.

Tuesday 10 February 14:00 - 16:00 Okavango Delta Stage (CTICC2 - Level 1)

Add to calendar 02/10/2026 14:00 02/10/2026 16:00 Dual-use dilemma: Balancing reliable mineral access and ensuring responsible supply chains for green Africa stands at the heart of the global race for minerals, essential for the green energy transition, advanced robotics, Artificial Intelligence, and defense technologies. In this context of high market demands, ensuring reliable mineral access is critical. Moreover, with vast (untapped) reserves, Africa has the potential to shape the future of clean energy and technological innovation through supplying the minerals that are in high demand globally, while also stimulating sustainable development for its population through building responsible and reliable mineral supply chains. It will also address the question: is there an opportunity for African markets, including ASM? This session will be run as an interactive workshop. Looking at the full value chain, it explores the competing demands across sectors; scrutinizes the (complementary) roles and responsibilities of different actors, including governing institutions, up-, mid- and downstream companies, as well as artisanal and small-scale mining; and examines the connection between responsible investment and building secure supply chains. Okavango Delta Stage (CTICC2 - Level 1) Africa/Johannesburg

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