10:00-12:30: Policy & regulations

13:00-15:00: Recycling & black mass

15:30-17:00: AI & digital innovation

Make the most out of your conference experience and join us for a pre-event day workshop where we’ll delve into topics such as Policy & Regulations, Recycling & Black Mass, and AI & Digital Innovation. Click here to view the latest agenda. Please note that attendance for this day requires an additional fee

As we reach the midpoint of this decade, despite ambitious targets, the road to electrification is fraught with challenges: from managing raw material oversupply to addressing slowing EV demand and evolving regulatory landscapes. How should regions redefine their approaches to electrification to maintain momentum, adapt infrastructure and policies, and shift from merely replacing ICE vehicles to fostering a more sustainable, safe and inclusive electric future, including grid infrastructure improvement, EV flexible ownership, e-taxis and more?

– How can different regions align their policy frameworks to address oversupply, slowing EV demand, and support a more diverse electrification strategy?

– What lessons can we learn from setbacks and successes in global markets, and how can these insights be applied locally to promote sustainable growth?

– How should public perceptions, infrastructure investments, and economic incentives evolve across regions to accelerate the electrification agenda in the second half of the decade?

– AI & Digital Innovation and the future of e-mobility

The session will explore the timeline and conditions for a rebound in EV and battery material demand, regional variations in recovery factors, current barriers to widespread adoption, strategies to maintain growth despite market challenges and insights into differing demand patterns across key markets.

– When and how is demand for EVs and battery materials expected to rebound? 

– Key factors driving recovery across different regions

– What are today’s barriers to mass adoption?

– Recent EV battery fires in Korea and customer sentiment towards EV adoption

– Innovative strategies to sustain growth amid slowing EV adoption and market overcapacity

– How will demand patterns differ across regions? (e.g., Asia, China, US, Europe)?

Explore when the oversupply of key battery materials might balance with demand, the strategies for navigating low-profit margins, the challenges of localisation, and the impact of geopolitical tensions, tariffs, and regulations.

– When is the oversupply of battery materials like lithium, cobalt, nickel, graphite and manganese expected to balance with demand?

– What strategies can producers adopt to navigate current overcapacity and low-profit margins?

– Can the US and Europe develop efficient supply chains for EV materials, or will they remain dependent on Chinese supply?

– What strategies can smaller and junior miners use to survive?

– How will geopolitical tensions, regulations and tariffs shape the future?

The presentation will provide a forecast on market dynamics and future expectations, focusing on the factors shaping the global availability, costs and trade flows of lithium.

– Lithium supply, demand & pricing outlook

– How are shifting battery chemistries impacting the demand 

Join an open and honest discussion that dives into the future of the EV battery industry in the context of global geopolitical and geoeconomic shifts. With a focus on both challenges and opportunities, we’ll discuss whether the sector can thrive outside of China’s influence—or if collaboration with Chinese-owned entities remains essential for growth. Raj Surendran, leading a partly Chinese-owned business, will provide unique insights into navigating this complex landscape from the perspective of materials miners, refiners, cathode producers, and battery manufacturers.

– Strategic leadership in the rapidly evolving market: Challenges and opportunities in leading a partly Chinese-owned business amid global geopolitical shifts

– Can the sector thrive outside of China’s influence—or does collaboration with Chinese-owned entities remain essential for growth?

– How can Chinese expertise be leveraged successfully to create more efficient supply chains globally?

– Key Developments in the South Korean Battery Recycling & Black Mass Market

– Insights into current shredding and refining operations in South Korea

– How the rapidly changing supply and demand balance in the burgeoning North American and European black mass markets could affect Korea and other Asian consumers

– Black mass pricing trends, together with current situation on margins for Asian recyclers

– Forecasts on black mass prices and battery recycling 

– How best to capitalise on the recent, sharp growth in Korean black mass recycling capacity

– Effective strategies for recycling companies to navigate fluctuating metal prices, including risk management, technological innovation, and strategic partnerships

– Feedstock security for South Korean and Asian black mass consumers

– Evaluating Long-Term Profitability in black mass trading, production and consumption

– The current market opportunities for recycled metal salts in South Korea and across Asia

– Strategic partnerships, vertical integration and innovative technologies 

This session features a series of 10-minute quick-fire presentations showcasing key project updates in the battery raw materials sector. Speakers will provide insights into the latest developments in mining, exploration, refining/processing, and recycling initiatives, highlighting progress and innovations driving the industry forward.

From NCM, NCA, Silicon Carbon, LPF, LMFP, high-voltage mid-nickel, Solid-State, Lithium- Sulfur to LNMO – explore the latest breakthroughs in battery technology and find out which chemistries are set to transform the future of energy storage and electric vehicles, reach commercialisation and provide enhanced safety, energy density and lifespan.

– What are the anticipated changes in battery chemistry and performance requirements, and how should raw material suppliers adjust their strategies to meet these new demands?

– How are advancements in battery technology and other key components likely to influence the performance and adoption of new EV models?

A deep dive into the current challenges of anode supply chains, assessing China’s overcapacity and its impact on global anode supply and pricing, the potential for internationalizing anode production, and the strategic approaches that could reshape the global supply ecosystem.

– How to balance China’s graphite dominance and US, EU regulations, IRA, FEOC, tariffs, China export control policies?

– Exploring initiatives to build an anode ecosystem outside China; Synthetic or natural graphite anodes for ex-China markets with Chinese producers’ expansion and low-price for natural flake graphite

– Strategic Collaboration vs. Protectionism: Debating joint ventures with Chinese suppliers vs. protectionist approaches like US tariffs and IRA exclusions.

– Latest innovations in anode technology; how will they reshape market dynamics and open new growth avenues?

As battery makers, refining and recycling companies expand globally, replicating success from their home markets is anything but straightforward. This session explores the complexities of entering new markets, including regulatory hurdles, local workforce integration, and cultural adaptation. Industry leaders will discuss strategies such as forming partnerships with local companies and navigating local regulations and sharing their experiences of expanding across Asia, US and Europe.

– What are the biggest obstacles battery makers face when setting up and scaling operations in new markets outside of their home countries?

– How can partnerships with local companies accelerate market entry and overcome regulatory and workforce challenges?

– Feasibility of EU Battery Start-Ups: how could the key challenges be tackled?

– Addressing the challenges posed by Chinese ownership while seizing opportunities for global expansion

– What role can governments and policymakers play in streamlining permitting processes and fostering a supportive environment for foreign investors?

Table 1: Strategies for Profitable LFP Recycling and Adapting to New Battery Chemistries 

Table 2: What is the potential for innovations in Anodes to support Fast charging and accelerate EV adoption?

Table 3: LFP vs NCM – which chemistry will dominate?

Table 4: Critical minerals derivatives – will it be the solution for supply problems and price volatility?

Table 5: ESS: Where we see the greatest opportunities for growth over the long term

Table 6: How can OEMs create cost effective EV’s for consumers?

Table 7: What impact will the Korean Battery Certificate and Battery Passport have on the supply chain?

Table 8: The future of nickel-based battery cathode chemistries

After a busy first day, take a break, refresh your mind, and get your spirit ready for a full day of learning and networking. Pre-booking required.

A comprehensive overview of global strategies for securing critical minerals supply chains vital to battery production, featuring key insights from governments across key markets.

With potential changes in U.S. leadership, there are concerns about the future of environmental regulations, such as the EPA emission standards, and the stability of critical policies like the Inflation Reduction Act (IRA). This session will explore how shifting geopolitical landscapes and policy changes could impact the EV battery supply chain, including the implications for materials procurement, environmental standards, financial incentives, and overall industry stability.

– How might changes in U.S. leadership, particularly a potential shift in the EPA’s approach or the status of the IRA, a Foreign Entity of Concern impact the EV battery supply chain and its players?

– What strategies can companies adopt to mitigate risks associated with regulatory uncertainty and ensure stability in their operations?

– How can industry stakeholders prepare for and adapt to the possible scenarios of policy changes, including potential impacts on investments?

– Impact of China’s macroeconomic challenges

– China’s evolution and strategic adjustments in response to tariffs imposed by major trade partners like U.S. and the EU

– A deep dive into China’s EV battery and battery material policy & stimulus packages

– Battery raw materials overcapacity, production cuts and strategy for international expansion

Behind the scenes of the evolving energy storage sector, highlighting market dynamics, growth opportunities, innovative technologies and countries and policies at the forefront of long-duration storage advancements

– Stationary Energy Storage market size, drivers & barriers

– Key sectors, growth scope and policy landscape

– Key technologies and chemistries

– Strategies for tackling structural issues related to grid connections and transmission networks

– Long Duration Energy Storage – when is it coming, and which countries are leading the way

Explore the latest advancements in EV and ESS battery technologies and India’s strategic growth plan, highlighting their impact across the entire battery supply chain, from mining to manufacturing. This session will delve into how emerging innovations and India’s initiatives are poised to reshape the global battery market and drive industry-wide transformation

– India’s technology ecosystem: how are advancements in solid-state batteries, lithium-sulfur batteries, or other technologies expected to impact the performance, cost, and safety of EVs and ESS?

– What are the key components of India’s growth strategy in the battery sector, including policy measures, investment plans, and infrastructure development?

– What are the key milestones and timelines for India’s EV and ESS industry over the next 5-10 years?

– How are Indian companies and startups contributing to the advancement of battery technologies, and what role do they play in the global market?

– What are the main challenges and opportunities for global partnerships in research, manufacturing, and market expansion?

What new technologies are coming from material refinement? Which battery chemistry will prove best in cold/hot environments? Are anode free batteries the future? How to Enable Safe and Efficient 5C Charging? What’s next for battery pack innovation? Join this dynamic session featuring quick fire presentations from start-ups, students, researchers, and innovation companies as they tackle key challenges in the EV supply chain, including mining, direct lithium extraction, refining and processing, and advancements in EV and ESS battery technology and recycling.

What new technologies are coming from material refinement? Which battery chemistry will prove best in cold/hot environments? Are anode free batteries the future? How to Enable Safe and Efficient 5C Charging? What’s next for battery pack innovation? Join this dynamic session featuring quick fire presentations from start-ups, students, researchers, and innovation companies as they tackle key challenges in the EV supply chain, including mining, direct lithium extraction, refining and processing, and advancements in EV and ESS battery technology and recycling.

– What’s needed to take the market to the next stage: standardisation, price transparency, trade reporting?

– Chinese domestic price discovery and futures on ex-China price discovery. How might this change in the future?

– Price risk management, futures markets and its relevance in enabling sustainable growth in the battery raw materials supply chain and weathering future boom and bust cycles

– Graphite supply, demand & pricing outlook

– Cobalt supply, demand and pricing outlook

– Manganese supply, demand and pricing outlook

Hear from top experts in the lithium sector as they analyze market trends, supply chain strategies, advancements in extraction technology, and investment and collaboration opportunities to address the rising global demand.

– Is product standardisation for lithium possible?

– Circumventing supply chain constraints in the geopolitically polarised world; how are lithium producers adapting to stay IRA compliant?

– Partnerships, M&As, and Investment Opportunities in Lithium

– Direct Lithium Extraction: Will Absorption Technology Lead the Way?

– Establishing refining infrastructure and technology to meet global demand

– Exploring New Frontiers: Emerging Lithium Sources and Innovative Mining Projects

This session features a series of 10-minute quick-fire presentations showcasing key project updates in the battery raw materials sector. Speakers will provide insights into the latest developments in mining, exploration, refining/processing, and recycling initiatives, highlighting progress and innovations driving the industry forward.

In light of recent policy changes and industry practices such as the Korean “Battery Certification System” and expanded inspection protocols, this session will explore the implications for battery makers, cathode and anode producers, and companies involved in mining and processing battery raw materials. As global initiatives like the Battery Passport demand greater transparency from extraction to end-use, how should industry stakeholders best navigate new requirements while balancing safety, supply chain integrity, and market competitiveness?

– Adapting to New Safety and Inspection Standards: How can we ensure batteries operate safely across diverse environments and temperatures?

– Implications of the “Battery Certification System” for the Entire Supply Chian

– Strategies for meeting Battery Passport requirements, including material traceability 

– Mandatory liability insurance and how it affects stakeholders

– Identifying opportunities for collaboration across the supply chain for a cohesive framework and support market growth