Interactive Workshop: Demystifying Policy, Regulation & Sustainable Practices for the European Battery Supply Chain

This pre-day workshop includes lunch, refreshment breaks, and networking

An additional fee is payable to attend this workshop & is not included as part of the two-day conference pass

Deep dive/case study lead, will aim to cover/interactive 

• Critical Raw Materials Act (CRMA)
• EU Batteries Regulation 
• Sustainability and decarbonisation 
• Battery Passport 
• Supply chain due diligence 
• Net Zero Industry Act (NZIA)
• European Green Deal 
• Carbon Tax 
• End of Life Recycling 

Open to all conference attendees

• Contextualising the act as Europe strives towards achieving its EV, ESS and renewable energy  
• Progress to date and future milestones  
• Navigating the targets and their various components  
• Assessing the impact of the act on the European supply chain  
  • Investments 
  • Responsible sourcing and ESG 
  • Reducing the over reliance on China  
• What is the vision for the European battery supply chain beyond 2030 

• Will Europe establish commercially viable and scalable midstream capacity? 
• How can midstream players collaborate effectively with upstream and downstream parties? 
• Domestic sourcing vs international purchasing: Insights, strategies, and goals  
• Closing the supply chain loop: establishing a mutual understanding across the supply chain from mining companies to OEMs 
• Identifying future supply chain risks – from geopolitical tensions to election outcomes…how can we learn from the past and better prepare for the future  

The European battery supply chain is facing a time of risk and uncertainty: What we do now may determine whether Europe and other regions can develop resilient, sustainable supply chains for EV demand. What will it take to navigate the current environment and prepare for long term growth?

• 10-year outlook
• Availability of scrap battery & black mass by region, and battery chemistry
• Recycling capacities and supply and demand balance 
• Impact of battery metal prices on black mass trade flows and prices 

• Overview of the battery passport and framework 
• Battery supply chain compliance 
• Navigating opportunities and risks    
• Sustainable and responsible sourcing  
• Examining the real-term impact on business investment and cost 
• How might the battery passport evolve? 
• What does good look like? 

• Challenges and delays from regulations  
• Lack of government funding in comparison to the US IRA  
• Leakage of scrap batteries and black mass to Asia  
• Lack of cell production in Europe prevents closed loop battery market  
• Overcapacity for shredding and undercapacity for refining

• Market forecast for European and global EV sales, production and battery demand. 
• Chinese EV export surge to Europe 
• Supply and demand for key battery chemistry trends 
• Overview of EU tariffs on Chinese EVs
• Are Chinese companies gearing up for market entry?

• Critical minerals investment strategies  
• Alternative financing strategies for new processing plants and critical metal projects  
• What could impact companies from accessing capital? 
• What does good look like?

• Medium- and long-term price for rare earth materials and demand forecasts 
• Developments within the supply chains across Europe, USA, and China  
• The critical role of dysprosium, Terbium, and Gallium 

• What makes Savannah’s Barroso the largest spodumene deposit in the EU, and what growth potential does it offer?
• How will Barroso strengthen Europe’s lithium battery supply chain and energy      independence?
• What environmental strategies is Savannah Resources implementing at Barroso?
• What are the next development steps and how will the Project’s socio-economic be shared with stakeholder

• Evaluating the social license to operate for mining projects  
• Exploring NIMBY challenges across Europe 
• Balancing the risks and benefits of European mining initiatives 
• Strategies for engaging with local communities and stakeholders 
• What does the future hold?

4 startup companies from across the mining, anode, cathode, and battery landscape will pitch their new business ideas to a panel of senior investors and venture capitalists. The investors will use valuation techniques to debunk or concur with the owner’s valuation and decide whether they wish to grant them funding in return for an ownership stake. Only one will leave a winner.

• Are you a European startup in the battery landscape? 
• Are you looking for investment? 
• Are you prepared to take the stage in front of our panel of investors?

• Exploring the surge in lithium demand driven by EV, ESS, and consumer electronics.
• How will Lithium play a critical role in power batteries and the technological advancements fuelling its growth?
• Assessing the environmental pollution and ecological damage linked to lithium extraction, and appropriate sustainable practices to mitigate the negative impacts of large-scale extraction and processing. 

The production of sodium sulphate from the battery materials industry has often been referenced as a barrier to entry, cited as driving the ecological and economical scale off balance for producers. What are the options to overcome these challenges and create opportunities for breaking down the barriers?

• What flowsheets/processes produce Sodium Sulphate? Spodumene/pCAM/Battery Recycling 
• Economic considerations for various options: sell as raw material for detergent/waste disposal/crystallisation/SOP fertiliser conversion/conversion to acid/caustic
• Optimising the flowsheet to minimise waste, maximise product yield and profit.

• Assessing the Prospects of Chinese EV Tariffs: How will potential tariffs affect Europe’s battery production landscape? 
• What are the implications of China’s ambitious plans for the European EV market? 
• What could happen if Chinese EVs are allowed to dominate the European market? 
• European Production Capabilities: Can Europe scale up production of pCAM, CAM, AAM, separators, and electrolytes to meet its needs? 
• What does the future hold for Europe’s midstream battery production and overall EV market?

• Supply and demand global and regional outlook  
• What’s the impact of the current price environment on project development in the EU? 
• Is the EU focussing too heavily on hydroxide?

• Overview of next generation battery chemistries in Europe 
• The race to solid state: what does the future hold? 
• How does sodium-ion fit into the equation? 
• How will Europe commercialise next generation batteries?

• The future of the battery value chain  
• Timelines for junior miners 
• Resilience vs dependency… what is on the horizon for Europe? 
• Analysis of Europe’s resources – what will need to be imported?

• EV battery market growth and opportunities in Asia 
• Development of the Chinese EV industry 
• Exploring Chinese investment overseas

• Aurora, founded by Galp and Northvolt, is   developing a 32 ktpa LiOH refinery in Portugal.
• Aurora has recently completed its Definitive Feasibility Study and   targets start of production in 2028.
• Aurora’s project is designed to maximize circularity and to minimize   carbon footprint and water consumption.
• Aurora believes deeper integration is strategic for the European battery   value chain and is open to partnerships for success.

• What does the future look like for Europe’s Lithium Projects? 
• How will Europe ensure high purity refining? 
• Material availability  
• What does the future hold? 
• Is Europe willing to pay more for non-Chinese supply? 
• What role does the rest of the supply chain play in maintaining supply security?

• What is the product carbon footprint guidance? 
• How could determining carbon and water footprints help boost your business strategy? 
• Developing a product water scarcity footprint guidance

• KBR’s Battery Metal Extraction & Purification Technology MetEx and its relevance in key industries
• Evaporation and Crystallization (E&C) solutions for critical minerals production
• Success stories and outline strategies for de-risking projects to ensure successful scale-up

What are the prevailing pricing mechanisms in today’s lithium market, and how well do they serve the industry’s needs? 

• How could the quality of pricing be improved to better reflect the realities of the lithium market? 
• How are developments in the market ecosystem changing the approach of supply chain participants to the issue of price risk? 

• Overview of gigafactories in Europe  
• Projected growth forecast 
• Key drivers and challenges for gigafactories in Europe 
• What can we learn from China & US? (co-locating cathode and anode production, chemistries of the future, securing the supply chain) 

Table 1: LFP vs NCM – which chemistry will dominate the European market?

Table 2: Path towards localised anode supply chain in Europe – challenges and opportunities

Table 3: Developments in Europe’s battery recycling and black mass markets

Table 4: Investment: how will Europe keep up with incentives in other regions?

Table 5: Critical minerals derivatives – will it be the solution for supply problems and price volatility?

Table 6: ESS: Where we see the greatest opportunities for growth over the long term

Table 7: How can European OEMs create cost effective EV’s for consumers?

Table 8: What impact will the Battery Passport have on the supply chain?

• How can key players take a local and sustainable approach to sourcing? 
• The critical importance of developing strategic partnerships in the current landscape. 
• How might regulatory updates impact sourcing from a sustainability perspective? 
• How can European players ensure responsible sourcing of secondary materials?

• How will South America adopt greener practices to outshine global competitors?
• Can the Lithium Triangle outshine competition to become Europe’s preferred partner?
• How will the region leverage its resources responsibly for long-term success?
• Challenges vs opportunities in the region

• Showcasing the new Fastmarkets ESS product that will be coming to market in September 
• Includes a 10 year forecast on global, regional and country-based battery energy storage demand 
• A look at renewable energy forecasts and how BESS will play into key locations as a result 
• A deep dive into battery chemistries, ESS battery cell costs and other trends 
• How lithium pricing will have implications for ESS costs over the decade 
• Deep dives into the opportunities and risks for ESS markets in 12 countries 

• Update on the Critical Raw Materials Act  
• European Critical Raw Materials Act vs IRA  
• The impact of regulations on the global supply chain 
• How will Europe utilise incentives and stay competitive? 
• Will investment the USA and Gulf States impact planned battery capacity in Europe? 
• As China gears up investment in Europe, how might regulators respond? 

• Trends in cell cost (LFP v NCM) 
• What are the key cost drivers of Li-ion cells? How much of the cell cost is attributed to the CAM, AAM, separator, electrolyte, etc? 
• How is cell cost affected by upstream raw material prices? 
• What are the cost structures of the Tesla 4680 cell, BYD blade cell, and others? 
• How does manufacturing location affect cell cost? 
• What are the impacts of the USA IRA on cell cost? 

• Why   the buzz?
• What are the current technologies for producing lithium metal, and how do   they work?
• Key challenges for new entrants
• Essential components of a successful lithium metal project.

• NMC vs LFP market share and growth forecast 
• Innovation in Asia vs Europe 
• Impact on supply and demand   
• What other batteries might become more popular? 
• What do European consumers want?

• Drivers behind the low-priced environment and how long will it persist? 
• Ramifications for the development of Western projects 
• What needs to change for global prices to start to recover? 

• Overview of current and prospective critical minerals projects in Canada 
• Quebec’s role in critical mineral supply chain 
• The true impact on increased development in Canada on Europe 
• How can Canadian manufacturers ensure they are creating batteries that are in line with EU regulations? 
• What lessons can Europe learn from Canada?

• Where does the West sit in the global cobalt supply chain?
• What is the demand outlook for cobalt in European and North American battery markets?
• Is current regulation and support sufficient to support regional supply development – and how does this differ between North America and the EU?
• How can Western producers maintain a competitive edge in a global market increasingly dominated by other regions?

• Growth of direct lithium extraction in Europe 
• DLE vs Hard Rock extraction  
• Opportunities and challenges with extraction technologies  
• Sustainability and greenwashing in focus 
• Extraction methods in Europe vs the rest of the world  

• Fastmarkets pricing mechanisms to help navigate the battery raw materials markets
• Evolving pricing solutions in evolving markets
• Deep dive into cobalt, lithium, graphite spot pricing 

• Graphite export restrictions 
• How can the industry address sustainability concerns around high energy intensive production?
• Balancing cost and sustainability 
• Will China continue to dominate the global graphite market?
• What Does the Future Hold for European Graphite?

• Price forecast  
• Supply and demand overview

• Where will European nickel come from?
• Is there a future for non-Indonesian nickel supply in Europe?
• Could nickel sulphate dominate the future market?
• How will increased use of nickel in batteries impact Europe’s nickel demand?
• Overview of green nickel premiums 
• What might the future look like for new but innovative high-nickel batteries?

• Manganese supply and demand overview 
• How will high demand for Manganese rich chemistries impact future supply? 
• Where will supply to Europe come from, and at what price?  
• What is Europe’s role in meeting 2030 demand for high-purity manganese? 
• Should investment focus on mining or refining sulphate battery grade manganese? 
• Where should Europe’s focus investment?

• Where are we seeing battery energy storage take off? Where are the biggest opportunities?
• Where does Europe sit compared to other regions? Where in Europe is seeing most growth?
• What barriers is the industry facing? Have debt and financing developed sufficiently to support the industry? 

• Unveiling the dynamics of natural and synthetic graphite  
• How can Europe stay competitive and maximise its processing capacity? 
• How are recycling rates reshaping market dynamics? 
• Where will Europe’s graphite come from, and at what cost? 
• Evaluate the performance, cost, and environmental impact of silicon and graphite 
• How will Europe navigate the material landscape with graphite and silicon? 
• Challenges and advancements in graphite anode supply chain development beyond China  
• Does China’s grip on graphite threaten IRA incentives? 
• How might European regulatory changes affect the market?