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 

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?

• Overview of the battery passport pilot 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? 

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

• 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?

• 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?

• 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?

• Is the EU betting big on the Lithium Triangle for sustainable supply? 
• Can the EU outshine competition to become the regions preferred partner? 
• The strategic role of Latin America as a provider of raw materials  
• EU-Mercosur Deal: A revived partnership or missed opportunity?     

• 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  

• 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?

• 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?

• Overview of nickel production  
• What is Indonesia’s role in Europe’s future supply of nickel? 
• How is Indonesia utilising capital and innovation?

• 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?

• 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?

• Price comparison  
• Exploring the growing demand for lithium hydroxide and NMC batteries  
• The development of hydroxide from technical grade carbonate, spodumene, and recycled materials  
• Converting carbonate to battery grade hydroxide: risks and benefits

• Assessing the demand for manganese in pCAM production 
• What will China’s dominance of the market mean for Europe as 2030 approaches? 
• What price will be needed to incentivise non-China production of battery grade manganese sulphate? 
• How will this pricing take compliance into consideration? 
• How can Europe ensure high-purity refining facilities? 
• Will Europe invest in high-purity refining facilities?

• 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?

• 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?

• Projected growth forecast 
• Overview of gigafactories in Europe  
• Where will European Gigafactories be sourcing their supply? 
• To mitigate risk – what are the key challenges for gigafactories in Europe? 
• How best to co-locate CAM and anode production? 
• How can they be located strategically?

• 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?

• 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?

• 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?

• Price forecast  
• Supply and demand overview

1. Sodium-Ion Batteries: What Does the Future Hold? 
2. European Anode Industry: Should Europe Be Developing Synthetic Graphite? 
3. Deep Dive into the Asian Battery Market 
4. Developments in Europe’s Battery Recycling and Black Mass Markets 
5. Investment: How will Europe Keep up with Incentives in Other Regions? 
6. Risk & Derivatives  

• 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?

• 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?

• Role of European residential BESS system integrators  
• Revenue streams for utility-scale BESS across European markets 
• O&M for BESS developers 
• Co-location or no co-location

• 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

• 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

• Overview of skilled talent demand in the sector  
• How will Europe meet it’s EV targets without addressing the war for talent?  
• What can the European supply chain do to address the skill shortage? 
• What solutions will be explored to address these skill shortages? 

• 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? 

• Overview of skilled talent demand in the sector  
• How will Europe meet it’s EV targets without addressing the war for talent?  
• What can the European supply chain do to address the skill shortage? 
• What solutions will be explored to address these skill shortages?       

• 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?

• 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?

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 use valuation techniques to debunk or concur with the owner’s valuation and decide whether would 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?