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Shape your event experience to fit your needs.

This year, you can extend your pass to four days – to include an optional workshop day full of great content and even more unbeatable networking. Or you can just attend the workshop day.

Go on an expert-led journey through industry fundamentals with the Battery Raw Materials Academy.

Or sign up for the Energy Storage Summit, where you’ll get inside info on the fastest-growing sector in BRM.

MondayJun 24
TuesdayJun 25
WednesdayJun 26
ThursdayJun 27
Time in PT
Time
Event
What
Who
09:00 – 10:00
Registration opens
10:00 – 16:30
Pre-Day: BRM Fundamentals

An expert-led stream of bite-sized workshops and presentations unpacking the complexities of the battery raw materials market and its supply chains, supply and demand dynamics, technology insights, and global trade flows.

 

10:00 – 16:30
Pre-Day Energy Storage Summit

A dedicated pre-day stream of workshops and insights focusing on Energy Storage Solutions (ESS) market —the fastest growing sector for Battery Raw Materials (BRM) demand.

10:00 – 10:50
BRM Fundamentals: Introduction to Battery Raw Materials

– Overview of battery raw materials, including lithium, cobalt, nickel, graphite, manganese, rare earth elements & black mass – Primary sources and locations worldwide  – The unique properties of battery raw materials, applications in battery technology and importance in the overall performance and efficiency of batteries – Environmental and social risks in battery raw materials production

Jordan Roberts
Callum Perry
Amy Bennett
Lee Allen
Caroline Messecar
Jordan Roberts

Jordan Roberts

Analyst, Battery Raw Materials

Fastmarkets

Callum Perry

Callum Perry

Battery Metals (Ni/Li/Mn)

Fastmarkets

Amy Bennett

Amy Bennett

Principal Consultant

Fastmarkets

Lee Allen

Lee Allen

Strategic Markets Editor, Fastmarkets

Fastmarkets

Caroline Messecar

Caroline Messecar

Strategic Markets Editor, Technology Metals

Fastmarkets

10:50 – 11:30
Conventional and Unconventional Extraction technologies

– An overview and key characteristics of extraction technologies, including: Conventional Extraction  – Geothermal Extraction – Direct lithium extraction – (DLE) technologies overview – Lithium extraction from Oilfield Brines – Lithium extraction from Clay Deposits – Deep sea mining

Ken Hoffman
Ken Hoffman

Ken Hoffman

Global Co-leader EV Battery Materials Group

McKinsey & Company

11:30 – 12:00
Break
12:00 – 12:30
Battery Supply Chains & Global Trade Flows

– How do the critical battery raw material markets work, key players, who produces, sells, buys and consumes materials – and in which formats? – Main exporting and importing countries and trading flows – Market trends and supply and demand analysis – How the evolution of the EV battery market shapes demand for new prices The evolution of negotiations: from long-term fixed-priced contracts to shorter contracts with spot price indexation, including the involvement of traders and intermediaries in the market as markets expand with the rise of electric vehicle demand

Andy Leyland
Andy Leyland

Andy Leyland

Managing Director

Supply Chain Insights

12:30 – 13:00
Unravelling Global Regulations & The Inflation Reduction Act

– Deep dive workshop unpacking the intricacies of the IRA, European CRMA, Battery Passports and other legislations exploring their true effects on safeguarding domestic manufacturing and sustaining competitiveness in the market

13:00 – 14:00
Networking Lunch
14:00 – 14:30
A-Z of battery metals derivatives & hedging

– How to get started in hedging, including the routes to market and practicalities

– Principles of hedging price risk using exchange-based cash-settled derivatives

– Case studies for managing risk using cobalt and lithium futures

David Becker
David Becker

David Becker

Commodity Risk Management

Fastmarkets

14:30 – 15:00
EV Battery Technologies 101

– An overview of EV battery technologies including Lithium-ion and Lithium Iron Phosphate batteries – Sodium-ion batteries – Solid-State batteries – Next-gen batteries: lithium-sulfur (Li-S) – lithium-air (Li-Air) –  lithium metal batteries – Advanced Battery Materials and their role in improving battery performance, stability and safety

Muthu Krishna
Muthu Krishna

Muthu Krishna

Battery Manufacturing Cost Modeler

Fastmarkets, Former Lead Cell Engineer at Jaguar Land Rover

15:00 – 15:30
Break
15:30 – 16:00
Routes to Finance

How do mines, refineries and gigafactories access finance? Exploring dynamics between the traditional routes of equity and debt versus new routes supported by the IRA and increasing financing provided by the downstream (Battery producers and OEMs) in association with supply offtake agreements.

16:00 – 16:30
Black mass & Battery recycling technologies

– What is currently the winning model for recycling?

– Supply chain insights: agreements with raw materials producers, spot market, tolling fees 

– Technology overview:  Shredding & black mass – Hydrometallurgical process – Pyrometallurgical Process – Solvent Extraction – Direct Cathode Recycling – Battery-to-Battery Recycling 

– Reducing waste and minimizing environmental impacts 

Lee Allen
Lee Allen

Lee Allen

Strategic Markets Editor, Fastmarkets

Fastmarkets

17:30 – 19:30
Welcome Ceremony and Drinks Reception

Fastmarkets welcomes all attendees to the drinks reception and the Lithium Supply & Battery Raw Materials Conference 2024 opening ceremony.

20:00 – 22:00
Leadership Forum

An invite only event for senior industry leaders hosted by Fastmarkets 

06:30 – 07:00
BRM Running Club: 5K Early Morning Run

Calling all early risers who love a challenge. Come together for a purposeful and invigorating morning run. Open to all attendees. Sign up in advance, limited places available.

07:30 – 08:30
Networking Breakfast
07:30 – 08:30
Exclusive CEO Networking Breakfast: Navigating the AI revolution: Unleashing leadership innovation
08:45 – 08:50
Welcome to the Lithium Supply & Battery Raw Materials Conference 2024
08:50 – 09:00
CEO’s Welcome Address
Raju Daswani
Raju Daswani

Raju Daswani

CEO

Fastmarkets

09:00 – 09:20
DOE's Vision for Battery Critical Minerals

· Insights into DOE’s strategic initiatives towards securing a sustainable and reliable supply chain for critical minerals essential for battery production

· Addressing supply chain challenges and the future of supportive policy and regulatory frameworks at both domestic and international levels

· Investment in critical mineral projects

Ashley Zumwalt-Forbes
Ashley Zumwalt-Forbes

Ashley Zumwalt-Forbes

US Deputy Director for Batteries and Critical Materials (MESC)

U.S. Department of Energy (DOE)

09:20 – 09:35
Keynote: Albemarle
Eric Norris
Eric Norris

Eric Norris

President of Energy Storage

Albemarle Corporation

09:35 – 10:30
Leaders’ Keynote Debate: Building Resilient, Smarter, Faster Value Chain
  • Incentivizing domestic production in price volatility and oversupply environment
  • How much reassurance do producers have in terms of the demand in the market?
  • Can regulatory and fiscal regimes become more unified across jurisdictions?
  • Improving alignment with OEM requirements
10:30 – 11:30
Networking & Refreshments Break

A refreshment and networking break offers an opportunity to recharge and connect with fellow attendees 

10:30 – 10:50
Fastmarkets Insights: Lithium Outlook
Jordan Roberts
Jordan Roberts

Jordan Roberts

Analyst, Battery Raw Materials

Fastmarkets

10:50 – 11:30
Salton Sea ‘Lithium Valley’: Could it become the largest global lithium hotspot?
Trelynd Bradley
Miguel Figueroa
Trelynd Bradley

Trelynd Bradley

Deputy Director for Sustainable Freight and Supply Chain

California Governor’s Office of Business and Economic Development

Miguel Figueroa

Miguel Figueroa

County Executive Officer

Imperial County

11:30 – 11:50
Lepidolite: demystifying misconceptions

– How long will lepidolite continue being an important source of lithium, considering its environmental issues? 

– Chinese lithium lepidolite mining projects cost and capacity analysis

– Chinese lepidolite processing 

– Non-Chinese lepidolite resources outlook

Rachel Zhang 张镭
Jordan Roberts
Rachel Zhang 张镭

Rachel Zhang 张镭

Managing Director

Morgan Stanley | Research

Jordan Roberts

Jordan Roberts

Analyst, Battery Raw Materials

Fastmarkets

11:30 – 12:30
The Future of Price: Are we heading to the next super cycle?

Will there be two-tiered pricing for raw materials?

What is driving prices of lithium, nickel, cobalt, graphite, manganese and rare earth elements

How high or low could the BRM prices go?

Are current prices fair value, or is this a cyclical point? How long is it likely to last?

– What can the previous pricing cycles tell us about the future?

What would be a sustainable price that everybody would be happy with?

Insights into jurisdictional premiums

Daniel Jimenez
Will Adams
Andrew Timbers
Joe Lowry
Anita Natesh
Rodney Hooper
Daniel Jimenez

Daniel Jimenez

Managing Partner

iLiMarkets

Will Adams

Will Adams

Head of Commodity Markets Research – Base Metals and Battery Raw Material

Fastmarkets

Andrew Timbers

Andrew Timbers

Managing Director

Goldman Sachs

Joe Lowry

Joe Lowry

Mr Lithium, President

Global Lithium LLC

Anita Natesh

Anita Natesh

Commercial Vice-President – Lithium and Energy Storage

Albemarle

Rodney Hooper

Rodney Hooper

Partner

RK Equity

12:00 – 12:30
Strategies for Hedging Price Risk in a Volatile Market
Przemek Koralewski
Andreas Munz
Gregor Spilker
Katherine Pyfer, PhD
Przemek Koralewski

Przemek Koralewski

Global Head of Market Development

Fastmarkets

Andreas Munz

Andreas Munz

Battery Materials

BASF

Gregor Spilker

Gregor Spilker

Director Metals/Energy Research & Product Development

CME Group

Katherine Pyfer, PhD

Katherine Pyfer, PhD

Global Pricing & Financial Value Optimization, Senior Director Energy Storage

Albemarle

12:15 – 12:35
Fastmarkets Insights: Nickel Outlook
Callum Perry
Callum Perry

Callum Perry

Battery Metals (Ni/Li/Mn)

Fastmarkets

12:30 – 14:00
Lunch & Networking Break

An opportunity to refuel, network, and engage in informal discussions as well as build new connections.

13:00 – 13:20
Determining the Carbon Footprint of Lithium Products

– Guidance for calculating a product carbon footprint (PCF) of key lithium intermediates and battery-grade lithium carbonate and hydroxide specialty chemicals produced from brine or rock minerals.

Roland Chavasse
Anita Natesh
Austin Devaney
Roland Chavasse

Roland Chavasse

Secretary General

International Lithium Association (ILiA)

Anita Natesh

Anita Natesh

Commercial Vice-President – Lithium and Energy Storage

Albemarle

Austin Devaney

Austin Devaney

Senior Commercial Adviser

Piedmont Lithium

13:35 – 13:50
Tyeeli Lithium: Towards Sustainable Practices

– Low-Carbon Strategy: Implementation of Smart Operations; Leveraging Renewable Energy sources- 

– Circularity Practices: Solid Waste Recycling initiatives; Wastewater Recovery process

– Reliable Supply Chain: Achievement of the First RMAP Certification; Implementation of Upstream Due Diligence.

14:00 – 14:45
How to get a project off the ground

What are the key factors that make a mining project successful?

From exploration, development, execution, construction to production: what risks to consider and avoid at

each of the steps, how secure to secure funding, equipment, supply chains to execute then and start building.

How to stay competitive, cost-efficient and what technological advancements provide an edge

Barry Jackson
James Gavilan
Alex Cheeseman
Barry Jackson

Barry Jackson

Sourcing & Origination (Base, Battery, PGM's, Precious, Recycling)

Anglo American

James Gavilan

James Gavilan

Principal

Gavilan Commodities LLC

Alex Cheeseman

Alex Cheeseman

Managing Director

Critical Resources

14:00 – 14:35
The Battery Big Debate – Will the World switch from NCM to LFP?

– What is the future of NCM?

LFM/LMFP vs NCM: how will these chemistries evolve in the longer term

Is LFP/LMFP a global opportunity to overcome NCM constraints?

– How much market share will LMFP take from LFP/NCM

Will there be regional differences?

Which is best for Energy Storage?

– How might that impact recycling?

Muthu Krishna
Matt Fernley
Vivas Kumar
Austin Devaney
Muthu Krishna

Muthu Krishna

Battery Manufacturing Cost Modeler

Fastmarkets, Former Lead Cell Engineer at Jaguar Land Rover

Matt Fernley

Matt Fernley

Head of Research, Volta Fund

MD of Battery Materials Review

Vivas Kumar

Vivas Kumar

CEO

Mitra Chem

Austin Devaney

Austin Devaney

Senior Commercial Adviser

Piedmont Lithium

14:35 – 15:00
Lithium and Battery Raw Material Supply: Crashed? Recovered?

A deep-dive presentation, followed by a Q&A from the audience

Why has the market crashed? When, if ever, will the market recover? How will the new technologies impact the demand for future metals?

Global and regional supply forecast for Lithium, Nickel, Cobalt, Manganese, Graphite and Rare Earth Elements

Where will the battery raw materials supply come from, and in what capacity? An overview of upcoming projects

Will Adams
Will Adams

Will Adams

Head of Commodity Markets Research – Base Metals and Battery Raw Material

Fastmarkets

14:45 – 15:00
Accelerating lithium extraction from brine sources
Gene Morgan
Gene Morgan

Gene Morgan

Founder & CEO

Zelandez

15:00 – 15:30
Networking & Refreshments Break
15:00 – 15:15
ILiAD: Next Generation DLE
  • Environment friendly approach to direct lithium extraction.  
  • Environmental impacts of lithium extraction and the opportunity for DLE 
  • What does it take to transition DLE from promise to large-scale industry      contribution?
  • Factors that a company needs to consider when choosing a DLE technology
Samuel Moore
Samuel Moore

Samuel Moore

Chief Executive Officer

ILiAD Technologies

15:15 – 15:30
Sunresin: DLE Technology Insights

Henry Liu

International Trade

Sunresin New Materials

15:30 – 16:15
Indigenous Communities and Strategies for Sustainable Mining and Sourcing

How can raw materials be extracted and sourced sustainably?

Addressing the C02 footprint, water and land management and international standards

ESG vs Costs: with the paramount need for affordability, who will pay for ESG?

How do OEMs go about sourcing materials?

How can we engage better with local communities? How can we use land better?

Recent advances in carbon capture storage and re-injection of materials

Rebecca Paisley, Ph.D
Didi Kazadi
Galina Angarova
Adan Olivares Castro
Rebecca Paisley, Ph.D

Rebecca Paisley, Ph.D

Senior Geochemist

WSP

Didi Kazadi

Didi Kazadi

Battery Cell Raw Materials Supply Chain

Ford Motor Company

Galina Angarova

Galina Angarova

Executive Director

SIRGE Coalition

Adan Olivares Castro

Adan Olivares Castro

Regional Lead for the Americas and the Caribbean

Initiative for Responsible Mining Assurance (IRMA)

15:30 – 15:45
Lilac Solution: DLE technology insights
15:45 – 16:00
DLE – It depends on the brine…

An overview of different DLE technologies and their applicability and challenges with various brines

Mark Machado
Mark Machado

Mark Machado

Process Engineer

Hatch

16:00 – 16:15
De-Risking the Scale Up of Direct Lithium Extraction Processes

– Common risks and challenges associated with scaling adsorption and ion exchange processes to very large scales

– The advantages of using inherently scalable fluid distribution technology to unlock the use of very large vessel sizes to minimize DLE project capital expenditure

– Benefits of utilizing gentle flow fluid distribution systems to minimize the freshwater usage in DLE processes

– Views on how future generations of lithium-selective adsorbents will improve the performance, robustness, and stability of DLE systems

Peter Ferrero
Peter Ferrero

Peter Ferrero

Director of Process Research

Amalgamated Research LLC

16:15 – 17:00
Scaling up CAM & pCAM production quickly and cost-effectively

A thought-provoking discussion, after which the audience will have the opportunity to vote on the perspective, they find most compelling

– Can enough IRA-compliant pCAM & CAM be found?

How to scale up domestic production cost-effectively?

– Improving efficiency with lower OPEX, using less water/energy, and becoming more environmentally friendly

– Overcoming the sodium sulphate dilemma?

– Machine learning and its role in the future of cathodes

Vivas Kumar
Dan Blondal
Vivas Kumar

Vivas Kumar

CEO

Mitra Chem

Dan Blondal

Dan Blondal

CEO

Nano One Materials Corp.

17:00 – 18:30
Closing Remarks & Drinks Reception
19:30 – 00:00
VOLTAS Awards & Gala Dinner

VOLTAS Awards 20024 & Gala Dinner celebrates the pinnacle of the industry, showcasing outstanding achievements and excellence in categories ranging from CEO of the Year and Innovation of the Year to Industry Woman of the Year. From recognizing innovative projects to highlighting sustainability efforts, this evening promises to be inspiring and memorable.

 With the participation of industry leaders, the evening provides an excellent opportunity to forge new connections, celebrate excellence and applaud the remarkable individuals and organizations shaping the future of our industry.

06:30 – 07:00
Sunrise Yoga

An early morning serene session designed to awaken the senses and invigorate the spirit. 

07:30 – 08:30
Investor Connect Breakfast
07:30 – 08:30
Networking Breakfast
08:50 – 09:00
Welcome Remarks
09:00 – 09:30
From oil to lithium and beyond – DLE technology story

An immersive Fireside Chat session brings an intimate discussion with the industry leader, sharing insights, anecdotes, and vision.

  • Can DLE be successfully implemented on a large scale and cost-competitively?
  • What is the market potential? When should DLE material be expected to enter the supply      chain in volume?
  • What recovery rates can be achieved?
  • Circular economy and how can we extract value from waste products and other      commodities extracted out of the brines?
09:15 – 09:30
BRM Shark Tank

Selected mining, anode, cathode companies and aspiring entrepreneurs pitch their business ideas to a panel of successful investors (“sharks”) in hopes of securing funding and mentorship

The investors use valuation techniques to debunk or concur with the owner’s valuation and decide whether to grant them funding in return for an ownership stake

– The audience and investors pick a winner

Koby Kushner
Koby Kushner

Koby Kushner

CEO

Libra Lithium

09:45 – 10:45
The IRA and the 2024 US Election: what will happen?

A thought-provoking discourse followed by a Q&A brings together industry experts and thought leaders to explore future scenarios

If Donald Trump wins, what does this mean for the demand in the US and the rest of the world?

Would the ICE vehicle bans hold on?

Would the mining regulations loosen, and more green light be given to new mineral projects?

Resilient Resource Reserve: How would it work and help incentivize domestic production?

Clarification of Foreign Entity of Concern (FEOC) requirements for 45X and 30D tax credits

What is the future of premiums for the IRA complaint BRM materials?

Does the IRA help China in Europe?

Chris Berry
Steve LeVine
Joe Lowry
Howard Klein
Chris Berry

Chris Berry

Founder and President

House Mountain Partners

Steve LeVine

Steve LeVine

Editor

The Electric

Joe Lowry

Joe Lowry

Mr Lithium, President

Global Lithium LLC

Howard Klein

Howard Klein

Founder & Partner

RK Equity

10:30 – 11:15
Québec: From Tons to Watts

– Québec’s leadership as a top-tier mine development jurisdiction – databases for resource exploration and market opportunities 

– Resource potential to develop a crucial battery hub in North America

– Initiatives for the battery component processing industry

Patrice Roy
Chris Evans
Patrice Roy

Patrice Roy

Director

Québec's Ministry of Natural Resources and Forests

Chris Evans

Chris Evans

Managing Director

Winsome Resources Ltd

11:15 – 12:30
LithiumBank Resources: Project Insights
Kevin Piepgrass
Kevin Piepgrass

Kevin Piepgrass

COO

LithiumBank Resources Corp

11:30 – 12:00
The Future of Demand: Are we in EV Winter?

 After a multifaceted discussion, the attendees will be invited to vote for the perspective they find most convincing

Is the future EV, hybrid or hydrogen? Has this been decided?

How are the OEMs rethinking future strategy; how will they stay competitive?

How can we accelerate the adoption of EVs worldwide and avoid pitfalls?

What is the state of infrastructure, and how is that holding us back?

Will intermediate hybrids last longer while the infrastructure is being built?

Reliable, fast charging – is that something that the commercial or government should be handling? What we think is the sustainable number for charging points?

Phoebe O'Hara
Steve LeVine
Phoebe O'Hara

Phoebe O'Hara

Energy Transition Analyst

Fastmarkets

Steve LeVine

Steve LeVine

Editor

The Electric

11:30 – 11:45
Buxton Resources: Tier 1 natural graphite in a Tier 1 jurisdiction

– Company background and project pipeline 

– Capital structure

– Project generator model, with exposure to multiple battery commodities

– Buxton’s 100% owned Graphite Bull natural graphite deposit

– Growth opportunities

Martin Moloney
Martin Moloney

Martin Moloney

CEO

Buxton Resources

12:00 – 12:30
Investor Insights: Is it a good bet to invest long-term in lithium?

A thought-provoking discourse followed by a Q&A brings together investors to explore future scenarios

In the long run, will lithium be a winning game?

How could price volatility impact investment decisions and deter investors from committing to long-term localised supply chain projects?

Wining part of the supply chain to invest in? Is it Upstream or downstream? Where is the best long-term bet? What are the winning projects going to be?

What does the high-interest rate environment mean for liquidity?

Andy Leyland
Jonathan Beigle
Anthony Tse
Andy Leyland

Andy Leyland

Managing Director

Supply Chain Insights

Jonathan Beigle

Jonathan Beigle

President & CEO

Ridgeline Royalties Inc.

Anthony Tse

Anthony Tse

Senior Advisor, former CEO of Galaxy Resources

EMR Capital

12:00 – 12:45
South America: Near-term projects insights

– Lithium Triangle and near-term developments outlook for Chile, Argentina and Bolivia

– Brazil and projects coming online in the next decade: with a deficit expected by mid-decade, what lithium explorers/developers will be coming online in the short term to meet this demand?

– Governments’ initiation to accelerate the development of strategic mineral projects 

– Timelines to production in various jurisdictions in South America and what companies will be able to feed raw materials to the global supply chain

Daniel Jimenez
Daniel Jimenez

Daniel Jimenez

Managing Partner

iLiMarkets

12:30 – 14:00
Lunch & Networking Break
13:15 – 13:35
Manganese Market Outlook
  • LMFP and high manganese batteries; what is the outlook for manganese?
  • An overview of the manganese supply chain and refining capacity
  • Insights into current demand, the gap between the demand and the supply and the expected growth with OEMs adopting manganese-rich cathode materials
  • From the ore to the final product high purity manganese sulphate – technology overview
  • Pathways for high-purity manganese sulphate currently coming out of China
Didi Kazadi
Didi Kazadi

Didi Kazadi

Battery Cell Raw Materials Supply Chain

Ford Motor Company

13:20 – 13:35
South 32: Project update
13:35 – 13:50
IRA-compliant battery-grade manganese

– Introduction to Vibrantz and 30-year history of manganese chemical production

– IRA-compliant battery-grade manganese sulfate production plans 

– Future manganese chemicals for emerging cathode chemistries

13:35 – 14:05
Africa: Projects Insights
14:00 – 14:30
Sodium-ion vs Lithium-ion: Are we entering a New Era?

A deep dive into the fascinating realm of energy storage, exploring the rivalry between Sodium-ion and Lithium-ion technologies.

– Does sodium-ion have a place given fall in lithium prices?

– What are the opportunities and benefits of sodium-ion batteries?

– Will it change the calculus for everybody?

– How large will it be its market share?

Ken Hoffman
Phoebe O'Hara
Ken Hoffman

Ken Hoffman

Global Co-leader EV Battery Materials Group

McKinsey & Company

Phoebe O'Hara

Phoebe O'Hara

Energy Transition Analyst

Fastmarkets

14:05 – 14:20
Hardrock Lithium Refinery Strategies during a market downturn

What to do and what to consider building a lithium refinery in the current market

– Value engineering and cost-saving methods for future lithium refineries

– Plans for the coming future

Jeremy Chang 常乐
Jeremy Chang 常乐

Jeremy Chang 常乐

Executive Director

Sichuan Calciner Technology

14:20 – 14:35
Preparation of LiFePO4 Powders by Spray Drying Method

– Insights into an integral process step in producing lithium-based powders from liquid feed formulations. 

– Enabling uniform particle size distribution for post-processing into battery materials

– The atomization system technology for producing quality spray dried powders: air bearing driven rotary atomizer and Air Assisted Pressure Nozzle (AAPN). 

10,000 – 50,00 TPY of production, including energy integration for heat recovery

14:30 – 15:00
Building US recycling and refining capacity – fact or fallacy?

A stimulating discussion, after which the attendees will be invited to cast their vote for the perspective they find most convincing.

How hard is it? How expensive is it?

What are the roadmaps for running a profitable hydrometallurgical refinement facility?

What are the prospects for end-of-life batteries in terms of time and volume?

Access to feedstock, capital and improving operational efficiency

How long will it take to achieve operational efficiency that could be achieved on a smaller scale?

What are the ways for a recycling company to be profitable whilst overcoming the temporary challenge of access to feedstock?

How is black mass moving around the world

How is the IRA impacting recycling?

Hans Eric Melin
Ryan Melsert
Lee Allen
Hans Eric Melin

Hans Eric Melin

Managing Director

Circular Energy Storage

Ryan Melsert

Ryan Melsert

CEO/CTO

American Battery Technology Company

Lee Allen

Lee Allen

Strategic Markets Editor, Fastmarkets

Fastmarkets

15:00 – 15:20
Fastmarkets Insights: Anode Market
15:15 – 15:35
Pure Lithium metal anode: vertical integration from resource to battery
Emilie Bodoin
Emilie Bodoin

Emilie Bodoin

Founder & CEO

Pure Lithium

15:30 – 17:00
Afternoon Roundtables

Afternoon Roundtables are an exclusive series of intimate discussions addressing critical topics from the agenda. Engage with one or two hosts in a 10-person roundtable setting, where you’ll delve into the challenges, innovations, and opportunities shaping the future of the EV battery and battery raw materials.

17:00 – 19:00
Closing Remarks & Drinks Reception
07:30 – 08:30
Networking Breakfast
08:50 – 09:00
Welcome Remarks
09:00 – 09:20
From Solid-state to Anode-free Batteries: Alternative chemistries long-term view

A deep dive into the latest advancements in battery technology followed by a Q&A

 

An overview of the next-gen technologies, including solid state, lithium sulphur, silicon anodes and anode-free batteries

Is lithium still worth focusing on, or can other metals disrupt lithium’s position as a critical material? If Solid State is winning, do we need all that refining?

Hydrogen and future potential

Adrian Tylim
Cormac O'Laoire
Muthu Krishna
Adrian Tylim

Adrian Tylim

Head of Business Development

Blue Solutions

Cormac O'Laoire

Cormac O'Laoire

Managing Director

Electrios Energy

Muthu Krishna

Muthu Krishna

Battery Manufacturing Cost Modeler

Fastmarkets, Former Lead Cell Engineer at Jaguar Land Rover

09:20 – 09:50
Can the US forge a path to anode self-sufficiency?

How long will it take for the US to build a self-reliant anode supply chain?

How far in the process are we, and how scalable is the building of the anode supply ecosystem?

To what extent silicon could replace graphite?

Is the US betting more on alternative anode technology with funding the same number of silicon projects versus graphite?

Will we see a bigger difference in pricing in the US, Europe and China

Will the increasing competition with China put further pressure on prices?

09:50 – 10:30
"Do I Fit in?" – Bridging the Skills Gap and Securing Talent

An engaging dialogue on shaping the future of talent in the EV battery sector

– Solving the skills gap by diversifying not just the cathode but also the workforce  

– The growing role of women and diverse representation coming from different sectors to bring in new ideas

– How can mining attract new talent? How can it promote itself as vital for the future?

Barry Jackson
Phoebe O'Hara
Barry Jackson

Barry Jackson

Sourcing & Origination (Base, Battery, PGM's, Precious, Recycling)

Anglo American

Phoebe O'Hara

Phoebe O'Hara

Energy Transition Analyst

Fastmarkets

10:30 – 11:00
Networking & Refreshments Break
11:00 – 12:30
Global Market Snapshot: Asia, Africa, Canada, South America, Australia, and Europe

A dynamic and fast-paced session featuring PechaKucha-style presentations, followed by an interactive Q&A segment. A whirlwind of concise and engaging presentations on diverse topics, each accompanied by 20 slides displayed for 20 seconds each.

An overview of regional developments, supply and demand, economic growth and technological advancements

Is the West missing out on investment opportunities in Africa?

What is the true inventory capacity in China?

What are the latest developments in Argentina, Chile, Brazil and Bolivia?

Why has Quebec decided to invest so heavily to create the entire battery infrastructure?

Will China export its way out of that overcapacity?

How does the Indonesian nickel fit into the IRA?

 

 

Javier Martinez de Olcoz Cerda
Rachel Zhang 张镭
Javier Martinez de Olcoz Cerda

Javier Martinez de Olcoz Cerda

Managing Director

Morgan Stanley

Rachel Zhang 张镭

Rachel Zhang 张镭

Managing Director

Morgan Stanley | Research

12:30 – 13:00
Global Legislative Landscape: The future of incentives, restrictions, and subsidies

A thought-provoking discourse brings together industry experts and thought leaders to explore future scenarios while actively encouraging audience participation

The Future of battery laws in the EV-producing countries

European Critical Raw Materials Act and future economic incentives: What will the EU do to compete with the IRA?

Geopolitical risks and nationalization in Mexico and Chile – are other countries moving in that direction? What does Milei’s presidency mean to the future of Argentina’s lithium?

The future of critical mineral policy in Canada and Australia

Andy Leyland
Daniel Jimenez
Cormac O'Laoire
Phoebe O'Hara
Roland Chavasse
Andy Leyland

Andy Leyland

Managing Director

Supply Chain Insights

Daniel Jimenez

Daniel Jimenez

Managing Partner

iLiMarkets

Cormac O'Laoire

Cormac O'Laoire

Managing Director

Electrios Energy

Phoebe O'Hara

Phoebe O'Hara

Energy Transition Analyst

Fastmarkets

Roland Chavasse

Roland Chavasse

Secretary General

International Lithium Association (ILiA)

14:30 – 15:00
Deep Sea mining: Can it help power the energy transition?

A deep dive into the latest advancements in deep sea mining technology and opportunities followed by a Q&A

What is deep-sea mining, and how is it connected to the future of electrification?

Can deep-sea mining be a viable alternative to the often problematic extraction of critical battery raw materials on land?

What is the environmental impact of extracting resources from the ocean floor?

When could we see harvesting those materials at an industrial scale?

14:50 – 15:00
Closing Remarks & End of Conference