Fastmarkets Asian Battery Materials Conference 2023

MondayMay 1

TuesdayMay 2

WednesdayMay 3

Time in PT

Monday
Tuesday
Wednesday

Time

Event

What

Who

18:00 - 20:00

Registration

18:00 - 20:00

Welcome drinks reception

08:00 - 08:45

Pre-conference battery metals derivatives & hedging workshop

Jessie Ng

Associate Director, Commodities

SGX

Christopher Ellis

Strategy Director - Metals

Fastmarkets

Sachin Patel

Executive Director, Metals

CME Group

08:45 - 09:00

Welcome Address

08:59 - 09:00

Keynotes: Leading the Global EV Battery Race

09:00 - 09:20

Global EV Outlook 2033: How will battery material prices affect the tipping point for mass adoption?

· Market forecast for global and regional EV production, sales, battery demand and battery chemistries · How will EV sales numbers be affected by purchasing habits of tomorrow’s generation, autonomous driving, robot taxis, and rental options? · Surging prices of battery materials: How will they affect the tipping point for mass adoption of EVs? · State of the downstream end of the Asian battery supply chain

Phoebe O’Hara

Battery Raw Materials Analyst

Fastmarkets

Vicky Zhao

Senior Analyst, Battery Raw Materials

Fastmarkets

09:20 - 09:40

EV and ESS battery: Demand projections by region

Global and regional EV battery outlook
ESS market capacity and opportunities
How are Asian and Western companies responding to expectations within their market base?
How are those expectations shifting battery technology requirements?
Gigafactories’ development outlook
What are the differences in battery manufacturers’ approaches to procuring metals?

Dr Wolfgang Bernhart

Senior Partner, Global Co-Head

Advanced Technology Center Automotive & Industrials at Roland Berger

09:40 - 10:00

The Lithium Ecosystem: Building Resilience in Regional Supply Chains

Kevin Chan

Vice President Commercial, APAC

Albemarle

10:00 - 10:30

Executive Keynote Panel Discussion: The future of Asia’s EV battery supply chains

How will global supply chains change by 2030? How will Asia maintain its position as the predominant force in the EV battery race?
Where will the new BRM supply come from? What is importing from Australia and Indonesia going to look like? How will Southeast Asia’s ambitions shape the future of supply in the region?
Nearshoring strategies – moving from ‘just in time’ to ‘just in case’: Will Asian companies move their PCAM, CAM and AAM plants closer the client?
China’s zero-Covid policy and future implications on supply chain, EV production costs and EV adoption
The Inflation Reduction Act: How will it impact Asia’s EV supply chains?
Risks and opportunities of vertical integration

Walter Czarnecki

Chief Commercial Officer

Livent

Kevin Smith

Managing Director

TRAXYS

Callum Perry

Price Reporter

Fastmarkets

Stephen Wells

Chief Financial Officer

Syrah Resources Ltd

Chaitan Kansal

Chief Marketing Officer

Albemarle

10:30 - 11:00

Networking & Refreshment Break

11:00 - 11:30

Fastmarkets Insights: Pricing forecast for battery raw materials

· Global and regional supply & demand outlook

· What lies ahead for prices? Long and short-term forecasts for lithium, cobalt, nickel, graphite and manganese

· EV Battery cost forecast

· Impact of high price environment and EV battery costs risks for EV uptake in Asia

· Is the BRM market recession-proof?

Will Adams

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

Fastmarkets

11:30 - 11:50

The future of lithium and how to make a business thrive in times of change

Peter Oliver

Non-Executive Director

Latin Resources, Former CEO of Talison Lithium

11:50 - 12:05

De-risking the lithium supply chain in APAC

· Insights into production expansion: New projects in Sal de Vida and James Bay · Lithium carbonate and lithium hydroxide production · ESG credentials – sustainability policy, NetZero commitment

Christian Barbier

Chief Sales and Marketing Officer

Allkem

12:05 - 12:45

Tackling price volatility: How to manage risk and protect profit margins

What options are available for managing volatility and price risk in battery raw materials markets?
What does a robust price risk management strategy look like in the battery supply chain, and how can you implement one?
What are the routes to market and practicalities of hedging lithium and cobalt prices?
How will risk management tools continue to develop in the battery raw materials markets?

Jessie Ng

Associate Director, Commodities

SGX

Christopher Ellis

Strategy Director - Metals

Fastmarkets

Martim Facada

Lithium Trader

TRAXYS

Nitish Garg

Senior Director of Procurement, Utility-Scale Energy Storage

Avantus

Sachin Patel

Executive Director, Metals

CME Group

12:45 - 13:45

Lunch & Networking Break

13:59 - 14:00

Stream 1: BRM – Securing Supply Stream 2: Recycling & ESG Innovation

14:00 - 14:20

Lithium market spotlight

· Global and regional supply and demand outlook 2023-2033

· What will the global lithium map look like?

Daniel Jimenez

Managing Partner

iLiMarkets

14:00 - 14:20

Fastmarkets Insights: Battery recycling forecast

· Global and regional outlook for black mass · How much material supply can be sourced from recycling? Predicted scrap versus manufactured volumes · How will it impact the price of batteries? · Key ESG and supply chain qualification criteria

Julia Harty

Battery Recycling Analyst

Fastmarkets

14:20 - 14:50

Lepidolite: Could it be a game-changer for lithium?

· How viable is lithium extraction from lepidolite? How is that shaping-up in China? How realistic is the production of high-quality chemicals?

· How quickly and how much material can come to the market?

· Lepidolite versus spodumene conversion process and cost analysis; how will these resources impact the next round of the lithium cycle

Wei Xiong

Lithium Advisor

TRAXYS, Former VP of General Lithium

Vicky Zhao

Senior Analyst, Battery Raw Materials

Fastmarkets

14:20 - 15:00

Recycling technology: Deep dive

· How to successfully extract lithium and other materials from battery waste?

· Mechanical, hydrometallurgical, and low CO2 recycling technology outlook

· Increasing scalability and cost efficiency at battery collection, pre-processing, and processing stages

· Comparison of technology, markets and suppliers across China, Europe, and the US

Jeremy McManus

General Manager Commercial and Investor Relations

Neometals Ltd

Dr. Yu-Tack Kim

CEO

TDL

Julia Harty

Battery Recycling Analyst

Fastmarkets

14:50 - 15:30

Solving the shortage of lithium supply

· Where is the new lithium supply going to come from? When will the new capacity come online?

· Will the industry be able to produce enough of the battery-grade material needed?

· Africa’s lithium resources and potential

· The future of lithium extraction from unconventional resources: DLE, lepidolite, geothermal and clay

· Lithium sulphate and its potential to minimize carbon footprint

· Product qualification period: how has it changed over time, and how will the process evolve in the future?

Jingwen Sun

Deputy Director, Equity Research Department

Minmetals Securities

Daniel Jimenez

Managing Partner

iLiMarkets

Hideki Ozawa

Global VP Business Management, Lithium Hydroxide

Albemarle

Chandler Wu

Senior Analyst, Battery Raw Materials

Fastmarkets

Jingtai Lun

Asia Non-Ferrous Editor

Fastmarkets

Christopher Gale

Executive Director

Latin Resources Limited

15:10 - 16:20

Environmental impact reduction: LCA in aligning with EU Regulations

Mitigating environmental impacts in the battery industry

Dr. Robert Pell

Founder & CEO

Minviro Ltd

15:30 - 16:00

Networking & Refreshment Break

16:00 - 16:15

Nickel market spotlight

· Global and regional supply & demand dynamics 2023-2033 · Pricing forecast

Will Adams

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

Fastmarkets

16:15 - 16:35

Indonesia's Nickel Industrial Strategy: What's next for nickel export tax?

· How is Indonesia planning to build the whole battery supply chain?

· What are the country’s domestic EV and ESS uptake plans?

· Aligning with the OEM’s ESG ambitions - Could Indonesia make its nickel with less carbon footprint?

Callum Perry

Price Reporter

Fastmarkets

Prof. Evvy Kartini

Founder

National Battery Research Institute (NBRI)

Septian Hario Seto

Indonesia’s Deputy of Investment and Mining Coordination

Coordinating Ministry for Maritime and Investments Affairs

16:20 - 17:05

Closing the loop: Steps for making sustainable mobility a reality

· What are the key points to establishing closed-loop recycling?

· How are recycling industries shaping up in different regions?

· What policies and strategies do countries develop to ensure their in-country circular economies?

· Who is going to win the race to control recycling? Will mining companies in the future offer both virgin and recycled materials?

· Recycling methods for Lithium Iron Phosphate batteries

· Current trends in Europe and the US

Hans Eric Melin

Founder

Circular Energy Storage

Bryan Oh

CEO

NEU Battery Materials

Frederik Kuhn

Vice President Lithium Recycling

Albemarle

Aaron Wee

Head of Investments and Strategy

ACE Green Recycling

Anthony Tse

Operating Partner - Global Private Equity, Hong Kong

Franklin Templeton

Julia Harty

Battery Recycling Analyst

Fastmarkets

16:20 - 16:40

Boosting lithium mining efficiency with DLE

· What are the differences between DLE and DLP processes?

· What are the benefits and downsides of such technologies?

How much can these technologies really impact global supply, and when?

Ivy Gao

Chairwoman

Sunresin New Materials

17:00 - 17:30

EV battery traceability with blockchain technology

· Improving traceability of battery raw materials and carbon intensity

· Innovative solutions that help manufacturers, brands, and OEMs trace raw materials from their source all the way to the end product. Sharing data about their products while retaining information privacy

· What’s next for EV Battery Passports?

Aloysius Lim Qing Rong (林庆融)

Client Partner, APAC

Circulor

17:00 - 17:30

Ramping nickel capacity in time, on budget and sustainably

· How is nickel coming to market? How has that changed? · MHP - can it meet all the nickel and cobalt demand? · Will nickel matt become the most popular intermediate for producing nickel sulphate? · How did Chinese companies ramp up HPAL plants in Indonesia much faster than Western companies could in other locations previously and at much lower costs? · Could Indonesia make its nickel matt with less carbon footprint? What are the plans for using renewable power?

Eugene Ho

Deputy Chief Executive Officer

CoreMax Corporation

Aldo Namora

Head of Business Development and Risk Management

Ceria Nugraha Indotama

Justin Werner

Managing Director

Nickel Industries

Callum Perry

Price Reporter

Fastmarkets

Yiwen Ju

Price Reporter

Fastmarkets

17:30 - 19:30

Closing Remarks & Drinks Reception

08:45 - 09:00

Welcome Address

08:59 - 09:00

Stream 1: Next-Gen Battery Innovation Stream 2: Investment Focus

09:00 - 09:45

Seizing opportunities in financing the renewable energy transition

· Investment outlook 2023: Lithium and battery raw materials · Dynamics impacting the BRM markets in Asia · Which metals are poised to perform well? · Energy input, CAPEX, energy storage and new opportunities in the region · Alternative financing strategies for junior miners

Ross Gregory

Partner

New Electric Partners (South Korea)

Scott Clements

Partner

Tribeca Capital

Anthony Tse

Operating Partner - Global Private Equity, Hong Kong

Franklin Templeton

09:00 - 09:45

NCM, LFP or solid-state? Battery chemistry outlook 2035

· Which chemistry mix will dominate the market in the future?

· Will Increasing LFP popularity curb cobalt demand?

· How will changing chemistry trends affect Li carbonate and Li hydroxide demand?

· What do high-performance, solid-state batteries mean for battery material suppliers?

Dr. Yu-Tack Kim

CEO

TDL

Muthu Krishna

Energy Transition Analyst - Battery Manufacturing Cost Modelling

Fastmarkets, Former Lead Cell Engineer at Jaguar Land Rover

Nitish Garg

Senior Director of Procurement, Utility-Scale Energy Storage

Avantus

Brian K Dillard

Chief Growth & Technology Strategy Officer

VinEs

09:45 - 10:00

SGX Insights: Derivatives and their role in the drive towards electrification

Jessie Ng

Associate Director, Commodities

SGX

09:45 - 10:30

Beyond Lithium-Ion batteries

· Sodium-ion, solid state, graphene and nanotech technology: benefits and application

· Can they help take the pressure off the supply issues of lithium, and other battery raw materials?

· Are they a viable alternative to lithium-ion batteries?

Sebastian Pohlmann

Vice President

Skeleton Technologies

Cormac O’Laoire

Managing Director

Electrios and Head of strategy, Green Li-ion, Singapore

Jubin Varghese

CEO & Co-Founder

Gegadyne Energy

10:00 - 10:30

Lithium Projects Insights

Lithium projects: Chile
Lithium projects: South East Asia

Andrew Phillips

Executive Director

Lithium Power International

Paul Lock

Chairman and Managing Director

Pan Asia Metals

10:30 - 11:00

Networking & Refreshment Break

11:00 - 11:30

China – strengthening lead in the global EV battery market

· Demand and supply outlook for EVs, batteries, ESS and battery raw materials · How is China going to retain its dominance in the EV battery sector? · How much of its refining capacity is China prepared to take overseas? · Material supply security - where will China feed its mid-stream position in the industry from? · Lepidolite resources – are they a suitable way to localise China’s supply chain?

Jingwen Sun

Deputy Director, Equity Research Department

Minmetals Securities

Cormac O’Laoire

Managing Director

Electrios and Head of strategy, Green Li-ion, Singapore

Gloria Xu

Country Manager & VP of External Affairs, China

Albemarle

Karen Shi

Index Manager- China

Fastmarkets

Anthony Tse

Operating Partner - Global Private Equity, Hong Kong

Franklin Templeton

11:00 - 11:00

Next-gen vanadium redox flow batteries: Will they overthrow Li-ion?

· ESS market global and regional capacity outlook · Next-gen energy storage – could ‘flow batteries’ help sustain the grid? · Insights into the latest disruption in the energy storage technology – future applications and opportunities

11:20 - 11:50

Fastmarkets Insights: The Future of EV Battery Pack Sizes

· What is the projected growth trend in battery pack sizes for EVs? · How much range is really necessary? · What impact does this have on raw material demand?

Muthu Krishna

Energy Transition Analyst - Battery Manufacturing Cost Modelling

Fastmarkets, Former Lead Cell Engineer at Jaguar Land Rover

11:30 - 12:00

Indonesia – taking the mining industry to the next level

· Indonesian strategies for nickel and cobalt: How will they shape the way resources come to the market? · Nickel export tax and its potential impact on Asian and international markets. What pre-emptive actions should businesses take to mitigate possible risks? · How is Indonesia planning to ensure that the overall CO2 emission is acceptable? · Indonesia has banned DSTP (deep sea tailings placement/disposal) – with more HPAL plants planned, how will waste be managed in an eco-friendly way?

Meidy Katrin

Secretary General

Indonesian Nickel Miners Association (APNI)

Callum Perry

Price Reporter

Fastmarkets

Septian Hario Seto

Indonesia’s Deputy of Investment and Mining Coordination

Coordinating Ministry for Maritime and Investments Affairs

11:50 - 12:40

The present and future of the Cathode and Anode Material Industry

Anurag Choudhary

Chairman & Managing Director

Himadri Speciality Chemical Ltd

Jaebum Park

Senior Principal Researcher - EV, Battery, Materials & Raw Materials

POSCO Research Institute

11:50 - 12:20

Disruptive innovations: Cell-to-pack technology, cell design and swappable batteries

· The future of cell-to-pack integration, cell design, designing swappable batteries

· How disruptive will these innovations be to supply and demand pallets of the key metals?

· How will battery swapping evolve for cars, two and three-wheelers, and heavy-duty commercial segments

· Market players, technology landscape and 10-year forecasts

12:00 - 12:30

The US Inflation Reduction Act (IRA) – What does it mean for Asia?

· How will the IRA shape the EV supply chains in the US and Asia? · How will it influence the industry with regards to the Chinese battery anode and cathode suppliers? · What are the measures that Chinese companies are taking? Are they planning to move the production abroad to circumvent the regulations? · How are other countries in the region adapting? Will they set up supply chains for their western customers?

Cormac O’Laoire

Managing Director

Electrios and Head of strategy, Green Li-ion, Singapore

12:30 - 13:00

South-east Asia's strategies to become the next EV HUB

Supply and demand forecast: EV market, 2 and 3-wheelers, stationary storage (ESS) and portable electronics
Vietnam’s ambitions and potential for entering the battery space. How will they compete with their CJK neighbours and Europe/USA?
Indonesia’s nickel export tax and long-term plans for the production and export of nickel and cobalt
Objectives and strategy of Thailand, Malaysia, and the Philippines to participate in the Li-ion battery supply chain

Zihao Li

Price Reporter

Fastmarkets

Jacky Feng Chen

Director, Regional Sales Asia Pacific BASF Battery Materials

BASF

Dennis Quintero

Chairman, Philippines-Australia Business Council

Member, Legal Committee - Chamber of Mines of the Philippines

Michael Willoughby

Managing Director, Global Head of Metals, Mining & Transition Materials

HSBC Bank (Singapore) Limited

Paul Lock

Chairman and Managing Director

Pan Asia Metals

13:00 - 14:00

Lunch & Networking Break

13:59 - 14:00

Stream 1: BRM - Securing Supply Stream 2: Localisation & Regional Forces

14:00 - 14:10

India EV battery market outlook

Anurag Choudhary

Chairman & Managing Director

Himadri Speciality Chemical Ltd

14:00 - 14:30

Cobalt market spotlight

Global supply & demand dynamics
Chinese cobalt market development
Pricing outlook

Ian Liu

Head of Cobalt Procurement

CNGR Advanced Material

Vicky Zhao

Senior Analyst, Battery Raw Materials

Fastmarkets

14:10 - 14:50

Electric Vehicle industry in India: Current state, govt policies and future outlook

· Size of the market, metal demand and consumption outlook

· Forecast for penetration of electric 2 and 3 wheelers

· Investment landscape and opportunities

· Giga factories, ESS and mid-stream opportunities

· PLI scheme and policy update - How is India incentivizing investment in the automotive and cell manufacturing sectors?

· EV charging infrastructure - What is the strategy for increasing the number of charging stations from 1800 available today to the required 400,000 by 2030?

Vikram Handa

Managing Director

Epsilon Carbon

Dev Ashish Aneja

Vice President

C4V USA, Former Head of EV’s and Batteries, Invest India

Phoebe O’Hara

Battery Raw Materials Analyst

Fastmarkets

Rajarshi Rakesh

Mobility Thought Leader, Chief Executive Officer, EMEA

BILITI Electric

Anurag Choudhary

Chairman & Managing Director

Himadri Speciality Chemical Ltd

Rachel Chan

Sales Manager Battery Materials - South Asia & ASEAN

BASF

14:30 - 14:45

Precursor market overview

Ian Liu

Head of Cobalt Procurement

CNGR Advanced Material

14:45 - 15:30

Resolving constraints for sustainable and ethical cobalt supply

· Will there be enough material to satisfy EV demand?

· How much of it will come from and outside of DRC?

· Indonesia’s HPAL plants – how will they affect the global cobalt supply?

· The Inflation Reduction act and its implication on the global cobalt market

· What are the likely future scenarios for Chinese Covid restrictions, cobalt demand slump and price gap issues?

· Will LFP and new-generation batteries curb demand for cobalt?

Eugene Ho

Deputy Chief Executive Officer

CoreMax Corporation

Tony Southgate

Cobalt Trader

Stratton Metal

Ian Liu

Head of Cobalt Procurement

CNGR Advanced Material

Carrie Shi

Market Reporter – China

Fastmarkets

14:50 - 15:30

Australia: Powering the global electric vehicle revolution

· The future of Australia’s EV landscape · Building up a regional ecosystem, from mining through PCAM to Cathode: How far will Australia go downstream to capitalise on its strong natural resources? · What are the short to long-term plans for shipping materials to China for processing? · Reducing BRM carbon footprint with innovative solutions - lithium sulphate, renewable energy and electric calcination

Gina Yoon

Industry Analysis and Planning Director

Allkem

Anthony Tse

Operating Partner - Global Private Equity, Hong Kong

Franklin Templeton

15:30 - 16:00

Networking Break

16:00 - 16:15

Graphite market spotlight

· Global and regional supply & demand dynamics · Pricing forecast

Will Adams

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

Fastmarkets

16:00 - 17:00

Navigating Europe’s policies and the ESG requirements

· The EU Critical Raw Materials Act: What regulatory changes to expect? What are the likely implications for importing materials to Europe? What are the expectations for battery recycling? What’s next for the carbon tax and battery passports? · Russia – Ukraine war repercussions: European energy crisis and its impact on the EV supply chains and Giga factories · Europe’s ambitions for material refining and cathode manufacturing · Outlook for Europe’s battery raw material deposits and investment potential

Giorgio Corbetta

EU Affairs Director

EUROBAT

Rajarshi Rakesh

Mobility Thought Leader, Chief Executive Officer, EMEA

BILITI Electric

Michael Schmidt

Economic Geologist and Senior Analyst

German Mineral Resources Agency DERA

16:15 - 17:00

Battery grade graphite: Will demand outpace supply?

· Is the graphite shortage coming? What would be its consequences?

· Shift in the value chain structure: How are the companies preparing to manage disruptions such as localization and nearshoring?

· Latest innovations in synthetic graphite production: How could they affect the industry going forward?

Vikram Handa

Managing Director

Epsilon Carbon

Sybil Pan

Senior Price Reporter

Fastmarkets

17:00 - 17:00

Closing Remarks & End of Conference