MondaySep 18
TuesdaySep 19
WednesdaySep 20
Time in PT
Time
Event
What
Who
17:00 - 18:00
Registration & Welcome Drinks
07:45 - 08:45
Networking Breakfast
08:59 - 08:59
Building resilient battery and critical metal supply chain in Europe
09:00 - 09:20
EV demand forecast
- Market forecast for European and global EV sales, production and battery demand - State of the downstream end of the European battery supply chain - When will cost stop being the biggest hurdle for EV adoption in Europe? - Chinese EV export surge to Europe
Phoebe O'Hara
Phoebe O'Hara

Phoebe O’Hara

Battery Raw Materials Analyst

Fastmarkets

09:20 - 10:00
European Critical Raw Materials Act: Is Europe doing enough?
- European Critical Raw Materials and Net-Zero Industry Acts: How will the new legislation work?

- Which European projects can benefit from the regulation?

- How does the legislation compare with the US Inflation Reduction Act and the UK Critical Minerals Strategy?

- How viable are the acts going to be in terms of building a local autonomous supply chain?

- What do the regulations mean to non-European suppliers?

- How will it support Europe to compete with the US and China for overseas raw material supply?



10:00 - 10:40
Executive Keynote Panel: Scaling sustainable battery and critical metals production in Europe
- How will Europe achieve viable and scalable commercial mid-stream enterprises?

- What will be a healthy and realistic balance between domestic and extra EU sourcing?

- Criteria for who we should partner with and how to avoid costly and long-term mistakes

- Cutting through the noise: Finding common ground and mutual understanding between OEMs and mining companies

- Identifying potential future supply chain risks – From Brexit, Covid-19, and the Suez Canal blockage to the Russia-Ukraine war, what can we learn from the past years and how to better prepare for the future?



Yann Teste
Eric Norris
Matti Hietanen
Francis Wedin
Yann Teste

Yann Teste

Vice President Purchasing New Technologies and Global Categories

VOLVO AB Group, Volvo Construction Equipment

Eric Norris

Eric Norris

President of Energy Storage

Albemarle Corporation

Matti Hietanen

Matti Hietanen

CEO

Finnish Minerals Group

Francis Wedin

Francis Wedin

Managing Director

Vulcan Energy Resources

10:40 - 11:00
Networking & Refreshments Break
10:59 - 11:00
Critical metals pricing outlook
Will Adams
Will Adams

Will Adams

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

Fastmarkets

11:00 - 11:30
Fastmarkets Insights: Pricing forecast for battery raw materials
- Supply & demand outlook

- Where will battery raw materials to Europe come from?

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

- The Impact of high price environment and EV battery costs risks on EV uptake in Europe

- With China’s top lithium producers agreeing to set a floor price – how will that impact the market internationally? Will China continue to set the trend for the rest of the world?



Will Adams
Will Adams

Will Adams

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

Fastmarkets

11:30 - 11:50
Fireside chat with Eric Norris
Andrea Hotter
Eric Norris
Andrea Hotter

Andrea Hotter

Special Correspondent

Fastmarkets

Eric Norris

Eric Norris

President of Energy Storage

Albemarle Corporation

11:50 - 12:30
ESS Outlook: Capitalising on the potential beyond EV applications
- Battery chemistries and key characteristics of battery storage systems

- How big could the stationary storage industry become globally and regionally? What will that mean for lithium?

- Will there be enough battery raw materials for ESS? Or will there be a tipping point when other technologies take over?



12:30 - 13:00
Fastmarkets Insights: A guide to hedging, futures contracts, and zero-cost collars
- Options are available for managing volatility and price risk in battery raw materials markets

- A roadmap to a robust price risk management strategy in the battery supply chain and how to implement one

- How will risk management tools continue to develop in the battery raw materials markets?



13:00 - 14:00
Lunch & Networking Break
13:59 - 14:00
Stream 1: Securing Critical Metal Supply Stream 2: ESG and Recycling Strategy
14:00 - 14:45
DLE Reality Check
- What is holding direct lithium extraction back? - What impact will it make, and when? What technologies are poised to deliver on their promise? - Or will we have to rely on incumbent technologies for years to come?
14:00 - 14:15
OEM’s perspective: The future of Innovation and Sustainability in Europe
Yann Teste
Yann Teste

Yann Teste

Vice President Purchasing New Technologies and Global Categories

VOLVO AB Group, Volvo Construction Equipment

14:15 - 14:30
Battery Passports: Increasing transparency across the battery value chain
- What is the battery passport? What are its key indicators? - How is it going to be enforced? - What does it mean for the industry? How will it impact the EV battery supply chain in Europe and globally?
14:30 - 14:50
Battery recycling & black mass forecast
- Global and regional outlook for black mass and pricing

- How much battery demand can come from recycled materials in the long term and why?

- How much material supply can be sourced from recycling? Predicted scrap versus manufactured volumes

- Key ESG and supply chain qualification criteria



14:45 - 15:30
Achieving lithium supply security in Europe
- Can Europe secure enough lithium? - What are the realistic scenarios for the localised, vertically integrated European lithium supply chain? - How to overcome the challenges in bringing new mines into operation? - Lithium supply opportunities from outside Europe
George Heppel
George Heppel

George Heppel

Head of Commercial and Market Analysis, CCA | Battery Metals

BASF

14:50 - 15:30
Second-life or Recycling?
- How big is the second-life battery market?

- Advanced Battery recycling technology versus second-life business model

- Which parameters determine whether a certain used battery is suitable for second life or recycling?

- Risks and opportunities in second-life applications for EV batteries



Eden Yates
Dr. Yu-Tack Kim
Elewout Depicker
Eden Yates

Eden Yates

Head of Marketing

Cling Systems

Dr. Yu-Tack Kim

Dr. Yu-Tack Kim

CEO

TDL

Elewout Depicker

Elewout Depicker

Vice President Commercial & Corporate Development

Li-Cycle

16:00 - 16:45
A Lifetime of a mining project: Getting it right
- 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 then execute and start building



Matt Fernley
Francis Wedin
Matt Fernley

Matt Fernley

Head of Research

Volta Fund; MD of Battery Materials Review

Francis Wedin

Francis Wedin

Managing Director

Vulcan Energy Resources

16:00 - 16:40
Sustainable recovery of minerals from scrap and end-of-life
16:40 - 17:00
Addressing water footprint in lithium production
- What ESG concerns should lithium buyers look to be aware of in 2023? - How have concerns over water availability in lithium extraction affected development in the sector? - As demand for lithium ramps up, how are ESG concerns considered in supply strategies as material availability tightens?
16:45 - 17:15
Supply Chain Insights
- How big is the second-life battery market?

- Advanced Battery recycling technology versus second-life business model

- Which parameters determine whether a certain used battery is suitable for second life or recycling?

- Risks and opportunities in second-life applications for EV batteries



17:00 - 18:00
Overcoming permitting challenges: Building social licence
- How should pursue exploration projects in Europe?

- How to “strike a balance” between protecting nature and mineral extraction?

- Building social licence – what’s the best practice for community engagement and getting consent from community members?



17:15 - 18:00
Rare-Earth Metals Outlook
18:00 - 20:00
Closing Remarks & Drinks Reception
07:45 - 09:00
Networking Breakfast
09:00 - 09:40
Investor Panel: Critical mineral investment strategies
- Dynamics impacting critical minerals investment in Europe and globally - Which metals are poised to perform well? What will the industry look like in Europe in 10 years? - Alternative financing strategies for new processing plants and critical metal projects
Rajat Kohli
Rajat Kohli

Rajat Kohli

Director & Co-Founder

Oval Advisory

09:40 - 10:10
Carbonate, hydroxide, or li-metal? Battery chemistry outlook 2035
- Which chemistry mix will dominate the market in the future?

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

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



Nicolo Campagnol
Francisco Carranza
Lisset Urrutia
Nicolo Campagnol

Nicolo Campagnol

Solution manager of Battery Insights

McKinsey & Company

Francisco Carranza

Francisco Carranza

CEO

Basquevolt

Lisset Urrutia

Lisset Urrutia

Director R&D and Cell Engineering

SVOLT

10:10 - 10:40
Lessons learned from Britishvolt
10:40 - 11:00
Networking & Refreshments Break
10:59 - 11:00
Stream 1: Securing Critical Metal Supply Stream 2: Battery Innovation
11:00 - 11:30
Nickel overview: From pricing mechanisms to ESG profiles
- An in-depth overview of nickel feedstock from briquette, nickel matt to MHP and its legislative, geopolitical and carbon footprint considerations



Callum Perry
Callum Perry

Callum Perry

Nickel Price Reporter

Fastmarkets

11:00 - 11:40
Disruptive battery technologies: which ones are built to last?
- From LMFP, dry coating, silicone, and lithium anodes to sodium-ion batteries, which battery technologies will survive? - Is the market big enough for all these technologies to attract the necessary investment? - What is the timeline for disruption? How soon will mobility applications for sodium ion be apparent to the market?
Nicolo Campagnol
Nicolo Campagnol

Nicolo Campagnol

Solution manager of Battery Insights

McKinsey & Company

11:30 - 12:00
The future of sustainable nickel supply in Europe
- Where are the nickel ore and refined material going to come from? - How are producers adapting to increased demand for nickel in battery production? - How will nickel processing and refining evolve to meet new environmental standards of electric vehicle producers? - Addressing waste management and deep-sea tailings disposal
11:40 - 12:00
Solid State battery: Could it be the future of EVs?
- What is a solid-state battery? How does it work? - How does solid-state battery differ from other chemistries, and what are its advantages? - Solid-state battery commercialization and utilization: what are the drawbacks?
Dr. Yu-Tack Kim
Dr. Yu-Tack Kim

Dr. Yu-Tack Kim

CEO

TDL

12:00 - 12:20
Next-gen flow batteries
- Next-gen energy storage – could ‘flow batteries’ help sustain the grid? - Insights into the latest disruption flow battery chemistries - Commercialization status - Future applications and opportunities

Luis Fernando Arenas

Humboldt Research Fellow

Clausthal University of Technology

12:00 - 13:00
When will graphite flake be back in defecit?
- Where will graphite to Europe come from, and at what price? - Where are the biggest pinch points going to be in the supply chain - mining or processing? - Are EU and US measures to encourage supply chains sufficient in natural and synthetic graphite? IRA (US), Critical Raw Materials Act (EU) and Critical Minerals Strategy (UK)
Amy Bennett
Amy Bennett

Amy Bennett

Principal Consultant

Fastmarkets

12:19 - 12:19
Stream 2: Regional Forces
12:20 - 13:00
The IRA: Existential threat or a catalyst for Europe?
- What does the IRA mean to the European EV battery industry? - Key implications for the European supply chain and international trade - The future of clean energy investment
13:00 - 14:00
Lunch & Networking Break
14:00 - 14:20
The present and future of the anode material industry
- How long will the current over-capacity of the anode market last? - What are the technical risks of developing anode materials projects? - How can producers manage costs along the supply chain? - What is the future of silicon anode?
14:00 - 14:40
South America’s Dynamics
- Lithium and battery raw material resources in South America

- Analysis of the jurisdictions in Chile, Argentina, Brazil, and Bolivia and their future potential and challenges in producing lithium

- M&A transactions in the lithium space in South America and a perspective on Chinese/European investments



14:20 - 15:00
Securing low-carbon and responsibly sourced cobalt
- The supply and processing of cobalt - where will the refined material and the ore come from? How much cobalt will come from and outside of DRC?

- The European Critical Materials Act and the Inflation Reduction Act and their implication on the global cobalt market – Can ESG requirements help achieve decarbonisation?

- How will Indonesia’s HPAL plants affect the global cobalt supply?

- New-generation battery technologies – will they curb demand for cobalt?



Tom Fairlie
Tom Fairlie

Tom Fairlie

Senior Sustainability Manager

The Cobalt Institute

14:40 - 15:00
Asia Market Outlook
- EV battery market growth and opportunities in India, Indonesia, Malaysia and Vietnam - Development of the Chinese EV Industry - Chinese subsidiaries and their plans for overseas developments
15:00 - 15:30
Networking & Refreshments Break
15:30 - 17:00
Afternoon Roundtables
- The European Critical Materials Act: Qualifying as a strategic project in Europe

- Criteria and requirements

- Application procedures

- How quickly do you get approved



- Funding Strategies



- How to approach sustainability reporting?



- Building Social Licence: A roadmap to getting consent from community members



- Reducing CO2 emissions best practice



- Developing closed-loop EV battery recycling



17:00 - 18:00
Closing Remarks & End of Conference
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