Time
Event
What
Who
07:45 - 08:45
Networking Breakfast
08:45 - 09:00
Welcome Address
08:59 - 09:00
Keynotes: U.S. Position as an Emerging Electric Vehicle Manufacturing Powerhouse
09:00 - 09:20
Global EV supply & demand forecast
· When will electric cars reach price parity with ICE vehicles? · How will EV sales numbers be affected by purchasing habits of tomorrow’s generation, autonomous driving, robotaxis, and rental options? · What are the risks to EV growth during a recession? · When will cost stop being the biggest hurdle for EV adoption? · How are OEMS bridging the gap in accessing metal? What’s the lead time to commercial production vs EV manufacturing goals? · What is the governments’ role in stimulating E.V. demand and supporting charging infrastructure
Muthu Krishna
Battery Manufacturing Cost Modeller
Fastmarkets, Former Lead Cell Engineer at Jaguar Land Rover
09:20 - 09:40
Keynote Address: The IRA and strengthening the US supply chain for critical minerals
· How does the policy of the Federal Government support vertical integration of the supply chain and critical mineral security?
· The President’s vision on the Inflation Reduction Act both domestically and globally
· Strategy for the US and international mineral security partnerships
· Policy and infrastructure reform plans: What happens next?
· The President’s vision on the Inflation Reduction Act both domestically and globally
· Strategy for the US and international mineral security partnerships
· Policy and infrastructure reform plans: What happens next?
Helaina Matza
Deputy Special Presidential Coordinator for the Partnership for the Global Infrastructure Investment
U.S. Department of State
09:40 - 10:30
Executive Keynote Panel Discussion: The Future of Vertical Integration
· How will the US establish its local supply chain quickly, sustainably and remain competitive? · How will new mines, gigafactories, and processing plants be set up in time for the scale of cells and batteries needed? · Future partnerships and level of integration: Is the GM model is going to become far more common? To what lengths are automakers prepared to go upstream? And what does this mean for the other automakers who are still behind? · How realistic is it for the West to truly separate from China? Given that it took 20+ years to build the supply chains and the current dynamics, what will it look like in the future? How will the US respond to Chinese automotive companies now entering the market in the West? · Europe, the US, or China? Who is going to be more successful in attracting the right partnerships in South America? · If lithium is a constraining factor, is the future in smaller batteries per vehicle?
Andrea Hotter
Special Correspondent
Fastmarkets
Eric Norris
President of Lithium
Albemarle Corporation
Helaina Matza
Deputy Special Presidential Coordinator for the Partnership for the Global Infrastructure Investment
U.S. Department of State
Dale Henderson
Managing Director and CEO
Pilbara Minerals Limited
10:30 - 11:00
Networking & Refreshments Break
11:00 - 11:20
Albemarle Keynote Address
Eric Norris
President of Lithium
Albemarle Corporation
11:20 - 11:40
Lithium and battery materials: Supply and demand forecast
· Supply & demand outlook for Lithium, Nickel, Cobalt, Manganese and Graphite
· Price forecasts
· Evolution of pricing and future contract structures
· Price forecasts
· Evolution of pricing and future contract structures
Will Adams
Head of Commodity Markets Research - Base Metals and Battery Raw Material
Fastmarkets
11:40 - 12:00
Asia Market Outlook
· Development of the Chinese EV Industry: EV demand and how will the economy play a role over the next 10 years? · Chinese subsidiaries and their plans for overseas. How will Asia maintain its position in the EV battery race? · Surging prices of battery materials: How will they affect the tipping point for mass adoption of EVs in the region? · 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?
12:00 - 12:30
Accelerating Sustainability: From ethical sourcing of materials to faster-charging infrastructure
· Is the future fewer cars, more leasing and renting, more Robo taxis and smaller cars with smaller battery packs but with faster charging and better-charging infrastructure? · Does a digitally connected, autonomous, human-centred and carbon-free mine have the potential to become a reality? · How can we better protect the land and community? · Sustainable water management · Ethical sourcing of raw materials: how to ensure they are entirely conflict free?
James Gavilan
Principal
Gavilan Commodities LLC
Hans Eric Melin
Founder
Circular Energy Storage
Ellen Lenny-Pessagno
Global Vice President External Affairs and Sustainability, Energy Storage
Albemarle
12:30 - 14:00
Lunch & Networking Break
13:59 - 14:00
Afternoon streams - Stream 1: Critical Metals Supply Stream 2: Fastmarkets BRM Academy
14:00 - 14:30
Lithium-ion battery 101
· How do lithium-ion cells work? · How are they made? What are the materials intensities? · Deep dive into cell manufacture with each step broken down into cost
Muthu Krishna
Battery Manufacturing Cost Modeller
Fastmarkets, Former Lead Cell Engineer at Jaguar Land Rover
14:00 - 14:20
Pilbara Keynote Address
Dale Henderson
Managing Director and CEO
Pilbara Minerals Limited
14:20 - 15:00
Lithium Project Insights
· Compass Minerals
· Latin Resources
· Lithium Power International
· Latin Resources
· Lithium Power International
Ryan Bartlett
SVP Lithium Commercial and Technology
Compass Minerals
Neil Herbert
Executive Chairman
Atlantic Lithium
Chris Gale
Managing Director
Latin Resources Limited
Philip Clegg
Portfolio Manager
Orion Resource Partners
Andrew Phillips
Executive Director
Lithium Power International
14:30 - 15:00
Supply Chain Insights
· How do the critical battery raw material markets work, who produces, sells, buys and consumes materials – and in which formats?
· The shift from benchmark to spot pricing
· Main exporting and importing countries and trading flows
Andrew Leyland, Managing Director, Supply Chain Insights
Christopher Ellis, Strategy Director, Fastmarkets
· The shift from benchmark to spot pricing
· Main exporting and importing countries and trading flows
Andrew Leyland, Managing Director, Supply Chain Insights
Christopher Ellis, Strategy Director, Fastmarkets
Christopher Ellis
Strategy Director - Metals
Fastmarkets
Andrew Leyland
Managing Director
Supply Chain Insights
15:00 - 15:30
Decoding cell and mining jargon
· From energy density, end-of-life, DCI growth resistance to DLE. Discover the meaning behind the buzzwords and language of specialized terms used in the mining and EV battery industry.
Jordan Roberts
Battery Raw Materials Analyst
Fastmarkets
15:30 - 16:00
Lithium Supply: Are we heading into surplus or shortage?
· Rationalising lithium supply the demand numbers · Can we physically build the equivalent of 5 lithium mines a year for the next 8 years to hit that demand number? · Could technological innovations expedite, change or disrupt the expected supply-demand balance of lithium as a commodity?
Daniel Jimenez
Founding partner
iLiMarkets
Joe Lowry
President
Global Lithium LLC
Ashish Patki
Director, Business Development and Market Intelligenec
Livent
Will Adams
Head of Commodity Markets Research - Base Metals and Battery Raw Material
Fastmarkets
Aditi Rai
Associate, Commodities at Goldman Sachs
Goldman Sachs
Chris Berry
Founder and President
House Mountain Partners
16:00 - 16:30
Black mass deep dive
- Scrap battery availability & impact of tightness of supply
- Leading & emerging recycling technologies – pyro, hydro, direct & electro
- Black mass pricing methodology and cost index forecast
Julia Harty
Battery Recycling Analyst
Fastmarkets
16:00 - 16:15
Nickel market spotlight
· Global and regional supply & demand dynamics 2023-2033 · Pricing forecast
16:30 - 17:00
A-Z of battery metals derivatives & hedging
· Understand lithium, nickel and cobalt’s pricing mechanisms and how they are evolving
· Learn how Fastmarkets assesses these markets
· Understand the principles of hedging price risk using exchange-based cash-settled derivatives
· Case studies for managing risk using cobalt and lithium futures
· Learn how to get started in hedging, including the routes to market and practicalities
· Learn how Fastmarkets assesses these markets
· Understand the principles of hedging price risk using exchange-based cash-settled derivatives
· Case studies for managing risk using cobalt and lithium futures
· Learn how to get started in hedging, including the routes to market and practicalities
Christopher Ellis
Strategy Director - Metals
Fastmarkets
16:30 - 17:30
Highest-grade nickel and the lowest environmental impact: Can both be achieved?
· How is nickel coming to market? How has that changed? · MHP - can it meet all the nickel and cobalt demand? · How is the LFP’s increasing popularity likely to impact nickel demand? Will NMC still be a significant part of this supply chain? · Could Indonesia make its nickel matt with less carbon footprint? What are the plans for using renewable power? · How to best manage waste? Deep sea tailings placement/disposal – with more HPAL plants planned, how will waste be handled in an eco-friendly way?
Callum Perry
Price Reporter
Fastmarkets
17:00 - 17:30
Why do batteries age?
- How long do electric vehicle batteries last?
- What processes take place in a battery over time?
- What effect does battery ageing have on range and power?
Muthu Krishna
Battery Manufacturing Cost Modeller
Fastmarkets, Former Lead Cell Engineer at Jaguar Land Rover
17:30 - 19:30
End of Conference Day One & Drinks Reception
07:45 - 08:45
Networking Breakfast
08:45 - 09:00
Welcome Address
08:59 - 09:00
Plenary Sessions: Investment and Finance Focus
09:00 - 09:30
Seizing opportunities in financing the clean energy transition
· Where are the dollars going? Is it upstream, midstream, or downstream? · Dynamics impacting the critical minerals markets in the US and globally. Where are the blind spots within the policy right now in the United States? Where are the areas that receive the most explicit support? What are the remaining hurdles? · Critical minerals investment outlook 2024: Which metals are poised to perform well? What will the industry look like in the US in 10 years? · Energy input, CAPEX, energy storage and new opportunities · Alternative financing strategies for junior miners; what benchmarks in the mine lifecycle allow more financiers to join?
James Gavilan
Principal
Gavilan Commodities LLC
Ernie Ortiz
President & Managing Director
Lithium Royalty Corp
Jonathan Beigle
President & CEO
Ridgeline Royalties Inc.
Caroline Abramo
Chief Executive Officer
Pana Low Carbon Economy (LCE) Investments
Philip Clegg
Portfolio Manager
Orion Resource Partners
David Deckelbaum
Managing Director: Sustainability & Energy Transition
Cowen Inc.
09:30 - 09:45
Allkem Keynote Address
Martin Perez de Solay
Managing Director & CEO
Allkem
09:45 - 10:05
The Department of Energy’s Loan Programs Office: Supporting Battery Materials Projects
Jatin Khanna
Outreach and Business Development
DOE LPO
09:45 - 10:15
Carbonate, hydroxide, or li-metal? 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?
· 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?
Dean Frankel
Chief Commercial Officer
Li-Metal
10:30 - 11:00
Networking & Refreshments Break
11:00 - 11:30
From Innovation to Realisation: Traversing the valley of death
· What is the realistic timeline between the breakthrough in the lab and its application in a car? What are the steps? · Time to market and how to speed up the process · What strategies should a junior company or a start-up deploy to survive in this space? · Securing key partnerships; what is the best approach? · How can tokenization, a digital representation of a claim and asset, help create a financial marketplace and enable investment in an early stage of the project?
Vivas Kumar
CEO
Mitra Chem
11:15 - 12:35
The Future of funding structures and offtake agreements
· How are the pricing and investment structures evolving to allow for confidence in supply growth? · Current challenges and how we think about lithium cost curves and time to market · Disruptive processes versus disruptive technologies
David Deckelbaum
Managing Director: Sustainability & Energy Transition
Cowen Inc.
11:35 - 12:00
Lithium market outlook by RK Equity
Howard Klein
Founder
RK Equity
12:00 - 12:30
How to hedge price risk in a volatile market
· 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?
· 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?
Andreas Munz
Battery Materials
BASF
Peter Hannah
Senior Price Development Manager
Fastmarkets
Gregor Spilker
Director Metals/Energy Research & Product Development
CME Group
13:59 - 14:00
Afternoon streams - Stream 1: Critical Metals Supply Stream 2: ESG
14:00 - 14:30
Unwrapping the Inflation Reduction Act
· What does the IRA really mean? What impact is it going to make? · Where is the investment going? How much has been deployed out of the IRA versus how much has been earmarked for distribution? Is there a more favourable region or a jurisdiction that might receive more funds? · The IRA and a consumer demand perspective for EVs: how realistic is it to expect EV demand with so many constraints on qualifying for the tax credits? · Who should we partner with? What are the specific supply dimensions we need to know? · Is there a backdoor way for materials to enter the country and still achieve credits?
John Miller
Managing Director, ESG Policy Analyst
Cowen Inc.
Andrew Leyland
Managing Director
Supply Chain Insights
14:20 - 15:00
Lithium Project Insights: Canada
Eric Zaunscherb
Chair
Critical Elements Lithium Corp.
Chris Evans
Managing Director
Winsome Resources
Howard Klein
Founder
RK Equity
Brett Lynch
Managing Director
Sayona Mining Limited
14:30 - 14:45
Battery recycling & black mass forecast
· Global and regional outlook for black mass
· Black mass pricing outlook
· 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
· Black mass pricing outlook
· 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
14:45 - 15:00
Sustainable recovery of valuable minerals from scrap and end-of-life
Jeremy McManus
General Manager Commercial and Investor Relations
Neometals Ltd
15:00 - 15:30
Unravelling the logistics of battery recycling
· With many recycling companies emerging, as well as mining companies, battery manufacturers and OEMs aspiring to create their own recycling facilities internally, what’s the future of recycling structure?
· What is the best approach?
· And so, how to secure the feedstock in a very competitive landscape?
· What is the best approach?
· And so, how to secure the feedstock in a very competitive landscape?
Hans Eric Melin
Founder
Circular Energy Storage
15:15 - 15:30
Graphite market spotlight
15:30 - 16:00
Networking & Refreshments Break
16:00 - 16:15
How to mitigate environmental impacts from mining and metals project
- mitigating environmental impacts in the EV battery industry
Laurens Tijsseling
Sustainability Manager
Minviro Ltd
16:00 - 16:30
DLE: A holy grail or false hope?
· DLE reality check: What is holding it back? · What impact will it make, and when? What technologies are poised to deliver on the promise? · Or will we have to rely on incumbent technologies for years to come?
Ken Hoffman
Co-Head EV Battery Materials Research Group/Sr. Expert-AP
McKinsey & Company
16:15 - 16:30
Reducing the high water footprint of Lithium Production
16:30 - 17:30
Social Acceptability & Permitting: Roadmap to shifting public mindset
· How as a community, should we be thinking about pursuing exploration projects and their permitting challenges? · Is it justifiable to transfer our pollution to other parts of the world? · Factors influencing social acceptability
Steve LeVine
Editor
The Electric
16:45 - 17:15
Lithium Project Insights: DLE & DLP
· IBC Advanced Technologies · Sunresin New Materials
16:45 - 17:15
Lithium Project Insights: DLE
· IBC Advanced Technologies · Sunresin New Materials
Ken Hoffman
Co-Head EV Battery Materials Research Group/Sr. Expert-AP
McKinsey & Company
Ivy Gao
Chairwoman
Sunresin New Materials
Steven Izatt
CEO
IBC Advanced Technologies
17:15 - 17:30
Is the battery grade graphite shortage coming?
· Will demand outpace supply? What would be the consequences?
· Shift in the value chain structure: How are companies preparing to manage disruptions such as localization and nearshoring?
· Latest innovations in synthetic graphite production: How could they affect the industry going forward?
· Shift in the value chain structure: How are companies preparing to manage disruptions such as localization and nearshoring?
· Latest innovations in synthetic graphite production: How could they affect the industry going forward?
17:30 - 19:30
End of Conference Day Two & Drinks Reception
07:45 - 08:45
Networking Breakfast
08:50 - 09:00
Welcome Address
08:59 - 09:00
Streams - Stream 1: EV Battery Innovation Stream 2: Critical Metals Supply/ Processing and Refining
09:00 - 09:15
Cobalt market spotlight
09:00 - 09:45
Disruptive technologies: Hype or Real?
· From LMFP, dry coating, silicone, and lithium anodes to sodium-ion batteries, which battery technologies are built to last and 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?
09:15 - 09:45
Cobalt: Will there be enough material to satisfy EV demand?
· How much cobalt 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 · Will LFP and new-generation batteries curb demand for cobalt?
09:45 - 10:05
The evolution of technology: A cathode maker’s perspective
Vivas Kumar
CEO
Mitra Chem
09:45 - 10:30
South America Lithium Dynamics
10:30 - 11:00
Networking & Refreshments Break
11:00 - 11:20
Introduction to Lithium Metal Production
- What is lithium metal?
- Why the increased interest in lithium metal?
- Who is making it now, and what are some of the expansion plans
- A step-by-step overview of how to produce battery-grade lithium metal
- Challenges for new entrants
James Anson
Global Director
Hatch
11:00 - 11:30
The 'forever battery': How close are mass-market solid-state batteries?
· 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?
11:20 - 11:40
Sorbent Media: How shape, chemistry, and structure impact your DLE performance
11:30 - 12:00
ESS Outlook: Capitalizing 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?
· The future of infrastructure development for energy storage
· From commercial vehicles and appliance industries to power tools, what applications will further impact the development of Li-ion batteries?
· Will there be enough battery raw materials for ESS? Or will there be a tipping point when other technologies take over?
· How big could the stationary storage industry become globally and regionally? What will that mean for lithium?
· The future of infrastructure development for energy storage
· From commercial vehicles and appliance industries to power tools, what applications will further impact the development of Li-ion batteries?
· Will there be enough battery raw materials for ESS? Or will there be a tipping point when other technologies take over?
12:00 - 12:30
The local and global impact of Gigafactories
· The Gigafactory boom in North America · Setting up a gigafactory and the criteria when making decisions · Developments in Europe, Asia, Australia and South America; how is the supply chain localising or regionalizing? · Local government’s perspective and their strategies for local charging infrastructure
12:00 - 12:30
The EU Critical Raw Materials Act: Deep Dive
· 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
12:30 - 14:00
Lunch & Networking Break
14:00 - 15:30
Afternoon Roundtables
15:30 - 15:30
Closing Remarks and End of Conference