TuesdayJun 20
WednesdayJun 21
ThursdayJun 22
Time in PT
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
Muthu Krishna

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?



Helaina Matza
Helaina Matza

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
Eric Norris
Helaina Matza
Dale Henderson
Andrea Hotter

Andrea Hotter

Special Correspondent

Fastmarkets

Eric Norris

Eric Norris

President of Lithium

Albemarle Corporation

Helaina Matza

Helaina Matza

Deputy Special Presidential Coordinator for the Partnership for the Global Infrastructure Investment

U.S. Department of State

Dale Henderson

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
Eric Norris

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



Will Adams
Will Adams

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
Hans Eric Melin
Ellen Lenny-Pessagno
James Gavilan

James Gavilan

Principal

Gavilan Commodities LLC

Hans Eric Melin

Hans Eric Melin

Founder

Circular Energy Storage

Ellen Lenny-Pessagno

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
Muthu Krishna

Muthu Krishna

Battery Manufacturing Cost Modeller

Fastmarkets, Former Lead Cell Engineer at Jaguar Land Rover

14:00 - 14:20
Pilbara Keynote Address
Dale Henderson
Dale Henderson

Dale Henderson

Managing Director and CEO

Pilbara Minerals Limited

14:20 - 15:00
Lithium Project Insights
· Compass Minerals

· Latin Resources

· Lithium Power International



Ryan Bartlett
Neil Herbert
Chris Gale
Philip Clegg
Andrew Phillips
Ryan Bartlett

Ryan Bartlett

SVP Lithium Commercial and Technology

Compass Minerals

Neil Herbert

Neil Herbert

Executive Chairman

Atlantic Lithium

Chris Gale

Chris Gale

Managing Director

Latin Resources Limited

Philip Clegg

Philip Clegg

Portfolio Manager

Orion Resource Partners

Andrew Phillips

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



Christopher Ellis
Andrew Leyland
Christopher Ellis

Christopher Ellis

Strategy Director - Metals

Fastmarkets

Andrew Leyland

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
Jordan Roberts

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
Joe Lowry
Ashish Patki
Will Adams
Aditi Rai
Chris Berry
Daniel Jimenez

Daniel Jimenez

Founding partner

iLiMarkets

Joe Lowry

Joe Lowry

President

Global Lithium LLC

Ashish Patki

Ashish Patki

Director, Business Development and Market Intelligenec

Livent

Will Adams

Will Adams

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

Fastmarkets

Aditi Rai

Aditi Rai

Associate, Commodities at Goldman Sachs

Goldman Sachs

Chris Berry

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
Julia Harty

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



Christopher Ellis
Christopher Ellis

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
Callum Perry

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
Muthu Krishna

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
Ernie Ortiz
Jonathan Beigle
Caroline Abramo
Philip Clegg
David Deckelbaum
James Gavilan

James Gavilan

Principal

Gavilan Commodities LLC

Ernie Ortiz

Ernie Ortiz

President & Managing Director

Lithium Royalty Corp

Jonathan Beigle

Jonathan Beigle

President & CEO

Ridgeline Royalties Inc.

Caroline Abramo

Caroline Abramo

Chief Executive Officer

Pana Low Carbon Economy (LCE) Investments

Philip Clegg

Philip Clegg

Portfolio Manager

Orion Resource Partners

David Deckelbaum

David Deckelbaum

Managing Director: Sustainability & Energy Transition

Cowen Inc.

09:30 - 09:45
Allkem Keynote Address
Martin Perez de Solay
Martin Perez de Solay

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
Jatin Khanna

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?



Dean Frankel
Dean Frankel

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
Vivas Kumar

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
David Deckelbaum

David Deckelbaum

Managing Director: Sustainability & Energy Transition

Cowen Inc.

11:35 - 12:00
Lithium market outlook by RK Equity
Howard Klein
Howard Klein

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?



Andreas Munz
Peter Hannah
Gregor Spilker
Andreas Munz

Andreas Munz

Battery Materials

BASF

Peter Hannah

Peter Hannah

Senior Price Development Manager

Fastmarkets

Gregor Spilker

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
Andrew Leyland
John Miller

John Miller

Managing Director, ESG Policy Analyst

Cowen Inc.

Andrew Leyland

Andrew Leyland

Managing Director

Supply Chain Insights

14:20 - 15:00
Lithium Project Insights: Canada
Eric Zaunscherb
Chris Evans
Howard Klein
Brett Lynch
Eric Zaunscherb

Eric Zaunscherb

Chair

Critical Elements Lithium Corp.

Chris Evans

Chris Evans

Managing Director

Winsome Resources

Howard Klein

Howard Klein

Founder

RK Equity

Brett Lynch

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



Julia Harty
Julia Harty

Julia Harty

Battery Recycling Analyst

Fastmarkets

14:45 - 15:00
Sustainable recovery of valuable minerals from scrap and end-of-life
Jeremy McManus
Jeremy McManus

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?



Hans Eric Melin
Hans Eric Melin

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
Laurens Tijsseling

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
Ken Hoffman

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
Steve LeVine

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
Steven Izatt
Ken Hoffman

Ken Hoffman

Co-Head EV Battery Materials Research Group/Sr. Expert-AP

McKinsey & Company

Ivy Gao

Chairwoman

Sunresin New Materials

Steven Izatt

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?



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
Vivas Kumar

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
James Anson

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?



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
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