WHO SHOULD ATTEND
- Automotive OEMs
VPs Of Battery Tech
VPs of Supply Chain
ESG/Sustainability
VPs of Purchasing
Chief B.E.V Engineers
- Battery Manufacturers
Chief Technology Officer
Directors Of Procurement
VPs Of Commercial Development
Chief Engineer
Strategy - Battery Materials
- Chemical Companies
Presidents
Director Of Sales & Business Development
VPs Strategic Planning
Chief Engineer
VP Sourcing Procurement
- Refiners/Processors
CEO's & Presidents
VP Finance, Strategy
Director Of Sales & Business Development
VP Sourcing & Procurement
Senior Directors
- Investors, Policy Makers & Analysts
CEOs/Partners/Chairman
Share Holders
Head Of Commodities, Metals & Minerals
Principals
Outreach & Business Development
-
Lithium, Nickel & Cobalt Mining/Extraction
Managing Directors/CEOs
VPs Of Exploration
Directors Of Marketing
Chief Strategy Officer
Geologists
- Extraction Intermediaries
CEO's & Presidents
Chief Technology Officer
VPs Strategic Planning
Chief Engineer
Director Of Sales & Business Development
- Sustainability & Certification
CEO's & Presidents
Heads Of Certification Services
Audit Heads
Heads Of Sales & Marketing
Analysts
AGENDA
Day 1 – 5th July, 2023 Developing Partnerships to Address Europe's Critical Lithium and EV Battery Raw Material Supply Gaps |
08:50 Chair’s Opening Remarks
OPENING PANEL – ADDRESSING THE LITHIUM SUPPLY GAP IN EUROPE
09:00 Future Roadmaps: Exploring the Latest Vertical Integration, Partnership, and Project Financing Initiatives to Secure the Necessary Volumes of Lithium at a Competitive Price
Understand The Current Market Conditions, Critical Shortages, and Price Surges For Essential Raw Materials, Including Lithium, Graphite, Nickel, Cobalt, And Up-And-Coming Options Such As Manganese And Aluminium.
This keynote panel will also examine the strategies of leading OEMs, regulators, and institutional investors to develop a resilient and cost-competitive lithium supply, and the current global initiatives to ensure sustainable sourcing. The Inflation Reduction Act in the United States has created a well-defined plan to incentivise the development of a lithium supply chain across the Atlantic. How can Europe keep pace with global developments, and what are the most recent initiatives to ensure a sustainable lithium supply? Additionally, the panel will discuss the European regulatory initiatives to keep pace with global developments and the potential solutions to ensure a secure and cost-effective lithium supply for Europe's energy transition.
09:00 – 09:25 A Review of Critical EV Battery Raw Material Shortages, Pricing, and the Current Market Situation in Europe Battery commodity prices are rising, sending a strong signal to global mining companies to step up investments in new supply. In response, numerous new projects, including a nickel mine in Tanzania, a lithium project in Argentina, and several energy-efficient direct lithium extraction plants, are planned for 2025 and beyond. Indonesia will also bring more nickel supply online in the coming years. Evaluating supply/demand imbalances and shortages for
Lakshya Gupta, Senior Market Analyst: Battery Materials and Technologies, SFA (Oxford) |
09:25 A Review of Primary Lithium Supply, Potential Lithium Projects, Pricing, and the Current Market Situation in Europe
Thomas Chandler, Critical Metals Analyst, SFA (Oxford)
09:50 Developing Partnerships And Vertical Integration Strategies To Enable A Sustainable, Cost-Effective Lithium Supply For European BEV Manufacturing
- Assessing lithium availability in regard to technical performance requirements
- Exploring strategies for vertical integration and how to manage supply chain risks
- Evaluating the impact of the latest battery technologies and chemistries on raw material sourcing
- Getting raw materials from a wider range of countries, both inside and outside of Europe
- Strategic partnerships involve sharing resources with other businesses to take advantage of economies of scale
- Learning how to make more localised sources of lithium materials
- Looking at where battery material recovery is going in the future and how to get started
Andre Mandel, Vice President Communications, Rock Tech Lithium
10:15 - 10:25 Questions and Discussion
Greg Bogie, Commercial Director, Green Lithium
Andre Mandel, Vice President Communications, Rock Tech Lithium
Thomas Chandler, Critical Metals Analyst, SFA (Oxford)
Lakshya Gupta, Senior Market Analyst: Battery Materials and Technologies, SFA (Oxford)
10:25 - 10:55 Morning Coffee Break
PANEL – REGULATORY VIEWPOINT
10:55 EU COMMISSION REGULATORY VIEWPOINT Formulating Policy-Driven Solutions & Incentives To Build An Alternative Lithium Supply Chain For Europe To Compete With The US Inflation Reduction Act
This session provides an overview of the European Commission's plans to incentivise the development of battery raw material sourcing solutions to compete with the US Inflation Reduction Act and globally. It outlines the potential tax subsidies, as well as timelines for implementation. Finally, it clarifies the future development of rules on the origin of every battery content.
Daniel Cios, Policy Officer, European Commission
11:20 UK PERSPECTIVE ON INCENTIVISING REGIONAL SUPPLY CHAIN DEVELOPMENT Vision & Plans for the UK to Incentivise The Development Of Battery Raw Material Sourcing Solutions To Compete Globally
This session will provide an opportunity to evaluate the potential economic impact of a UK-based lithium supply chain, and how this could benefit the UK's energy transition. It will also discuss the potential for regulatory alignment with the EU, to take advantage of the incentives for battery raw material sourcing proposed by the European Commission. Finally, it will identify potential risks and solutions for ensuring a secure and cost-effective lithium supply for the UK's energy transition.
Jeff Townsend, CEO & Founders, Critical Minerals Association
Olimpia Pilch, Critical Minerals Association
11:45 Curated Questions & Discussion
PANEL – DIVERSIFYING SUSTAINABLE LITHIUM MINING AND REFINING FOR THE EUROPEAN MARKET
11:55 VIEW ON THE REGIONALISATION OF LITHIUM MINING AND REFINING Diversifying Lithium Mining & Refining Closer To Europe, Whilst Managing Risk
This perspective talks through identifying alternatives and new technologies that can be implemented in Europe to reduce dependency on Asia and other regions, including from a sustainability perspective.
- Understanding where the current supply is coming from
- What is emerging into the market right now in terms of resources in Europe
- Making a case for more diverse refining to guard against anything going wrong in one location and managing geopolitical risk
- Cornish Lithium as a case study for development of previously considered ‘unconventional’ lithium resources
Lucy Crane, ESG & Sustainability Manager, Cornish Lithium
12:20 REGIONALISATION OF LITHIUM REFINING CLOSER TO EUROPE
Enhancing Regional Resilience in Lithium Refining: Opportunities and Strategies for Europe
This panel session will discuss the challenges and opportunities for enhancing regional resilience in lithium refining in Europe. The panel will bring together experts from the industry to discuss:
- The current state of lithium refining in Europe, including an overview of the resources, technologies, and players
- The potential for new and emerging technologies in lithium refining, such as recycling and secondary sourcing
- Strategies for mitigating risks and maximising opportunities in lithium refining in Europe, including dual sourcing and risk management
- Case studies of successful lithium refining projects in Europe, highlighting best practices and lessons learned
Manuel de Sousa Martins, CEO, Aurora Lithium
12:45 Curated Questions & Discussion
Sean Thijsse, Director, The Pallinghurst Group
Lucy Crane, ESG & Sustainability Manager, Cornish Lithium
Manuel de Sousa Martins, CEO, Aurora Lithium
13:00 – 14:35 Networking Lunch
Uncover The Latest Solutions For Addressing The Bottlenecks Of Graphite And Cathode Capacity |
PANEL – DEVELOPING PARTNERSHIPS TO EXPAND GRAPHITE AVAILABILITY
14:35 Securing a Sustainable Supply of Graphite for the European Electric Vehicle Industry – Where Is It Going To Come From?
Exploring solutions for securing a sustainable graphite supply for the European Electric Vehicle (EV) industry. Graphite is a crucial component in producing EV batteries, serving as the anode, and most of it is currently manufactured in China. The session will focus on the commercial issues surrounding the production and supply of graphite, including cost, material availability and sustainability.
14:35 VIEW ON GRAPHITE EXPLORATION, DEVELOPMENT, PROCESSING AND REFINING Investing In Securing A Sustainable Graphite Supply, At An Appropriate Price, For Electric Vehicle Production In Europe
- Overview of the market situation for graphite, including supply chain, technical performances, and current production locations
- Making a case for joint ventures and collaborations to invest in the exploration and development of new graphite deposits in regions closer to Europe – which regions hold the most promise?
- Processing and refining of graphite in Europe is challenging – building the necessary processing and refining capabilities versus entering into joint venture partnerships
- Valuation of the Supply Chain and Technical Performances of Graphite for Anode Production
- Discussion of potential solutions for developing a reliable and sustainable supply of high-performing graphite for EV batteries in Europe, including the potential for localising the graphite production chain for European OEMs and insights from industry leaders
Hugues Jacquemin, CEO, Northern Graphite
15:00 Tanzania Ministry of Minerals Perspective GRAPHITE SUPPLY CHAIN PARTNERSHIPS AS A SOLUTION
Collaborating To Develop & Implement The Necessary Exploration, Mining, Processing, Refining & Infrastructure
- Developing the capability to process and refine graphite
- Investing in a supply chain management system for graphite
- Government regulations and policies
- Assessing environmental and social impacts
Abdul Mwanga, Commissioner, Tanzania Ministry of Minerals
15:25 Curated Questions & Discussion
15:35 Afternoon Networking Refreshment Break
16:05 PANEL - SOLUTIONS FOR ACHIEVING SELF-SUFFICIENCY AND REGIONALISATION OF LITHIUM SOURCING
This will explore the potential solutions for achieving self-sufficiency of the lithium supply chain
- Increasing local production of raw materials
- Developing technology-sharing agreements and joint ventures with other countries
- Battery recycling and reuse
- Exploring the latest battery technologies, including solid-state and silicon anodes, cell design, cell capacity and cell targets, and evaluating the potential impact on future sourcing
16:05 A Battery Manufacturer Perspective This will explore the potential solutions for achieving self-sufficiency and regionalisation of the lithium supply chain in Europe from the perspective of a European battery manufacturer. It will also consider battery analytics and performance and new technology.
Rahul Madhavan, Hitachi
16:30 Questions & Discussion
Paul Charles, Founder, American Battery Factory
Thomas Schaefer, VP Global Business Development, Lithium, Ecobat
Rahul Madhavan, Hitachi
16:40 Chair's Closing Remarks