Benchmark World Tour 2018

London, UK

#Benchmark2018

London | Monday June 18th 2018
5 Broadgate Circus, London


Agenda

10:00 Registration & Networking
10:45 Event Introduction

Keynotes: One

10:50 Electric cars: Passing the inflection point
  • EV state of play in 2018: How real are electric vehicles today?
  • Rise of China and now the rest of the world
  • Have we underestimated the “other” section – trucks, buses, light duty vehicles
Patrick Hummel, Head of European Auto & Mobility Research Patrick Hummel, Head of UBS’ Auto Research Division, is one of the world’s leading analysts in the automotive and mobility industry. Patrick and his team have led the way in analysing the path forward for electric vehicles and the impact on the supply chains. This was exemplified the world famous UBS Evidence Lab Electric Car Tear Down where Patrick’s team deconstructed a Chevrolet Bolt to gain insight into EV profitability.

Keynotes: Two

11:50 Rethinking Transportation 2020-2030 The On-Demand Autonomous Electric Disruption of Transportation )
Tony Seba, Founder RethinkX / Author ‘Clean Disruption’

Tony Seba is a world-famous author and keynote speaker on electric and autonomous vehicles and the clean disruption mega-trend. Tony’s book “Clean Disruption of Energy and Transportation” is a top seller on Amazon and he is instructor in Entrepreneurship, Disruption and Clean Energy at Stanford’s Continuing Studies Program.

Industry Presentations

11:45 Standard Lithium – Andy Robinson, Chairman & Director
12:15 Nouveau Monde – Eric Desaulniers, President & CEO
12:30 First Cobalt – Trent Mell, President & CEO
12:45 Neo Lithium – Carlos Vicens, CFO
13:00 Q&A with all speakers
13:15 Lunch Collection

Keynotes: Three

13:45 25 years of the lithium ion battery – what’s next?
  • How lithium ion continues to beat expectations
  • Introducing Benchmark’s latest lithium ion battery megafactory pipeline capacity numbers
  • Solid State batteries – how far are we away and what are the supply chain bottlenecks?
  • Have we underestimated energy / utility storage?
Simon Moores, Managing Director, Benchmark Mineral Intelligence

Benchmark is the world’s leading market price data and supply chain intelligence provider focused on lithium ion and solid-state battery supply chains. Benchmark sets the monthly lithium reference price that is published by Bloomberg, produces a cobalt sulphate and battery grade monthly price, testified to US Senate in 2017 and is widely quoted in global media.

Industry Presentations

14:15 Neometals – Chris Reed, Managing Director
14:30 Battery Minerals Limited – David Flanagan, Managing Director

Keynotes: 4 & 5 Cobalt and cathodes

14:45 Will cobalt hold back the growth for electric vehicles?
  • How much incremental cobalt will be needed out to 2025?
  • Where will it come from?
  • What is the latest with the Big 3 projects in the DRC?
Myles Allsop, European Mining Research, UBS
15:000 How are cathodes evolving to deal with the cobalt conundrum?
  • Global state of play – how the world is becoming more reliant on DRC not less
  • Tesla’s significant reductions in cobalt explained – has NCA reached its limit?
  • Cathode trends – how bumpy is the path to NCM 811?
Caspar Rawles, Analyst – Cobalt & Cathodes, Benchmark Mineral Intelligence

Benchmark is the world’s leading market price data and supply chain intelligence provider focused on lithium ion and solid-state battery supply chains. Benchmark sets the monthly lithium reference price that is published by Bloomberg, produces a cobalt sulphate and battery grade monthly price, testified to US Senate in 2017 and is widely quoted in global media.

15:25 Q&A with all speakers

Sponsors

Speakers

Trent Mell

President & CEO, First Cobalt

Chris Reed

NEOMETALS

David Flanigan

Battery Minerals Ltd

Carlos Vicens

CFO, Neo Lithium

Andy Robinson

Standard Lithium

Eric Desaulniers

President & CEO, Nouveau Monde Graphite

Patrick Highsmith

CEO, Pure Energy Minerals

Robert Mintak

CEO, Standard Lithium

Chris Reed

NEOMETALS

Carlos Vicens

CFO, Neo Lithium

Simon Moores

Benchmark Minerals

Caspar Rawles

Benchmark Minerals

Tony Seba
Patrick Hummels

UBS