Time and Location

10th - 11th November, 2026
Pudong Shangri-La
33 Fucheng Rd, Lujiazui, Pudong
Shanghai, China
In Person Event
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Monday 9th November, 2026

18:00 - 20:00

Networking Drinks Reception

Tuesday 10th November, 2026

08:00 - 09:00

Registration & Breakfast

09:00 - 09:10

Benchmark Opening Keynote: Building a Global Battery Economy

09:10 - 09:45

Fireside Chat: The Lifetime Achievement Award

Robin Zeng, Founder, Chairman & CEO of CATL will receive the pristegious Benchmark lifetime achievement award, presented to him by former winner and former CTO at CATL, Bob Galyen, followed by a fireside chat

09:45 - 10:10

Keynote: The Global Impact Award

10:10 - 10:35

Morning Coffee Break

10:35 - 10:45

Benchmark Lithium Market Update

A Benchmark analyst will walk us through pricing trends, supply-demand balances and capacity forecasts for the global lithium market through 2030.

10:45 - 11:00

Keynote: The Global Lithium Market

11:00 - 11:20

Presentation: Sixteen Lithium Mine Deals - Six producers: What it takes to bring South American brine to production

11:20 - 12:00

Panel: The Lithium Supply Challenge: Can Production Keep Pace with Demand?

Gathering leading lithium producers on capacity build-out, conversion economics, and the outlook for battery-grade carbonate and hydroxide.

12:00 - 12:10

Benchmark Cobalt & Nickel Market Update

A combined look at the cobalt and nickel markets – how Class 1 nickel supply, Indonesian HPAL expansion, and DRC cobalt dynamics are reshaping the landscape.

12:10 - 12:30

Keynote: The Evolving Cobalt & Nickel Supply Chain - Navigating Surplus, Quotas & New Chemistries

How are producers and consumers adapting to shifting nickel supply from Indonesia, cobalt export quotas, and the rise of LFP? And what does this mean for investment?

12:30 - 12:45

Keynote: Indonesia’s Nickel Ambitions: Policy, Production & Downstream Integration

A keynote from Indonesia’s Mining Ministry on the country’s strategy to move beyond raw material exports and become a fully integrated battery materials hub.

12:45 - 13:00

Presentation: Nickel - Strengthening Global Partnerships

International collaboration is critical to building resilient, responsible and competitive nickel and cobalt supply chains. This panel will explore market trends, investment opportunities and cross-border partnerships.

13:00 - 14:00

Networking Lunch & Power Players Live

Whilst lunch is being served, we will be conducting live on-stage interviews in the catering & networking zone with guest speakers & senior Benchmark analysts, so get some food & take a seat to watch Power Players Live

14:00 - 14:10

Benchmark Graphite & Anode Market Update

Natural vs. synthetic graphite dynamics, anode capacity expansion, and the build out of global anode supply chains.

14:10 - 14:25

Keynote: Anode Material Innovation for Diverse Applications

14:25 - 14:50

Panel: Graphite & Anode Supply, Processing and Market Dynamics

Where anode technology is heading — silicon-carbon composites, hard carbon, lithium-metal and other next-generation chemistries — and what commercialisation timelines mean for upstream raw-material demand.

14:50 - 15:05

Presentation: Silicon-based Anode Material Development and Applications

15:05 - 15:20

Keynote: A Major Producer’s Perspective - Global Lithium Industry Development and Outlook

The presentation will primarily cover Zijin's perspective on industry development trends, as well as our layout and empowerment initiatives in the lithium sector.

15:20 - 15:40

Keynote: Defining the African Lithium Frontier: A Capital-Efficient Path to Tier-One Assets

15:40 - 16:00

Keynote: Navigating Supply & Cost Dynamics in Next-Generation Electrolytes and Fluorine Materials

The industry is demanding higher-purity for fast-charging and high-nickel chemistry. This session explores market dynamics and cost pressures across key battery electrolyte salts. Global chemical leader Do Fluoride discusses capacity outlooks, upstream fluorine security, and scaling next-gen materials for fast-charging energy storage applications.

16:00 - 16:20

Afternoon Coffee Break

16:20 - 16:30

Benchmark Cathode Market Update

On tracking cathode and precursor capacity build-out across Korea, Morocco, Indonesia and Europe, regional sourcing-driven arbitrage in pricing and which producers are winning the race to expand global.

16:30 - 17:10

Panel: The Cathode Landscape - Chemistry Wars, Capacity Races & Regional Strategies

A leading global cathode producer on the state of the cathode market, the competitive dynamics between LFP and high-nickel, capacity build-out across China and overseas, and how tier-one producers are positioning for the next phase of demand growth.

17:10 - 17:50

Cross Border Capital: Global Financial Coalitions in Critical Minerals

International investors, miners, processors, and financial institutions discuss cross-border capital allocation. What it takes to build global financial alliances, structure multilateral off-take agreements, and navigate international ESG standards to secure critical mineral and new energy supply chains.

17:50 - 19:50

Networking Drinks

Wednesday 11th November, 2026

08:30 - 09:30

Registration & Breakfast

09:30 - 10:00

Benchmark Opening Keynote: ESS & EV Demand

Tracking the demand signals – global EV sales trajectories, energy storage deployment, and what they mean for raw material consumption.

10:00 - 10:20

China-Europe Case Study Session: Charging the Change

This session profiles Swaptopus, a JV combining CATL’s battery-swapping technology with UK-based Octopus Energy’s expertise in energy, software and grid flexibility, bringing a proven Chinese battery-swapping infrastructure model for electric HGVs to Europe.

10:20 - 10:40

Panel: Energy Storage, Grid-Scale Batteries & the Next Demand Frontier

How the ESS market is scaling, which chemistries are winning, and the infrastructure investment needed to support the grid of the future.

10:40 - 11:10

Morning Coffee Break

11:10 - 11:30

Keynote: The Lithium Price Cycle

11:30 - 12:00

Keynote: China's Position in the Global Copper Industry

On China's role as both producer and consumer, international partnerships and supply chains and future trends in global trade

12:00 - 12:20

Benchmark Copper Market Update

The role of copper in electrification – supply constraints, demand from EVs, grid infrastructure, and datacentres.

13:00 - 14:00

Closing Lunch