| DAY TWO: TUESDAY 12TH NOVEMBER 2019 | |
| 19:00 – 22:00 | BM WEEK JOINT NETWORKING RECEPTION |
| DAY THREE: WEDNESDAY 13TH NOVEMBER 2019 | |
Session 1: KeynotesChair: Vivas Kumar, Principal Consultant, Benchmark Mineral Intelligence | |
| 08:45 | State of the industry Simon Moores, MD, Benchmark Mineral Intelligence |
| 09:00 | Guest of Honour Helaina Matza, Senior Advisor, US Department of State |
| 09:20 | Expanding lithium capacities to meet the EV revolution Stefan Debruyne, Business Development Director- Iodine and Lithium, SQM |
| 09:40 | Developing cathode capacity outside of Asia Robert Privette, Business Development Manager, Umicore |
| 10:00 | Electric Revolution and Impact on Supply Chain Thanh Nguyen, VP Sales and Marketing, Farasis Energy Inc |
| 10:30 | Coffee Break |
Session 2: Cobalt & NickelChair: Andrew Miller, Head of Price Assessments, Benchmark Mineral Intelligence | |
| 11:00 | High-nickel cathode developments Caspar Rawles, Senior Analyst, Benchmark Mineral Intelligence |
| 11:20 | Establishing a cobalt supply chain in North America Trent Mell, President & CEO, First Cobalt Corp |
| 11:35 | The future for cobalt and nickel in batteries Anthony Milewski, Chairman & CEO, Conic Metals. |
| 11:55 | Developing US nickel sulphate capacity Sean Werger, President & Etienne Dinel, Vice President Geology, Talon Metals |
| 12:10 | Jim Lennon, Managing Director, Red Door Research |
| 12:30 | Lunch |
| 13:00 | Lunchtime debates |
13:00 Debate 1: Lithium Brine vs SpodumeneIn recent years the urgent need to expand lithium supplies to meet growing battery demand has seen a shift in the leading feedstock material, towards what has historically been a higher cost source of production. Our expert panel debate the pros and cons of lithium’s two primary sources of feedstock material and ask which will be more crucial in meeting the needs of the EV revolution. Moderator: Joe Lowry, President, Global Lithium
LLC
| |
13:45 Debate 2: Nickel vs CobaltThe hype that surrounded the shift towards high-nickel cathode technologies has not come to bear as quickly as many were anticipating at the start of 2018. As cathode, battery and EV producers weigh up the benefits of progressing established technologies, our expert panel discuss what this means for the intensity of nickel and cobalt in lithium ion battery cathodes over the coming decade, and how each industry is prepared to meet these needs. Moderator: Adam Panayi, Managing Director, Rho
Motion
| |
| 14:30 | Coffee & Dessert |
Session 3: LithiumChair: Howard Klein, Founder & Partner, RK Equity | |
| 15:00 | Rene LeBlanc, CTO & Tom Benson, Lead Geologist, Lithium Americas |
| 15:20 | Ken Brinsden, MD & CEO, Pilbara Minerals |
| 15:40 | Anthony Tse, Executive Director, Galaxy Resources |
| 16:00 | Richard Cohen, Managing Director, Rio Tinto |
| 16:20 | The Latest Developments of Lithium Cycle Mr Xiong Wei, VP, General Lithium |
| 16:40 | Q&A Panel with all speakers |
17:00 Fireside ChatsDay One of Cathodes 2019 will conclude with two concurrent discussions with a group of expert panelists, exploring the outlook for the minerals and metals of strategic importance in the lithium ion battery supply chain. An interactive discussion will be held over a wine tasting, providing delegates with a chance to finish the day with an in depth discussion on the the opportunities and challenges facing the EV supply chain in the relaxed setting of Marina Del Rey. | |
FIRESIDE CHAT 1: 21ST CENTURY LITHIUMModerator: Abid Mukhtar, Partner, Commodity
Capital
| |
FIRESIDE CHAT 2: TRADING & INVESTING IN BATTERY MINERALSModerator:Tobias Tretter, Partner, Commodity
Capital
| |
| DAY FOUR: THURSDAY 14TH NOVEMBER 2019 | |
Session 4: Demand KeynotesChair: Roger Atkins, Founder, Electric Vehicles Outlook Ltd | |
| 08:45 | The Urban Air Mobility Evolution Dr Anita Sengupta, Chief Product Officer & Co-founder, Airspace Experience Technologies |
| 09:00 | Chinese EV Market and Its Implications in Cathodes Yuan Gao, President & CEO, Pulead Technology |
| 09:25 | Making the Transition: How to turn a scrappy start-up
into a world renowned production organization Kevin Damoa, VP Supply Chain & Operations, XOS Trucks |
| 09:45 | Requirement and Forecast of Li-Ion Battery for Portable
Home Appliances Chia-Ying Lee, Principal Battery Engineer, SharkNinja |
| 10:05 | Lithium ion battery forecasting Andy Leyland, Head of Forecasting, Benchmark Mineral Intelligence |
| 10:20 | The outlook for lithium ion battery demand Sam Jaffe, MD, Cairn ERA |
| 10:35 | Q&A Panel with all speakers |
| 11:00 | Coffee Break |
Session 5: Future Technologies | |
| 11:30 | Introductory remarks Logan Goldie-Scot, Mananger, Energy Storage, Bloomberg NEF |
| 11:45 | Cathode technology update Dan Blondal, CEO, Nano One Materials |
| 12:05 | Lithium ion’s recycling challenge Mike Tamlin, MD, Neometals |
| 12:25 | Cathode material solutions John Cooley, President and Chief Operations Officer, Nanoramic Labs |
| 12:45 | Innovating towards low-cost, low-footprint,
carbon-neutral battery materials David Deak, President, Marbex LLC |
| 13:00 | Q&A Panel |
| 13:35 | Lunch and conference end |
Agenda
