Agenda

Benchmark Minerals Week 2019
DAY TWO: TUESDAY 12TH NOVEMBER 2019
19:00 – 22:00 BM WEEK JOINT NETWORKING RECEPTION
DAY THREE: WEDNESDAY 13TH NOVEMBER 2019

Session 1: Keynotes

Chair: 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 & Nickel

Chair: 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 Spodumene

In 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
Panelists:

  • Dr. Christian Graf, Business Unit Director, Dorfner Anzaplan
  • Alex Holmes, CEO, Plateau Energy Metals
  • Carlos Vicens, CFO, Neo Lithium

13:45 Debate 2: Nickel vs Cobalt

The 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
Panelists:

  • Bryce Crocker, CEO, Jervois Mining
  • Mitushiro Mori, Principal Consultant – Asia
  • Dan Blondal, CEO, Nano One Materials

14:30 Coffee & Dessert

Session 3: Lithium

Chair: 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 Chats

Day 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 LITHIUM

Moderator: Abid Mukhtar, Partner, Commodity Capital
Panelists:

  • Robert Mintak, CEO, Standard Lithium
  • Chris Doornbos, President & CEO, E3 Metals Corp
  • Alex Cheeseman, General Manager Marketing, Altura Mining

FIRESIDE CHAT 2: TRADING & INVESTING IN BATTERY MINERALS

Moderator:Tobias Tretter, Partner, Commodity Capital
Panelists:

  • Marco Romero, President & CEO, Euro Manganese Inc
  • Erez Ichilov, MD, Traxys Projects
  • Steve Promnitz, Managing Director, Lake Resources

DAY FOUR: THURSDAY 14TH NOVEMBER 2019

Session 4: Demand Keynotes

Chair: 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

WHAT DID THE DELEGATES SAY ABOUT BENCHMARK MINERALS WEEK 2018?

Speakers

To be announced