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Fission Impossible: Navigating the Uranium Supply Squeeze

Thursday 29th October, 2026
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Time and Location

Tuesday 20th October, 2026
116 Pall Mall
116 Pall Mall, SW1Y 5ED
London, United Kingdom
In Person Event

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Browse the full event agenda, with sessions covering the full energy transition ecosystem - from raw materials, to cell production and downstream demand markets.

Tuesday 20th October, 2026

09:00 - 10:00

Registration & Networking

10:00 - 11:30

Benchmark Workshop: Battery Demand & Commodities Update

A sector-by-sector breakdown of the key raw materials powering the energy transition, including cobalt, nickel, lithium, graphite and copper. The session begins with Benchmark’s battery demand outlook presentation, followed by commodity-specific updates from our analysts and a shared Q&A open to the audience.
11:30 - 12:00

Interactive Workshop Session: Natural Graphite’s Role in Tier‑1 Anode Supply

- The overlooked anode: why graphite is the supply chain's weak link - Anodes in focus: the next battleground in battery raw materials - Breaking the graphite bottleneck: can the west scale anode supply?
12:00 - 13:00

Networking Lunch

13:00 - 13:10

Welcome & Opening Remarks​

13:10 - 13:30

Keynote Presentation: Winning before EVs: A faster path through profit-led adoption

13:30 - 13:50

Fireside Chat: Unlocking the Smackover with DLE - America's Lithium Permian Opportunity

13:50 - 14:00

Keynote Presentation: The Texas Smackover: America's Lithium Leviathan

14:00 - 14:40

Panel Discussion:Lithium Supply, Strategy & Innovation: The Next Phase of Global Growth

An overview of the lithium market outlook, including supply growth, project development, and evolving market dynamics.
14:40 - 14:45

Keynote Presentation: Introducing Regional Power Pavilions: Can British industry remain competitive when one of its biggest costs is its least predictable?

14:45 - 15:15

Networking Break

15:15 - 15:30

Fireside Chat: Rare Earths - Investing in strategic assets and unlocking value

15:30 - 16:10

Panel Discussion: Investment Landscape & Financing Opportunities​

Exploring funding trends, investment strategies, and financing solutions to support battery, EV, and critical minerals projects.
16:10 - 16:25

Fireside Chat: From Pilot Mountain to the Pentagon - Financing US Critical Minerals

16:25 - 16:40

Fireside Chat: The UK Critical Minerals Strategy

16:40 - 16:55

Copper Keynote Presentation: Los Azules

16:55 - 17:35

Panel Discussion: Copper Outlook - Can New Supply Sources Meet Emerging Demand Drivers?

17:35 - 17:40

Closing Remarks

17:40 - 18:30

Networking Reception