London-day-2

Benchmark World Tour 2018

London, UK

#Benchmark2018

London | Friday June 22nd 2018
Venue: Numis Securities Ltd, 10 Paternoster >>> Square, London, EC4M 7LT

Agenda

10:00 Registration & Networking
10:15 Event Introduction
Numis Securities

Keynotes: One

10:20 Nickel: creating a sustainable future
  • Nickel Supply demand outlook for 2018
  • How the industry is evolving
  • Nickel in lithium ion batteries 101 and the need for sustainability
Barry Jackson, Market Intelligence Manager – Nickel, Anglo American (UK)

Keynotes: Two

10:45 Will we have enough lithium and cobalt by 2025? 
  • Outlining Benchmark’s new supply and demand forecast data for lithium and cobalt
  • Introducing nickel– how does it fit into the lithium ion battery and EV demand landscape
  • What to expect from lithium, nickel and cobalt prices in the next 18 months
Andy Leyland, Head of Forecasting, Benchmark Mineral Intelligence (UK)

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. Andy Leyland joined Benchmark from Wood Mackenzie in 2018.

Industry Presentations:

11:10 Desert Lion Energy
Tim Johnston, President & CEO (Canada)
11:25 Savannah Resources
David Archer, CEO (London)
11:40 European Metals Holdings Ltd
Keith Coughlan, MD (Australia)
11:55 Neometals
Chris Reed, Managing Director (Australia)
12:10 Q&A with all speakers
12:30 Lunch Collection

Lunch Keynotes: Three

13:00 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 also published by Bloomberg, Thomson Reuters & one other provider, produces a cobalt sul-phate and battery grade monthly price, testified to US Senate in 2017 and is widely quoted in global media.

Keynotes: Four

13:20 How to risk manage the EV revolution
  • Hedging & reference pricing mechanics
  • The EV impact on metal markets
  • Products of the future – LME’s vision for battery materials
Marko Kusigerski, Senior Vice President – Business Development, London Metal Ex-change

Industry Presentations

13:40 First Cobalt
Trent Mell, President & CEO (Canada)
14:00 Standard Lithium
Andy Robinson, President & COO

Keynotes: Five

14:20 How are battery technologies changing the EV and Stationary Storage space?
  • A battery timeline: past, present and future
  • What is competition with lithium ion in EVs and stationary storage applications?
  • How feasible are vanadium flow and solid state batteries?
  • • Lithium: the future anode and cathode?
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.

14:50 Q&A with all speakers
15:15-15:30 Networking Drinks Reception / Meet the Speakers
Drinks Reception hosted by Benchmark Mineral Intelligence

Sponsors

Speakers

Tim Johnston

President and CEO, Desert Lion Energy

David Archer

CEO, Savannah Resources

Patrick Highsmith

CEO, Pure Energy Minerals

Chris Reed

NEOMETALS

Robert Mintak

CEO, Standard Lithium

Trent Mell

President & CEO, First Cobalt