Benchmark World Tour 2018

Melbourne, Australia

#Benchmark2018

Melbourne | Wednesday September 19th 2018
City 14 of 15
Venue: State Library of Victoria, 328 Swanston St, Melbourne VIC 3000, Australia


The Benchmark World Tour is an annual series of investment seminars on the lithium ion battery supply chain and is in its fourth year.

This year the seminar will focus on lithium ion batteries versus solid state and vanadium flow and the impact this can have on the supply chain.

You can view all of the cities we will attend here: http://benchmarkminerals.com/events/world-tour-2018/

Agenda

08:00 Registration & Breakfast
08:45 Chairman’s opening remarks – EV supply chain, the UBS view
Lachlan Shaw, Director, Global Commodity Strategist, UBS Securities Australia Ltd

Keynote 1:

09:00 Have we underestimated the energy storage market?
  • New lithium ion battery forecasts out to 2030
  • Focus on medium and long-term growth in the energy storage / stationary storage markets
  • Case studies for the future & what battery types are winning
Sam Jaffe, Managing Director, Cairn Energy Research Advisors

20-minute presentation, 5 minute direct Q&A with keynote

Keynote 2:

09:25 Pilbara Minerals – Pilgangoora and the Hard Rock Revolution
  • Hard rock spodumene’s importance as the key Lithium Hydroxide feedstock
  • Pilbara Region – soon to become the largest producer of lithium & tantalum in the world
  • Pilbara Minerals to become one of the largest high quality Lithium and Tantalum producer globally
  • Long term Offtake Agreements in place for its 100% design capacity for both Stage 1 and Stage 2 case
Dale Henderson, Chief Operating Officer, Pilbara Minerals Limited

20-minute presentation, 5 minute direct Q&A with keynote

Company Presentations:

09:50 Global Geoscience – Bernard Rowe, Managing Director
10:05 Fortune Minerals – Robin Goad, President & CEO
10:20 Celsius Resources – Brendan Borg, Managing Director
10:35 Q&A with company speakers
10:50 Coffee Break

Keynote 3:

11:20 21st Century Vanadium: Raw Material Security, spiking prices and impact on ESS
  • The vanadium supply chain for batteries
  • Spiking prices and how to solve the industry’s supply securities challenges
  • Emergence of energy storage in utility, commercial, industrial and residential markets
Vincent Algar, Managing Director, Australian Vanadium Limited

20-minute presentation, 5 minute direct Q&A with keynote

Keynote 4:

11:45 Cobalt & Cathodes: How are cathode materials evolving to deal with the cobalt conundrum?
  • Cutting through the misinformation: The real future for cobalt in lithium ion battery cathodes
  • 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, Benchmark Mineral Intelligence

20-minute presentation, 5-minute direct Q&A with keynote

Company Presentations:

12:10 Core Exploration – Stephen Biggins, Managing Director
12:25 Standard Lithium – Robert Mintak, CEO & Director
12:40 Piedmont Lithium – Keith Phillips, President & CEO
12:55 Q&A with company speakers
13:10 Lunch Collection & Networking

Lunch Keynote:

13:55 Graphite evolution: The rise of the world’s biggest graphite mine
  • Flake graphite production update from Mozambique
  • Views on battery demand for natural anode material
  • How strong are graphite’s other markets?
Shaun Verner, Managing Director, Syrah Resources

20-minute presentation, 5 minute direct Q&A with keynote

Keynote 5:

14:20 Lithium: The Pathway to One Million Tonnes
  • How the Financial Markets are Disconnected from Energy Metals Reality and What To Do About It
Chris Berry, President, House Mountain Partners LLC

20-minute presentation, 5 minute direct Q&A with keynote

Keynote 6:

14:45 What can compete with lithium ion batteries in EVs and Energy Storage and by when?
  • Energy Storage: The rise of vanadium flow and lithium ion in ESS
  • Lithium ion batteries: state of play – production, capacity build out, and market forecast
  • EVs: Introducing Solid State Batteries
Simon Moores, Managing Director, Benchmark Mineral Intelligence

20-minute presentation, 5-minute direct Q&A with keynote

15:10 Finish

Sponsors

Speakers

Dale Henderson

Chief Operating Officer, Pilbara Minerals

Robert Mintak

CEO, Standard Lithium

Vincent Algar

Managing Director, Australian Vanadium

Brendan Borg

Managing Director, Celsius Resources

Bernard Rowe

Managing Director, Global Geoscience

Robin Goad

President and CEO, Fortune Minerals

Stephen Biggins

Managing Director, Core Exploration

Chris Berry

President, House Mountain Partners LLC

Sam Jaffe

Managing Director, Cairn Energy Research Advisors

Shaun Verner

Managing Director, Syrah Resources

Keith Phillips

President & CEO, Piedmont Lithium