Benchmark World Tour 2019

New York 2

6 May

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07:30 Registration Please ensure you bring your Event Brite Ticket and ID with you for entry.
08:15

Introduction from the Chair

  • Lithium ion to EV supply chain in 2019: Setting the scene
  • Lithium investment to date: is there enough in the pipeline?
  • Wall of demand: how much of it is real?
Christopher Perrella-Chemicals Analyst, Bloomberg Intelligence (USA) Bloomberg Intelligence(BI)is Bloomberg’s research arm which publisheson the Bloomberg Terminal, providing an independent perspective and data-driven analysis from more than 250 experienced analysts. Christopher leads BI’slithium and EV supply chain research.

Keynote

08:30

Dawn of the lithium ion battery megafactories

  • Approaching a multi-terarwatt hour battery blueprint
  • China’s increasing cell capacity: but what chemistry choices are being made?
  • Europe and the US fight back with major plans
Simon Moores, Managing Director, Benchmark Mineral Intelligence 20-minute presentation, 5-minute direct Q&A with keynote
Benchmark is the world’s leading market price data and supply chain intel provider focused on lithium ion and solid-state battery supply chains. Benchmark sets the monthly lithium reference price that is published by Bloomberg, testified to US Senate in 2017and 2019 and is widely quoted in global media.

Keynote

08:55

Bloomberg’s EV perspective

Kevin Tynan, Senior Autos Analyst, Bloomberg Intelligence (USA) 15-minute presentation, 5-minute direct Q&A with keynote
Bloomberg Intelligence (BI) is Bloomberg’s research arm which publishes on the Bloomberg Terminal, providing an independent perspective and data-driven analysis from more than 250 experienced analysts.

Industry Presentations

09:10 Neometals– Mike Tamlin, COO (Australia)
09:25 CoEx Metals– (UEX Corporation)-Roger Lemaitre, President & CEO (Canada)
09:40 Plateau Energy Metals– Alex Holmes,CEO & Director (Canada)
09:55 Standard Lithium– Robert Mintak, CEO & Director (Canada)
10:10 Q&A Panel Session with 4 industry presenters and Special Guest Joe Lowry, President, Global Lithium.
Chair: Christopher Perrella.

Including a Ten Minute “Ignite” Session by Joe Lowry on the landscape for lithium in 2019

Keynote

10:35

Magnisa future global LIB technology and cell manufacturer

  • Building a global fleet of gigafactories
  • Breaking the cost barrier via materials technologies and manufacturing efficiencies
  • Technologies for next generation performance
Marc Vogts, Managing Director –Magnis Energy Technologies 20-minute presentation, 5-minute direct Q&A with keynote
Magnis plans to become one of the world’s largest lithium-ion cell manufacturers through its involvement in various international gigafactorieswith over 100GWh of production planned by 2025. The Company has rapidly moved into battery technology with their high performing, chemical free anode technology and through the partnership formed with US Based Charge CCCV. Magnis will be responsible for the end to end supply chain in sourcing the raw materials and associated technologies for these gigafactories with the first plant scheduled for production located in New York.
11:00 Coffee Break

Keynote

11:25

Sunwoda’s EV Path in China: From Tier 1 quality consumer electronic lithium ion batteries to Tier 1 EV power battery production

  • A history of Sunwoda’s track record of producing cells and modules for electronics and mobile devices
  • The lithium ion battery landscape in China and how its changing
  • Plans to expand to 55GWh for the global EV market
Kevin Beaty, Business Development Director – North America, Sunwoda EVB Co., Ltd. 20-minute presentation, 5-minute direct Q&A with keynote
Sunwodais one of China’s highest quality lithium ion battery producers that is expanding to meet soaring demand for Tier one quality cells from the Chinese and international electric vehicle market. Sunwoda’scustomersinclude Apple and Amazon and it is expanding its productionoperations in Huizhou, Nanjing,and other locations inChinaand around the worldto 55GWh over the next 5 years.

Industry Presentations

11:50 Savannah Resources– David Archer, CEO (London)
12:05 Neo Lithium– Carlos Vicens, CFO (Canada)
12:20 Anson Resources– Bruce Richardson,Executive Chairman and CEO (Australia)
12:35 Q&A Panel Session with 3 industry presenters

Keynote

12:50

Innovation Addressing a Billion Dollar Lithium Ion Battery Market

  • New proprietary technology changes the way battery materials can be made
  • Innovation lowers costs while increasing performance
  • Strategic partnerships established to commercialize
  • 20+ strategic partner pipeline in place
  • Proven –Piloted –Patented
Dan Blondal, CEO, Director & Founder, Nano One Materials 20-minute presentation, 5-minute direct Q&A with keynote
Nano One is a Canadian technology company with a scalable industrial process for producing low cost high performance battery materials and a wide range of other advanced nanostructured composites. This novel three-stage process uses equipment common to industry and is being engineered for high volume production and rapid commercialization.
13:15 Lunch Break

Lunch Keynote

13:45

Building the 21st Century electric vehicle supply chain –First Hand Perspectives

  • Selection criteria for lithium, nickel, graphite anode and cobalt
  • The principles of negotiating a long-term contract from a consumer perspective
  • Battery cell selection policy: the must haves from the nice to haves
Vivas Kumar, Principal Consultant – Supply Chain, Benchmark Mineral Intelligence 20-minute presentation, 5-minute direct Q&A with keynote
Vivas’was responsiblefor building Tesla’s lithium ion battery supply chain fromMay 2017 and oversaw the most rapid growth period in the EV battery industry’s history. He has rapidly become a pioneer in the lithium ion battery supply chain as the auto industry enters uncharted EV waters.
At Tesla, Vivaswas responsible for sourcing and contracting lithium, cobalt, graphite anode and nickel sulphate, in addition to other battery components as the Tesla Gigafactory 1 in Nevada scaledto become the world’s biggest battery plant.
Vivas’ lunch presentation will explore what the auto OEMs want from supply chain contracts and their battery and raw material suppliers, the hurdles to successful dealmaking, and the mismatch of cultures from mine to EV.

Industry Presentations

14:10 SRG Graphite Inc– Benoit La Salle, Executive Chairman & Director (Canada)
14:25 Lake Resources NL– Steve Promnitz, Managing Director (Australia)
14:40 Northern Graphite– Greg Bowes, CEO & Director (Canada)
14:55 Q&A Panel Session with 3 industry presenters

Keynote

15:10

Lithium Prices in 2019 & The Exchange Traded Opportunity

  • Lithium Prices: Filtering the facts from the noise
  • Understanding China’s spodumene conversion capacity
  • Cash settled lithium contracts on the LME: Reaction
Andy Miller, Senior Analyst, Benchmark Mineral Intelligence 20-minute presentation, 5-minute direct Q&A with keynote
Benchmark Minerals sets the lithium industry’s reference price that used to negotiated contracts between a number of consumers including lithium producers and electric vehicle manufacturers. Benchmark’s prices are available via subscription and published by Bloomberg, Thomson Reuters and one other major outlet. Andy Miller is Head of Benchmark’s Price Assessment Division that produces monthly lithium, cobalt, and graphite anode prices.

Keynote

15:35

Bloomberg’s nickel perspective

Andrew Cosgrove -Bloomberg Intelligence Global Head of Metals and Mining 15-minute presentation, 5-minute direct Q&A with keynote
Bloomberg Intelligence (BI) is Bloomberg’s research arm which publishes on the Bloomberg Terminal, providing an independent perspective and data-driven analysis from more than 250 experienced analysts.
15:55

The auto industry’s path to 21stcentury electrification

Colin Langan, Equity Analyst, US Autos & Auto Parts, UBS Investment Bank 20-minute presentation, 5-minute direct Q&A with keynote
16:20

Energy Density and the EV lithium ion battery

  • Lithium ion cell energy density and its consequences for EVs
  • The role of EV platforms and battery pack management
  • EV range versus cost and stumbling blocks to mass adoption / forecast
Adam Panayi, Managing Director, Rho Motion 20-minute presentation, 5-minute direct Q&A with keynote
Rho Motion is an independent publisher focused on the downstream of the lithium ion battery industry. The London-based company offers monthly energy density assessments and research linking the battery packs to the EV platform. Rho Motion has advised some of the world’s leading banks, investors, EV producers and battery makers.
16:45 Finish

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