Brazilian Nickel’s Piauí Project is a nickel heap leach operation that produced its first intermediate products in 2022. These products are perfect feeds for battery cathode production. Heap leaching is a low-cost and inherently low carbon footprint process and BRN is looking at innovative ways to reduce the project's carbon footprint even further with the vision of being carbon negative.

The ramp up of the battery industry implies massive investment in mines and refineries. Yet, the fast pace of innovation might shift demand to different commodities while assets are being built. This presentation will inform about trends in battery chemistry and risks/opportunities which come with them.

The manufacturing of battery materials, particularly active anode materials, is highly concentrated in Asia. This leaves the non-Asian battery industry vulnerable to supply chain interruption due to unforeseeable global events. This presentation discusses how Vianode is producing high-volume competitive anode materials with state-of-the-art performance outside Asia. The Vianode production in Norway offers a substantial improvement in efficiency and sustainability. The talk will also discuss the next step in anode material sustainability, graphite recycling, where Vianode is moving to pilot scale.

In order to meet the demand from the market, battery cell manufacturers are also necessary to secure materials for this purpose. In addition to that, having a localized battery material supply chain is also important to avoid many risks in the supply chain. Above all, creating a battery supply chain in a sustainable way is crucial. I will introduce how FREYR has been setting up our local battery supply chain in Europe.

2022's nickel market short squeeze — which catapulted the London Metal Exchange, or LME, three-month nickel price above $100,000 per tonne and forced the LME to temporarily suspend nickel trading — has left challenging market conditions behind, with illiquidity and volatility. This presentation will assess the nickel market performance through to mid-2023, provide our five-year price forecast, considering factors including electric vehicle sales, battery chemistry mix, and metals supply and demand in nickel's new era.

This presentation will cover the EV Sales Review of 2022 as well as expectations going gorward and implications on battery demand and will share the latest insights from collecting the facts in the EV industry. You will understand the best sellers, which countries and regions are doing to most for EV adoption, and what to expect in the future, both short term, and long term. These forecasts will also be translated into the battery demand.

Today, less than 10% of the automotive market is fully Electric Vehicles. With this small market share, xEV already consume more than 80% of the total Li-ion battery production, more than 70% of the cobalt production, and more than 80% of the lithium production. With conservative xEV forecasts (25 million EV sold per year in 2030), the impact on the lithium-ion battery market and supply chain will be huge.

The presentation will focus on the latest development in the lithium battery industry in China, including demand, raw materials supply, and prices.

The 2020s will be a defining decade in the global effort to decarbonise the transport sector. With electric vehicles already attracting mass-market sales in turbulent economies for the automotive sector, demand for batteries and their raw materials will skyrocket as penetration targets loom on the horizon. Can the supply side keep up?

What should the market expect in terms of a supply response from battery raw material producers, what is the outlook for supply, demand, and prices in these complicated and fast-moving markets? The talk will look at recent developments in battery raw materials, the impact it has had on the supply chain, and the underlying trends in lithium, cobalt, and nickel.

Exploring pricing, supply, and demand trends in battery metals and cathode active materials for the previous year; examining the main upcoming trends for the year ahead and later in the decade.

This talk will explore the latest price updates and analysis from Benchmark’s Lithium Price Assessment and how the latest market trends are set to impact the supply and demand outlook as the industry approaches the terawatt-hour scale.

Based on the expected market growth, it will become more and more challenging to support the supply chain regarding the fluorinated materials (e.g., LiPF6) due to limited availability of basic chemicals as HF, companies and expertise in handling fluorination chemistry. Considering also a massive number of future developments based on fluorinated compounds, it will be necessary to provide a range of fluorination techniques to scout new technologies and to develop more sustainable manufacturing approaches.

The availability of lithium has become a hugely influential factor in the battery market; compounded by decreased procurement flexibility due to country of origin regulations and carbon footprint requirements. Consumers are reacting to this with technical innovation & supply chain adjustments, and at the same time the lithium supply response is gaining pace. This presentation will provide CRU’s insight into a complicated and fast moving market, where huge uncertainty makes both lithium oversupply and deficits conceivable outcomes.

In addition to the metals relevant for LIBs, chemistry requirements for European battery cell prodction are expected to be imbalanced in the coming years. Solutions are to be developed for the value chain.

This presentation will explore the impact of localizing different parts of the lithium-ion battery supply chain on battery costs. This presentation will directly quantify the costs and benefits of locally produced materials and batteries.