Cambridge EnerTech’s

Global Battery Raw Materials

Balancing Supply, Demand & Costs for Battery Component Materials

15-16 January 2020


Understanding the complexities of the global supply chain for battery component materials from the mine to the market is critical to the successful commercialization of EV applications. An examination of the drivers of end user demand with a focus on major new projects in the pipeline and how that demand will evolve over the near and long term will be presented. This conference will cover the global markets from multiple angles, including advances in mining and processing with an emphasis on sourcing and cost control strategies by manufacturers with an outlook on the forecasted consumption trends for China, Japan, Korea, Europe, and the United States. Don’t miss your opportunity to network with the major players within the global battery supply chain.

Final Agenda

Wednesday, 15 January

8:00 Conference Registration & Morning Coffee


Terrassen - Saal C

8:40 Chairperson’s Opening Remarks

Menahem Anderman, PhD, President, Total Battery Consulting, Inc.

8:45 The Path to Zero-Emission Road Transport in Norway: Past Incentives and Future Goals

Aasebo_SigveSigve J. Aasebo, Senior Advisor, Norwegian Public Roads Administration

Zero emission transport is a cost-effective measure to reduce carbon emissions. Incentives for electrification started out in 1990 and have been both long-term and increasing with time. The goals of 2025 are to stop selling vehicles with ICE in passenger cars, city busses and light-weight vans. By 2030, no heavy vans with ICE, and maximum 25% of long-distance busses and 50% of new HDV with ICE. Will Norway reach the world’s most ambitious goals?

9:05 The Battery Market and Main Trends 2020-2030

Sanders_MichaelMichael Sanders, Senior Advisor, Avicenne; President, Sanders Group Enterprises, LLC

The presentation will analyze the current global battery market and provide some forecast for Lithium-ion batteries and their impact on the supply of raw materials.

9:25 Cathode Market Expansion: Challenges and Opportunities

VanBellinghen_TomTom van Bellinghen, Marketing & Sales Director, Rechargeable Battery Materials, Umicore

EV penetration of somewhere between 1 and 2 % has turned cathode landscape upside down. How to prepare for the 100$/kWh, when price parity with ICE will be reached and the real growth will start? Decreasing cost, increasing energy density, improve product purity, ensuring raw material availability and upstream mining investments, while guaranteeing ethical and environmental standards, all at a lower CO2 footprint: a lot of balls to keep in the air.

9:45 Sustainability in the Battery Value Chain

Augustin_JonasJonas Augustin, Engagement Manager, McKinsey & Company, Inc.

Batteries are a key enabler to electrify transport and realize the energy transition. The tremendous growth in demand for batteries will, however, impose a number of economic, environmental, and societal challenges to the entire value chain from raw material mining all the way to end-of-life. A sustainable scale-up of the battery value chain is required to ensure the positive impact of batteries. Circular economy and responsible practices will be a core part of the solution.

10:10 Coffee Break with Exhibit & Poster Viewing (Sponsorship Opportunity Available)

11:00 The Big Question about PHEV vs. BEV – What Does the Actual Trend Suggest?

Irle_ViktorViktor Irle, Market Analyst,

This presentation will look at PHEVs and BEVs from a global perspective but also focus on Europe in more detail. It will examine what the actual data suggests, who the active OEMs are in the field, which models are the best sellers, how Chinese policy influences what European automakers bring to the market, and how the near-future forecast on BEV vs. PHEV looks.

11:25 Chinese xEV Market: Vehicle, Battery, and Materials Impact

Lu_MarkMark Lu, PhD, Certified Senior Industrial Analyst, ITRI, Taiwan

11:55 Q&A

12:20 Networking Lunch (Sponsorship Opportunity Available)

13:30 Dessert Break with Exhibit & Poster Viewing


14:15 Chairperson’s Remarks

Anne Oxley, Technical Director, Brazilian Nickel

14:20 ESG and the Environmental Cost Curve: Can the Mining and Processing of Battery Raw Materials Fulfill the Promise of a ‘Green’ Electric Vehicle, and What Is the True Cost?

Baylis_RobertRobert Baylis, Managing Director, Roskill

Corporate social responsibility (CSR) has been front-and-centre in supply chain issues surrounding electric vehicle battery material sourcing, not least cobalt extraction in the DRC, environmental, social and governance (ESG) is fast becoming the latest compliance metric in OEM, supplier and investor decisions. This presentation looks at ESG issues within the battery raw material landscape, and why a new approach to the cost curve including emissions to air/land/water that are not currently part of conventional cost modelling and its potential raw material cost/pricing impact is needed to establish just how ‘green’ electric vehicles can become.


14:40 The Age of the Lithium-Ion Battery Megafactory – Who Is Winning the Global Battery Arms Race

Rawles_CasperCaspar Rawles, Senior Analyst, Benchmark Mineral Intelligence

Since 2014, Benchmark Mineral Intelligence has tracked the global build-out of large-scale lithium-ion battery production capacity, termed battery ‘megafactories’. This presentation will focus on where current capacity sits, where capacity will be added in the future and who looks to be winning the global battery arms race. Furthermore it will review the raw material demand implications to feed these plants, the cathode technology they will be using and if the supply side of the market can keep up.

15:00 European Lithium – A Significant Contributor to a Sustainable Battery Value Chain in Europe

Franz Josef Kruger, PhD, Senior Advisor, European Lithium Limited (Australia); ECM Lithium GmbH (Austria)

European Lithium aims to become the first battery-grade lithium producer in an integrated European battery supply chain by developing the Wolfsberg Lithium Project in Austria. Combining state-of-the-art technology with sustainable production, European Lithium is set to fuel the future of the European electromobility.

Pyrotek 15:20 Lowest Cost, Longest Life Li-Ion Cells with Advanced Anode Graphite

Schrooten_JeremyJeremy Schrooten, PhD, Technical Director, Pyrotek, Inc.

Pyrotek is pushing the limits of graphite. New in-house 18650 cell data confirmed by independent laboratories demonstrates industry-leading metrics enabling devices to last longer and batteries to cost less. With production in the USA, Pyrotek is leading the industry in delivering high-performance materials with low environmental impact.

15:40 Refreshment Break with Exhibit & Poster Viewing

16:30 How Is Europe Positioned in the Global Lithium Race?

Ledoux_Pedailles_VincentVincent Ledoux Pedailles, Executive Director, Corporate Strategy, Infinity Lithium

There is a fantastic momentum around the development of electric vehicles across the world and Europe is investing billions of euros to transform its auto industry and become a leader in electrified mobility. The continent is also starting to welcome large investments for lithium-ion battery factories, but further upstream, in lithium mining and refining, Europe is lagging behind. Infinity Lithium and its San Jose project in Extremadura, Spain, represents a strategic investment supporting the development of a more integrated and regionalised lithium-ion battery and auto industry.

16:50 NEW: Sustainable Lithium for a World in Motion

Stevan Debruyne, Business Development Director, SQM

17:10 Production of Lithium Hydroxide at Lower Cost

Jean-François Magnan, Technical Manager, Nemaska Lithium

Nemaska proprietary technology allows to produce lithium hydroxide directly at a lower cost than most of the actual lithium carbonate producers. Lithium hydroxide is required for the production of high-grade nickel cathode material having high energy density such as NCA and NMC. Also, depending on the chemistry and the process to synthesize the cathode material, lithium hydroxide has many technical advantages over lithium carbonate.

17:30 Q&A

18:00 Close of Day

Thursday, 16 January


7:30 Conference Registration

Terrassen - Saal C

8:00 Breakfast Roundtable Discussions

Join your colleagues and fellow delegates over breakfast for a focused, informal discussion moderated by a member of our speaking faculty. A small group format allows participants to meet potential collaborators, share examples from their own work and discuss ideas with peers. Visit here to see the full listing of topics and moderators.


9:00 Chairperson’s Opening Remarks

Robert Baylis, Managing Director, Roskill

9:05 Heap Leaching – Creating Nickel Supply Solutions

Oxley_AnneAnne Oxley, Technical Director, Brazilian Nickel

With demand for battery raw materials set to soar over the next decade, where will we find so much new nickel (& cobalt) supply? Notoriously capital intensive, with problematic and slow ramp-ups, complicated HPAL is not the answer. Nickel laterite heap leaching is simple, flexible, low cost and is now ready to unlock the many known, but to date, uncommercial nickel laterite projects. BRN’s Piauí Nickel Project is set to be the first.

9:25 Ni Market Update 2020-2025 – Would It Be Enough Ni to Feed the Growing Battery Market?

Sharypin_DenisDenis Sharypin, Head of Market Research, MMC Norilsk Nickel

The talk will focus on Ni demand projections by industry, update on Indonesian Ni projects. Possible impact of the Indonesian export ban will be elaborated and the Ni incentive price for bringing additional Ni units to the market will be examined.

9:45 Progress Update: Green, European, Ultra-High-Purity Manganese Products Made by Recycling Mine Waste

Romero_MarcoMarco Romero, CEO, Euro Manganese

The Chvaletice Manganese Project is rapidly advancing to become Europe’s only primary producer of ultra-high purity manganese products for production of NMC cathode EV battery production. These will be made by recycling waste and with an exceptional environmental footprint.

10:05 Challenges and Opportunities for Cobalt Supply in the Democratic Republic of Congo

George Heppel, Senior Analyst, Cobalt, Lithium & Battery Markets, CRU Markets

The Democratic Republic of Congo holds the same sway over the cobalt market as Saudi Arabia does for oil, or China does for rare earths. CRU estimates that by next year, over 75% of global cobalt supply will come from the DRC, and this is set to only increase in the coming years. But while the DRC represents a huge supply potential for the cobalt market, it comes with many underlying risks – spanning from political and legislative risk, to infrastructural risks, and of course the ethical risks associated with artisanal mining. If left unchecked, these risks could be hugely detrimental to the global expansion of e-mobility.

10:25 Coffee Break with Exhibit & Poster Viewing (Sponsorship Opportunity Available)

11:10 Sustainability in the Cobalt Supply Chain

Weight_DavidDavid Weight, President, Cobalt Institute

The presentation will look at the historical changes to the cobalt market over the past 20 years, noting specifically the impact that cobalt containing Li-ion battery development has had while looking at the challenges cobalt faces in the global marketplace, from chemical management to responsible sourcing.

Denka 11:30 Advanced Conductive Agents, Including DENKA BLACK, Tailored to Automobile Applications

Akira Yoda, MA, Researcher, Battery and Conductive Materials Development Department, Denka Company Limited

In order to increase zero-emission vehicles usage globally, there remain various tasks to improve battery properties. One of these important tasks concerns “Range”. We have identified that advanced conductive agent (including acetylene black) amounts in batteries can be reduced when Denka Black is used.

Solvay 11:50 Upgrade your Polymers Choice to Improve for your Higher Performance Li Ion Batteries

Liu_RuiRui Liu, Global Marketing Manager – Batteries, Solvay Specialty Polymers

With continuous need of improvement of Li-ion battery technology, polymers used in your battery cell, module and pack are becoming more and more important to push safely the extra mile of your battery performance. From separator coating to cell gaskets, Solvay Specialty Polymers offers high performance polymers with high temperature rating, excellent chemical and electrochemical stability for higher safety and longer cycle life.

12:10 Q&A

12:40 Networking Lunch (Sponsorship Opportunity Available)


13:40 Chairperson’s Remarks

Vincent Ledoux Pedailles, Executive Director, Corporate Strategy, Infinity Lithium

13:45 Pricing and Price Outlook for Battery Raw Materials

Adams_WilliamWilliam Adams, Head of Battery Research, Fastmarkets Research

A look at the different ways lithium and cobalt are priced and how that is likely to evolve – so from 1 to 1 pricing, to pricing via a PRA, to exchange pricing. Why the downstream supply chain is likely to demand this pricing evolution. And, the look at the outlook for cobalt and lithium supply/demand and prices.

14:05 Breaking the Raw Materials Supply Barrier

Thakore_MilanMilan Thakore, Research Analyst, Battery Raw Materials, Wood Mackenzie

Under the most conservative EV forecasts, battery raw materials supply acts as a barrier to greater EV penetration. Mines and refineries require time and investment. This currently falls short but is also concentrated in certain regions. We look at what needs to happen to enable the EV revolution, from new metals supply frontiers, CAPEX requirements to realistic technology timelines.

14:25 Raw Materials Post 2025 – Where Will They Come From?

leyland_AndrewAndrew Leyland, Head of Strategy & Forecasting, Benchmark Mineral Intelligence

From 2025 to 2030 supply of lithium-ion battery raw materials will need to almost double in order to keep up with projected demand. Against this backdrop, most raw material markets also witnessed price declines over the course of 2019 that make financing that supply almost impossible. This presentation will look at the implications of the lack of project finance to date on being able to fill the structural deficits opening up in the lithium, cobalt, nickel and graphite markets. We will also consider the price levels required to make supply economically viable, and the impact that these price levels will have on average NCM 811 cell costs.

14:45 Q&A

15:00 Refreshment Break


15:15 Chairperson’s Remarks

Falko Schappacher, PhD, Member of the Board of Directors, MEET Battery Research Center, University of Muenster

15:20 Li-Ion Battery Life in xEV Applications

Schappacher_FalkoFalko Schappacher, PhD, Member of the Board of Directors, MEET Battery Research Center, University of Muenster

15:40 Life-Limiting Mechanisms in Li-Ion Automotive Technology

Waldmann_ThomasThomas Waldmann, PhD, Team Leader Post-Mortem Analysis and Aging Mechanisms, ZSW

In order to improve battery life time, the underlying aging mechanisms have to be identified. This presentation gives an overview on Post-Mortem analysis and aging mechanisms in different commercial state-of-the-art cells. The results are complemented with lab cells with reference electrode. The investigated mechanisms include Li deposition, SEI growth, and dissolution of silicate species from Si/C composite anodes. We show how the mechanism of Li plating can be hindered for fast-charging in commercial 16Ah pouch cells.

16:00 Development and Validation of xEV Battery Life Models

Obersteiner_VeronikaVeronika Obersteiner, PhD, Project Manager IODP, IODP Architecture & Technology, AVL List GmbH

Battery life has been one of the major obstacles to lithium-ion battery popularity in recent years, as it directly limits the electrical range over the lifetime of the xEV. Therefore, efficient methods for characterizing the complex process of battery ageing are needed. Utilizing these models for the development of strategies to analyze the battery degradation can enable a significant extension of the xEV’s life. Current modeling approaches, ranging from electro-chemical to half-empirical to data-driven models and the underlying battery aging testing methods provide a toolchain to predict the battery lifetime for individual xEVs according to their specific driving usage.

16:20 Q&A

16:35 Closing Remarks

16:40 Close of Conference

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