2021 Archived Content

Global Battery Raw Materials Conference

Balancing Supply, Demand & Costs for Battery Component Materials

20 - 21 January 2021 ALL TIMES CET

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 symposium 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.

Wednesday, 20 January

13:05 Session Break - View Our Virtual Exhibit Hall



Panasonic Energy – A Gigafactory Update

Celina Mikolajczak, Vice President, Manufacturing Engineering, QuantumScape

Panasonic Energy of North America (PENA) is the division of Panasonic that produces lithium-ion cells at the Gigafactory in Sparks, NV.  I will provide an update on PENA's status and completed milestones.


Critical Raw Materials in The Battery Raw Material Supply Chain - Current Themes and Future Thinking

Alison Saxby, Managing Director, Roskill

Many battery supply chain materials are deemed critical by governments, but their definitions and approaches vary from stimulus to safeguarding, trade distortion, to research and development. A number of levers are being deployed.  This presentation will review these approaches and what they could mean in the context of new policies and plans for critical raw materials in the battery supply chain.


Chinese xEV Market: Vehicle, Battery and Materials Impact

Mark H.L. Lu, PhD, Senior Industrial Analyst, Industrial Economics & Knowledge Center, Industrial Technology Research Institute

Although COVID-19 continues to affect the global electric vehicle market, Chinese NEV market has gradually returned to growth pace due to the extension of the subsidy policy and the continuous implementation of the originally planned stimulus. It is expected that in 2020, battery demand will be maintained same scale as in 2019. This report will discuss possible changes in Chinese xEV battery market and technology trends by 2025.


Electrification at Opel – From BEV and PHEV

Roland Matthe, Technical Fellow, Global Battery Systems; Manager, Electrical Architecture, Opel Automobile GmbH
14:55 Session Break - View Our Virtual Exhibit Hall



Charging Change: Adapting OEM Supply-Chains to the Challenges of Battery Raw Materials

Jake Fraser, Senior Consultant, Battery Materials & Supply-Chain Strategy, Roskill

This presentation will cover the SCQ framework in a fast-moving market as well as the current positioning and core trade-offs in tackling battery raw material risk. In addition, optimising potential OEM and miner investment behaviours and upstream vs. downstream requirements in supplier-consumer relationships V2.0 will be covered. Finally, potential breakthrough technologies to alleviate raw material supply challenges long-term will be addressed.


How Can European and Asian Material Manufacturers Cooperate in the EV Era?

Sachiya Inagaki, Senior Executive Manager, Industrial Technology Unit, Yano Research Institute Ltd.

The huge demand for material will arise in the next few years in Europe, but there will be less material manufacturers in the EU. The EU will set up some regulations to develop a European value chain, but still need some support from Asian manufacturers who have experience with mass stable production with high quality. I will be sharing my proposal on how European manufacturers can cooperate with Asian manufacturers.


Chvaletice Manganese Project: Developing a Globally-Significant New Source of Green and Ultra-High Purity Manganese Products in Europe

Marco Romero, President & CEO, Euro Manganese Inc.

Euro Manganese Inc. is advancing steadily with the development of a strategic new source of ultra-high purity manganese products in the Czech Republic to serve Europe’s rapidly emerging lithium-ion battery ecosystem. These products will assure customers impeccable provenance and a minimal environmental footprint, as they will be made by reprocessing old mining waste. The Chvaletice Manganese Project is also unique in that it will result in the environmental remediation of a polluted site.

16:15 Session Break - View Our Virtual Exhibit Hall

Zero Carbon Lithium 

Vincent Ledoux-Pedailles, Vice President, Vulcan Energy

Vulcan Energy Resources is aiming to become the world’s first Zero Carbon Lithium™ producer, by producing a battery-quality lithium hydroxide chemical product with net zero carbon footprint from its combined geothermal and lithium resource, which is Europe’s largest
lithium resource, in Germany. It will fix lithium’s current problems for the EU market: a very high carbon and water footprint of production, and total reliance on imports, mostly from China.


Natural Graphite Scale and Integration to Meet the Demands of Global Fleet Electrification

Joe Williams, Marketing Manager, Syrah Global DMCC


The new energy transition demands new energy minerals, at scale. Syrah Resources owns and operates the world's largest natural graphite production facility in Mozambique. The company has delivered a base-load of supply feeding the lithium-ion battery anode market from 2018, and has since built and commissioned a Precursor plant in the U.S. Syrah continues to integrate production vertically, delivering Anode Active Material in 2021. Here we present supply-chain dynamics and outlook.


Nickel and the Low Carbon Economy

Anne Oxley, Technical Director, Brazilian Nickel PLC

The impact of C-19 on the rollout of EVs is still to be fully understood, but in many large cities, the benefits have been clearly seen during 2020’s unprecedented lockdowns. Many believe this could even speed up the uptake of BEV use over the next decade, as we strive for cleaner air and a zero-carbon future. Nickel is a key constituent in the low carbon economy and could feed the rising demand miners need to aim to produce in the most environmentally friendly and sustainable way possible. Brazilian Nickel’s Piauí project will produce nickel and cobalt feeds for EV cathodes using a lower-cost, less energy-intensive, simple, and flexible heap leaching process. BRN is also looking at innovative ways to reduce the project carbon footprint as much as possible, with the ultimate vision of being carbon neutral.


Session Wrap-Up

Panel Moderator:
Anne Oxley, Technical Director, Brazilian Nickel PLC
Jake Fraser, Senior Consultant, Battery Materials & Supply-Chain Strategy, Roskill
Marco Romero, President & CEO, Euro Manganese Inc.
Joe Williams, Marketing Manager, Syrah Global DMCC
Vincent Ledoux-Pedailles, Vice President, Vulcan Energy
18:25 AABE Connects - View Our Virtual Exhibit Hall
18:55 Close of Day

Thursday, 21 January



Enough Nickel for Batteries?

Denis Sharypin, Head, 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.


Cinderella Search – The Hunt for “Green” Nickel

Andrew Mitchell, Head of Nickel Research, Wood Mackenzie

Many growth forecasts for in the public domain already point to the challenge of producing enough nickel units required for the electrification of vehicles going forward. But if we are additionally to be selective about the nickel units to be used based on their environmental, social and governance aspects, then meeting that challenge becomes increasingly difficult. 


The Outlook for Battery Raw Materials – Lithium, Cobalt, Nickel

William Adams, Head of Battery Research, Cobalt & Lithium & Battery Materials Research, Fastmarkets

A look into the current situation in the battery raw materials markets and their outlook.

10:00 Session Break - View Our Virtual Exhibit Hall

What Does New Li-Ion Cell Capacity Mean for European Raw Material Demand?

Andy Leyland, Head of Advisory, Benchmark Mineral Intelligence

As Europe ramps up its plans for domestic cell manufacturing we look at what this means for upstream parts of the supply chain, including raw materials, precursors, cathode and anode supply. The EU commission have highlighted battery raw materials as a critical industry, but can Europe realistically fulfill this demand, and more importantly, will it have the capacity to process these materials?


Sustainable Lithium for a World in Motion

Stefan Debruyne, Director, Business Development, Lithium, SQM International

This presentation will provide an SQM introduction covering online environmental monitoring in Salar de Atacama as well as life cycle analysis of lithium production routes and lithium market and demand outlook.

Christoph Frey, Chief Operating Officer - Graphite and Anode Materials, Mineral Commodities

MRC acquired Skaland Graphite located in Norway in 2019 which is the highest-grade natural flake graphite producing mine globally and the largest graphite mine in the Europe Economic Area. The Company plans to develop a vertically integrated Active Anode Material Plant in Norway, using concentrate from the Skaland mine. MRC is developing an environmentally friendly process of non-hydrofluoric graphite purification, and along with access to Norway's low-cost renewable energy is targeting production of one of Europes lowest carbon footprint active anode materials. The company will adopt a staged modular approach to Anode production, before accelerated production growth and capacity expansion incorporating graphite concentrate from MRC’s Munglinup project in Australia. 


Session Wrap-Up

Panel Moderator:
Kevin Konecky, Battery and Energy Storage System Consultant, Total Battery Consulting
Denis Sharypin, Head, Market Research, MMC Norilsk Nickel
Andrew Mitchell, Head of Nickel Research, Wood Mackenzie
William Adams, Head of Battery Research, Cobalt & Lithium & Battery Materials Research, Fastmarkets
Andy Leyland, Head of Advisory, Benchmark Mineral Intelligence
Stefan Debruyne, Director, Business Development, Lithium, SQM International
12:10 Session Break - View Our Virtual Exhibit Hall



Cobalt Due Diligence and Chemical Management in the Battery Supply Chain 

Adam McCarthy, President, Cobalt Institute

This presentation will discuss the main challenges facing the sustainable use of cobalt in the battery value chain, concerns over due diligence, and chemical safety. The presentation will highlight the steps the industry is taking to address these issues and provide certainty to the value chain.


Future Success Factors for European Battery Industry – Localized Value Chains, Fast Charging, Low Cost, Cell2Pack

Dennis Gallus, P3 Group

Localized European cell manufacturing will be ramped up in the upcoming years with an expected production volume of more than 290 GWh in 2025. The associated market volume of approx. 15 bn EUR for cell materials enables great market opportunities for new entrants within the European upstream material value chain for localized manufacturing. P3 will demonstrate success factors and opportunities for domestic value chains meeting future OEM requirements as fast charging, low cost or cell2pack solutions.



Profitable Near-Term Solution for End of Lithium-Ion Battery Lifecycle

Michael Tamlin, COO, Neometals Ltd.

The battery industry, car industry and grid storage industry all need a viable means to recover valuable metals from future used batteries but have limited options. They also need a viable means to process manufacturing scrap now. Processing needs to be scaleable and capable of operating in regional locations for compliance with international transport regulations. Neometals has developed a complete, modular package that extracts Cobalt, Lithium, Nickel and other materials that can be reused in battery manufacturing. Key features are small environmental footprint, compact dimensions, low capex and good operating economics that create a profit centre from an internal scrap processing operation.

15:00 Interactive Roundtable Discussions - View Our Virtual Exhibit Hall

Join your colleagues and fellow delegates 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.

ROUNDTABLE 1: Li-Ion NMC Fast Charging New Cells for E-Mobility

Shmuel De-Leon, CEO, Shmuel De-Leon Energy Ltd.
  • The needs for fast charging for E-Mobility
  • Current solution in the market
  • New fast charging Li-ion NMC cells under development

ROUNDTABLE 2: Silicon Anodes and Cells

Benjamin Park, PhD, Founder & CTO, Enevate Corp.
  • What is the maturity level of Si today for use in EVs?
  • What different approaches are there with Si?
  • What are the challenges and how can the industry work together to solve them?
  • How does Si compare with other next-gen technologies such as solid-state/lithium metal?

    ROUNDTABLE 3: Lithium Battery Recycling Logistics and Efficiency

    Steve Sloop, PhD, President, OnTo Technology LLC
    • Regarding early stage scrap materials, what can manufacturers do to improve efficiencies in house.
    • What are the pro’s and cons for verticalization of lithium-ion recycling within a battery manufacturing business.
    • How do we improve recycling revenue with the future of low cobalt chemistries.
    • What are the safety risks in recycling new (and old) scrap batteries, how do we address them effectively and at low cost.
    16:00 Close of Conference

    Register and Save