WednesdayDec 06
ThursdayDec 07
Time in PT
Time
Event
What
Who
08:00 – 08:45
Registration Opens
08:45 – 09:15
Welcome Address
Jin Zhifeng
Jin Zhifeng

Jin Zhifeng

President of Minmetals Economic Research Institute

China Minmetals Corporation

09:00 – 09:15
Fastmarkets Introduction
Jingtai Lun
Jingtai Lun

Jingtai Lun

Asia Non-Ferrous Editor

Fastmarkets

09:15 – 09:40
The demand picture: Chinese EV & ESS adoption
  • Market forecast for global EV & ESS battery demand
  • Outlook for battery chemistry trends over the decade
  • Upside and downside risks to battery demand
  • What impact would potential EU tariffs have on Chinese EVs in Europe?
Phoebe O'Hara
Phoebe O'Hara

Phoebe O'Hara

Battery Raw Materials Analyst

Fastmarkets

09:40 – 10:20
Executive keynote panel discussion
  • How will China maintain its position as the           predominant force in EV battery supply chain?
  • What’s the longer term view for EV battery trends within China, Asia and globally? Which factors will drive raw material demand for both EVs and ESS?
  • Where will the new BRM supply/imports come from? How are new Chinese lithium projects progressing?
  • What policies and support will there be to develop EV infrastructure and adoption of EV outside tier 1 cities?
  • How will changes to legislations outside of China impact EV supply chains?
  • Wil be see battery oversupply? Will there be industry consolidation?
George Q. Fang
Zeng Weiliang
Yasmin Liu
He Wei
George Q. Fang

George Q. Fang

Executive Vice Chairman

Zhejiang Huayou Cobalt Co. Ltd

Zeng Weiliang

Zeng Weiliang

Director of Low Carbon Development Centre

China EV100

Yasmin Liu

Yasmin Liu

Vice President

Tianqi Lithium Corporation

He Wei

He Wei

President

EVE Power Battery Research Institute

10:20 – 10:50
Networking & refreshment break
10:50 – 11:20
The prospect of battery raw material market
· Development process and prospects of the lithium battery industry chain · The main challenges faced by the industrial chain · Development direction and suggestions
Junquan Chen
Junquan Chen

Junquan Chen

Analyst

Minmetals

11:20 – 12:00
Tackling price volatility: How to manage risk and protect profit margins
  • What options are available for managing      volatility and price risk in battery raw materials markets?
  • What does a robust price risk management      strategy look like in the battery supply chain, and how can you implement      one?
  • What are the routes to market and      practicalities of hedging lithium and cobalt prices?
  • How will risk management tools continue to develop      in the battery raw materials markets?
Karen Shi
Lina Liu
Wei Xiong
Leon Hoffmann
Karen Shi

Karen Shi

Market Development Manager- China

Fastmarkets

Lina Liu

Lina Liu

China Office Manager

FIS

Wei Xiong

Wei Xiong

Lithium Advisor

TRAXYS

Leon Hoffmann

Leon Hoffmann

Battery Raw Materials Broker

SCB

Ivy Qi

Product Development

LME

12:00 – 12:10
Derivatives and their role in the drive towards electrification
· What are derivatives? · How can the EV supply chain use derivatives to manage risks? · SGX’s virtual car complex – from ferrous metals to rubber to batteries · How to get started to hedge
Vivian Wang
Vivian Wang

Vivian Wang

Associate Director

SGX

12:10 – 12:30
The Situation and Future Prospects of China's New Energy Vehicle Industry
Zeng Weiliang
Zeng Weiliang

Zeng Weiliang

Director of Low Carbon Development Centre

China EV100

12:30 – 12:50
Updates on Indonesian strategy to become a battery hub
Septian Hario Seto
Septian Hario Seto

Septian Hario Seto

Deputy Minister

Indonesia's Coordinating Ministry for Maritime Affairs and Investment

12:50 – 13:05
New (EU & US) regulations prompt China's recycling companies to speed up going overseas
Weiqiao Gao
Weiqiao Gao

Weiqiao Gao

Vice President

Zhejiang Huayou Recycling Technology Co Ltd.

13:05 – 14:30
Networking Lunch
14:30 – 14:50
Lithium spotlight
  • Lithium Market Outlook in 2024
  • How does oversupply affect the markets?
  • How will China secure resources as some key producing countries shift away from partnerships with Chinese manufacturers?
Chandler Wu
Zihao Li
Chandler Wu

Chandler Wu

Senior Analyst, Battery Raw Materials

Fastmarkets

Zihao Li

Zihao Li

Price Reporter

Fastmarkets

14:50 – 15:10
Nickel spotlight
  • The stainless      steel sector still dominates consumption but batteries sector now      second-largest user of nickel
  • How quickly will      the battery sector grow and what are the main drivers of this growth?
  • The growth in      consumption by the battery sector is reshaping nickel supply. How is the      supply-side responding? What are the main challenges?
Olivier Masson
Yiwen Ju
Olivier Masson

Olivier Masson

Principal Analyst

Fastmarkets

Yiwen Ju

Yiwen Ju

Price Reporter

Fastmarkets

15:10 – 15:30
Cobalt spotlight
  • Oversupply and what this means for prices
Vicky Zhao
Carrie Shi
Vicky Zhao

Vicky Zhao

Senior Analyst, Battery Raw Materials

Fastmarkets

Carrie Shi

Carrie Shi

Price Reporter

Fastmarkets

15:30 – 15:45
Graphite spotlight
  • Market share of synthetic and natural grapite – are anode producers changing procurement strategies?
  • How will China’s changing graphite strategy impact the international supply chain?
  • How is graphite refining capacity changing?
Sybil Pan`
Sybil Pan`

Sybil Pan`

Senior Price Reporter

Fastmarkets

15:45 – 16:15
Networking & refreshment break
16:10 – 16:30
Huayou Cobalt Spotlight
George Q. Fang
George Q. Fang

George Q. Fang

Executive Vice Chairman

Zhejiang Huayou Cobalt Co. Ltd

16:30 – 16:50
Recycling & black mass forecast
  • Scrap battery supply: production waste & End-of-Life
  • What level of battery metal supply is expected from recycling? 
  • Black mass outlook and trade flows 
  • Black mass pricing methodology & forecast 
Julia Harty
Julia Harty

Julia Harty

Battery Recycling & Black Mass Analyst

Fastmarkets

16:50 – 17:30
Recycling & the circular economy
  • Benefits of vertical integration, partnerships and offtake agreements
  • Role of second life in the Chinese recycling market 
  • Impact of black mass regulations on import/export 
  • Battery recycling technology & trends 
Julia Harty
Weiqiao Gao
Chongyang Li
Gangfeng Liu
Julia Harty

Julia Harty

Battery Recycling & Black Mass Analyst

Fastmarkets

Weiqiao Gao

Weiqiao Gao

Vice President

Zhejiang Huayou Recycling Technology Co Ltd.

Chongyang Li

Chongyang Li

General Manager

Hunan Lihuitong New Energy Technology Co

Gangfeng Liu

Gangfeng Liu

CTO

Botree Recycling Technologies

17:30 – 19:00
Networking drinks reception
08:45 – 09:30
Registration
09:15 – 09:30
Key takeaways from day 1 and introduction to the policy and regulatory landscape
Paul Lusty
Paul Lusty

Paul Lusty

Head of Battery Raw Materials

Fastmarkets

09:30 – 09:50
Regional differences in battery cell supply and demand, and up updates from IRA and GDIP
  • Global battery market demand and supply outlook for 2030
  • Battery technology trends 
  • Perspectives on main battery materials 
  • Implications to value chain players
Ting Wu
Ting Wu

Ting Wu

Partner

McKinsey Center for Future Mobility China

09:50 – 10:30
ESS Panel
Phoebe O'Hara
Anqi Shi
Huang Shanyan
Carsten Obermann
Phoebe O'Hara

Phoebe O'Hara

Battery Raw Materials Analyst

Fastmarkets

Anqi Shi

Anqi Shi

Senior Analyst – Batteries and Energy Storage

S&P Global

Huang Shanyan

Huang Shanyan

Vice Director of Securities Research Institute

Minmetals

Carsten Obermann

Carsten Obermann

Project Manager

Gotion Global

10:30 – 10:50
Understanding the Inflation Reduction Act (IRA)
  • How will the IRA shape the current EV supply chains in the US and China?
  • How will it influence the industry with regards to the Chinese battery anode and cathode suppliers?
  • What are the measures that Chinese companies are taking? Are they planning to move the production abroad to circumvent the regulations? 
  • Is South Korea an alternative?
Cormac O'Laoire
Cormac O'Laoire

Cormac O'Laoire

Managing Director

Electrios and Head of strategy, Green Li-ion, Singapore

10:50 – 11:20
Networking Break
11:20 – 11:35
Direct lithium extraction: Unlocking sustainable solutions

This presentation explores the advancements in direct lithium extraction, a critical process for the global shift towards sustainable energy solutions. As the demand for lithium-ion batteries surges in electric vehicles and renewable energy systems, the need for efficient and environmentally responsible lithium extraction methods has become paramount.

  • The Global Lithium Market Landscape: Gain insights into the growing demand for lithium and its central role in the clean energy transition, including electric vehicles, renewable energy storage, and consumer electronics.

 

  • Current Lithium Extraction Methods: Understand the limitations and environmental  concerns associated with traditional lithium extraction techniques, such      as brine evaporation and hard rock mining.

 

  • Direct Lithium Extraction Technologies: Explore the latest innovations and breakthrough technologies in direct lithium extraction, such as membrane-based processes, ion-exchange systems, and sorbent materials.

 

  • Environmental   and Economic Benefits: Learn how these emerging technologies not only reduce the environmental footprint of lithium production but also offer      economic advantages, including lower operational costs and increased     lithium recovery rates.

This presentation is designed to inform mineral producers and industry partners about the transformative potential of direct lithium extraction methods, offering a glimpse into a cleaner, more efficient, and sustainable future. 

Steven Lam
Steven Lam

Steven Lam

Vice President of New Products and Innovation

Gradiant

11:40 – 11:55
Fireside Chat: Overview and Outlook of Indonesian Nickel
Olivier Masson
Meidy Katrin
Olivier Masson

Olivier Masson

Principal Analyst

Fastmarkets

Meidy Katrin

Meidy Katrin

Secretary General

Indonesian Nickel Miners Association (APNI)

11:55 – 12:15
Future battery technology trends – Chinese & global outlook
· Which battery technologies will dominate in China? Could Solid State be the future of EVs in China? · Sodium – ion technology – what does this mean for future demand? How fast could this transition be and how will it disrupt current supply chains? · What is the timeline for disruption? How soon will mobility applications for sodium ion be apparent to the market?
Tim Hotz
Tim Hotz

Tim Hotz

Principal

Roland Berger

12:15 – 12:35
Lithium Extraction Case Study & Technology Breakdown
George Gu
George Gu

George Gu

General Manager, Overseas Business Department

TUS Material

12:35 – 12:55
Rare Earths Insight
Leslie Liang
Leslie Liang

Leslie Liang

Research Manager

Project Blue

13:00 – 14:00
Networking lunch & close of conference