Jingtai Lun
Asia Non-Ferrous Editor
Fastmarkets
- 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
Battery Raw Materials Analyst
Fastmarkets
Zeng Weiliang
Director of Low Carbon Development Centre
China EV100
- 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
Executive Vice Chairman
Zhejiang Huayou Cobalt Co. Ltd
Zeng Weiliang
Director of Low Carbon Development Centre
China EV100
Yasmin Liu
Vice President
Tianqi Lithium Corporation
He Wei
President
EVE Power Battery Research Institute
- Global and Chinse supply & demand outlook
- What lies ahead for prices? Long and short-term forecasts for lithium, cobalt, nickel, graphite and manganese
- EV battery cost forecast
- Impact of high price environment and EV battery costs risks for EV uptake in China
Junquan Chen
Analyst
Minmetals
- 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
Market Development Manager- China
Fastmarkets
Lina Liu
China Office Manager
FIS
Wei Xiong
Lithium Advisor
TRAXYS
Leon Hoffmann
Battery Raw Materials Broker
SCB
Ivy Qi
Product Development
LME
Daniel Jimenez
Founding partner
iLiMarkets
Septian Hario Seto
Deputy Minister
Indonesia's Coordinating Ministry for Maritime Affairs and Investment
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
Vice President of New Products and Innovation
Gradiant
- 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
Senior Analyst, Battery Raw Materials
Fastmarkets
- 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
Principal Analyst
Fastmarkets
Yiwen Ju
Price Reporter
Fastmarkets
- Oversupply and what this means for prices
Vicky Zhao
Senior Analyst, Battery Raw Materials
Fastmarkets
- 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`
Senior Price Reporter
Fastmarkets
George Q. Fang
Executive Vice Chairman
Zhejiang Huayou Cobalt Co. Ltd
- 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
Battery Recycling & Black Mass Analyst
Fastmarkets
- 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
Battery Recycling & Black Mass Analyst
Fastmarkets
Weiqiao Gao
Vice President
Zhejiang Huayou Recycling Technology Co Ltd.
Chongyang Li
General Manager
Hunan Lihuitong New Energy Technology Co
Gangfeng Liu
CTO
Botree Recycling Technologies
Paul Lusty
Head of Battery Raw Materials
Fastmarkets
- Global battery market demand and supply outlook for 2030
- Battery technology trends
- Perspectives on main battery materials
- Implications to value chain players
Ting Wu
Partner
McKinsey Center for Future Mobility China
- 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
Managing Director
Electrios and Head of strategy, Green Li-ion, Singapore
- EU’s Green Deal Industrial Plan: What regulatory changes to expect? What are the likely implications for importing materials to Europe? What are the expectations for battery recycling? What’s next for the carbon tax and battery passports?
- Russia – Ukraine war repercussions: European energy crisis and its impact on the EV supply chains and Giga factories
- Europe’s ambitions for material refining and cathode manufacturing
- Outlook for Europe’s battery raw material deposits and investment potential for Chinese mid & downstream companies
Martim Facada
Lithium Trader
TRAXYS
Johanna Zhang
Operations Manager (Asian Markets)
Minviro
Paul Lusty
Head of Battery Raw Materials
Fastmarkets
Olivier Masson
Principal Analyst
Fastmarkets
Meidy Katrin
Secretary General
Indonesian Nickel Miners Association (APNI)
Tim Hotz
Principal
Roland Berger
Yang Rong
Chairman & General Manager
TUS Qingyuan
Leslie Liang
Research Manager
Project Blue