Cambridge EnerTech’s

Global Battery Raw Materials
( 原材料 )

Balancing Supply, Demand & Costs for Battery Component Materials



Understanding the complexities of the global supply chain for battery component materials 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 program 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


8:00 am Conference Registration & Morning Coffee


9:00 Chairperson’s Opening Remarks

Denis Sharypin, Head, Market Research, MMC Norilsk Nickel

9:05 KEYNOTE PRESENTATION: Changing the Metals Game: Ocean Nodules and the Future of EV Battery Supply Chains

Gerard Barron, CEO and Chairman, Deep Green

Pollution, sea level rise, extinctions and climate chaos are just some of the externalities wrought by our dependence on fossil fuels. But how do we transition to a cleaner, greener economy without merely shifting the environmental burden from burning fossil fuels to mining for more base metals for batteries and technology? DeepGreen CEO Gerard Barron will explore the benefits of deep-sea nodules and his mission to create a circular supply chain for lower-impact batteries.

9:25 Pricing and Price Outlook for Battery Raw Materials

William Adams, Head, Base Metals and Battery Research, Fastmarkets

As the market for lithium-ion batteries grows rapidly in the years and decades ahead, a more efficient pricing system will be needed for the battery raw materials. This presentation will look at how battery raw materials are priced now, how this is changing and what are the outlooks for supply, demand and price for lithium, cobalt and nickel.

9:45 Active Supply Management of Critical Battery Raw Materials

Vivas Kumar, Principal, Benchmark Mineral Intelligence

As electric vehicle makers continue to pursue ambitious electrification plans, a comprehensive technical and commercial battery strategy increases in importance. Beyond managing cell producers, OEMs have increasingly begun to participate in upstream materials management. In this talk, we explore the changing commercial models between OEMs and mining/chemical companies, as well as the new types of partnerships being struck between these upstream and downstream players.

10:05 Coffee Break in the Exhibit Hall with Poster Viewing

11:00 Impact of Market Corrections – Where Will Prices for Battery Raw Materials Head?

Alice Yu, Senior Research Analyst, Future Energy Markets, Metals and Mining Research, S&P Market Intelligence

The lithium and cobalt markets are experiencing corrections from oversupply and China’s subsidy phase-out. However, governments remain committed to fleet electrification and OEMs continue to invest upstream to ensure material security; in China, NMC 811 has started commercialization in 2019 as prices of nickel rise and cobalt fall. This presentation will look at where the markets, supply and prices for lithium and cobalt will be. The speed of electrification, battery choices and supply risks (political and new processing technologies) will be key.

11:20 Bridging the Streams

Sam Jaffe, Managing Director, Cairn Energy Research Advisors

Downstream Li-ion demand and upstream materials production are diverging significantly in the short term (supply outstrips demand), the medium term (demand outstrips supply) and the long term (demand massively outstrips supply). This presentation will look at forecasted demand and the materials required to satisfy that demand and how the mismatches might be solved over the next ten years.

11:40 The Regulatory Impacts of Chemicals Regulation on the Battery Sector

Adam McCarthy, Vice President, Government and Public Affairs, Cobalt Institute

Cobalt is facing a number of regulatory measures in Europe which will have an impact on the ability to use cobalt in batteries. This presentation will focus on these regulations, their impacts and alternative approaches to regulations.

12:00 pm Lithium after the Crash: What Is the Medium- and Long-Term Outlook for Prices and the Supply Chain?

Alex Laugharne, Principal Consultant, CRU International

Having accurately predicted the lithium price crash, CRU now provides a detailed cost-based assessment of the likely point at which lithium prices will bottom out, and the prospects for longer term carbonate and hydroxide pricing levels based on the capital and operating costs of new supply. This will include an overview of new supply by type of deposit following a re-evaluation of projects in the new lower price environment, discussion of how the supply chain from mine to battery maker is evolving, and relative pricing between lithium products, looking into the longer term.

12:20 Q&A

12:40 Networking Lunch

1:25 Dessert Break in the Exhibit Hall with Poster Viewing


2:20 Chairperson’s Remarks

Sam Jaffe, Managing Director, Cairn Energy Research Advisors

2:25 How Do We Produce “Greener” Nickel and Cobalt for EV Batteries?

Anne Oxley, Technical Director, Brazilian Nickel

With demand for battery raw materials in BEVs set to soar over the next decade to reduce emissions and improve our environment, not only do we need to find and fund the raw materials to feed this growth, but the mining industry needs to try and produce these raw materials in the most environmentally friendly and sustainable way possible. Brazilian Nickel’s Paiui project will produce nickel and cobalt feeds for EV cathodes using lower cost, less energy intensive, simple and flexible heap leaching process. Also, innovative ways to reduce the project carbon footprint, with the ultimate vision of being carbon neutral, will be presented.

2:45 Ni Market Update 2020

Denis Sharypin, Head, Market Research, MMC Norilsk Nickel

Assessing Ni market development in the light of the Indonesian ban and growing demand in batteries and other industries.

3:05 Presentation to be Announced

3:25 Refreshment Break in the Exhibit Hall with Poster Viewing

4:20 Cobalt Supply Chain – Risks & Opportunities

Trent Mell, President and CEO, First Cobalt

Is cobalt destined to be the choke point of the EV supply chain? Roughly 70% of cobalt supply is mined in the DRC and most of that mine feed finds its way to China for refining. China controls a majority of refined cobalt market, including almost 80% of the cobalt sulfate chemical required for lithium-ion batteries. What opportunities exist to diversify mine supply and refining away from these two countries?

4:40 Taming the Hydra – The Lithium-Ion Supply Chain at a Crossroads

Chris Barry, President, House Mountain Partners

Recent explosive growth along the lithium-ion supply chain is expected to continue as the global automotive fleet pushes towards electrification and renewable energy grows in importance. With the supply chain at a crossroads, this presentation will examine some of the challenges to growth including financing, tightening product specs, and the role of subsidies as well as solutions to tame this many-headed growing monster.

5:00 Q&A

5:20 Close of Day


8:30 am Continental 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 our website to see the full listing of topics and moderators.


9:30 Chairperson’s Remarks

Chris Barry, President, House Mountain Partners

9:35 Sustainable Lithium for a World in Motion

Stefan Debruyne, Director, SQM

9:55 The Shift in the Role of Manganese to High-Performance Batteries

Raymond Malcolm, CEO, PT STERN

Manganese originally had a stabilising function in the NMC cathode material and becomes now a dynamic cathode material able to exchange 2 electrons like high-capacity nickel cathode materials. Manganese is a very affordable and available raw material with less capital investment cost than other battery raw materials to assure affordable EV prices to the majority of people. The challenges are in the mining and processing technologies within an environmentally friendly ecosystem.

10:15 Chvaletice Manganese Project: Developing a Globally-Significant New Source of Green and Ultra-High Purity Manganese Products in Europe

Marco Romero, President and CEO, EMN Euro Manganese

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.

10:35 Coffee Break


11:35 Beyond Asia: Graphite Localization in America and Europe

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

Pyrotek offers synthetic graphite performance for the cost of natural graphite. Taking advantage of 100% hydroelectricity, our production facility offers the highest level of environmental sustainability with near zero emissions. Pyrotek is growing its production capacity in North America and Europe to support the localization of lithium-ion cell production.

11:55 Advances in Electrolyte Ingredients Specialty Polymers for Li-Ion Batteries

Speaker to be Announced

Learn about the latest developments in Solvay’s electrolyte ingredients and specialty polymers that enable our customers to improve the safety and performance of Li-ion batteries while meeting automotive industry requirements. We partner with growing companies who want to address new solutions based on high nickel, high silicon, and high voltage.


12:15 pm Low-Cobalt Recycling: The Brave New World for xEV Sustainability

Steven E. Sloop, PhD, President, OnTo Technology LLC

The US DOE cost goals associated with large-scale EV adoption require low cost (i.e. $10/kg) cathode. Cobalt thrifting is a strategy to achieve manufacturing cost goals, but it is counter-productive for cobalt recovery – can the recycling industry survive? This presentation will discuss recycling methodologies in light of cost goals and market realities and how OnTo’s approaches are technically appropriate for the EV industry.

12:35 Q&A

12:50 Networking Lunch

2:05 Chairperson’s Remarks

Steven E. Sloop, PhD, President, OnTo Technology LLC

2:10 An Updated Perspective on EV Battery Second Use and Its Impact on Battery Material Supply

Ahmad A. Pesaran, PhD, Chief Energy Storage Engineer, National Renewable Energy Laboratory

By 2025, it is estimated that 3.5 million used PEVs may be retiring worldwide with commutative capacity of around 150 GWh and roughly equivalent of 1 million tons of cell materials including cobalt, lithium, and nickel. These batteries usually have between 70-80 of their original capacity and have shown to be technically and environmentally viable for reuse in second applications such as in grid, perhaps not economically. We will discuss barriers and opportunities for the PEV battery second use and how it could impact the supply chain.

2:30 Creating a Secondary Source for Critical Battery Materials

Kunal Phalpher, PhD, Chief Commercial Officer, Li-Cycle

This presentation will explore the need for ‘mega’ scale lithium-ion battery resource recovery globally, the challenges of lithium-ion (Li-ion) recycling and how Li-Cycle™ is able to overcome these challenges to recover 80-100% of critical materials from Li-ion batteries. Li-Cycle Corp, (Li-Cycle) is a clean technology company that strives to solve the global Li-ion battery end-of-life problem and to meet the rapidly growing demand for critical battery materials.

2:50 Refreshment Break

3:10 Battery Recycling as a Solution to Balance the Supply-Demand Curve

Ahmad Mayyas, PhD, Professor, Industrial and Systems Engineering, Khalifa University of Science and Technology

Evolution of Li-ion battery suggests that less amount of cobalt will be used in the cathode (kg/kWh basis). Installations are also expected to increase sharply in the coming years. Recycling cobalt from the end-of-life batteries represents an economic solution for many battery manufacturers to secure their supply chain.

3:30 Advances in Lithium-Ion Battery Recycling Processes at the ReCell Center

Bryant Polzin, Deputy Director, ReCell Center, Argonne National Lab

The ReCell Center, an advanced battery recycling program funded by the DOE’s Vehicle Technologies Office, is working to develop, scale-up, and demonstrate recycle processes that reduce cost and increase revenue to improve the economics of responsible end-of-life lithium-ion battery management. This presentation will summarize ReCell’s work in direct recycling to create a profitable battery recycling system as it enters its second year.

3:50 Q&A

4:10 Closing Remarks

4:20 Close of Conference

* 活動內容有可能不事先告知作更動及調整。

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