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Agenda 2024
DAY 1: MONDAY, MAY 13, 2024
0830 - 0930 REGISTRATION AND MORNING REFRESHMENTS
0930 - 0940 OPENING ADDRESS
0940 - 1005 NEW STRATEGIES BUILDING NORTH AMERICA’S RESILIENT EV BATTERY SUPPLY CHAIN
- Challenges in the US EV battery market: focusing on upstream and mid-stream supply
- Adaptive strategies for a robust battery supply chain: local production and diversification
- Future of the battery supply chain: emerging technologies and strategic planning
Anu Jose
Frost & Sullivan
Frost & Sullivan
1005 - 1010 Q&A SESSION ON BUILDING A RESILIENT EV BATTERY SUPPLY CHAIN IN NORTH AMERICA
1010 - 1035 BUILDING A NORTH AMERICAN EV SUPPLY CHAIN
- Enhancing the critical mineral mining capacity to support EV production and sustainability
- Advancements in battery manufacturing and their impact on the EV industry
- Investment trends in vehicle assembly and efforts in EV battery recovery and recycling
Brian Kingston
CVMA
CVMA
1035 - 1040 Q&A SESSION ON DEVELOPING AN EV SUPPLY CHAIN IN NORTH AMERICA
1040 - 1100 MORNING COFFEE BREAK IN THE EXHIBIT AREASPONSORED BY SGS
1100 - 1125 FROM MINING TO COMMERCIALIZING BATTERIES – EMBEDDING GOVERNMENT INCENTIVES
- Strategic planning to leverage government grants and loans for project funding
- Optimizing investment costs by managing direct contributions and tax incentives
- Highlighting the impactful government funding measures for the battery supply chain
Matt Larmond
Deloitte
Deloitte
1125 - 1130 Q&A SESSION ON EMBEDDING GOVERNMENT INCENTIVES IN FINANCIAL STRATEGY
1130 - 1155 SHIFTING THE SUPPLY AND DEMAND IN LITHIUM AND NICKEL MARKETS DUE TO THE IRA
- Exploring the IRA's effects on lithium and nickel, reshaping EV manufacturing plans
- Addressing battery material oversupply – impact on prices, investment, and industry response
- Navigating geopolitical risks and China's EV supply chain dominance; strategies for US resilience
Kimberly Berman
SFA (Oxford)
SFA (Oxford)
1155 - 1200 Q&A SESSION ON THE IMPACT OF IRA ON LITHIUM AND NICKEL SUPPLY
1200 - 1330 NETWORKING LUNCH AND VISITING THE BATTERY MINERALS & SUPPLY CHAIN EXHIBITION
1330 - 1400 PANEL DISCUSSION ON THE ROLE OF ESG IN RESPONSIBLE EXPLORATION AND MINING OF BATTERY MINERALS
- What are the potential social and environmental risks associated with exploration and mining?
- What would need to happen in the society for a government to force adherence to ESG policies?
- How can we mitigate the mining industry's concerns around ESG and its challenges?
- What are the major ESG risks in the upstream battery supply chain?
- How can companies effectively balance the imperative for resource extraction with the need to uphold ESG commitments?
Matthew O'Keefe | Cantor Fitzgerald | Moderator
Reena Goyal | McCarthy Tétrault
Deniz Yaylaci | SysEne
Mahendra Dedasaniya | Deloitte
Brian Savage | Electric Metals
Reena Goyal | McCarthy Tétrault
Deniz Yaylaci | SysEne
Mahendra Dedasaniya | Deloitte
Brian Savage | Electric Metals
1400 - 1425 MINERALS PROCESSING – CRITICAL LINK TO ONSHORING THE EV SUPPLY CHAIN
- Discussing the importance of developing the midstream of a North American battery materials supply chain in an industry dominated by China
- Insights into the competitive pressures in the production of nickel, cobalt, and manganese sulfate from mine supply and recycled batteries
- Electra’s journey in constructing a unique battery materials processing complex in North America
Mark Trevisiol
Electra Battery Materials
Electra Battery Materials
1425 - 1430 Q&A SESSION ON ONSHORING EV SUPPLY WITH MINERALS PROCESSING
1430 - 1455 SECURING CRITICAL METAL SUPPLY CHAINS IN A MULTI-POLAR WORLD
- Analyzing global demand for critical metals: requirements, quantities, and geographical needs
- Dynamics of supply chain ownership: contrasting China and Western approaches
- Navigating the new era of multipolarity: strategic competition and opportunities in securing critical minerals
Frank Nikolic
CRU
CRU
1455 - 1500 Q&A SESSION ON NAVIGATING THE METAL SUPPLY IN A MULTI-POLAR ERA
1500 - 1530 AFTERNOON COFFEE BREAK IN THE EXHIBIT AREASPONSORED BY OPTI-TECH SCIENTIFIC INC.
1530 - 1600 PANEL DISCUSSION ON RISK MANAGEMENT IN THE BATTERY MINERALS SUPPLY CHAIN
- How can companies within the battery minerals supply chain effectively identify, assess, and mitigate risks associated with geopolitical instability?
- How to mitigate political, environmental, and regulatory risks in the battery supply chain?
- What is the biggest risk to the 'Made in North America' battery metals supply chain strategy?
Kimberly Berman | SFA (Oxford) | Moderator
Brian Savage | Electric Metals
Franco Amalfi | Capgemini
Prashant Chintawar | Volt Resources
James Kennedy | Hycamite
Ali Haji | ION Energy
Brian Savage | Electric Metals
Franco Amalfi | Capgemini
Prashant Chintawar | Volt Resources
James Kennedy | Hycamite
Ali Haji | ION Energy
1600 - 1625 EXECUTING THE CATHODE AND PRECURSOR PRODUCTION FOR THE NORTH AMERICAN EV MARKET
- Addressing the North American market's rapid growth and its need for regional cathode and precursor production
- Ensuring sustainable sourcing for IRA-compliant cathode materials in the evolving market
- Strengthening the supply security with a local-for-local model in regional cathode production
Robert Privette
Umicore Sustainable Materials
Umicore Sustainable Materials
1625 - 1630 Q&A SESSION ON THE STRATEGIES FOR CATHODE PRODUCTION IN THE EV MARKET
1630 - 1655 METAL DEMAND DYNAMICS AND HEDGING
- Exploring the current market dynamics in base metal supply and demand
- Delving into the current state of battery metal market dynamics
- Understanding the tradeable markets and best practices in metal hedging
Darrell Fletcher
Bannockburn Global Forex
Bannockburn Global Forex
1655 - 1700 Q&A SESSION ON NAVIGATING THE METAL DEMAND AND HEDGING STRATEGIES
1700 - 1800 NETWORKING DRINKS RECEPTION
DAY 2: TUESDAY, MAY 14, 2024
0900 - 0930 MORNING REFRESHMENTS
0930 - 0940 OPENING ADDRESS
0940 - 1005 BATTERY PRODUCTION IN QUÉBEC – TOWARDS A SUSTAINABLE GLOBAL SUPPLY CHAIN
- Québec's leadership role in the lithium-ion battery global supply chain
- Covering all stages – from exploration to recycling for a low environmental footprint
- Ensuring traceability and adherence to ESG criteria for sustainable battery production
Jean-François Béland
Investissement Québec
Investissement Québec
1005 - 1010 Q&A SESSION ON QUÉBEC'S ROLE IN SUSTAINABLE BATTERY SUPPLY CHAINS
1010 - 1035 NORTH AMERICAN OUTLOOK FOR BATTERY METALS AND MATERIALS
- Exploring North America's emerging role in electric vehicles and battery materials
- Analyzing the evolution of EV and battery markets in North America since 2020
- Forecasting the battery and materials demand through 2035 under three scenarios
Alla Kolesnikova
Adamas Intelligence
Adamas Intelligence
1035 - 1040 Q&A SESSION ON NORTH AMERICA'S EV AND BATTERY MARKET PROSPECTS
1040 - 1105 RARE EARTH ELEMENTS – ORE DEPOSIT TYPES AND GLOBAL MARKET DRIVERS
- Explore the types of ore deposits for copper, lithium, and rare earth elements
- Analyze the global distribution and resource estimates of key energy metals
- Examine high-level market drivers including supply and demand dynamics
Randolph Rice
Rockee Resources Inc.
Rockee Resources Inc.
1105 - 1110 Q&A SESSION ON GLOBAL RARE EARTH MARKET AND RESOURCES
1110 - 1130 MORNING COFFEE BREAK IN THE EXHIBIT AREASPONSORED BY HOSOKAWA MICRON POWDER SYSTEMS
1130 - 1155 DEVELOPING AN INTEGRATED NICKEL SUPPLY CHAIN IN QUEBEC
- Introducing Nion and NiVolt – innovations in the nickel supply chain
- Addressing upstream development and downstream processing gaps for EV demand
- Overview of Nion’s Dumont Project and NiVolt’s refining strategy in Quebec
Cory Kosinski
NiVolt Technologies Inc.
NiVolt Technologies Inc.
1155 - 1200 Q&A SESSION ON INTEGRATING NICKEL SUPPLY FOR QUEBEC'S FUTURE
1200 - 1225 FINANCING TRENDS IN BATTERY MINERALS
- Exploring current financing trends and their impact on critical and battery metals and minerals
- Examining the policy and regulatory influences on capital access for battery metal exploration
- Analyzing the distribution and growth potential of early-stage battery metal projects in the country
Kendra Johnston
PearTree Securities
PearTree Securities
1225 - 1230 Q&A SESSION ON EXPLORING THE FINANCIAL TRENDS IN BATTERY METALS AND MINERALS
1230 - 1255 MAKING RESPONSIBILITY AND SUSTAINABILITY PROFITABLE IN CRITICAL MINERAL SUPPLY CHAINS
- Exploring incentives that encourage responsible sourcing and manufacturing for consumers
- Examining governance processes that support traceability in critical mineral supply chains
- Summarizing transparent sustainability data for exchanges to differentiate material impacts
Dawn Jutla
Peer Ledger
Peer Ledger
1255 - 1300 Q&A SESSION ON MAKING SUSTAINABILITY PROFITABLE IN SUPPLY CHAINS
1300 - 1315 FEEDBACK & RAFFLE DRAW
1315 - 1430 NETWORKING LUNCH
Key topics for 2024:
- Market intelligence and outlook on global demand and price volatility of battery minerals
Understand the key market drivers for the battery minerals industry globally, along with commerce and supply chain dynamics under the current geopolitical environment. - Exploring the next-generation battery chemistry toward battery cost optimization
Get an update on the latest research in alternative battery chemistry with lower critical mineral intensity, such as lithium-ion phosphate chemistry (LFP), manganese-rich cathode chemistry (LNMO), and lithium-free Na-ion battery chemistries. - New Supply Chain strategies from global battery manufacturers with major mineral producers
Under the current situation of disruptions in the global supply chain, hear from experts on innovative strategies for streamlining the value chain of battery minerals in the face of high global demands. - Effect of battery mineral availability on pushing boundaries of recovery through battery recycling
Gain insights on how new technologies involving battery recycling for mineral recovery are prioritized to augment material availability. - Status of new global projects in upstream battery mineral exploration
Hear from key miners and upstream explorers on the exciting prospects of newly discovered project sites across the globe for lithium, nickel, graphite, and other rare earth minerals. - Upcoming ESG guidelines toward responsible mineral extractions
To gain higher investor confidence, understand how battery mineral corporations aim for the highest environmental and social governance standards in their mineral extraction policies. - Case studies of innovative mining processes in mineral production
Evaluate case studies of new extraction techniques and other processing methodologies adapted for lithium and other rare earth minerals in their downstream production processes.