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Argus Specialty Metals Week

Track 2: Rare Earths

 *Preliminary program, subject to change

Monday, April 16
17:00 - 19:00
Registration and Welcome Reception
Tuesday, April 17
08:00 - 09:00
Registration and Breakfast 
09:00 - 10:30
General Session: Specialty Metals Outlook - Battery Metals and Rare Earths
Joint Session for both tracks
  • State of the EV industry: Every major auto manufacturer has announced plans to produce EVs in their fleet by 2020. Understand what rising demand will mean for the battery metals and rare earths supply chain.
  • Specialty metals outlook: Rapid growth in the EV industry will change the dynamics of the markets for metals and minerals used to produce Li-ion batteries and the magnets in the electric motors. Many are worried about potential supply disruptions and price spikes. What is the outlook for supply/demand balances for the battery metals and rare earths market in the wake of the EV boom?
  • Rechargeable battery market: The most cost for producing Li-ion batteries are raw materials. Metals needed to make rechargeable batteries will increase rapidly. What are the key trends and forecast for the rechargeable battery market moving forward?
10:30 - 11:00

11:00 - 12:30

Session 2A: Rare Earths Market Dynamics

  • Rare Earths market overview: Understand what 2018 will bring for global supply/demand balances, future trade flows and outlook for price
  • Critical materials seven years after the rare earths crisis: What have we done, what have we learned, and where do we go next?
  • Exports from China: Hear a trader's perspective on the factors affecting the rare earths market and predictions for exports in 2018 in terms of supply, demand and price

Mark Seddon, Senior Manager Consulting, Argus
Alex King, Director, Critical Materials Institute
Zhao Lily, Deputy General Manager of China Metallurgy Import & Export, Jiangsu Company - JS Metal Trading

12:30 - 14:00
14:00 - 15:30
Session 2B: Rare Earths Production and Supply Inventories
  • China: Understand how China’s consolidation of rare earths producers will impact supply and the latest updates on China's battle against illegal mining
  • Australia: Understand what Australia's rare earth production will look like and outlook for permanent magnet demand from various countries
  • India: What is the potential for India's rare earths supply? What are the production estimates and outlook for 2018?
  • Domestic initiatives: What is the current status of the DLA's rare earths stockpile, research and development programs?
15:30 - 16:00
16:00 - 17:00 
Session 2C: Rare Earths Specialty Demand Sectors
  • FCC catalysts: What is demand from the FCC catalyst sector and what are the substitute products and technologies for rare earths used in catalysts?
  • Permanent magnets: Understand what sectors are growing the most 
  • Lighting: What is demand from the phosphors industry and how are they viewing alternate materials?
17:00 - 19:00
Wednesday, April 18
08:00 - 09:00
Registration and Breakfast
09:00 - 10:00
ession 2D: Rare Earths Technology and Recycling
  • What developments have been made in rare earths recycling? 
  • New technologies to ensure critical materials will be available to keep pace with the advancement of electric vehicles?
10:00 - 10:30
10:30 - 12:00
Session 2E: Rare Earths Projects and Investments
  • New production sources and innovations for rare earths supply
  • Finance challenges - What does the future look like for investment in rare earths projects?
  • Challenges facing technology companies to attract investors
12:00 - 12:05
Argus Concluding Remarks
Conference Concludes
Days to go!

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exhibit hall pic


  • Automotive
  • Alloys
  • Cemented Carbides
  • Electronics
  • Energy
  • Magnets


  • Semi-processors
  • Anodes
  • Cathodes
  • Separators


  • Battery
  • Battery Packs


  • Lithium 
  • Cobalt
  • Nickel
  • Manganese
  • Graphite
  • Rare Earths


  • Government
  • Banks
  • Traders
  • Recyclers
  • Academic
  • Associations

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