16 April - 18 April 2018
Hilton Lake Las Vegas Resort, Henderson, Nevada

Argus Specialty Metals Week

Battery Metals and Rare Earths pre-conference events

Start End
  • 14:00
  • -
  • Registration Opens
  • 14:00
  • -
  • 17:00
  • Private Meetings

To reserve a private meeting room, contact  usconferences@argusmedia.com

  • 17:00
  • -
  • 19:00
  • Welcome Reception
  • 19:30
  • -
  • Shuttle Departs to Vegas Strip

Battery Metals and Rare Earths general sessions

Start End
  • 07:00
  • -
  • 08:30
  • Registration and Breakfast
  • 08:30
  • -
  • General Session: Specialty Metals Outlook - Battery Metals and Rare Earths

Joint session

Rechargeable battery market and specialty metals demand: 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 electric motors. Many are worried about potential supply disruptions and price spikes. What is the current state of the industry and what will be the most supply chain risk?

Spotlight on the nickel market: A look at supply/demand balances for nickel, pricing dynamics, how it’s currently trading and outlook for the future

Lithium supply: Outlook for lithium carbonate and lithium hydroxide production

 

Speakers:

Mark Seddon, Senior Manager Consulting, Argus

Alex Khodov, Principal Nickel Market Analyst, Norilsk Nickel

Chris Terry, Metals and Mining Research Analyst, Deutsche Bank Securities Inc.

  • 10:00
  • -
  • 10:30
  • Break
  • 10:30
  • -
  • 12:00
  • General Session: Automotive Panel

Joint session

The automotive panel will feature company perspectives on rising demand from the electric vehicle fleet and how automotive companies are managing supply chain risk

Hear industry views of the electric/hybrid vehicle market, battery technologies and cathode chemistry

Understand how automotive companies are viewing competing technologies such as fuel cells

Hear viewpoints on supply of raw materials given forecasted growth in the EV market

 

Panelists:

Masashi Fujita, Senior Staff Engineer, Honda Motors
Additional panelists to be announced soon

Moderator: Mark Seddon, Senior Manager Consulting, Argus

 

  • 12:00
  • -
  • 13:30
  • Lunch

Track 1: Battery Metals

Start End
  • 13:30
  • -
  • 15:00
  • Session 1A: Introduction to Lithium Trading

Hedging and risk management: The surge in lithium-ion battery market means new opportunities. But volatility and lack of transparency means more exposure to risk. Understand how to get liquidity along the lithium chemicals supply chain and get the tools you need to manage risk in 2018 and beyond

Indexation opportunities: What are some of the new indexation tools we might see and how can you get transparency in the market?

Speakers:

Marko Kusigerski, Business Development Manager,London Metal Exchange

David Brooks, Head of Metals, Argus

 

  • 15:00
  • -
  • 15:30
  • Break
  • 15:30
  • -
  • 17:00
  • Session 1B: Cathodes and Anodes

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

Speakers:

Mark Seddon, Senior Manager Consulting, Argus
Alex King, Director, Critical Materials Institute
Zhao Lily, Vice General Manager, China National Nonferrous Metals Import & Export Corp Jiangsu Branch

  • 17:00
  • -
  • 18:00
  • Reception
  • 18:30
  • -
  • Shuttle Departs to Vegas Strip

Track 2: Rare Earths

Start End
  • 13:30
  • -
  • 15:00
  • 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

 

Speakers:

Mark Seddon, Senior Manager Consulting, Argus
Alex King, Director, Critical Materials Institute
Zhao Lily, Vice General Manager, China National Nonferrous Metals Import & Export Corp Jiangsu Branch

 

  • 15:00
  • -
  • 15:30
  • Break
  • 15:30
  • -
  • 17:00
  • Session 2B: Rare Earths Supply and 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: New commercial production of rare earth concentrates from Western Australia and outlook for heavy rare earths and downstream products

India: What is the potential for India's rare earths supply? What are the production estimates and outlook for 2018?

 

Speakers:

Feng Yunguang, Rare Earth and Steel Industry Manager, CCCMC (invited)
George Bauk, CEO, Northern Minerals
Deependra Singh, Chairman & Managing Director, Indian Rare Earths Limited

  • 17:00
  • -
  • 18:00
  • Reception
  • 18:30
  • -
  • Shuttle Departs to Vegas Strip

Track 1: Battery Metals

Start End
  • 9:00
  • -
  • 10:30
  • Session 1C: Lithium-ion Battery Recycling and New Technologies
Recycling: What is the potential for recycling Li-ion batteries? How might that impact future demand for raw materials?

Separation technology:
Learn about green engineering and green chemistry separation systems to help achieve future lithium and cobalt production levels from primary brine and ore sources and from recycling of these metals from spent lithium-ion batteries

Speakers:

Larry Reaugh, President & CEO, American Manganese
Steven Izatt, President and CEO, IBC Advanced Technologies Inc.
  • 10:30
  • -
  • 11:00
  • Break
  • 11:00
  • -
  • 12:00
  • Session 1D: Mining Investments, Challenges and Opportunities
Supply outlook from the lithium triangle
New developments in production and impact on the raw materials supply chain

Speakers to be announced
  • 12:00
  • -
  • Conference Concludes

Track 2: Rare Earths

Start End
  • 9:00
  • -
  • 10:30
  • Session 2C: Specialty Demand Sectors

This panel will include downstream views on rare earths demand and address questions such as:

How worried are consumers about potential supply disruptions?
What do consumers see as the biggest threat to resource supply?
How important is energy efficiency in the rare earths supply chain?
What permanent magnet sectors are growing the most?
What are the substitute products and technologies for rare earths used in catalysts?
...and more!

Panelists

Suzanne Malden, Global Commodity Leader, Bose Corporation
Robert Wolfe, Vice President, Alliance, LLC
Additional panelists to be announced

  • 10:30
  • -
  • 11:00
  • Break
  • 11:00
  • -
  • 12:00
  • Session 2D: Rare Earths Technology and Recycling
The vertical integration of battery materials production with flexible feed stocks and recycling

Innovation projects for domestic REE production

Speakers:

Jack Lifton, MS, Vice President, Business Development, Resource Conservation and Recycling Corporation, Pty Ltd
Claudio Arato, Chief Technology Officer, SonoAsh
  • 12:00
  • -
  • Conference Concludes