Argus LiCoNi Conference

• Prospects for EV’s and investment: Global EV outlook and impacts on oil demand
• Evolution of the power system: how does this affect the growth of renewables and energy storage
• Sustainability and energy transition: how would these reshape the energy markets?

• How has oversupply impacted lithium pricing?
• How reductions in Chinese government subsidies are impacting the supply and demand landscape
• The chicken and the egg: Outlook on investment and supply

• What is driving Chinese investment: How, where and why?
• Is the Chinese market set for oversupply?
• Evaluating the impact of US and Chinese trade relations

• The role of commodity trading in responsible sourcing
• Working with partners to build capacity to mitigate social and environmental risks
• How will commodity trading respond to LME’s responsible sourcing initiative?

• An overview of domestic and international nickel, cobalt and lithium volumes and trade flows
• Li, Ni, Co and Mn: Is there enough raw material supply to meet demand?
• DRC and Indonesian supply outlook: Investment, geographical challenges, politics and the role of the state

Panellists: 

James Nicholson, Head of Corporate Responsibility, Trafigura Group

Maxwell Shumba, Director of Corporate EHS and Product Stewardship, Borchers

Clive Whittington, Managing Director, CM Whittington and Associates 

• Declining cobalt prices, pricing fluctuation and import and export volumes
• Overview on cobalt metals and cobalt salts in batteries
• Cobalt raw material supply, processing and availability from recycled materials

These roundtables offer you a chance to join the group of your choice and be led in discussion by an industry expert. It is an ideal opportunity to ease into the more informal networking of the evening, enjoying a drink while you meet delegates with similar interests and concerns. The roundtable discussions will be 45 minutes in duration, taking the time to address looming questions and concerns in the industry. The final 15 minutes will be for summaries and conclusions, whereby each roundtable leader will round up the key findings and present back to the other tables. If you would like to suggest a topic or leader for a discussion, please contact Tonika.Campbell@argusmedia.com

Roundtable one: Lithium

Leader: Mark Seddon, Senior Manager, Metals Consulting, Argus

Roundtable two: Cobalt
Leader: Maxwell Shumba, Director of Corporate EHS and Product Stewardship, Borchers

Roundtable three: Nickel
Leader: Clive Whittington, Managing Director, CM Whittington and Associates 

• An overview on the industry value chain pertaining to recycling: What will be the importance of recycling in the value chain?
• Recycling as a profitable business, How can we create a critical mass?: Economic, logistics and regulatory hurdles
• Recycling versus repurposing: How does this compete with the electric vehicle application?

• LIB, NiMH, NiCd, lead acid battery market volumes and forecasts
• Global outlook on EV’s and battery generation
• Second life EV batteries

• Assessing the influence of recycling on the needs of primary materials in the long term
• Evaluating the cathode compatibility for the changing requirements of batteries
• Is recycling a realistic option for supply?

• Assessing Ni market developments in light of the booming battery industry
• Chinese, Japanese and Korean NCM/NCA PCAM market supply
• Long-term nickel market development: Analysing the risk of structural deficits

How much cobalt will be used in future cathodes?
How advances in chemistry influencing synthetic material production?
Is recycled material the answer to sustainable cathode manufacturing?

Panellists:

Raymond Malcolm Oei, Chief Executive Officer, Stern

Laurent Cohen, Global Marketing Manager, Solvay

• What makes a project financeable?
• Where is the value in the supply chain?
• Where is the money coming from?: Traditional vs. new sources of capital

• Assessing how LME is supporting developments in the EV and battery markets
• Discussing LME’s existing and evolving offering
• Analysing market movement and how LME can support prices in the market

• Developments in high-energy manganese batteries
• Lithium vs manganese batteries: Weighing the advantages of density, cost and safety
• Is manganese the key to reducing manufacturing costs?

• What is the five to ten-year plan for the development of EVs: Manufacturing quantity of EVs and batteries
• Will global copper supply be an impediment on the growth of EVs and EV infrastructure
• Private and public investment: A realistic picture of what is needed to increase metals supply