Global Battery Raw Materials
( 電池原材料の世界的な動向 )

電池を構成する材料の需要、供給、コストの均衡

2019年6月26日~27日


電池を構成する材料の世界的なサプライチェーンの複雑さを理解することは、EV用電池の商業化を成功させるうえで極めて重要な意味を持ちます。このシンポジウムでは、現在進行中の重要なプロジェクトに焦点を絞り込みながら、エンドユーザーの需要拡大を後押しする要因について考えるとともに、短期的、長期的な需要の見通しを明らかにします。会期中は、メーカーの調達戦略や原価管理戦略に重点を置きながら、原材料の採掘技術や加工技術の進歩について考えるセッション、中国、日本、韓国、欧州、米国の各地域における消費の動向を予測するセッションなどが予定されており、世界的な市場の動きを多角的に把握することができます。電池の世界的なサプライチェーンに加わっている主要な組織の幹部と人脈を構築することができるこの貴重な機会をどうぞお見逃しなく。

Final Agenda

6月26日(水)

8:00 am Conference Registration & Morning Coffee


全体セッション:xEV用電池市場の拡大

 

9:00 Chairperson’s Opening Remarks

Menahem Anderman, PhD, President, Total Battery Consulting, Inc.

 

9:05 Vehicle Electrification: Opportunities and Challenges

Norman Lu, Senior Program Manager Powertrain, Powertrain Planning & Research, Toyota Motor North America

The past 10 years of the electrification movement focused on overcoming initial purchase challenges of price, electric range, and public charging infrastructure. In the next 10 years, numerous additional challenges from the full life cycle of electrified vehicles will become ever more significant towards their mass-market acceptance. Battery makers, OEMs, charging service providers, and electric utilities can work together to turn these challenges into opportunities to deliver a holistic customer experience through clean and smart collaboration between the energy and transportation industries.

9:25 Energy, Propulsion, and Sustainability – The New Watchwords in Automotive Powertrain

Ted Miller, Senior Manager of Energy Storage Strategy and Research, Ford Motor Company

As vehicle electrification becomes an increasingly important and influential part of the automotive landscape, automotive OEMs are undergoing a transition of powertrain research and engineering focus. While the internal combustion engine has arguably resulted in the greatest advancement in mobility during the past century, regulatory and societal desire for improved efficiency and reduced environmental impact has resulted in the present era of electrification. Improvements are still anticipated to increase internal combustion engine efficiency and further reduce emissions. However, the most dramatic gains will result from increased vehicle electrification. As such, traditional powertrain research is transitioning to comprehensive propulsion system optimization, with a keen focus on energy and sustainability.

9:45 California Emission Regulations and EV Market Expansion

Michael McCarthy, CTO ECARS, California Air Resources Board

 

 

 

11:00 xEV Market Expansion

Menahem Anderman, PhD, President, Total Battery Consulting, Inc.

This presentation will assess the expansion of the xEV market. It will show that while xEV market expansion is now unstoppable, the pace of growth for each of the xEV architectures is tied to i) regional-government regulations, ii) battery and vehicle technology and cost development, and iii) consumer eagerness. We will attempt to provide some likely scenarios and estimate the resulting battery and xEV markets.

11:20 xEV Expansion in China: Vehicle, Battery, and Materials Impact

Mark Lu, PhD, Certified Senior Industrial Analyst, Industrial Economics & Knowledge Center (IEK), Industrial Technology Research Institute (ITRI)

 

 

 

11:40 Latest Market Status and Forecast for Li-Ion Batteries

Hideo Takeshita, President and CEO, B3 Corporation

Almost 30 years have passed since the first LIB entered the market. After replacing NiMH/NiCd and starting MP for xEV/ESS, LIB moves into the 4th decade. B3 will provide this LIB industry’s real market information including supply/demand status and future forecast. Brief comments on the future of solid-state batteries will be also made.

12:00 pm The LiB-Industry: Status and Outlook

Wolfgang Bernhart, PhD, Senior Partner/Automotive, Roland Berger GmbH

The presentation will discuss: i) the outlook on demand and supply, ii) the current costs across the value chain – outlook 2025ff, iii) the cost reduction measures across the value chain, iv) the impact of recycling, v) the potential impact of fuel cell technology on cell demand 2025ff, and vi) the implications for the industry.

12:20 Q&A

12:40 Networking Lunch (Sponsorship Opportunity Available)

1:25 Dessert Break in the Exhibit Hall with Poster Viewing (Sponsorship Opportunity Available)

電池の原材料に対する世界市場の需要

2:20 Chairperson’s Remarks

Sam Jaffe, Managing Director, Cairn Energy Research Advisors

2:25 North America’s Battery Ecosystem: Back to the Future as Cell Manufacturers Start Re-Investing in the USA?

Robert Baylis, Managing Director, Roskill Information Services, Ltd.

This presentation looks at the evolving North American supply chain ecosystem for batteries and the plans and opportunities for raw material supply, in the context of geological, economic and other constraints, and the appetite of downstream consumers for provenance over price which may ultimately be the determining factor. Key topics to be addressed include The North American lithium-ion battery landscape, its drivers and future. Current status and new investment in the battery supply chain and likely evolution. Existing and potential North American raw material supply. How do the North American, European and Asian battery ecosystems compare.

2:45 The End of the Beginning: Where Do We Go from Here with Energy Metals Investment?

Chris Berry, Founder and President at House Mountain Partners

By many accounts, 2018 was a lost year for upstream investment in lithium, cobalt, and associated mining companies with broadly negative returns across the entire sector. Is this same theme set to play out in 2019 and beyond? This presentation points to several themes to watch for going forward which are likely to play a role in reigniting interest in this critical aspect of the lithium-ion supply chain.

3:05 Sponsored Presentation (Opportunity Available)

3:25 Refreshment Break in the Exhibit Hall with Poster Viewing (Sponsorship Opportunity Available)

4:20 The Impact on the EV Revolution on Battery Materials – Will Lack of Supply Crunch Demand?

Ken Hoffman, Basic Materials Practice Senior Expert & MineLens/MineSpans Solutions, McKinsey and Company

Cobalt – with 2/3 of global cobalt coming from the DRC, will cobalt be the limiting factor of EV demand? Nickel – we see severe tightness post 2025. Lithium – lithium is interesting today, but with the future fight coming in anodes for solid-state batteries, it’s really interesting for the future. Other materials such as Neodymium and Graphene are of special interest.

4:40 Pricing and Price Outlook for Battery Raw Materials

William Adams, Head of Battery Research, Fastmarkets Research

A look at the different ways lithium and cobalt are priced and how that is likely to evolve – so from 1 to 1 pricing, to pricing via a PRA, to Exchange pricing. Why the downstream supply chain is likely to demand this pricing evolution. And, the look at the outlook for cobalt and lithium supply/demand and prices.

5:00 Q&A

5:20 Networking Reception in the Exhibit Hall with Poster Viewing

6:30 Close of Day

6月27日(木)

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.

電池の原材料に対する世界市場の需要

9:30 Chairperson’s Remarks

Robert Baylis, Managing Director, Roskill Information Services, Ltd.

9:35 Evolution of Lithium-Ion Battery to EV Raw Material Contracts over the Last Decade

Simon Moores, Managing Director, Benchmark Mineral Intelligence

Lithium, Cobalt, Graphite, Nickel prices and contracts – how are they changing? Exchange traded lithium: is the world ready? Demand Projection: Lithium-ion battery megafactory capacity versus demand.

9:55 Nickel: How Will the Market Respond to Rapid Growth?

Alex Laugharne, Principal Consultant, CRU

Nickel is an increasingly vital component of LIB raw materials, but this end use currently accounts for only a small part of total nickel demand. At the same time, this sector is growing far more quickly than other applications, and requires a product form that not all producers can readily supply. Against a background of generally weak nickel pricing but high capital costs for new plants, which suppliers can and will step in to help avoid shortages of battery grade nickel?

10:15 Innovating toward Low-Cost, Zero-Emissions Battery Materials

David Deak, PhD, President, Marbex LLC, formerly of Lithium Americas Corp, and Tesla, Inc.

Today’s “Cradle-to-Gate” approach for producing battery materials is based on the assumption that energy is a necessary consumable cost, typically in the form of carbon-based fuels. This talk articulates the economic and environmental challenges associated with such approach, and then discusses possible solutions. A case can be made that materials such as lithium, nickel, cobalt and copper can be extracted and refined more profitably, with a lower environmental footprint, by leveraging existing engineering concepts from other industries.

10:35 Coffee Break in the Exhibit Hall with Poster Viewing (Sponsorship Opportunity Available)

電池原材料の供給

11:35 Long Term Battery Metals Strategic Sourcing: A Vital Priority for Battery and Auto Makers

Vincent Ledoux Pedailles, Executive Director, Corporate Strategy, Infinity Lithium

Electric Mobility is growing faster than expected and driving the lithium-ion battery supply chain to adapt and evolve very rapidly. Whilst we continue to see massive investments in the battery sector, the mining industry is lagging behind. Battery and automakers are trying to secure access the strategic metals that will enable the future of transportation, but deciding on the right asset to partner with is not a straight forward process.

11:55 Nickel & Cobalt Market Update

Denis Sharypin, Head, Market Research, MMC Norilsk Nickel

Assessing Ni and Co market development in the light of the booming battery industry. Development of new projects in Indonesia and other regions: progress status, economics and issues. Evaluating trends in major Ni & Co consuming industries.

12:15 pm Manganese: The Forgotten Battery Material

Sam Jaffe, Managing Director, Cairn Energy Research Advisors

While Lithium, Cobalt and Graphite have received all the shouting in the battery materials space, discussion about the manganese market has only reached whisper levels so far. That should end soon as recognition of manganese’ importance starts to gain recognition. Like nickel, manganese is a plentiful and heavily mined material. But only high-purity manganese can be used for the battery industry, and supplies of it are extremely limited today. This talk will explore the manganese supply chain, dynamics of the industry and new developments.

12:35 Q&A

12:50 Networking Lunch

1:40 Dessert Break in the Exhibit Hall with Poster Viewing (Sponsorship Opportunity Available)

電池原材料の供給

2:25 Chairperson’s Remarks

Steven E. Sloop, President, OnTo Technology LLC

2:30 Chvaletice Manganese Project: Ultra High Purity Manganese Products in Europe

Marco Romero, President and CEO, Euro Manganese

The development of the Chvaletice Manganese Project represents a strategic opportunity to produce Ultra High Purity Manganese products in the heart of Europe. It is ideally situated amidst an important cluster of emerging precursor and battery production plants. By recycling Communist Era waste and restoring a previously impacted mine site, it is expected to produce manganese products with exceptional green credentials.

電池材料リサイクル分野の技術革新

2:50 Opportunities and Approaches for Low-Cost and Safety with End-of-Life Materials

Steven E. Sloop, President, OnTo Technology LLC

This presentation will address three parts: (1) Elimination of hazards to make batteries safe for transport, which addresses half of the end-of-life liability (2) Reclamation of candidate materials with cathode-healing™ for less than $10/kg, and reclamation of the remaining materials to (3) make clean-precursors with a value opportunity of $2-10/kg. For such a developed industry, the realities of a wholistic approach for sustainable (economic and otherwise) lithium-ion battery manufacturing are largely untapped. These approaches offer unique, scalable, patented methods to address it.

3:10 Refreshment Break

3:30 Recycling Lithium-Ion Electric Vehicle Batteries

Zarko Meseldzija, PhD, CTO, American Manganese

Using a patent pending novel combination of reagents and unit operations to create a sustainable and environmentally friendly process for recovering battery raw materials and cathode metals from spent lithium-ion batteries. As well as demonstrating lithium-ion battery supply chain profitability in a closed loop circular economy system.

3:50 Life Cycle Energy and Emission Analysis for Lithium-Ion Battery Cathode Materials Production

Robert Privette, Business Development Manager, North America, Umicore Rechargeable Battery Materials

Lithium-ion batteries (LIBs) are an important component in the BEV powertrain and the manufacture of their constituent components must be considered when evaluating the BEV carbon footprint. This presentation will describe a life cycle energy and emission analysis (LCA) for NMC materials used in the cathode of modern LIBs. Employing low-carbon LIB electrode material production processes is key to realizing the environmental benefits available through the market adoption of BEVs.

4:10 Q&A

4:30 Closing Remarks

4:40 Close of Conference

* 不測の事態により、事前の予告なしにプログラムが変更される場合があります。

Choose your language
Traditional Chinese
Simplified Chinese
Korean
English


更新通知サービス
更新履歴
2019/04/25
スポンサー更新
2019/03/26
アジェンダ・スポンサー更新


> スポンサーのリスト




メール配信サービス