Cambridge EnerTech主催

Global Supply Chain for Battery Raw Materials
( 電池の原材料の国際的なサプライチェーン )

電池材料の供給・需要・コストの調和

2023年3月21 - 22日



鉱山から市場までの電池部品材料の複雑な国際的バリューチェーンを理解することは、EVの継続的成長にとって重要です。当部会では、現在進行中の主な新規プロジェクトに伴う、エンドユーザー側の需要の主な促進要因や、その需要が短期的・長期的にどう変動するのかなどの報告が発表されます。また、世界市場を様々な角度からカバーし、採掘・処理工程の進歩や、メーカー側の調達・コスト抑制戦略、アジア・欧州・米国での消費動向の予測といった議題を取り上げます。国際的な電池サプライチェーンの主要企業とのネットワークを築く機会をお見逃しないよう、ご注意ください。

3月20日(月)

- 4:45 pm Conference Tutorials8:00 am

Choose from 16 tutorials to maximize your networking and educational opportunities

3月21日(火)

Registration and Morning Coffee7:00 am

BATTERY RAW MATERIALS SUPPLY
電池の原材料の供給

8:05 amOrganizer's Remarks

Craig Wohlers, Executive Director, Conferences, Cambridge EnerTech

8:10 am

Chairperson's Remarks

Kimberly Berman, Special Projects Analyst, Equity Research, BMO Capital Markets

8:15 am

Lithium Ecosystem Evolution: Data-Driven Insights from Mine-to-Market

Irene Berry, Director, Lithium Data Science, Albemarle

Decarbonization of transportation and greening of power generation is driving rapid expansion of lithium-ion battery production and therefore demand for the lithium that enables them. We will present our data-driven methodology for tracking this accelerating demand and the lithium market's response. As the lithium ecosystem continues to evolve over the next decade, our agile analyses provide insight into lithium's present and future.

8:45 am

A Sustainable Lithium Supply to Support the Fast EV Growth

Yuan Gao, Vice Chairman of the Board, Pulead Technology Industry Co. Ltd.

The electrification of transportation as we are witnessing now has triggered a significant growth in LIBs year over year, and with it a significant increase in demand for lithium. The mere increase this year is about the same as the total supply about 10 years ago, and it is expected that it will require a 10X increase to meet the demand in about 10 years. What can the lithium industry do to meet this challenge will be discussed at this presentation.

9:15 am

Carbon and Water Neutral Lithium Production: SQM's Innovation Roadmap and Sustainable Development Plan

Stefan Debruyne, Director, Business Development, Lithium, SQM International

Lithium is an essential element in the global energy transition. It's critically important to stakeholders that it is mined in a sustainable and equitable way. Besides an update on SQM's progress on its Sustainable Development Plan, SQM's Innovation Roadmap towards water neutral lithium production will be presented. Additionally, global lithium demand and SQM's expansion plan will be updated.

Grand Opening Refreshment Break in the Exhibit Hall with Poster Viewing9:45 am

10:30 am

How to Establish and Adopt a Sustainable Supply Chain in the Midst of Policy and Supply Chain Disruptions

Andreas Bareid, Director, E Mobility & Battery Business Development, QAD

We are in a world post-COVID and post-Ukraine war and China skepticism with efforts to regionalize the new battery supply chain. The requirements are disrupting all established as well as the new entrants who need to establish and invest in new supply chain structures to accommodate.

11:00 am

Cathode Materials for EV Batteries: Optimized Solutions for Cost and Performance

Rohan Gokhale, PhD, Applied Technology Manager, Umicore Rechargeable Battery Materials

Umicore is a global leader in the battery cathode materials manufacturing space with over 20 years of experience and expertise in development of specialized products using innovative processes, driven primarily by customer demand. This presentation will provide an overview of diverse NMC-based material solutions being developed to support low-cost mass-mobility vehicles on one end of the spectrum and high performance premium vehicles on the other.

11:30 am

Bringing Integrated Mass Production of Anode Active Material to USA in 2023

Shaun Verner, Managing Director & CEO, Syrah Resources Ltd.

Syrah Resources Ltd. is the world's leading natural graphite supplier supporting electric vehicle transition. Over many years of development, we are moving toward commissioning and production of the first phase of integrated mass production of Anode Active Material outside China, here in USA, this year.

12:00 pm Scaling Domestic Graphite Production

Jeremy Schrooten, PhD, Vice President, Technology, Research & Development, Anovion

Anovion is North America’s first commercially operational supplier of synthetic graphite anode material, shipping in the US since 2021. This presentation will discuss the intersection of our synthetic graphite anode process and product innovation, including Anovion’s core competencies in graphitization.  The talk will include how our technologies are being deployed for mass production designed to meet gigafactory scale demand from the world’s largest cell makers and OEMs. 

Networking Luncheon12:30 pm

Dessert Break in the Exhibit Hall with Poster Viewing1:15 pm

PLENARY KEYNOTE PROGRAM
全体基調講演

1:45 pm

Organizer's Remarks

Craig Wohlers, Executive Director, Conferences, Cambridge EnerTech

1:50 pm PANEL DISCUSSION:

Delivering on Global Demand: Overcoming the Obstacles to Success

PANEL MODERATOR:

Pam Thomas, Professor, CEO, Faraday Institution

This international panel of the key OEMs, Battery Manufacturers, Raw Materials Providers, and Investment and Institutional Experts will take a deep dive into how the international battery community will deliver on the surging global demand for EVs. Addressing how the industry will achieve the volumes predicted is a key component to the success or failure of adoption of EVs around the world. The many issues that need to be addressed will include improvements needed to the supply chain, manufacturing capacity, mining, recycling methods, and regulatory compliance. The global battery industry is at a very important crossroads now that market demand has arrived. Will the industry be able to deliver? This unprecedented assembly of global experts will answer those questions and provide insight into the pathway forward.

PANELISTS:

Martin Winter, PhD, Director & Professor, Electrochemical Energy Technology, University of Muenster

David Howell, Program Manager, Acting Director, Office of Vehicle Technologies, United States Department of Energy

Glen Merfeld, Vice President & CTO, Lithium, Albemarle Corporation

Susanne Bjarsvik, Vice President, Battery Cell Process & Manufacturing Engineering, Stellantis

Mark W. Verbrugge, PhD, Director, R&D Chemical & Materials Systems Lab, General Motors Company

Stefan Pototschnik, Manager, HV Battery Cell Application Engineering, Ford

Gerardo Ramos Vivas, Battery Lifecycle Solutions Senior Manager, Toyota Motor North America

Bill Norman, Executive Director, BYD Auto

3:30 pmTransition to Sessions

GLOBAL MARKET DEMAND FOR BATTERY RAW MATERIALS
世界の電池原材料の市場需要

3:40 pm

Chairperson's Remarks

Yuan Gao, Vice Chairman of the Board, Pulead Technology Industry Co. Ltd.

3:45 pm

EV Sales Review for 2022 and the Expectations Going Forward and Implications on Battery Demand

Viktor Irle, Co-Founder & Market Analyst, EV Volumes

This presentation will cover the EV Sales Review of 2022 as well as expectations going gorward and implications on battery demand and will share the latest insights from collecting the facts in the EV industry. You will understand the best sellers, which countries and regions are doing to most for EV adoption, and what to expect in the future, both short term, and long term. These forecasts will also be translated into the battery demand.

4:15 pm

North America’s Role in the Lithium-ion Economy

Andrew Miller, COO, Benchmark Mineral Intelligence Ltd.

This presentation will address lithium-ion battery supply chain dynamics: challenges & opportunities as well as raw material bottlenecks; lithium, cobalt, graphite, nickel and financing the EV supply chain; capital requirements to meet the EV demand of the coming decade.

4:45 pm

The Need and Difficulties Involved in Developing Battery Material Supply Chains in North America

Kimberly Berman, Special Projects Analyst, Equity Research, BMO Capital Markets

As EV sales continue to accelerate and the many national and regional decarbonization plans come to fruition, the lack of cohesive and secure battery material supply chains and other essential raw materials has created numerous bottlenecks that have yet to be resolved. European battery manufacturers and OEMs have been tackling this issue with varying degrees of success for some time, but the U.S. has been lagging despite recent announcements and there are many legal and jurisdictional issues that need to be considered to secure a consistent supply of the necessary materials. This presentation will compare and contrast the difficulties in re-shoring battery grade raw material production in North America compared to other regions and describe the regulatory and jurisdictional layers involved.

Reception in the Exhibit Hall with Poster Viewing5:15 pm

INTERACTIVE ROUNDTABLE DISCUSSIONS
インタラクティブ・ラウンドテーブル・ディスカッション

6:30 pmInteractive Roundtable Discussions

Roundtable discussions are informal, moderated discussions with brainstorming and interactive problem-solving, allowing participants from diverse backgrounds to exchange ideas and experiences and develop future collaborations around a focused topic.

TABLE 1: Battery Raw Materials Supply Chain
Moderator: Robert M. Privette, Manager, Business Development, Rechargeable Battery Materials North America, Umicore USA, Inc.

TABLE 2: Li-ion NMC Fast Charging New Cells for E-Mobility
Moderator: Shmuel De-Leon, CEO, Shmuel De-Leon Energy Ltd.

TABLE 3: Li-ion Battery Safety: Prediction, Prevention, Levels and Legalities
Moderator: John Zhang, PhD, Senior Technology Executive Officer, Asahi Kasei SSBU Polypore, Celgard LLC

TABLE 4: Electrolyte Developments: New Components and Approaches
Moderator: Sam Jaffe, Vice President, Battery Solutions, E Source

TABLE 5: Battery Pack System Cost and Safety - Will Future xEV Battery Packs Increase in Complexity or Simplify and How Will Cost and Safety Be Impacted?
Moderator: Kevin Konecky, Battery and Energy Storage Systems Consultant, Total Battery Consulting

TABLE 6: Innovations in Recycling Battery Materials & Second Life
Moderator: Steven E. Sloop, President, OnTo Technology LLC

TABLE 7: Battery Management Systems
Moderator: Sheldon Williamson, PhD, Professor & Canada Research Chair, Electrical & Computer & Software Engineering, University of Ontario Institute of Technology

TABLE 8: Regulatory Initiatives & Transportation Safety
Moderator: Mike Pagel, Senior Consultant, Hazmat Safety Consulting

TABLE 9: Fire Safety Response
Moderator: Michael O'Brian, CEO, Code Savvy Consultants and Fire Chief, Brighton Area Fire Department

TABLE 10: Multi-Scale and Multi-Physics Modeling
Moderator: Lin Liu, PhD, Associate Professor, Mechanical Engineering, University of Kansas

TABLE 11: Using Synchrotron Tools to Build the Batteries of the Future at Canadian Light Source
Moderator: Jigang Zhou, PhD, Senior Industrial Scientist, Industry Services, Canadian Light Source, Inc.

TABLE 12: Safety in Transporting End of Life or DDR Batteries
Moderators: Joshua Davis, Scientist, U.S. Department of Transportation and Andrew Leyder, Program Analyst, Research, Development & Technology, U.S. Department of Transportation

TABLE 13: Requirements for Comprehensive Physical Characterization of Electrodes and Separators
Moderator: Martin Thomas, PhD, Lead Scientist, Product Competence, Anton Paar QuantaTec

TABLE 14: Energy Storage for the Grid
Moderator: Susan Babinec, Program Lead, Stationary Storage, Argonne Collaborative Center for Energy Storage Science (ACCESS), Argonne National Laboratory

Close of Day7:15 pm

3月22日(水)

Registration and Morning Coffee7:25 am

GLOBAL MARKET DEMAND FOR BATTERY RAW MATERIALS
世界の電池原材料の市場需要

7:55 am

Chairperson's Remarks

Andrew Miller, COO, Benchmark Mineral Intelligence Ltd.

8:00 am Breakfast Opener - Sponsor Opportunity AvailableTalk Title to be Announced

Speaker to be Announced

8:30 am

Fireside Chat: Developments in the Lithium-ion Battery Industry from the Lithium Chemicals’ Perspective

Ashish Patki, Director, Business Development and Market Intelligence, Livent

Since the onset of the pandemic, various demand drivers for lithium-ion batteries have shown peculiar trends. To look forward, the lithium-ion battery supply chain should look back at these trends, particularly the breadth of applications on the one hand, and the variables impacting supply of lithium chemicals on the other hand.

9:00 am

Battery Industry Clusters: How Policies, Incentives, and Workforce Guide where We Grow

Nathaniel Dick, Business Development Manager, Economic Development Partnership of North Carolina EDPNC

A state-level perspective of the new policies built to encourage industry growth as well as an introduction to the incentives and workforce training programs commonly used to attract and grow the battery industry.

9:30 am Talk Title to be Announced

Speaker to be Announced

9:45 am Talk Title to be Announced

Speaker to be Announced

Coffee Break in the Exhibit Hall with Poster Viewing10:00 am

GLOBAL MARKET DEMAND FOR BATTERY RAW MATERIALS
世界の電池原材料の市場需要

10:45 am

Leveraging Rail in the Raw Materials Supply Chain

Peter Le Comte, Senior Market Manager, Minerals, CSX Transportation

How to leverage rail in battery material supply chains to create resilient supply chains that improve sustainability and reduce supply chain working capital.

11:05 am

Creating a Circular Battery Supply Chain to Reduce Carbon Emissions

David Klanecky, President & CEO, Cirba Solutions, Retriev Technologies

As the landscape of the battery supply chain continues to change, only a focus on sustainable solutions will be able to meet the changing needs required to close the loop. A commitment to both recycling and cathode production is at the forefront of a circular battery supply chain and will assist in carbon reduction efforts. Learn about recycling initiatives that are focused on maximum material recovery. In addition, we’ll discuss a method of cathode production technology that significantly reduces the carbon footprint compared to traditional methods.

SUPPLY CHAIN SUSTAINABILITY
イサプライチェーンの持続可能性

11:25 am

Acquisition versus Sustainability for Lithium Battery Elements

Walter van Schalkwijk, PhD, Affiliate Professor, University of Washington; Principal, Battery Sciences, Inc.

Previously, I have talked about critical elements and sustainability in the context of lithium (ion) batteries. This presentation discusses acquisition of these elements in required amounts and quality and what it will take to sustain the industry’s use of Li, F, P, Co, Ni, Mn, Cu, Al, Si, and Cgraphite. Needs per GWh, modes of acquisition, and can sustainability be approached are questions addressed. Also discussed: energy costs of acquiring these elements, incorporating them into a battery, energy delivered versus the cost of replacing “spent” batteries, and the ability of recycling and reuse to improve the energy and materials balance.

11:45 am

Battery Materials Flows for Recycling

Linda L. Gaines, PhD, Transportation Systems Analyst, Energy Systems, Argonne National Laboratory

There has been much analysis of supply chains for battery raw materials. But flows of end-of-life material and manufacturing scrap have not received nearly as much attention. This material is a crucial factor in current and future material supply, and requires careful analysis. Many companies claim that they recycle batteries, but operations they perform differ widely from simply sorting material and passing along to another company, to actually processing and recovering -materials suitable for use in new batteries. In addition, manufacturing scrap, which is currently available in much larger quantity, is often added into the mix. Much of the material in the US and Europe is eventually exported and not recycled locally at all. This presentation will provide some quantitative estimate of these complex materials flows.

12:15 pm Talk Title to be Announced

Speaker to be Announced

Networking Luncheon (Sponsorship Opportunity Available)12:45 pm

Dessert Break in the Exhibit Hall with Poster Viewing2:15 pm

PLENARY KEYNOTE PROGRAM
全体基調講演

2:45 pm

Organizer's Remarks

Craig Wohlers, Executive Director, Conferences, Cambridge EnerTech

2:50 pmShep Wolsky Battery Innovator of the Year Award Presentation
3:00 pm KEYNOTE PRESENTATION:

If a Lithium-ion Cell Can Operate for More Than 6 Months at 85°C How Long Can It Last at Ambient Temperature?

Jeff Dahn, FRSC, PhD, Professor of Physics and Atmospheric Science, NSERC/Tesla Canada Industrial Research Chair, Canada Research Chair, Dalhousie University

In a few of our recent papers, we have presented Li-ion cell designs with liquid electrolytes that give astounding lifetime at temperatures as high as 85°C. In fact, we have been testing these cells now at 100°C and they are operating well for more than one month so far. I will discuss what is required to make such awesome cells and then consider what their lifetime at ambient temperature might be. I will show that the energy density of these cells is very reasonable and that Co-free moderate-nickel designs also work equally well.

3:30 pm KEYNOTE PRESENTATION:

Next-Generation Batteries - An Update on Li Metal Battery and All Solid-State Battery 

Shirley Meng, PhD, Professor, University of Chicago; Chief Scientist, Argonne Collaborative Center for Energy Storage Science, Argonne National Laboratory

With the recent success in deploying lithium-ion batteries for light-duty passenger cars, it is time for researchers and scientists to work on a road map of next-generation batteries beyond lithium-ion. In this talk, I will give an update on the current status of research efforts in enabling lithium metal batteries and all solid-state batteries. A few cutting-edge scientific tools will be introduced, including X-ray CT, Cryo-EM, Titration GC, and more, all aimed at quantitative understanding of the failure mechanisms of next-gen batteries.

Refreshment Break in the Exhibit Hall with Poster Viewing4:00 pm

Close of Global Supply Chain for Battery Raw Materials Conference4:30 pm

* 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。