Cambridge EnerTech’s

Global Battery Raw Materials
(世界のバッテリー原材料)

バッテリー部品材料の需要・供給・コストの均衡

2023年6月21-22日



鉱山から市場にまで続くバッテリー部品材料のサプライチェーンの複雑さについて理解することが、EV活用の商業的成功にとって重要です。この会議ではエンドユーザー需要の促進要因について検証し、併せて現在進行中の主な新規プロジェクトや、今後の需要が短期的・長期的にどう伸びていくのかについても考察します。更に、世界市場について様々な側面から検証し、採掘・加工工程の新たな動きや、メーカー各社の原料調達・コスト管理戦略について調査すると共に、主要国市場(中国・日本・韓国・欧州・米国)の消費動向を予測しています。世界のバッテリー・サプライチェーンの有力企業が集結するネットワークに参加する絶好の機会を、お見逃しのないようにして下さい。

6月21日(水)

Registration Open12:40

Organizer's Remarks14:30

Craig Wohlers, Executive Director, Conferences, Cambridge EnerTech

BATTERY RAW MATERIALS SUPPLY
バッテリー原材料の供給

14:35

Chairperson's Remarks

William Adams, Head of Battery Research, Cobalt & Lithium & Battery Materials Research, Fastmarkets

14:40

Brazilian Nickel’s Piaui Nickel Project - Sustainable Nickel and Cobalt for a Low-Carbon Future

Anne Oxley, Technical Director, Brazilian Nickel PLC

Brazilian Nickel’s Piaui Project is a nickel heap leach operation that produced its first intermediate products in 2022. These products are perfect feeds for battery cathode production. Heap leaching is a low-cost and inherently low carbon footprint process and BRN is looking at innovative ways to reduce the project's carbon footprint even further with the vision of being carbon negative.

15:00

NMC-LFP and Beyond: Effect on Raw Materials Demand

Nicolo Campagnol, PhD, Solution Manager, Battery Insights, McKinsey & Co.

The ramp up of the battery industry implies massive investment in mines and refineries. Yet, the fast pace of innovation might shift demand to different commodities while assets are being built. This presentation will inform about trends in battery chemistry and risks/opportunities which come with them.

Sponsored Presentation by ArrowMetals15:20

15:40 MODERATED Q&A:

Session Wrap-Up

PANEL MODERATOR:

William Adams, Head of Battery Research, Cobalt & Lithium & Battery Materials Research, Fastmarkets

PANELISTS:

Anne Oxley, Technical Director, Brazilian Nickel PLC

Nicolo Campagnol, PhD, Solution Manager, Battery Insights, McKinsey & Co.

Refreshment Break in the Exhibit Hall with Poster Viewing16:00

16:30

High Performance Sustainable Graphite Production in Europe

Bridget Catherine Deveney, Director of R&D, Vianode

The manufacturing of battery materials, particularly active anode materials, is highly concentrated in Asia. This leaves the non-Asian battery industry vulnerable to supply chain interruption due to unforeseeable global events. This presentation discusses how Vianode is producing high-volume competitive anode materials with state-of-the-art performance outside Asia. The Vianode production in Norway offers a substantial improvement in efficiency and sustainability. The talk will also discuss the next step in anode material sustainability, graphite recycling, where Vianode is moving to pilot scale.

16:50

How Freyr Will Build a Better Battery Material Value Chain in Norway

Sachiya Inagaki, Vice President, Battery Material Supply Business, FREYR Battery Norway AS

In order to meet the demand from the market, battery cell manufacturers are also necessary to secure materials for this purpose. In addition to that, having a localized battery material supply chain is also important to avoid many risks in the supply chain. Above all, creating a battery supply chain in a sustainable way is crucial. I will introduce how FREYR has been setting up our local battery supply chain in Europe.

17:10

Nickel Market Fundamentals in the Post-LME Short Squeeze Era

Jason Sappor, Senior Analyst, S&P Global Commodity Insights

2022's nickel market short squeeze - which catapulted the London Metal Exchange, or LME, three-month nickel price above $100,000 per tonne and forced the LME to temporarily suspend nickel trading - has left challenging market conditions behind, with illiquidity and volatility. This presentation will assess the nickel market performance through to mid-2023, provide our five-year price forecast, considering factors including electric vehicle sales, battery chemistry mix, and metals supply and demand in nickel's new era.

17:30 MODERATED Q&A:

Session Wrap-Up

PANEL MODERATOR:

William Adams, Head of Battery Research, Cobalt & Lithium & Battery Materials Research, Fastmarkets

PANELISTS:

Bridget Catherine Deveney, Director of R&D, Vianode

Clemens Coupette, Senior Project Lead eMobility, LANXESS Deutschland GmbH

Jason Sappor, Senior Analyst, S&P Global Commodity Insights

Networking Reception in the Exhibit Hall with Poster Viewing (Sponsorship Opportunity Available)17:50

Close of Day19:00

6月22日(木)

Registration and Morning Coffee08:30

Organizer's Remarks09:00

Craig Wohlers, Executive Director, Conferences, Cambridge EnerTech

GLOBAL MARKET DEMAND FOR BATTERY RAW MATERIALS
世界のバッテリー原材料の市場需要

09:05

Chairperson's Remarks

Anne Oxley, Technical Director, Brazilian Nickel PLC

09:10

EV Market & Battery Market - Impact on the Raw Material Supply Chain

Christophe Pillot, PhD, Director, Avicenne Energy

Today less than 5% of the automotive market is Electric Vehicle. With this very small market share, xEV already consume more than 70% of the total Li-ion battery production, more than 50% of the cobalt production and more than 65% of the lithium production. With conservative xEV forecasts (15 million EV sold per year in 2030), the impact on the lithium-ion battery market and supply chain will be huge.

09:30

China Lithium Battery Market Update

Yanchen Wang, PhD, Managing Director, Shanghai Metals Market (SMM)

The presentation will focus on the latest development in the lithium battery industry in China, including demand, raw materials supply, and prices.

09:50

Raw Material Supply - The Barrier to Transport Electrification?

Egor Prokhodtsev, PhD, Sr Research Analyst, Energy Transition & Battery Raw Materials, Wood Mackenzie

The 2020s will be a defining decade in the global effort to decarbonise the transport sector. With electric vehicles already attracting mass-market sales in turbulent economies for the automotive sector, demand for batteries and their raw materials will skyrocket as penetration targets loom on the horizon. Can the supply side keep up?

10:10 MODERATED Q&A:

Session Wrap-Up

PANEL MODERATOR:

Anne Oxley, Technical Director, Brazilian Nickel PLC

PANELISTS:

Christophe Pillot, PhD, Director, Avicenne Energy

Yanchen Wang, PhD, Managing Director, Shanghai Metals Market (SMM)

Egor Prokhodtsev, PhD, Sr Research Analyst, Energy Transition & Battery Raw Materials, Wood Mackenzie

Coffee Break in the Exhibit Hall with Poster Viewing10:30

11:05

Battery Raw Material Supply Response after Shortages

William Adams, Head of Battery Research, Cobalt & Lithium & Battery Materials Research, Fastmarkets

What should the market expect in terms of a supply response from battery raw material producers, what is the outlook for supply, demand, and prices in these complicated and fast-moving markets? The talk will look at recent developments in battery raw materials, the impact it has had on the supply chain, and the underlying trends in lithium, cobalt, and nickel.

11:25

Current and Future Trends in Battery Raw Materials

Thomas Kavanagh, Associate Editor, Argus Media

Exploring pricing, supply, and demand trends in battery metals and cathode active materials for the previous year; examining the main upcoming trends for the year ahead and later in the decade.

Sponsored Presentation (Opportunity Available)11:45

12:05 MODERATED Q&A:

Session Wrap-Up

PANEL MODERATOR:

Anne Oxley, Technical Director, Brazilian Nickel PLC

PANELISTS:

William Adams, Head of Battery Research, Cobalt & Lithium & Battery Materials Research, Fastmarkets

Thomas Kavanagh, Associate Editor, Argus Media

Networking Lunch12:25

Dessert Break in the Exhibit Hall with Poster Viewing - Last Chance for Viewing13:25

GLOBAL MARKET DEMAND FOR BATTERY RAW MATERIALS
世界のバッテリー原材料の市場需要

14:00

Chairperson's Remarks

Egor Prokhodtsev, PhD, Sr Research Analyst, Energy Transition & Battery Raw Materials, Wood Mackenzie

14:05

Lithium in the Terawatt-Hour Era

Caspar Rawles, Head, Price Assessments, Benchmark Mineral Intelligence

This talk will explore the latest price updates and analysis from Benchmark’s Lithium Price Assessment and how the latest market trends are set to impact the supply and demand outlook as the industry approaches the terawatt-hour scale.

SUPPLY CHAIN STABILITY
サプライチェーンの安定性

14:25

Is There a Place for Battery Materials Refining in European Supply Chains?

Lukasz Bednarski, Associate Director, Battery Raw Materials, IHS Markit

New battery raw materials mines are developed in Europe and around the world, supported by solid levels of investments, attracted by high metals prices and legislative support. However, before ending up in the lithium-ion battery cathode, raw materials need to be processed into chemicals. In this presentation, we will look at the current state of battery raw materials refining.

14:45

When Will Lithium Supply Diversify?

Martin Jackson, Senior Analyst, Battery Metals, CRU Group

Four years on from the last lithium market bubble, a lack of diversity in supply remains. This leaves the industry exposed to volatility, and putting the energy transition at risk. We will uncover what is changing: extraction technology, resources, producers, pricing arrangements, and political intervention. Advancements that will place lithium miners and refiners in a stronger position to support the widespread adoption of Li-ion batteries.

15:05 MODERATED Q&A:

Session Wrap-Up

PANEL MODERATOR:

Egor Prokhodtsev, PhD, Sr Research Analyst, Energy Transition & Battery Raw Materials, Wood Mackenzie

PANELISTS:

Caspar Rawles, Head, Price Assessments, Benchmark Mineral Intelligence

Lukasz Bednarski, Associate Director, Battery Raw Materials, IHS Markit

Martin Jackson, Senior Analyst, Battery Metals, CRU Group

Coffee Break15:25

Sponsored Presentation (Opportunity Available)15:40

16:00

Addressing Supply Gaps in Battery Chemistry in Europe

Clemens Coupette, Senior Project Lead eMobility, LANXESS Deutschland GmbH

In addition to the metals relevant for LIBs, chemistry requirements for European battery cell prodction are expected to be imbalanced in the coming years. Solutions are to be developed for the value chain.

16:20

The Cost Impact of a Domestic Supply Chain on Li-ion Batteries

Benjamin Campbell, Battery Analyst, Battery Solutions, E Source

This presentation will explore the impact of localizing different parts of the lithium-ion battery supply chain on battery costs. This presentation will directly quantify the costs and benefits of locally produced materials and batteries.

16:40 MODERATED Q&A:

Session Wrap-Up

PANEL MODERATOR:

Egor Prokhodtsev, PhD, Sr Research Analyst, Energy Transition & Battery Raw Materials, Wood Mackenzie

PANELISTS:

Sachiya Inagaki, Vice President, Battery Material Supply Business, FREYR Battery Norway AS

Benjamin Campbell, Battery Analyst, Battery Solutions, E Source

Close of Conference17:00

* 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。

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