Cambridge EnerTech’s
Global Battery Raw Materials
(世界の電池の原材料)
電池部品材料の需要・供給・コストの均衡
2023年12月13日〜14日
鉱山から市場にまで続く、電池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利用の商業的成功にとって重要となります。この部会では、現在進行中の主な新規プロジェクトを注視しながら、エンドユーザー需要の促進要因について検証し、また今後の需要の短期的・長期的な動向見通しについても考察します。また、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。世界の電池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、見逃すことの無いようお願いします。
12月13日(水)
Registration Open10:30 am
Organizer's Welcome Remarks2:00 pm
Craig Wohlers, Executive Director, Conferences, Cambridge EnerTech
SUPPLY CHAIN SUSTAINABILITY
サプライチェーンの持続可能性
Sustainable Lithium Supply-SQM at the Forefront of Transparent Mining Assurance
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 toward water-neutral lithium production will be presented. Additionally, global lithium demand and SQM's expansion plan will be updated.
North America’s Role in the Lithium-ion Economy
Andrew Miller, COO, Benchmark Mineral Intelligence
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.
How Freyr Will Build a Better Battery Material Value Chain in the U.S.
Sachiya Inagaki, Vice President, Battery Material Supply Business, FREYR Battery Norway AS
FREYR is a Norwegian-based cell manufacturer, and it is accelerating US project as well. Our target SOP is around 2025 and we have been working on the establishment of local battery material supply chain in the US. There are several chances and challenges to overcome, but we will introduce how we are managing for sustainable battery value chain in North America together with the one in Europe.
Session Wrap-Up
Refreshment Break in the Exhibit Hall with Poster Viewing (Sponsorship Opportunity Available)3:25 pm
GLOBAL DEMAND FOR BATTERY RAW MATERIALS
世界の電池原材料の需要
Deal Making, Investment and Innovation in Lithium
Alice Yu, Senior Research Analyst, Metals and Mining Research, S&P Global Market Intelligence
The security of lithium supply and stability in the cost of lithium are paramount for refiners, battery makers and automakers. Geopolitics have also influenced investment decisions, with policy makers increasingly shaping where the material should come from, who can invest and what they should be investing in. Framed upon our price outlook for lithium, this presentation will look at key trends in lithium capital spending and deal-making, shifts in supply geographies, and technical innovations that have come about to develop a lithium supply chain that meets interests of different markets.
Securing Battery Raw Materials Tantamount to Meeting the 50% EV Goals by 2030
Kimberly Berman, Senior Consultant, SFA Oxford
The lack of a cohesive plan to secure the necessary battery material supply chains will present numerous challenges for the many planned gigafactories to be built over the next 5 years. This presentation will demonstrate that re-shoring battery grade raw material production will only solve part of the problem, and there is a need to increase recycling capacity, as well as enter into trade agreements with resource rich countries.
Pure Lithium: Filling the Supply Chain Gap with Battery-Ready Lithium-Metal Electrodes for Next-Generation EVs
Paul Burke, PhD, CTO, Pure Lithium
Pure Lithium enables the mass adoption of lithium metal rechargeable batteries (LMBs) by getting lithium from the ground into a battery as quickly, sustainably, and inexpensively as possible. It is the first company to produce a battery-ready pure lithium-metal electrode that can be made from a variety of inexpensive, readily available feedstocks-from salts to metal.
Session Wrap-Up
Close of Day5:50 pm
12月14日(木)
Registration and Morning Coffee8:30 am
Organizer's Remarks9:00 am
Craig Wohlers, Executive Director, Conferences, Cambridge EnerTech
GLOBAL DEMAND FOR BATTERY RAW MATERIALS
世界の電池原材料の需要

Ralf Wagner, PhD, CEO, E-Lyte Innovations GmbH
In recent years, the lithium-ion battery has conquered many new applications such as automotive, medical or aviation. Each application places different demands on the battery. Liquid electrolytes are still omnipresent. This talk includes future electrolyte demands and announced production capacities in North America. It examines the major electrolyte producers and includes a discussion on price drivers and major technical trends.
Sustainable Response to the Challenges of Growing Nickel Demand
Andrew Brudnok, Vice President, PGMs & Nickel Specialty Products, Norilsk Nickel USA
The transport electrification, wider use of renewable energy and expansion of energy storage push nickel demand higher. This presentation will focus on nickel demand projections by industry and potential additional supply sources, including an update on Indonesian projects and possible constraints with the NPI to nickel sulphate conversion plans. The nickel incentive price required to bring additional metal units to the market will be also examined.
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.
Session Wrap-Up
Coffee Break in the Exhibit Hall with Poster Viewing10:45 am
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.
Securing Critical Raw Materials at Competitive Costs and CO2 Emissions
Wolfgang Bernhart, Senior Partner, Automotive Competence Center, Roland Berger Strategy Consultants GmbH
Outlook on demand-supply balance for Li, Ni, Co, Mn, and graphite; alternative feedstock and processing routes; comparing costs and CO2 emission; strategies to secure critically raw materials adopted by major players; framework for holistic evaluation of raw material strategies.
Can Circular Economy and Cathode Chemistry Evolution Stabilize the Supply Chain of Li-ion Batteries?
Ahmad Mayyas, PhD, Professor, Industrial & Systems Engineering, Khalifa University
The exponential increase in electric vehicle sales in the last ten years has put increasing pressure on limited supplies of cobalt and lithium. To facilitate access to these commodities, many manufacturers have established close working relationships with suppliers. Cathode evolution will not relieve the stress on critical material supplies, the industry also works on recycling high-value materials from end-of-life batteries which can help secure sustainable sources of cheaper, yet environmentally-friendly materials. Adoption of effective recycling methods such as hydrometallurgical means, can partly but not fully offset the gap between demands and supplies in many regions around the world.
Networking Lunch (Sponsorship Opportunity Available)1:05 pm
Dessert Break in the Exhibit Hall with Poster Viewing - Last Chance for Viewing (Sponsorship Opportunity Available)2:00 pm
MARKET OPPORTUNITIES IN BATTERY RAW MATERIALS
電池原材料の市場機会
Battery Raw Materials Refining-An Industry Overview
Lukasz Bednarski, Associate Director, Battery Raw Materials, IHS Markit
This talk will cover key aspects of battery raw materials industry. This presentation aims to highlight the current state of the refining industry, examining the technological advancements in refining processes, sourcing strategies, market dynamics, and the pressing issue of sustainability.
Sustainable, Locally-Produced, Bio-Based Anode Material
Otto Kivi, Senior Business Development Specialist, Biomaterials, Stora Enso
Stora Enso is a Northern Europe based biomaterial company, operating in 50 countries and turning over around 12 billion EUR. Stora Enso is piloting tree-based anode material, Lignode, for battery cells. With Lignode, it will be possible to have a local supply chain, and also reduce the CO2-footprint of the battery.
Sponsored Presentation (Opportunity Available)3:15 pm
Networking Refreshment Break3:50 pm
Raw Materials in the North American Lithium-Ion Battery Supply Chain Database
Ahmad A. Pesaran, PhD, Chief Energy Storage Engineer, National Renewable Energy Laboratory
With the projected forecast that about 40% of sale of new vehicle to be electric by 2030, 4-5 times more lithium-ion batteries (LIB) and their materials would be needed. The major concerns in the US are access to raw material resources and the associated supply chain with the strategy to not depend on imports from competitive or politically undesirable countries. In partnership with NAATBatt, NREL has developed the North American Lithium-Ion Battery Supply Chain Database which is a detailed directory of North American companies including mining, and raw and battery-grade material production, electrode/cell/pack manufacturing, and recycling. The latest version was released in June 2023. In this presentation, we will introduce the latest progress in the Database and focus on mining and raw materials production companies. Our databased has identified more than 34 companies working in raw materials segment in 65 facilities. These reflect more than 50% increase compared to August 2022 indicated a relatively good growth in the North America in these areas and expected to be continued in the next 10 years.
Reducing Pressures in the Battery Supply Chain
Close of Conference4:55 pm
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