03 12月 - 04 12月 2019
Seoul, South Korea

Argus LiCoNi

  • 07:50
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  • 08:50
  • Registration and exhibition opens
  • 08:50
  • -
  • 08:55
  • Conference welcome Tonika Campbell - Senior Metals Project Manager, Argus
  • 08:55
  • -
  • 09:05
  • Chairperson opening address and anti-trust compliance reminder Mark Seddon - Senior Manager, Metals Consulting, Argus
  • 09:05
  • -
  • 09:35
  • World energy outlook: Shaping a secure and sustainable energy future Tae-Yoon Kim - Energy Analyst, The International Energy Agency
  • 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?
  • 09:35
  • -
  • 10:05
  • Battery market pricing and supply overview Nicole Willing - Editor, Argus Metals International, Argus
  • 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
  • 10:05
  • -
  • 10:35
  • Metals macroeconomics and the Chinese supply chain Anthony Tse - Managing Director, Galaxy Resources
  • 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
  • 10:35
  • -
  • 11:05
  • Spotlight on metals production in the DRC Paul Mabolia Yenga - Advisor, Ministry of Mines DRC
  • Changing routes of supply to increase sustainability
  • Cross sector integration: How this can increase visibility and increase ethical sourcing
  • Addressing challenges in infrastructure, logistics and transportation
  • 11:05
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  • 11:50
  • Morning coffee break
  • 11:50
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  • 12:20
  • Responsible sourcing: The role of commodities trading in promoting an ethical supply chain James Nicholson - Head of Corporate Responsibility, Trafigura Group
  • 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?

 

  • 12:20
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  • 12:50
  • Panel discussion: Sustainable supply and ethical sourcing
  • 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:

Paul Mabolia Yenga, Advisor, Ministry of Mines DRC

James Nicholson, Head of Corporate Responsibility, Trafigura Group

  • 12:50
  • -
  • 13:20
  • The changing face of the cobalt market: The impact of new players directing the market Maxwell Shumba - Director of Corporate EHS and Product Stewardship, Borchers
  • 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
  • 13:20
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  • 14:35
  • Networking lunch break
  • 14:35
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  • 15:20
  • Roundtable discussions

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

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

Roundtable four: Unorthodox power alternatives


  • 15:20
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  • 15:35
  • Roundtable conclusions
  • 15:35
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  • 16:20
  • Afternoon coffee break
  • 16:20
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  • 16:50
  • Market dynamics and technology trends in recycling lithium-ion batteries Laurent Cohen - Global Marketing Manager, Solvay
  • 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?
  • 16:50
  • -
  • 17:20
  • LIB market and EV reuse, refabrication battery Yu Tack Kim - Research and Development Planning Team Leader, Korea Battery Industry Association
  • LIB, NiMH, NiCd, lead acid battery market volumes and forecasts
  • Global outlook on EV’s and battery generation
  • Second life EV batteries
  • 17:20
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  • 17:50
  • Scaling up the battery recycling market Jayden Goh - Chief Executive Officer, Anhua Taisen Recycling Technology
  • 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?
  • 17:50
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  • 18:00
  • Chairperson’s closing remarks and end of day one Mark Seddon - Senior Manager, Metals Consulting, Argus
  • 18:00
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  • 19:30
  • Networking reception and drinks
  • 08:00
  • -
  • 09:15
  • Breakfast workshop: Blockchain and digitalisation innovation

This workshop will give you an understanding of the digitalisation options and advancement tools to help you with clarity and visibility across the supply chain. This is a closed group forum, which provides a platform for open and honest discussion about what has worked and what has not, more importantly – how these technologies and services can help you in your business and day to day role.

By attending, you will be able to:

  • Understand the practicability of these technologies and services
  • Evaluate the IT resource and infrastructure necessary for these advancements
  • Get an overview of existing metals projects
  • Determine whether the metals industry is ready for digital integration
  • Examine the capabilities of blockchain trading platforms for auditing, transportation and logistics
  • Hear about new innovation for pricing in the Internet of Things (IoT) and Artificial Intelligence (AI). 

Who would attend this workshop?

Job title: 

  • chief executive officer
  • managing director
  • general manager
  • head of/director of technology
  • head of metals
  • metals trading
  • sales and business development

Business types:

  • mining 
  • logistics, storage and transportation
  • trading
  • producers
  • manufacturers
  • banks, investors and financiers
  • 09:00
  • -
  • 09:30
  • Registration and exhibition opens
  • 09:30
  • -
  • 09:35
  • Chairperson’s recap and antitrust compliance reminder Nicole Willing - Editor, Argus Metals International, Argus
  • 09:35
  • -
  • 10:05
  • Nickel feed for batteries Igor Lankin - Nickel Supply Analyst, Norilsk Nickel
  • 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
  • 10:05
  • -
  • 10:35
  • Security of nickel supply panel discussion: Where will investment come from?
  • How did the cobalt price drop affect the HPAL nickel project?
  • Low nickel prices and deficits: What does this mean for Chinese investment in Indonesian mining?
  • How is cobalt ethical sourcing affecting nickel supply?

Panel Moderator: Clive Whittington, Managing Director, CM Whittington and Associates

Panellists:


  • 10:35
  • -
  • 11:05
  • Formula advances in battery production Yuan Gao - President and Chief Executive Officer, Pulead Technology Industry
  • New batteries: What will be the impact on the raw materials?
  • The evolution of lithium-ion: NCM 811 and solid state
  • Outlook on battery developments: Chemistry, density and longevity
  • 11:05
  • -
  • 11:35
  • Cathode transformation panel discussion: Will this fundamentally change the battery market and at what pace?

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:

Yuan Gao, President and Chief Executive Officer, Pulead Technology Industry

Raymond Malcolm Oei, Chief Executive Officer, Stern

Laurent Cohen, Global Marketing Manager, Solvay


  • 11:35
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  • 12:20
  • Morning coffee break
  • 11:05
  • -
  • 11:35
  • Panel discussion: The finances behind the battery market: What makes a project financeable?
  • 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

Panellists:

Dane Alexander, Associate Director, Macquarie


  • 12:50
  • -
  • 13:20
  • Metal usage in EVs and the battery market Edric Koh - Head of Corporate Sales, Asia, London Metals Exchange
  • 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
  • 13:20
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  • 14:35
  • Networking lunch break
  • 14:35
  • -
  • 15:05
  • South Korean graphite supply Ian Pringle - Technical Director, Battery Minerals Resources
  • The potential scope for production in South Korea
  • South Korean deposits overview
  • Benefits of local deposits: Logistics and manufacturing costs
  • 15:05
  • -
  • 15:35
  • Shifts in the role of manganese Raymond Malcolm Oei - Chief Executive Officer, STERN
  • 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?
  • 15:35
  • -
  • 16:05
  • The rise and rise of EV’s and associated infrastructure: What and how much will be required? Andrea Valentini - Principal - Argus Consulting Services, Asia Pacific and the Middle East, Argus
  • 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
  • 16:05
  • -
  • 16:10
  • Chairperson’s closing remarks and afternoon coffee break Nicole Willing - Editor, Argus Metals International, Argus