- 13:15
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- 14:15
- Networking, light lunch break, exhibition opening and registration
- 14:15
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- 14:20
- Conference welcome Tonika Campbell - Metals, Senior Project Manager, Argus
- 14:20
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- 14:30
- Chairperson’s opening and anti-trust reminder
- 14:30
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- 15:00
- Discussing the relationship between lithium pricing and overprediction in the lithium market Mark Seddon - Senior Manager, Metals Consulting, Argus
- How has oversupply impacted lithium pricing?
- How are reductions in Chinese government subsidies impacting the supply and demand landscape?
- The chicken and the egg: Outlook on investment and supply
- 15:00
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- 15:30
- Unlocking the potential of lithium hard rocks: Direct LiOH conversion Reiner Haus - Managing Director, Dorfner Anzaplan
- Direct conversion of LiOH bringing hard rock on par with brines
- Key Steps to battery grade purity in hard rocks
- Cost structure of brine and hard rock processing
- 15:30
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- 16:00
- Panel discussion: Battery investment in raw material supply
- Are supply predictions realistic in light of limited investment across the supply chain?
- Can investment in production increase while demand is falling?
- Where should investment come from: Private, the state or within the supply chain?
Panellist:
Michael Insulan, Senior Market Analayst, Eurasian Resources Group
Ana Cabral Gardner, Managing Partner, A:10 Investimentos
Marco Roque, Associate Director, Emerging Markets Capital, Hong Kong
- 16:00
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- 16:30
- Lithium supply projection showcase
- Production growth and stage two of the project
- Risk and reward of brownfield lithium developments, why lithium is different to other commodities
- An analysis of new lithium supply and timing
- 16:30
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- 17:00
- Battery metal raw materials
- Update on resource developments
- Processing and implications: Innovations
- Outlook supply scenario from primary sources
- 17:00
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- 17:30
- Afternoon coffee break and opening of SnWTa and NiCoMo
- 17:30
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- 18:15
- 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 nominate a leader for a discussion, please contact Tonika.Campbell@argusmedia.com
Roundtable one: Is lithium overshadowing more integral battery metals and minerals?
Roundtable two: Is there enough investment in nickel to meet battery demand?
Roundtable three: Is graphite a viable alternative?
Roundtable four: Will the price of cobalt ever meet manufacturing costs?
Roundtable one: Is lithium overshadowing more integral battery metals and minerals?
Roundtable two: Is there enough investment in nickel to meet battery demand?
Roundtable three: Is graphite a viable alternative?
Roundtable four: Will the price of cobalt ever meet manufacturing costs?
- 18:15
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- 18:25
- Roundtable conclusions
- 18:25
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- 18:30
- Chairperson’s closing remarks and close of battery opening summit
- 18:30
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- 21:00
- Tower Bridge drinks reception