Global Supply Chain for Battery Raw Materials, July 28-29, 2020, Orlando FL

Cambridge EnerTech’s

Global Supply Chain for Battery Raw Materials

Balancing Supply, Demand & Costs for Battery Materials

MARCH 9-10, 2021 | ALL TIMES EASTERN STANDARD (UTC-05:00)


Understanding the complexities of the global supply chain for battery component materials from the mine to the market is critical to the successful commercialization of EV applications. An examination of the drivers of end user demand with a focus on major new projects in the pipeline and how that demand will evolve over the near and long term will be presented. This conference will cover the global markets from multiple angles including advances in mining and processing with an emphasis on sourcing and cost control strategies by manufacturers with an outlook on the forecasted consumption trends for China, Japan, Korea, Europe and the United States. Don’t miss your opportunity to network with the major players within the global battery supply chain.

Tuesday, March 9

BATTERY RAW MATERIALS SUPPLY

9:00 am

Sustainable Lithium for a World in Motion

Andres Fontannaz, Commercial Vice President America´s and EMEA region, SQM

This presentation will provide an SQM introduction covering online environmental monitoring in Salar de Atacama as well as life-cycle analysis of lithium production routes and lithium market and demand outlook.


9:20 am

Ni Market Bifurcation: The Market Balance of ESG-Compliant High-Grade Nickel Highly Required by the Growing Battery Industry

Denis Sharypin, Head, Market Research, MMC Norilsk Nickel

Assessing Ni market development in the light of the Indonesian ban and growing demand in batteries and other industries will be discussed.


10:00 am Session Break - View Our Virtual Exhibit Hall
10:20 am

Cinovec – Developing Europe's Largest Hard Rock Lithium Resource

Keith Coughlan, Executive Chairman, European Metals Holdings Ltd.

European Metals is developing the Cinovec Project – the largest hard rock lithium resource in Europe, located in the Cech Republic. The project is fully funded to Final Investment Decision, expected in late 2021 and is actively supported by both the Czech Government and the European Union. Cinovec will be a fully integrated project producing approximately 25,000 tpa of battery grade lithium hydroxide for the European Battery and EV industries.

10:40 am

Chvaletice Manganese Project: Developing a Globally-Significant New Source of Green and Ultra-High Purity Manganese Products in Europe

Marco Romero, President & CEO, Euro Manganese Inc.

Euro Manganese is advancing steadily with the development of a strategic new source of ultra-high purity manganese products in the Czech Republic to serve Europe’s rapidly emerging lithium-ion battery ecosystem. These products will assure customers impeccable provenance and a minimal environmental footprint, as they will be made by reprocessing old mining waste. The Chvaletice Manganese Project is also unique in that it will result in the environmental remediation of a polluted site.


11:40 am MODERATED Q&A:

Session Wrap-Up

Panel Moderator:
Kevin Shang, Analyst, Roskill
Panelists:
Andres Fontannaz, Commercial Vice President America´s and EMEA region, SQM
Denis Sharypin, Head, Market Research, MMC Norilsk Nickel
Keith Coughlan, Executive Chairman, European Metals Holdings Ltd.
Marco Romero, President & CEO, Euro Manganese Inc.
12:05 pm Session Break - View Our Virtual Exhibit Hall

PLENARY KEYNOTE PROGRAM

12:50 pm

A Micrometer Can Tell You a Lot about Li-Ion Cell Failure Modes

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

Sure, fancy methods like synchrotron X-ray tomography, scanning ultrasonic imaging, and differential capacity analysis can really help one understand the reasons for Li-ion cell failure.  However, once one understands the basic processes, measurements made with a simple micrometer can give a pretty decent idea of why Li-ion pouch cells fail.   I will use an extensive study on a large matrix of NMC622/graphite cells tested for 2.5 years at different temperatures, C-rates and depths of discharge to illustrate the importance of a simple micrometer.  

1:15 pm

U.S. Department of Energy Initiatives to Develop and Advance Lithium Batteries

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

DOE supports research to develop EV batteries that (1) cuts battery cell cost to $60/kWh, (2) reduces battery weight and size enabling higher efficiency EVs, (3) enables 15-minute charging time, and (4) supports the development of a lithium battery recycling ecosystem. DOE chairs the Federal Consortium for Advanced Batteries that brings Federal together to accelerate the development of a robust secure domestic industrial base and ecosystem for advanced batteries.

2:00 pm MODERATED KEYNOTE Q&A:

Session Wrap-Up

Panel Moderator:
Brian Barnett, PhD, President, Battery Perspectives
Panelists:
Jeff Dahn, FRSC, PhD, Professor of Physics and Atmospheric Science, NSERC/Tesla Canada Industrial Research Chair, Canada Research Chair, Dalhousie University
David Howell, Program Manager, Acting Director, Office of Vehicle Technologies, United States Department of Energy
2:25 pm Session Break - View Our Virtual Exhibit Hall

GLOBAL MARKET DEMAND FOR BATTERY RAW MATERIALS

2:45 pm

The Race for Battery Materials – Policy Drivers in the Global Competition

Adam McCarthy, President, Cobalt Institute

Cobalt is facing a number of regulatory measures in Europe which will have an impact on the ability to use cobalt in batteries. This presentation will focus on these regulations, their impacts and alternative approaches to regulations.


3:05 pm

North America’s Role in the Lithium-Ion Economy

Andrew Miller, Product Director, 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.


3:25 pm

The Transition to a Carbon-Free Economy and the Impact on Battery Metals

Ken Hoffman, Co-Head EV Battery Materials Research Group/Basic Materials Senior Expert, McKinsey & Co.

How the transition from a carbon-based economy to a renewable one impacts demand for battery raw materials. The dramatic technology advances in battery development continue to gather pace with overall costs dropping by more than 50% over the past 6 years, with costs estimated to drop another 30%-60% over the next 5 years, depending upon technology. We will explore how all of these changes will impact battery materials. 


3:45 pm Sponsored Presentation (Opportunity Available)
4:25 pm MODERATED Q&A:

Session Wrap-Up

Panel Moderator:
Denis Sharypin, Head, Market Research, MMC Norilsk Nickel
Panelists:
Adam McCarthy, President, Cobalt Institute
Andrew Miller, Product Director, Benchmark Mineral Intelligence Ltd.
Ken Hoffman, Co-Head EV Battery Materials Research Group/Basic Materials Senior Expert, McKinsey & Co.
4:50 pm Session Break - View Our Virtual Exhibit Hall
5:10 pm Interactive Roundtable Discussions

The roundtables 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. Each topic is led by a moderator who ensures focused conversation around the key issues of that topic. Attendees choose to join a specific group.

ROUNDTABLE 1: Battery Materials Supply Chain

Robert M. Privette, Manager, Business Development, Rechargeable Battery Materials North America, Umicore USA Inc.
  • Financing challenges (Economics, Uncertainty, Contracting)
  • Supply & availability (Long supply chains, New capacity timelines)
  • Sustainability and lifecycle analysis (Role of renewables, Customer awareness)

ROUNDTABLE 2: The Future Direction of the Binder Market in the Wake of the Silicon Anode

Manuel Wieser, Head of Energy Division, AnteoTech
  • Silicon anode active material market is set to quadruple from 2020 to 2030
  • Performance requirements for anode binders are changing rapidly (considering low to high silicon content anode designs)
  • Binder material evolution: SBR functionalization, vs. PAA derivatization vs. return to organic solvent-based binders?
  • Surface chemistry challenge: Various silicon anode systems with different surface properties (SiOx, micro-silicon, silicon-carbon composites,…)
  • Greater diversification in future binder market or is one-size fits it all possible?​

ROUNDTABLE 3: Benefits and Challenges of Cell Manufacturing Software for Prototype and Full Scale Manufacturing

Bob Zollo, Solution Architect for Battery Testing, Keysight Technologies
  • How can software for cell formation/grading help improve cell quality and increase production yield on prototype manufacturing lines and on full scale manufacturing lines.
  • Data analytics role in helping to manufacture better cells.
  • The value of bringing and test data from characterization labs together with manufacturing data collected from upstream processes, formation/grading, and downstream processes.

ROUNDTABLE 4: Commercially Viable Process for Surface Conditioning of High-Ni Cathodes

Feng Wang, PhD, Materials Scientist, Energy & Photon Sciences Directorate, Brookhaven National Lab
  • What is the start-of-the-art and next generation of high-Ni cathodes? And what are other options to further push on Li-storage capacity  -- ultra-high Ni, Co-free, or other new cathode systems?
  • Besides thermal instability, safety-related issues, what are other key barriers hindering the commercial use of high-Ni cathodes?
  • What are the most commonly employed processes in industry for surface conditioning of high-Ni cathodes?
  • What are other processes that are promising for industrial use in stabilizing high-Ni cathodes?
5:55 pm Close of Day

Wednesday, March 10

GLOBAL MARKET DEMAND FOR BATTERY RAW MATERIALS

9:00 am

Single-Crystal Nickel-Based Cathodes for Li-Ion Batteries: Technology Development and Market Analysis

Kevin Shang, Analyst, Roskill

Single-crystal cathode materials with layered structures have gained the spotlight as promising materials for high-performance Li-ion batteries. They provide remarkable performance and safety characteristics unmatched by traditional polycrystalline counterparts. The presentation will review the technology development of single-crystal nickel-based cathodes in the past 10 years. In addition, the session will show how the raw materials market has been affected by this technology.

9:20 am

Innovation towards Low-Cost Carbon-Neutral Battery Materials

David S. Deak, President, Marbex LLC

This presentation will examine the latest innovations in low-cost carbon-neutral battery materials.

INNOVATIONS IN RECYCLING BATTERY MATERIALS

9:40 am

Recycling Lithium-Ion Battery Cathode Material from Manufacturing Waste

Zarko Meseldzija, CTO, American Manganese Inc.

This presentation will examine our approach to recycling lithium-ion cathode material from manufacturing waste.

10:00 am

Low-Cobalt Recycling: The Brave New World for xEV Sustainability

Steve Sloop, PhD, President, OnTo Technology LLC

The US DOE cost goals associated with large-scale EV adoption require low-cost (i.e. $10/kg) cathode. Cobalt thrifting is a strategy to achieve manufacturing cost goals, but it is counter-productive for cobalt recovery – can the recycling industry survive? This presentation will discuss recycling methodologies in light of cost goals and market realities and how OnTo’s approaches are technically appropriate for the EV industry.

Stian Madshus, Vice President, Elkem Carbon, Battery Materials, Elkem Advanced Battery Materials, Elkem ASA

Making the supply chain more sustainable is high on the agenda for the fast-growing battery industry. Manufacturing of critical battery materials is energy intensive and can come with significant negative environmental impacts. This presentation explores how high-performance anode materials can be produced in a sustainable way and introduces advanced materials for thermal management and sealing of battery packs with >1 million EVs on the road today protected by Elkem. 

11:00 am MODERATED Q&A:

Session Wrap-Up

Panel Moderator:
Adam McCarthy, President, Cobalt Institute
Panelists:
Kevin Shang, Analyst, Roskill
David S. Deak, President, Marbex LLC
Zarko Meseldzija, CTO, American Manganese Inc.
Steve Sloop, PhD, President, OnTo Technology LLC
Stian Madshus, Vice President, Elkem Carbon, Battery Materials, Elkem Advanced Battery Materials, Elkem ASA
11:25 am Close of Global Supply Chain for Battery Raw Materials Conference
Global Supply Chain for Battery Raw Materials, July 28-29, 2020, Orlando FL

Cambridge EnerTech’s

Global Supply Chain for Battery Raw Materials

Balancing Supply, Demand & Costs for Battery Materials

MARCH 9-10, 2021 | ALL TIMES EASTERN STANDARD (UTC-05:00)