Decarbonization of transportation and greening of power generation is driving rapid expansion of lithium-ion battery production and therefore demand for the lithium that enables them. We will present our data-driven methodology for tracking this accelerating demand and the lithium market's response. As the lithium ecosystem continues to evolve over the next decade, our agile analyses provide insight into lithium's present and future.

The electrification of transportation as we are witnessing now has triggered a significant growth in LIBs year over year, and with it a significant increase in demand for lithium. The mere increase this year is about the same as the total supply about 10 years ago, and it is expected that it will require a 10X increase to meet the demand in about 10 years. What can the lithium industry do to meet this challenge will be discussed at this presentation.

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.

We are in a world post-COVID and post-Ukraine war and China skepticism with efforts to regionalize the new battery supply chain. The requirements are disrupting all established as well as the new entrants who need to establish and invest in new supply chain structures to accommodate.

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.

Syrah Resources Ltd. is the world's leading natural graphite supplier supporting electric vehicle transition. Over many years of development, we are moving toward commissioning and production of the first phase of integrated mass production of Anode Active Material outside China, here in USA, this year.

This presentation will cover the EV Sales Review of 2022 as well as expectations going gorward and implications on battery demand and will share the latest insights from collecting the facts in the EV industry. You will understand the best sellers, which countries and regions are doing to most for EV adoption, and what to expect in the future, both short term, and long term. These forecasts will also be translated into the battery demand.

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.

As EV sales continue to accelerate and the many national and regional decarbonization plans come to fruition, the lack of cohesive and secure battery material supply chains and other essential raw materials has created numerous bottlenecks that have yet to be resolved. European battery manufacturers and OEMs have been tackling this issue with varying degrees of success for some time, but the U.S. has been lagging despite recent announcements and there are many legal and jurisdictional issues that need to be considered to secure a consistent supply of the necessary materials. This presentation will compare and contrast the difficulties in re-shoring battery grade raw material production in North America compared to other regions and describe the regulatory and jurisdictional layers involved.

In this presentation we will present some case studies of activities that have been completed in Australia to maximise the potential of Australia’s mineral endowment, specifically in the production of lithium, nickel / cobalt pre-cursors and cathode materials, natural graphite and HPA. We will also describe how we are developing more sustainable processes, underpinned by Australia’s strong regulatory framework, in the development of these value-added materials. We will describe the increasing challenge of discovering and processing primary mineral supply, and the importance of secondary resources. And lastly, we can demonstrate Australia’s capability to operate the world’s longest (transmission) network with 100% renewable energy as a proposed Renewable Energy Powerhouse.

Since the onset of the pandemic, various demand drivers for lithium-ion batteries have shown peculiar trends. To look forward, the lithium-ion battery supply chain should look back at these trends, particularly the breadth of applications on the one hand, and the variables impacting supply of lithium chemicals on the other hand.

A state-level perspective of the new policies built to encourage industry growth as well as an introduction to the incentives and workforce training programs commonly used to attract and grow the battery industry.

How to leverage rail in battery material supply chains to create resilient supply chains that improve sustainability and reduce supply chain working capital.

As the landscape of the battery supply chain continues to change, only a focus on sustainable solutions will be able to meet the changing needs required to close the loop. A commitment to both recycling and cathode production is at the forefront of a circular battery supply chain and will assist in carbon reduction efforts. Learn about recycling initiatives that are focused on maximum material recovery. In addition, we’ll discuss a method of battery grade salts production technology that significantly reduces the carbon footprint compared to traditional methods.

Previously, I have talked about critical elements and sustainability in the context of lithium (ion) batteries. This presentation discusses acquisition of these elements in required amounts and quality and what it will take to sustain the industry’s use of Li, F, P, Co, Ni, Mn, Cu, Al, Si, and C_graphite. Needs per GWh, modes of acquisition, and can sustainability be approached are questions addressed. Also discussed: energy costs of acquiring these elements, incorporating them into a battery, energy delivered versus the cost of replacing “spent” batteries, and the ability of recycling and reuse to improve the energy and materials balance.

There has been much analysis of supply chains for battery raw materials. But flows of end-of-life material and manufacturing scrap have not received nearly as much attention. This material is a crucial factor in current and future material supply, and requires careful analysis. Many companies claim that they recycle batteries, but operations they perform differ widely from simply sorting material and passing along to another company, to actually processing and recovering -materials suitable for use in new batteries. In addition, manufacturing scrap, which is currently available in much larger quantity, is often added into the mix. Much of the material in the US and Europe is eventually exported and not recycled locally at all. This presentation will provide some quantitative estimate of these complex materials flows.