Cambridge EnerTech’s

Global Supply Chain for Battery Raw Materials

Balancing Supply, Demand & Costs for Battery Materials

March 31-April 1, 2020

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.

Final Agenda

Monday, March 30

7:00 am - 3:00 pm Tutorial, Training Seminar, and Partnering Forum* Registration Open

8:00 am - 4:00 pm Pre-Conference Tutorials, Training Seminar, and Partnering Forum

*Best Value or separate registration required for Tutorials, Training Seminar or Partnering Forum.

Tuesday, March 31

7:00 am Registration and Morning Coffee


8:05 Organizer’s Opening Remarks

Craig Wohlers, Executive Director, Conferences, Cambridge EnerTech

8:10 Chairperson’s Remarks

Andrew Miller, Head, Price Assessments, Benchmark Mineral Intelligence

8:15 Impact of the xEV Market Growth on Lithium-Ion Batteries and Raw Materials Supply 2019-2030

Christophe Pillot, PhD, Director, Avicenne Energy

Today less than 1% of the automotive market is Electric Vehicle. With this very small market share, xEV already consume more than 60% of the total Li-ion battery production, more than 40% of the cobalt production and more than 50% of the lithium production. With conservative xEV forecasts (5 million EV sold per year in 2025), the impact on the lithium-ion battery market and supply chain will be huge.

8:45 Financing in Strategic Raw Material Supply Chains: The Missing Link

Chris Barry, President, House Mountain Partners

While many assume that electric vehicles will become ubiquitous in the near future, the reality of this transition may be under threat. While there is no structural shortage of critical raw materials such as lithium or cobalt, the financing to build out the battery supply chain will easily run into the many billions of dollars. Where will this financing come from in such a dynamic market? What are the implications of a lack of available capital?

9:15 LiB Material Trend Based on Growing xEV Market

Sachiya Inagaki, General Manager, Industrial Technology Unit, Yano Research Institute, Ltd.

This presentation will be about a market trend of LiB major 4 materials such as cathode, anode, electrolyte, and separator. The market size of these materials has been growing fast thanks to expansion of the xEV market, and high energy density materials will be a key factor to support this growth. Also, the market presence of Chinese material manufactures has been rising based on their internal market growth. I will talk about recent and future market trends as to these 4 major materials based on LiB and application market, especially xEV.

9:45 Networking Coffee Break


10:15 Chairperson’s Remarks

Andrew Miller, Head, Price Assessments, Benchmark Mineral Intelligence

10:20 Why Do We Care about Lithium?

Emilio E. Bunel, PhD, Professor, School of Chemistry and Engineering, Catholic University of Chile

The large-scale commercialization of new energy storage technologies is essential to the development of electric vehicles, as well as to distributed renewable electric power generation and consumer electronics. The lithium raw material in a Li-ion battery is only a fraction of one cent per watt, or less than 1 percent of the battery cost. A $10,000 battery for a plug-in hybrid contains less than $100 worth of lithium. What should Chile and the rest of the so-called lithium triangle do to take advantage of this precious mineral resource?

10:50 European Lithium – A Significant Contributor to a Sustainable Value Chain for Lithium Batteries

Franz Josef Kruger, PhD, Senior Advisor, European Lithium Limited

European Lithium aims to become the first battery-grade lithium producer in an integrated European battery supply chain by developing the Wolfsberg Lithium Project in Austria. Combining state-of-the-art technology with sustainable production, European Lithium is set to fuel the future of European electromobility.

11:20 Ni Market Update 2020-2025 – Would It Be Enough Ni to Feed the Growing Battery Market?

Denis Sharypin, Head, Market Research, MMC Norilsk Nickel

The talk will focus on Ni demand projections by industry, update on Indonesian Ni projects. Possible impact of the Indonesian export ban will be elaborated and the Ni incentive price for bringing additional Ni units to the market will be examined.

11:50 Sponsored Presentation (Opportunity Available)

12:20 pm Grand Opening Walking Luncheon in the Exhibit Hall with Poster Viewing (Sponsorship Opportunity Available)

1:25 PLENARY KEYNOTE SESSION: Organizer’s Opening Remarks

Craig Wohlers, Executive Director, Conferences, Cambridge EnerTech

1:30 Shep Wolsky Battery Innovator Award

StanleyWhittingham-nobel901:40 The Li Battery: From Its Origin to Enabling an Electric Economy

M. Stanley Whittingham, PhD, SUNY Distinguished Professor, Member, National Academy of Engineering, Director, NECCES EFRC at Binghamton, SUNY at Binghamton

50 years ago, a rechargeable battery achieving an energy density exceeding 100Wh/kg at room temperature was just a dream. Today, cells are exceeding 250Wh/kg. These cells have revolutionized electronic devices, have made EVs feasible, are dominating grid storage, and enabling renewable energy. Yet the components of these intercalation-based cells have not changed significantly since the 1990s, and the cells still do not exceed 25% of theoretical capacity. Some of the challenges that need to be addressed to doubling the energy density will be discussed.

2:10 The Fast-Changing World of Battery Applications

Bob Galyen, CTO, Contemporary Amperex Technology Ltd. (CATL)

Today’s advanced battery technologies have enabled a myriad of new applications unthought of only a few decades ago. Let’s take a walk through the world of applications to see how this has transpired and where it will take us into the future. The enabling doctrines of the GOLDEN RULES of electrification will also be reviewed.

4:00 PANEL DISCUSSION: Battery Raw Material Supply and Demand


Chris Barry, President, House Mountain Partners

Demand projections for electric vehicles show exponential growth. The fundamental question is: Can supply meet demand for battery raw materials? In this panel we highlight factors influencing demand, like autonomous driving without the need to own a car anymore, and raw material changes in future battery technologies. On the supply side, the panel will identify constraints in the value chain for main battery raw materials and ways of mitigating certain risks.

5:00 Welcome Reception in the Exhibit Hall with Poster Viewing

6:00 Interactive Breakout Discussion Groups

7:00 Close of Day

Wednesday, April 1

8:00 am Registration and Morning Coffee


8:25 Chairperson’s Remarks

Jeremy Schrooten, PhD, Technical Director, Energy Group, Research and Development, Pyrotek

8:30 Securing Supply Chain Foundations for the EV Revolution?

Andrew Miller, Head of Price Assessments, 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.

9:00 Lithium-Ion Battery Recycling Market 2019-2020

Shmuel De-Leon, President, Shmuel De-Leon Energy

The huge growth of the battery market requires the battery material supply chain to grow significantly. Some materials like lithium, nickel, and cobalt may be in short supply. Recycling is necessary for bringing used materials back to the supply chain and to maintain a green approach. In addition, this presentation will also review the current market status.

9:30 Sponsored Presentation (Opportunity Available)

10:00 Coffee Break in the Exhibit Hall with Poster Viewing


10:45 ReCell: Working to Make Lithium-Ion Battery Recycling Profitable

Jeffrey Spangenberger, Materials Recycling Group Leader, Argonne National Laboratory

The ReCell center, an advanced battery recycling program funded by the DOE’s Vehicle Technologies office, is working to develop, scale-up, and demonstrate recycle processes that reduce cost and increase revenue to improve the economics of responsible end-of-life lithium-ion battery management. Four focus areas are targeted: direct recycling, recovery of other materials, design for recycle, and modeling and analysis. This presentation will provide a summary of ReCell’s work to create a profitable battery recycling system as it enters its second year.

11:15 Sorting Spent Lithium-Ion Cathode Materials for Direct Battery Recycling

Chunmei Ban, Associate Professor, University of Colorado Boulder

Electrochemical or chemical relithiation of end-of-life cathodes opens a new venue to directly recycle the spent cathode materials in a low-cost, fast, and energy-efficient way, without destroying the original materials made in the traditional pyrometallurgy and hydrometallurgy processes. In this talk, a new approach has been developed to allow us to quickly sort the spent cathode materials for direct relithiation recycling. Furthermore, a new methodology will be discussed in this talk to quickly determine the lithium content in spent cathode materials.

11:45 Treatment Strategies for Thrifting in Original Manufacturing

Steven Sloop, PhD, President, Onto Technologies

Cathode-healing direct methods show great promise for low-cost, efficient material recovery and optimization in manufacturing and recycling along the lithium-ion battery value-chain. Dr. Sloop will present recent developments in application and scale of the innovative technology.

12:15 pm Plated Luncheon (Sponsorship Opportunity Available)

1:15 Dessert Break in the Exhibit Hall with Poster Viewing

1:45 PLENARY KEYNOTE SESSION: Organizer’s Opening Remarks

Craig Wohlers, Executive Director, Conferences, Cambridge EnerTech

1:50 An Unavoidable Challenge for Ni-Rich Positive Electrode Materials for Li-Ion Batteries

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



2:20 The New NFPA 855 Standard for Installation of ESS

Celina Mikolajczak, Vice President, Battery Technology, Panasonic Energy of North America




2:50 Refreshment Break in the Exhibit Hall with Poster Viewing

3:45 Close of Global Supply Chain for Battery Raw Materials

* The program is subject to change without notice, due to unforeseen reason.

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