Benchmark | Vancouver 2016

Vancouver, Canada | Thursday 13 October 2016
The Vancouver Club, 915 West Hastings Street


PROVISIONAL ITINERARY

12:30 Business Lunch / Registration


SESSION ONE


UPSTREAM

Setting the lithium ion battery supply chain scene; a look at the raw material (inc. lithium, graphite, cobalt) to intermediate processed products (cathode and anode)

13:00 Who controls the lithium ion battery supply chain?

  • Breaking down the battery supply chain, link by link
  • Lithium: what is happening with supply and demand?
  • Graphite and cobalt: Are there major bottlenecks on the horizon>
  • Lithium ion megafactories: What capacity is being built and by when?
Simon Moores, Managing Director, Benchmark Mineral Intelligence


UPSTREAM PUBLIC COMPANY SPEAKERS

Investable companies seeking to serve the upstream portion of the lithium ion battery supply chain

13:30 Fortune Minerals (Cobalt) Robin Goad, President & CEO

13:45 Nevada Sunrise (Lithium) Warren Stanyer, CEO

14:00 Nano One (Cathodes) Dan Blondal, CEO

14:15 Northern Graphite (Graphite) Greg Bowes, CEO

SESSION TWO


DOWNSTREAM

Analysing the downstream lithium ion industry from cell manufacturing to pack construction and end market developments (electric vehicles and utility storage)

14:30 Recharged: opportunity and risk in the new wave of electric vehicles. Edward Niedermeyer, Freelance Auto Analyst / DailyKanban.com / Bloomberg View


Q&A PANEL SESSION

14:45 Q&A Panel session with all speakers

15:30 -16:00 Finish


YOU MISSED IT


Registration is now closed

SPEAKERS

SIMON MOORES, MD
Benchmark Minerals
GREG BOWES, CEO
Northern Graphite
WARREN STANYER, CEO
Nevada Sunrise Corporation
DAN BLONDAL, CEO
Nano One Materials
ROBIN GOAD, PRESIDENT & CEO
Fortune Minerals Ltd
EDWARD NIEDERMEYER, FREELANCE AUTO ANALYST
DailyKanban.com

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