Benchmark World Tour 2018

London, UK

#Benchmark2018

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London | Friday June 22nd 2018
Venue: Numis Securities Ltd, 10 Paternoster >>> Square, London, EC4M 7LT


Agenda

10:00 Registration & Networking
10:15 Event Introduction
Numis Securities

Keynotes: One

10:20 Nickel: creating a sustainable future
  • Nickel Supply demand outlook for 2018
  • How the industry is evolving
  • Nickel in lithium ion batteries 101 and the need for sustainability
Barry Jackson, Market Intelligence Manager – Nickel, Anglo American (UK)

Keynotes: Two

10:45 Will we have enough lithium and cobalt by 2025? 
  • Outlining Benchmark’s new supply and demand forecast data for lithium and cobalt
  • Introducing nickel– how does it fit into the lithium ion battery and EV demand landscape
  • What to expect from lithium, nickel and cobalt prices in the next 18 months
Andy Leyland, Head of Forecasting, Benchmark Mineral Intelligence (UK)

Benchmark is the world’s leading market price data and supply chain intelligence provider focused on lithium ion and solid-state battery supply chains. Benchmark sets the monthly lithium reference price that is published by Bloomberg, produces a cobalt sulphate and battery grade monthly price, testified to US Senate in 2017 and is widely quoted in global media. Andy Leyland joined Benchmark from Wood Mackenzie in 2018.

Industry Presentations:

11:10 Desert Lion Energy
Tim Johnston, President & CEO (Canada)
11:25 Savannah Resources
David Archer, CEO (London)
11:40 Pure Energy Minerals
Patrick Highsmith, CEO (Canada)
11:55 Neometals
Chris Reed, Managing Director (Australia)
12:10 Standard Lithium
Robert Mintak, CEO & Director (Canada)

Keynotes: Three

12:55 A 21st century approach to investing in cobalt
  • How will the pure play exposure strategy evolve in the wake of battery demand?
  • How to battery producers really view cobalt?
  • Supply versus demand: Where will the new cobalt supply come from and how much is needed by when?
Anthony Milewski, Chairman, CEO & Director, Cobalt 27 Capital Corp

Cobalt 27 has approach cobalt investing in a unique way that has never before been done in the industry. It owns over 2,982 tonnes of physical cobalt and manages a portfolio of cobalt royalties. It intends to continue investing in a cobalt-focused portfolio of streams, royalties and direct interests in mineral properties containing cobalt, while adding to its cobalt physical holdings when opportunities arise.

12:45 Q&A with all speakers
13:10 Lunch Collection

Keynotes: Four

13:30 Commodity Major – TBA

Industry Presentations

14:00 First Cobalt
Trent Mell, President & CEO (Canada)
14:15 TBC
14:30 TBA
14:45 The Lithium ion battery megafactories are here
  • Introducing Benchmark’s latest lithium ion battery pipeline capacity numbers
  • Where is the most capacity being build? China v Europe v North America
  • Chemistry: NCA v NCM and the move to 811 – how realistic is it?
  • The impact on lithium, cobalt, nickel and graphite anode
Simon Moores, Managing Director, Benchmark Mineral Intelligence
Caspar Rawles, Analyst – Cobalt & Cathodes, Benchmark Mineral Intelligence

Benchmark is the world’s leading market price data and supply chain intelligence provider focused on lithium ion and solid-state battery supply chains. Benchmark sets the monthly lithium reference price that is published by Bloomberg, produces a cobalt sulphate and battery grade monthly price, testified to US Senate in 2017 and is widely quoted in global media.

15:15 Q&A with all speakers
15:45 Networking Drinks Reception / Meet the Speakers
Drinks Reception hosted by Benchmark Mineral Intelligence

Sponsors

Speakers

Tim Johnston

President and CEO, Desert Lion Energy

David Archer

CEO, Savannah Resources

Patrick Highsmith

CEO, Pure Energy Minerals

Chris Reed

NEOMETALS

Robert Mintak

CEO, Standard Lithium

Trent Mell

President & CEO, First Cobalt