Benchmark | London 2016

London, UK | Monday 6 June 2016
UBS, 100 Liverpool Street, London, EC2M 2RH, UK


ITINERARY

13:00 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)

13:30 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
Andy Miller, Analyst, Benchmark Mineral Intelligence


UPSTREAM PUBLIC COMPANY SPEAKERS

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

14:00 Neometals: Chris Reed, MD (Lithium //Australia)

14:15 Lithium X Energy Corp: Brian Paes Braga, CEO (Lithium // US / Argentina)

14:30 Avalon Advanced Materials: Don Bubar, President / CEO (Lithium // Canada)

14:45 Black Rock Mining: Steve Tambanis, Managing Director (Graphite // Tanzania)

15:00 Ontario Graphite Ltd: Tom Burkett, CEO (Canada)

15:15 Talga Resources: (Graphite, Graphene) Mark Thompson (Germany / Sweden)


SHORT COFFEE BREAK

SESSION TWO


DOWNSTREAM

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

16:00 The Future for Electric Vehicles Patrick Hummel, Head of UBS Auto Research

16:25 Prospects for the Utility Storage Market Dr. Cornelius Pieper, Partner & Managing Director, The Boston Consulting Group


Q&A PANEL SESSION

16:50 Q&A Panel session with all speakers

17:30 Finish


OFFSITE DRINKS RECEPTION


17:30 Networking drinks at All Bar One, Appold Street
Networking opportunity to meet the sponsors and speakers, located within a 5 minute walk of the venue, the other side of Broadgate Circus.

FULLY SUBSCRIBED


Access open to Benchmark Members Only.

To become a member email David Colbourne at: dcolbourn@benchmarkminerals.com

SPEAKERS

SIMON MOORES, MD
Benchmark Minerals
ANDREW MILLER, ANALYST
Benchmark Minerals
DR. CORNELIUS PIEPER, MD
The Boston Consulting Group
PATRICK HUMMEL, HEAD OF AUTO RESEARCH
UBS
BRIAN PAES BRAGA, CEO
Lithium X
STEVE TAMBANIS, MD
Black Rock Mining
CHRIS REED, MD
Neometals
MARK THOMPSON, MD
Talga Resources
TOM BURKETT, CEO
Ontario Graphite Ltd
DON BUBAR, President & CEO
Avalon Rare Metals

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