Benchmark | Silicon Valley 2016

Silicon Valley, US | Thursday 6 October 2016
The Westin - 302 South Market Street, San Jose, California


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

13:50 Lithium: the realities of the bubble

  • Battery grade supply challenges for the next five years
  • How new battery demand will reshape the industry
  • Lithium price analysis and forecast
Joe Lowry, President, Global Lithium LLC


UPSTREAM PUBLIC COMPANY SPEAKERS

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

14:10 Pure Energy Minerals (lithium) Patrick Highsmith, CEO (Lithium in Nevada)

14:25 Lithium X Energy Corp Brian Paes Braga, CEO (Lithium in Argentina & Nevada)

14:40 Neometals Mike Tamlin, Commercial Manager (Lithium in Australia)

14:55 Syrah Resources (Australia) Tolga Kumova, MD (Graphite in Mozambique)

15:00 Nano One Meterials Dan Blondal, CEO (Energy storage material processing)

15:15 Alabama Graphite Corp Donald Baxter, CEO


Short 10 minute break

DOWNSTREAM

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

15:30 Lithium-ion battery demand: market by market analysis

  • Electric vehicle demand analysed: cars, buses and more
  • Energy storage market reviewed
  • Lithium ion cell forecast by chemistry
Sam Jaffe, MD, Cairn Energy Research Associates


Q&A PANEL SESSION

16:00 Q&A Panel session with all speakers

16:30 Finish


YOU MISSED IT


Registration is now closed

SPEAKERS

SIMON MOORES, MD
Benchmark Minerals
DONALD BAXTER, CEO
Alabama Graphite Corp
MIKE TAMLIN, COO
Neometals
DAN BLONDAL, CEO
Nano One Materials
SAM JAFFE, MD
Cairn Energy Research Associates
JOE LOWRY, PRESIDENT
Global Lithium LLC

PATRICK HIGHSMITH, CEO
Pure Energy Minerals (Lithium)
TOLGA KUMOVA, Managing Director
Syrah Resources
BRIAN PAES BRAGA, CEO
Lithium X

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