Benchmark | Tokyo 2016

Tokyo, Japan | Thursday 15 September
PARK HYATT TOKYO 3-7-1-2 Nishi Shinjuku, Shinjuku-Ku Tokyo, Japan, 163-1055


PROVISIONAL ITINERARY

12:30 Lunch is served


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)

12:30 Lithium ion battery supply chain in an energy storage revolution

  • 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

13:00 LiB Materials: Market Trends

  • Cathode
  • Anode
  • Electrolyte
  • Separator
Yoshiaki Tanaka, Senior Associate, Yano Research

13:30 Cathodes & Anodes: Entering the advanced lithium ion era

  • Anode market trends: introducing silicon
  • Cathode trends and consumption expectations
  • Raw material impact: graphite, lithium carbonate and lithium hydroxide
  • Separator
Andrew Miller, Analyst, Benchmark Mineral Inteligence


UPSTREAM PUBLIC COMPANY SPEAKERS

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

14:0 Black Rock Mining: Steve Tambanis, Managing Director (Graphite // Tanzania)

14:20 Neometals: Mike Tamlin, COO (Lithium // Australia)

Q&A PANEL SESSION

14:40 Q&A Panel session with all speakers

15:00 Finish


YOU MISSED IT


Registration is now closed

SPEAKERS

SIMON MOORES, MD
Benchmark Minerals
ANDREW MILLER, ANALYST
Benchmark Minerals
MIKE TAMLIN, COO
Neometals
STEVE TAMBANIS, MD
Black Rock Mining
YOSHIAKI TANAKA, SENIOR ASSOCIATE
Yano Research

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