Benchmark World Tour 2017

Vancouver, Canada

World Tour 2016: Where from the supply chain were delegates from?

33% upstream

9% downstream

58% investors

Vancouver | April 21st 2017

In association with:


08:30 Arrival / Networking

Keynotes: The role critical mineral supply chains in 21st century industrial evolution

09:00 Introduction from BMO Capital Markets
09:05 Rise of the lithium ion battery megafactories | What it means for lithium, graphite & cobalt - Simon Moores, Managing Director, Benchmark Mineral Intelligence
09:25 The rise & fall of lithium | +60 million tonnes of opportunity - Dr David Deak, CTO, Lithium Americas Former Senior Development Engineer at Tesla, Battery Supply Chain / Gigafactory
09:50 Electric Vehicles investing | weighing up risk versus reward - Edward Niedermeyer, Leading Auto Analyst / / Bloomberg View
10:10 Problems & opportunities with funding energy storage supply chains Chris Berry, President, House Mountain Partners
10:30 Coffee Break 15 mins

Session 2: Investing in the energy storage revolution: the gift and the curse

10:45 The cobalt conundrum and investment bottlenecks Caspar Rawles, Analyst, Benchmark Mineral Intelligence
11:05 Changing how the world makes lithium ion cathodes Dan Blondal, CEO, Nano One (Cathode Processing, Canada)
11:20 - 12:00 Q&A Session with all the speakers
12:00 - 13:00 Lunch Networking Session / Meet the Speakers

Field Trip | NanoOne cathode pilot plant

Places on the field trip are limited. If you would like to attend, please email Simon Moores on

13:00 Bus Leaves Fairmont Pacific Rim
13:45 Arrive at Nanoone Cathode Pilot Plant in Burnaby
14:00 Welcome Presentation, Tour overview
14:15 Tour of Laboratory
15:00 Tour of Pilot Plant
16:00 Return Bus Trip
17:00 Drinks Reception – Downtown Vancouver TBA
Download Agenda


Guest Speakers

David Deak

CTO, Lithium Americas

Chris Berry


Edward Niedermeyer


Simon Moores

MD, Benchmark

Andrew Miller

Analyst, Benchmark

Caspar Rawles

Analyst, Benchmark