Matthew McGuire

Energy Transition Disrupted: Powering through EV Supply Chain Uncertainties. 

❖ Understanding where structural deficits and surpluses exist in critical material supply chains

❖ The importance of securing an entire battery supply chain through diversity, resilience, and sustainability

❖ Creating a green premium: Building a market for supplies that ensures quality control starts at the mine site and continues through extraction

❖Asia Pacific's role in the global race to 300TWh deployed capacity

❖Shifting thinking from GWh to TWh for true Net Zero by 2050

❖What is the pipeline of gigafactory development and what factors will determine their speed to market, size, nature & location?

❖Understanding the role of the automotive industry  in the era of EVs and the global critical mineral supply chain

❖Exploring lithium ion battery penetration across passenger, commercial and alternative mobility markets, as well as other energy storage systems applications

❖Analysis of how different approaches to policy, finance and activity across the region have developed some of the world’s most important battery hubs

Indonesia Spotlight
❖Building a world class nickel supply base
❖Ensuring sustainability and downstream development

Korea Spotlight
❖Korean expertise in the anode, cathode and gigafactory ecosystem
❖Balancing geopolitical relationships between China and US

China Spotlight
❖Exploring the dominant role of Chinese OEMs and battery manufacturers
❖Understanding China’s approach to regional and global geopolitics
 

❖ Innovation in the chemistry and design from the cell pack to the anodes, cathodes, and how this will impact the critical materials required

❖ Natural and Synthetic Graphite Anodes and other anode feedstock supply markets

❖ Improvements in the structures and properties of cathode active materials

❖The importance of a closed loop for the lithium ion battery economy

❖What can policy makers, OEMs and other stakeholders be doing now to improve circularity?

❖Pyrometallurgical, hydrometallurgical or direct recycling processes: What are the new technologies that are impacting recovery rates and purity of recycled critical materials?

❖Adding balance to the market? What is the true potential supply and when will it be available?

Speakers to be confirmed

❖Dig & ship versus downstream development

❖Maintaining Australia reputation as a leading global mining jurisdiction

❖Aligning policy, investment and industry to support the energy transition and provide Australian prosperity

❖ Attracting capital to battery and critical mineral projects in an environment of higher inflation and interest rates

❖ Understanding the capital market landscape available to players across the gigafactory supply chain

❖ Lithium diplomacy: Friendshoring and building global alliances through policy, trade and investment

❖ Understanding the global repercussions of the US Inflation Reduction Act and how leading jurisdictions are designing policy and incentive structures to mobilise finance and investment at pace and scale?

❖Supply: Current and Future Projects

❖Technologies: Unlocking New Resources

❖Demand: Lithium Carbonate, Hydroxide, Chloride and Sulphate

❖Costs: Market Bifurcation and Localization

Additional speakers to be confirmed

❖ Understanding key market themes and pricing challenges

❖ Examining the availability and sustainability of key cathode components

❖ What is the role of emerging technologies and how could it change the outlook?

Speakers to be confirmed

❖Understanding the current landscape of graphite production and forecasted challenges and opportunities

❖Natural graphite: Where is ex-China flake graphite in development? How are the spherical processing ambitions changing?

❖Synthetic graphite: How is the ex-China synthetic graphite and needle coke supply chain developing?

Additional speakers to be confirmed