By continuing to use this site, you agree to our use of cookies.

Japan

In Japan? You can go to Argus Japan

X
Argus LiCoNi 2017
Argus LiCoNi Markets and Investment 2017

Day 1 | 12 September (Tuesday)
08:00 - 09:00

Registration and welcome refreshments

09:00 - 09:05

Opening remarks
Nigel Tunna,
Vice-President, Metals, Argus

Session 1: Global lithium markets and investments in the Li-ion battery supply chain

 09:05 - 09:30 An update on Galaxy’s key lithium projects
Anthony Tse, Managing Director and CEO, Galaxy Resources
 09:30 - 09:40
Neo Lithium: The next major lithium discovery
Constantine Karayannopoulos,
Chairman, Neolithium
 09:40 - 09:45 Q&A
 09:45 - 10:05 Insights into investments in the LiCoNi sectors
  • Opportunities and risks in investment in junior mining for lithium, cobalt and nickel, as well as industries in the battery value chain (cathode, processing, EV etc)
  • What investors are looking for — a walkthrough in investors’ shoes
Alberto Migliucci, CEO & Founder, Petra Commodities
10:05 - 10:20
Keynote panel discussion on investment in the battery metals sector
  • Trends in M&A for the minor metals industry in Asia-Pacific
  • Is the battery metals sector the right target for large funds?
  • What are the key metrics to look at in the evaluation of LiCoNi investment projects?
  • Why are Singapore and Australia important markets for capital funds?
  • What is the make-up of a high-value mining project

Panelists:
Alberto Migliucci, CEO & Founder, Petra Commodities
Robert Adair, Director,
International Equities & Fund Manager, UOB Asset Management
Graeme Robertson,
Chairman & CEO, Intrasia Capital
Ana Cabral-Gardner,
Managing Partner, A10 Investimentos

10:20 - 10:40
Project update on a new lithium mine
Martin Stephan,
Chief Executive Officer, President and Director, Rock Tech Lithium Inc
10:40 - 10:45
Q&A
10:45 - 11:00
Morning refreshments
11:00 - 11:15 Discovering tomorrow’s renewable energy today
Andrew Tunks,
CEO, Auroch Minerals
11:15 - 11:25 Q&A
11:25 - 11:40 Lepidico – Developing new sources of lithium
Gavin Becker,
General Manager of Business Development, Lepidico
11:40 - 11:50 Q&A
11:50 - 12:10
Huayou’s cobalt project
Chen Xuehua, Chairman, Zhejiang Huayou Cobalt
12:10 - 12:15 Q&A
12:15 - 14:00
 Networking lunch

Session 2: Trends and developments in the Li-ion downstream sectors

14:00 - 14:30 The current and future outlook for cathode material technology and its key elements in China
Gao Yuan,
President & CEO, Pulead Technology Industry
14:30 - 15:00 The battery market in Brazil: BYD as a disruptive force driving changes in the EVs and energy storage industry
Ana Cabral-Gardner,
Managing Partner, A10 Investimentos

15:00 - 15:10

Q&A
15:10 - 15:30

Afternoon refreshments

15:30 - 16:00 Key trends in global Li-ion battery technology and applications
Bernardino Ricci, 
Director, Corporate Planning Team, Strategy Planning Group,Samsung SDI
16:00 - 16:20
Pricing trends in LiCoNi metals and chemicals in China
Vicky Zhao, 
Market Analyst for Battery Metals, Argus
16:20 - 16:50
The Lithium market to 2025 – Future demand drivers
  • Overview of the market
  • Developments in the European automotive sector 
  • Trends in the lithium market: Company consolidation and developments in Chile and Bolivia
Michael Schmidt, Research Associate, German Mineral Resources Agency (DERA)
16:50 - 17:00 Q&A
17:00 - 17:05  Chairman’s closing remarks
17:30 - 20:00 Conference cocktail reception

Day 2 | 13 September (Wednesday)
08:30 - 09:00
Welcome refreshments

Session 3: Global developments in nickel and cobalt supplies

09:00 - 09:05

Chairman’s remarks
Nigel Tunna,
Vice-President, Metals, Argus

09:05 - 09:35
Outlook for the lithium metal markets

  • What do the fundamentals tell us? – the current supply demand balance in the lithium markets
  • Will there be sufficient raw materials to support the expected demand for Li-ion batteries?
  • Is there a need for an international index for lithium?
Mark Seddon, Senior Manager, Argus Consulting Services (Metals), Argus
09:35 - 09:40

Q&A

09:40 - 10:00
Cobalt blues – Challenges for a technology enabling metal
  •   Value proposition of the CI
  •   Outline of the cobalt market
  •   Major challenges for cobalt in the marketplace
  •   How the CI protects market access
David Weight, President, Cobalt Institute
10:00 - 10:20 Panel discussion: cobalt and nickel metals supply picture, market structure and policy updates
  • Should we be worried? - hedge funds and speculators are reported to have stockpiled nearly 20pc of global cobalt production
  • Assessing mining policies in Indonesia and the Philippines
  • Will there be sufficient raw materials to support the expected demand for Li-ion batteries?
  • What do the fundamentals tell us? – the current supply demand balance in the cobalt and nickel markets
  • Is political instability in the Democratic Republic of Congo and the issue of conflict?
  • New production of cobalt– what is due on stream and when?
Chairman: David Weight, President, Cobalt Institute
Panelists:

Mark Seddon, Senior Manager, Argus Consulting Services (Metals), Argus
Mike Tamlin, Chief Operating Officer, Neometals
Xu Aidong, Secretary General, China Nonferrous Metals Industry Association Cobalt Branch
10:20 - 10:45
Cobalt recovery from lithium-ion batteries from consumer electronic devices
Mike Tamlin,
Chief Operating Officer, Neometals
10:45 - 10:50

Q&A

10:50 - 11:20 Morning refreshments
11:20 - 11:50
Outlook for the cobalt and nickel markets in China
Xu Aidong, Secretary General, China Nonferrous Metals Industry Association Cobalt Branch
11:50 -11:55 Q&A
11:55 -12:00
Chairman’s closing remarks 
12:00 -14:00 Networking lunch
 14:00 End of conference

Singapore-based companies stand to enjoy a 40% cash payout or 400% tax deduction when their staff attend any Argus conferences held in Singapore.

Click here for more information

Download the complimentary Argus whitepaper on the lithium market to discover more about global lithium reserves, lithium demand and cobalt prices.

 Download here

              

Desert Lion Energy Logo

Rocktech Lithium Inc Logo

Neo Lithium Logo

Galaxy Lithium Logo

Auroch Minerals Logo

Prospect Resources Logo

Lepidico

HKIMA
CI170
16CMW official supporter
CMW16 offcial supporter