This panel examines the battery metals markets as we move towards further decarbonization. Demand for battery metals is on the rise while supply seems to be lagging and so panellists discuss how we can incentivize further exploration and investment to get supply up to a place where we need it. Panellists bring up the importance of OEMs getting involved in the industry, a trend that we currently see increasing.
The panel then looks at the growing discourse on integrated supply chains, the benefits vs the risks, and who is currently leading the way.
Moving on to pricing, the panellists look at lithium and other key battery materials and the dynamics they see in the market.
They then touch on battery chemistry – looking at the growing discourse around the LFP batteries and whether they see them gaining traction outside of China.
With supply uncertainty looming, the concept of recycling gets brought up as a potential source of battery metals supply.
And finally, the panel looks at the concept of net-zero carbon battery metals and the growing discourse around ESG.
Panellists:
Cormac O’Laoire, Managing Director, Electrios Energy
Allan Ray Restauro, Metals Analyst, Bloomberg NEF
Scott Yarham, Director, Metals – EMEA, S&P Global
Cameron Perks, Senior Analyst, Benchmark Mineral Intelligence
