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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 - 09:35 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 - 10:10 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

Session 2: Financing and developments in the lithium mining sector

10:10 - 10:25
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

10:25 - 10:50
New production of lithium – what is due on stream and when?
Tim Johnston,
President and CEO, Desert Lion Energy
10:50 - 10:55
Q&A
10:55 - 11:15
Morning refreshments
 11:15 - 11:35 The role of new technology in lithium junior mining
Martin Stephan,
Chief Executive Officer, President and Director, Rock Tech Lithium Inc
 11:35 - 11:40  Q&A
 11:40 - 12:00 Project update on a new lithium mine
Waldo Perez,President & CEO, Neolithium
 12:00 - 12:10  Q&A
 12:10 – 12:30 Speed networking session for junior mining firms and investors
 12:30 - 14:00 Networking lunch

Session 3: 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 Outlook for the cathode material industry in Asia outside China

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 Outlook for growth of the global electric vehicles industry
  • How will game-changing innovations shape future demand? – cathode materials, EV, ESS, portable electronics and more
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 4: Global developments in nickel and cobalt supplies

09:00 - 09:05

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

09:05 - 09:35

An update on potential cobalt and nickel junior mining projects: key advantages and how technologies help cut costs and improve safety

09:35 - 09:40

Q&A

09:40 - 10:00
Cobalt blues – Challenges for a technology enabling metal
  •   Value proposition of the CDI
  •   Outline of the cobalt market
  •   Major challenges for cobalt in the marketplace
  •   How the CDI protects market access
David Weight, President, The Cobalt Development 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, The Cobalt Development Institute
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
Substitution of battery metals
  • How sensitive are applications to higher prices? 
  • What will be the influence on other industries that use lithium, cobalt and nickel? – superalloys, stainless steel, chemicals, cutting tools
11:50 -12:00 Chairman’s closing remarks 
12:00 -14:00 Networking lunch
 14:00  End of conference

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