This presentation will cover the SCQ framework in a fast-moving market as well as the current positioning and core trade-offs in tackling battery raw material risk. In addition, optimising potential OEM and miner investment behaviours and upstream vs. downstream requirements in supplier-consumer relationships V2.0 will be covered. Finally, potential breakthrough technologies to alleviate raw material supply challenges long-term will be addressed.

The huge demand for material will arise in the next few years in Europe, but there will be less material manufacturers in the EU. The EU will set up some regulations to develop a European value chain, but still need some support from Asian manufacturers who have experience with mass stable production with high quality. I will be sharing my proposal on how European manufacturers can cooperate with Asian manufacturers.

Euro Manganese Inc. is advancing steadily with the development of a strategic new source of ultra-high purity manganese products in the Czech Republic to serve Europe’s rapidly emerging lithium-ion battery ecosystem. These products will assure customers impeccable provenance and a minimal environmental footprint, as they will be made by reprocessing old mining waste. The Chvaletice Manganese Project is also unique in that it will result in the environmental remediation of a polluted site.

Vulcan Energy Resources is aiming to become the world’s first Zero Carbon Lithium™ producer, by producing a battery-quality lithium hydroxide chemical product with net zero carbon footprint from its combined geothermal and lithium resource, which is Europe’s largest
lithium resource, in Germany. It will fix lithium’s current problems for the EU market: a very high carbon and water footprint of production, and total reliance on imports, mostly from China.

The new energy transition demands new energy minerals, at scale. Syrah Resources owns and operates the world's largest natural graphite production facility in Mozambique. The company has delivered a base-load of supply feeding the lithium-ion battery anode market from 2018, and has since built and commissioned a Precursor plant in the U.S. Syrah continues to integrate production vertically, delivering Anode Active Material in 2021. Here we present supply-chain dynamics and outlook.

The impact of C-19 on the rollout of EVs is still to be fully understood, but in many large cities, the benefits have been clearly seen during 2020’s unprecedented lockdowns. Many believe this could even speed up the uptake of BEV use over the next decade, as we strive for cleaner air and a zero-carbon future. Nickel is a key constituent in the low carbon economy and could feed the rising demand miners need to aim to produce in the most environmentally friendly and sustainable way possible. Brazilian Nickel’s Piauí project will produce nickel and cobalt feeds for EV cathodes using a lower-cost, less energy-intensive, simple, and flexible heap leaching process. BRN is also looking at innovative ways to reduce the project carbon footprint as much as possible, with the ultimate vision of being carbon neutral.

The talk will focus on Ni demand projections by industry, update on Indonesian Ni projects. Possible impact of the Indonesian export ban will be elaborated and the Ni incentive price for bringing additional Ni units to the market will be examined.

Many growth forecasts for in the public domain already point to the challenge of producing enough nickel units required for the electrification of vehicles going forward. But if we are additionally to be selective about the nickel units to be used based on their environmental, social and governance aspects, then meeting that challenge becomes increasingly difficult. 

A look into the current situation in the battery raw materials markets and their outlook.

As Europe ramps up its plans for domestic cell manufacturing we look at what this means for upstream parts of the supply chain, including raw materials, precursors, cathode and anode supply. The EU commission have highlighted battery raw materials as a critical industry, but can Europe realistically fulfill this demand, and more importantly, will it have the capacity to process these materials?

This presentation will provide an SQM introduction covering online environmental monitoring in Salar de Atacama as well as life cycle analysis of lithium production routes and lithium market and demand outlook.

MRC acquired Skaland Graphite located in Norway in 2019 which is the highest-grade natural flake graphite producing mine globally and the largest graphite mine in the Europe Economic Area. The Company plans to develop a vertically integrated Active Anode Material Plant in Norway, using concentrate from the Skaland mine. MRC is developing an environmentally friendly process of non-hydrofluoric graphite purification, and along with access to Norway's low-cost renewable energy is targeting production of one of Europes lowest carbon footprint active anode materials. The company will adopt a staged modular approach to Anode production, before accelerated production growth and capacity expansion incorporating graphite concentrate from MRC’s Munglinup project in Australia. 

This presentation will discuss the main challenges facing the sustainable use of cobalt in the battery value chain, concerns over due diligence, and chemical safety. The presentation will highlight the steps the industry is taking to address these issues and provide certainty to the value chain.

The battery industry, car industry and grid storage industry all need a viable means to recover valuable metals from future used batteries but have limited options. They also need a viable means to process manufacturing scrap now. Processing needs to be scaleable and capable of operating in regional locations for compliance with international transport regulations. Neometals has developed a complete, modular package that extracts Cobalt, Lithium, Nickel and other materials that can be reused in battery manufacturing. Key features are small environmental footprint, compact dimensions, low capex and good operating economics that create a profit centre from an internal scrap processing operation.