2021 proved to be a record breaking year for global equity financing, with EV supply chain companies some of the major participants in IPO activity. In the listed corporate space, collaboration continues to increase through the supply chain, as availability considerations become an increasingly important consideration. As 2022 evolves, investor perceptions are likely to remain volatile as technological and execution proof-points are met (or not), and changes in regulatory environments shift expectations around likely adoption paths, and where value is likely to be created through the value chain. Continued inflows into ESG investments continues supports capital raising opportunities across both public and private markets.

What should the market expect in terms of a supply response from battery raw material producers, what is the outlook for supply, demand and prices in these complicated and fast moving markets? The talk will look at recent developments in the battery raw materials, the impact it has had on the supply chain and the underlying trends in lithium, cobalt and nickel.

Russia's invasion of Ukraine triggered an intense short squeeze in March, pushing the London Metal Exchange three-month nickel price up 251% in just two days. Although the price has since retreated, it remains up 42% since the end of 2021. Will the price stay elevated for the rest of 2022 or come under pressure from expanding Indonesian output? This presentation will assess the nickel market performance through mid-2022 and provide our projections for plug-in electric vehicle sales, nickel demand, supply, and prices.

S&D, forecast for the next 10 years, discussion of market and industry trends and recent developments.

While the raw materials, which will be needed to help decarbonize our planet, are critical to achieve the objectives set by the Paris Agreement, an important stakeholder interest is that these raw materials should be mined sustainably. Life cycle assessment (LCA) of brine-based lithium is a key tool to reduce footprint going forward. The footprint of Argonne's lithium LCA will be presented both at cathode and cell level, as well as an update on SQM's sustainable development plan and global lithium demand.

Four years on from the last lithium market bubble, a lack of diversity in supply remains. This leaves the industry exposed to volatility, and putting the energy transition at risk. We will uncover what is changing: extraction technology, resources, producers, pricing arrangements, and political intervention. Advancements that will place lithium miners and refiners in a stronger position to support the widespread adoption of Li-ion batteries.

Brazilian Nickel PLC has the vision to produce ethical, carbon-negative nickel and cobalt for the world. Its Flagship Piauí Project is a nickel heap leach that is a low-cost and inherently low-carbon-footprint process. BRN is currently looking at innovative ways to reduce its CO₂ emissions even further. In this presentation, we will outline the project progress to date and the status of the ongoing carbon reduction strategies.

Syrah Resources owns and operates the world's largest integrated flake graphite operation in Balama, Mozambique. Syrah continues to scale up production and delivers significant volume into the Li-ion supply chain. The company is also active upstream and has developed a battery anode materials facility in Louisiana, USA, supporting US and EU sustainability, diversification, and localisation goals.
Here we share some insight into the dynamics and trends facing this critical material.

Lithium, cobalt, and nickel get the headlines, but there's another material that's just as crucial to the future of the battery industry: Manganese. Manganese is used in most batteries and consumption is set to increase dramatically with the coming introduction of high-manganese cathode materials. This talk will focus on the changing trends in the use of manganese and ESource's forecasts of manganese consumption by the battery industry.

A sustainable lithium-ion battery and electric vehicle industry relies on a both secure and green supply of critical raw materials. In this session, we will outline how Talga’s controlled Swedish natural graphite supply feeds its European-first Electric Vehicle Anode plant, demonstrating a localised model of anode production that can drive sustainability while retaining integrity over the entire supply chain. 

This presentation will provide a review of the Cobalt market and wider Cobalt industry in 2021, it will also look at trends into 2022 and beyond. The presentation will cover the role of Cobalt in the battery supply chain, Cobalt supply and demand, Cobalt recycling, and the responsible sourcing of Cobalt. It will be shown that Cobalt will form a critical part of the battery supply chain for years to come.

In order to reduce CO₂ emissions, not only cell production but also the production of materials with high CO₂ emissions must be done with renewable energy. Scandinavian countries such as Norway have widespread use of renewable energy and are suitable areas for reducing CO₂ emissions in the production process. In this seminar, we will introduce the strategy of Freyr, a Norwegian cell production company, to build a battery material value chain.

As battery manufacturing is being established in Europe – the supply of those giga factories is in a key position to set standards for responsibility and sustainability. It is no longer enough just to provide the origin of the supplied materials. Increased awareness will demand more detailed indicators from CO₂ footprint to social acceptance and environmental performance throughout the supply chain. None of these exist. Indicators and their traceability would provide the possibility for premium pricing for those exceeding the minimum requirements. At least it could provide end to the possibility to gain unfair competitive advantage by importing materials produced with lower standards.

Euro Manganese Inc. (EMN) is a Canadian battery materials company whose principal focus is the development of the Chvaletice Manganese Project. Strategically located in the heart of Europe, the project is designed to recycle valuable raw materials from extractive waste streams and historical industrial residues to produce high-purity manganese, an essential component of electric vehicle batteries.

In the light of the EU Battery directive OEMS and cell producers are facing challenges to facilitate required ESG information from their supply chains. Supporting companies at all stages of the Li-ion battery supply chain to enable information transparency, globally leading traceability provider Circulor offers a platform to make upstream information available to the downstream.