Global Supply Chain for Battery Raw Materials, March 29-30, 2022

Cambridge EnerTech’s

Global Supply Chain for Battery Raw Materials

Balancing Supply, Demand & Costs for Battery Materials

MARCH 29 - 30, 2022 | ALL TIMES EDT

Understanding the complexities of the global supply chain for battery component materials from the mine to the market is critical to the continued growth of EVs internationally. The key drivers of end user demand with a focus on major new projects in the pipeline and how that demand will evolve over the near and long term will be presented. This conference will cover the global markets from multiple angles including advances in mining and processing with an emphasis on sourcing and cost control strategies by manufacturers with an outlook on the forecasted consumption trends for Asia, Europe and the United States. Don’t miss your opportunity to network with the major players within the global battery supply chain.

Tuesday, March 29

7:00 am Registration Open and Morning Coffee (Pre-Function West)



8:05 am

Organizer's Remarks

Craig Wohlers, Executive Director, Conferences, Cambridge Enertech
8:15 am

Supply Chain Security in the Lithium-Ion Economy

Andrew Miller, Chief Operating Officer, Benchmark Mineral Intelligence, Ltd.
8:45 am

Succeeding in Setting Up Robust Raw Materials Value Chains for Battery Markets

Ken Hoffman, Co-Head EV Battery Materials Research Group/Basic Materials Senior Expert, McKinsey & Co.

There has been a lot of discussion around the ability of raw materials value streams to meet the surge in battery demand. Understanding the raw materials value stream, the impact of ESG needs, and which partners to work with will drive success.  We will walk through all of these aspects.

9:15 am

Sustainability of the Battery Raw Materials Supply Chain

Walter van Schalkwijk, PhD, Affiliate Professor, University of Washington; Principal, Battery Sciences, Inc.

With electrification of vehicles being mandated by governments at several levels, battery manufacturing is switching into high gear. But will it be enough? With 1000% growth expected over the next 10 years the strain will be on raw materials and charging infrastructure. This presentation focuses on the materials. Most consideration goes to the middle of the battery supply chain: precursors and battery materials. The back end of the battery supply chain, mining, and smelting are not set up for this growth rate. These are also decidedly dirty, using a lot of fossil fuel for mining and transport, process water and chemicals to make battery material precursors, and have significant waste streams. The goal must be to create a long-term sustainable supply of critical raw materials for battery materials production, thus creating an efficient battery-electric vehicle supply chain. This presentation looks at the processes and improvements to the mining and development of battery raw materials such as cobalt, Class 1 nickel, manganese, copper, aluminum, phosphorous, and fluorine. There is an examination of pre-treatment technology for nickel and cobalt to prepare the materials to the requirement of nickel-rich cathodes. These developments discussed are a major step towards sustainable battery material production, which car manufacturers and customers are demanding.

9:45 am Networking Coffee Break (Pre-Function West)
10:15 am

The Importance of Innovation in Cathode Precursors for Growth of LIBs

Yuan Gao, Vice Chairman of the Board, Pulead Technology Industry Co. Ltd.

When innovation is mentioned people usually refer it to new products or new applications. This is absolutely necessary in the cathode precursor space. To sustain the rapid growth of LIBs, innovation is also needed in supply chain management including sourcing previously untapped raw materials as well as employing new process technologies to sustain the unprecedented growth. At this conference, we will discuss both areas — pushing the envelope on both the product and raw materials technologies.

10:45 am

Localizing the Supply of Anode Materials for a Sustainable Robust Value Chain

Bridget Catherine Deveney, Director of R&D, Vianode

The manufacturing of battery materials, particularly active anode materials, is highly concentrated in Asia. This leaves the non-Asian battery industry vulnerable to supply chain interruption due to unforeseeable global events. This presentation discusses how Vianode is producing high volume competitive anode materials with state of the art performance outside Asia. The Vianode production in Norway offers a substantial improvement in efficiency and sustainability. The next step in anode material sustainability, graphite recycling, where Vianode is moving to pilot scale will also be discussed.


11:15 am

Sustainable Cobalt – Driving the Green Transition

Adam McCarthy, President, Cobalt Institute

Cobalt and its compounds play a vital role in the technologies that will decarbonise our world.  In this presentation, the role of cobalt in the green transition and the wider circular economy will be discussed, and opportunities to create sustainable cobalt value chains explored.  Through its responsible extraction and use, cobalt can enable the technologies needed to achieve our essential net-zero ambitions.

Jeremy Schrooten, PhD, Vice President, Technology, Anovion Battery Materials
Ian McCallum, MBA, Chief Growth Officer, Anovion Battery Materials

With a state-of-the-art, commercial production facility in the Unites States, Pyrotek offers synthetic graphite with the highest level of environmental sustainability.  Pyrotek supplies graphite to American battery producers and is growing its production capacity to support the localization of lithium-ion cell production.

12:15 pm Grand Opening Luncheon in the Exhibit Hall (Sponsorship Available) (Pacifica 6)
2:25 pm Dessert Break in the Exhibit Hall with Poster Viewing (Pacifica 7-12)



1:45 pm

Shep Wolsky Battery Innovator Award Presentation

Craig Wohlers, Executive Director, Conferences, Cambridge Enertech
1:50 pm

LG's Vision of Electrification: Innovation, Evolution, and Collaboration

Denise Gray, President, LG Energy Solution Michigan, Inc., Tech Center

Battery technology innovation has been an enabler for alternative propulsions and mobility solutions. The baseline has been established, but, the outlook is limitless. Amazing researchers and engineers have developed the technology to meet propulsion and mobility requirements. The mobility solutions available to the consumers will be breathtaking.  

2:20 pm

More than a Million Miles and a Century of Life

Jeff Dahn, FRSC, PhD, Professor of Physics and Atmospheric Science, NSERC/Tesla Canada Industrial Research Chair, Canada Research Chair, Dalhousie University

Lithium-ion cells can have incredible cycle (>10,000) and calendar lives (>40 years). I will explain how such long-lived cells can be made. The common belief is that only 800 charge-discharge cycles is enough for EVs so why do we need such amazing cells? Ninety percent of all Li-ion cells produced in 2030 will be used in EVs, so vehicle to grid storage is absolutely required to incorporate more renewables on the grid to reduce dependency on fossil fuels. Such awesome Li-ion cells are needed so EV batteries can support a large fraction of their charge-discharge cycles while parked.

2:50 pm

Keynote Panel Discussion: Overcoming the Challenges of Meeting Global Demand for Sustainably Scaled Advanced Battery Materials

Panel Moderator:
Vineet Mehta, Director, Battery Technology & Powertrain Architecture, Tesla

The demand for advanced batteries continues to grow exponentially driven by electric vehicles as well stationary storage. Creating a sustainable supply of battery materials at a global scale is critical to success. This panel of experts will explore the pathway to sustainability through new materials development, recycling, 2nd use enabled by exceptional lifetime, and sustainable mining.

JB Straubel, Co-Founder & CEO, Redwood Materials
Jeff Dahn, FRSC, PhD, Professor of Physics and Atmospheric Science, NSERC/Tesla Canada Industrial Research Chair, Canada Research Chair, Dalhousie University
Jeffrey S. Spangenberger, Director, ReCell Center, Argonne National Laboratory
3:30 pm Transition to Conference Programs



3:40 pm

Chairperson's Remarks

Adam McCarthy, President, Cobalt Institute
3:45 pm

A Less Carbon-Intensive World through SQM's Brine-Based Lithium

Stefan Debruyne, Director, Business Development, Lithium, SQM International
Veronica Gautier, Chief of Innovation, SQM

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.

4:15 pm

EV Sales Review of 2021 and Forecast of 2022, Expectations Going Forward and Implications on Battery Demand

Viktor Irle, Co-Founder & Market Analyst, EV Volumes

The EV Sales Review of 2021 and 2022, Expectations Going Forward and Implications on Battery Demand presentation will share the latest insights from collecting the facts in the EV industry.You will understand the best sellers, which countries and regions are doing to most for EV adoption, and what to expect in the future, both short term, and long term. These forecasts will also be translated into the battery demand.

4:45 pm

Subsea Mining for Cobalt, Manganese and Rare Earths

David Steven Jacoby, Senior Fellow, Institute for Sustainable Energy, Boston University
Duncan Blount, Advisory Board Memeber, Ocean Minerals, LLC

An inadequate supply of ethically sourceable terrestrial cobalt and nickel brings sea-based mining to the fore. This session will explain why subsea mining has come of age, and forecasts the trajectory of one of the emerging mining companies in the space. The presenters will detail technical and commercial aspects of planned mining and processing operations, and what its rapid emergence means for the global battery market.

5:15 pm Welcome Reception in the Exhibit Hall with Poster Viewing (Pacifica 7-12)
6:30 pm Interactive Roundtable Discussions (Pacifica 6)

Roundtable discussions are informal, moderated discussions with brainstorming and interactive problem solving, allowing participants from diverse backgrounds to exchange ideas and experiences and develop future collaborations around a focused topic.

TABLE 1: Battery Raw Materials Supply Chain

Robert M. Privette, Manager, Business Development, Rechargeable Battery Materials North America, Umicore USA, Inc.

TABLE 2: Li-Ion NMC Fast Charging New Cells for E-Mobility

Shmuel De-Leon, CEO, Shmuel De-Leon Energy Ltd.

TABLE 3: Li-Ion Battery Safety: Prediction, Prevention, Levels and Legalities

John Zhang, PhD, Senior Technology Executive Officer, Asahi Kasei SSBU Polypore, Celgard LLC

TABLE 4: Silicon Anodes and Cells

Benjamin Park, PhD, Founder & CTO, Enevate Corp.

Table 5: Electrolyte Developments: New Components and Approaches

Sam Jaffe, Vice President, Battery Solutions, ESource

Table 6: Battery Pack System Cost and Safety – Will Future xEV Battery Packs Increase in Complexity or Simplify and How Will Cost and Safety Be Impacted?

Kevin Konecky, Battery and Energy Storage Systems Consultant, Total Battery Consulting

Table 7: Battery Degradation and Safety

Craig B. Arnold, PhD, Professor, Mechanical & Aerospace Engineering, Princeton University
John Williams, Vice President, Technical Services, Aspen Aerogels
  • When designing for thermal runaway, should we assume active cooling is available?
  • Have you seen ineffective gas management undermine defenses against thermal propagation?
  • Do you think stopping, rather than delaying, thermal propagation is a realistic goal?
7:15 pm Close of Day

Wednesday, March 30

7:45 am Registration Open & Morning Coffee (Pre-Function West)



8:25 am

Chairperson's Remarks

David Steven Jacoby, Senior Fellow, Institute for Sustainable Energy, Boston University
8:30 am

The ReCell Center: An Update on Advanced Battery Recycling 

Jeffrey S. Spangenberger, Director, ReCell Center, Argonne National Laboratory

This presentation will provide a general discussion on the current state of lithium-ion battery recycling and work that is being pursued by the ReCell Center, an advanced battery recycling effort funded by the Vehicle Technologies Office of the U.S. Department of Energy.  The ReCell Center is working toward more economically attractive recycling technologies to enable lower costs for future batteries and to help bolster the materials supply chain.

9:00 am

North American Lithium-Ion Battery Supply Chain Database

Ahmad A. Pesaran, PhD, Chief Energy Storage Engineer, National Renewable Energy Laboratory

NAATBatt International supported NREL to develop a database of companies supplying goods, equipment, and services that manufacture or reuse/recycle battery packs and cells in North America. The purpose was to identify strengths and gaps so private-government partnerships could formulate strategies to have a competitive LIB supply chain. NREL published the first version of this database. The database includes companies doing business in materials, cells, packs, and end of life management with a manufacturing facility in North America. In addition, companies engaged in LIB battery modeling, distribution, service and repair, and R&D are also included. Database summaries will be shared.

Thanh Nguyen, MBA, Senior Vice President, Deployment, 6K

Any practical approach to domestic (or so-called “on-shored”) battery material production must be characterized by low production cost at scale, low environmental impact relative to today’s legacy processes, and the flexibility to adapt to the rapidly changing chemistry landscape.  In particular, in light of the huge increases in volume coming with widespread EV adoption, sustainability will become absolutely critical. Success in these three areas will reduce the reliance on foreign dependence of battery materials, and as such reduce the logistical costs and supply uncertainty that this entails. In this presentation, we will discuss a unique plasma process that successfully addresses all these critical elements as well as having the capability to process and upcycle end of life battery materials in the same cost effective, clean and domestic manner. The new process enables the next-generation of materials in the energy, transportation, and industrial sectors by displacing costly and wasteful legacy manufacturing approaches with a lower cost, sustainable production technology that can be implemented near the customer anywhere in the world.

10:00 am Coffee Break in the Exhibit Hall with Poster Viewing (Pacifica 7-12)
Matt James, CEO, Euro Manganese, Inc.

Euro Manganese (EMN) is a Canadian battery materials company developing the Chvaletice Manganese Project, strategically located in the heart of Europe. In this session, EMN President and CEO, Matt James, will discuss how the Chvaletice project stands to become the EU’s only primary producer of battery-grade manganese products, and an integral and sustainable part of Europe’s battery materials supply chain, while contributing to the local economy and EU's green goals.

11:15 am

Direct Plasma Recycling of Lithium-Ion Batteries

Chao Yan, PhD, Co-Founder & CEO, Princeton NuEnergy

Princeton NuEnergy (PNE) has developed a novel, low-cost, and acid-free direct battery recycling technology for recycling and regenerating used lithium-ion batteries (LIBs) from electric vehicles (EVs), portable electronics, and other energy storage devices. This direct recycling technology will accelerate the electrification of transportation by increasing the commercial viability of EVs, reducing battery cost, and providing a steady supply of battery material to the manufacturing process.

11:45 am

The Reintegration of Recycled Materials into New Battery Supply Chain

Tomasz Poznar, PhD, Vice President, Strategy, Ascend Elements

Battery Resourcers offers a fundamentally new approach to battery material supply chain. Review of technological barriers of returning 100% of active material back into new batteries. Discuss solutions from a supplier-OEM partnership and entire market perspectives.


Jan Pfeifer, Engagement Manager, Advisory, Hatch

The decarbonization of the transportation sector is the biggest challenge of our times—this is no easy task. It is envisioned that BEVs will be at the forefront of replacing ICE technologies. To understand the magnitude of the challenge, it is important to understand where we start from. Hatch will provide an overview of the battery value chain in North America, its challenges, and what companies can do to overcome them.

12:45 pm Networking Luncheon (Sponsorship Available) (Pacifica 6)
1:45 pm Dessert Break in the Exhibit Hall with Poster Viewing (Pacifica 7-12)



2:25 pm

Organizer's Remarks

Craig Wohlers, Executive Director, Conferences, Cambridge Enertech

Building Gigafactories – Lessons Learned and the Future of EV Battery Manufacturing

Panel Moderator:
Celina Mikolajczak, Chief Manufacturing Officer, QuantumScape

The transition to vehicle electrification has generated a rapidly increasing demand for battery cells and packs. The key to producing cells at the volumes that will be required will be the building and implementation of gigafactories on a global scale. This panel of international experts who have been directly involved in building existing gigafactories will share their insights on what they have learned and how they see the future of electrification.

Hailong Ning, PhD, Head of Battery Manufacturing Technology and Engineering, Nio
Kenzo Nagai, Process Engineer, Cell Engineering, Hatch
Ken Zemach, PhD, Vice President Quality, Northvolt
Victor Prajapati, PhD, Senior Director, Cell Engineering, Rivian
Evan Horetsky, Partner, Mckinsey & Company
3:30 pm Refreshment Break in the Exhibit Hall with Poster Viewing (Pacifica 7-12)
4:15 pm Close of Global Supply Chain for Battery Raw Materials Track