Cambridge EnerTech’s

Battery Raw Materials and Recycling

Building Resilient and Circular Battery Materials Supply Chains

March 15, 2027 ALL TIMES EDT

As global demand for batteries continues to grow across electric vehicles, energy storage, defense, and consumer electronics, securing a resilient and sustainable supply of battery materials has never been more important. This symposium explores the complete battery materials value chain, from sourcing through manufacturing, recycling, and second-life applications. Industry leaders will discuss market trends, advances in processing and recycling technologies, supply chain resilience, regulatory developments, and strategies for building a circular battery economy.

Preliminary Agenda

Session Block

RAW MATERIALS, SUPPLY CHAIN, AND ECONOMICS

Diversification is not a Supply Chain: What it Takes to Make Battery Raw Materials Strategies Work

Photo of Myriam El Kara, Founder & CEO, Sterling Acumen , Founder & CEO , Sterling Acumen Pte. Ltd. — Myriam El Kara, Founder & CEO, Sterling Acumen , Founder & CEO , Sterling Acumen Pte. Ltd.

Governments and manufacturers are seeking to diversify battery raw material supply while imposing increasingly complex requirements around origin, ownership, processing location and supply-chain security. But identifying alternative supply is not the same as building an executable supply chain. This presentation examines how offtake, financing, local processing requirements, competing buyers and mineral-market structures determine which diversification strategies can actually work, and where policy ambition collides with project economics.

Pricing in the Era of Supply Chain Realignment

Photo of Christopher Davis, Regional Director, Metals Pricing Americas, S&P Global , Director , Metals Pricing Americas , S&P Global Energy — Christopher Davis, Regional Director, Metals Pricing Americas, S&P Global , Director , Metals Pricing Americas , S&P Global Energy

The New Inconvenient Truth

Photo of Grayson Shor, Executive Director, The Pacific Northwest Battery Collaborative; Co-Founder, Buckstop , Co-Founder , Buckstop — Grayson Shor, Executive Director, The Pacific Northwest Battery Collaborative; Co-Founder, Buckstop , Co-Founder , Buckstop

Twenty years after An Inconvenient Truth, the energy transition has its own: the minerals it needs are already above ground, and we're throwing them away. In 2022, e-waste held $91 billion in recoverable metals; we captured $28 billion. The barrier isn't recycling technology, it's price. Assets valued at zero don't form markets. This talk shows how measurable, defensible valuation turns end-of-life batteries and energy assets into mineral supply.

Value Creation through an Integrated Closed-Loop Partnership Strategy

Photo of Les Morgret, PhD, Head of Recycling, Commericial, R3 Lithium , Director of Recycling, Commercial , R3 Lithium — Les Morgret, PhD, Head of Recycling, Commericial, R3 Lithium , Director of Recycling, Commercial , R3 Lithium

Developing Carbon Accounting for Recycled (Secondary) Lithium

Photo of Tom Drabble, Global Sustainability Mgr, Intl Lithium Association ILiA , Global Sustainability Mgr , Intl Lithium Association ILiA — Tom Drabble, Global Sustainability Mgr, Intl Lithium Association ILiA , Global Sustainability Mgr , Intl Lithium Association ILiA

Can Localized Supply Chains Support Battery Affordability?

Photo of Max Reid, Head of Battery Technology and Costs, CRU Group , Head of Battery Technology and Costs , CRU Group — Max Reid, Head of Battery Technology and Costs, CRU Group , Head of Battery Technology and Costs , CRU Group

Policy and corporate strategies aim to localize battery supply chains in North America to reduce bottlenecks and bring economic benefits. However, investment into the supply chain has struggled to keep pace with gigafactory scale-up, resulting in a high reliance on imports of components and materials. This presentation will explore the challenges to localized battery supply chains in North America, and how innovation and policy can support greater levels of self-sufficiency.