Emerging investment opportunities in the battery value chain
The battery industry is entering a new phase of maturity. At the same time, evolving policy, rapidly growing power demand from artificial intelligence data centres and efforts to develop supply chains outside China are disrupting established market dynamics.
In the build up to LME Week, join CRU for a focused breakfast seminar exploring the forces shaping the next era of battery demand and investment. Our experts will examine novel routes through the battery supply chain, the expanding role of battery energy storage systems and the prospects for building competitive midstream and cell manufacturing capacity outside China.
Agenda
08:30 Registration open
09:00 Opportunities in a shock-prone world
Charlie Durant, Research Manager, CRU
09:10 Can localisation policies reshape the battery midstream
Sam Adham, Head of Battery Materials, CRU
09:20 How new technologies will influence demand for battery metals
Max Reid, Head of Battery Costs Analysis & Forecasts, CRU
09:30 Case study: Technical and economic feasibility of lithium refining in developing countries
Angus Odling, Consultant, CRU
09:50 Monitoring metals markets: what 2026 has in store for lithium, cobalt, nickel, rare earths, and the battery value chain
Martin Jackson, Head of Battery Materials Markets, CRU
Piyush Goel, Consultant, CRU
Thomas Matthews, Lead, Cobalt Market Services, CRU
Nikhil Shah, Principal, Nickel Market Service, CRU
10:20 Q&A
10:30 Networking
11:00 Finish
Speakers
Who should attend?
This seminar is designed for investors, battery manufacturers, miners, technology providers, policymakers and other organisations seeking to understand emerging opportunities across the global battery value chain.
Register your interest
