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
08:00 Registration open
08:30 Opportunities in a shock-prone world
Charlie Durant, Research Manager, CRU
08:10 BESS: charging up investment opportunities
Ed Rackley, Head of Energy Storage, CRU
08:25 Can the West compete with Chinese EVs?
David Leah, Senior Analyst, CRU
08:40 Which chemistries will take the ion's share?
Max Reid, Head of Battery Costs Analysis & Forecasts, CRU
09:00 Panel - How bankable are investments in the battery value chain?
Martin Jackson, Head of Battery Materials Markets, CRU
Thomas Matthews, Lead, Cobalt Market Services, CRU
Nikhil Shah, Principal, Nickel Market Service, CRU
Sam Adham, Head of Battery Materials, CRU
09:40 Q&A
10:00 Networking
10:30 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
