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Argus Lithium, Cobalt and Nickel Markets and Investment 2017

Argus Lithium, Cobalt and Nickel (LiCoNi) Markets and Investments 2017 will be held in Singapore over 12-13 September. This is an ideal platform for junior mining firms to showcase their current and future lithium projects before investors who are eyeing opportunities along the Li-ion battery supply chain.

This event will also feature unparalleled market intelligence over one and a half days on how the supply chain for Li-ion battery metals evolves, what new innovations in the downstream sectors are shaping future demand for metals and how the supply picture for raw materials will develop going forward.

Join us in Singapore in the heart of Asia and meet mining firms, consumers and investors.

 Download the conference brochure

Featured speakers

Dr Ricci
Gao Yuan
David Weight
alberto

Bernardino Ricci
Samsung SDI

  


Gao Yuan     
Pulead
Technology
Industry



David Weight
The Cobalt
Development
Institute


Alberto Migliucci
Petra Commodities




View the full speakers list 


Key highlights

  • Will there be sufficient raw materials to support the expected demand for Li-ion batteries?
  • What will be the influence on other industries that use lithium cobalt and nickel? – superalloys, stainless steel, chemicals, cutting tools, ceramics and glass
  • Should we be worried? - hedge funds and speculators are reported to have stockpiled nearly 20pc of global cobalt production
  • How will game-changing innovations shape future demand? – cathode materials, EV, ESS, portable electronics and more
  • What do the fundamentals tell us? – the current supply-demand balance in the lithium, cobalt and nickel markets
  • Is political instability in the Democratic Republic of Congo and the issue of conflict minerals a threat to cobalt supplies?
  • New production of lithium, cobalt and nickel – what is due on stream and when?
  • Recycling of Li-ion batteries – what influence will it have on supplies?
  • Substitution – how sensitive are applications to higher prices?
  • Is there a need for an international index for lithium?


Delegate geographic breakdown


Delegate geographic breakdown

Who you will meet

attendee profile 637 final




Day 1 | 12 September (Tuesday)
08:00 - 09:00

Registration and welcome refreshments

09:00 - 09:05

Opening remarks
Nigel Tunna,
Vice-President, Metals, Argus

Session 1: Global lithium markets and investments in the Li-ion battery supply chain

 09:05 - 09:30 An update on Galaxy’s key lithium projects
Anthony Tse, Managing Director and CEO, Galaxy Resources
 09:30 - 09:40
Neo Lithium: The next major lithium discovery
Constantine Karayannopoulos,
Chairman, Neolithium
 09:40 - 09:45 Q&A
 09:45 - 10:05 Insights into investments in the LiCoNi sectors
  • Opportunities and risks in investment in junior mining for lithium, cobalt and nickel, as well as industries in the battery value chain (cathode, processing, EV etc)
  • What investors are looking for — a walkthrough in investors’ shoes
Alberto Migliucci, CEO & Founder, Petra Commodities
10:05 - 10:20
Keynote panel discussion on investment in the battery metals sector
  • Trends in M&A for the minor metals industry in Asia-Pacific
  • Is the battery metals sector the right target for large funds?
  • What are the key metrics to look at in the evaluation of LiCoNi investment projects?
  • Why are Singapore and Australia important markets for capital funds?
  • What is the make-up of a high-value mining project

Panelists:
Alberto Migliucci, CEO & Founder, Petra Commodities
Robert Adair, Director,
International Equities & Fund Manager, UOB Asset Management
Graeme Robertson,
Chairman & CEO, Intrasia Capital
Ana Cabral-Gardner,
Managing Partner, A10 Investimentos

10:20 - 10:40
Project update on a new lithium mine
Martin Stephan,
Chief Executive Officer, President and Director, Rock Tech Lithium Inc
10:40 - 10:45
Q&A
10:45 - 11:00
Morning refreshments
11:00 - 11:15 Discovering tomorrow’s renewable energy today
Andrew Tunks,
CEO, Auroch Minerals
11:15 - 11:25 Q&A
11:25 - 11:40 Lepidico – Developing new sources of lithium
Gavin Becker,
General Manager of Business Development, Lepidico
11:40 - 11:50 Q&A
11:50 - 12:10
Huayou’s cobalt project
Chen Xuehua, Chairman, Zhejiang Huayou Cobalt
12:10 - 12:15 Q&A
12:15 - 14:00
 Networking lunch

Session 2: Trends and developments in the Li-ion downstream sectors

14:00 - 14:30 The current and future outlook for cathode material technology and its key elements in China
Gao Yuan,
President & CEO, Pulead Technology Industry
14:30 - 15:00 The battery market in Brazil: BYD as a disruptive force driving changes in the EVs and energy storage industry
Ana Cabral-Gardner,
Managing Partner, A10 Investimentos

15:00 - 15:10

Q&A
15:10 - 15:30

Afternoon refreshments

15:30 - 16:00 Key trends in global Li-ion battery technology and applications
Bernardino Ricci, 
Director, Corporate Planning Team, Strategy Planning Group,Samsung SDI
16:00 - 16:20
Pricing trends in LiCoNi metals and chemicals in China
Vicky Zhao, 
Market Analyst for Battery Metals, Argus
16:20 - 16:50
The Lithium market to 2025 – Future demand drivers
  • Overview of the market
  • Developments in the European automotive sector 
  • Trends in the lithium market: Company consolidation and developments in Chile and Bolivia
Michael Schmidt, Research Associate, German Mineral Resources Agency (DERA)
16:50 - 17:00 Q&A
17:00 - 17:05  Chairman’s closing remarks
17:30 - 20:00 Conference cocktail reception

Day 2 | 13 September (Wednesday)
08:30 - 09:00
Welcome refreshments

Session 3: Global developments in nickel and cobalt supplies

09:00 - 09:05

Chairman’s remarks
Nigel Tunna,
Vice-President, Metals, Argus

09:05 - 09:35
Outlook for the lithium metal markets

  • What do the fundamentals tell us? – the current supply demand balance in the lithium markets
  • Will there be sufficient raw materials to support the expected demand for Li-ion batteries?
  • Is there a need for an international index for lithium?
Mark Seddon, Senior Manager, Argus Consulting Services (Metals), Argus
09:35 - 09:40

Q&A

09:40 - 10:00
Cobalt blues – Challenges for a technology enabling metal
  •   Value proposition of the CI
  •   Outline of the cobalt market
  •   Major challenges for cobalt in the marketplace
  •   How the CI protects market access
David Weight, President, Cobalt Institute
10:00 - 10:20 Panel discussion: cobalt and nickel metals supply picture, market structure and policy updates
  • Should we be worried? - hedge funds and speculators are reported to have stockpiled nearly 20pc of global cobalt production
  • Assessing mining policies in Indonesia and the Philippines
  • Will there be sufficient raw materials to support the expected demand for Li-ion batteries?
  • What do the fundamentals tell us? – the current supply demand balance in the cobalt and nickel markets
  • Is political instability in the Democratic Republic of Congo and the issue of conflict?
  • New production of cobalt– what is due on stream and when?
Chairman: David Weight, President, Cobalt Institute
Panelists:

Mark Seddon, Senior Manager, Argus Consulting Services (Metals), Argus
Mike Tamlin, Chief Operating Officer, Neometals
Xu Aidong, Secretary General, China Nonferrous Metals Industry Association Cobalt Branch
10:20 - 10:45
Cobalt recovery from lithium-ion batteries from consumer electronic devices
Mike Tamlin,
Chief Operating Officer, Neometals
10:45 - 10:50

Q&A

10:50 - 11:20 Morning refreshments
11:20 - 11:50
Outlook for the cobalt and nickel markets in China
Xu Aidong, Secretary General, China Nonferrous Metals Industry Association Cobalt Branch
11:50 -11:55 Q&A
11:55 -12:00
Chairman’s closing remarks 
12:00 -14:00 Networking lunch
 14:00 End of conference



Registration Information

Conference Fee
Standard Rate

US$ 1800

Register button 

Contact Yuan Chang
  • For registration and group bookings enquiries
  • To receive updates on the 2017 conference

Terms & Conditions

  • Fees include participation in all sessions/panel discussions, conference luncheons/receptions, coffee breaks and one set of conference documentation per person.
  • Travel and accommodation costs not included 
  • 7% Goods & Services Tax (GST) is applicable to all Singapore based companies in Singapore
  • Registration feeds are subject to prevailing government tax
     

Antitrust Compliance Reminder

Argus takes compliance with antitrust law seriously. The purpose of the Argus LiCoNi Markets and Investment 2017 is to discuss on the latest developments in the Lithium, Cobalt and Nickel scene globally. The conference sessions will follow the agenda as circulated.

Argus reminds all participants of the need to be mindful of the requirement to comply with antitrust and competition laws. There should be no discussion of any matters relating to competition among participants, including discussion of individual prices, rates or market strategies and no exchange of information concerning any other competitive aspect of an individual company’s operation. Should any participant to this conference attempt to initiate a discussion with other participants on any of these matters, we recommend that other participants end the conversation immediately and at all times act in accordance with their own antitrust compliance policies and all applicable laws.




Dr Ricci
Bernardino Ricci, Director of Corporate Strategic Planning, Samsung SDI

Dr Ricci is the Director of Corporate Strategic Planning at Samsung SDI, one of the biggest lithium-ion battery manufacturers in the world. He has been involved in numerous projects aimed at understanding the economics of Li-ion batteries, scouting new technology and applications, identifying growth opportunities worldwide and providing strategic support for development and investment activity.
2017 Speakers
Gao Yuan
Gao Yuan, President & CEO, Pulead Technology Industry

A world-renowned inventor, Dr Yuan Gao has over 20 years of experience in the complete supply chain of the lithium-ion battery industry, from lithium extraction to batteries. One of his inventions, Ti/Mg technology, enables high-voltage lithium-ion batteries and is applied today in the vast majority of lithium-ion batteries in small portable electronics such as smart phones and tablets.

Dr Gao joined Pulead Technology in May 2014 and has been president and CEO since January 2015. He previously served as a corporate vice president at Molycorp (USA), and global marketing director and technology manager as well as other management positions at FMC Corporation (USA).
.
David Weight
David Weight,
President, Cobalt Institute

David Weight has been involved with the metal mining industry for 37 years, having spent 20 years with the Zambian mining Industry, where he was the chief executive of Zambia Consolidated Copper Mines (UK) Ltd before the industry was privatised. He then worked with Mitsui before moving to Anglo American and then insurance broker Jardine Lloyd Thompson to specialise in managing mining risks. He is now president of the Cobalt Institute and director of the Cobalt Reach Consortium, which represents a significant part of the global cobalt industry.


Michael Schmidt,
Research Associate, German Mineral Resources Agency (DERA)

Michael Schmidt is a research associate at the German Mineral Resources Agency (DERA) based in Berlin, which is part of the Federal Institute for Geosciences and Natural Resources (BGR). He is a geologist with practical experience in exploration, global market analysis and consultancy.

Between 2009 and 2012, Michael worked for the Martin Luther University Halle – Wittenberg where he worked on CCS technology. He also worked for different Junior Mining Companies (mostly Silver and Gold but also Antimony). Since October 2012 he works in risk analysis for different commodities including Antimony, PGMs and Lithium. In this position he is also consultant to the German Industry in commodity related issues.

Xu Aidong

Xu Aidong, Secretary General, China Nonferrous Metals Industry Association Cobalt Branch

Ms. Xu spent her undergraduate period in the Metal Forming Department at Beijing University of Science and Technology from 1986-90, where she received a Bachelor’s Degree. She spent the following three years as a postgraduate in the same Department, where she was awarded a Master’s Degree. Ms. Xu has been engaged mainly in metal market consulting, metal market investigation and research, and large-scale market conference organization, especially in the nickel and cobalt & stainless steel raw material fields.


Mike Tamlin
Mike Tamlin,
Chief Operating Officer, Neometals

Mr Tamlin has more than 25 years’ experience in the mining and smelting industry, with significant expertise in lithium, tantalum, vanadium, industrial minerals and chemicals. His 21 years of lithium experience covers the development of the China chemical market and global technical spodumene markets for the Greenbushes Mine, the Zhangjiagang Lithium Carbonate Project and the Rincon Brine Project.

He is now chief operating officer responsible for the development of Neometals’ lithium business. He has a strong track record in maximising commercial performance and developing and implementing strategy, and experience in the development of both hard rock and brine lithium projects, lithium supply negotiation, lithium markets and management at the executive level.

alberto
Alberto Migliucci,
Chief Executive and Founder, Petra Commodities

Alberto Migliucci is chief executive and founder of Petra Commodities . He has 25 years’ industry and finance experience within the mining, energy and oil and gas sectors. He was former managing director and head of mining and metals for Credit Suisse Investment Bank and the head of South East Asia Oil & Gas/Energy (Global Energy Group) in Asia. He has worked for Standard Bank of South Africa, where he was head of energy finance for Asia Pacific, and Societe Generale in Hong Kong, where he was a vice-president in the project finance and advisory team.

Nigel
Nigel Tunna, Vice President, Argus

Nigel Tunna has been involved with the metals industry since 1979 when he joined Cominco as a metals trader. He then worked with Sassoon Metals and Chemicals and China Industrial Resources before setting up his own trading company Rushmore. His experience covers base metals, ferro-alloys, minor metals and rare earths. In 1999 he started Metal-Pages to provide business intelligence to the metals industry. In 2014 he joined Argus Media following their acquisition of Metal-Pages. He is a former chairman of the Minor Metals Trade Association.

Robert100
Robert Adair, Director, International Equities & Fund Manager, UOB Asset Management

Robert joined UOBAM in 2008 and has responsibility for global commodities within the Global Equities team. He also manages the United Gold & General Fund and the United Global Resource Fund. Prior to joining UOBAM, Robert worked for several investment firms as a sell-side Analyst and Head of Research covering Indonesia and other Asian countries. He previously worked as a Fund Manager for the Royal Bank of Scotland in London, covering North American equity markets, and in total has over 20 years of investment experience.


Anthony100
Anthony Tse, Managing Director and CEO, Galaxy Resources

Mr Tse has over 20 years of corporate private and public company experience in numerous high-growth industries including the TMT sectors and resource & commodities – primarily in senior management, corporate finance and M&A roles across Greater China and Asia Pacific region.

He was appointed Managing Director and CEO of Galaxy Resources in June of 2013 and was responsible for leading the corporate turnaround, which has across three years, involved over A$500M of debt restructuring, refinancing and divestments. This was followed with the restart of production at its Mt Cattlin Lithium Project in Australia, and the Company is also now pushing ahead on its initiatives to advance development of it’s flagship Sal de Vida Lithium Brine Project in Argentina, as well as its James Bay Lithium Pegmatite Project in Canada – all of which have well positioned Galaxy to become the leading pure play lithium company globally.

AndrewTunks100
Andrew Tunks, CEO, Auroch Minerals

Dr Andrew Tunks holds a B.Sc (Hons) Monash and a Ph.D UTAS in geology and has over 25 years’ experience in the minerals industry. He previously held senior technical roles at North Limited, Paladin Resource, Ranger Minerals and Iamgold and was CEO of A-Cap Resources, Botswana Metals and Ausgold.

He has been involved in Gold discoveries in Ghana and Tanzania and led A-Cap Resources to discover one of the world’s largest uranium resources in Botswana. He has been CEO at Auroch since May 2016.


Martin100
Martin Stephan, Chief Executive Officer, Rock Tech Lithium Inc

Mr. Stephan is a successful manager and investment advisor with twenty-five years of experience, focusing on investments in the natural resources and exploration sector over the past fifteen years. While focusing primarily on exploration companies in North America, Mr. Stephan has built a strong network in Asia, Eastern Europe and Latin America.

In the late 1990’s, Mr. Stephan founded and was the CEO of one of Germany’s most popular internet companies providing stock market analysis. The website was purchased by one of the biggest telecommunication companies in Germany. Mr. Stephan regularly contributes analyses and commentaries to leading internet portals in Europe. Mr. Stephan has been CEO of Rock Tech Lithium since February 2015 and is responsible for the successful turnaround of the Company into one of Canada’s most promising lithium exploration companies.


Waldo Perez,
President & CEO, Neolithium

Dr. Perez has 28 years of academic and industry experience in mineral exploration in South America. He was the founder and technical leader of the Cauchari project acquired through Lithium Americas Corp., and its President and CEO from inception until the end of the technical work resulting in a definitive feasibility study with strong economics.

Previously he served as interim President and Chief Executive Officer of Latin American Minerals Corp and Senior Geologist for Barrick Gold, IAMGOLD, Opawica Explorations and APEX Geosciences.
Mark Seddon
Mark Seddon, Senior Manager, Consulting (Metals), Argus

After a brief stint as a sugar trader, Mark spent 25 years in metals and minerals research including 2.5 years running his own company, Tungsten Market Research Ltd. He has travelled the world giving presentations and writing reports about metals no one has heard of.

Vicky Zhao
Vicky Zhao, Battery Metals Market Analyst , Argus

Vicky Zhao is an Argus analyst for battery metals, covering Chinese markets for nickel, cobalt and lithium. She is responsible for price assessments, news and analysis for the Chinese battery metals market. She is based in Beijing and joined Argus in 2013.



ASSOCIATE SPONSOR


Desert Lion Energy Logo

Desert Lion Energy supports the growing demand for sustainable energy storage for consumer electronics, industrial and transport applications. The Desert Lion Energy Lithium Project is a high-grade asset associated with the historic Rubicon lithium and Helikon lithium mines, near Karibib in Erongo, Namibia. Desert Lion Energy is uniquely positioned as a future low cost producer due to the unique combination of (i) early production options from historic stockpiles, (ii) expected high lithium grades, (iii) expected large, shallow ore body, (iv) low cost, mining friendly Namibian jurisdiction, and (v) close proximity to existing infrastructure in Karibib, Walvis Bay and Windhoek.


EXHIBITOR


Rocktech Lithium Inc Logo

Rocktech Lithium Inc. is a mineral exploration company focused on the lithium industry. Based in Vancouver, Canada, it is listed on the TSX Venture Exchange and the Frankfurt Stock Exchange. The Company's international board of directors provides a truly global presence and offers unique access to capital and projects.


Neo Lithium Logo


Neolithium is on the cusp of a global green energy revolution that will require efficient high-capacity energy storage solutions. The significant developments and growth in Lithium batteries for portable applications, electric vehicles and large scale battery applications make Lithium a proven solution. The Lithium industry faces the challenge to keep up with increasing consumption but very few new discoveries have been made in the last 30 years and even fewer mines have been put in to production recently.


Galaxy Lithium Logo

Galaxy Resources Limited is a global lithium company, with a diverse project portfolio, consisting of both hard rock and brine assets spanning Australia, Canada and Argentina. The Company recently restarted production of spodumene at its Mt Cattlin Lithium & Tantalum Mine in Western Australia, following its capacity expansion to 1.6mtpa throughput and will be targeting to produce 160,000 tonnes of lithium concentrate (20,000 tonnes LCE) in 2017. It is now advancing the developemnt of its flagship Sal de Vida Lithium Brine Project in Argentina, which completed a revised definitive feasibility study for a project which will have a design capacity of 25,000 tpa of battery grade lithium carbonate and 95,000 tpa of potash, and is fully permitted through to construction. Galaxy also owns the James Bay Lithium Project in Quebec, Canada and will be proceeding to complete a definitive feasibility study on this project, for both an upstream spodumene concentration facility, as well as a downstream lithium conversion facility, by Q1 of 2018.

In 2016, Galaxy successfully completed a three-year financial restructuring and corporate turnaround and now, coupled with the restart of production at Mt Cattlin and offtake secured, is well positioned for strong cashflow generation. It is re-entering the market with its lithium production as one of only a few new producers in an environment which continues remain very robust both in terms of demand and pricing.


Auroch Minerals Logo

Auroch Minerals Limited is seeking to focus on primary inputs into the renewable energy market and are actively seeking out opportunities for both Lithium and Copper. We see a burgeoning demand for these commodities as the world moves from fossil fuels to renewable energy sources. Through strategic partnerships, we work towards creating Lithium assets that have an impact on the current lithium climate, particularly as its application in lithium-ion batteries and energy storage solutions expands into use in laptops, mobile phones, cameras and many common household appliances. We have already taken steps to take advantage of these markets for renewable energy sources by identifying copper and lithium assets: a superior mineral province such that world's largest copper rich VMS deposits in Iberian Pyrite (Portugal), and an under-explored region in the Karibib area of Namibia


Prospect Resources Logo

Prospect Resources Limited is a southern Africa focused Lithium and Gold mining and exploration company based in Perth with operations in ZImbabwe. Prospect's flagship project is the Arcadia Lithium Project located on the outskirts of Harare in Zimbabwe. The Arcadia Lithium Project represents a globally significant hard rock lithium resource and has been aggressively developed focusing on near term production of petalite and spodumene concentrates. The company is also evaluating the development of an integrated lithium chemical plant at Arcadia.


Lepidico

Perth-based Lepidico is a lithium company with global interests that is focused on delivering the best possible returns to investors through exploration, development and operation of lithium assets, particularly those containing lithium-rich mica minerals. The Company's shares are traded on the Australian Securities Exchange (ASX) and also in Germany on the Frankfurt, Hamburg, Munich, Stuttgart, Xetra and Tradegate stock exchanges. Lepidico is the 100% owner and developer of the L-Max® technology, a proprietary process which has the potential to commercially extract lithium and other valuable by-products from unconventional sources.

The L-Max® technology has the potential to place Lepidico at the forefront of the lithium industry. In a relatively short period of time, Lepidico has established a global footprint in lithium via wholly owned projects and joint ventures in Australia, Canada and Brazil. Our L-Max® technology has been an important 'exploration tool' in unlocking new opportunities and this strategic advantage remains important as we continue to grow.


For more details on the sponsorship packages, please contact William Fork


phone icon  +65 6496 9951
email icon  william.fork@argusmedia.com



Conference and Exhibition Venue

Carlton Hotel Singapore
76 Bras Basah Road Singapore 189558
T +65 6338 8333
F +65 6339 6866
W mail@carltonhotel.sg

 Visit hotel website

Accommodation

We are pleased to offer discounted accommodation rates exclusive to our delegates at the conference venue.

If you wish to make a booking or require more information please contact yuanchang.yu@argusmedia.com 

Accommodation costs are not included in the conference fee.



Singapore-based companies stand to enjoy a 40% cash payout or 400% tax deduction when their staff attend any Argus conferences held in Singapore.

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Download the complimentary Argus whitepaper on the lithium market to discover more about global lithium reserves, lithium demand and cobalt prices.

 Download here

              

Desert Lion Energy Logo

Rocktech Lithium Inc Logo

Neo Lithium Logo

Galaxy Lithium Logo

Auroch Minerals Logo

Prospect Resources Logo

Lepidico

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