3–4 December 2019 | Conrad Seoul , South Korea · Argus LiCoNi Conference 3–4 December 2019 |...

Argus LiCoNi Conference3–4 December 2019 | Conrad Seoul , South Korea

Address industry challenges and opportunities with:

James Nicholson, Head of Corporate Responsibility, Trafigura Group

Paul Mabolia Yenga, Advisor, Ministry of Mines DRC

Edric Koh, Head of Corporate Sales, Asia, London Metals Exchange

Laurent Cohen, Global Marketing Manager, Solvay

Dane Alexander, Associate Director, Macquarie

Tae-Yoon Kim, Senior Energy Analyst, The International Energy Agency

Anthony Tse, Managing Director and CEO, Galaxy Resources

Maxwell Shumba, Director, Regulatory Affairs, Borchers Americas

Metalsilluminating the markets

Event partner Exhibitor

Supporting associations

Media partner

www.argusmedia.com/liconi 2

Event Overview

Dear Colleague,

Welcome to the 3rd Argus LiCoNi conference

In its 3rd year, Argus LiCoNi conference will be honing in on the lithium, nickel and cobalt as its primary focus. The event will address pressing market trends such as Chinese subsidies and investment, sustainable supply and ethical sourcing, battery, chemical and precursor material market developments as well as covering, nickel, graphite, lithium, cobalt and magnesium supply, the upcoming conference will provide you and your team with a 360 degree perspective of the Asian batteries industry.

Explore the drivers for growth in the batteries and the periphery industriesWe are privileged to welcome leading experts to share their thoughts at the event, across the conferences. Among the issues to be debated will be the key drivers and outlook for the respective markets within the metals industry.

We look forward to welcoming you to Seoul in December!

Kind Regards,

Tonika CampbellMetals, Senior Project Manager, Argus

To discuss speaking opportunities, please contact:Tonika Campbell, Senior Project Manager, Argus +44 (0) 20 7199 5698

[email protected]


Key highlights for 2019

Blockchain and digitalisation innovation workshop: Join this workshop to get an understanding of the digitalisation options and advancement tools to help you with clarity and visibility across the supply chain.

Extended networking: This conference guarantees a minimum of 7.5 hours of networking, giving you extra time to meet, discuss and secure business with new and existing clients Formula advances in battery production.

Engaged roundtable discussions: Hear about the latest developments of battery production, directly from the chemical industry Metal focused roundtable discussions: To make the conference more interactive, we will be incorporating more panel discussions and our new roundtable discussions. Each table will be focused on a metal, giving you the opportunity to address industry challenges in a more intimate setting with a drink in your hand!

Content driven: NEW metals added to the content - Graphite, copper, magnesium: Is manganese the key to reducing manufacturing costs?, Can the graphite industry keep up with battery developments?, Will global copper supply be an impediment on the growth of EVs and EV infrastructure? These are just some of the questions which will be addressed in the agenda.


Who you will meet at Argus LiCoNi conference

Build business relationships with: • Chief Executive Officer• Managing Director• General Manager• Head of / Director of Technology• Head of Metals• Head of Metals Trading• Sales and Business Development Director

Countries represented at past LiCoNi conferences

Attendees by industry

activity

3% Engineering3% Government Agency

3% Recycling 5% Consultancy

5% Investment company

25% Manufacturing26% Trader

30% Producer


List of companies from past LiCoNi conferences

A:10 InvestimentosAnquanAnson ResourcesAquifer InstituteARD GroupAuroch MineralsBASF (China)Blockchain in Transport AllianceBloomberg New Energy Finance APACBNP ParibasBrandon Hill CapitalBright Mega CapitalBromius CapitalCanaccord GenuityCelsius ResourcesChemetal (Shanghai)Chengtun Mining Group China National Nonferrous Metals Imp. & Exp. Jiangxi Corp. China Nonferrous Metals Industry Association Cobalt BranchChotanagpur Graphites IndustriesCIMB PrincipalCobalt BlockchainContinental Automotive GmBhDeloitteDiscovering ResourcesEcopro BMEmerging Markets Capital, Hong KongEnterprise Singapore

Envirostream Australia Pty Ltd European MetalsEverledgerFreeport Cobalt Trading (Shanghai)Galaxy ResourcesGerman Mineral Resources Agency (DERA)Federal Institute for Geosciences and Natural Resources (BGR)GICGlobal Lithium PodcastGolden Brick CapitalGoldman SachsGuizhou Zhongwei Zhengyuan Advanced MaterialHastings Technology Metals Ltd Hexagon ResourcesHilti (Shanghai)Honda MotorINSEADInterval VenturesIntrasia CapitalJOGMECJord International Pty Ltd JP Morgan Asset ManagementKay Investment LimitedKorab ResourcesKorean Resources CorporationLepidicoLG InternationalLondon Metal ExchangeMacquarie

Maple Rock Capital Partners Masan ResourcesMedea CapitalMedea Natural ResourcesMetalicity LtdMineral ResourcesMitsubishi CorporationNeo LithiumNeolithium CorpNeometalsNickel InstituteNippon Chemical IndustrialNorilsk NickelOpen MineralPala InvestmentPanasonic CorporationPetra Commodities Plymouth MineralsPortal Capital, LLC Principal Global InvestorsProspect ResourcesPulead Technology IndustryRare Earths MagneticsRealLi ResearchReed Smith LLPRessos LegalRHB Asset ManagementRio Tinto SingaporeRock Tech Lithium Inc. Roskill Information ServicesRubamin FZCRWC Singapore

SAC CapitalSailing Capital LLCSamsung SDI SEOAN RESOURCES SGXShanghai Discovering Investment Silver Bullion Pte Ltd Sinochem Hebei Corporation Sizer Metals Pte LtdSK InnovationSLon Magnetic Separator Ltd. Societe GeneraleSouth32 MarketingSTERNStormcrowStrategic Venture FundSumitomo Corporation T. Rowe PriceTangshanyanshan Iron & SteelThe Cobalt InstituteTianqi Lithium Kwinana Pty Ltd Toda Kogyo CorpTrafigura Traxys Far EastUOB Asset ManagementVale Base Metals Asia PacificVictorem Capital LtdVinmart Group / Somika GroupYantai Cash Industrial Co., Ltd Zhejiang Huayou Cobalt


Main conference day one07:50 Registration and exhibition opens

08:50 Conference welcomeTonika Campbell, Senior Metals Project Manager, Argus

08:55 Chairperson opening address and anti-trust compliance reminderMark Seddon, Senior Manager, Metals Consulting, Argus

09:05 World energy outlook: Shaping a secure and sustainable energy future• Prospects for EV’s and investment: Global EV outlook and

impacts on oil demand• Evolution of the power system: how does this affect the

growth of renewables and energy storage• Sustainability and energy transition: how would these

reshape the energy markets?Tae-Yoon Kim, Senior Energy Analyst, The International Energy Agency

09:35 Battery market pricing and supply overview • How has oversupply impacted lithium pricing?• How reductions in Chinese government subsidies are

impacting the supply and demand landscape• The chicken and the egg: Outlook on investment and supplyNicole Willing, Editor, Argus Metals International, Argus

10:05 Metals Macroeconomics and the Chinese supply chain• What is driving Chinese investment: How, where and why? • Is the Chinese market set for oversupply?• Evaluating the impact of US and Chinese trade relationsAnthony Tse, Managing Director, Galaxy Resources

10:35 Spotlight on metals production in the DRC • Changing routes of supply to increase sustainability• Cross sector integration: How this can increase visibility and

increase ethical sourcing• Addressing challenges in infrastructure, logistics and

transportationPaul Mabolia Yenga, Advisor, Ministry of Mines DRC

11:05 Morning coffee break

11:50 Responsible sourcing: The role of commodities trading in promoting an ethical supply chain• The role of commodity trading in responsible sourcing • Working with partners to build capacity to mitigate social

and environmental risks • How will commodity trading respond to LME’s responsible

sourcing initiative?James Nicholson, Head of Corporate Responsibility, Trafigura Group

12:20 Panel discussion: Sustainable supply and ethical sourcing • An overview of domestic and international nickel, cobalt and

lithium volumes and trade flows• Li, Ni, Co and Mn: Is there enough raw material supply to

meet demand?• DRC and Indonesian supply outlook: Investment,

geographical challenges, politics and the role of the state

Panellists:Paul Mabolia Yenga, Advisor, Ministry of Mines DRCJames Nicholson, Head of Corporate Responsibility, Trafigura Group

12:50 The changing face of the cobalt market: The impact of new players directing the market• Declining cobalt prices, pricing fluctuation and import and

export volumes• Overview on cobalt metals and cobalt salts in batteries• Cobalt raw material supply, processing and availability from

recycled materialsMaxwell Shumba, Director of Corporate EHS and Product Stew-ardship, Borchers

13:20 Networking lunch break

14:35 Roundtable discussionsThese roundtables offer you a chance to join the group of your choice and be led in discussion by an industry expert. It is an ideal opportunity to ease into the more informal networking of the evening, enjoying a drink while you meet delegates with similar interests and concerns. The roundtable discussions will be 45 minutes in duration, taking the time to address looming questions and concerns in the industry. The final 15 minutes will be for summaries and conclusions, whereby each roundtable leader will round up the key findings and present back to the other tables. If you would like to suggest a topic or leader for a discussion, please contact [email protected]

Roundtable one: Lithium

Roundtable two: CobaltLeader:Maxwell Shumba, Director of Corporate EHS and Product Stew-ardship, Borchers

Roundtable three: NickelLeader:Clive Whittington, Managing Director, CM Whittington and Associates

Roundtable four: Unorthodox power alternatives

15:20 Roundtable conclusions

15:35 Afternoon coffee break

16:20 Market dynamics and technology trends in recycling lithium-ion batteries• An overview on the industry value chain pertaining to

recycling: What will be the importance of recycling in the value chain?

• Recycling as a profitable business, How can we create a critical mass?: Economic, logistics and regulatory hurdles

• Recycling versus repurposing: How does this compete with the electric vehicle application?

Laurent Cohen, Global Marketing Manager, Solvay

16:50 LIB market and EV reuse, refabrication battery• LIB, NiMH, NiCd, lead acid battery market volumes and

forecasts• Global outlook on EV’s and battery generation• Second life EV batteriesYu Tack Kim, Research and Development Planning Team Leader, Korea Battery Industry Association

17:20 Scaling up the battery recycling market• Assessing the influence of recycling on the needs of primary

materials in the long term• Evaluating the cathode compatibility for the changing

requirements of batteries• Is recycling a realistic option for supply?Jayden Goh, Chief Executive Officer, Anhua Taisen Recycling Technology

17:50 Chairperson’s closing remarks and end of day oneMark Seddon, Senior Manager, Metals Consulting, Argus

18:00 Networking reception and drinks


Main conference day two09:00 Registration and exhibition opens

09:30 Chairperson’s recap and antitrust compliance reminderNicole Willing, Editor, Argus Metals International, Argus

09:35 Nickel feed for batteries• Assessing Ni market developments in light of the booming

battery industry• Chinese, Japanese and Korean NCM/NCA PCAM market

supply• Long-term nickel market development: Analysing the risk of

structural deficitsIgor Lankin, Nickel Supply Analyst, Norilsk Nickel

10:05 Security of nickel supply panel discussion: Where will invest-ment come from?• How did the cobalt price drop affect the HPAL nickel project? • Low nickel prices and deficits: What does this mean for

Chinese investment in Indonesian mining?• How is cobalt ethical sourcing affecting nickel supply?

Panel Moderator: Clive Whittington, Managing Director, CM Whittington and Associates

10:35 Formula advances in battery production • New batteries: What will be the impact on the raw materials?• The evolution of lithium-ion: NCM 811 and solid state• Outlook on battery developments: Chemistry, density and

longevity Yuan Gao, President and Chief Executive Officer, Pulead Tech-nology Industry

11:05 Cathode transformation panel discussion: Will this fundamen-tally change the battery market and at what pace?• How much cobalt will be used in future cathodes?• How advances in chemistry influencing synthetic material

production?• Is recycled material the answer to sustainable cathode

manufacturing?

Panellists:Yuan Gao, President and Chief Executive Officer, Pulead Tech-nology IndustryRaymond Malcolm Oei, Chief Executive Officer, SternLaurent Cohen, Global Marketing Manager, Solvay11:35 Morning coffee break

12:20 Panel discussion: The finances behind the battery market:

What makes a project financeable? • What makes a project financeable? • Where is the value in the supply chain?• Where is the money coming from?: Traditional vs. new

sources of capital

Panellists:Dane Alexander, Associate Director, Macquarie

12:50 Metal usage in EVs and the battery market• Assessing how LME is supporting developments in the EV

and battery markets• Discussing LME’s existing and evolving offering• Analysing market movement and how LME can support

prices in the marketEdric Koh, Head of Corporate Sales, Asia, London Metals Exchange

13:20 Networking lunch break

14:35 South Korean graphite supply • The potential scope for production in South Korea• South Korean deposits overview• Benefits of local deposits: Logistics and manufacturing

costsIan Pringle, Technical Director, Battery Minerals Resources

15:05 Shifts in the role of manganese• Developments in high-energy manganese batteries• Lithium vs manganese batteries: Weighing the advantages

of density, cost and safety• Is manganese the key to reducing manufacturing costs?Raymond Malcolm Oei, Chief Executive Officer, STERN

15:35 The rise and rise of EV’s and associated infrastructure: What and how much will be required?• What is the five to ten-year plan for the development of EVs:

Manufacturing quantity of EVs and batteries• Will global copper supply be an impediment on the growth

of EVs and EV infrastructure• Private and public investment: A realistic picture of what is

needed to increase metals supplyAndrea Valentini, Principal - Argus Consulting Services, Asia Pacific and the Middle East, Argus

16:05 Chairperson’s closing remarks and afternoon coffee breakNicole Willing, Editor, Argus Metals International, Argus

Event Partner


Working together to meet your objectivesArgus LiCoNi is the recognized industry leader that brings together the upstream and downstream industry, uniting mining companies, traders, investors and financiers, producers, manufacturers, chemical companies and precursor companies, as well as service and solution providers.Whether you are looking to grow your sales pipeline, establish or cement your position as a leading organization in the sector, Argus LiCoNi 2019 provides you with the fastest route to market. All sponsorship and exhibition opportunities at Argus events are bespoke. Each client is different and so are their needs. Contact us and discuss how Argus LiCoNi 2019 can help you to meet your business objectives.

Sponsorship and Exhibition Opportunities at Argus LiCoNi 2019 include:

Gold & Silver SponsorshipsYour chance to drive the industry forward with thought leadership, an exhibition booth, the highest levels of branding across the full week, delegate passes and ample networking opportunities.

Networking DrinksSponsorshipsSponsor networking drinks at one or more of the events to deliver an atmosphere of relaxed entertainment. Includes a welcome speech, ample branding and a number of delegate passes.

Lanyard SponsorshipsMaximise your visibility by having your brand worn by every single attendee at Argus Metals Week. Includes delegate passes.

Refreshment Break SponsorshipsMake your brand stand out by sponsoring the coffee breaks throughout the week.

Lunch SponsorshipsPresent your brand to the delegates with a dedicated lunch complete with your own signage, personalised napkins and table tent cards. Includes delegate passes to one or more events and a five minute welcome speech.

Exhibition BoothPosition your brand as a product innovator at the Argus Metals Week exhibition. Speak to us about the full range of packages available, which can be tailored to meet specific needs.

Executive BriefingSponsorshipsNeed to target a specific group at the conference? Use the executive briefing to invite a select group of attendees to a short briefing hosted by you over breakfast or lunch.

Meeting Room Sponsorships Book and brand a meeting room in one of the on-site meeting rooms and recieve early access to the delegate list. Hold the room for the duration you need, from only 3 hours to the full week.

Pre-conference NetworkingIdentify, message and arrange meetings with relevant attend-ees ahead of the event with the official conference app

Drinks ReceptionConclude your day by building on newly established relationships in a relaxed, informal setting

Extended Coffee and Lunch BreaksBreaks throughout the day provide ample opportunity for introductions and ad-hoc meetings

GROW YOUR NETWORK

Ready to get involved?Have your own idea for reaching out to this captive audience? We have resources to help you.

Contact us: Bryn Hossack (Europe and US) +44 208 1585 427

[email protected]

Gynn Lim (Asia-Pacific) +65 6496 9974

[email protected]

3–4 December 2019 | Conrad Seoul , South Korea · Argus LiCoNi Conference 3–4 December 2019 |...

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