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Agenda Overview

Day One: Tuesday, September 10, 2019

8:55AM Welcome address and chairperson's opening remarks
Davide Ghilotti, Industrial Minerals Editor, Europe, Fastmarkets
9:00AM Executive insight into global production patterns
  • What are the predictions for the graphite market as we head into 2021? How do you see the supply/demand balance in the medium term?
  • What is your current outlook on graphite market prices going forward?
  • How is demand performing in main consuming markets?
Stephen Riddle, CEO, Asbury Graphite Mills
Shishir Poddar, Managing Director, Tirupati Graphite
Jamie Deith, President, Eagle Graphite

Session I: What's new in graphite? Supply, demand and other market dynamics

9:45AM Graphite's role in the battery market
  • What are the recent trends in lithium-ion batteries, and how is this projected to affect graphite demand?
  • How does this demand compare with demand from traditional end users?
  • Where will graphite for battery supply be sourced going forward? Which regions will mostly influence the supply?
  • Have there been any relevant developments in anode chemistry and how could this impact graphite demand?
Fabrizio Corti, Business Director Synthetic Graphite, IMERYS Graphite & Carbon
10:15AM The latest on refractories and raw materials sourcing
  • To what extent are European refractories dependent on graphite imports from China and how has China’s new regulations affected sourcing strategies?
  • How feasible is it for countries that are import-dependent to turn towards ex-China sources?
  • How are evolving performance requirements affecting graphite demand?
11:00AM Networking refreshment break

Session II: Innovations in natural and synthetic graphite

11:45AM Synthetic vs. natural: the eternal debate
  • What is the forecasted demand for each type of graphite from the EV battery industry as well as car manufacturers from 2020 onwards? Can we trust these predictions?
  • In what ways are end users increasingly using a combination of both to achieve a more cost efficient product?
  • Are there any alternatives on the market to replace graphite in anodes?
  • Have there been developments in graphite electrode demand since 2018 with regard to steel production?
  • How do you forecast the graphite electrode market to perform in the medium term?
Christoph Frey, Managing Director, ProGraphite GmbH
Ivano Galbiati, Application and Technology Manager Battery Materials, SGL Carbon GmbH
12:30PM Networking lunch break

Session III: Financing graphite investment and the latest pricing trends

1:45PM Changing graphite specifications and the impact on pricing trends
  • How are prices behaving after an encouraging 2018? What factors contribute to stabilising the market?
  • What is the general outlook for supply and demand?
  • The latest pricing regimes that are enabling global graphite trade
Jon Stibbs, Senior Pricing Reporter, Fastmarkets
2:15PM Financing and investing in graphite: a closer look at new supply
  • Are projections of oversupply for the next decade accurate?
  • How many projects are expected to come online? How much extra capacity does this bring to the market?
  • Cost analysis of projects - how are these projects being financed?
  • Tipping point: how can miners secure financing in a bearish market?
Christopher Ecclestone, Principal & Mining Strategist, Hallgarten & Company
2:45PM Networking refreshment break

All eyes on Africa - how are established and junior miners performing in the current market climate?

3:15PM Lifting the lid on a new supply of concentrate
  • Where is most supply headed?
  • How much more graphite will be brought to market? Will demand absorb that?
  • In what ways will this influx of material interact with Chinese supply? Could it present possible competition?
  • Supplying to China: reverting a historic trend?
Christoph Frey, Managing Director, ProGraphite GmbH
3:45PM Success story of a junior miner
  • To what extent will graphite output increase in Madagascar by 2020/21?
  • In what stage of development are the latest projects coming out of Tanzania?
  • How are operations in Mozambique altering flake graphite flows in international trade?
  • How effective is the current rate of investment within this region of Africa?
Shishir Poddar, Managing Director, Tirupati Graphite
4:15PM End of Day One and networking drinks reception

Day Two: Wednesday, September 11, 2019

8:30AM Registration desk opens
9:25AM Chairperson's opening remarks

Session V: Dominance and regional dynamics: is change on the horizon?

9:30AM Chinese supply and market evolution
  • How is China’s share of the global graphite market evolving?
  • Are leading areas of graphite mining within China suffering from depletion and if so how would peripheral areas be able to fill the gap?
  • Chinese consumption is increasing, so how are companies reacting to this as well as the environmental regulations that still exist?
Mona Gong, Vice GM, Fangda Carbon
10:00AM Emerging Indian graphite supply - who can benefit?
  • How much of India’s graphite production is low-grade graphite?
  • Will India’s low-cost of labour, technology and infrastructure be enough to become a reliable alternative to Chinese production?
  • Do these supplies open up opportunities to new/increasing end users, such as EAFs driven steel production or anode-making capabilities?
Shishir Poddar, Managing Director, Tirupati Graphite
10:30AM Networking refreshment break
11:00AM Session VI: Roundtables: where can you capitalize on graphite products?

It doesn’t stop at batteries - our roundtable discussions will cover the latest developments in graphite’s numerous growing and emerging end use markets

Roundtable 1: The latest in graphite electrodes and keeping up with changing alloys

  • What’s changed? A deep dive into the projected production patterns of a leading steel mill
  • What specifications are electrodes likely to need? Where are steel mills planning on sourcing these?
  • Are there currently any materials other than graphite that steel mills are considering using in EAF electrodes?

Mark Shujun Ma Ph.D, Chairman & Ceo, CIMM GROUP CO LTD

Roundtable 2: Expandable graphite:  a growing market?

  • What is the market growth for expandable graphite heading into 2020 and beyond?
  • How is the construction industry driving the demand for expandable graphite, and in what regions?
  • What are the challenges to expandable graphite in terms of available capacity and the procurement of the most suitable of natural graphite?

Roundtable 3: How is graphite faring against the rise of silicon anodes?

  • Have there been any recent developments in the use of silicon anodes?
  • Which industries would these be relevant for?
  • Is it predicted that this will present a tangible commercial threat to the graphite market?
Prof. Dr Mark Shujun Ma Ph.D, Chairman & Ceo, CIMM GROUP CO LTD
12:00PM Close of conference and networking lunch