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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?
Jamie Deith, President, Eagle Graphite
Stephen Riddle, CEO, Asbury Graphite Mills
Jon Stibbs, Senior Pricing Reporter, Fastmarkets
Puruvi Poddar, Corporate Development Associate, Tirupati Graphite PLC

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

9:45AM Self-sufficiency in battery grade graphite – the road to success in the Nordics
  • Current outlook - graphite mines, battery plants and securing funding in the Nordics
  • What is the potential capacity for graphite/battery production in the region?
  • How are exploration companies like Fennoscandian taking advantage of the projected increase in demand for battery grade graphite?
  • Sustainability is key when developing a project; what factors need to be in place for junior mining companies to succeed?
10:15AM Networking refreshment break
11:00AM What is new for natural graphite’s key market applications?
  • Are there any new grades of graphite coming on to the market that are a more cost-effective option for end users?
  • How feasible is it for countries that are import-dependent to turn towards ex-China sources?
  • How are evolving performance requirements affecting graphite demand?
Suzanne Shaw, Division Manager - Industrial Minerals & Chemicals, Roskill Information Services

Session II: Innovations in natural and synthetic graphite

11:30AM 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?
Christoph Frey, Managing Director, ProGraphite GmbH
Ivano Galbiati, Senior Manager Materials and Technology, SGL Carbon GmbH
Fabrizio Corti, Business Director Synthetic Graphite, IMERYS Graphite & Carbon
12:15PM Networking lunch break

Session III: Financing graphite investment and the latest pricing trends

1:30PM 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
2:00PM 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
2:30PM Networking refreshment break

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

3:00PM 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?
Puruvi Poddar, Corporate Development Associate, Tirupati Graphite PLC
3:30PM Success story of a junior miner
  • Where is most supply headed?
  • How much more graphite will be brought to market? Will demand absorb that?
  • In what ways are these explorative projects related to restrictions in Chinese supply? Could they present possible competition to Chinese sources?
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 EU policy and direct effects on natural and synthetic graphite
  • A rundown of the EU’s strategic approach to industrial minerals
  • How will graphite be key to achieving industrial and environmental policies on the horizon, from carbon neutrality to a circular economy?
  • What can the graphite industry do to prepare?
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 are being sourced for the production of 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

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