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Argus Specialty Metals Week

Monday, April 16

Battery Metals and Rare Earths


Registration Opens
17:00 - 19:30
Welcome Reception and Shuttle Departures to Vegas Strip

Tuesday, April 17

Battery Metals and Rare Earths

General Sessions 

07:00 - 08:30
Registration and Breakfast 
08:30 - 10:30
General Session: Specialty Metals Outlook - Battery Metals and Rare Earths
Joint session 
  • State of the EV industry and raw materials demand: Growth in the electric vehicle industry will change the dynamics of the markets for metals and minerals used to produce lithium-ion batteries and the magnets in electric motors. Many are worried about potential supply disruptions and price spikes. What is the current state of the industry and where might we see the most supply chain risk?
  • SQM's outlook on production: What is the outlook for SQM's lithium carbonate and lithium hydroxide production?
  • Spotlight on the nickel market: What are the supply/demand balances for nickel, pricing dynamics, and how is it currently trading?
  • Rare earths and specialty metals outlook: Hear from Argus on supply/demand balances and pricing dynamics for the rare earths and battery metals supply chain
Chris Terry, Metals and Mining Research Analyst, Deutsche Bank Securities Inc.
Felipe Smith, Vice President of Business Intelligence and Business Development, Iodine, Lithium and Industrial Chemicals, SQM S.A.
Alex Khodov, Principal Nickel Market Analyst, Norilsk Nickel
Mark Seddon
, Senior Manager Consulting, Argus

David Brooks, Head of Metals, Argus
10:30 - 11:00
11:00 - 12:00
General Session: Automotive Panel Discussion 
Joint session 
This interactive panel of automotive companies will feature perspectives on rising demand from the electric vehicle fleet and how automotive companies are managing supply chain risk. 
  • Battery metals supply chain: Hear Honda's view on the electric/hybrid vehicle market, battery technologies and cathode chemistry. Hear perspectives on competing technologies such as fuel cells and thoughts on supply of raw materials given forecasted growth in the electric vehicle market
  • Rare earths supply chain: Understand if there are any worries about supply disruptions of neodymium and dysprosium. Hear Ford's view on how rare earths are currently used in it's electric vehicles. Understand the future for rare earths and how automotive companies like Ford are diversifying the supply chain
Masashi Fujita, Senior Staff Engineer, Honda Motor Co.
Chuanbing Rong, Technical Expert on Magnetic Materials, Ford Motor Co. 

Moderator: Mark Seddon, Senior Manager Consulting, Argus
12:00 - 13:30

Track 1: Battery Metals

Track 2: Rare Earths

13:30 - 15:00
Session 1A: Introduction to Lithium Trading
  • Hedging and risk management: The surge in lithium-ion battery market means new opportunities. But volatility and lack of transparency means more exposure to risk. Understand how to get liquidity along the lithium chemicals supply chain and get the tools you need to manage risk in 2018 and beyond
  • Indexation opportunities: What are some of the new indexation tools we might see and how can you get transparency in the market?
Marko Kusigerski, Business Development Manager, London Metal Exchange
David Brooks, Head of Metals, Argus
13:30 - 15:00
Session 2A: Rare Earths Market Dynamics

  • Rare earths market overview: Understand what 2018 will bring for global supply/demand balances, future trade flows and outlook for price
  • Critical materials seven years after the rare earths crisis: What have we done, what have we learned, and where do we go next?
  • Exports from China: Hear a trader's perspective on the factors affecting the rare earths market and predictions for exports in 2018 in terms of supply, demand and price
Mark Seddon, Senior Manager Consulting, Argus
Alex King, Director, Critical Materials Institute
Zhao Lily, Vice General Manager, China National Nonferrous Metals Import & Export Corp Jiangsu Branch
15:00 - 15:30
15:00 - 15:30
15:30 - 17:00
Session 1B: Securing Supply Lines for Battery Materials  
  • US resilience: President Trump signed an Executive Order for the US to ensure secure and reliable supplies of critical materials. Hear insight from the Director of the US Geological Survey into production data and trends for the lithium, cobalt, nickel and battery minerals supply chain
  • Cathode chemistry: What is the chemistry making up the cathodes today and what might that mean for raw materials demand? 
Steven M Fortier, Director, US Geological Survey
Daniel Abraham
, Materials Scientist, Argonne National Laboratory

15:30 - 17:00
Session 2B: Rare Earths Supply

  • Resilience of the REE supply chain: Hear the latest on China's policies and impact on the global supply chain
  • Australian production: New commercial production of rare earth concentrates from Western Australia and outlook for heavy rare earths and downstream products
  • Spotlight on India: What is the potential for India's rare earths supply? What are the production estimates and outlook for 2018?
Nabeel A Mancheri, PhD, Marie Currie Fellow, Institute of Environmental Sciences (CML), Leiden University, Netherlands
George Bauk
, CEO, Northern Minerals
Deependra Singh, Chairman & Managing Director, Indian Rare Earths Limited
17:00 - 19:00
Reception and Shuttle Departures to Vegas Strip
17:00 - 19:00
Reception and Shuttle Departures to Vegas Strip
Wednesday, April 18

Battery Metals and Rare Earths

General Session

07:30 - 08:30
Registration and Breakfast
08:30 - 10:00
General Session: Specialty Demand Sectors
Joint Session

8:30 – 8:50
Presentation: What permanent magnet sectors are growing the most?
Robert Wolf, Vice President, Alliance, LLC

8:50 – 10:00
Panel Discussion: This panel will discuss key topics of concerns and questions facing the industry, including:

  • How worried are consumers about potential supply disruptions?
  • What do consumers see as the biggest threat to resource supply? 
  • How important is energy efficiency in the supply chain?
  • How are consumers evaluating alternatives to lower costs and improve margins? 
  • What is government doing to ensure a steady supply of critical raw materials?
    …and much more!
Suzanne Malden, Global Commodity Leader, Bose Corporation
Malcolm Gander, Environmental Manager, US Department of Navy
Robert Wolf, Vice President, Alliance, LLC

Mark Seddon, Senior Manager Consulting, Argus
10:00 - 10:30

 Track 1: Battery Metals

Track 2: Rare Earths

10:30 - 12:00
Session 1C: Recycling Lithium-Ion Batteries
  • Understand the potential for recycling lithium-ion batteries and how that might impact future demand for raw materials
  • Learn about green engineering and green chemistry separation systems to help achieve future lithium and cobalt production levels from primary brine and ore sources and from recycling of these metals from spent lithium-ion batteries
  • Learn about vertical integration of battery materials production with flexible feed stocks and recycling
Larry Reaugh, President & CEO, American Manganese
Steven Izatt, President and CEO, IBC Advanced Technologies Inc.
Jack Lifton, MS, Vice President, Business Development, Resource Conservation and Recycling Corporation, Pty Ltd
10:30 - 12:00
Session 2C: Separation, Substitutes and Recycling Rare Earths
  • Learn about break-through processes for magnet manufacturing and the technology available to mitigate potential supply concerns associated with the EV and HEV industry
  • Learn about rare earth processing and separation technologies
  • Understand how innovation projects and substitutes are impacting the supply chain for domestic rare earths

Peter Afiuny, Executive Vice President, Urban Mining Company
Cameron Davies, Chief Operations Officer, Rare Earths Salts 
Claudio Arato, Chief Technology Officer, SonoAsh

Conference Concludes

Conference Concludes
Days to go!


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  • Albemarle Corporation
  • BASF
  • Bose Corporation
  • Comcast
  • Defense Logistics Agency
  • Ford Motors
  • GE Aviation
  • GoPro Inc.
  • Hitachi Metals
  • Honda Motor Co.
  • Johnson Matthey
  • Mitsubishi
  • Nissan North America
  • Renault
  • Siemens Wind Power
  • Toyota
  • Umicore
  • Vale
  • ...and many more!

The Argus Rare Earths Monthly Outlook provides fundamental analytical insight into the supply, demand, trade, trends and 12 month price projections for all aspects of the rare earths market.

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