2021 Cobalt Institute Annual Conference
Agenda
| 10.00 |
Welcome and Opening Speech
|
| 10.30 |
Welcome Coffee Keynote speech
|
|
11.00
|
Session 1: Cobalt Market Review and Impact of Covid19 This session will review the Cobalt Market in 2020, examine the impact of the COVID19 pandemic and look at the drivers for the market in 2021. Introduction
Panel discussion
Moderated by David Weight, Past President, Cobalt Institute |
| 12.15 |
Lunch Talk: What will drive the cobalt market in the medium term?
|
| 12.35 | Break |
| 13.30 |
Session 2: Cobalt Supply As demand for Cobalt continues to increase, this session will look at current Cobalt resources and reserves, the challenges in extracting them and plans to do so. Introduction
Panel Discussion
Moderated by Adam McCarthy, President, Cobalt Institute |
| 14.45 | Break |
| 15.00 |
Responsible Sourcing Afternoon Keynote speech: Jean-Dominique Takis, CEO, L’Entreprise Générale du Cobalt |
| 15.30 |
Session 3: ASM Contribution to Sustainable Development This session will consider the contribution of ASM to sustainable livelihoods and look at how the industry is engaging collaboratively to achieve positive outcomes on the ground. Introduction
Panel Discussion
Moderated by Susannah McLaren, Head of Responsible Sourcing and Sustainability, Cobalt Institute |
| 16.45 |
Screening of film “The wrong direction : Are concerns about electric cars just fake news? ” and Q&A with Marc Muller, producer, Nous Production Moderated by Marina Demidova, Communications Manager, Cobalt Institute Full documentary available at this link.
|
| 17.30 | End of Day 1 |
| 10.00 |
Welcome and Introduction by Peter Vis, Senior Advisor, Rud Pedersen |
| 10.10 |
Keynote Speech by Joaquim Nunes de Almeida, Director, DG GROW, European Commission |
| 10.30 |
Session 1: Battery Regulation Video welcome from Lisa Murkowski, US Senator for Alaska Introduction
Panel Discussion
Moderated by Mike Blakeney, Senior Manager for Government and Public Affairs, Cobalt Institute |
| 11.45 |
Coffee Talk: A Chinese Perspective on the Regulation and Impact on European Markets Introduction
Panel Discussion
|
| 12.45 | Break |
| 13.25 |
Session 2: Cobalt Chemicals Management and Impact on Batteries Introduction
Panel Discussion
Moderated by Caroline Braibant, Head of Scientific and Regulatory Affairs, Cobalt Institute |
| 14.45 |
Benchmark Workshop: Cobalt’s life cycle: The benefits cobalt brings to the lithium ion battery supply chain Chair
Speakers:
|
| 16.35 |
Closing Speech by Professor Kristin A. Persson, University of California, Berkeley |
| 17.00 |
Closing Speech by Dr Mike McKittrick, US Department of Energy |
| 17.30 |
Conference close |
Speakers
Day 1 – 18 May
Opening keynote speech
Joseph Ikoli Yombo Y’Apeke
DRC Secretary General of Mines
and President of Cistema
Joseph Ikoli is the Secretary General of Mines & President of Cistema in the Democratic Republic of the Congo.
Session 1
Cobalt Market Review and Impact of Covid19
Ying Lu
Senior Market Analyst,
Roskill
Ying joined Roskill in 2018 and focuses on cobalt and nickel research.
Ying has been instrumental to Roskill’s analysis for these markets and is the lead author of Roskill’s annual cobalt and nickel sulphate reports.
Ying graduated from Cass Business School, London, with a MSc in Energy, Trade and Finance. In her distinction-awarded thesis, Ying explored cobalt supply risk and its impacts on the EV battery industry. Prior to joining Roskill, Ying worked for a leading cobalt refinery based in China, where she was responsible for procurement and business strategy. Ying’s commercial exposure to cobalt and nickel raw materials has translated into industry knowledge as well as business acumen to identify trends in these markets. Ying is a regular speaker at international conferences, presenting Roskill’s independent research on battery raw materials.
Caspar Rawles
Head of Price Assessments,
Benchmark Minerals
Caspar is Head of Price Assessments at Benchmark Mineral Intelligence.
David Brocas
Head Cobalt Trader,
Glencore
David Brocas is Chair of the Cobalt Institute’s Executive Committee and Head Cobalt Trader at Glencore.
Prof. Xu Aidong
Chief Engineer of Beijing Antaike Information Co., Ltd., Secretary General of China Nonferrous Metals Industry Association (CNIA)-Cobalt Branch,
Deputy Secretary General of CNIA-Nickel Branch
Ms. Xu Aidong, principal analyst of Antaike, Secretary General of CNIA Cobalt Branch, Expert of China Development Bank, graduated from the University of Science and Technology Beijing with a masters degree in 1993 and then started her career at Antaike until now. She has been engaged in the work of nonferrous metal products quotations, market forecast & information consulting, enterprises and industry development strategy research. From 1999 she has been responsible for the organizing of China International Nickel and Cobalt Conference and other large scale conferences. Ms. Xu took part in some research projects such as Thinking of China Nickel and Cobalt Industry Development in 2000. The research project of Technical Guidance to Nd-Fe -B Permanent Magnetic Materials and Lamp-use Rare Earth Triphosphor Fluorescent Powder Export was rewarded with the third prize of China Nonferrous Metals Industry Sciences and Technology Advance. Ms. Xu has published research papers on international conferences organized by International Nickel Study Group and Cobalt Development Organization, on USA-China Nickel Outlook Conference, and on Nonferrous metals professional journals.
Gregor Spilker
Director Metals/Energy Research & Product Development,
CME
Gregor works in metals research and product development at CME Group. He has been at CME Group since 2015, covering a wide range of product launches and initiatives. Prior to CME Group, Gregor worked at Commerzbank London in commodity derivatives structuring and at EDF Energy in power markets.
Vikki Roberts
Head of Supply Chain Strategy,
Battery Materials, Johnson Matthey
Lunch Talk
Cobalt Market in 2021 and Beyond
Harry Fisher
Senior Cobalt Consultant,
CRU
Harry joined CRU Consulting in 2015 and has worked on a variety of commodity types, including: steel, iron ore, coal, base and battery metals. Harry relocated to Sydney from London in 2018 and is now in charge of non-ferrous consulting in Australia and leads projects across APAC.
Harry has a background in geology and mining and manages projects across commodity groups in CRU Consulting, involving strategic advice, market due diligence, analysis and primary research. He has broad international experience in supporting our clients with their business needs. His recent work includes: lithium chemical cost modelling for the due diligence of a hydroxide processing project; South American market assessment of Mining Equipment, Technology and Services (METS); Real Options analysis of a major copper development project; investment strategy advice; detailed & novel analysis of the graphite electrode market; and legal pricing dispute resolution for major iron ore producers.
Prior to joining CRU, he completed internships as a Minerals Processing Researcher at the University of Cape Town and as an Exploration Geologist with Rio Tinto on a greenfield copper exploration project in Namibia.
During his time at CRU, Harry has worked at CRU’s London, Sydney, Santiago and Beijing offices to develop his knowledge of the regional commodity markets. Harry is now based full time in our Sydney office.
Harry graduated from the Royal School of Mines, Imperial College London with an MSci in Geology.
Session 2
Cobalt Supply
Honourable Mark Brown
Prime Minister of the Cook Islands
Development of Seabed Resources
Stefan Horn
PhD Student,
British Geological Survey
Cobalt Reserves and Resources
William Adams
Head of Base Metals & Battery Research,
Fastmarkets
Benedikt Sobotka
Group CEO,
Eurasian Resources Group
Trent Mell
CEO & President,
First Cobal
Trent holds an EMBA from the Kellogg School of Management and Schulich School of Business, a LL.M from Osgoode Hall as well as a B.A., B.C.L. and LL.B. from McGill University.
Assheton Carter
Founder & CEO,
TDI Sustainability
He is CEO of TDI Sustainability, an advisory firm to Fortune 100 companies in Europe and the USA, and to natural resource companies in Africa, Asia and Latin America. He is the founder and board chair of the Impact Facility for Sustainable Mining Communities, an impact investment vehicle with a mission to empower rural communities through the building of viable responsible small and medium sized enterprises and artisanal mining operations in Africa and Central and South America.
Assheton has launched and led a number of ground-breaking initiatives with international corporations, and structured numerous innovative sustainable supply chains, including the first fully traceable gold and diamond jewellery for the world’s largest retailer, Wal-Mart and developed the only tracking system for “conflict-free” metals from the DRC used by electronics manufacturers in Europe and the United States, and the Fair Cobalt Alliance.
He has published over 20 book chapters and articles and holds a Ph. D from the Business School of the University of Bath in the management or risk and in international gold and luxury supply chains.
Colin Hamilton
Managing Director,
Commodities Research
BMO Capital Markets
Responsible Sourcing Afternoon
Keynote speech
Jean-Dominique Takis
CEO,
L’Entreprise Générale du Cobalt
Jean-Dominique Takis is the CEO of the Entreprise Générale du Cobalt in the Democratic Republic of the Congo.
Session 3
ASM Contribution to Sustainable Development
Benjamin Katz
Policy Analyst,
OECD
Luc Lenge Asosa
Program Director,
Pact DRC
Luc Lenge Asosa is an expert in ASM and Director of Pact’s Programmes in the DRC. Originally a university teacher/researcher, he has now worked in the development world for over 18 years. He has extensive experience as a project manager and has acquired over the years very specific skills in starting and managing projects in very complex contexts. Through fieldwork, he has developed particular skills in institutional and organisational capacity building of actors in the artisanal mining sector (state institutions, mining cooperatives, etc.). He has managed several projects and taken an active part in the implementation of several projects related to governance, conflict resolution, mineral traceability and Due Diligence in mineral supply chains from conflict or high-risk areas, taxation related to the ASM sector, socio-economic reintegration of artisanal miners, especially women, the fight against child labour in the mines, etc. He has participated and/or coordinated several surveys and research in collaboration with other organisations and agencies such as the World Bank, the UN/ILO, the University of Lubumbashi and its School of Criminology, CASM/World Bank, the International Finance Corporation (IFC), local NGOs and state institutions. He has worked on several social development and capacity building programmes for local communities (rural but also around and in the mining areas), state institutions (former SAESSCAM now SAEMAPE) or local organisations (local NGOs/Civil Society, Cooperatives). He has held several positions as project manager in Katanga, South Kivu, Maniema and Kinshasa in DRC. He has also assisted, trained and shared experiences with Pact teams in other countries such as Nigeria, Zambia, Rwanda, Burundi, Kenya, Mozambique, Madagascar, Thailand, Zimbabwe, USA etc. in the framework of the Mines to Market programme. He is very fluent in Swahili, Lingala, French and moderately fluent in English.
Since 2016, he has been very involved in the development of Pact’s activities related to the establishment of responsible cobalt supply chains in the former Greater Katanga (notably in the current Lualaba Province), the promotion of good working conditions in artisanal mining, including hygiene, health and safety issues, the promotion of socio-economic reintegration alternatives for vulnerable households, and advocacy for the creation of viable artisanal mining zones
James Nicholson
Head of Corporate Responsibility,
Trafigura
Trafigura is one of the leading physical commodity trading groups in the world, with revenues of USD147 billion in 2020.
Responsible for driving Trafigura’s responsibility and stakeholder engagement agenda worldwide, James’ focus has included developing the company’s leadership position on transparency and responsible sourcing.
In 2014, Trafigura became the first independent commodity trading company to publicly support the Extractive Industries Transparency Initiative (EITI) and go on to disclose its substantial payments to governments in EITI implementing countries. The standard set by Trafigura latterly formed the basis of an industry reporting norm. In 2019, James was appointed to the International Board of the EITI.
James leads Trafigura’s efforts in pursuit of the responsible sourcing and supply of metals and minerals. Of note in this respect has been James’ initiation and oversight of the ‘Mutoshi Pilot Project’ – a leading effort by government authorities, Trafigura and the NGO ‘Pact’ to support the responsible sourcing of cobalt from semi-mechanised mining operations in the Democratic Republic of the Congo.
Prior to Trafigura, James worked at the De Beers Group for over 9 years.
Anne-Marie Fleury
Sustainability and Product Stewardship Specialist,
Glencore Copper
Rachel Zhou
Deputy General-Secretary,
Responsible Cobalt Initiative
Alex Cech
Senior Project Manager,
Responsible Business Alliance
Jared Connors
Assent Compliance,
Senior SME – Corporate Social Responsibility
Jared personally led on-the-ground audits of more than 75 smelters as part of Intel’s industry-leading conflict minerals program and is the co-creator of the Conflict Minerals Reporting Template.
Day 2 – 19 May
Welcome and introduction
Peter Vis
Senior Advisor,
Rud Pedersen
Keynote speech
Joaquim Nunes de Almeida
Director – Mobility and energy intensive industries
European Commission
Joaquim has studied law and worked as a lawyer both in Lisbon and in Brussels, from 1989 to 1994, dealing mainly with anti-trust law as well as commercial and civil law.
Session 1
Battery regulation
Michael Greenfield
Market Reporter,
OECD
Dalila Ouerghi,
Commodities,
Fastmarkets
Mattia Pellegrini
Head of Unit,
European Commission
Maria Spyraki MEP
European Parliament
She has a Degree in Chemistry from the Aristotle University of Thessaloniki, Greece as well as an MSc in Energy Law, Business, Regulation and Policy from the International University of Greece.
Pia Alina Lange
Head of Internal & External Communications,
Recharge
An Austrian national, Alina is based in Brussels and married with two children.
Jan Tytgat
Director Government Affairs,
Umicore
Jared Connors
Assent Compliance,
Senior SME – Corporate Social Responsibility
Jared personally led on-the-ground audits of more than 75 smelters as part of Intel’s industry-leading conflict minerals program and is the co-creator of the Conflict Minerals Reporting Template.
Coffee Talk
A Chinese Perspective on the Regulation and Impact on European Markets
Vicky Zhao
Senior Analyst,
Fastmarket
Bryce Lee
Head of CSR,
Huayou Cobalt
Julie Liang
ESG Director,
CMOC
As a global mining company which has obtained a first tier MSCI ESG rating, CMOC follows the highest international ESG practices. CMOC is listed on the Shanghai and Hong Kong stock exchanges and currently employs approximately 21,000 personnel and contractors globally.
Tina Hu
Purchasing Manager,
Hunan Brunp
Session 2
Cobalt Chemicals Management and Impact on Batteries
Violaine Verougstraete
Chemicals Management Director,
Eurometaux
She studied medicine and industrial toxicology at the Catholic University of Louvain and obtained her PhD in Public Health in 2005. She worked as a researcher at the University’s Industrial Toxicology and Occupational Medicine Unit for 8 years before joining Eurometaux in 2005, to manage all scientific activities and projects.
Tuulia Svanehav
Chemical Compliance Manager,
Northvolt
Before joining Northvolt and battery industry she has gathered 20 years of experience from hardmetal industry, oil industry, and the Swedish work environment authority within the areas of chemicals management, product stewardship, regulatory advocacy, and regulatory compliance with several years of focus on cobalt.
She holds a Master’s degree in Chemistry from the University of Helsinki, Finland, including studies in the University of Wales Swansea, UK, and the University of Turku, Finland. She is based in Stockholm, Sweden.
An Hagenaars
Global Manager Chemicals Compliance,
Umicore
Jonathan Buston
Principal Scientist,
UK HSE
Benchmark session
Cobalt’s life cycle: The benefits cobalt brings to the lithium-ion battery supply chain
Caspar Rawles
Head of Price & Data Assessments,
Benchmark
Greg Miller
Analyst,
Benchmark
Trent Mell
CEO & President,
First Cobalt
Trent holds an EMBA from the Kellogg School of Management and Schulich School of Business, a LL.M from Osgoode Hall as well as a B.A., B.C.L. and LL.B. from McGill University.
Ajay Kocchar
Co-Founder, President & CEO, Executive Director,
Li-Cycle
Closing speeches
Kristin Persson,
Professor of Materials Science and Engineering, Faculty Staff Scientist at Lawrence Berkeley National Laboratory, Director of the Materials Project
Dr. Michael McKittrick
Acting Director,
Department of Energy
Office of Energy Efficiency and Renewable Energy
Dr. McKittrick previously managed the Critical Materials Institute (CMI), an Energy Innovation Hub led by Ames Laboratory, as a technology manager within AMO. Dr. McKittrick was a co-author of the 2011 DOE Critical Materials Strategy, which assessed the challenges associated with the use of rare earth elements and other critical materials in clean energy technologies. Prior to joining DOE, he led efforts within the Environmental Protection Agency’s Office of Research and Development to develop extramural research programs on rare earth elements and also managed nanotechnology related grants. Prior to the EPA, Dr. McKittrick was at the University at Buffalo as an assistant professor, focusing on developing energy efficient catalytic materials for pollutant degradation. Dr. McKittrick received his Ph.D. in chemical engineering from Georgia Tech. He also holds a B.S. in chemical engineering from Virginia Commonwealth University.