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time
OCTOBER 15 - 16, 2026
location
HOWARD JOHNSON AGILE PLAZA CHENGDU, SICHUAN, CHINA
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AGENDA 2026
Day 1
Day 2
calendarDay 1Thur, Oct 15
  • timeline
    08:30 - 09:00
    Sign In
  • timeline
    09:00 - 09:05
    ( 5mins )
    Conference Opening and Guest Remarks
      guest
      Logan Lu
      CEO
      SMM Information & Technology Co., Ltd.
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      09:10 - 09:40
      ( 30mins )
      Beyond Rebalancing: The Next Strategic Cycle of the Global Lithium Battery Industry
        guest
        Thomas Feng
        Industry Research Director – Nickel, Cobalt & Lithium
        SMM Information & Technology Co., Ltd.
      • timeline
        09:40 - 10:10
        ( 30mins )
        Zimbabwe Lithium Export Ban: Global Supply Chain Restructuring and Strategic Responses of Chinese Enterprises
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          10:10 - 10:40
          ( 30mins )
          Opportunities and Challenges in the Global Lithium Carbonate Supply Chain from an ESG Perspective
            guest
            Martin Ma
            China GM
            International Lithium Association (ILiA)
          • timeline
            10:40 - 11:10
            ( 30mins )
            Development of the New Energy Metals Futures Segment at Guangzhou Futures Exchange and Its Role in Serving the Li-ion Battery Industry
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              11:10 - 11:40
              ( 30mins )
              The Next Phase of New Energy Vehicles: Materials Define Performance, Resources Determine Security — A Global Critical Minerals Strategy from the Automotive OEM Perspective
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                12:00 - 13:30
                Buffet Lunch
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                13:30 - 14:00
                ( 30mins )
                Future Scenarios: Low-Altitude Economy and Embodied Intelligence Reshaping the Boundaries of Battery Applications
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                  14:00 - 14:30
                  ( 30mins )
                  Solid-State Battery Commercialization: Reshaping Demand for Critical Metals and Creating New Opportunities
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                    14:30 - 15:00
                    ( 30mins )
                    Energy Storage Overtaking EVs: Core Demand Drivers for Nickel, Cobalt, and Lithium (2026–2028)
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                      15:00 - 15:15
                      Coffee Break
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                      15:15 - 15:45
                      ( 30mins )
                      Urban Mining at Scale: Opportunities and Bottlenecks in the Hundred-Billion-Level Battery Recycling Market
                      • timeline
                        15:45 - 16:15
                        ( 30mins )
                        From Carbon Footprint to Carbon Competitiveness: ESG Race and Strategic Breakthroughs in the Global Nickel, Cobalt, and Lithium Supply Chain
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                          16:15 - 16:45
                          ( 30mins )
                          China-Europe Railway Express, Green Tariffs, and Battery Passport: Key Regulatory Factors in the Global Expansion of Power Batteries
                          • timeline
                            16:45 - 17:30
                            ( 45mins )
                            [Panel]A New Era of Resource Nationalism — How Policy Shifts in Indonesia and the DRC Are Reshaping the Global Value Chain
                            • Underlying Drivers and Emerging Regulatory Trends Behind Indonesia’s Nickel and the DRC’s Cobalt Policies
                            • Local Processing Mandates and Export Controls: How Resource Nationalism Is Redefining Global Nickel and Cobalt Supply–Demand Dynamics
                            • Implications for Battery Materials, Power Batteries, and EV Cost Structures and Supply Chain Strategies
                            • How Chinese Companies Can Build Resilient and Secure Supply Chains While Achieving Diversification and Long-Term Compliance
                            guest
                            Ines Kaempfer
                            Steering Committee Chair
                            Fair Cobalt Alliance (FCA)
                          • timeline
                            17:30 - 18:30
                            Open Discussion
                          • timeline
                            18:30 - 20:00
                            Gala Dinner
                          Opening Times
                          October 15, 2026
                          Day 1: 09:00 - 20:00
                          October 16, 2026
                          Day 2: 09:00 - 18:00
                          Contact Us
                          Speaker & Exhibitor & Sponsor
                          Xiwei Shen
                          shenxiwei@smm.cn
                          Media & Partner
                          Dan Chu
                          chudan@smm.cn