AGENDA 2026
Day 1
Day 2
Day 1Thur, Oct 15
08:30 - 09:00Sign In
09:00 - 09:05( 5mins )Conference Opening and Guest Remarks
Logan LuCEOSMM Information & Technology Co., Ltd.
09:10 - 09:40( 30mins )Beyond Rebalancing: The Next Strategic Cycle of the Global Lithium Battery Industry
Thomas FengIndustry Research Director – Nickel, Cobalt & LithiumSMM Information & Technology Co., Ltd.
09:40 - 10:10( 30mins )Zimbabwe Lithium Export Ban: Global Supply Chain Restructuring and Strategic Responses of Chinese Enterprises
10:10 - 10:40( 30mins )Opportunities and Challenges in the Global Lithium Carbonate Supply Chain from an ESG Perspective
Martin MaChina GMInternational Lithium Association (ILiA)
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
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
12:00 - 13:30Buffet Lunch
13:30 - 14:00( 30mins )Future Scenarios: Low-Altitude Economy and Embodied Intelligence Reshaping the Boundaries of Battery Applications
14:00 - 14:30( 30mins )Solid-State Battery Commercialization: Reshaping Demand for Critical Metals and Creating New Opportunities
14:30 - 15:00( 30mins )Energy Storage Overtaking EVs: Core Demand Drivers for Nickel, Cobalt, and Lithium (2026–2028)
15:00 - 15:15Coffee Break
15:15 - 15:45( 30mins )Urban Mining at Scale: Opportunities and Bottlenecks in the Hundred-Billion-Level Battery Recycling Market
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
16:15 - 16:45( 30mins )China-Europe Railway Express, Green Tariffs, and Battery Passport: Key Regulatory Factors in the Global Expansion of Power Batteries
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
Ines KaempferSteering Committee ChairFair Cobalt Alliance (FCA)
17:30 - 18:30Open Discussion
18:30 - 20:00Gala Dinner





