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Strategic Insights for 2026: Price Trends, Market Balance and Policy Updates

Thursday 22nd January, 2026
Online
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Time and Location

18th - 20th November, 2025
The Ritz-Carlton, Marina del Rey
4375 Admiralty Way
Marina del Rey, United States
In Person Event

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Tuesday 18th November, 2025

10:00 - 12:00

Registration Opens

12:00 - 12:30

Lunch & Learn: Lithium Valley – Building a Vertically Integrated Ecosystem

  • Bari Bean, Deputy CEO of Natural Resources, County of Imperial
  • Jeff Gonzalez, Assemblyman, California State Assembly
  • Ryan Kelley, Supervisor, Imperial County
12:00 - 13:00

Networking Lunch

13:00 - 13:10

Welcome to Benchmark Week 2025

  • Andrew Miller, Chief Executive Officer, Benchmark Mineral Intelligence
13:05 - 13:10

Video Opening Address

  • Senator Alex Padilla, Senator for California, U.S. Senate
13:10 - 13:45

Panel Discussion: Inside the Battery Supply Chain: How OEMs Are Redefining Sourcing Strategy

  • Tara Berrie, Director of Battery Cell Materials & Rare Earth Sourcing, Rivian
  • Nathan Vandekerkhof, Executive Director, Hyundai North America
  • Adam Panayi, Chief Research Officer, Benchmark Mineral Intelligence
  • Michael Parton, Supply Chain Group Manager of Battery Raw Materials, Lucid Motors
  • Celina Mikolajczak, Advisor to the Battery Industry,
13:45 - 14:05

Fireside Chat: The Economics of Building Gigafactories

- Outlining the real costs of building and scaling gigafactories, from raw material sourcing to workforce development.

- Understanding how tax credits, subsidies, and state-level support are shaping investment decisions for battery manufacturing.

- Balancing up-front investment with long-term demand growth from EVs, storage, and AI-powered energy systems.

  • Caspar Rawles, Chief Operating Officer, Benchmark Mineral Intelligence
  • Thomas Fickett, CFO, Panasonic Corporation of North America
14:05 - 14:20

Fireside Chat: Charting the Next Phase of Global Lithium Growth

  • Caspar Rawles, Chief Operating Officer, Benchmark Mineral Intelligence
  • Patrick Howarth, Global Lithium Business Director, ExxonMobil
14:20 - 14:30

Keynote Presentation: A New Era of Electricity Demand and the Role of Battery Storage

  • Iola Hughes, Head of Research, Benchmark Mineral Intelligence
14:30 - 15:00

Panel Discussion: Energy Storage Demand for Critical Minerals

- Outlining current demand for energy storage and what is driving this 

- Optimizing grid infrastructure through ESS technologies

- Understanding raw material needs for storage: how do they differ from EVs, and what does that mean for supply?

  • Iola Hughes, Head of Research, Benchmark Mineral Intelligence
  • Peter Breuer, Senior Director Strategic Programs, Peak Energy
  • Amit Mathrani, Vice President, Senior Energy Transition Research, Rabobank North America
15:00 - 15:20

Networking Break

15:20 - 15:50

Panel Discussion: The Importance of International Partnerships for Critical Mineral Supply Security

- Understanding how geopolitics and tariffs are reshaping global trade flows 
- Building strategic alliances for supply chain security 
 

  • Michael Schmidt, Economic Geologist & Senior Analyst, German Raw Materials Agency
  • Albert Gore, Executive Director, ZETA
  • Mitchell Smith, Director | Partner, Metals & Mining, Battery Metals Association of Canada | Moneta Securities
  • Adam Panayi, Chief Research Officer, Benchmark Mineral Intelligence
  • Marina Demidova, Head of Communications, Cobalt Institute
15:50 - 16:30

Panel Discussion: Understanding Global Lithium Supply Chains

  • Sean Gilmartin, Sr. Analyst, US Chelmicals, Bloomberg
  • Joe Lowry, President, Global Lithium
  • David Park, CEO, Standard Lithium
  • Ashish Patki, Director, Business Development and Market Intelligence, Rio Tinto
  • Anthony Tse, Founder, NEO Capital
16:30 - 17:10

Panel Discussion: Evolving Raw Material Supply Chains

- Identifying the next evolution in raw material sourcing 
- Understanding how global producers and OEMs are building resilient supply chains 
 

  • Adam Webb, Head of Battery Raw Materials, Benchmark Mineral Intelligence
  • Ken Brinsden, Chief Executive Officer, PMET Resources
  • Brian Ostroff, President & Director, Arianne Phosphate Inc
  • Ryan Hanrahan, CEO, Wave International
  • Brian Newmarch, CFO, E3 Lithium
17:10 - 17:45

Panel Discussion: Investment Leader's Panel: Closing the Capital Gap

- What projects are investors gravitating to in the current economic climate?
- What are the key pillars to become a bankable project? How are financiers looking at risk within the sector now?
- Addressing public/private relationships, co-investing strategies and bridging funding gaps
 

  • Daniel Fletcher-Manuel, Director - Indexing & Derivatives, Benchmark Mineral Intelligence
  • Stefon Crawford, Partner, GM Ventures
  • Roger Mortimer, Independent Director, Investment Committee Member, CVW Sustainable Royalties Inc.
  • Rich Kradjel, Managing Director – Head, Equity Private Placements, Société Générale
  • Marcus Greer, Equity Investment Analyst, Capital International Investors
17:45 - 19:45

Networking Reception

Wednesday 19th November, 2025

07:30

Networking Breakfast

08:30 - 08:35

Opening Remarks

  • Caspar Rawles, Chief Operating Officer, Benchmark Mineral Intelligence
08:35 - 08:50

ICE Battery Materials Futures

  • Caspar Rawles, Chief Operating Officer, Benchmark Mineral Intelligence
  • Mike Wittner, Global Head of Oil Market Research, ICE (Intercontinental Exchange)
08:50 - 08:55

Benchmark's Lifetime Achievement Award

08:55 - 09:15

Fireside chat: Battery Innovation at Scale

  • Andrew Miller, Chief Executive Officer, Benchmark Mineral Intelligence
  • Bob Galyen, Owner, Galyen Energy LLC
09:15 - 09:40

California's Role in the Global Battery Race

- Outlining the Lithium Valley Opportunity 

- Unlocking domestic supply to compete on a global scale 

- The role of California’s policy and infrastructure in shaping the US battery supply chain

  • Adam Panayi, Chief Research Officer, Benchmark Mineral Intelligence
  • Noemi Gallardo, Commissioner, California Energy Commission
  • Trelynd Bradley, Deputy Director Innovation & Emerging Technologies, The Governor’s Office of Business and Economic Development (GO-Biz)
09:40 - 10:00

Keynote Presentation: Building Battery Supply Chains in America from Materials to Manufacturing

- Localizing battery manufacturing in the US: what are the opportunities? 

- Outlining the significance of domestic cathode, anode, and electrolyte production on global supply chains

- Understanding the importance of creating a circular battery economy for national security

 

  • Bob Lee, CEO, North America, LG Energy Solutions
  • Adam Panayi, Chief Research Officer, Benchmark Mineral Intelligence
10:00 - 10:20

Fireside Chat: Accelerating the Energy Transition: Industry Perspectives from LG Vertech

  • Iola Hughes, Head of Research, Benchmark Mineral Intelligence
  • Tristan Doherty, Chief Product Officer, LGES Vertech
10:20 - 10:40

Keynote Presentation: EVs in a New Era

- Life after 30D and 45X: what’s next for automakers? 

- Outlining sourcing strategies under evolving tax credit requirements

 

  • Iola Hughes, Head of Research, Benchmark Mineral Intelligence
  • Stephen Kosowski, Manager, Long Range Planning & Strategy, Kia USA
10:40 - 11:10

Panel Discussion: Securing the Anode Supply Chain

- Natural vs. Synthetic graphite 

- Localizing anode production 

- Exploring next-gen materials and solutions

  • Andrew Miller, Chief Executive Officer, Benchmark Mineral Intelligence
  • Viren Hira, Executive General Manager Strategy & Business Development, Syrah Resources
  • Michael O'Kronley, CEO, Novonix
  • Patrice Boulanger, Vice-President Sales, Marketing & Business Development, Nouveau Monde Graphite
11:10 - 11:30

Networking Break

11:30 - 12:15

Interactive Breakout Sessions

Join us for a series of in-depth discussions on the most pressing topics for the industry today. 

 

Critical Mineral Symposium: Scaling Direct Lithium Extraction 

 

- Hosted by Daniel Fletcher-Manuel, Director - Indexing & Derivatives, Benchmark Mineral Intelligence

- Chris Reed, Managing Director & CEO, Neometals
- Andrew Walker, CCO, Evove
- Grant Thornley, VP Engineering Solution Sales, Forward Water Solutions 

 

 

Admiralty: Copper’s Breaking Point: How Policy and Supply Are Stress-Testing the Market

 

- Hosted by Mike Finch, Head of Strategic Initiatives, Benchmark Mineral Intelligence & Adam Webb, Head of Battery Raw Materials, Benchmark Mineral Intelligence

- Chris Robb, Commodities Consultant, Robb Commodities Consulting

 

Pavilion: LFP vs NCM: Mapping the Next Decade of Cathode Innovation

 

- Hosted by Adam Panayi, Chief Research Officer, Benchmark Mineral Intelligence & Caspar Rawles, Chief Operating Officer, Benchmark Mineral Intelligence

12:15 - 13:00

Interactive Breakout Sessions

Critical Mineral Symposium: Unlocking Future Supply: Deep Sea Mining 

 

- Hosted by Adam Webb, Head of Battery Raw Materials, Benchmark Mineral Intelligence
- Megan Carr, Associate Director for Strategic Resources, Bureau of Ocean Energy Management, U.S. Department of the Interior
- Craig Shesky, CFO, The Metals Company
- Michael Lodge, Barrister, former Secretary-General, International Seabed Authority
 

Admiralty: Evolving ESS Demand: Powering the AI Revolution Through Datacenters

 

- Hosted by Iola Hughes, Head of Research, Benchmark Mineral Intelligence & Adam Panayi, Chief Research Officer, Benchmark Mineral Intelligence

 

Pavilion: Rare Earths Rewired: Industry, Defense, and the New ex-China Strategy - By invitation only, a Chatham House Rules session

 

 

- Hosted by Daniel Fletcher-Manuel, Director - Indexing & Derivatives, Benchmark Mineral Intelligence & Michael Finch, Head of Strategic Initiatives, Benchmark Mineral Intelligence

13:00 - 14:05

Networking Lunch

14:05 - 14:20

Full Flowsheet DLE Solutions that Drive Project FID & Fortify US Supply Chains

  • Flemming Bjoernslev, Senior Advisor, Aquatech
14:20 - 15:00

Panel Discussion: Enabling the Next Generation of Mining & Refining

- Highlighting innovation and new technology; what is the role of AI, DLE and more? 
- Outlining what it takes to scale new technologies  
- Understanding where investment is going, and where innovation is still needed 

  • Christian Graf, Director, Dorfner Anzaplan
  • Adam Panayi, Chief Research Officer, Benchmark Mineral Intelligence
  • David Anonychuk, Global VP Metallurgy & Consulting, SGS
  • Nicholas Lugansky, Head of Mining, SLB
15:00 - 15:15

Benchmark Keynote Presentation: Rare Earths

  • Michael Finch, Head of Strategic Initiatives, Benchmark Mineral Intelligence
15:15 - 15:55

Fireside Chat: Securing the U.S. Rare Earth Future

- Addressing the significance of domestic rare earth production for energy security 

- Innovating processing and refining to localize magnet supply

 

  • Michael Finch, Head of Strategic Initiatives, Benchmark Mineral Intelligence
  • Ryan Corbett, Chief Financial Officer, MP Materials
15:55 - 16:10

Keynote Presentation: The New Force in Rare Earths: Kangankunde Project

  • Michael Finch, Head of Strategic Initiatives, Benchmark Mineral Intelligence
  • Zac Komur, Executive Director – Project Delivery of Kangankunde Rare Earths, Lindian Resources
16:10 - 16:30

Networking Break

16:30 - 16:45

Keynote Presentation: Have Lithium Equities Turned the Corner? Level Setting the 2026 Outlook

  • Sean Gilmartin, Sr. Analyst, US Chelmicals, Bloomberg
16:45 - 16:55

Keynote Presentation: Industry Track Record in Ramping-up Critical Mineral Projects

  • Adam Webb, Head of Battery Raw Materials, Benchmark Mineral Intelligence
  • David Anonychuk, Global VP Metallurgy & Consulting, SGS
16:55 - 17:30

Panel Discussion: Accelerating Commercial Scale Project Development - Permitting and Regulatory Frameworks

  • Adam Webb, Head of Battery Raw Materials, Benchmark Mineral Intelligence
  • Jamie Liang, President and CEO, TerraVolta Resources
  • Fiorella Sist, Project Director, Hargrove Engineers and Constructors
17:30 - 19:30

Networking Reception

Thursday 20th November, 2025

08:00 - 09:00

Networking Breakfast

09:00 - 09:15

Battery Demand Dynamics in 2025 and Beyond

  • Adam Panayi, Chief Research Officer, Benchmark Mineral Intelligence
09:15 - 09:35

The Benchmark Picture: from Mine to Grid

  • Adam Webb, Head of Battery Raw Materials, Benchmark Mineral Intelligence
  • Iola Hughes, Head of Research, Benchmark Mineral Intelligence
09:35 - 10:10

Panel Discussion: Sustainability at Scale in the Battery Supply Chain

  • Daniel Fletcher-Manuel, Director - Indexing & Derivatives, Benchmark Mineral Intelligence
  • Stefan Debruyne, Director of External Affairs, SQM Lithium
  • Andrew Bogrand, Senior Policy Advisor for Natural Resource Justice, Oxfam
10:10 - 10:45

Panel Discussion: Circularity and Recycling's Role in Building a Strong Critical Mineral Supply Chain

  • Adam Webb, Head of Battery Raw Materials, Benchmark Mineral Intelligence
  • Christian Spano, Director of Circularity, Vale Base Metals
  • Tina Jeffress, Group Manager for Energy and Sustainability, Panasonic Corporation of North America
  • Matthew Cooper, VP of Business Development USA & China, Green Li-ion
10:45 - 11:00

Keynote Presentation: Activating U.S. Anode Capacity Now — Delivering Local Supply Without Compromising Cost or Performance

  • Adam Webb, Head of Battery Raw Materials, Benchmark Mineral Intelligence
  • Rutger Van Raalten, Chief Executive Officer & Co-Founder, Carbon X
11:00 - 11:15

Keynote Presentation: Arizaro Project

  • Adam Webb, Head of Battery Raw Materials, Benchmark Mineral Intelligence
  • Jose de Castro Alem, President South America, Lithium Chile
11:15 - 11:50

Panel Discussion: Innovation in Mining Technologies

  • Erez Ichilov, Founder, Cedrus Arbor LLC
  • Darryl Steane, Chief Development Officer, Ceibo
  • Tyler Hall, President, ExploreTech
  • Spencer Aertker, VP of Mining, Eden
  • Julia Greenwald, Director of Strategy and Partnerships, Rock Zero
12:00

Lunch & Close of Conference