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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

3rd - 4th June, 2025
Ronald Reagan Building and International Trade Center
1300 Pennsylvania Avenue NW
Washington DC, United States
In Person Event

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Tuesday 3rd June, 2025

08:00 - 08:30

Networking Breakfast

08:30 - 09:00

Words of Welcome

  • Simon Moores, Executive Chairman, Benchmark Mineral Intelligence
  • Professor M. Stanley Whittingham, Nobel Laureate,
09:00 - 09:20

America First in the Battery Race: Leadership, Security, and Strategy

  • A national security perspective on the critical mineral supply chain—underscoring the strategic imperative to reduce dependence on adversarial nations and reassert American leadership in mineral sourcing, processing, and manufacturing.
  • Senator Tom Cotton, Senator for Arkansas, U.S. Senate
  • Andrew Miller, Chief Executive Officer, Benchmark Mineral Intelligence
09:20 - 09:40

Advancing Battery Innovation and Strengthening America's Supply Chain

  • As the automotive industry accelerates toward electrification, securing a stable and scalable supply of critical minerals has become a top priority. In this session, GM shares insights on sourcing strategies, upstream partnerships, and the role of automakers in reshaping the mineral supply chain.
  • Kurt Kelty, Vice President, Battery, Propulsion, and Sustainability, General Motors
  • Andrew Miller, Chief Executive Officer, Benchmark Mineral Intelligence
09:40 - 10:00

Price Transparency in Critical Minerals

  • Caspar Rawles, Chief Operating Officer, Benchmark Mineral Intelligence
  • Jean-Luc Amos, Director, Market Development, ICE
10:00 - 10:20

Networking Break

10:20 - 10:40

Unlocking America’s Potential: Building a Resilient Critical Mineral Strategy

  • Senator John Hickenlooper, Senator for Colorado, U.S. Senate
  • Bryan Bille, Policy & Geopolitical Principal, Benchmark Mineral Intelligence
10:20 - 11:40

US Regional Spotlights

  • State-level policy initiatives supporting production 
  • Leading states in critical mineral production and processing
  • Economic benefits of localized supply chain investments
  • Collaboration between state governments and private industry
  • Brent Wilson, CEO, Galvanic Energy
  • Noemi Gallardo, Commissioner, California Energy Commission
  • Cristina Paredes, Executive Director of SC Nexus, South Carolina Department of Commerce
10:40 - 10:55

Bridging America’s Raw Material Disconnect

  • Graham Kerr, Chief Executive Officer and Managing Director, South32
  • Daisy Jennings-Gray, Head of Prices, Benchmark Mineral Intelligence
10:55 - 11:10

The Turbulent but Certain Path Towards Electrification

  • Philip Lienert, External Affairs/Government Relations Manager, LG Energy Solution
  • Iola Hughes, Head of Research, Benchmark Mineral Intelligence
11:10 - 11:35

Securing Copper for a Resilient Energy Future

  • Copper demand growth for EVs, grid storage, and renewables
  • Expanding US copper mining and refining capacity
  • Addressing supply constraints and price volatility
  • Daan De Jonge, Lead Analyst - Copper Demand & Prices, Benchmark Mineral Intelligence
  • Jonathan Absolon, VP of Commodity Strategy, Anglo American
11:35 - 11:50

U.S. Policy in 2025 and the Shifting Landscape of Trade and Investment

  • Chris Berry, Founder and President, House Mountain Partners
  • Frank Fannon, Managing Director, Fannon Global Advisors
11:40 - 12:00

Building Project Resilience for a Stronger U.S. Supply Chain 

  • Fiorella Sist, Project Director, Hargrove Engineers and Constructors
11:50 - 12:05

Navigating Global Markets and Critical Mineral Trade

  • Andrew Miller, Chief Executive Officer, Benchmark Mineral Intelligence
  • Mehdi Lemsagued, Managing Director, Manatrade AG
12:05 - 13:00

Networking Lunch

13:00 - 13:20

Cathode & Battery Innovation

  • Chirranjeevi Gopal, Chief Technology Officer and Co-Founder, Mitra Chem
  • Daisy Jennings-Gray, Head of Prices, Benchmark Mineral Intelligence
13:00 - 13:30

Finance Spotlights

  • Anticipating battery value chain bankability issues early on to best position a project for financing
  • Different pools of investors at different stages
  • Timeline and sequencing
  • Will Talbot, Research Manager, Benchmark Mineral Intelligence Ltd
  • Chloe Tacconi, Director - Battery, Mining and Industries, Societe Generale
  • Tim Van Pelt, Global Lead Batteries & Charging, Sustainable Value Chains, ING
13:20 - 13:40

What It Takes to Build Mineral Supply Chains for Energy Security

  • Kunal Sinha, SVP Marketing and Global Head, Recycling, Glencore
  • Beatrice Browning, Battery Recycling Technology Lead, Benchmark Mineral Intelligence
13:30 - 14:00

Addressing the Permitting Barrier

  • Addressing permitting pain points for gigafactories and mineral facilities
  • Finding efficiencies and utilizing tools like FAST-41 to accelerate the permitting process to meet urgency and scale 
  • The limits of executive orders and need for Congressional action
  • Understanding state and federal dynamics
  • Learning from recent success stories (and cautionary tales) in the U.S. and abroad
     
  • Peter Stahley, Senior Vice President, Cassidy and Associates
  • Manisha Patel, Acting Executive Director, Permitting Council
  • Rebecca Konolige, Director of Federal Affairs, ZETA
  • Thomas Hochman, Director of Infrastructure Policy, Foundation for American Innovation
13:40 - 14:15

Navigating Tax Credits, Trade Policy, and U.S. Manufacturing Goals

  • Donald Davidson, Head of Federal Affairs and Political Strategy, Volkswagen Group of America
  • Samm Gillard, Executive Director, BATT Coalition
  • Jennifer Safavian, President and CEO, Autos Drive America
  • Dan Anziska, Partner, Troutman Pepper
  • Phillip Sherman, Senior Manager, International and Industry Affairs, Mercedes-Benz
14:00 - 15:30

Supply Chain Innovations

  • Hear from energy transition innovators on new projects and technologies to build a strong battery supply chain
  • Paramita Das, Senior Advisor to the CEO and Chief Strategy Officer, Stardust Power Inc
  • Julian Dunn, Vice President, Sudeep Advacned Materials
  • Steve Cotton, Chief Executive Officer, President and Director, Aqua Metals
  • Ian Rodger, CEO, Jindalee Lithium
  • John Busbee, CEO & Founder, Xerion Advanced Battery
  • Erez Ichilov, Founder, Cedrus Arbor LLC
14:15 - 14:30

The Smackover Formation: Unlocking Lithium’s Strategic Value for Texas and Beyond

  • Ken Biberaj, Executive Managing Director, Savills
  • Congressman Nathanial Moran, U.S. House of Representatives, Congressman from Texas
14:30 - 14:50

Building a Sustainable Supply Chain

  • Enhancing transparency and accountability across the supply chain
  • The importance of bipartisan support in creating a sustainable domestic supply chain
     
  • Albert Gore, Executive Director, ZETA
  • Abigail Hunter, Executive Director, Center for Critical Mineral Strategy, SAFE
  • Alexis Georgeson, Vice President, Government Relations, Communications, and Consumer Recycling Programs, Redwood Materials
  • Tina Jeffress, Group Manager for Energy and Sustainability, Panasonic Corporation of North America
  • Stefan Debruyne, Director of External Affairs, SQM Lithium
15:05 - 15:30

Powering the Future: Chile’s Lithium Strategy and the Path Forward

  • Beatriz Herrera, Investment Commissioner, InvestChile
  • Juan Gabriel Valdes S, Ambassador of Chile to the United States of America, Embassy of Chile
15:30 - 15:45

Networking Break

15:45 - 16:15

Deep Sea Mining: Unlocking New Frontiers for Critical Minerals

  • Exploring the potential of deep sea resources to meet growing demand for critical metals like nickel and cobalt
  • Addressing environmental, regulatory, and technological challenges to responsible seabed extraction
  • Industry perspectives on project readiness, innovation, and the path to commercial viability
     
  • Ernest Scheyder, Reporter, Reuters News
  • Craig Shesky, Chief Financial Officer, The Metals Company
  • David Anonychuk, Global VP Metallurgy & Consulting, SGS
  • Oliver Gunasekara, CEO & Co-Founder, Impossible Metals Inc.
16:15 - 16:25

From Battery Scrap to Battery Grade - How the Recycling Industry is Evolving

  • Beatrice Browning, Battery Recycling Technology Lead, Benchmark Mineral Intelligence
16:25 - 17:05

The Business and Policy Case for Battery Recycling

  • The role of battery recycling in building a circular economy
  • The Importance of policy and regulatory support for scaling up battery material recovery
  • Emma Bishop, Vice President, Venn Strategies
  • Beatrice Browning, Battery Recycling Technology Lead, Benchmark Mineral Intelligence
  • David Fauvre, Co-Founder and Chief Strategy Officer, Blue Whale Materials
  • Shane Thompson, EVP Strategy & Business Development, Cirba Solutions
  • Chao Yan, CEO, Princeton NuEnergy
17:05 - 17:15

US Battery Storage in a Shifting Policy Landscape

  • Iola Hughes, Head of Research, Benchmark Mineral Intelligence
17:15 - 18:00

Scaling Storage for a Resilient Energy Future

  • Scaling up domestic production of grid-scale energy storage solutions
  • Overcoming cost and efficiency challenges in large-scale deployment
     
  • Paul Dorsey, Associate General Counsel - Regulatory and External Affairs, Samsung SDI America
  • Vikash Venkataramana, President - US Sales & Business Development, REPT.
  • Suzanne Leta, VP, Policy and Advocacy, Americas, Fluence
  • Iola Hughes, Head of Research, Benchmark Mineral Intelligence
  • Katie Clasen, Principal, Prelude Ventures
18:00

Networking Reception

Wednesday 4th June, 2025

08:00 - 08:45

Networking Breakfast

08:45 - 09:10

Words of Welcome

  • Adam Panayi, Chief Research Officer, Benchmark Mineral Intelligence
09:10 - 09:30

Powering the Nation: Critical Minerals and U.S. Competitiveness

  • Senator Lisa Murkowski, Senator for Alaska, U.S. Senate
  • Simon Moores, Executive Chairman, Benchmark Mineral Intelligence
09:30 - 09:50

Building a Vertically Integrated Lithium Ecosystem 

  • Bari Bean, Deputy CEO of Natural Resources, County of Imperial
  • Jesus Eduardo Escobar, Supervisor, Imperial County
  • Ryan Kelley, County Supervisor, County of Imperial
  • Congressman Raul Ruiz, U.S. House of Representatives, Congressman for California
09:50 - 10:30

How U.S. Policy and Global Tensions Are Redrawing Trade Lines

  • Addressing the impact of geopolitical tensions on supply chain stability
     
  • Gracelin Baskaran, Director, Critical Minerals Security, Center for Strategic and International Studies (CSIS)
  • Sarah Bianchi, Senior Managing Director, Chief Strategist of International Political Affairs and Public Policy, Evercore
  • Chris Berry, Founder and President, House Mountain Partners
  • David Abraham, Director, Three Legged Capital LLC
  • Jeff Gaulin, Vice President of Corporate Affairs & Communications, Vale Base Metals
10:30 - 10:50

Building a Secure Lithium Supply Chain in North America

  • Andrew Miller, Chief Executive Officer, Benchmark Mineral Intelligence
  • Eric Norris, EVP and Chief Commercial Officer, Albermarle
10:50 - 11:05

Networking Break

11:05 - 11:30

The Defense Case for Critical Mineral Security

  • This session offers a defense community perspective on how critical minerals directly enable advanced military systems, and the operational risks posed by supply disruptions—highlighting the need for coordinated procurement, stockpiling, and industrial base planning.
  • Eric Shields, Senior Battery Advisor - Policy, Analysis, & Transition OASD, Industrial Base Policy, OUSD for Acquisition & Sustainment, U.S. Department of Defense
  • Joe Bryan, Principal, Muswell Orange
  • Rodrik Cave, Publisher, CTO Countertrade & Offset
11:30 - 11:50

Navigating Tariffs

  • The impact of tariffs on raw material costs and supply chain resilience
  • Navigating global trade dynamics while securing reliable supply sources
  • Strategies for mitigating tariff-related risks in battery manufacturing
     
  • Zhiwei Chen, Counsel, Crowell
  • Iola Hughes, Head of Research, Benchmark Mineral Intelligence
11:30 - 12:00

Mobilizing Federal Investment for Energy Independence

  • Mahnaz Khan, Vice President of Policy for Critical Supply Chains, Silverado Policy Accelerator
  • Pat Risner, President, Hermosa, South32
  • Adam Burstein, Technical Director for Strategic and Critical Materials, Office of the Assistant Secretary of Defense for Industrial Base Policy, U.S. Department of Defense
11:50 - 12:20

Minerals in Focus: Nickel

  • Parvin Adeli, Manager, Batteries, Nickel Institute
  • Robert Seguin, Market Development, Vale Canada Limited
12:00 - 12:10

Powering American Industry Through Innovation and Mineral Security

  • Carolyn Schnyder, Deputy Assistant Secretary, U.S. Department of Energy
12:10 - 13:00

Next Generation of US Mining and Refining

  • Innovations in extraction and refining processes for critical minerals
  • Advancing US-based refining to reduce dependence on foreign suppliers
  • Sharad Dubey, Global Business Development Manager, SLB
  • Venkee Sharma, Executive Chairman, Aquatech
  • Jesse Edmondson, Director of Government Relations, Standard Lithium
  • Jason Muller, Head of Public Policy, Equinor
  • Daisy Jennings-Gray, Head of Prices, Benchmark Mineral Intelligence
12:20 - 12:40

Evaporation Reinvented: From Doubling Pond Output to Halving DLE Energy Use

  • Sean Zheng, CEO, Princeton Critical Minerals
12:40 - 13:00

Preserving 45X for Critical Minerals: What Stakeholders Need to Know

  • KaLeigh Long, CEO, Westwin Elements
13:00 - 13:50

Networking Lunch

13:50 - 14:00

Minerals in Focus: Cathode & Anode Raw Materials

  • Will Talbot, Research Manager, Benchmark Mineral Intelligence Ltd
13:50 - 15:10

Rare Earths and the Race for Resource Security

  • Securing domestic rare earth mining and refining capabilities
  • Reducing US dependence on Chinese rare earth supply chains
  • Applications of rare earths in defense, EVs, and electronics
     
  • Ramon Barua, CEO, Aclara Resources
  • David Petitjean, Director, Sales Critical Minerals, Rio Tinto
  • Christine Burow, Chief Marketing Officer, Torngat Metals
  • Zac Komur, Executive Director – Project Delivery of Kangankunde Rare Earths, Lindian Resources
  • Daan De Jonge, Lead Analyst - Copper Demand & Prices, Benchmark Mineral Intelligence
14:00 - 14:45

Lithium in the Lead: Supply, Innovation, and the Global Race for Scale

  • Roland Chavasse, Secretary General, International Lithium Association
  • Ken Brinsden, Chief Executive Officer, PMET Resources
  • Rock Hoffman, Equity Research Analyst, Bank of America
  • Leigh Clarke, VP, Government and Regulatory, E3 Lithium
  • Ashish Patki, Director, Business Development and Market Intelligence, Rio Tinto
14:45 - 15:00

Expanding US Government Advocacy in Critical Minerals

  • Hiro Rodriguez, Executive Director of the Advocacy Center, U.S. Department of Commerce
15:00 - 15:30

The DRC's Role in Critical Mineral Production

  • Mike Blakeney, Head of Government and Public Affairs, Cobalt Institute
  • Marie-Chantal Kaninda, President of Glencore DRC, Glencore
15:10 - 15:30

North American Lithium Supply in a Global Context

  • Opportunities and Pressures Across the Value Chain
15:30 - 15:45

Networking Break

15:45 - 16:00

Inside the EV Supply Chain - What it takes to build at scale

  • Caspar Rawles, Chief Operating Officer, Benchmark Mineral Intelligence
  • Tara Berrie, Director of Battery Cell Materials & Rare Earth Sourcing, Rivian
16:00 - 16:30

Financing the Future: Aligning Public and Private Capital for Mineral Projects

  • Understanding the US public funding structures for international projects
  • Learning from international successes; what role have sovereign wealth funds played?
  • Optimizing the relationship between public and private sectors to secure funding for critical mineral projects
     
  • Kristi Rogers, PRISM, Co-Founder & President
  • Rierens Loupatty, VP of Investments, INA
  • Tom Haslett, Director for Energy and Critical Minerals Policy, U.S. International Development Finance Corporation
  • Andrew Jory, Minister Counsellor, Embassy of Australia
16:30 - 17:10

The Role of Geopolitics in the Global Critical Mineral Supply Chain

  • Understanding how to strengthen domestic supply chains through international partnerships
  • Addressing growing global demand for lithium and how to meet this
  • Navigating policy and investment risks 
     
  • Mike Blakeney, Head of Government and Public Affairs, Cobalt Institute
  • Septian Hario Seto, Member of National Economic Council, Republic of Indonesia
  • Diego von Vacano, Professor, Texas A&M University
  • Bryan Bille, Policy & Geopolitical Principal, Benchmark Mineral Intelligence
  • Johanna Kruger, Counsellor and Head of Section, Environment and Energy, Embassy of Canada to the US
  • Maria Fernanda Avila, Congresswoman, Congress of Argentina
18:00

Close of Conference and Networking