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Behind the AI Boom: How Data Centre Demand is Reshaping BESS, Lithium, LFP and Copper Markets

Thursday 30th April, 2026
Online
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Benchmark Summit Cape Town 2026
Benchmark Summit Cape Town 2026

Benchmark Summit Cape Town 2026

Time and Location

Monday 9th February, 2026
Vineyard Hotel
60 Colinton Rd
Newlands, South Africa
In Person Event

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Monday 9th February, 2026

10:00 - 10:15

Registration Opens

10:15 - 10:20

Welcome Remarks

10:20 - 10:45

Insights Presentation: A Look Across Dynamics of Lithium, Cobalt, Nickel and Manganese Markets in 2026​

10:45 - 11:00

Corporate Fireside Chat

11:00 - 11:15

Corporate Presentation

11:15 - 11:30

Insights Presentation: Rare Earths Outlook

Reviewing the impact of ex-China policy and supply risk on rare earths prices

11:30 - 11:50

Industry Panel: African Mining Regulation

  • Understanding the regulatory landscape of different jurisdictions in Africa​

  • Where’s the support, how do they compare​

  • Key challenges

11:50 - 12:00

Corporate Presentation

12:00 - 12:30

Networking lunch

12:30 - 13:00

Industry keynote: Global Outlook for Commodities in 2026

Understanding the drivers and macro indicators​

China/USA trade implications latest​

Copper, macros and global industrial health

13:00 - 13:20

Industry Keynote & Fireside Chat

13:20 - 13:35

SBG Securities Commodities Outlook & Structuring

13:35 - 13:45

Corporate Presentation

13:45 - 13:55

Understanding the Current Copper Market

13:55 - 14:15

Industry Panel: Battery Metals Outlook for 2026

14:15 - 14:20

Closing Remarks

14:20

End of Conference & Networking Drinks