The session will open with a live audience vote on whether energy storage systems (ESS) could feasibly overtake electric vehicles (EVs) as the primary driver of lithium demand. The audience will then vote at the end to determine which of the arguments presented is the most persuasive and their sentiment about the future of ESS demand. How large is global ESS demand today, and how meaningful is it relative to EV demand? Why ESS demand is accelerating as EV adoption slows, and how sustainable is this growth? 2026'2030 outlook: how fast ESS demand could scale relative to EVs over the next five years, and what that trajectory implies for lithium pricing, offtake strategies, and capacity investment decisions How buyers and producers should recalibrate offtake and capacity planning if ESS demand accelerates