Panel | From EVs to ESS: How Energy Storage is Rewriting the Battery Demand Narrative
22 Jun 2026
(Pre-Day) Macro Market Intelligence Briefing
Pre-Day: Macro Market Intelligence Briefing
Please note: This session is part of a paid add-on - The Pre-Day Workshop - and is not included in the standard delegate pass.
ESS vs EVs as competing and complementary demand drivers How chemistry shifts in ESS alter long-term lithium demand assumptions What raw materials producers should watch over the next 24 months Signals that ESS demand is becoming structural rather than policy-drivers Key takeaways for miners, converters, investors and policymakers


