This panel will explore next-generation battery technologies and their implications for lithium and critical minerals demand, helping investors and industry participants assess future market and project risk. 

• Advancements in solid-state, semi-solid-state, and silicon anodes  

• Sodium-ion vs lithium-ion: A disruption risk or overstated threat? What realistic sodium-ion penetration means for lithium demand forecasts and project risk  

• The rise of high-manganese chemistries (LMFP, LMR) and their adoption in the West. How will this impact battery raw material demand?  

• China’s solid state innovations: What does this mean for international markets? 

• How is demand from data centers and ESS shaping battery technology innovation?