Featured Live Lounge
E2: Ken Hoffman, Founder and CEO, Traubenbach Associates
Ken Hoffman, Founder and CEO of Traubenbach Associates, reflects on decades at the forefront of energy, metals, and battery markets. Drawing on his experience as an industry analyst and advisor, Ken explores how China’s rapid innovation is reshaping the global EV and battery landscape, the risks of poor capital allocation in lithium and battery materials, and what defines credible leadership in an increasingly competitive market. From advising startups on securing investment to challenging Western companies to innovate beyond imitation, Ken shares clear-eyed insights on execution, strategy, and the future of the energy transition.


