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June 22-25, 2026 | Las Vegas, USA

Fastmarkets Global Lithium, Battery & Critical Materials 2026

June 22-25, 2026 | Las Vegas, USA

Agenda

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22 Jun 2026
  1. Sunrise Yoga
  2. Registration, Networking & Coffee
    (Pre-Day) Macro Market Intelligence Briefing
  3. Host Welcome to ESS Fundamentals
    (Pre-Day) ESS Fundamentals
    • Pre-Day: ESS Fundamentals
  4. Host Welcome to Macro Market Intelligence Briefing
    (Pre-Day) Macro Market Intelligence Briefing
    • Pre-Day: Macro Market Intelligence Briefing
  5. Presentation | Macro Policy Insight: Geopolitics, Trade Flows and Policy Developments
    (Pre-Day) Macro Market Intelligence Briefing
    • Pre-Day: Macro Market Intelligence Briefing
  6. Presentation | Forecasts vs Reality: Understanding Global Energy Storage Demand Growth
    (Pre-Day) ESS Fundamentals
  7. Presentation & Fireside Chat | Energy Storage in the U.S: Mapping Regional Demand
    (Pre-Day) ESS Fundamentals
    • Pre-Day: ESS Fundamentals
  8. Presentation | Global EV Demand Outlook 2026-2030
    (Pre-Day) Macro Market Intelligence Briefing
    • Pre-Day: Macro Market Intelligence Briefing
  9. Networking & Refreshments Break
    (Pre-Day) Macro Market Intelligence Briefing
  10. Panel | From EVs to ESS: How Energy Storage is Rewriting the Battery Demand Narrative
    (Pre-Day) Macro Market Intelligence Briefing
    • Pre-Day: Macro Market Intelligence Briefing
  11. Panel | ESS Market Drivers
    (Pre-Day) ESS Fundamentals
  12. Panel | Battery Chemistries Roadmap for Energy Storage: Risk and Demand Implications?
    (Pre-Day) ESS Fundamentals
    • Pre-Day: ESS Fundamentals
  13. Presentation & Fireside Chat | Battery Chemistry Roadmaps: Mapping Battery Chemistry Evolution
    (Pre-Day) Macro Market Intelligence Briefing
    • Pre-Day: Macro Market Intelligence Briefing
  14. Lunch & Networking Break
    (Pre-Day) Macro Market Intelligence Briefing
  15. Presentation | China's Energy Storage Market: Scale, Pricing and Global Market Impact
    (Pre-Day) ESS Fundamentals
    • Pre-Day: ESS Fundamentals
  16. Presentation | Midstream Technologies in Focus: Scaling Refining, Conversion and DLE in a Cost-Constrained Market
    (Pre-Day) Macro Market Intelligence Briefing
    • Pre-Day: Macro Market Intelligence Briefing
  17. Presentation | U.S. Regulatory Impact on the Energy Storage Market
    (Pre-Day) ESS Fundamentals
    • Pre-Day: ESS Fundamentals
  18. Fireside Chat | Black Gold Meets White Gold: How Oil & Gas Capital is Reshaping Lithium Production & DLE
    (Pre-Day) Macro Market Intelligence Briefing
    • Pre-Day: Macro Market Intelligence Briefing
  19. Networking & Refreshments Break
    (Pre-Day) Macro Market Intelligence Briefing
  20. Presentation | Hedging for Volatility: Practical Futures and Risk Management Tools for Battery Raw Materials
    (Pre-Day) Macro Market Intelligence Briefing
    • Pre-Day: Macro Market Intelligence Briefing
  21. Lithium, Battery and Critical Materials Pre-Day Summary & Conclusion
    (Pre-Day) Macro Market Intelligence Briefing
    • Pre-Day: Macro Market Intelligence Briefing
  22. ESS Fundamentals Pre-Day Summary & Conclusion
    (Pre-Day) ESS Fundamentals
    • Pre-Day: ESS Fundamentals
  23. Welcome Ceremony & Drinks Reception
  24. Lithium Advisory Board Meet Up
23 Jun 2026
  1. 5K Lithium Run Club
  2. Registration Opens, Coffee & Networking Breakfast
  3. Welcome to Vegas 2026
    Global Lithium, Battery & Critical Materials Stage
  4. Opening Keynote Welcome Address
    Global Lithium, Battery & Critical Materials Stage
  5. Chair's Welcome & Introduction
    Strategic Materials Summit
  6. Policy Keynote Address | US Defense Strategic Priorities for Critical Materials
    Strategic Materials Summit
  7. Keynote Address | Securing America's Battery Future: U.S. Strategy for Lithium & Critical Materials
    Global Lithium, Battery & Critical Materials Stage
    • Policy
    • Critical Materials
    • Critical Minerals
  8. National Defense Keynote Address | Delivering Supply Security: Strategic Stockpiling Procurement and Industry Partnership
    Strategic Materials Summit
  9. Keynote Speech | Empowering the Energy Transition: State Leadership and the Future of the U.S. Lithium Supply Chain
    Global Lithium, Battery & Critical Materials Stage
    • Critical Materials
    • Policy
    • Critical Minerals
  10. Keynote Panel | From Energy Transition to National Security: Batteries as the New Defense Frontier
    Global Lithium, Battery & Critical Materials Stage
    • Lithium
    • Policy
    • Critical Minerals
    • Battery Raw Materials
    • Investment & Finance
  11. Industry Keynote Address | Supply and Demand Market Dynamics: Navigating the Impact for Defense Programs and Complex Supply Chains
    Strategic Materials Summit
  12. Keynote Panel Discussion |Balancing Demand Growth and Supply Constraints: Strengthening Resilient Supply Chains for Defence Strategic Materials
    Strategic Materials Summit
  13. Networking & Refreshments Break
  14. Networking & Refreshments Break
    Strategic Materials Summit
  15. Keynote Presentation | Lithium Market Outlook 2026-2030: Navigating Shifting Supply -Demand Dynamics
    Global Lithium, Battery & Critical Materials Stage
    • Lithium
    • ESS
    • Critical Minerals
    • Market Outlook
  16. Presentation | Building Transparency and Resilience by Navigating Rapidly Evolving Market Dynamics and Pricing Trends Across Defense Critical Minerals
    Strategic Materials Summit
  17. Panel | Resource Resilience: What Will It Take to Establish a Competitive EV and ESS Supply Chain?
    Global Lithium, Battery & Critical Materials Stage
    • Critical Materials
    • Policy
    • Critical Minerals
    • Investment & Finance
  18. Presentation | Mapping and Translating Defence and Aerospace Demand to Strengthen Procurement and Supply Chain Strategies
    Strategic Materials Summit
  19. Panel | Scaling Midstream Capacity: Strengthening Processing to Support Supply Security
    Strategic Materials Summit
  20. Theme: DLE - Direct Lithium Extraction
    Innovation & Transformation Stage
  21. Panel | The Next Chapter in the China Playbook: Innovation, Integration, and Global Impact
    Global Lithium, Battery & Critical Materials Stage
    • ESS
    • Processing & Refining
    • Policy
    • Battery Chemistry
    • Market Outlook
  22. Presentation | Estimating Superalloy Demand: Turning Aerospace Production into Material Requirements
    Strategic Materials Summit
  23. Presentation | Rare Earth Elements: Establishing a Sustainable Ex-China Supply Chain
    Global Lithium, Battery & Critical Materials Stage
    • Policy
    • Critical Minerals
    • Investment & Finance
  24. Lunch & Networking Break
  25. Registration & Lunch
    Battery & Energy Storage Stage
  26. Lunch & Networking Break
    Strategic Materials Summit
  27. Lunch & Networking Break
    Innovation & Transformation Stage
  28. Presentation | Zelandez
    Global Lithium, Battery & Critical Materials Stage
  29. Panel | Unlocking the Smackover: The U.S. Lithium Growth Engine and the Path to Commercial, Scalable DLE
    Global Lithium, Battery & Critical Materials Stage
    • DLE
    • Lithium
    • Critical Minerals
    • Investment & Finance
    • Extraction Technology
    Andy Robinson
    Andy Robinson, President and COO - Standard Lithium
    Matthew McCowan
    Matthew McCowan, U.S. Lithium Manager - ExxonMobil
  30. Roundtable Discussion
    Battery & Energy Storage Stage
  31. Roundtable One
    Battery & Energy Storage Stage
  32. Presentation | Battery Materials in Defence and Aerospace: What Demand Looks Like and What It Means for Supply
    Strategic Materials Summit
  33. Theme: DLE - Direct Lithium Extraction
    Innovation & Transformation Stage
  34. Presentation | Rare Earth Magnets: Securing Supply for Defence Systems and Advanced Manufacturing
    Strategic Materials Summit
  35. Theme: ESS - Energy Storage
    Innovation & Transformation Stage
  36. Panel | Funding Lithium Projects in Volatile Markets: Capital, Costs and Location Decisions
    Global Lithium, Battery & Critical Materials Stage
    • Lithium
    • Investment & Finance
  37. Presentation | Specialty Metals Outlook: Supply Demand and Pricing Across Critical Technology Materials
    Strategic Materials Summit
  38. Networking & Refreshments Break
    Strategic Materials Summit
  39. Networking & Refreshments Break
    Battery & Energy Storage Stage
  40. Panel | From Promise to Production: The Commercialisation Challenge for DLE
    Global Lithium, Battery & Critical Materials Stage
    • DLE
    • Investment & Finance
    • Extraction Technology
  41. Roundtable Two
    Battery & Energy Storage Stage
  42. Presentation | Tungsten Market Outlook
    Strategic Materials Summit
  43. Networking & Refreshments Break
    Innovation & Transformation Stage
  44. Panel | Tungsten Under Pressure: Supply Security Trade Flows and Demand from Strategic Industries
    Strategic Materials Summit
  45. Panel | Inside Nevada's Lithium Loop: Project Updates and the Race to Deliver U.S. Lithium Supply
    Global Lithium, Battery & Critical Materials Stage
    • Lithium
    • Critical Materials
    • Policy
    • Critical Minerals
    • Battery Raw Materials
  46. Theme: AI in Mining & Exploration
    Innovation & Transformation Stage
  47. Presentation | Recycling and Secondary Supply: Expanding Contribution to Critical Materials Supply
    Strategic Materials Summit
  48. Debate | Energy Storage vs EVs: Is ESS Set to Become the Primary Driver of Lithium Demand?
    Global Lithium, Battery & Critical Materials Stage
    • Lithium
    • Critical Materials
    • Critical Minerals
    • Battery Raw Materials
    Marek Kubik
    Marek Kubik, Energy Storage Expert & Thought Leader, Co-Founder - Fluence
  49. Panel | Building Supply Networks Across Partners: Aligning Policy Trade and Industry
    Strategic Materials Summit
  50. Drinks Reception & VOLTAS 2026 Awards
  51. Networking Reception
    Strategic Materials Summit
24 Jun 2026
  1. Registration Opens, Coffee & Networking Breakfast
  2. Executive Breakfast Club
  3. Registration & Networking
    Battery & Energy Storage Stage
  4. Host Welcome
    Global Lithium, Battery & Critical Materials Stage
  5. Welcome & Opening Remark
    Battery & Energy Storage Stage
  6. Presentation | National Lithium Strategies in Focus: Chile and Bolivia After Political Transition
    Global Lithium, Battery & Critical Materials Stage
    • Lithium
    • Policy
  7. Fireside Chat | Defining the ESS market structure and its future
    Battery & Energy Storage Stage
    Marek Kubik
    Marek Kubik, Energy Storage Expert & Thought Leader, Co-Founder - Fluence
  8. Panel | The Next Chapter for Latin American Lithium: Scaling Supply for Global Demand
    Global Lithium, Battery & Critical Materials Stage
    • Policy
    • Critical Minerals
    • Investment & Finance
  9. Panel | Securing and building global supply chains: Market risks, alignment opportunities
    Battery & Energy Storage Stage
    Emily Burlinghaus
    Emily Burlinghaus, Director, Energy Storage Manufacturing & Supply Chain - Solar Energy Industries Association (SEIA) ?
  10. Theme: Market Outlooks - Gigafactories, Demand Drivers & Battery Materials (Anodes & CAMs)
    Innovation & Transformation Stage
  11. Presentation | From Commitments to Capacity: Measuring the Impact of the Australia-U.S. Critical Minerals Framework
    Global Lithium, Battery & Critical Materials Stage
    • Policy
    • Critical Minerals
    • Investment & Finance
  12. Networking & Refreshments Break
  13. Networking & Refreshments Break
    Battery & Energy Storage Stage
  14. Panel | From Resource Powerhouse to Resilience Engine: Canada's Role in North America's Battery Future
    Global Lithium, Battery & Critical Materials Stage
    • Critical Materials
    • Policy
    • Critical Minerals
    • Battery Raw Materials
  15. Presentation | A spotlight on FEOC: Implications for the US and global supply chain
    Battery & Energy Storage Stage
    Nathan Picarsic
    Nathan Picarsic, Co-Founder - Horizon Advisory
  16. Panel | ESS as a Core Infrastructure Asset: What Makes Projects Bankable
    Battery & Energy Storage Stage
    Jamie Daggett
    Jamie Daggett, Energy Storage and Fuel Cell Lead Advisor - Ariel Green
  17. Fireside Chat | China Uncovered: Myths, Realities, and Market Truths
    Global Lithium, Battery & Critical Materials Stage
    • Critical Minerals
    • Market Outlook
  18. Presentation | Operations: performance & trading
    Battery & Energy Storage Stage
  19. Panel | The Missing Link: Accelerating North America's Midstream
    Global Lithium, Battery & Critical Materials Stage
    • Processing & Refining
    • Policy
    • Critical Minerals
    • Investment & Finance
  20. Panel | Data Centres and AI - meeting the demand
    Battery & Energy Storage Stage
    Claire McConnell
    Claire McConnell, VP of Energy Storage Development - Redwood Materials
    Paul Charles
    Paul Charles, CEO, President & Founder; Co-Chair, ESS & Data Center Committee - Charles & Associates; NAATBatt International
  21. Lunch & Networking Break
  22. Lunch & Networking Break
    Battery & Energy Storage Stage
  23. Lunch & Networking Break
    Innovation & Transformation Stage
  24. Presentation | Financing DLE in a Volatile Market: Matching Capital to Risk and Reality
    Global Lithium, Battery & Critical Materials Stage
    • DLE
    • Lithium
    • Critical Minerals
    • Investment & Finance
    • Extraction Technology
  25. Panel | ESS as Grid Infrastructure: Utilities modelling and IRP Valuation
    Battery & Energy Storage Stage
    Dylan Zhang
    Dylan Zhang, Sr. Manager of Capacity and New Resources Integration - NYISO
    Michael Prine-Robie
    Michael Prine-Robie, Senior Manager - Market Analytics - Sungrow
    Zamiyad Dar
    Zamiyad Dar, Senior Director, Energy Storage Strategy - Pivot Energy ?
  26. Theme: Battery Chemistries & Next Generation Technologies
    Innovation & Transformation Stage
  27. Panel | Trade, Tariffs and Transformation: How Policy is Rewriting the Graphite and Anode Market
    Global Lithium, Battery & Critical Materials Stage
    • Policy
    • Critical Minerals
    • Battery Raw Materials
    • Market Outlook
  28. Safety, Codes & Insurance: Understanding AHJs, OEMs & Underwriters
    Battery & Energy Storage Stage
  29. Networking & Refreshments Break
  30. Networking & Refreshments Break
    Battery & Energy Storage Stage
  31. Panel | Navigating Volatility: Hedging Battery Raw Materials with Futures and Derivatives
    Global Lithium, Battery & Critical Materials Stage
    • Investment & Finance
    Andreas Munz
    Andreas Munz, Portfolio Manager - Fulcrum Asset Management
    Callum Perry
    Callum Perry, Market Development Manager - Fastmarkets
  32. Networking & Refreshments Break
    Innovation & Transformation Stage
  33. Debate | Is current policy supporting ESS deployment and scale
    Battery & Energy Storage Stage
  34. BRM Shark Tank
    Innovation & Transformation Stage
    • Investment & Finance
  35. Fireside Chat | Unlocking U.S. Supply Security: The Role of Lithium Valley and Advanced Extraction Technologies
    Global Lithium, Battery & Critical Materials Stage
    • DLE
    • Extraction Technology
    Rod Colwell
    Rod Colwell, CEO - Controlled Thermal Resources (CTR)
  36. Panel | Building Billion-Dollar Lithium Projects: From Capital Raise to Commissioning
    Global Lithium, Battery & Critical Materials Stage
    • Investment & Finance
    David Park
    David Park, CEO - Standard Lithium
    Francis Wedin
    Francis Wedin, Executive Chair - Vulcan Energy
  37. Closing Keynote: US Policy, investment and initiatives to scale Energy Storage
    Battery & Energy Storage Stage
  38. Closing remarks and end of conference day one
    Battery & Energy Storage Stage
  39. Drinks Reception & Pool Party
25 Jun 2026
  1. ESS Breakfast Club
  2. Registration Opens, Coffee & Networking Breakfast
  3. Registration & Networking
    Battery & Energy Storage Stage
  4. Host Welcome
    Global Lithium, Battery & Critical Materials Stage
  5. Welcome & Opening Remark
    Battery & Energy Storage Stage
  6. Presentation | Lithium outlook and its implications on the ESS market
    Battery & Energy Storage Stage
  7. Presentation | Saudi Arabia and the Next Phase of Critical Minerals Cooperation
    Global Lithium, Battery & Critical Materials Stage
    • Critical Materials
    • Policy
    • Critical Minerals
    • Battery Raw Materials
  8. Presentation | India's Battery Breakout: Scaling Demand, Investment and Storage Solutions
    Global Lithium, Battery & Critical Materials Stage
    • Critical Materials
    • ESS
    • Policy
    • Critical Minerals
  9. Fireside Chat | The OEM View - Technology, Performance & the Future of ESS Batteries
    Battery & Energy Storage Stage
  10. Panel | Africa's Growing Influence on Global Lithium Supply, Demand and Pricing
    Global Lithium, Battery & Critical Materials Stage
    • Lithium
    • Policy
    • Battery Raw Materials
    Andrea Hotter
    Andrea Hotter, Special Correspondent - Fastmarkets
    Tom Benson
    Tom Benson, Vice President, Global Exploration - Lithium Africa
  11. Theme: Recycling, Refining & Circular Economy
    Innovation & Transformation Stage
  12. Panel | Technology selection - Alternative Chemistries vs Lithium in ESS Batteries
    Battery & Energy Storage Stage
  13. Networking & Refreshments Break
  14. PechaKucha Lightning Talks | Next Generation Battery Technologies
    Global Lithium, Battery & Critical Materials Stage
    • Battery Chemistry
  15. Networking & Refreshments Break
    Battery & Energy Storage Stage
  16. Presentation | A spotlight on Sodium-ion - a breakout chemistry for storage?
    Battery & Energy Storage Stage
  17. Theme: Project Updates & Showcase
    Innovation & Transformation Stage
  18. Panel | Battery Recycling in North America: Feedstock, Financing, and the Race to Scale
    Global Lithium, Battery & Critical Materials Stage
    • Critical Materials
  19. Panel | Long Duration Energy Storage: strategies, policy and opportunities for scale
    Battery & Energy Storage Stage
    Naphtal Haya
    Naphtal Haya, Practice Lead, LDES - DNV
  20. Fireside Chat | U.S. Midterms and Market Risk: What's at Stake for Lithium and Critical Minerals?
    Global Lithium, Battery & Critical Materials Stage
    • Policy
  21. Panel | Recycling, Repowering & Lifecycle Value
    Battery & Energy Storage Stage
    Jacob Carpenter
    Jacob Carpenter, Head of Recycling - Gelion
  22. Lunch, Refreshments & Close of Global Lithium, Battery & Critical Materials
  23. Lunch & Networking Break
    Innovation & Transformation Stage
  24. Lunch & Networking Break
    Battery & Energy Storage Stage
  25. Theme: Financing & Investment
    Innovation & Transformation Stage
  26. Competitive Battery Manufacturing and localization in the US
    Battery & Energy Storage Stage
  27. Panel | Building Midstream Capabilities - The Missing Link in U.S. Manufacturing
    Battery & Energy Storage Stage
  28. Closing Keynote: What Will the ESS Industry Look Like in 2030?
    Battery & Energy Storage Stage
  29. Closing remarks and conference close
    Battery & Energy Storage Stage
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