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Panel Discussion: Forecasting in Uncertain Times: Adapting Models to a Shifting Market Reality

23 Jun 2025
Pre-Day
ESS Policy Battery Chemistry
  • How can forecasting methodologies evolve to account for extreme policy, geopolitical, and macro volatility?  

  • Bridging short-term noise with long-term fundamentals: what data matters now? 

  • The role of new demand centres (ESS, defence, robotics) and emerging chemistries in shaping forecast assumptions 

  • Incorporating non-linear risk factors—climate, trade barriers, subsidies—into predictive models 

  • Examining China’s vertical integration as a strategy for risk mitigation and survival amid price volatility 

Speakers
Paul Lusty, Head of Battery Raw Materials - Fastmarkets
Ken Hoffman, CEO - Traubenbach Associates
Francois Fontaine, Specialist - McKinsey & Company
Andy Leyland, Founder, Managing Director - Supply Chain Insights