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Unlocking Funding: Bridging the Liquidity Gap in the Lithium Market

25 Jun 2025
Main Stage
Policy ESG Battery Raw Materials Investment & Finance

As global trade dynamics and shifting U.S. policies reshape the investment climate, this session will examine how new financial instruments, public-private partnerships, and capital strategies are emerging to support the growth of the lithium and battery ecosystem. With heightened investor caution amid tariffs and regulatory ambiguity, we'll assess how companies and capital providers are navigating uncertainty, accessing government-backed funding, and adapting to new export-import frameworks. Leaders from finance and investment will share actionable approaches to catalyze growth in a rapidly evolving landscape. 

  • How capital markets and trade finance tools are adapting to mitigate geopolitical and policy-driven risk 
  • The influence of tariffs and shifting industrial policy on investment confidence and capital flow into U.S.-based lithium projects 
  • Unlocking federal resources: Examining the status and future of U.S. government loans, grants, and the expanding role of the EXIM Bank 
  • Creative structures to de-risk smaller or early-stage projects while bridging financing gaps in a constrained liquidity environment 
  • Navigating pricing volatility and long-term contracts through hedging strategies and off-take security 
Chairperson
James Gavilan, Principal & Advisor - Gavilan Commodities LLC
Speakers
Rohit Kumar, Director-Investment Banking | Sustainable Finance (EV and Battery Sector) - Standard Chartered Bank
Istvan Zollei, Chief Investment Officer - Orion
YJ Lee, Fund Manager, Director - Arcane Capital Advisors
Cheryl Brandon, Co-Managing Partner and Founder - Kinterra Capital