Argus Lithium, Cobalt and Nickel (LiCoNi) Markets and Investments 2017

Topics

• What will be the influence on other industries that use lithium cobalt and nickel? – superalloys, stainless steel, chemicals, cutting tools, ceramics and glass
• Will there be sufficient raw materials to support the expected demand for Li-ion batteries?
• How will game-changing innovations shape future demand? – cathode materials, EV, ESS, portable electronics and more
• Should we be worried? - hedge funds and speculators are reported to have stockpiled nearly 20pc of global cobalt production
• Is political instability in the Democratic Republic of Congo and the issue of conflict minerals a threat to cobalt supplies?
• What do the fundamentals tell us? – the current supply-demand balance in the lithium, cobalt and nickel markets
• Recycling of Li-ion batteries – what influence will it have on supplies?
• New production of lithium, cobalt and nickel – what is due on stream and when?
• Is there a need for an international index for lithium?
• Substitution – how sensitive are applications to higher prices?