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The Battery Materials Supply Crisis: A Conversation With Industry Leaders

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Thu, November 3, 2022 at 12:00 PMendedReplay
The Battery Materials Supply Crisis: A Conversation With Industry Leaders

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Meeting Overview The panel discussion focused on the battery materials supply crisis, featuring insights from CEOs of various companies involved in graphite and nickel production. Key topics included the current state of the supply chain, the increasing demand for battery materials, and the challenges faced by the industry in meeting future needs. Key Discussion Points - Introduction of panelists and their respective companies. - Overview of the battery materials supply crisis and its implications for the electric vehicle market. - The current and projected demand for graphite and nickel in battery production. - The importance of developing a robust supply chain to support the transition to electric vehicles. - Specific challenges faced by companies in securing resources and scaling production. Decisions Made - No explicit decisions recorded. Action Items & Next Steps - [Unassigned] : Panelists to continue discussions on strategies to enhance supply chain resilience. - [Unassigned] ...

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Featured Presenters

Speaker profile Donald K. Baxter

Donald K. Baxter

CEO at Ceylon Graphite

Don Baxter is one of the premier graphite experts outside of China, having built one of only two producing graphite mines in North America. Don is also CEO of private Company, Applied Graphite Technologies. Prior to this, Don served as President, CEO and Executive Director of Alabama Graphite Corp, successfully completing the company’s disruptive Preliminary Economic Assessment (PEA) and introducing a new, battery-focused strategy.

Speaker profile Mark Jarvis

Mark Jarvis

CEO at Giga Metals

Mr. Jarvis has more than 30 years experience in exploration and development of mineral resources, both in oil and gas and metals. After a career in financing exploration projects as a stockbroker, Mr. Jarvis moved to the corporate side of the business in 1996. He joined the Board of Ultra Petroleum, which at the time was a small oil and gas exploration and development company with a large, unconventional gas deposit. As Director responsible for Corporate Finance, he raised the equity capital necessary to prove the concept and to establish enough production to finance further growth with debt. Mr. Jarvis became CEO of Giga Metals Corporations predecessor company in January 2004. During his tenure, the company has drilled off a giant nickel/cobalt deposit, worked out a reliable metallurgical circuit, and published a Preliminary Economic Assessment.

Speaker profile Sean Samson

Sean Samson

President & CEO at EV Nickel

Mr.Samson is a mining executive with more than 20 years of management and financial experience. He was most recently VP & Head of Corporate Development at FNI Mining for four years, including a period of six month as interim COO, responsible for safety, mine development and operations at a 250-person underground mine near Sudbury, Ontario. In 2012, he won the Canadian Young Mining Leader award from the CIM. Prior to FNI, he was VP Commercial Development at Kinross Gold Corporation for five years where he had diverse, multi-functional responsibilities including: supply chain, energy, merger integration, enterprise risk and capital approvals, leading a team of more than 300 people across eight countries. Before Kinross he was a management consultant at Bain & Company and traded for investment banks in New York and Europe. Sean received his A.B. from Harvard University, and MBA from Cambridge and has completed his Surface Miner Common Core in Ontario. He is a past elected PDAC board member and a Cleantech advisor at MaRS, a Toronto-based Innovation Centre.

Speaker profile Terry Lynch

Terry Lynch

CEO, President & Director at Power Nickel

Terry is the CEO of Power Nickel Inc. and the Founder of Save Canadian Mining. Power Nickel is advancing the NISK project in James Bay Quebec. NISK has a historical resource of approximately 3-over-3 million-tonne 2 percent NiEq. Power completed an initial 3D modelling of the project and is drilling 4,000 metres in Q4 with a view to having a new technical report published in Q1 2022.

Replay transcript excerpt

Speaker 1: Hello everyone and welcome to today's featured panel discussion, the battery materials supply crisis. Speaker 1: Unfortunately, due to some last minute technical difficulties, Chris Ecclestone is unfortunately unable to join us today as our session moderator. Speaker 1: I'll be taking that role, but really I'm pleased to introduce our panelists, the stars of today's show. We have the CEO of Ceylon Graphite, Donald Baxter, President and CEO of EV Nickel, Sean Sampson, Speaker 1: CEO of Power Nickel, Terry Lynch, and CEO and Chairman of Giga Metals, Mark Jarvis. Speaker 1: So before we begin in earnest, I'd like to invite our audience to participate by posing questions to our panel through the use of the Q&A panel found on the right hand side of your screen beside the public chat. As always, today's event is being recorded and is going to be available online in the coming days on six.com Speaker 1: for some on-demand viewing. Speaker 1: To get us started, in no particular order, I'd like to go around the room, offer you gentlemen the opportunity to introduce yourselves, quickly introduce your company, and in a handful of minutes we can get started with some questions about the topic of the day. Don, I'd like to maybe get us started with you. Speaker 2: Sure, great. Thanks, Cameron. Yeah, So yeah, Don Baxter, I'm the CEO of Solong Graphite. Speaker 2: Actually I'm presently in Colombo, the capital of Sri Lanka, Speaker 2: where our projects are. There was actually a pretty cool tower lit up behind me before we started this and the light just went out. So, Speaker 2: figures. Speaker 2: But so anyway, so Solong Graphite Speaker 2: is in the mining, sort of mines and battery business, as it were. Speaker 2: There's 2 natural forms of graphite Speaker 2: that ar...

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