BESS Supply Chain - Seizing Opportunities, Mitigating Challenges

Tuesday, June 18, 2024

Time
11:30 am - 01:00 pm
Hall
ICM München
Room
Room 5

The worst appears to be over. After significant bottlenecks in the battery energy storage systems (BESS) supply chain, the supply of lithium-ion batteries is expected to far exceed demand, helping to resupply the market. However, a closer look reveals that BESS players should continue to actively manage their supply chain, given the continued market dominance of EV OEMs, rising ESG concerns, increasing barriers to free trade and the notorious "pork cycles" of the mining industry. But how should players respond?
In this panel, key players will discuss key trends in the BESS value chain, share their perspectives on the resulting challenges and opportunities, and discuss the best strategies to secure supply at optimal cost.

11:30 am - 11:35 amWelcome and Introduction

Florian Mayr

Partner

Apricum - The Cleantech Advisory

11:35 am - 11:45 amEuropean Cell Capacity: Establishing and Maintaining a TWh Industry

Evan Hartley

Senior Analyst

Benchmark Mineral Intelligence

11:45 am - 11:55 amHow Will Oversupply of Energy Storage Cells Impact Europe's ESS Market

Corrine Lin

Chairman and Chief Analyst

InfoLink Consulting Co,. Ltd.

11:55 am - 12:05 pmFurther Speakers to be Announced

12:05 pm - 12:15 pmSpeech Title to be Confirmed

Jérôme Bersano

Director of Products ESS

Northvolt

12:15 pm - 01:00 pmQ&A Round

Speakers
Speaker
Evan Hartley, Benchmark Mineral Intelligence

Senior Analyst

United Kingdom

Here is the speaker form returned, and a headshot. For the bio, would this work: Evan Hartley is a Senior Analyst at Benchmark Minerals, principally covering cathode material and battery cell manufacturing and pricing. With over two years experience, Evan has insight into the global supply chain, having visited multiple production facilities in both China, and Europe, and understands the challenges and opportunities encountered by manufacturers. Benchmark Mineral Intelligence is the leading price reporting agency for the lithium-ion battery supply chain, from mine to cell.

Speaker
Corrine Lin, InfoLink Consulting Co,. Ltd.

Chairman and Chief Analyst

China

Corrine Lin is the Chairman and Chief Analyst at InfoLink Consulting. With over a decade of experience in business analysis in the renewable energy industry, she leads solar, energy storage, clean electricity, and carbon market research teams, offering business consulting services for competition and transformation. Working alongside more than 160 energy giants worldwide, InfoLink Consulting has become a world-leading renewable energy research consultancy. Its regularly published reports on PV supply chain prices and technologies have become crucial benchmarks and reference sources throughout the global PV industry. InfoLink believes that staying closer to our clients brings us closer to the market. Under Corrine's leadership, our teams continue to expand their research scope, providing strategic advice to transform businesses and stand out in the competition.

Speaker
Florian Mayr, Apricum - The Cleantech Advisory

Partner

Germany

Florian Mayr is an expert for strategy, business development and transaction advisory in the global renewable energy markets, including energy storage. Mr. Mayr leads Apricum's energy storage practice and is responsible for the company's international activities in this field. In particular, Mr. Mayr supports Apricum's clients in successfully accessing new markets and seizing attractive business opportunities. He is also active in advising cleantech companies on corporate and project financing, including M&A, fund raising and due diligence. Furthermore, he is a regular contributor to external publications and a frequently booked speaker on the topic of energy storage. Prior to Apricum, he spent a decade in senior positions at McKinsey & Company and RWE, where he was mainly involved in strategy development projects both in the conventional and renewable energy sectors. Mr. Mayr holds a master's degree in engineering from the Technical University of Berlin, and an MBA from the Technical University of Berlin and the University of Mannheim.

Speaker
Jérôme Bersano, Northvolt

Director of Products ESS

Sweden

Jérôme Bersano is Director of ESS Products at Northvolt. He is responsible for the development and ownership of the portfolio of Energy Storage Systems products from the initial strategic, technical, and commercial concept studies through industrialization and production. He also leads strategic partnerships to enable new applications, develop pilot opportunities and shape future product development. Jérôme has been working much of his career in the battery industry. Prior to joining Northvolt, he was Director of Sales & Marketing at Phenix Batteries, a developer and manufacturer of second-life energy storage solutions, while acting at the same time as a Business Manager in the battery recycling industry. Before this, Jérôme was leading the Product Management activities at Husqvarna Construction Products. Jérôme holds a Master of Business Administration in Strategy, Project and Programme Management from Skema Business School, France, and a Master of Science in Mechanical Engineering from Sigma, France.

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