Session 7
11:00
– 11:45 / 29 October 2026
Barbican Suite 2
Europe's Energy Metals Opportunity: Mining, Processing, and Competitive Supply
Europe's €300 billion battery gigafactory investment creates unlimited demand for lithium, cobalt, nickel, and graphite. Yet the continent controls less than 8% of the refining capacity needed to supply it. This session explores how European mining and processing developers can capture the mid-stream opportunity: accelerating projects through permitting, building cost-competitive refining capacity, and securing long-term offtake agreements with gigafactory planners. The focus: what successful European energy metals developers are doing now to win market position by 2030.
11:00 Securing European lithium: Assessing future demand, primary supply, trade and the role of recycling
11:15 - Rethinking Graphite: A New Path to European Supply Security - case Hycamite
11:30 - Innovation as a key to unlock new sources of Lithium: the case of the Beauvoir deposit in France



