Keynote: Battery Demand Dynamics in 2025 and Beyond

Adam Panayi, Chief Research Officer, Benchmark Mineral Intelligence

This session assessed near- and long-term battery demand trends across electric vehicles and stationary storage, with a focus on chemistry shifts, regional market drivers, and emerging regulatory risks. Adam Panayi examined China’s continued dominance, the rapid global expansion of energy storage systems, and the implications for supply chains as LFP gains market share. The presentation highlighted how evolving policies, technology choices, and grid needs will shape demand trajectories through 2040.