Battery Recycling and Building Out Domestic Supply Chains (Market outlook 26/27)

28 Oct 2026
Located in Main Expo Hall A
Battery Recycling Conference
This session from S&P global will give brief outlook of growing Battery Demand (EVs, ESS) while providing details of current battery refining projects in the US (Lithium carbonate, MHP, Graphite). It will also address recycling’s role in building out domestic supply chains and the impacts of the black mass export controls, along with pricing trends.
Speakers
Noah Vasquez
Noah Vasquez, Battery Metals Price Analyst - S&P Global