Rutger Van Raalten, Chief Executive Officer & Co-Founder, Carbon X; Adam Webb, Head of Battery Raw Materials, Benchmark Mineral Intelligence

This keynote examined the urgency of building domestic active anode material capacity in the US to reduce dependence on Chinese graphite supply. Participants focused on cost competitiveness, technology readiness, and the commercial pathways required to localise a segment that underpins lithium ion battery production. The discussion highlighted how domestic scaling can strengthen supply chain resilience without compromising performance.