Critical Minerals & Energy Storage Conference - Day 2 Conclusions: Fastmarkets Takeaways Day 2

Research evidence excerpt

Critical Minerals & Energy Storage Conference - Day 2 Conclusions: Fastmarkets Takeaways Day 2

Deutsche Bank

Research

North America Industry Date

Canada 25 June 2026

United States Fastmarkets

Industry Update

Industrials Takeaways Day 2

Metals & Mining

Critical Minerals & Energy Storage

Conference - Day 2 Conclusions

Corinne Blanchard

Energy storage is where EV demand was 3-5 years ago Research Analyst

We are attending a 3 day conference from Fastmarkets in Las Vegas covering +1-904-645-2360

Lithium, Critical Minerals & Energy Storage. We will also be hosting a Fireside Chat

David Begleiter

with the Fastmarkets team on July 2nd at 10am ET. Register here. Research Analyst

+1-212-250-5473

In this note, we are summarizing the key takeaways from energy storage

presentations, conversations with industry experts (CRU Group, iLi Markets, House

Mountain) and Management teams, including Pilbara Minerals, Elevra Lithium

Standard Lithium.

n High focus on Energy Storage during Day 2 of the Fastmarkets

conference, where we saw some interesting industry cross-over including

solar, alternative energy, data centers and AI.

n Players are highly enthusiastic and optimistic about the Energy Storage

growth prospects, with many mentioning Energy Storage demand is

where EVs demand was 3-5 years ago.

n However, despite that high focus on Energy Storage and positive

discussions, we walk away with a lack of tangible shared growth numbers

in our opinion, demonstrating the novelty of the topic for the lithium

industry.

n It is a positive to see an increased diversified demand for lithium, as this

has highly been focused on EVs in the last few years.

n Focus has also been on bringing a spot trading market to the lithium

industry, as Fastmarkets announced such a platform will be coming online