Detailed Agenda

Welcome remarks by ITS-Davis and Smart Freight Centre

Roland Hwang, Director, Global South Center for Clean Transportation
Christoph Wolff, CEO, Smart Freight Centre

Registration & Networking

Welcome Remarks & Launch of the GSTEM Model

Speakers:

Roland Hwang, Director, Global South Center for Clean Transportation, Institute of Transportation Studies, University of California, Davis (ITS-Davis)
Divyam Nagpal, Council for Critical Minerals

Session 1: From Clean Technology Demand to Industrial Competitiveness – Introducing GSTEM Model - High-Level Insights on Imperative and Utilisation of the Model

Speaker:

Aditya Ramji, Mission Innovation; Founder, Global South Center at ITS-Davis

Remarks:

Ruwa Matsika, Quadrature Climate Foundation (QCF)

Coffee Break

Session 2: Beyond resource upstreaming: Technology Transfer, Value Chain Development and Industrial Cooperation

How can developing economies capture more value from the clean-energy transition?

Lunch

Session 3: Connecting End-Use Clean Technology Deployment to Demand Certainty from Critical Minerals

How do end-use technology pathways shape future mineral demand, and how can better demand projections inform supply-chain planning and investment?

• Session 3: Part A

  • Explore how different electric vehicle deployment pathways influence mineral demand, highlighting the relationship between end-use markets, battery requirements and upstream supply-chain planning.

• Session 3: Part B

  • Examine how stationary battery storage deployment shapes future mineral demand.

Session 4: Securing Clean Technology Supply Chains and Demand Certainty for Supply Chain Resilience

Connecting technology markets, investment decisions and supply-chain resilience as a base for policy frameworks, market development and cross-border partnerships in supporting more resilient clean technology value chains.

Coffee Break

Session 5: Battery Technology Choices and Global Mineral Demand Scenarios

Explore how changing battery chemistries and technology pathways affect mineral intensity, demand composition and potential supply-chain dependencies, and what these differences mean for national technology and industrial strategies.

Session 6: Industrial policy for resilient supply chain

From mineral endowments to competitive domestic capabilities, how governments can align industrial ambitions with investment conditions, technological change and regional cooperation.

Reflections and Closing Remarks

Divyam Nagpal, Council for Critical Minerals

Opening Remarks

Remarks from Alissa Kendall, Director, ITS-Davis

Session 7: Who Will Make the World’s Batteries? Mapping Future Cell Manufacturing

Embedded versus direct demand: where will battery manufacturing take place? Examine the factors influencing manufacturing location, including market size, industrial capabilities, investment conditions and supply-chain linkages.

Session 8: Capital Investments and Financing the Technology Value Chain

How can capital be mobilised across mining, processing, manufacturing and circularity, what kind of data evidence can help strategies better align investment with downstream market development?

Coffee Break

Session 9: Diversification, Trade Agreements to de-risking supply chain

The cost of diversification, friend-shoring and stockpiling, where resilience and deployment speed conflict, and where they do not. Trade policy can support supply-chain diversification while enabling countries to capture greater value from clean technology and align with emerging trade policy in a changing global landscape.

Lunch

Session 10: From Fragmented Data to Coordinated Decision-Making

Explore how integrated modelling and coordinated evidence generation can help decision-makers assess trade-offs, identify dependencies and align policy objectives across the supply chain.

Session 11: The Next Decade of Clean Technology: From Analysis to Action

Identify priority actions for governments, industry and international institutions focussing on translating analytical insights into policy implementation, investment partnerships and practical cooperation to strengthen clean technology value chains across the Global South.

Closing Remarks

Global South Center, ITS-Davis

Integrated Modeling Groups Convening (by invitation only)