international lithium at wentworth presentation

Back Into The Future

The World Just Before The INTERNET.

Interna:onal Lithium at Wentworth.

Benchmark: The End Of The Beginning. Interna6onal Agency for Research on Cancer

World Health Organiza6on 2012.

IARC: Diesel Engine Exhaust Carcinogenic.


Elon Musk: “All Cars Will Be Electric.” Warren BuffeK: “In 20 years, all cars on the road

will be electric.” November 29, 2009.


Energy.

We are just before the INTERNET. Centrally produced.

Controlled.


The Miracle

BoFled Electricity.

BaFeries.


Energy rEVolu:on.

Now we can STORE Energy and USE it when we want it.

Distributed. Solar And Wind.


This magic device is called an Electric Car.

Lithium Technology. Cheaper lithium baFeries change

everything.


LITHIUM

The magic metal at the very heart of this rEVolu:on.


Tesla Model S 90 – More Than 7,000 Li BaKeries Your remote control 2 baKeries.


How it’s started.


Do you remember Nokia?


Power Tools NCA Li Chemistry – Like Tesla.


We need a lot of baKeries.


Lithium BaKeries Communica6on – Already happened. Electric Cars – Already happening.

Energy And U6lity – The New Fron6er.


Apple iCar – Can change EV market overnight. Tesla Model 3 -‐ $35k for 200 Miles 2016 March. GM Bolt – below $35k for 200 Miles 2016 Fall.

Nissan Leaf -‐ $?? For 500 km ??


NEXT – Mass Market For EVs 20/200


NEXT – Energy Genera6on and U6lity Storage.

SOLAR is growing exponen6ally.


Warren Buffet Bought Record Low Solar 3.87 c/kW Solid State Lithium BaKery – Gigafactory?

$100 per kWh of Lithium BaKery. Tesla Model 3 BaKery – $5k, Cost of Lithium is below 3%.


Lithium Supply Chain.


Tesla Gigafactory – Largest Facility In The World. $5 Billion investment by Tesla & Panasonic.


Not Only Tesla – Megafactories. LCE 771 T / GWh

70,000 T – 45% of Today Lithium Supply.


Now 3 Trillion Industries Are Inves6ng In Li BaKeries. Communica6ons. Electric Cars.

Energy and U6lity.


Lithium BaKery.


Future: Lithium Solid State and Lithium-‐Air.


Lithium Supply: Brine and Spodumene. Tianqi Controls Talison. Ganfeng buys from them, Prices are going up

20% in 2016.


SQM – The Lost Paradise.

End of Big 3.


Lithium Demand Is Up Even Before Gigafactory.


Ganfeng raised prices twice last month to the record of $11,049/t.

Tianqi has told analysts in China that Talison will raise Lithium spodumene by 20% in 2016.


Joe Lowry es6mates Lithium demand to grow 88% in 5 years 6me.

Ganfeng Lithium supplies Panasonic, BYD and LG Chem. Sep 21st 2015 AGM: “Our main concern is the security of lithium

supply.”


Ganfeng has hit All-‐Time-‐High at $2.5 Billion MC Ganfeng has established $170 M credit line for expansion of lithium produc6on facili6es, investment into lithium mobile baKeries and

developing raw materials supply chain.


The Second Shock Amer Volkswagen. It Is Happening. This Is NOW.

Electric Cars Are BeKer Than ICE.


Lithium Will Power Us The Next 50 Years. Than Robots.


international lithium at wentworth presentation

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