international lithium at wentworth 2016 presentation

BackIntoTheFuture

LithiumKirillKlipInterna,onalLithium

Wentworth2016

BackIntoTheFuture

TheWorldJustBeforeTheINTERNET

KirillKlipInterna,onalLithiumWentworth2016

Benchmark:TheEndOfTheBeginning.Interna:onalAgencyforResearchonCancer

WorldHealthOrganiza:on2012.

IARC:DieselEngineExhaustCarcinogenic.

KirillKlipInterna,onalLithiumWentworth2016

ElonMusk:“AllCarsWillBeElectric.”WarrenBuffeM:“In20years,allcarsontheroad

willbeelectric.”November29,2009.

KirillKlipInterna,onalLithiumWentworth2016

Energy

WearejustbeforetheINTERNETCentrallyproduced

Controlled

KirillKlipInterna,onalLithiumWentworth2016

TheMiracle

BoJledElectricity

BaJeries

KirillKlipInterna,onalLithiumWentworth2016

EnergyrEVolu,on

NowwecanSTOREEnergyandUSEitwhenwewantit

DistributedwithSolarAndWind

KirillKlipInterna,onalLithiumWentworth2016

ThisMagicDeviceIsCalledAnElectricCar

LithiumTechnologyCheaperlithiumbaJerieschange

everything

KirillKlipInterna,onalLithiumWentworth2016

LITHIUM

ThemagicmetalattheveryheartofthisrEVolu,on

KirillKlipInterna,onalLithiumWentworth2016

WhyLithium?

•  LowestAtomicMass–HighestEnergy/Weight•  HighestReac,vity–HighestVoltageandEnergy•  HighestEnergydensitypervolumeandweight•  Cheap,evennow<<3%ofBaJeryCost•  25yearsinthefielda\erdecadesand$$$BillionsinR&D

•  Watchthebestvideo:hJp://kirillklip.blogspot.co.uk/2015/11/lithium-air-baJery-breakthrough-will.html

KirillKlipInterna,onalLithiumWentworth2016

LithiumCatalyst:from2to7,000

TeslaModelS90–MoreThan7,000LiBaMeriesYourfartherwithremotecontrol-2baMeries.

KirillKlipInterna,onalLithiumWentworth2016

Howit’sstarted.Lithium-ionBaJerycommercializedbySONYin1991.

Walkman

KirillKlipInterna,onalLithiumWentworth2016

DoyourememberNokia?WithFossilFuelswehavediminishingreturnonEnergyInvested.

Shale“revolu,on”-anotherSubprimeBubble.EnergyStorageisLithiumTechnologywithpricesgoingdowneveryyear.

KirillKlipInterna,onalLithiumWentworth2016

PowerToolsNCALiChemistry–LikeTesla.A\erdecadesofR&D–NCA:Proven10yearsoldtechnology.

GM–NMCandNMC2.0ARGONNE,LGChem

KirillKlipInterna,onalLithiumWentworth2016

WeneedalotofbaMeries.WorldgoesMOBILE.

SunisalwaystheretoCHARGEourbaJeries.

KirillKlipInterna,onalLithiumWentworth2016

LithiumBaMeriesCommunica:on–Alreadyhappened.ElectricCars–Alreadyhappening.

EnergyAndU:lity–TheNewFron:er.

KirillKlipInterna,onalLithiumWentworth2016

AppleiCar–CanchangeEVmarketovernight.TeslaModel3-$35kfor200MilesUnveiledMarch2016.

GMBolt–$37kfor200MilesFall2016produc:on.NissanLeaf-$??For500km??BMWi3newbaMery.

KirillKlipInterna,onalLithiumWentworth2016

TeslaModel3-400,000reserva:onsinamonth!Analystswerespecula,ngwhenreserva,onscanreach100,000

PeoplearereadytobuythebestelectriccarsElonMusk:“Bestproductlauncheverinthehistory“

KirillKlipInterna,onalLithiumWentworth2016

TeslaModel3launch–Lithium2.0Lithium1.0–NOGOODelectriccars.GMsold7kinsteadof10kin2010

Lithium2.0–GreatElectricCarsarehere.TeslacanmakelithiumbaJerywithall-incostof190/kWh!

KirillKlipInterna,onalLithiumWentworth2016

NEXT–MassMarketForEVs20/200$20kbuysyouBMW2serieswith200milesrange.

NowTesla’s50kWhLithiumBaJerycostis$9.5k,downfrom$17k.LithiumBaJeryis1/3ofEVcost.

KirillKlipInterna,onalLithiumWentworth2016

NEXT-TeslaPowerwallTransporta,on-$4Trillion

Energy-$8Trillion,SubsidiestoFossilFuels$5.3Trillion(IMF)TeslaEnergy:2016Q125MWh–2,500Powerwallsand100Powerpacks.

KirillKlipInterna,onalLithiumWentworth2016

NEXT–EnergyGenera:onandU:lityStorage.ItwillbeLARGERthanEVsforLithiumTechnologymarket.

SOLARisgrowingexponen:ally.

KirillKlipInterna,onalLithiumWentworth2016

LithiumTechnologyAndEnergyrEVolu:onHowMuchLandWouldItTakeToPowerTheEn:reUSAWithSolar

Energy?

KirillKlipInterna,onalLithiumWentworth2016

WarrenBuffeMBoughtRecordLowSolar3.87c/kW,2.99c/kWSolarsysteminDubai.SolidStateLithiumBaMery–Gigafactory?

$100perkWhofLithiumBaMery.TeslaModel3BaMery–$5k,CostofLithiumisbelow3%.

KirillKlipInterna,onalLithiumWentworth2016

LithiumSupplyChain.LithiumisforBaJeries,likeSUGARforCoca-Cola.

Ver,callyIntegratedLithiumBusiness.Interna,onalLithiumandGanfengLithium-$4.5BillionMConeoftheNewBig

Five.

KirillKlipInterna,onalLithiumWentworth2016

TeslaGigafactory–LargestFacilityInTheWorld.$5BillioninvestmentbyTesla&Panasonic.

MassProduc:on500kEVs/yearHolyGrailforEVs-$100/kWh

KirillKlipInterna,onalLithiumWentworth2016

NotOnlyTeslaGigafactory–LithiumMegafactories.LCE771T/GWh

70,000T–45%of2015LithiumSupply.

KirillKlipInterna,onalLithiumWentworth2016

Now3TrillionIndustriesAreInves:ngInLiBaMeries.Communica:ons.ElectricCars.

EnergyandU:lity.

KirillKlipInterna,onalLithiumWentworth2016

LithiumBaMery.

KirillKlipInterna,onalLithiumWentworth2016

Future:LithiumSolidStateandLithium-Air.Watchthatvideo!

hMp://kirillklip.blogspot.co.uk/2015/11/lithium-air-baMery-breakthrough-will.html

KirillKlipInterna,onalLithiumWentworth2016

LithiumSupply:BrineandSpodumene.TianqiControlsTalison.Ganfengbuysfromthem,Pricesaregoingup

20%in2016.

KirillKlipInterna,onalLithiumWentworth2016

LithiumpricesinChinamorethantripled.ItishappeningevenbeforeGigafactoryandMegafactories.

Whatwillhappenifthepriceisnotcomingback?Priceisnotimportant–availabilityofsupplytakescentralstage.

KirillKlipInterna,onalLithiumWentworth2016

SQM–TheLostParadise.TheEndofBig3–TheNewLiBig5.

Albemarle,SQM,FMC,Ganfeng,Tianqi

KirillKlipInterna,onalLithiumWentworth2016

LithiumDemandIsUpEvenBeforeGigafactory.AndSUPPLYislagging-JoeLowry:“Overthepastfiveyearscapacity

addi,onsofapproximately80KMTwereexpected…onlyabout18KMTofthean,cipated80KMTiscurrentlyinproduc,on.”

KirillKlipInterna,onalLithiumWentworth2016

Remember?GanfengraisedpricestwiceinOctober2015totherecordof$11,049/t.

TianqihastoldanalystsinChinathatTalisonwillraiseLithiumspodumeneby20%in2016.

KirillKlipInterna,onalLithiumWentworth2016

JoeLowryes:matedin2015Lithiumdemandtogrow88%in5years:me.

GanfengLithiumsuppliesPanasonic,BYDandLGChem.Sep21st2015AGM:“Ourmainconcernisthesecurityoflithium

supply.”

KirillKlipInterna,onalLithiumWentworth2016

GanfenghashitAll-Time-Highat$4.5BillionMCGanfenghasestablished$170Mcreditlinein2015forexpansionoflithiumproduc:onfacili:es,investmentintolithiummobilebaMeries

anddevelopingrawmaterialssupplychain.

KirillKlipInterna,onalLithiumWentworth2016

TheSecondShockAnerVolkswagen.ItIsHappening.ThisIsNOW.(October2015)

ElectricCarsAreBeMerThanICE.

KirillKlipInterna,onalLithiumWentworth2016

DieselGate:AllICECarscan’tcomplywithemissions.

TeslaModelShasnowoutsoldMercedesSinWesternEuropein2015!

KirillKlipInterna,onalLithiumWentworth2016

LithiumWillPowerUsTheNext50Years.ThanRobots.

KirillKlipInterna,onalLithiumWentworth2016

ILC’s5thIPOAnniversary

MrKirillKlip,President,Interna:onalLithiumCorp.comments:"WeareverypleasedtocelebrateILC's5thIPOanniversarybyadvancingMarianaLithiumBrineprojectInArgen:nafurtherintoresourcees:ma:onstagewithour

strategicpartnerGanfengLithiumfromChina."

KirillKlipInterna,onalLithiumWentworth2016

LithiumUniverseLithiumWillPowerUsForTheNext50Years,ThanRobots.

FollowKirillKlipblog:hMp://kirillklip.blogspot.com

KirillKlipInterna,onalLithium

Wentworth2016