international lithium at wentworth 2016 presentation

BackIntoTheFuture

LithiumKirillKlipInterna,onalLithium

Wentworth2016

BackIntoTheFuture

TheWorldJustBeforeTheINTERNET

KirillKlipInterna,onalLithiumWentworth2016

Benchmark:TheEndOfTheBeginning.Interna:onalAgencyforResearchonCancer

WorldHealthOrganiza:on2012.

IARC:DieselEngineExhaustCarcinogenic.


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

willbeelectric.”November29,2009.


Energy

WearejustbeforetheINTERNETCentrallyproduced

Controlled


TheMiracle

BoJledElectricity

BaJeries


EnergyrEVolu,on

NowwecanSTOREEnergyandUSEitwhenwewantit

DistributedwithSolarAndWind


ThisMagicDeviceIsCalledAnElectricCar

LithiumTechnologyCheaperlithiumbaJerieschange

everything


LITHIUM

ThemagicmetalattheveryheartofthisrEVolu,on


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


LithiumCatalyst:from2to7,000

TeslaModelS90–MoreThan7,000LiBaMeriesYourfartherwithremotecontrol-2baMeries.


Howit’sstarted.Lithium-ionBaJerycommercializedbySONYin1991.

Walkman


DoyourememberNokia?WithFossilFuelswehavediminishingreturnonEnergyInvested.

Shale“revolu,on”-anotherSubprimeBubble.EnergyStorageisLithiumTechnologywithpricesgoingdowneveryyear.


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

GM–NMCandNMC2.0ARGONNE,LGChem


WeneedalotofbaMeries.WorldgoesMOBILE.

SunisalwaystheretoCHARGEourbaJeries.


LithiumBaMeriesCommunica:on–Alreadyhappened.ElectricCars–Alreadyhappening.

EnergyAndU:lity–TheNewFron:er.


AppleiCar–CanchangeEVmarketovernight.TeslaModel3-$35kfor200MilesUnveiledMarch2016.

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


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

PeoplearereadytobuythebestelectriccarsElonMusk:“Bestproductlauncheverinthehistory“


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

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


NEXT–MassMarketForEVs20/200$20kbuysyouBMW2serieswith200milesrange.

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


NEXT-TeslaPowerwallTransporta,on-$4Trillion

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


NEXT–EnergyGenera:onandU:lityStorage.ItwillbeLARGERthanEVsforLithiumTechnologymarket.

SOLARisgrowingexponen:ally.


LithiumTechnologyAndEnergyrEVolu:onHowMuchLandWouldItTakeToPowerTheEn:reUSAWithSolar

Energy?


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

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


LithiumSupplyChain.LithiumisforBaJeries,likeSUGARforCoca-Cola.

Ver,callyIntegratedLithiumBusiness.Interna,onalLithiumandGanfengLithium-$4.5BillionMConeoftheNewBig

Five.


TeslaGigafactory–LargestFacilityInTheWorld.$5BillioninvestmentbyTesla&Panasonic.

MassProduc:on500kEVs/yearHolyGrailforEVs-$100/kWh


NotOnlyTeslaGigafactory–LithiumMegafactories.LCE771T/GWh

70,000T–45%of2015LithiumSupply.


Now3TrillionIndustriesAreInves:ngInLiBaMeries.Communica:ons.ElectricCars.

EnergyandU:lity.


LithiumBaMery.


Future:LithiumSolidStateandLithium-Air.Watchthatvideo!

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


LithiumSupply:BrineandSpodumene.TianqiControlsTalison.Ganfengbuysfromthem,Pricesaregoingup

20%in2016.


LithiumpricesinChinamorethantripled.ItishappeningevenbeforeGigafactoryandMegafactories.

Whatwillhappenifthepriceisnotcomingback?Priceisnotimportant–availabilityofsupplytakescentralstage.


SQM–TheLostParadise.TheEndofBig3–TheNewLiBig5.

Albemarle,SQM,FMC,Ganfeng,Tianqi


LithiumDemandIsUpEvenBeforeGigafactory.AndSUPPLYislagging-JoeLowry:“Overthepastfiveyearscapacity

addi,onsofapproximately80KMTwereexpected…onlyabout18KMTofthean,cipated80KMTiscurrentlyinproduc,on.”


Remember?GanfengraisedpricestwiceinOctober2015totherecordof$11,049/t.

TianqihastoldanalystsinChinathatTalisonwillraiseLithiumspodumeneby20%in2016.


JoeLowryes:matedin2015Lithiumdemandtogrow88%in5years:me.

GanfengLithiumsuppliesPanasonic,BYDandLGChem.Sep21st2015AGM:“Ourmainconcernisthesecurityoflithium

supply.”


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

anddevelopingrawmaterialssupplychain.


TheSecondShockAnerVolkswagen.ItIsHappening.ThisIsNOW.(October2015)

ElectricCarsAreBeMerThanICE.


DieselGate:AllICECarscan’tcomplywithemissions.

TeslaModelShasnowoutsoldMercedesSinWesternEuropein2015!


LithiumWillPowerUsTheNext50Years.ThanRobots.


ILC’s5thIPOAnniversary

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

strategicpartnerGanfengLithiumfromChina."


LithiumUniverseLithiumWillPowerUsForTheNext50Years,ThanRobots.

FollowKirillKlipblog:hMp://kirillklip.blogspot.com

KirillKlipInterna,onalLithium

Wentworth2016