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Outlook for the lithium market

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Objective Capital's Rare Earths, Speciality & Strategic Metals Investment Summit 2011 …

Objective Capital's Rare Earths, Speciality & Strategic Metals Investment Summit 2011
Ironmongers' Hall, City of London
17 March 2011
Speaker: Thomas Krause, Chemetall

Published in: Technology, Business

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  • 1. RARE EARTHS, SPECIALITY& STRATEGIC METALSINVESTMENT SUMMIT Outlook for the lithium market Thomas Krause – Global Comms, Chemetall IRONMONGERS’ HALL, CITY OF LONDON ● THURSDAY, 17 MAR 2011 www.ObjectiveCapitalConferences.com
  • 2. Availability of Lithium – Meeting Tomorrow‘s Demand Thomas Krause Head of Marketing & Communications, Lithium Rare Earth and Strategic Metals Investment Summit London, March 17, 2011© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not bereproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shallnot be used for any purpose other than that for which it is supplied.
  • 3. Forward Looking Statements This presentation may contain certain "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995 concerning the business, operations and financial condition of Rockwood Holdings, Inc. and its subsidiaries (“Rockwood”). Although Rockwood believes the expectations reflected in such forward-looking statements are based upon reasonable assumptions, there can be no assurance that its expectations will be realized. "Forward-looking statements" consist of all non-historical information, including the statements referring to the prospects and future performance of Rockwood. Actual results could differ materially from those projected in Rockwood’s forward-looking statements due to numerous known and unknown risks and uncertainties, including, among other things, the "Risk Factors" described in Rockwood’s 2008 Form 10-K with the Securities and Exchange Commission. Rockwood does not undertake any obligation to publicly update any forward-looking statement to reflect events or circumstances after the date on which any such statement is made or to reflect the occurrence of unanticipated events.© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not bereproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 3not be used for any purpose other than that for which it is supplied.
  • 4. Chemetall At a glance© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not bereproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 4not be used for any purpose other than that for which it is supplied.
  • 5. Chemetall is Part of Rockwood (NYSE ROC) Net Sales: $ 3,192 Chemetall Employees: 9,600 Net Sales: $ 1,163 Employees: 2,788 Pigments & Additives Surface Lithium Treatment Division Advanced Materials (USD millions) fiscal year 2010© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not bereproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 5not be used for any purpose other than that for which it is supplied.
  • 6. Chemetall Lithium – Global Market Position • More than 50% market share, for Li2CO3 approx. 30% • Very broad portfolio of specialty compounds and salts • Headquarter Frankfurt, Germany, Production sites worldwide HQ Frankfurt, Germany New Johnsonville, TN, USA Langelsheim, Germany La Porte, TX, USA Silver Peak, NV, USA Taichung, Taiwan Kings Mountain, NC, USA Antofagasta, Chile© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not bereproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 6not be used for any purpose other than that for which it is supplied.
  • 7. Lithium Today‘s and future demand© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not bereproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 7not be used for any purpose other than that for which it is supplied.
  • 8. The Lithium World(Main Products and Applications) Lithium carbonate Li-Ion-Batteries Glass & Ceramics Cement Aluminum Lithium hydroxide Li-Ion-Batteries Grease CO2 Absorption Lithium metal Li Primary Batteries Pharmaceuticals Al-Li alloys Butyl- lithium Elastomers Pharmaceuticals Agrochemicals Lithium specialties Electronic Materials Pharmaceuticals Agrochemicals© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not bereproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 8not be used for any purpose other than that for which it is supplied.
  • 9. Consumption of Lithium by End-use, 2009 (approx. 100.000 mt LCE*) Other Pharmaceutical 15% Ceramics and glass Rubber and 2% thermoplastics 31 % 4% Continuous casting 4% Air treatment 6% Aluminium Greases Batteries 6% 9% 23% * LCE = Lithium Carbonate Equivalents© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not bereproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 9not be used for any purpose other than that for which it is supplied.
  • 10. Market for Eco Cars should develop steadily • The commitment and acceptance of eco cars is driven by the need to ensure independency from crude oil, and the reduction of greenhouse gases. • Car manufacturers prefer long-term testing rather than immediate start of mass production. • Most reports estimate the number of eco cars in 2020 in a range of 5 to • Most reports estimate the number of eco cars in 2020 in a range of 5 to 7 million 7 million. • Battery development is still in progress, especially for pure electric vehicles and requires modified high sophisticated products. • Recycling will play a more and more important role.© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not bereproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 10not be used for any purpose other than that for which it is supplied.
  • 11. Lithium Carbonate Equivalent (LCE) Demand Car Type All Electric Vehicle Plug-in Hybrid Mild Hybrid (EV) (PHEV) (HEV) Approx. Battery Capacity 25 kWh 16 kWh 1 kWh Lithium Demand (LCE) 22 kg 15 kg 2 kg (Approximate) Addition of 1 million all electric cars will add 22,000 tons more LCE demand 10 % electrification (7 million cars) would require about 120,000 – 150,000 mt more by 2020© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not bereproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 11not be used for any purpose other than that for which it is supplied.
  • 12. Lithium Forecast - Market Penetration Scenarios (Basis: Six Different Market Studies) ts LCE 800.000 700.000 600.000 500.000 400.000 300.000 Portable Batteries 200.000 LCE demand without Other Applications electromobility 100.000 Lubricating Greases Glass & Ceramics 0 2010 2015 2020 2025 2030© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not bereproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 12not be used for any purpose other than that for which it is supplied.
  • 13. Lithium Forecast - Market Penetration Scenarios (Basis: Six Different Market Studies) ts LCE 800.000 700.000 600.000 500.000 HEV + PHEV + EV 400.000 (low scenario) 300.000 Portable Batteries 200.000 LCE demand without Other Applications electromobility 100.000 Lubricating Greases Glass & Ceramics 0 2010 2015 2020 2025 2030© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not bereproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 13not be used for any purpose other than that for which it is supplied.
  • 14. Lithium Forecast - Market Penetration Scenarios (Basis: Six Different Market Studies) ts LCE 800.000 HEV + PHEV + EV 700.000 (high scenario) 600.000 500.000 HEV + PHEV + EV 400.000 (low scenario) 300.000 Portable Batteries 200.000 LCE demand without Other Applications electromobility 100.000 Lubricating Greases Glass & Ceramics 0 2010 2015 2020 2025 2030© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not bereproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 14not be used for any purpose other than that for which it is supplied.
  • 15. Lithium Worldwide Resources© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not bereproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 15not be used for any purpose other than that for which it is supplied.
  • 16. Worldwide Lithium Resources • Current estimates of worldwide Lithium resources total approx. 30,000,000 tons Lithium. or 160,000,000 tons Lithium carbonate)* • Reserves in active or proposed operations total 14,000,000 tons. (or 74,000,000 tons Lithium Carbonate)* • Current worldwide demand is approx. 23,000 tons Lithium. (or 122,000 tons Lithium carbonate)* Main sources are: • Brines from Salars • Ore (Spodumene, Hectorite, Jadarite) • Geothermal- and Oilfield Brines There is enough Lithium • All existing producers have announced significant capacity increase over the next years • In total there are more than 50 active exploration projects worldwide covering all three main sources. • * Source: Roskill, The economics of Lithium, 11th edition, 2009© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not bereproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 16not be used for any purpose other than that for which it is supplied.
  • 17. Lithium Availability WallMapGerry M Clarke, Peter W Harben© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not bereproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 17not be used for any purpose other than that for which it is supplied.
  • 18. Critical Raw Materials for the EUSource: Critical Raw Materials for the EU,European Commission Enterprise and Industry, June 2010 © 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH. No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not be reproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 18 not be used for any purpose other than that for which it is supplied.
  • 19. Lithium Production© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not bereproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 19not be used for any purpose other than that for which it is supplied.
  • 20. Natural brines from El Salar ~ 0,16% Li NaCl + CaSO4 * H2O HALITE NaCl + KCl SYLVINITE MgCl2 * KCl * 6H2O CARNALLITE MgCl2 * 6H2O BISCHOFITE MgCl2* LiCl *7H2O Li CARNALLITE 9 x 4 km dimension END BRINE 6.0% Li Li2CO3 LiCl Further Purification, Processing, Crystallization© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not bereproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 20not be used for any purpose other than that for which it is supplied.
  • 21. Chemetall Lithium Production Potential Chemetall has steadily increased production in the past and expects to continue to do so in the future to meet market needs.2002 2005 2006 2008 2010 Expansion plans based on current market estimates (Salar Atacama; Chile, Silver Peak, USA; Langelsheim Plant,Germany) 2008 2010 2015 2020 Lithium > 27,000 t > 33,000 t > 40,000 t > 50,000 t Carbonate Lithium > 4,000 t > 5,000 t > 10,000 t > 15,000 t Hydroxide© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not bereproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 21not be used for any purpose other than that for which it is supplied.
  • 22. Chemetall – Core Competencies Brine and Closed cycles of salt processing materials • Solar pond technology • Recycling of production • Salt purification residues – From internal • Crystallization processes Lithium Products • Production of – From customer’s Portfolio High Purity Li salts processes Lithium Metal Organometallics • Casting of Lithium metal • Large scale production of • Semi-finished metal product air and water sensitive materials© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not bereproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 22not be used for any purpose other than that for which it is supplied.
  • 23. Lithium Reycling Lithium from Battery Materials© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not bereproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 23not be used for any purpose other than that for which it is supplied.
  • 24. The Importance of Recycling• Environmental Issues• Extended Producer Responsibility• Regulation• Resources Preservation / Sustainability• Geostrategical Issues• Consumer Acceptance / Image© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not bereproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 24not be used for any purpose other than that for which it is supplied.
  • 25. Battery Recycling Recent Status: Recent Status: - Shredding of small Batteries No viable economical and - Pyrotechnical Reprocessing ecological Recycling System for large Batteries - Recycling of Co, Ni No Lithium Recycling Lithium Recycling Mandatory© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not bereproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 25not be used for any purpose other than that for which it is supplied.
  • 26. Lith Rec© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not bereproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 26not be used for any purpose other than that for which it is supplied.
  • 27. Recycling Potential (mean scenario) and Timing 400.000t LCE 350.000 HEV + PHEV + EV 300.000 Recycled 250.000 200.000 150.000 Battery Life 100.000 50.000 0 2010 2015 2020 2025 2030© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not bereproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 27not be used for any purpose other than that for which it is supplied.
  • 28. Chemetall as the leading producer of lithium compounds is committed to expand capacities and to develop tailor-made products in order to satisfy its customer‘s demands.© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not bereproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 28not be used for any purpose other than that for which it is supplied.