Trends in lithium including LithoRec
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Trends in lithium including LithoRec

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Objective Capital's Rare Earths, Speciality & Strategic Metals ...

Objective Capital's Rare Earths, Speciality & Strategic Metals
Investment Summit 2012
Ironmongers' Hall, City of London
13-14 March 2012
Speaker: Thomas Krause, Chemetall Lithium

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Trends in lithium including LithoRec Trends in lithium including LithoRec Presentation Transcript

  • RARE EARTHS, SPECIALITY& STRATEGIC METALSINVESTMENT SUMMIT Trends in lithium including LithoRec Thomas Krause – Global Comms, Chemetall Lithium IRONMONGERS‟ HALL, CITY OF LONDON ● TUESDAY-WEDNESDAY, 13-14 MARCH 2012 www.ObjectiveCapitalConferences.com
  • Trends in LithiumThomas KrauseHead of Marketing & Communications, LithiumRare Earths, Speciality & Strategic Metals Investment SummitLondon, March 13, 2011
  • Forward Looking StatementsThis 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. 3 View slide
  • ChemetallAt a glance 4 View slide
  • Chemetall is Part of Rockwood (NYSE ROC) Net Sales: $ 3,669 Employees: 9,710 Pigments & Additives Advanced Materials (USD millions) fiscal year 2011 5
  • 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 6
  • Chemetall – Core Competencies• Solar pond technology • Recycling of lithium• Salt purification containing residues• Crystallization – From internal processes• Production of Lithium Portfolio – From customer‟s high purity Li salts processes• Casting of Lithium metal • Large scale production• Semi-finished metal of air and water products sensitive materials 7
  • Lithium trends -Today‘s and future demand 8
  • Consumption of lithium by end-use Total demand abt. 120.000 mt LCE in 2010 9
  • Trends in Lithium The commitment and acceptance of eco cars is driven by the need to ensure independency from crude oil, and the reduction of greenhouse gases.• Most reports estimate the number of ecoeco cars in 2020 in a Most reports estimate the number of cars in 2020 in a range of 5 to 7 million. million range of 5 to 7 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. 10
  • Lithium Forecast - Market Penetration Scenarios(Basis: Six Different Market Studies) ts LCE 600.000 500.000 HEV + PHEV + EV (high scenario) 400.000 300.000 HEV + PHEV + EV (low scenario) 200.000 Portable Batteries Other Applications 100.000 Lubricating Greases Glass & Ceramics 0 2010 2015 2020 2025 11
  • Lithium Availability WallMapGerry M Clarke, Peter W Harben 12
  • Main Sources for LithiumBrines from Salars Minerals Geothermal Brines (Brines, which are a residual (Spodumene, Hectorite by-product of geothermal power Jadarite) Generation; very low in Lithium) 13
  • 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 14
  • 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 2014 2020 Lithium > 27,000 t > 33,000 t > 50,000 t Carbonate To be expanded according Lithium > 4,000 t > 5,000 t > 10,000 t to market needs Hydroxide 15
  • Recent Expansions New Battery Grade Lithium Hydroxide Plant:  Kings Mountain, NC  Capacity 5,000 ts  Start up Q2 / 2012 New Battery Grade Lithium Carbonate Plant:  Antofagasta, Chile  Capacity 20,000 ts  Start up Q4 / 2013 Brine Pond Expansion:  Silver Peak, NV  Capacity up to 6,000 ts LCE  Start up Q2 / 2013 Pilot Plant for Lithium Battery Material Recycling:  Langelsheim, Germany  Capacity up to 800 ts LCE  Start up Q1 /2012 16
  • Trends in Lithium The commitment and acceptance of eco cars is driven by the need to ensure independency from crude oil, and the reduction of greenhouse gases. Most reports estimate the number of eco cars in 2020 in a range of 5 to 7 million. Battery development is is still progress, especially for pure pure Battery development still in in progress, especially for electric vehicles and requires modified high sophisticated electric vehicles and requires modified high sophisticated products. products. Recycling will play a more and more important role. 17
  • Energy densities – future generationseffective range EV [km] >500 - ca. 1500 Wh/kg500 Li-sulfur Li-air 300 Wh/kg Alloy anode200 high voltage 150-170 Wh/kg cathode LiB optimized 130 Wh/kg100 LiB 50 today 2012 near future future 18
  • Lithium Ion Batteries (LIB) Types Battery Chemistry Existing and Future Cathode Product Demand •Lithum Cobalt (LCO) •Lithium Nickel Cobalt Aluminum  Li-carbonate with specific (NCA, LNCA) qualities for cathode •Lithium Nickel Cobalt Manganese material (NCM)  Li-hydroxide with specific •Lithium Manganese Spinel (LMO) qualities for cathode •Lithium Iron Phosphate (LFP) material Anode  LiBOB as electrolyte salt •Lithium Titanate Spinel (LTO) and additive •Titatnium dioxide modifications  Li-halide salts for •Si – alloys electrolytes •Li metal foil (for LIB as well as  Prelithiated Li metal foils for Li/air, open batteries) and anodes Electrolyte / Additives  Alloy / Composite Anodes •LiBOB •Conductive salts 19
  • Chemetall Lithium Battery Roadmapeffective range EV [km] 500 >500 - ca. 1500 Wh/kg 300 Wh/kg Li-sulfur 200 Li-air 200 Wh/kg Alloy anode 150-170 Wh/kg high voltage Alloy anode cathode 100 130 Wh/kg LiB optimized 50 LiB next next future today 2012 generation I generation II LiBOB- Redox shuttle molecules Prelithiation Li-metal anode I improvements Agents for anodes Electrolyte additives and Li-metal anode II conductive salts Alloy/Composite Li-metal anode III Anodes HP Li2CO3 and HP LiOH (solid electrolytes) 20
  • Dedication – global R&D network ITRIAutomotiveIndustry Europe DOEChemical German & USIndustry Americas Asia Governmental Offices Other Equipment Research Suppliers Institutes Industry CIL Centro de and Innovatión del Litio Trade Associations Chile Strong R&D network to meet future market needs for LIB 21
  • Trends in Lithium The commitment and acceptance of eco cars is driven by the need to ensure independency from crude oil, and the reduction of greenhouse gases. Most reports estimate the number of eco cars in 2020 in a range of 5 to 7 million. Battery development is still in progress, especially for pure electric vehicles and requires modified high sophisticated products. Recycling will play aa more and more important role. Recycling will play more and more important role. 22
  • Market Development for Eco Cars• Lithium will not be consumed in Lithium Ion Batteries.• Legislation will force the automotive industry to develop comprehensive recycling concepts• Recycling of Lithium from used batteries may exceed 50% - larger quantities will be available from 2030 onwards. 23
  • Lith Rec 24
  • Recycling of Eco Car LIB Materials Transition Metal Salts for further Recycling Integrated Pretreatment Battery for Disassembling Recycling Leaching /Extraction of Cathode Material = Extraction Pilot Plant HCl or H2SO4 = HP LiOH Pilot Plant HP LiOH Salt Splitting via Electrodialysis Manufacturing of Purification by:Cathode Materials - Cristallization HP - Ion Exchange Li2CO3 25
  • 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 26
  • Chemetall … as the leading producer of lithium compounds is committed:• to expand capacities according to market needs• to develop tailor-made products in order to satisfy its customer„s demands• to foster sustainability by developing Lithium Recycling for LIB EV batteries Primary Sources Secondary SourceSalar de Atacama Silver Peak Recycling 27