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China is The Centre of The Lithium Universe.

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China is The Centre of The Lithium Universe. The Breakneck Rise Of CATL: China's Colossus Sells The Most Of Lithium Batteries In The Biggest EVs Market In The World.

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China is The Centre of The Lithium Universe.

  1. 1. China Is The Centre Of The Lithium Universe. Kirill Klip International Lithium 2018 www.internationallithium.com
  2. 2. China Is The Centre of the Lithium Universe. It is not only Tesla Gigafactory – 27 Lithium Batteries Megafactories are rising all across the globe. Kirill Klip International Lithium 2018 www.internationallithium.com
  3. 3. The End of The ICE Age & OIL Domination. For centuries we have been burning things just to get some energy. It has been mostly OIL for the last 100 years. Not Any More. We do not have to burn things. Electricity is the most efficient form of Energy known to humans. And now we can Store It and USE IT When We Want. Cheap Lithium Batteries Change Everything. Kirill Klip International Lithium 2018 www.internationallithium.com 3
  4. 4. China’s State Grid Is Ge@ing Ready For 100 Million Electric Cars By 2030 Can We Reach 200 Million EVs Globally By That Time? Kirill Klip International Lithium 2018 www.internationallithium.com
  5. 5. Beyond the Tesla Gigafactory. CATL already sells the most lithium batteries to the biggest EVs makers in the biggest EVS market: China. Kirill Klip International Lithium 2018 www.internationallithium.com
  6. 6. China Targets Sevenfold EVs Sales Increase by 2025. The new assemble lines will make CATL world’s largest EVs lithium battery maker. Kirill Klip International Lithium 2018 www.internationallithium.com
  7. 7. SQM Lithium OverSupply Scare 2.0
  8. 8. SQM 2010: “We can supply Lithium for 1000 years.” SQM 2018: “Maybe we can produce 216,000 T Lithium LCE in 2025.” Kirill Klip International Lithium 2018 www.internationallithium.com 8
  9. 9. SQM Lithium Oversupply Scare 2.0 •  “UBS analyst Lachlan Shaw says SQM deal will not affect lithium supply for at least 4 or 5 years given the time required to build the expansions. When SQM’s expansion eventually does hit, Mr. Shaw says demand should be surging sufficiently to ensure a shortage of lithium.” The Australian Financial Review. Kirill Klip International Lithium 2018 www.internationallithium.com 9
  10. 10. UBS Lithium Demand Forecast Over 1,000,000 T LCE/Y 2026 “SQM would be able to produce up to 216,000 T Lithium LCE a year through 2025.” Reuters. Kirill Klip International Lithium 2018 www.internationallithium.com 10
  11. 11. Dr. David Deak Former SDE of Tesla Motors Inc. To Electrify The World’s Fleet of Vehicles By 2050 Lithium Production Needs To Average 3.1 Million T LCE for 20 Years. Kirill Klip International Lithium 2018 www.internationallithium.com 11
  12. 12. Summer 2017 My “Totally Outrages” Forecast 36 M T LCE Needed by 2040 For 600 M EVs. 100 M T Lithium LCE Needed by 2050 if Elon Musk and Warren Buffett Are Right About Electric Cars. Kirill Klip International Lithium 2018 www.internationallithium.com 12
  13. 13. 100 M T Lithium LCE Needed by 2050. Only for All New Cars Being Electric The Economist: 1.8 B Electric Cars by 2040 Kirill Klip International Lithium 2018 www.internationallithium.com 13
  14. 14. Energy Storage Systems Solar & Wind. Energy Storage Systems Will Consume More Lithium Batteries’ Capacity Than Electric Cars in the Future. Kirill Klip International Lithium 2018 www.internationallithium.com 14
  15. 15. The Real Lithium Scare. You Can’t Get It. Kirill Klip International Lithium 2018 www.internationallithium.com 15
  16. 16. Security of Lithium Supply. •  We are Here now: The Price of Lithium is the second thought after you have got some Secure Supply. •  The Future: The Price of Lithium and its Amount Somewhere are not important if You Can’t Get It. •  Scene One: China is diverting Supply of Lithium Chemicals for Batteries to Their Own Producers. •  Scene Two: Australia, Chile, Argentina, Canada and Others Prohibit The Export of Any Battery Grade Chemicals other than In Lithium Batteries. •  I will leave this stimulating process of thinking to all interested parties. Kirill Klip International Lithium 2018 www.internationallithium.com 16
  17. 17. Disruption of $12 T Industries: Energy and Transportation. •  Disruption of $12 Trillion Industries: $8 T Energy & $4 T Transportation is based on $3 B Lithium Market by sales in 2017. •  Money flow in Security of Lithium Supply will expand this market by price first and by volume after it. •  Investments are lacking the Big Picture – Price Shocks Are Imminent. •  M&A will redistribute the existing production first (SQM) and near-future supply development second (Lithium X). •  Tesla Energy rEVolution – All Known Reserves of Lithium will be produced. Kirill Klip International Lithium 2018 www.internationallithium.com 17
  18. 18. Tesla Energy rEVolution. All Known Reserves Are Not Enough. New Technologies: NOT Only EVs - Lithium Exploration & Development. Kirill Klip International Lithium 2018 www.internationallithium.com 18
  19. 19. We Need To Produce 12 Million T Of Lithium LCE By 2030 2030: To Have 200 Million Electric Cars – 12 Million T of Lithium 2040: To Have 600 Million Electric Cars – 36 Million T of Lithium 2050: To Have All New Cars Electric – 100 Million T of Lithium Kirill Klip International Lithium 2018 www.internationallithium.com
  20. 20. New Geo Political Strategy: Focus – Access to Lithium. Lithium Gigafactories Will Come Where The Lithium Supply Is Located – Lithium Batteries Will Be A Commodity. Kirill Klip International Lithium 2018 www.internationallithium.com 20
  21. 21. Entry Into Vertically Integrated Lithium Business With Ganfeng. International Lithium provides an entry point into Vertically Integrated Lithium Business with Ganfeng Lithium. Kirill Klip International Lithium 2018 www.internationallithium.com 21
  22. 22. The End of The ICE Age & OIL New Players Are At The Table. Who will control the future of Tesla Energy rEVolution? The Lithium Race Is ON. Kirill Klip International Lithium 2018 www.internationallithium.com 22
  23. 23. Thank you! Energy rEVolution. The World Just Before The INTERNET. Follow @KirillKlip Visit www.kirillklip.blogspot.com Contact KirillKlip@internationallithium.com Kirill Klip International Lithium 2018 www.internationallithium.com 23

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