Kirill Klip GEM Royalty TNR Gold Lithium Presentation

Back into the Future
Lithium Will Power Us for the Next 50 Years
and then Robots
Kirill Klip GEM Royalty TNR Gold
Lithium December 2023
1

Energy rEVolution
The World Just Before the INTERNET
The future is already here, not everybody can see it yet.
Technology to stop burning oil is here and it is beautiful.
2

The future is already here, not everybody can see it yet, but
megatrends are manifesting themselves. rEVolution.
3

Legal Disclaimer
All information about Ganfeng Lithium presented using
publicly available data.
4

Legal Disclaimer for the US
Please read legal disclaimers. There is no investment advice in this
presentation. Always consult your qualified financial adviser.
5

Tesla Optimus
The future is already here, not everybody can see it yet, but
megatrends are manifesting themselves. rEVolution.
6

and then Robots
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Elon Musk & Lithium
Will Elon Musk Finally Use This Opportunity to Secure
Supply of Lithium?
8

Lithium ATH
Bloomberg: “Powerful Rally”.
9

Elon Musk & Lithium
Elon Musk: “It is looking increasingly like … that Tesla will
need to get into the Mining Business”. What about NOW?!
10

REE 2.0 Lithium Price War
REE 2.0 Lithium Price War. Who can cross the desert?
“One Thousand & One” Lithium Dreams Are Gone.
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and then Robots
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and then Robots
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The Green Energy Metals Royalty Co.
TNR Gold Corp.
16

TNR Gold: Investment Loan Repaid
TNR Gold: Investment Loan Repaid, Ganfeng’s Mariana
Lithium Begins Operational Phase.
17

TNR Gold Holds NSR
Royalty on
Mariana Lithium,
Argentina.
Ganfeng Lithium Operator
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Ganfeng to Invest US$600M
TNR Gold NSR Royalty: Ganfeng plans 20K LiCl T/Y over
PEA est. of 10K T/Y LCE at Mariana Lithium.
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Lithium Salars
Mariana Lithium Project – Salar Llullaillaco.
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Ganfeng will install 120MW Solar Park at
Mariana Lithium. (CGI)
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El Pregon Minera: ”The Operational Phase of the Marina
Project Began”.
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TNR Gold Corp.
Northstar: TNR Gold Corp.
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Clean Air
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DIEselGate
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EVs: The End of the ICE Age
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Average EV Range
BloombergNEF: “Average EV Range”.
28

Electric Cars Are Cleaner Than ICE
Life Cycle Global Warming Emissions: EVs vs. Gasoline
Cars and Trucks.
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Electric Cars Are Cleaner Than ICE
CleanTechnica: Tesla Model 3 lifetime emissions are
65% less than Mercedes C class.
30

Energy rEVolution
The World Just Before the INTERNET
“Maximum Plaid” of Tesla Roadster: Elon Musk has
demonstrated the potential of Electric Cars.
31

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 Anymore.
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.
32

Tesla 2022
Tesla delivers 3 million electric cars.
33

Tesla 2022
Statista: Tesla Vehicles Deliveries 2012 - 2022.
34

Tesla Dumps Bitcoin
CNBC: “Tesla has dumped 75% of its bitcoin holdings”.
35

Tesla’s Vertical Landing
Tesla in Ludicrous Crypto FSD Mode: FUD, Sweat and Tears.
(Chart by Holger Zschaepitz)
36

Tesla and Competition
Tesla Team must concentrate on EVs production
execution to justify its valuation.
37

Tesla rEVolution
Bloomberg: “Where’s the EV Competition”.
38

Tesla’s Vertical Landing
Bloomberg: “Tesla’s Big Step Up in Production”.
39

Tesla rEVolution
Bloomberg: “Where’s the EV Competition”.
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Tesla 2023
Carbon Finance: Tesla Vehicles Deliveries Q3 2023.
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Tesla 2023
Bloomberg: Tesla Vehicles Deliveries Q3 2023.
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Tesla rEVolution
Bloomberg: “Top Five Trucks That Tesla Owners Are
Considering”.
43

Tesla and Competition
Volkswagen accelerates battery EV production.
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Tesla rEVolution
Bloomberg: “Top Five Trucks That Tesla Owners Are
Considering”.
45

Tesla rEVolution
Bloomberg: “BYD Closes in on Tesla”.
46

Tesla rEVolution
Bloomberg: “BYD Dominates Electric Car Sales in
China”.
47

Tesla Semi
Tesla Semi is testing new limits for Electric Cars
technology.
Lithium November 2023
48

Electric Trucks
T&E: “Electric trucks can go the distance”.
49

Cheaper Lithium Batteries Change
Everything
Advanced materials are the base of Energy rEVolution.
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Cheaper Lithium Batteries Change
Everything
BNEF: “Estimated cost of VW’s future battery packs”.
51

Total Cost of Ownership Is Lower
with EVs
CleanTechnica: “Large auto leasing company - Electric
Cars have mostly lower total cost In Europe”.
52

Total Cost of Ownership Is Lower
with EVs
BNEF: “Light electric vans and trucks are already
competitive in some markets”.
53

Maintenance Is Lower with EVs
CleanTechnica: Electric Cars repair and maintenance
cost is 50% lower than ICE cars.
54

Maintenance Is Lower with EVs
Energy.gov: Electric Cars maintenance cost is lower
than ICE cars.
55

Electric Vans Cheaper
T&E: “Electric vans cheaper than DIEsel for all users”.
56

EV & ICE Car Cost Parity
We are closing on EV & ICE car cost parity.
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Bloomberg: “Closing the Gap”.
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Tesla Battery Day
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Tesla Battery Day
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Lithium Battery Prices
BNEF: “Hit the Brakes”.
62

Lithium Battery Prices
BNEF: “Battery Prices Are Falling Again”.
63

Tesla rEVolution
Bloomberg: “Tesla Prices Now Compete With the
Average Car”.
64

The End of the ICE Age
Tesla $25,000 Electric Car.
65

The End of the ICE Age
Tesla $25,000 Electric Car.
66

Tesla Energy rEVolution
Tesla’s rEVolution contribution.
67

Tesla Master Plan Part 3
Tesla: “End-Use Electrification, Sustainable Energy
Generation and Energy Storage”.
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Electric Cars are coming much faster than a lot of
people are anticipating it.
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Not Just Tesla Anymore
S&P: “Automakers’ investments in next-generation
vehicles to exceed $500B by 2030”.
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Investments in EVs
BNEF: “Investments in renewable energy and electrified
transport”.
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The Switch: Mass Market for EVs
Now all automakers are rushing to catch up with Tesla.
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The Switch Flipped
Electric Cars are forecast to account for all the growth
in passenger vehicles sales from 2023.
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The Switch Flipped
Global sales of traditional fuel-powered cars and trucks
may have already peaked.
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The Switch Flipped
EV sales to grow on price parity, new models.
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The Switch Flipped
EV sales to grow on price parity, new models.
79

Electric Surge
Bloomberg: “DIEsel is being eclipsed by Electric Cars in
Europe”.
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Peak ICE Is Behind Us
Bloomberg: “Peak ICE Is Behind Us”.
81

Global Electric Vehicles Sales
Bloomberg: “Passenger EVs sales as a percentage of
total sales, quarterly”.
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Peak ICE Is Behind Us
Bloomberg: “Peak ICE Is Behind Us”.
83

Global Electric Vehicles Fleet
BNEF: “Global EV fleet set to top 25 million in 2022”.
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Norway Electric Cars Sales
BNEF: “How Fast Is the Switch to Electric Cars?”
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BNEF: “Global EV fleet set to top 25 million in 2022”.
86

Electric Vehicles Sales Topped 10M
BloombergNEF: “Electric Vehicles Sales Topped 10
Million a Year in 2022”.
87

BNEF: “Global passenger EVs sales by region”.
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EVs Everywhere
BNEF: “EVs Everywhere”.
89

EVs Sales Set to Soar
BNEF: “EVs Sales Set to Soar”.
90

EVs Everywhere
BNEF: “EVs Everywhere”.
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Electric Vehicles Adoption
BloombergNEF: “Electric Vehicles Adoption”.
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Electric Vehicles Adoption
BloombergNEF: “Electric Vehicles Adoption Continues to
Grow”.
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BNEF: “Dawn of the EV Era”.
94

BNEF: “EV Sales Head For Another Record Year”.
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US Electric Vehicles Sales
BNEF: “Fully Electric Vehicles Surge to 3M in US”.
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US Electric Vehicles Sales
BNEF: “US All-Electric Vehicles Sales Pass the 1 Million
Mark”.
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BNEF: “EV Sales Head For Another Record Year”.
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BNEF: “There are now almost 41M passenger EVs on the
road”.
99

My 20/200 Formula
The Switch: we are getting there - mass market for EVs
USD$20k buys you BMW 2 style EV with 200 miles range.
100

China Bets on Electric Cars
Projected percent composition of passenger vehicles in
China over the next two decades.
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China’s State Grid Is
Getting Ready For 100
Million Electric Cars By
2030
Can We Reach 200 Million EVs Globally
by That Time?
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China’s EV Share
BNEF: “China’s EV share of passenger car segments”.
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EVs in China
BNEF: “Chinese sales of NEV”.
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EVs in China
CAAM: “China’s NEV Sales Expected to Reach 8M in
2023”.
105

We must stop burning oil. Solar and Wind.
Electricity.
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Energy rEVolution
Surface Area Required to Power the World with Solar
Alone.
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Green Energy: Clean Equals Cheap
All-in cost for clean energy plus storage is getting
cheaper.
108

Lithium Batteries
Wood Mackenzie: “Lithium-ion Dominates”.
109

Lithium Batteries Boom
Demand for Lithium batteries is forecast to surge.
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EVs & Mining
Mining makes the cars of today and tomorrow possible.
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Green Energy Electric Metals
IEA: “Minerals used in electric cars compared to ICE
cars”.
112

Lithium & Critical Minerals
Bloomberg: “Which Minerals Are Most Critical”.
113

Lithium Market
Bloomberg: “Lithium Is a Small But Rapidly Growing
Market”.
114

China Is the Centre of the
Lithium Universe.
115

The Lithium Universe
TNR Gold NSR Royalty on Mariana Lithium with Ganfeng.
Wormholes: Entry Into The Lithium Universe – China.
116

The Green Energy Metals Royalty Co.
TNR Gold Corp.
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Ganfeng Lithium is the Largest
Integrated Lithium Producer in China
Ganfeng Lithium: “Focus, Innovation, Sustainability”.
119

Ganfeng Lithium is the Largest
Integrated Lithium Producer in China
Ganfeng Lithium: “China’s Largest Lithium Compounds
Producer”.
120

China’s Lithium Giant
Ganfeng Lithium: “Our Worldwide Operations”.
121

Entry into Vertically Integrated
Lithium Business with Ganfeng
TNR Gold’s Royalty on Mariana Lithium provides an entry point
into Vertically Integrated Lithium Business with Ganfeng Lithium.
122

Entry into Vertically Integrated
Lithium Business with Ganfeng
TNR Gold’s Royalty on Mariana Lithium provides an entry point
into Vertically Integrated Lithium Business with Ganfeng Lithium.
123

TNR Gold Holds NSR
Royalty on
Mariana Lithium,
Argentina.
124

Lithium Batteries
BMI: “401 Gigafactories in 2030 pipeline”.
125

Battery Plant Investments
BNEF: “Battery Plant Investments Ahead of Target Last
Year”.
126

The Global Battery Arms Race
Elements: “The Top 10 EV Battery Manufacturers”.
127

Battery Plant Investments
BNEF: “Battery Plant Investments Ahead of Target Last
Year”.
128

Battery Metals Boom
BNEF: “Rising EV demand supercharges demand
forecast for a group of metals”.
129

Top Lithium Market
BNEF: “China accounts for about 40% of Lithium
demand”.
130

Batteries Supply Chain
BMI: “China’s dominance in mid-stream processing”.
131

Battery Value Chain
BNEF: “China Dominates Battery Value Chain”.
132

Top Lithium Market
BNEF: “China accounts for about 40% of Lithium
demand”.
133

Lithium Battery Supply Chain
IEA: “China dominates EV battery supply chain”.
134

Lithium ATH
Bloomberg: “Powerful Rally”.
135

Lithium Price Index
Bloomberg: “Lithium Price Index”.
136

One Thousand & One Lithium Dreams Are Gone.
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Lithium Prices
BMI: “There is not one price for Lithium”.
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Lithium Demand – Batteries!
BMI: “Battery Powered: 20 Years of Lithium demand”.
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Lithium Batteries
BMI: “Timeline - Battery commercialisation”.
146

Lithium Batteries
BMI: “Lithium-ion Battery Cell Capacity by Country”.
147

Lithium Batteries
BNEF: “Pole Position”.
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Lithium Batteries
BMI: “The Lithium Batteries: from Niche to Mainstream”.
149

Lithium Batteries
Statista: “High Demand for Lithium Batteries”.
150

Lithium Batteries
BNEF: “Greedy for Gigawatts”.
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Lithium Batteries
BMI: “China’s Dominance Will Not Be Bridged This
Decade”.
152

Lithium Boom
Bloomberg: “Electric vehicle rEVolution will fuel global
demand for Lithium”.
153

Lithium Carbonate Use
CNBC: “Lithium carbonate use for various devices”.
154

Lithium Accelerated Demand
BNEF: “The world is going to need five times more
Lithium by end of the decade”.
155

Lithium Accelerated Demand
BNEF: “Metals demands from Lithium-ion batteries”.
156

Lithium Supply & Demand
BMI: “Integration - It takes much longer to build a
raw material project than a battery or car plant”.
157

Lithium Demand
BMI: “How much raw material will Tesla’s Gigafactory
consume?”
158

Lithium Demand
BMI: “Lithium demand skyrockets to 2050”.
159

Lithium Demand
Albemarle: “Lithium Demand - 3.7M T LCE by 2030”.
160

Lithium Supply & Demand
BNEF: “BNEF battery metals supply and demand
forecast”.
161

Global Lithium Supply
Elon Musk: Hard? Or Easy?
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Lithium Mine Production Lead Time
IEA: “Range of typical lead times to initial production”.
163

Dreams About Lithium Meet Mining
Albemarle: “Recent Projects Took Up to 10 Years for
Mines, Longer for Integrated Projects”.
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Number of Mines to Meet Demand
IEA: “Number of mines to produce levels of metals
required”.
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Lithium Supply
BMI: “Lithium batteries is totally reliant on steady raw
materials supply”.
166

Lithium Supply Chains
BMI: “Lithium supply chains are complicated and
need billions in investment”.
167

Summer 2017
My “Totally Outrageous” Forecast 36M T LCE
Needed By 2040 For 600M EVs
100M T Lithium LCE Needed by 2050
if Elon Musk and Warren Buffett Are Right About Electric Cars.
168

100M T Lithium LCE
Needed by 2050
100M T Lithium LCE needed ONLY for All New Electric Cars.
The Economist: 1.8 Billion Electric Cars by 2040.
169

Lithium - Most Wanted
Worldwide Lithium demand and supply.
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Lithium Demand
BMI: “Raw Materials & Mining – the Limiting Factor”.
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Lithium Market Deficit
BNEF: “Looming Deficit”.
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Lithium Market Deficit
BNEF: “Under Pressure”.
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Electric Demand
BNEF: “The world needs a lot more battery metals”.
174

Lithium Supply
Bloomberg: “A Handful of Suppliers”.
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Lithium Supply
BNEF: “Lithium Plans”.
176

Lithium Mammoths
Bloomberg: “South America “triangle” accounts for 56%
of global deposits”.
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Australia & Lithium Triangle
Bloomberg: “Australia has overtaken South America”.
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Rushing for Lithium
Bloomberg: “The industry needs as much as $42B
investments”.
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New Lithium Mines Needed
Bloomberg: “More Mines Recommended”.
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Growing U.S. Energy Storage
Energy Storage Systems will consume more Lithium
batteries’ capacity than Electric Cars in the future.
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Energy Storage Systems
Solar & Wind
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Solar & Wind
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Tesla: “Goal One – 100% electric transportation requires
100X growth”.
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Tesla: “100% renewable energy requires 1600X growth”.
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Tesla Giant Battery
Tesla deployed the largest Lithium battery plant in
Australia.
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Energy Security - It Is Not About Oil Anymore
Tesla’s Lithium supply chain goes all around the globe
and back to China now.
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Tesla Goes Lithium Upstream
Lithium batteries is totally reliant on steady raw
materials supply.
189

Smart Money
Controls Bottlenecks
Energy Security. Electrification. Disruption of $12T Energy
and Transportation depended on $10B Lithium market.
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Lithium Supply
BNEF: “Buried Treasure”.
192

How To Cross Digital Divide And
Finance Tesla rEVolution?
Capital is coming to global renewable energy space,
but only the best Lithium companies can get it.
193

Lithium industry was starving, now the best Lithium
companies can get Capital.
194

Mining & rEVolution
Bloomberg: “Cumulative capital for new investment in
the EV industry”.
195

Lithium industry was starving, now the best Lithium
companies can get Capital.
196

Battery Metals Investments
The metal needed to support a 2-degree trajectory
would require over $1T investments.
197

Green Energy Metals
Bloomberg: “Multi-Trillion Dollar Net-Zero Opportunity”.
198

Energy Transition
BNEF: “Driving Investment”.
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Energy Transition Investments Tops $1T
Bloomberg: “Energy Transition Investments Tops
$1 Trillion”.
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Energy Transition Investments Tops $1T
BloombergNEF: “Energy Transition Investments Tops
$1 Trillion”.
201

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
202

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.
203

Smart Money
Controls Bottlenecks
Energy Security. Electrification. Disruption of $12T Energy
and Transportation depends on $12B Lithium market.
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Ganfeng Lithium: “China’s Largest Lithium Compounds
Producer”.
206

Ganfeng Lithium: “Lithium chemical capacity”.
207

Ganfeng Lithium: “Lithium capacity in expansion”.
208

Ganfeng Lithium: “Ganfeng Lithium Battery”.
209

Ganfeng Lithium: “Solid-State Battery”.
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Solid-State Lithium-Metal Batteries
Solid-State Lithium-Metal Batteries can provide safer
energy storage foe EVS with longer range.
211

Ganfeng Lithium: “Vertically Integrated Business
Model”.
212

Ganfeng Lithium: “World-leading Position in Lithium
Compounds and Metals”.
213

Ganfeng Lithium: “Access to Secure, High Quality
Supply of Lithium Raw Materials”.
214

Ganfeng Lithium: “Access to Secure, High Quality
Supply of Lithium Raw Materials”.
215

Ganfeng Lithium: “Blue-chip Customer Base with High
Visibility for Growing Demand”.
216

Ganfeng Lithium: “Lithium Battery – Ganfeng LiEnergy”.
217

Ganfeng Lithium Customers
Ganfeng Lithium supplies Tesla, Volkswagen and BMW.
218

Ganfeng Tesla Supply Deal
Ganfeng made Lithium supply deal with Tesla.
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Ganfeng Volkswagen Deal
Ganfeng made Lithium supply deal with Volkswagen.
221

Ganfeng BMW Supply Deal
Ganfeng made Lithium supply deal with BMW.
222

Mariana Lithium
Ganfeng Lithium brings the capital and technology to extract
and process Lithium for an established and growing market.
223

TNR Gold Mariana Lithium Royalty Holding
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Mariana Lithium in Salta
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Mariana Lithium “Phase I”
20,000 T Lithium Chloride
227

The Green Energy Metals
Royalty & Gold Company.
TNR Gold Corp.
228

GEM Royalty Co.
TNR Gold Corp. (TSXV: TNR)
The Green Energy Metals Royalty & Gold Company.
229

GEM Royalty Co.
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GEM Royalty Co.
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GEM Royalty Co.
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TNR Gold Corp. Global Assets
TNR Gold Corp. Current Holdings.
233

TNR Gold Business Model
We do not have to contribute any capital to the
development of Mariana Lithium.
234

TNR Gold Corp. Global Assets
TNR Gold Corp. Current Holdings.
235

Mariana Lithium, Argentina
Mariana Lithium PEA released December 2018.
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Mariana Lithium NSR Royalty
TNR Gold reports on Mariana Lithium Royalty Holding.
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El Pregon Minera: ”The Operational Phase of the Marina
Project Began”.
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TNR Gold: Investment Loan Repaid
TNR Gold: Investment Loan Repaid, Ganfeng’s Mariana
Lithium Begins Operational Phase.
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GEM Royalty Co.
TNR Gold Corp.
• Becoming The Green Energy Metals Royalty Co.
• Assets with major companies as Operators.
• Green Energy Metals: Lithium, Copper and Silver.
• TNR holds NSR Royalty on Mariana Lithium.
• TNR holds NSR Royalty on Los Azules Copper.
• TNR holds NPR Royalty on Batidero, Josemaria.
• TNR holds 90% stake in Shotgun Gold, Alaska.
• TNR Gold presentations on www.tnrgoldcorp.com
• All information is available on www.sedar.com
295

Thank you!
Energy rEVolution.
The World Just Before The INTERNET.
Contact k.klip@btinternet.com
Visit www.kirillklip.blogspot.com
Follow on Twitter @kirillklip
296

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