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Kirill Klip: The Green Energy Metals Royalty Co. Lithium Presentation - TNR Gold Corp.

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Kirill Klip: The Green Energy Metals Royalty Co. Lithium Presentation - TNR Gold Corp.

  1. 1. Back Into The Future Lithium Will Power Us For The Next 50 Years And Then Robots Kirill Klip GEM Royalty TNR Gold Lithium Wentworth 2018 1
  2. 2. Legal Disclaimer. All information about International Lithium Corp. presented from publicly available data. Kirill Klip GEM Royalty TNR Gold Lithium Wentworth 2018 2
  3. 3. Legal Disclaimer for the US. Please read legal disclaimers. There is no investment advice in this presentation. Always consult your qualified financial adviser. Kirill Klip GEM Royalty TNR Gold Lithium Wentworth 2018 3
  4. 4. Energy rEVolution The World Just Before The INTERNET We need something better than the Warp Speed just to match Elon Musk’s “Maximum Plaid” of Tesla Roadster. Kirill Klip GEM Royalty TNR Gold Lithium Wentworth 2018 4
  5. 5. Tesla Model 3 Before we had the best Electric Cars and affordable EVs. Now we have the first best and affordable Electric Car. Kirill Klip GEM Royalty TNR Gold Lithium Wentworth 2018 5
  6. 6. Mel Herbert from Talking Tesla •  “Tesla Model 3 is huge, huge problem for Tesla ... This car is so good - it's going to cannibalize Tesla Model S sales if they are not very careful. This car is so good, that I way prefer it to Tesla Model S... It is a perfect size, it feels zippier and feels much faster than Tesla Model S. It feels like a sport car. It is the perfect car...” Kirill Klip GEM Royalty TNR Gold Lithium Wentworth 2018 6
  7. 7. China Is The Centre Of The Lithium Universe. Kirill Klip GEM Royalty TNR Gold Lithium Wentworth 2018 7
  8. 8. The Lithium Universe TNR Gold Stake In International Lithium Corp. Wormholes: Entry Into The Lithium Universe – China. Kirill Klip GEM Royalty TNR Gold Lithium Wentworth 2018 8
  9. 9. Green Energy Metals Royalty Co. TNR Gold Corp. Kirill Klip GEM Royalty TNR Gold Lithium Wentworth 2018 9
  10. 10. TNR Gold Holds Strategic Stake In International Lithium Corp. Kirill Klip GEM Royalty TNR Gold Lithium Wentworth 2018 10
  11. 11. TNR Gold Holds Royalty on Mariana Lithium, Argentina. 11 Kirill Klip GEM Royalty TNR Gold Lithium Wentworth 2018
  12. 12. Entry Into Vertically Integrated Lithium Business With Ganfeng. TNR Gold’s Stake In International Lithium provides an entry point into Vertically Integrated Lithium Business with Ganfeng Lithium. Kirill Klip GEM Royalty TNR Gold Lithium Wentworth 2018 12
  13. 13. Ganfeng Lithium Is The Largest Integrated Lithium Producer In China. Company is trading on Shenzhen Exchange with capitalization of approximately USD $6 Billion. Kirill Klip GEM Royalty TNR Gold Lithium Wentworth 2018 13
  14. 14. China Is The Centre Of The Lithium Universe. It is not only Tesla Gigafactory – 30 Lithium Batteries Megafactories are rising all across the globe. Kirill Klip GEM Royalty TNR Gold Lithium Wentworth 2018 14
  15. 15. 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 GEM Royalty TNR Gold Lithium Wentworth 2018 15
  16. 16. China’s State Grid Is GeQing Ready For 100 Million Electric Cars By 2030 Can We Reach 200 Million EVs Globally By That Time? Kirill Klip GEM Royalty TNR Gold Lithium Wentworth 2018 16
  17. 17. Beyond The Tesla Gigafactory. CATL already sells the most lithium batteries to the biggest EVs makers in the biggest EVs market: China. Kirill Klip GEM Royalty TNR Gold Lithium Wentworth 2018 17
  18. 18. China Targets Sevenfold EVs Sales Increase By 2025. The new assemble lines will make CATL world’s largest EVs Lithium Battery Maker. Kirill Klip GEM Royalty TNR Gold Lithium Wentworth 2018 18
  19. 19. SQM Lithium OverSupply Scare 2.0 Kirill Klip GEM Royalty TNR Gold Lithium Wentworth 2018 19
  20. 20. SQM 2010: “We can supply Lithium for 1000 years.” SQM 2018: “Maybe we can produce 216,000 T Lithium LCE in 2025.” Kirill Klip GEM Royalty TNR Gold Lithium Wentworth 2018 20
  21. 21. 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 GEM Royalty TNR Gold Lithium Wentworth 2018 21
  22. 22. 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 GEM Royalty TNR Gold Lithium Wentworth 2018 22
  23. 23. 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 GEM Royalty TNR Gold Lithium Wentworth 2018 23
  24. 24. Summer 2017 My “Totally Outrages” 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. Kirill Klip GEM Royalty TNR Gold Lithium Wentworth 2018 24
  25. 25. 100M T Lithium LCE Needed by 2050. 100M T Lithium LCE needed ONLY for All New Cars being Electric. The Economist: 1.8 B Electric Cars by 2040. Kirill Klip GEM Royalty TNR Gold Lithium Wentworth 2018 25
  26. 26. Energy Storage Systems Solar & Wind. Energy Storage Systems Will Consume More Lithium Batteries’ Capacity Than Electric Cars in the Future. Kirill Klip GEM Royalty TNR Gold Lithium Wentworth 2018 26
  27. 27. The Real Lithium Scare. You Can’t Get It. Kirill Klip GEM Royalty TNR Gold Lithium Wentworth 2018 27
  28. 28. 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 GEM Royalty TNR Gold Lithium Wentworth 2018 28
  29. 29. Disruption Of $12T 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 Americas and Lithium X). •  Tesla Energy rEVolution – All Known Reserves of Lithium will be produced. Kirill Klip GEM Royalty TNR Gold Lithium Wentworth 2018 29
  30. 30. Tesla Energy rEVolution. All Known Reserves Are Not Enough. New Technologies: NOT Only for EVs - Lithium Exploration & Development. Kirill Klip GEM Royalty TNR Gold Lithium Wentworth 2018 30
  31. 31. 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 GEM Royalty TNR Gold Lithium Wentworth 2018 31
  32. 32. 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 GEM Royalty TNR Gold Lithium Wentworth 2018 32
  33. 33. 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 GEM Royalty TNR Gold Lithium Wentworth 2018 33
  34. 34. Mariana Lithium, Argentina Resources Estimate (NI 43-101 Technical Report) filed in April 2017. ILC holds rights to 27% plus stake including 10% Back-in Right. Kirill Klip GEM Royalty TNR Gold Lithium Wentworth 2018 34
  35. 35. Mariana Lithium JV – Ganfeng Lithium Operator. Ganfeng Lithium brings the capital and technology to extract and process lithium into high value product and sell that product into an established and growing market. Kirill Klip GEM Royalty TNR Gold Lithium Wentworth 2018 35
  36. 36. Lithium Recovery Using Membrane Separation. Mariana Lithium JV $17M Approved Budget for 2018 will include Membrane Test by Ganfeng Lithium. Kirill Klip GEM Royalty TNR Gold Lithium Wentworth 2018 36
  37. 37. Mariana Lithium JV $17M Budget. Preliminary Economic Assessment and Pre-feasibility studies. Kirill Klip GEM Royalty TNR Gold Lithium Wentworth 2018 37
  38. 38. $17M Budget for Mariana Lithium JV •  Continued natural evaporation studies. •  Membrane separation studies. •  Aquifer characterization studies. •  Preliminary Economic Assessment (“PEA”). •  Pre-feasibility studies (“PFS”). •  “We welcome very positive developments at the Mariana JV with our partner Ganfeng Lithium,” – commented Kirill Klip, Executive Chairman of ILC. “This comprehensive budget for 2018 is expected to bring Mariana JV to important valuation milestones for the Company: preliminary economic assessment and pre-feasibility studies. We are looking forward to the confirmation that membrane technology provided by Ganfeng Lithium will allow our joint venture operation to produce lithium hydroxide in Argentina.” January 8th, 2018 Kirill Klip GEM Royalty TNR Gold Lithium Wentworth 2018 38
  39. 39. TNR Gold Stake In International Lithium Corp.: Lithium Royalty and Strategic Investments Company. •  “Strategic Partnership” with Ganfeng Lithium. •  Mariana Lithium JV - 82.754% GFL : 17.246% ILC. •  ILC retains 10% Back-in Right. •  Avalonia Lithium, Ireland - 55% GFL : 45% ILC. •  JV Partnership with Pioneer Resources, Australia. •  Mavis Lake JV, Canada – Pioneer earns-in 51%. •  Raleigh Lake JV, Canada – Pioneer earns-in 51%. •  ILC presentation is on www.internationallithium.com •  All Information is available on www.sedar.com Kirill Klip GEM Royalty TNR Gold Lithium Wentworth 2018 39
  40. 40. Thank you! Energy rEVolution. The World Just Before The INTERNET. Follow @KirillKlip Visit www.kirillklip.blogspot.com Contact k.klip@btinternet.com Kirill Klip GEM Royalty TNR Gold Lithium Wentworth 2018 40

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