Kirill Klip: International Lithium Corp. Presentation At Wentworth. February 2018.

Back Into The Future

Lithium Will Power Us For The Next 50 Years
And Then Robots
Kirill Klip International Lithium
Wentworth 2018
1

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 International Lithium 2018
www.internationallithium.com
2

Tesla Model 3

Before we had the best Electric Cars and affordable EVs.
Now we have the first best and affordable Electric Car.
3

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...”
4

China Is The Centre Of The
Lithium Universe.
5

The Lithium Universe

International Lithium Corp.
Wormholes: Entry Into The Lithium Universe – China.
6

International
Lithium Corp.
7

Entry Into Vertically Integrated
Lithium Business With Ganfeng.
International Lithium provides an entry point into Vertically
Integrated Lithium Business with Ganfeng Lithium.
8

Ganfeng Lithium Is The Largest
Integrated Lithium Producer In China.
Company is trading on Shenzhen Exchange with
capitalization of approximately USD $6 Billion.
9

China Is The Centre Of The Lithium
Universe.
It is not only Tesla Gigafactory – 27 Lithium Batteries
Megafactories are rising all across the globe.
10

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.
11

China’s State Grid Is
GeEing Ready For 100
Million Electric Cars By
2030
Can We Reach 200 Million EVs Globally By That Time?
12

Beyond The Tesla Gigafactory.

CATL already sells the most lithium batteries to the
biggest EVs makers in the biggest EVs market: China.
13

China Targets Sevenfold EVs Sales
Increase By 2025.
The new assemble lines will make CATL world’s largest
EVs Lithium Battery Maker.
14

SQM Lithium
OverSupply
Scare 2.0
15

SQM 2010:
“We can supply Lithium for
1000 years.”
SQM 2018:
“Maybe we can produce 216,000 T Lithium LCE in 2025.”
16

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.
17

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.
18

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.
19

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.
20

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.
21

Energy Storage Systems
Solar & Wind.
Energy Storage Systems Will Consume More Lithium
Batteries’ Capacity Than Electric Cars in the Future.
22

The Real Lithium Scare.
You Can’t Get It.
23

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.
24

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.
25

Tesla Energy rEVolution.

All Known Reserves Are Not Enough.
New Technologies: NOT Only for EVs - Lithium Exploration & Development.
26

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
27

New Geo Political Strategy:
Focus – Access To Lithium.
Lithium Gigafactories Will Come Where The Lithium Supply Is
Located – Lithium Batteries Will Be A Commodity.
28

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.
29

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.
30

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.
31

Lithium Recovery Using
Membrane Separation.
Mariana Lithium JV $17M Approved Budget for 2018 will
include Membrane Test by Ganfeng Lithium.
32

Mariana Lithium JV $17M Budget.

Preliminary Economic Assessment and Pre-feasibility
studies.
33

$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.”
34

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
•  Please contact KirillKlip@InternationalLithium.com
35

Thank you!
Energy rEVolution.
The World Just Before The INTERNET.
Follow @KirillKlip
Visit www.kirillklip.blogspot.com
Contact KirillKlip@internationallithium.com
36

Kirill Klip: International Lithium Corp. Presentation At Wentworth. February 2018.

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