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Kirill Klip Lithium Presentation June 2017

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Kirill Klip Lithium Presentation: Back Into The Future - Lithium Will Power Us For The Next 50 Years And Then Robots.

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Kirill Klip Lithium Presentation June 2017

  1. 1. Back Into The Future Lithium Will Power Us For The Next 50 Years And Then Robots Kirill Klip Interna,onal Lithium Wentworth 2017
  2. 2. Back Into The Future The World Just Before The INTERNET Kirill Klip Interna,onal Lithium Wentworth 2017
  3. 3. Reverse Engineering The Future All Cars Are Electric Now Try To Sell DIEsel & ICE Ones Kirill Klip Interna,onal Lithium Wentworth 2017
  4. 4. Benchmark: The End Of The Beginning. InternaHonal Agency for Research on Cancer World Health OrganizaHon 2012. IARC: DIEsel Engine Exhaust Carcinogenic. Kirill Klip Interna,onal Lithium Wentworth 2017
  5. 5. Elon Musk: “All Cars Will Be Electric.” Warren BuffeT: “In 20 years, all cars on the road will be electric.” November 29, 2009. Kirill Klip Interna,onal Lithium Wentworth 2017
  6. 6. The Paradigm ShiY. We were burning OIL for more than 100 years just to get Energy. You have to find oil, extract it, refine it and BURN it with cancer hazard emissions later killing all of us. SUN is here everywhere providing Energy, now we can convert it into electricity very efficiently. The Game Changer: now we can Store Energy Electricity Cheaper - Electric Cars are here. Kirill Klip Interna,onal Lithium Wentworth 2017
  7. 7. Energy We are just before the INTERNET Centrally produced Controlled Kirill Klip Interna,onal Lithium Wentworth 2017
  8. 8. The Miracle BoPled Electricity BaPeries Kirill Klip Interna,onal Lithium Wentworth 2017
  9. 9. Energy rEVolu,on Now we can STORE Energy and USE it when we want it Distributed Energy Genera,on Solar And Wind Kirill Klip Interna,onal Lithium Wentworth 2017
  10. 10. The Game Changer This Magic Device Is Called An Electric Car Lithium Technology Cheaper lithium baPeries change everything Kirill Klip Interna,onal Lithium Wentworth 2017
  11. 11. The Game Changer: Technology Vs. OIL. The price of OIL went down from its peak 70% now. The price of all-in cost of lithium baTeries went down more than 70%. Elon Musk: Tesla can produce all-in cost of lithium baTeries at $190 / KWh. Kirill Klip Interna,onal Lithium Wentworth 2017
  12. 12. LITHIUM The magic metal at the very heart of the Energy rEVolu,on Kirill Klip Interna,onal Lithium Wentworth 2017
  13. 13. Why Lithium? •  Lowest Atomic Mass – Highest Energy/Weight •  Highest Reac,vity – Highest Voltage and Energy •  Highest Energy density per volume and weight •  Cheap, even now <<3% of BaPery Cost •  26 years in the field a^er decades and $$$ Billions in R&D •  Watch the best video: hPp://kirillklip.blogspot.co.uk/2015/11/lithium-air- baPery-breakthrough-will.html Kirill Klip Interna,onal Lithium Wentworth 2017
  14. 14. What Market Size are we talking about? Summer 2015: ALL Lithium Market measured in LCE was only $1 Billion dollars in Sales. December 2016 – $2.5 Billion dollars. Cost of Lithium is $1 in your iPhone, 2% in Tesla‘s BaTery. Security of Lithium Supply is at the base of the Next Big Thing: DISRUPTION of $12 Trillion Autos and Energy Industries. ExponenHal GROWTH. Kirill Klip Interna,onal Lithium Wentworth 2017
  15. 15. InternaHonal Energy Agency: We Need 600 Million Electric Cars By 2040 To Limit Temperature Increase Below 2ºC. We need to produce 36,000,000 T of Lithium (LCE). Total produc,on in 2016 200,000 T LCE. Kirill Klip Interna,onal Lithium Wentworth 2017
  16. 16. InternaHonal Lithium Corp. Lithium Strategic Investments and Royalty Co. Porjolio of the world-class Lithium Assets with the industry leaders which are ready for M&A to realize value in Strategic TransacHons. Kirill Klip Interna,onal Lithium Wentworth 2017
  17. 17. Lithium GeneraHon Catalyst: from 2 to 7,000 Tesla Model S 90 – More Than 7,000 Li BaTeries Your farther with remote control - 2 baTeries. Your Tesla on the driveway is more than 7,000 of lithium baTeries. Kirill Klip Interna,onal Lithium Wentworth 2017
  18. 18. How it’s started. Lithium-ion BaTery was commercialized by SONY in 1991. Walkman. Freedom. Mobility. Lithium Technology: 26 years, numerous devices and $$$ Billions in R&D Kirill Klip Interna,onal Lithium Wentworth 2017
  19. 19. Do you remember Nokia? With Fossil Fuels we have diminishing return on Energy Invested. Shale “revoluHon” - another Subprime Bubble and borrowed Hme. Energy Storage is Lithium Technology with prices going down every year. Kirill Klip Interna,onal Lithium Wentworth 2017
  20. 20. Power Tools NCA Li Chemistry – Like Tesla. AYer decades of R&D – NCA: Proven 10 years old technology. GM – NMC and NMC 2.0 ARGONNE, LG Chem Kirill Klip Interna,onal Lithium Wentworth 2017
  21. 21. We need a lot of baTeries. World goes MOBILE. Sun is always there to CHARGE our baTeries. Kirill Klip Interna,onal Lithium Wentworth 2017
  22. 22. Lithium BaTeries CommunicaHon Industry – Already happened. Electric Cars Auto Industry – Already happening. Energy And UHliHes Industries – The New FronHer, ongoing. Kirill Klip Interna,onal Lithium Wentworth 2017
  23. 23. Apple iCar – Can change EV market overnight. We are sHll waiHng … The Power of Brand and CAPITAL. Tesla Model 3 - $35k for 200 Miles will be made from July 2017. GM Bolt – $37k for 200 Miles is rolling out in the US and Canada. Nissan Leaf - $?? For 500 km ?? BMW i3 new baTery - Sales are UP. Kirill Klip Interna,onal Lithium Wentworth 2017
  24. 24. The Tide: Electric Cars are coming. The real story: there are over 70 models of electric cars on sale in China now already! Kirill Klip Interna,onal Lithium Wentworth 2017
  25. 25. This is the real “Tide of Electric Cars” Dozens of new models of Electric Cars will be available by 2020. Cheap lithium baPeries change everything. The Switch: millions of customers are buying EVs instead of ICE cars. Kirill Klip Interna,onal Lithium Wentworth 2017
  26. 26. Tesla Model 3 - 400,000 reservaHons in a month! Analysts were speculaHng when reservaHons can reach 100,000. People are ready and WAITING to buy the best electric cars. Elon Musk: “Best product launch ever in the history“. Kirill Klip Interna,onal Lithium Wentworth 2017
  27. 27. Tesla Model 3 launch – Lithium 2.0 Lithium 1.0 – There are NO GOOD electric cars. GM sold 7k Chevy Volts instead of 10k in 2010 It took GM 7 years to sell 100k Chevy Volts, BYD has sold the same amount of EVs just in 2016. Lithium 2.0 – Great Electric Cars are here: Tesla, GM, BMW, Ford, Nissan … There are 70 EV models on sale in CHINA NOW. Tesla can make lithium baTery with all-in cost below 190/kWh! Kirill Klip Interna,onal Lithium Wentworth 2017
  28. 28. NEXT – Mass Market For EVs 20/200 $20k buys you BMW 2 series with over 200 miles range. Now Tesla’s 75 kWh Lithium BaTery cost is $14k, down from $25k. Lithium BaTery is 1/3 of EV cost. Kirill Klip Interna,onal Lithium Wentworth 2017
  29. 29. NEXT - Tesla Powerwall Transporta,on - $4 Trillion Energy - $8 Trillion, Subsidies to Fossil Fuels $5.3 Trillion (IMF) Tesla Energy: 2016 Q1 25 MWh – 2,500 Powerwalls and 100 Powerpacks. Kirill Klip Interna,onal Lithium Wentworth 2017
  30. 30. Energy Storage – Total TransiHon From OIL. What can Central Planners do? FED can print money - investors are happy. China is building The Switch – New Energy Plan. Kirill Klip Interna,onal Lithium Wentworth 2017
  31. 31. Global Warning: Solar Power Is Cheaper Than Coal And Nuclear - China Canceled 104 New Coal Plants. hTp://kirillklip.blogspot.co.uk/2017/01/global-warning-solar-power-is- cheaper.html Kirill Klip Interna,onal Lithium Wentworth 2017
  32. 32. NEXT – Energy GeneraHon and UHlity Storage. It will be LARGER than EVs for Lithium Technology market. SOLAR is growing exponenHally. Kirill Klip Interna,onal Lithium Wentworth 2017
  33. 33. The Last Hope? Elon Musk and Tesla. Is it our last hope? “Make America Great Again” with a Steam Engine powered by “Clean Coal”??? The End of Empire – Reds are going Green. OIL is OUT. The End of ICE Age. “China is the Centre of Lithium Universe.” Kirill Klip Interna,onal Lithium Wentworth 2017
  34. 34. Lithium Technology And Energy rEVoluHon How Much Land Would It Take To Power The EnHre USA With Solar Energy? This is with Technology available today. The Game Changer: Energy Storage. Below 5 cents ROOFs are killing UHliHes. Kirill Klip Interna,onal Lithium Wentworth 2017
  35. 35. Warren BuffeT Bought Record Low Solar 3.87 c/kW, 2.99 c/kW Solar System in Dubai. Energy Storage. Mass producHon and New Technology. Solid State Lithium BaTery – Gigafactory? $100 per kWh of Lithium BaTery. Tesla Model 3 BaTery – $6k, Cost of Lithium is below 3%. Kirill Klip Interna,onal Lithium Wentworth 2017
  36. 36. Lithium Supply Chain. Lithium is for BaTeries, like SUGAR for Coca-Cola. VerHcally Integrated Lithium Business. InternaHonal Lithium and Ganfeng Lithium - $6.0 Billion MC is one of the New Lithium Big Five. Kirill Klip Interna,onal Lithium Wentworth 2017
  37. 37. Tesla Gigafactory – The Largest Facility In The World. $5 Billion investment by Tesla & Panasonic. Mass ProducHon: 500k EVs/year in 2018, up to 1.5 M at full capacity! Holy Grail for EVs – When Cost Of Lithium BaTeries Drops to $100/kWh Kirill Klip Interna,onal Lithium Wentworth 2017
  38. 38. Not Only Tesla Gigafactory – Lithium Megafactories. 771 LCE T / GWh Goldman Sachs: Every 1% of EV Sales in Total Auto Sales = 70k T of LCE 2016: Lithium Supply for BaTeries is up only 14% - LCE Prices are UP 74%! Kirill Klip Interna,onal Lithium Wentworth 2017
  39. 39. Now 3 Trillion Industries Are InvesHng In Li BaTeries. CommunicaHons. Electric Cars. Energy and UHliHes. Kirill Klip Interna,onal Lithium Wentworth 2017
  40. 40. Lithium BaTery. This is what inside Tesla. Next stage Lithium Solid Sate and Lithium Air. Lithium Air – cost below $100/kWh and Tesla Model S with range over 500 miles. Kirill Klip Interna,onal Lithium Wentworth 2017
  41. 41. Future: Lithium Solid State and Lithium-Air. Watch that video! hTp://kirillklip.blogspot.co.uk/2015/11/lithium-air-baTery- breakthrough-will.html Kirill Klip Interna,onal Lithium Wentworth 2017
  42. 42. Lithium Supply: Brine and Spodumene. Security of Lithium Supply is Everything. CompeHtors are cuung into the supply lines. Lithium Material Producers are buying into Lithium Miners to Secure Supply. Kirill Klip Interna,onal Lithium Wentworth 2017
  43. 43. SQM – The Lost Paradise. The End of Big 3 – The New Li Big 5. Albemarle, SQM, Ganfeng, Tianqi, FMC. Kirill Klip Interna,onal Lithium Wentworth 2017
  44. 44. ICYMI: “The Second Shock AYer Volkswagen.” “It Is Happening. This Is NOW. (October 2015) Electric Cars Are BeTer Than ICE.” Kirill Klip Interna,onal Lithium Wentworth 2017
  45. 45. AYer The Volkswagen DIEselGate. The End of ICE Age. Tesla is outselling all luxury brands now: Mercedes, BMW and Audi. Kirill Klip Interna,onal Lithium Wentworth 2017
  46. 46. But The Real Electric rEVoluHon Is In China. It took GM 7 years from 2009 to sell 100k of Chevy Volts - BYD sold more than 100k EVs in just 1 year in 2016! There are more than 70 models of Electric Cars on sale in China now. China sells more EVs than Europe and the US combined. Once they are ready – total ban of ICE cars. ICE Age is OVER and OIL is OUT. Empire is GONE. Kirill Klip Interna,onal Lithium Wentworth 2017
  47. 47. Lithium Race: Which Will Be The First Country To Ban Fuel-Burning Cars: Norway, Netherlands, Germany, India or China? Lithium Race: Which Will Be The First Country To Ban Fuel-Burning Cars: Norway, Netherlands, Germany, India or China? Lithium Race: Which Will Be The First Country To Ban Fuel-Burning Cars: Norway, Netherlands, Germany, India or China? hTp://kirillklip.blogspot.co.uk/2016/10/lithium-race-which-will-be-first.html Kirill Klip Interna,onal Lithium Wentworth 2017
  48. 48. InternaHonal Lithium Corp. ILC is acHvely engaging in the invesHgaHon and idenHficaHon of strategic opportuniHes both internally and with select investment consultants. All interested parHes in InternaHonal Lithium’s porjolio of assets and its new business model are invited to contact us directly at InternaHonalLithiumCorp@gmail.com Kirill Klip Interna,onal Lithium Wentworth 2017
  49. 49. InternaHonal Lithium Corp. Entry into the ver,cally integrated lithium business with a giant from China Ganfeng Lithium. Kirill Klip Interna,onal Lithium Wentworth 2017
  50. 50. Lithium Universe Lithium Will Power Us For The Next 50 Years And Then Robots. Thank you. Follow my stream of consciousness @kirillklip and my blog: hTp://kirillklip.blogspot.com Kirill Klip Interna,onal Lithium Wentworth 2017

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