4. 4
American Lithium Corp.
ONE OF THE LARGEST LITHIUM DEVELOPERS IN THE AMERICAS
TLC
Falchani
Macusani
UNITED
STATES
PERU
2 Advanced Staged Lithium Projects: TLC & Falchani
Company Highlights
Operating in Mining-Friendly Tier 1 Jurisdictions: Nevada & Peru
Accomplished Management: Proven Track Record of Wealth Creation
The Worldās 5th Largest Undeveloped Uranium Deposit: Macusani
51.9 Mlbs UāOā Indicated and 72.1 Mlbs UāOā Inferred(2)
One of Worldās Largest Combined Lithium Resource Bases:
6.3 MT LiāCOā MI and 5.5 MT LiāCOā Inferred(1)
Sustainable Business Model: Strong Focus on ESG
Treasury at ~ C$50 M: Strong Support From Major Shareholders
(1) At 400 ppm Li cutoff grade for TLC, and 1000 ppm Li cutoff grade for Falchani
(2) At 75 ppm U cutoff grade
5. ā
2
4
6
8
10
12
14
16
18
ā
$1.00
$2.00
$3.00
$4.00
$5.00
$6.00
$7.00
Jan 21 Feb 21 Mar 21 Apr 21 May 21 Jun 21 Jul 21 Aug 21 Sep 21 Oct 21 Nov 21 Dec 21 Jan 22
Volume
(M)
Price
(C$)
Strong Share Performance & Liquidity
Strong Progress on the Ground and at the Corporate Level
A Transformational Year
ā Large Initial Resource Estimate Announced at TLC in Nevada ā Key Management / Board Changes Adding Strong Technical Expertise
ā Metallurgical Studies Highlight the Prospect of Sustainable Lithium Extraction ā Acquisition of Asset Rich Plateau Energy Metals
ā Baseline Biological Study Completed and Water Rights Secured ā Diversified the Asset Base with Falchani & Macusani in Peru
ā Plan of Operations Filed With Bureau of Land Management ā Upcoming Work Programs Intended to Upgrade and Increase Resources
ā Named to TSX Venture 50 (#1 in Mining) ā Peruvian Judicial Ruling Confirms Title to all 32 Disputed Concessions
ā Raised in excess of C$60 M in Capital ā Plan of Operations Approved, Next Development Phase at TLC Commenced
5
Feb. 09:
Reaches
agreement to
acquire Plateau
Energy Metals Apr. 29: Closed
$15M PP, Simon
Clarke appointed
CEO
Jun. 29:
Obtained 97.4%
lithium extraction
on TLC
Claystones
Oct. 14: Announced
upsizing of previously
announced PP from
$20M to $35M
Jan. 11: Plan of
operations approved.
Next development phase
at TLC commenced.
6. Capitalization
1. Weighted average exercise price of C$0.86 (low of $0.50 and high of $1.10); 2. Shown on a fully diluted basis
Source: Refinitiv, company disclosure
Share Structure
Stock Exchange / Symbol
TSXV: LI
OTCQB: LIACF
Share Price C$3.90
Basic Shares Outstanding 203.1 M
Warrants Outstanding ~32.1 M
Options Outstanding ~10.1 M
Fully Diluted Shares Outstanding ~245.4 M
Market Capitalization C$792 M
Current Cash Balance ~C$55.0 M
Proceeds from ITM Warrants/Options ~C$70.0 M
Major Shareholders
Institutional
- AusBil
- Commodity Capital
- GlobeX
- Primevest
- XIB Asset Management
- NewGen
- MMCap
Management and Board
- Participates in and Supports all Financings
Retail
- 40,000+ Shareholders
Analyst Coverage
Roth Capital Joe Reagor
VSA Capital Oliver OāDonnell
Echelon Capital Michael Mueller
6
7. Proven Leadership Team, Known Company Builders
7
Management
Andrew Bowering | Chairman & Director
ā¢ 30+ years in mining; building multiple teams and operated mineral resource companies.
ā¢ Founder, EVP / Director of Prime Mining; Founder / former Director of Millennial Lithium.
Simon Clarke | CEO & Director
ā¢ 25+ years in mining & energy with focus in battery metals building and growing companies.
ā¢ Founder, CEO / Director of M2 Cobalt; Founder / Director of Osum Oil Sands; Doublestar Resources.
Dr. Laurence Stefan, PhD | COO & Director
ā¢ Founder and Managing Director of Plateau Energy; 30+ years in mining, exploration, development,
processing and marketing.
ā¢ Previously at Gold Fields of South Africa and JCI (Pty) Ltd covering 100 projects on 6 continents.
GA Ben Binninger, MBA, BEng | Independent Director
ā¢ 25+ years in mineral exploration, leading multiple uranium projects from exploration to discovery.
ā¢ Original member of the Falchani discovery team, recent Director at Cameco.
Ted OāConnor, P.Geo, MSc. | Director, Advisor & QP
ā¢ Public markets specialist, 25+ years in mining from exploration to production.
ā¢ Former VP of Belcarra Group, Alio Gold / Timmins Gold, Orko Silver and founding Director, Magna
Gold, VP of Prime Mining
Alex Tsakumis | Independent Director
ā¢ 20+ years in mineral development (lithium, potash and boron) building companies to over billion-dollars.
ā¢ Former CCO for Rio Tinto Borax, CEO of Potash Minerals, Millennial Lithium Advisory Board. Taught
international business at UCLA.
Phillip Gibbs, CA | CFO
ā¢ Extensive experience with listed mining companies operating in Africa and South America.
ā¢ Also serves as CFO of Cobalt BlockChain Inc. and Asante Gold Corporation.
Mike Kobler | GM ā US Operations
ā¢ Founder of American Lithium, 35+ years identifying, acquiring, developing and producing mining coās.
ā¢ Founder and original CEO of Osum, overseeing growth up to $500 M.
Ulises Raul Solis Llapa | GM ā Peru Operations
ā¢ Accomplished mining lawyer and original member of Plateau Energy, has deep relationships with local
communities, regulatory and political authorities.
ā¢ Formerly with Ocana Power, Teck, Andean American, Invicta Gold, and Colibri Group.
Simon Clarke | CEO & Director
Dr. Laurence Stefan, PhD | COO & Director
Graham Ballachey | VP ā Engineering
Board Directors
ā¢ Mechanical Engineer with a strong science background and involvement with entrepreneurship.
ā¢ 2 years experience on TLC Project; 15 years experience in research, manufacturing, energy
optimization, consulting, project management, construction management, and process development.
Debra Struhsacker | Specialist Advisor
ā¢ 30+ years expertise with environmental, public land laws and regulations permitting to mining / minerals.
ā¢ Founder / Director of the Womenās Mining Coalition; certified professional geologist.
8. Environment
ā¢ As a conscientious, progressive mining company, the responsible stewardship of the local
environment where we operate is at the heart of our corporate values.
ā¢ Working to always minimize the environmental impact of our activities.
ā¢ Biological surveys at TLC confirm no protected species or endangered habitat.
ā¢ Retained Minviro to identify and minimize potential environmental impacts.
ā¢ Implemented initiatives to secure water rights and to minimize water loss.
ā¢ Falchani/Macusani PEAs focus on utilizing power/infrastructure with best
environmental footprint.
Social
ā¢ Committed to equality, responsible labour practices, health & safety in our workforce.
ā¢ Valuing what matters most to locals, including the long-term prosperity of the community.
ā¢ Engaging in regular dialogue and consultation with all stakeholders.
Community
ā¢ The creation of well-paying employment.
ā¢ Work closely with all communities related to our projects.
ā¢ Support for community enhancement initiatives.
ā¢ Prioritization for sourcing local goods and services.
ā¢ Regular consultation with the local community and all other stakeholders.
Health and Safety
ā¢ Safety protocols for employees, stakeholders, and the communities in which we operate.
ā¢ Adherence to all relevant COVID 19 protocols.
Environmental, Social, Governance (ESG)
8
Engaged industry leader Onyen Corporation for our ESG reporting platform.
10. 10
Plan of Operations Approved ā Major Drilling Program
Commenced
Plan of Operations Highlights
ā¢ Enables next phase of development/ exploration drilling
ā¢ Public support for EA and PO
ā¢ 5,160-acre Project Area
ā¢ 106.6 acres new disturbance
ā¢ 110 new drill sites
ā¢ 5 bulk sample test pits for off-site metallurgical testing
ā¢ Use existing roads / infrastructure
ā¢ Provides all drilling required for feasibility and beyond
11. TLCās Advantages
10
120
180
240 240 240
1440
0
150
300
450
600
American
Lithium -
TLC
Noram
Ventures -
Clayton
Valley*~
LAC Thacker
Pass
Cypress
Minerals -
Clayton
Valley*
Jindalee -
McDermitt
Hawkstone -
Big Sandy**
Ioneer -
Rhyolite
Ridge^
Minutes
Leach time to >=90% recovery [mins]
11
Simple Lithium Upgrading
ā¢ Gravity separation
upgrades lithium
ā¢ Achieved results up to 1300
ā 2200 ppm
Low Deleterious Elements
ā¢ Low mercury, low arsenic, low
radioactivity (uranium)
ā¢ Low contaminants in waste
material
No Water Issues
ā¢ Entire resource above the
water table
ā¢ No groundwater, runoff, or
watershed issues
ā¢ Water rights secured
Minimal Overburden
ā¢ Lithium mineralization at surface
ā¢ Suitable to conventional mining
methods
Notes: *Only made it to 80% | ~First hour was distilled water only, so 180 minutes total | ^ āResidence timeā | ** Inferred from 85% and 95% recovery
Source: American Lithium Research
Cutoff Volume Tonnes Li Million Tonnes (Mt)
Li (ppm) (Mm^3) (Mt) (ppm) Li Li2CO3 LiOH*H2O
Measured
400 400 680 932 0.63 3.35 3.81
1000 169 287 1256 0.36 1.92 2.18
Indicated
400 251 427 898 0.38 2.02 2.30
1000 95 162 1256 0.20 1.06 1.21
Measured +Indicated
400 651 1107 912 1.01 5.37 6.11
1000 264 449 1247 0.56 2.98 3.39
Inferred
400 213 362 912 0.33 1.76 2.00
1000 84 143 1228 0.18 0.96 1.09
1) Lithium resource estimate was published on 15 April 2020. Measured and Indicated: 5.37m tonnes LCE and Inferred: 1.76m
tonnes LCE. See Technical Reports on Slide 2 for details.
Competitive Market Advantage Fastest Processing Time
Mineral Resources
ā¢ Lithium is weakly bound to the clays
ā¢ Over 90% leach extraction within 10 minutes enables mineralized
material to be converted to lithium compounds within hours
TLC CLAYSTONE UNIQUE CHARACTERISTICS
12. TLC Processing Options
12
Lithium
Hydroxide
Monohydrate
Sulfuric Acid Hydrochloric Acid Roast / Water Leach
Leaching Li Extraction Up to 97.4% Up to 95.1% Initial results up to 89.4%
Leachate Impurities Relatively high Relatively high Relatively low
Tailings Management Long term, potentially
leachable
Long term, potentially
leachable
Simpler, potential for cut
and cover
Other Benefits Sulfuric acid plant
electricity revenue
Potential to regenerate
acid, lowering OPEX
Potentially lower CAPEX
Challenges High CAPEX acid plant
and need for
neutralization (reagents)
High CAPEX acid plant
and need for
neutralization (reagents)
Natural gas pipeline or
other heat source
needed, CO2 mitigation
Beneficiation
Acid Leach or
Roast / Water
Leach
Impurity
Removal
Final Product:
Li2CO3 or
LiOH * H2O
Precipitation
or
Crystallization
13. 13
TLC is an Ideal Project to Respond to the Biden
Administrationās Critical Minerals Supply Chain Directives
āIdentify potential U.S. production and processing locations
for critical minerals: We recommend that federal agencies, led by the
Department of Interior with the support of the White House Office of Science
and Technology Policy,ā¦identify potential sites where critical minerals could
be sustainably and responsibly produced and processed in the United
States while adhering to the highest environmental, labor, community
engagement, and sustainability standards.ā (Page 15)
TLCās favorable location, metallurgy, and environmental
setting represent an exceptional opportunity to develop a
large domestic lithium resource
14. Falchani Lithium Project Overview
SCALABLE, LONG LIFE BATTERY QUALITY LITHIUM CHEMICAL PROJECT IN PERU
14
Asset Location and Concession
PERU
Puno
1. After-tax, average annual at steady state throughput of 3mtpa, based on a selling price of $12,000/t Li2CO3. 2. Inclusive of G&A, Mining, Processing and Tailings Handling. 3. Includes: Includes EPCM, spares, insurances, owners' team, Process Plant Contingency of 11%,
Infrastructure Costs (Road and TSF) inclusive of 15% contingency. 4. Steady State ā battery quality Li2CO3. * See IMPORTANT PEA Cautionary Notes on Slide 2.
Tonnes Grade Contained
(Mt) (ppm Li) (Li MT) (LiāCOā MT)
Indicated* 60.9 2,954 0.2 1.0
Inferred* 260.1 2,706 0.7 3.8
Robust Economics
āŖ NPV8: US$1.5 Billion, IRR 19.7% and 4.7 years payback
āŖ Large Scale: 23,000tpa Li2CO3 Y1-Y7, 44,000tpa Y8-Y12, 85,000tpa Y13-33
āŖ High Cash Flow: US$8,977M LOM, US$430M average annually.
āŖ Low CapEx: US$587M initial capital
āŖ Scalable 33-year mine life producing battery-grade lithium carbonate
āŖ Estimated to be the 6th largest hard rock lithium deposit globally
āŖ Biproducts Cesium, sulphate of potash (āSOPā), offer potential for strong additional
revenue streams
āŖ Initial CapEx reduction by re-scoping for phased expansion approach
āŖ Infill / expansion drilling to reclassify and expand resource
Optimization Opportunities
āŖ Strong local community support and involvement
āŖ Close to Two Oceans highway, hydro-electric power supply, abundant water and
available labour
Excellent Infrastructure
āŖ Expansion drilling to test new areas
āŖ Expand and upgrade existing resource
Path to Production
Highlights
15. Falchani Lithium Project Overview
JUDICIAL RULING RESTORES OCACASA 4āS 32 CONCESSIONS - POSITIVE EFFECT ON ECONOMICS
15
1. After-tax, average annual at steady state throughput of 3mtpa, based on a selling price of $12,000/t Li2CO3. 2. Inclusive of G&A, Mining, Processing and Tailings Handling. 3. Includes: Includes EPCM, spares, insurances, owners' team, Process Plant Contingency of 11%,
Infrastructure Costs (Road and TSF) inclusive of 15% contingency. 4. Steady State ā battery quality Li2CO3. * See IMPORTANT PEA Cautionary Notes on Slide 2.
Stage 1 Project: Base Case Highlights
US$1.5
billion
NPV(8%)1
19.7% 4.7 Years US$8,977M
LOM
OPEX2
US$587M 33 years Production
Payback1
undiscounted
Initial CAPEX3
Mine Life Battery Grade4
IRR, after-tax 1
US$430M
average annual LOM
US$3,958
per tonne
Cash Flow1
after-tax
44,000tpa LiāCOā
Y8-Y12
23,000tpa LiāCOā
Y1-Y7
85,000tpa LiāCOā
Y13-Y33
Stage 1 Project: Alternate Case Highlights
US$844M
NPV(8%)1
18.8% 4.6 Years US$3,418M
LOM
OPEX2
US$587M 26 years Production
Payback1
undiscounted
Initial CAPEX3
Mine Life Battery Grade4
IRR, after-tax 1
US$198M
average annual LOM
US$4,333
per tonne
Cash Flow1
after-tax
41,000tpa LiāCOā
Y8-Y26
23,000tpa LiāCOā
Y1-Y7
16. Asset Benchmarking ā 2025E
LOW SECOND QUARTILE COSTS (TOTAL COST BASIS)
16
Source: Benchmark Mineral Intelligence, See IMPORTANT PEA Cautionary Notes on Slide 2.
Falchani
4,333
3,958
Falchani
Base Case
Alternate Case
BC
AC
17. Flowsheet Overview
CONVENTIONAL PROCESSING & PRECIPITATION
17
āŖ Extensive metallurgy and process
engineering work supports
conventional sulfuric acid tank
leaching
āŖ Crystallization demonstrated low
impurity, battery quality Li2Co3
(99.74%+)
āŖ Lithium-rich sulfate solution offers
lithium chemical end-product
flexibility & SOP-Cesium by-
product potential
Tank Leach Process Flowsheet Highlights
18. Macusani Uranium Project Overview
LOW COST, LOW CAPITAL INTENSITY, FLEXIBLE URANIUM DEVELOPMENT PROJECT
18
PEA Highlights
Location and Mineral Resource
PERU
Puno
Strong Project Economics1, 2
āŖ NPV8: US$603M, IRR 40.6% and 1.8 years payback at US$50/lb UāOā
āŖ Large Scale. Avg. production ~6Mlbs UāOā / yr over a 10-year mine life
āŖ PEA Mine Plan Resource: ~68.8Mlbs UāOā at 289ppm (55% of existing resource)
āŖ Low Cost: US$17/lb LoM cash cost and ~US$18/lb AISC5
āŖ Low CapEx: ~US$300M initial capital
āŖ NOTE: ~30% of Total Mineral Resources are impacted by Concessions Issue
āŖ Ability to pre-concentrate / upgrade more than doubles uranium grades
āŖ Enables incorporation of additional resources into mine plan and strengthens
already robust economics
āŖ Tank leaching for increased recoveries
āŖ Initial capex reduction by re-scoping to phased expansion approach
Optimization Opportunities
āŖ 5 near surface deposits included in the PEA mine plan with low LOM strip ratio
āŖ Porous volcanic host rock allows for rapid leach and low acid consumption
Near Surface + Leach Kinetics
75ppm Cut-Off1 Tonnes Grade Contained lbs
(Mt) (ppm UāOā) (Mlbs UāOā)
Indicated3 95.2 248 51.9
Inferred4 130.0 251 72.1
1. See IMPORTANT Cautionary Notes on slide 2 and 3; 2. Using US$50/lb uranium price; 3. At an average grade of 248ppm (75ppm U cut off); 4. At an average grade of 251ppm (75ppm U cut off); 5 Non-IFRS reporting measure.
*Refer to the "Macusani Project, Macusani, Peru, NI 43-101 Report ā Preliminary Economic Assessmentā as detailed on slide 2..
āŖ Align existing Peruvian Radioactive Export/Transport rules with IAEA for U3O8
Path to Production
19. BUILDING ADDITIONAL VALUE THROUGH THE DRILL-BIT
19
Aggressive Exploration & Development
ā¢ Exploration drilling on 2 new drill āready-targetā areas near Falchani
ā¢ Infill & expansion drilling at Falchani to expand existing resource
and upgrade existing resource categories
ā¢ Updating Falchani PEA for SOP, Cesium and other by-products
ā¢ Expansion drilling at Macusani to expand existing resource
ā¢ Updating Macusani PEA to incorporate upgrading/tank leach option
PERU
ā¢ Ongoing metallurgical work to finalize flow-sheet at TLC
ā¢ Initial exploration drilling of newly acquired ground
ā¢ Infill and expansion drilling at TLC to expand and upgrade resource
ā¢ Complete PEA
NEVADA
20. $92 $93 $96 $109 $215 $221 $237 $240 $245
$622 $694 $707 $701
$1,177
$1,479
$1,655
$2,363 $2,417
Bearing
Lithium
Corp
American
Lithium
Corp.
Critical
Elements
Lithium
Corporation
Lithium
Power
International
Ltd.
Millennial
Lithium
Corp.
Neo
Lithium
Corp.
Firefinch
Limited
Lake
Resources
N.L.
AVZ
Minerals
Ltd.
European
Lithium
Ltd.
Liontown
Resources
Limited
Lithium
Americas
Corp.
Sigma
Lithium
Corporation
Frontier
Lithium
Inc.
Sayona
Mining
Ltd.
Piedmont
Lithium
Pilbara
Minerals
Limited
Rock
Teck
Lithium
166 258 364 431 463 597 734 960 1,381 1,612 2,389
4,259 4,350
5,370 5,982 6,330
8,837
11,000
Georgia
Lake
Keliber
Bald
Hill
Authier
Pakeagama
Lake
Piedmont
Rose
Falchani
Whabouchi
Sigma
Goulamina
Pilgangoora
Kathleen
Valley
TLC
Thacker
Pass
American
Lithium
Greenbushes
Manono
BEST IN CLASS PORTFOLIO
20
M&I Resource (KT LCE) vs. Global Hard Rock & Sedimentary Lithium Deposits
Source: FactSet, company public filings
Lithium Developer EV/ M&I LCE (C$/T)
American Lithium portfolio is positioned well in
terms of scale vs. global projects
American Lithium presents
a significant value
opportunity for investors
Pro-Forma Positioning
Peer Average: C$781/T
21. $41 $102 $160 $242
$563 $439 $502 $640 $792 $813 $948
$1,081 $1,121 $1,170
$2,750
$3,056
$4,712
$10,040
Bearing
Lithium
Corp
Critical
Elements
Lithium
Corporation
European
Lithium
Ltd.
Lithium
Power
International
Ltd.
Frontier
Lithium
Inc.
Rock
Tech
Lithium
Millennial
Lithium
Corp.
Firefinch
Limited
American
Lithium
Corp.
Sayona
Mining
Ltd.
Neo
Lithium
Corp.
Lake
Resources
Piedmont
Lithium
Sigma
Lithium
Corporation
AVZ
Minerals
Ltd.
Liontown
Resources
Limited
Lithium
Americas
Corp.
Pilbara
Minerals
Limited
STRONG VALUE PROPOSITION
21
Market Capitalization (C$M) vs. Global Lithium Developers
Source: FactSet, company public filings
Significant player in the lithium
developer universe
Pro-Forma Positioning
Peer Average: C$1,621M
22. Strong Fundamentals Going Forward
ā¢ Two of the largest global lithium development projects
ā¢ Combined resources of 6.3MT LCE Measured & Indicated and 5.5MT LCE Inferred
ā¢ Both with access to existing and favorable infrastructure
ā¢ Substantial exploration upside
ā¢ Creating opportunities for lower operating costs and development capital
ā¢ Depth of management, each with 30+ years experience in extractive industries
ā¢ Proven history of returning value to shareholders
ā¢ Simon Clarke was a Founder of M2 Cobalt and was critical in sale to Jervois Mining
ā¢ Dr. Laurence Stefan has taken Falchani to ābattery gradeā Lithium Carbonate
ā¢ Andrew Bowering founded Millennial Lithium (CATL to purchase for C$377M)
ā¢ Input into high growth sectors (electric vehicles, renewables, robotics)
ā¢ Considered one of the metals positively impacted by technology supercycle
ā¢ Demand expected to increase by more than 5X by 2030(2)
ā¢ Planned battery factories in USA will require ~ 150,000 tonnes of LCE per year(3)
ā¢ Significant initiatives to develop domestic supply
ā¢ Located in Nevada, USA close to Tesla Gigafactory, and mining friendly Peru
ā¢ Mining responsible jurisdictions with strong support for resource development
ā¢ US government supports domestic lithium projects as a key ācritical mineralā
ā¢ Potential for TLC to be fast tracked
ā¢ Peru ranked 2nd best āemergingā market with greatest macroeconomic strength(1)
World-Class, Scalable Assets Dedicated Management Team
Enviable Locations Lithium Demand Set to Increase
22
Near Term Milestones ā Advancing Towards Production
TLC:
ā¢ Plan of Operations approved
ā¢ Development drilling Commenced
ā¢ Expand / high-grade Resource
ā¢ PEA / Feasibility
Falchani:
ā¢ Expansion drilling to test new areas
ā¢ Expand / upgrade existing resource
ā¢ PEA update with by-products
ā¢ Feasibility Study H2 2022
(1) Bank of America
(2) Source: Benchmark Mineral Intelligence Lithium Forecast Q4 2020
(3) Source: https://www.ioneer.com/rhyolite-ridge/strategic-location
Uranium Poised for Recovery
ā¢ Optionality provided by large-scale advanced uranium project with robust economics
ā¢ Additional drilling to expand resource
ā¢ PEA update for pre-concentration / resource drilling
ā¢ Project will be maximized for benefit of all shareholders
23. Cells 6% 10% 73%
Lithium Supply Chain is Dominated by China
23
Source: Benchmark Mineral Intelligence
1 Flake Graphite Feedstock, All Anode Nature & Synthetic
Stage One: Mining
Mining
Global share of production (%) in 2019
Nickel 8% 0% 31%
Cobalt 0% 0% 1%
Graphite1
1% 0% 65%
Lithium 0% 1% 9%
Manganese 0% 0% 6%
Stage Two: Chemical Processing/Refining
Nickel 13% 1% 65%
Cobalt 17% 0% 82%
Graphite1
0% 0% 100%
Lithium 0% 4% 59%
Manganese 7% 0% 93%
Chemical
Processing
Cathode
Production
Stage Three: Cathode or Anode Production
Cathode 0% 0% 61%
Anode1
0% 0% 83%
Cell
Manufacturing
Stage Four: Li Battery Cell Manufacturing
Application
25. Electric Vehicles
ā¢ LCE per vehicle battery: 10-63kg.
ā¢ The global EV market is expected to
grow at 22.5% from 2021-2030 to
$1.32tn.
Advanced Robotics
It is predicted that the market for
industrial and non-industrial robots will
grow from $132bn in 2021 to $209bn by
2025.
Renewables
Renewables are growing and are
expected to expand by 50% in the next
five years with solar PV leading the
way.
IT
ā¢ LCE per laptop: 50-100grams.
ā¢ The electronic devices market is
growing at 1.9% by revenue and 4%
by demand.
ā¢ By 2023, the electronic devices
market is expected to rise to
$29.5bn/52.1GWh.
Why Lithium?
WE ARE IN A TECHNOLOGY āSUPER CYCLE;ā LITHIUM IS ONE OF THE METALS MOST
IMPACTED BY EMERGING TECHNOLOGIES
Lithium is critical to these key booming
markets, amongst othersā¦
Source: MIT, ITA, Core Consultantsā Research
Minerals Most Likely Impacted by Emerging Technologies
25
27. American Lithiumās TLC project can supply the critically
required domestic lithium in an environmentally and
economically sustainable way.
Government Has
Declared US
Battery
Independence
THE SUPPLY CHAIN STARTS WITH OWNING
AND DEVELOPING LITHIUM-ION BATTERY
RAW MATERIALS IN AMERICA
27