4. Global X ASX Investor Day 2022

1. Good Things Come in Threes
Blair Hannon – Head of Investment Strategy
3 ideas, 3 slides each in 3(0) minutes

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G O O D T H I N G S C O M E I N T H R E E S
What does Back to The Future have to do with Investing?
1. What Comes Next?
Its very hard to forecast/predict the future
2. But…To Invest is to Predict
Three themes about what comes next, that matter
3. One or All
Invest in stocks or the broader theme

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G O O D T H I N G S C O M E I N T H R E E ’ S
The S-Curve Can Help

4. © Global X Management (AUS) Limited
Confidential | All numbers are approximate
Future of Mobility
Electric vehicle (EV) sales are reaching an inflection point as consumers, auto
manufacturers, and governments accelerate the shift away from petrol
power.
An expected shift to cheaper, more robust lithium-iron batteries are expected to
help EVs reach the mass market
However, auto manufacturers and governments must pay attention to supply
chain risks, as delayed investment in lithium mining and processing could pose
risks to widespread EV adoption.

5. 5
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F U T U R E O F M O B I L I T Y
Exploring the Electric Mobility Landscape
Sources: 1. Benchmark Mineral Intelligence, 2021 2. Rho Motion, 2021

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F U T U R E O F M O B I L I T Y
Investing in Thematic Disruption
Source: Albemarle, Bloomberg NEF.
Lithium is the world’s lightest metal and is dubbed “white petroleum” due to its common usage in state-of-the-art batteries.
AS ELECTRIC VEHICLE (EV) SALES GROW, THE DEMAND FOR LITHIUM AND BATTERIES COULD INCREASE
Source: IEA, May 2022. *Forecast
GLOBAL BATTERY ELECTRIC VEHICLE (BEV) CAR SALES (#, MILLIONS)
0
5
10
15
20
25
2020 2021 2025* 2030*
Millions
China Europe Rest of the World United States

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Confidential | All numbers are approximate
Despite advancing battery technologies and improving charging infrastructure, an undersupply of lithium could slow EV adoption.
Sources: Bandy, et al., 2021; Benchmark Mineral Intelligence, 2021
100,000
0
-100,000
-200,000
-300,000
-400,000
-500,000
-600,000
-700,000
-800,000
-900,000
-1,000,000
-1,100,000
-1,200,000
-1,300,000
-1,400,000
2020 2021* 2022* 2026* 2027* 2028* 2029* 2030*
Metric
Tons
per
annum
of
Litihium
Carbonate
Equivalent
(LCE)
Lithium Surplus / Deficit
2023* 2024* 2025*
But underinvestment in lithium mining could pose risks to OEMs’ ambitious EV goals. We expect a
lithium deficit in 2022, with conditions worsening over the next several years.
New lithium mining operations
can take 3-5 years to
complete, making 2025’s
forecasted undersupply an
issue that needs immediate
attention
Lithium Supply / Demand Imbalance Poses Risks to Electric Vehicle Adoption
F U T U R E O F M O B I L I T Y

8. Decarbonisation
Planet Earth’s climate is changing for the worse.
Yet, just as human activity has created the climate predicament, human
innovation could solve it.
Decarbonisation is one of the most pressing, globally shared objectives of the
21st century. It can put us on a path that limits warming and reduces its impacts.
Transitioning to clean energy sources and adopting clean technologies would
make this path a reality.
77

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D E C A R B O N I S AT I O N
Minerals used in clean energy technologies compared to other power generation sources
Sources: Source: IEA. Data as of August 2021.
0 2000 4000 6000 8000 10000 12000 14000 16000 18000
Offshore wind
Onshore wind
Solar PV
Nuclear
Coal
Natural gas
kg/MW
Copper Nickel Manganese Cobalt Chromium Molybdenum Zinc Rare earths Silicon Others

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D E C A R B O N I S AT I O N
The Shift to Renewables starts now
Source: 1. IEA, The Role of Critical Minerals in Clean Energy Transitions, May 2021.
2020 2030* 2040*
Revenue from disruptive materials revenue could increase 5x by 2040, reaching over $250 billion
While mining coal revenues decline by 59%. 1
Source: IEA, May 2021. *Forecasts
$431
$294
$175
$-
$50
$100
$150
$200
$250
$300
$350
$400
$450
In
Billions
Mining Revenue
Coal Copper Lithium Nickel Cobalt Graphite Manganese Rare earth elements
$41
$159
$261

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D E C A R B O N I S AT I O N
Renewables – The shift has begun
2010
20%
2020
29%
2030
61%
2050
88%
15%
30%
45%
60%
75%
90%
Historical Share (%)
RENEWABLES’ SHARE OF GLOBAL POWER MIX (%)
Must reach 88% by 2050 to
limit to warming to 1.5 °C
Sources: International Energy Agency, 2021a, 2021b, 2021c, 2020, 2019
2010 2020 2030 2040 2050
“Renewables’ cost of
electricity to build and
operate a source
plunged over the past
decade, making
renewable power
cheaper than fossil
fuel power.”
European Energy Crisis Impact

12. Robotics &
Artificial Intelligence
Robots and artificial intelligence (AI) algorithms are becoming smarter and
more capable than ever before.
At the same time, weakened supply chains, rising wages, labor shortages,
have created greater demand for automation technology.
As robot and AI adoption grows, we are likely to see productivity surge, the
costs of services fall, and the very nature of work drastically change.

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R O B O T I C S & A I
Investing in Thematic Disruption
Sources: 1. Global X calculation based on Mordor Intelligence, Research and Markets, 360 Research Reports, & Expert Market Research 2021 reports.; 2. Precedence Research,
“”Artificial Intelligence Market Size to Surpass Around US$ 1,597.1 Bn By 2030,” April 2022. Note: See appendix for more information on sources.
$250B
$510B
2020
2026*
Robotics encompasses the creation, design, and application of programmable machines that can perform tasks and
interact with their environments without or alongside humans.
Artificial intelligence (AI) refers to computer systems that can work, react, and learn like humans to autonomously perform
tasks that involve decision making, visual perception, and speech recognition.
Source: Mordor Intelligence, July 2021.; Research and Markets, February & June 2021.; 360 Research Reports, March 2021.; Expert Market Research, February 2021 & December 2020. *Forecast
Source: Precedence Research, April 2022. *Forecast
ROBOTICS MARKET ($B)
AI MARKET ($B)
$87B
$1,597B
2021
2030*

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R O B O T I C S & A I
Next Frontiers
Smart Robot Market:
$16b+ by 2025
Industrial Automation
Market:
$352b by 2024
Number of 5G Users:
1 billion by 2023
Computer Vision Market:
$19b+ by 2025
Healthcare AI
Markets:
45% growth just in
2022-23
Source: Grand View Research, Transparency Market Research, TechRepublic, Market Insights, Forbes, 2020

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R O B O T I C S & A I
Robotics & AI: How 5G and AI can work together
“The global market for 5G in
cloud robotics is expected to
grow at a 79.2% compound
annual growth rate to reach
$10.6 billion by 2028”

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Back to The Future…. S-Curve
Innovators
Early Adopters Late Majority Laggards
1. By 2030, EVs could achieve a 36% penetration rate, representing a $1.4 trillion opportunity.
2. We expect the industrial robotics market to reach $37 billion in sales by 2030, more than doubling in size from 2020.
3. Shift to Renewables will see Copper, for example, may be in deficit by the end of the decade – Mike Henry, CEO BHP
Early Majority
Innovators
Electric Vehicles
AI
Robotics
Renewable Energy
2030

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D I S C L A I M E R
Notice to Residents of Australia
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