International Lithium At Wentworth 2016 Presentation. Back into the future. Lithium. The world before the INTERNET.

1. Back Into The Future
Lithium
Kirill Klip Interna,onal Lithium
Wentworth 2016

2. Back Into The Future
The World Just Before The INTERNET
Kirill Klip Interna,onal Lithium
Wentworth 2016

3. Benchmark: The End Of The Beginning.
Interna:onal Agency for Research on Cancer
World Health Organiza:on 2012.
IARC: Diesel Engine Exhaust Carcinogenic.
Kirill Klip Interna,onal Lithium
Wentworth 2016

4. Elon Musk: “All Cars Will Be Electric.”
Warren BuffeM: “In 20 years, all cars on the road
will be electric.” November 29, 2009.
Kirill Klip Interna,onal Lithium
Wentworth 2016

5. Energy
We are just before the INTERNET
Centrally produced
Controlled
Kirill Klip Interna,onal Lithium
Wentworth 2016

6. The Miracle
BoJled Electricity
BaJeries
Kirill Klip Interna,onal Lithium
Wentworth 2016

7. Energy rEVolu,on
Now we can STORE Energy and USE it
when we want it
Distributed with Solar And Wind
Kirill Klip Interna,onal Lithium
Wentworth 2016

8. This Magic Device Is Called
An Electric Car
Lithium Technology
Cheaper lithium baJeries change
everything
Kirill Klip Interna,onal Lithium
Wentworth 2016

9. LITHIUM
The magic metal at the very heart of
this rEVolu,on
Kirill Klip Interna,onal Lithium
Wentworth 2016

10. 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 BaJery Cost
• 25 years in the field aer decades and $$$
Billions in R&D
• Watch the best video:
hJp://kirillklip.blogspot.co.uk/2015/11/lithium-air-
baJery-breakthrough-will.html
Kirill Klip Interna,onal Lithium
Wentworth 2016

11. Lithium Catalyst: from 2 to 7,000
Tesla Model S 90 – More Than 7,000 Li BaMeries
Your farther with remote control - 2 baMeries.
Kirill Klip Interna,onal Lithium
Wentworth 2016

12. How it’s started.
Lithium-ion BaJery commercialized by SONY in 1991.
Walkman
Kirill Klip Interna,onal Lithium
Wentworth 2016

13. Do you remember Nokia?
With Fossil Fuels we have diminishing return on Energy Invested.
Shale “revolu,on” - another Subprime Bubble.
Energy Storage is Lithium Technology with prices going down every year.
Kirill Klip Interna,onal Lithium
Wentworth 2016

14. Power Tools NCA Li Chemistry – Like Tesla.
Aer 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 2016

15. We need a lot of baMeries.
World goes MOBILE.
Sun is always there to CHARGE our baJeries.
Kirill Klip Interna,onal Lithium
Wentworth 2016

16. Lithium BaMeries
Communica:on – Already happened.
Electric Cars – Already happening.
Energy And U:lity – The New Fron:er.
Kirill Klip Interna,onal Lithium
Wentworth 2016

17. Apple iCar – Can change EV market overnight.
Tesla Model 3 - $35k for 200 Miles Unveiled March 2016.
GM Bolt – $37k for 200 Miles Fall 2016 produc:on.
Nissan Leaf - $?? For 500 km ?? BMW i3 new baMery.
Kirill Klip Interna,onal Lithium
Wentworth 2016

18. Tesla Model 3 - 400,000 reserva:ons in a month!
Analysts were specula,ng when reserva,ons can reach 100,000
People are ready to buy the best electric cars
Elon Musk: “Best product launch ever in the history“
Kirill Klip Interna,onal Lithium
Wentworth 2016

19. Tesla Model 3 launch – Lithium 2.0
Lithium 1.0 – NO GOOD electric cars. GM sold 7k instead of 10k in 2010
Lithium 2.0 – Great Electric Cars are here.
Tesla can make lithium baJery with all-in cost of 190/kWh!
Kirill Klip Interna,onal Lithium
Wentworth 2016

20. NEXT – Mass Market For EVs 20/200
$20k buys you BMW 2 series with 200 miles range.
Now Tesla’s 50 kWh Lithium BaJery cost is $9.5k, down from $17k.
Lithium BaJery is 1/3 of EV cost.
Kirill Klip Interna,onal Lithium
Wentworth 2016

21. 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 2016

22. NEXT – Energy Genera:on and U:lity Storage.
It will be LARGER than EVs for Lithium Technology market.
SOLAR is growing exponen:ally.
Kirill Klip Interna,onal Lithium
Wentworth 2016

23. Lithium Technology And Energy rEVolu:on
How Much Land Would It Take To Power The En:re USA With Solar
Energy?
Kirill Klip Interna,onal Lithium
Wentworth 2016

24. Warren BuffeM Bought Record Low Solar 3.87 c/kW,
2.99 c/kW Solar system in Dubai.
Solid State Lithium BaMery – Gigafactory?
$100 per kWh of Lithium BaMery.
Tesla Model 3 BaMery – $5k, Cost of Lithium is below 3%.
Kirill Klip Interna,onal Lithium
Wentworth 2016

25. Lithium Supply Chain.
Lithium is for BaJeries, like SUGAR for Coca-Cola.
Ver,cally Integrated Lithium Business.
Interna,onal Lithium and Ganfeng Lithium - $4.5 Billion MC one of the New Big
Five.
Kirill Klip Interna,onal Lithium
Wentworth 2016

26. Tesla Gigafactory – Largest Facility In The World.
$5 Billion investment by Tesla & Panasonic.
Mass Produc:on 500k EVs/year
Holy Grail for EVs - $100/kWh
Kirill Klip Interna,onal Lithium
Wentworth 2016

27. Not Only Tesla Gigafactory – Lithium Megafactories.
LCE 771 T / GWh
70,000 T – 45% of 2015 Lithium Supply.
Kirill Klip Interna,onal Lithium
Wentworth 2016

28. Now 3 Trillion Industries Are Inves:ng In Li BaMeries.
Communica:ons.
Electric Cars.
Energy and U:lity.
Kirill Klip Interna,onal Lithium
Wentworth 2016

29. Lithium BaMery.
Kirill Klip Interna,onal Lithium
Wentworth 2016

30. Future: Lithium Solid State and Lithium-Air.
Watch that video!
hMp://kirillklip.blogspot.co.uk/2015/11/lithium-air-baMery-
breakthrough-will.html
Kirill Klip Interna,onal Lithium
Wentworth 2016

31. Lithium Supply: Brine and Spodumene.
Tianqi Controls Talison. Ganfeng buys from them, Prices are going up
20% in 2016.
Kirill Klip Interna,onal Lithium
Wentworth 2016

32. Lithium prices in China more than tripled.
It is happening even before Gigafactory and Megafactories.
What will happen if the price is not coming back?
Price is not important – availability of supply takes central stage.
Kirill Klip Interna,onal Lithium
Wentworth 2016

33. SQM – The Lost Paradise.
The End of Big 3 – The New Li Big 5.
Albemarle, SQM, FMC, Ganfeng, Tianqi
Kirill Klip Interna,onal Lithium
Wentworth 2016

34. Lithium Demand Is Up Even Before Gigafactory.
And SUPPLY is lagging - Joe Lowry: “Over the past five years capacity
addi,ons of approximately 80K MT were expected … only about 18K MT
of the an,cipated 80K MT is currently in produc,on.”
Kirill Klip Interna,onal Lithium
Wentworth 2016

35. Remember? Ganfeng raised prices twice in October
2015 to the record of $11,049/t.
Tianqi has told analysts in China that Talison will raise
Lithium spodumene by 20% in 2016.
Kirill Klip Interna,onal Lithium
Wentworth 2016

36. Joe Lowry es:mated in 2015 Lithium demand to grow
88% in 5 years :me.
Ganfeng Lithium supplies Panasonic, BYD and LG Chem.
Sep 21st 2015 AGM: “Our main concern is the security of lithium
supply.”
Kirill Klip Interna,onal Lithium
Wentworth 2016

37. Ganfeng has hit All-Time-High at $4.5 Billion MC
Ganfeng has established $170 M credit line in 2015 for expansion of
lithium produc:on facili:es, investment into lithium mobile baMeries
and developing raw materials supply chain.
Kirill Klip Interna,onal Lithium
Wentworth 2016

38. The Second Shock Aner Volkswagen.
It Is Happening. This Is NOW. (October 2015)
Electric Cars Are BeMer Than ICE.
Kirill Klip Interna,onal Lithium
Wentworth 2016

39. DieselGate: All ICE Cars can’t comply with emissions.
Tesla Model S has now outsold Mercedes S in Western Europe in 2015!
Kirill Klip Interna,onal Lithium
Wentworth 2016

40. Lithium Will Power Us The Next 50 Years. Than Robots.
Kirill Klip Interna,onal Lithium
Wentworth 2016

41. ILC’s 5th IPO Anniversary
Mr Kirill Klip, President, Interna:onal Lithium Corp. comments: "We are very
pleased to celebrate ILC's 5th IPO anniversary by advancing Mariana Lithium
Brine project In Argen:na further into resource es:ma:on stage with our
strategic partner Ganfeng Lithium from China."
Kirill Klip Interna,onal Lithium
Wentworth 2016

42. Lithium Universe
Lithium Will Power Us For The Next 50 Years, Than Robots.
Follow Kirill Klip blog:
hMp://kirillklip.blogspot.com
Kirill Klip Interna,onal Lithium
Wentworth 2016