Kirill Klip GEM Royalty TNR Gold Lithium Presentation December 2020

Back Into The Future
Lithium Will Power Us For The Next 50 Years
And Then Robots
Kirill Klip GEM Royalty TNR Gold
Lithium December 2020
1

Energy rEVolution
The World Just Before The INTERNET
The future is already here, not everybody can see it yet.
Technology to stop burning oil is here and it is beautiful.
2

Back Into The Future
The future is already here, not everybody can see it yet, but
megatrends are manifesting themselves. rEVolution.
3

The Green Energy Metals Royalty Co.
TNR Gold Corp.
4

Legal Disclaimer
All information about Ganfeng Lithium and International
Lithium Corp. presented using publicly available data.
5

Legal Disclaimer For The US
Please read legal disclaimers. There is no investment advice in this
presentation. Always consult your qualified financial adviser.
6

Clean Air
7

DIEselGate
8

Electric Cars: Safety & Personal Freedom
Electric Cars provide health safety, personal freedom
and reduce carbon footprint.
9

Electric Cars Are Cleaner Than ICE
By 2019, lifecycle EV emissions were around 3 times
lower than ICE conventional car.
10

Lifecycle greenhouse gas emissions: ICE conventional
vs. Tesla (US battery).
11

Tesla Model 3 lifetime emissions are 65% less than
Mercedes C class.
12

Energy rEVolution
“Maximum Plaid” of Tesla Roadster: Elon Musk has
demonstrated the potential of Electric Cars.
13

Oil Used To Be Very Big
Oil was still very big in 2019, but thanks to rEVolution
Energy Security was not only about oil anymore.
14

Energy rEVolution
The future is already here, not everybody can see it yet.
Technology to stop burning oil is here and it is beautiful.
15

Oil Used To Be Very Big
Tesla’s market cap overtakes Exxon in June 2020.
16

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 Anymore.
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.
17

Tesla Model S
Before we had the best Electric Cars & affordable EVs.
18

Tesla Model 3
Before we had the best Electric Cars & affordable EVs. Now
we have the first best & more affordable Electric Car.
19

The End Of The ICE Age
Tesla Model S was an earthquake, followed by tsunami
of Model 3. Model Y will end The ICE Age.
20

The End Of The ICE Age
Tesla Model S was an earthquake, followed by tsunami
of Model 3. Model Y will end The ICE Age. On the roads.
21

Tesla’s Unfathomable Launch
Elon Musk promised to ramp up Model 3 to 10k a week
and build 500k of all models in 2018.
22

Tesla 2018
Tesla becomes “Real Car Company”.
23

Tesla 2020
Tesla Vehicles Deliveries Q3 2020.
24

Tesla Best-Selling Luxury Car
Tesla Model 3 was America’s best-selling small and
midsize luxury car in Q1 2020.
25

Tesla Best-Selling Luxury Cars
U.S. luxury vehicles sales.
26

All Legacy Autos Are Behind
The pandemic crisis hit legacy autos drowning in debt very
hard, they are not EV ready.
27

Tesla Semi
Tesla Semi is testing new limits for Electric Cars
technology.
28

Cheaper Lithium Batteries Change
Everything
Advanced materials are the base of Energy rEVolution.
29

Total Cost Of Ownership Is lower
With EVs
CleanTechnica: Large auto leasing company - Electric
Cars have mostly lower total cost In Europe.
30

Maintenance Is lower With EVs
CleanTechnica: Electric Cars repair and maintenance
cost is 50% lower than ICE cars.
31

EV & ICE Car Cost Parity
We are closing on EV & ICE car cost parity.
32

33

34

Tesla Battery Day
Tesla: We are closing on EV & ICE car cost parity.
35

Tesla: We are closing on EV & ICE car cost parity.
36

Mass Volume Production
Lithium batteries mass volume production is getting
ready for mass market for electric vehicles.
37

Tesla Ahead Of The Curve
Catalyst: Elon Musk talks about lithium cells cost below
$100 per kWh and for battery packs in 2020.
38

Tesla Ahead Of The Curve
Tesla Catalyst: Elon Musk talks about lithium cells cost
below $100 per kWh and for battery packs in 2020.
39

Mass Volume Production
Lithium batteries mass volume production
$100/kWh Tipping Point.
40

Tesla Energy rEVolution
Tesla’s contribution.
41

Electric Cars are coming much faster than a lot of
people are anticipating it.
42

Electric Cars are coming much faster than a lot of
people are anticipating it.
43

The Switch: Mass Market For EVs
Now all automakers are rushing to catch up with Tesla.
44

Now all automakers are rushing to catch up with Tesla.
45

World’s Top 10 EVs Manufacturers
Tesla is leading world’s top EVs manufacturers. China’s
BYD, BAIC and SAIC take next 3 places.
46

World’s Top 10 Selling EVs
Tesla Model 3 is leading world’s top Electric Car sales
by a huge margin.
47

World’s Top 10 Selling EVs
Tesla Model 3 is leading world’s top Electric Car sales
by a huge margin.
48

The Switch: The End Of The ICE Age
China’s ICE engines passenger vehicles sales
collapsed.
49

The Switch Flipped
Electric Cars are forecast to account for all the growth
in passenger vehicles sales from 2023.
50

Mercedes Kills ICE Engines
Daimler stops developing new generations of ICE
engines and will concentrate on electric powertrains.
51

The Switch Flipped
Global sales of traditional fuel-powered cars and trucks
may have already peaked.
52

The Switch Flipped
EV sales to grow on price parity, new models.
53

Electric Surge
DIEsel is being eclipsed by Electric Cars in Europe.
54

Global Electric Vehicles Sales
Cumulative global passenger EV sales - 4 million sold
by 2018, 5 million sold by 2019.
55

The Time To Sell A Million EVs
The time to sell a million EVs is shortening.
56

Global Electric Cars Sales
Electric Cars sales growth worldwide was affected by
slowing China due to NEV policy changes in 2019.
57

Electric Cars sales are growing.
58

Electric Cars sales are growing.
59

Global Electric Vehicles Fleet
Cumulative global passenger EV sales – 4M sold by
2018, 5M sold by 2019, 8M sold by 2020.
60

Electric Cars Sales USA
Cumulative Electric Cars sales December 2010 - August
2020.
61

U.S. Electric Cars Sales
U.S. EV share of new vehicles sales.
62

Norway Electric Cars Sales
Electric Cars sales in Norway.
63

U.S. Electric Cars Sales
2021 U.S. EV sales to increase 70% over 2020.
64

BNEF EV Outlook 2020
BNEF: 500 EV models will be available globally by 2022.
65

BNEF: As EV sales spread to new markets they are
projected to jump to 54 million by 2040.
66

EV Share Of New Car Sales
BNEF: EV share of new car sales is projected to grow to
58% by 2040.
67

Global EV Fleet
BNEF: Global EV fleet is projected to reach 116 million
by 2030.
68

Global annual passenger vehicles sales by drivetrain.
69

Global Electric Vehicles Sales
Annual passenger EV sales by region.
70

My 20/200 Formula
The Switch: we are getting there - mass market for EVs
USD$20k buys you BMW 2 style EV with 200 miles range.
71

China’s EV Sales
BNEF: China accounts for the largest share of global
EV sales.
72

China Bets On Electric Cars
Projected percent composition of passenger vehicles in
China over the next two decades.
73

China Electric Cars Sales
In October 2020, EV sales in China reached a local
peak.
74

Tesla Comes To China
Shanghai welcomes Elon Musk and Tesla Gigafactory 3.
Transfer of technology is unavoidable.
75

Tesla Gigafactory 3, China
Tesla’s $2B China Gigafactory covers the size of 121
football pitches, aimed to make 3k EVs a week.
76

Tesla Gigafactory 3, China
Tesla’s $2B China Gigafactory: “machine is building
machines”, aims to make 4k EVs a week in 2020.
77

Tesla Gigafactory 4, Germany
Germany welcomes Tesla Gigafactory 4!
78

Tesla Gigafactory 4, Germany
Tesla comes to the motherland of the iconic legacy
automakers and will keep them on their toes.
79

Tesla Gigafactory 5, Texas!
Tesla selects Texas as location for its Cybertruck
Gigafactory 5.
80

Rivian
New players are coming in. Rivian is backed by
Amazon and Ford.
81

We must stop burning oil. Solar and Wind.
Electricity.
82

Green Energy: Clean Equals Cheap
All-in cost for clean energy is already cheaper than
coal and gas.
83

Clean Energy Is Getting Cheaper
All-in cost for clean energy is getting much cheaper
than coal and gas.
84

China Is The Centre Of
The Lithium Universe.
85

The Lithium Universe
TNR Gold NSR Royalty on Mariana Lithium Ganfeng JV.
Wormholes: Entry Into The Lithium Universe – China.
86

The Green Energy Metals Royalty Co.
TNR Gold Corp.
87

Ganfeng Lithium Is The Largest
Integrated Lithium Producer In China
Company is trading on Shenzhen Exchange with
capitalization of approximately USD $15 Billion.
88

89

90

Entry Into Vertically Integrated
Lithium Business With Ganfeng
TNR Gold’s Royalty on Mariana Lithium provides an entry point
into Vertically Integrated Lithium Business with Ganfeng Lithium.
91

TNR Gold Holds NSR
Royalty on
Mariana Lithium,
Argentina.
Ganfeng Lithium JV
Operator
92

China Is The Centre Of The Lithium
Universe
It is not only Tesla Gigafactory: October 2019 – 99 Lithium
Batteries Megafactories are rising all across the globe.
93

Battery Megafactories
Lithium Batteries Megafactories are rising.
May – 131, November – 171!
94

The Global Battery Arms Race
China surges ahead again.
95

China’s State Grid Is
Getting Ready For 100
Million Electric Cars By
2030
Can We Reach 200 Million EVs Globally
By That Time?
96

Beyond The Tesla Gigafactory
Electrification of energy and transportation requires new
supply chains.
97

Global Battery Arms Race
We are in the midst of a global battery arms race that is
rapid and relentless.
98

Lithium Supply Chain
China today exerts vast control over every step of the
supply chain.
99

Where does China’s dominance lie in the lithium supply
chain?
100

China today exerts vast control over every step of the
supply chain.
101

Global Lithium Supply and Demand
Global Lithium supply and demand forecast.
102

Lithium Carbonate Use
Lithium carbonate use for various devices.
103

Global Lithium Supply
Elon Musk: Hard? Or Easy?
104

Lithium Production
All lithium industry has managed to build just
approximately 325,000 T/y LCE capacity by 2020.
105

Lithium Mining Delays
Lithium mining and conversion are very complex even if
capital is available.
106

Lithium Supply
Lithium projects are costly and time-consuming to bring
online.
107

Pandemic Shock
CoronaVirus has impacted half the supply chain.
108

Lithium Supply
Lithium batteries is totally reliant on steady raw
materials supply.
109

Lithium Supply Chains
Lithium supply chains are complicated and needs
billions in investment.
110

Lithium Boom
Electric vehicle rEVolution will fuel global demand for
lithium.
111

UBS Lithium Demand Forecast
Over 1,000,000 T LCE/Y 2026
“SQM would be able to produce up to 216k T Li LCE a
year through 2025.” Reuters 2018 – 180k SQM 2019.
112

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.
113

Summer 2017
My “Totally Outrageous” 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.
114

100M T Lithium LCE
Needed by 2050
100M T Lithium LCE needed ONLY for All New Electric Cars.
The Economist: 1.8 Billion Electric Cars by 2040.
115

Growing U.S. Energy Storage
Energy Storage Systems will consume more lithium
batteries’ capacity than electric cars in the future.
116

Energy Storage Systems
Solar & Wind
Energy Storage Systems will consume more lithium
batteries’ capacity than electric cars in the future.
117

Tesla: Goal One – 100% electric transportation requires
100X growth.
118

Tesla: 100% renewable energy requires 1600X growth.
119

Tesla Giant Battery
Tesla deployed the largest lithium battery plant in
Australia.
120

Energy Security - It Is Not About Oil Anymore
Tesla’s lithium supply chain goes all around the globe
and back to China now.
121

Energy Security - It Is Not About Oil Anymore
Tesla’s lithium supply chain goes all around the globe
and back to China now.
122

Tesla Goes Lithium Upstream
Lithium batteries is totally reliant on steady raw
materials supply.
123

Lithium Supply Chains
Autos are investing $$$ Billions of dollars in lithium
batteries supply chains. Who can deliver?
124

The Real Lithium Scare.
You can’t get secure
supply of battery grade Lithium.
125

Security
Of Lithium Supply
• Autos are here now: The Price of Lithium is the second
thought after you have established Secure Supply of
Lithium with battery grade quality.
• The Future: The Price of Lithium and its Amount
Somewhere will be 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.
• Industry is starving for Capital: further concentration.
126

Disruption Of $12T Industries:
Energy And Transportation
• Disruption of $12 Trillion Industries: $8T Energy & $4T
Transportation is based on $3B Lithium Market by sales
in 2019.
• Industry needs $20B Investment to meet UBS 1M T/y
LCE demand by 2026 - it raised just over $2B in 2018.
• Investors are burnt and retreated – Price Shocks Are
Imminent after consolidation.
• M&A will redistribute the existing production first and
near-future supply development second.
• Tesla Energy rEVolution – All Known Reserves of
Lithium will be produced, but who will own it then?
127

Welcome to REE 2.0
The strongest players are consolidating control of the
supply chains for 21st century.
128

Lithium: Welcome to REE 2.0
The strongest players are getting stronger, the weak
ones are wiped out. Who can cross the desert?
129

Smart Money
Controls Bottlenecks
Energy Security. Electrification. Disruption of $12T Energy
and Transportation depends on $3B Lithium market.
130

China New Energy Plan
State-level Approach
China is making another “leap forward” straight into the
Post Carbon Economy: Solar, Wind and Electric Cars.
131

China New Energy Plan
State-level Approach
China is making another “leap forward” straight into the
Post Carbon Economy: Solar, Wind and Electric Cars.
132

Will China Build Green Energy
Future For Us?
Lithium industry: learning Mandarin - all miners are praying for
deals with China. Now we all can start praying for mercy.
133

How To Cross Digital Divide And
Finance Tesla rEVolution?
We are facing Oligopoly controlling lithium supply and
can be facing Monopoly after more brave Trade Wars.
134

Capital is coming to global electric cars space, but
only the best Lithium companies can get it.
135

Lithium industry is starving, only the best Lithium
companies can get Capital.
136

Investors Moved From Lithium To Pot
Speculative investors have moved from lithium to pot.
137

Speculative Capital Has Gone Up In Smoke
Speculative capital normally allocated to junior mining
has gone up in smoke quite literally.
138

We Need Real Things To Build
Other Things
Seems reasonable? But Markets are broken.
How to transfer Capital directly to enterprises?
139

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
140

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.
141

China’s Lithium Giant
Ganfeng Lithium has expanded globally.
142

Ganfeng Lithium = China’s largest lithium compounds
producer.
143

Ganfeng Lithium: Access to secure, high quality supply
of Lithium raw materials.
144

Ganfeng Lithium: Worldwide operations.
145

Ganfeng Lithium upstream resources.
146

China’s Lithium Giants
Ganfeng Lithium stock was 59% higher than a year ago
in April, Tianqi was 29% lower.
147

Ganfeng Lithium Customers
Ganfeng Lithium supplies Tesla, Volkswagen and BMW.
148

Ganfeng Tesla Supply Deal
Ganfeng made lithium supply deal with Tesla.
149

Ganfeng Volkswagen Deal
Ganfeng made lithium supply deal with Volkswagen.
150

Ganfeng BMW Supply Deal
Ganfeng made lithium supply deal with BMW.
151

Ganfeng Scale & Staying Power
Ganfeng reaffirmed commitment to Argentina celebrating
$160M investment in Lithium Americas in September 2019.
152

Mariana Lithium JV
Ganfeng Lithium Operator
Ganfeng Lithium brings the capital and technology to extract
and process lithium for an established and growing market.
153

Mariana Lithium, Argentina
Mariana Lithium Project - Ganfeng JV in Argentina.
154

Mariana Lithium Project - Ganfeng JV in Argentina.
155

Ganfeng Lithium 2019 annual report - project update.
156

Ganfeng Lithium 2019 Report
“The feasibility study of Mariana Project in Argentina was completed in
2019, and environmental assessment and construction of the project are
planed to be conducted.”
157

Mariana Lithium Project
“The feasibility study of Mariana Project in Argentina was completed in
2019, and environmental assessment and construction of the project are
planed to be conducted.”
158

“The feasibility study of Mariana Project in Argentina was
completed smoothly in 2019, and environmental evaluation
and construction were planed to be conducted gradually.”
159

TNR Gold Mariana Lithium
Royalty Holding
160

Ganfeng Lithium 2020 Interim Report
“The feasibility study of Mariana Project in Argentina was successfully
completed in 2019, and environment assessment, pilot scale test, and design
of plant construction are being launched to the project.”
161

The Green Energy Metals
Royalty & Gold Company.
TNR Gold Corp.
162

GEM Royalty Co.
TNR Gold Corp. (TSXV: TNR)
Becoming The Green Energy Metals Royalty & Gold Company.
163

GEM Royalty Co.
TNR Gold Corp. (TSXV: TNR)
Becoming The Green Energy Metals Royalty & Gold Company.
164

TNR Gold Business Model
We do not have to contribute any capital to the
development of Mariana Lithium.
165

TNR Gold Corp. Global Assets
TNR Gold Corp. current holdings.
166

Mariana Lithium PEA released December 2018.
167

Ganfeng Lithium is the Operator.
168

Mariana Lithium Royalty
TNR Gold reports on Mariana Lithium Royalty Holding.
169

Mariana Lithium PEA
Ganfeng Lithium 2018:
• 25-year mine life producing 10,000 T/y LCE Lithium
plus 84,000 T/y SOP (Fertilizer)
• CAPEX USD$243M
• NPV = USD$192M after tax at 10% discount rate
• IRR = 20% post-tax
• Annual revenue USD$143M
• Before Resource Increase by 250% plus in 2020
170

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174

175

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177

178

179

Mariana Lithium, Ganfeng Lithium 2019 Annual Report.
180

Mariana Lithium, Ganfeng Lithium proposed
budget 2020: US $25M.
181

Mariana Lithium, Ganfeng Lithium 2020 Interim Report.
182

GEM Royalty Co.
TNR Gold Corp.
• Becoming The Green Energy Metals Royalty Co.
• Assets with major companies as Operators.
• Green Energy Metals: Copper and Lithium.
• TNR holds NSR Royalty on Los Azules Copper.
• TNR holds NSR Royalty on Mariana Lithium.
• TNR holds 90% stake in Shotgun Gold, Alaska.
• TNR Gold presentations on www.tnrgoldcorp.com
• All Information is available on www.sedar.com
183

Thank you!
Energy rEVolution.
The World Just Before The INTERNET.
Contact k.klip@btinternet.com
Visit www.kirillklip.blogspot.com
Follow on Twitter @kirillklipKirill Klip GEM Royalty TNR Gold
184

Kirill Klip GEM Royalty TNR Gold Lithium Presentation December 2020

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