kirill klip lithium presentation june 2017

50
Back Into The Future Lithium Will Power Us For The Next 50 Years And Then Robots Kirill Klip Interna,onal Lithium Wentworth 2017

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Page 1: Kirill Klip Lithium Presentation June 2017

BackIntoTheFuture

LithiumWillPowerUsForTheNext50YearsAndThenRobotsKirillKlipInterna,onalLithium

Wentworth2017

Page 2: Kirill Klip Lithium Presentation June 2017

BackIntoTheFuture

TheWorldJustBeforeTheINTERNET

KirillKlipInterna,onalLithiumWentworth2017

Page 3: Kirill Klip Lithium Presentation June 2017

ReverseEngineering

TheFutureAllCarsAreElectric

NowTryToSellDIEsel&ICEOnes

KirillKlipInterna,onalLithiumWentworth2017

Page 4: Kirill Klip Lithium Presentation June 2017

Benchmark:TheEndOfTheBeginning.InternaHonalAgencyforResearchonCancer

WorldHealthOrganizaHon2012.

IARC:DIEselEngineExhaustCarcinogenic.

KirillKlipInterna,onalLithiumWentworth2017

Page 5: Kirill Klip Lithium Presentation June 2017

ElonMusk:“AllCarsWillBeElectric.”WarrenBuffeT:“In20years,allcarsontheroad

willbeelectric.”November29,2009.

KirillKlipInterna,onalLithiumWentworth2017

Page 6: Kirill Klip Lithium Presentation June 2017

TheParadigmShiY.WewereburningOILformorethan100yearsjusttogetEnergy.Youhavetofindoil,extractit,refineitandBURNitwithcancerhazardemissionslaterkillingallofus.

SUNishereeverywhereprovidingEnergy,nowwecanconvertitintoelectricityveryefficiently.TheGameChanger:nowwecanStoreEnergyElectricityCheaper-ElectricCars

arehere.

KirillKlipInterna,onalLithiumWentworth2017

Page 7: Kirill Klip Lithium Presentation June 2017

Energy

WearejustbeforetheINTERNETCentrallyproduced

Controlled

KirillKlipInterna,onalLithiumWentworth2017

Page 8: Kirill Klip Lithium Presentation June 2017

TheMiracle

BoPledElectricity

BaPeries

KirillKlipInterna,onalLithiumWentworth2017

Page 9: Kirill Klip Lithium Presentation June 2017

EnergyrEVolu,on

NowwecanSTOREEnergyandUSEitwhenwewantit

DistributedEnergyGenera,onSolarAndWind

KirillKlipInterna,onalLithiumWentworth2017

Page 10: Kirill Klip Lithium Presentation June 2017

TheGameChangerThisMagicDeviceIsCalled

AnElectricCarLithiumTechnology

CheaperlithiumbaPerieschangeeverything

KirillKlipInterna,onalLithiumWentworth2017

Page 11: Kirill Klip Lithium Presentation June 2017

TheGameChanger:TechnologyVs.OIL.ThepriceofOILwentdownfromitspeak70%now.

Thepriceofall-incostoflithiumbaTerieswentdownmorethan70%.ElonMusk:Teslacanproduceall-incostoflithiumbaTeriesat$190/KWh.

KirillKlipInterna,onalLithiumWentworth2017

Page 12: Kirill Klip Lithium Presentation June 2017

LITHIUM

ThemagicmetalattheveryheartoftheEnergyrEVolu,on

KirillKlipInterna,onalLithiumWentworth2017

Page 13: Kirill Klip Lithium Presentation June 2017

WhyLithium?

•  LowestAtomicMass–HighestEnergy/Weight•  HighestReac,vity–HighestVoltageandEnergy•  HighestEnergydensitypervolumeandweight•  Cheap,evennow<<3%ofBaPeryCost•  26yearsinthefielda^erdecadesand$$$BillionsinR&D

•  Watchthebestvideo:hPp://kirillklip.blogspot.co.uk/2015/11/lithium-air-baPery-breakthrough-will.html

KirillKlipInterna,onalLithiumWentworth2017

Page 14: Kirill Klip Lithium Presentation June 2017

WhatMarketSizearewetalkingabout?Summer2015:ALLLithiumMarketmeasuredinLCEwasonly$1BilliondollarsinSales.December2016–$2.5Billiondollars.CostofLithiumis$1inyouriPhone,

2%inTesla‘sBaTery.SecurityofLithiumSupplyisatthebaseoftheNextBigThing:DISRUPTIONof$12TrillionAutosandEnergyIndustries.ExponenHalGROWTH.

KirillKlipInterna,onalLithiumWentworth2017

Page 15: Kirill Klip Lithium Presentation June 2017

InternaHonalEnergyAgency:WeNeed600MillionElectricCarsBy2040ToLimitTemperatureIncrease

Below2ºC.Weneedtoproduce36,000,000TofLithium(LCE).Totalproduc,onin2016

200,000TLCE.

KirillKlipInterna,onalLithiumWentworth2017

Page 16: Kirill Klip Lithium Presentation June 2017

InternaHonalLithiumCorp.LithiumStrategicInvestmentsandRoyaltyCo.

Porjoliooftheworld-classLithiumAssetswiththeindustryleaderswhicharereadyforM&AtorealizevalueinStrategicTransacHons.

KirillKlipInterna,onalLithium

Wentworth2017

Page 17: Kirill Klip Lithium Presentation June 2017

LithiumGeneraHonCatalyst:from2to7,000

TeslaModelS90–MoreThan7,000LiBaTeriesYourfartherwithremotecontrol-2baTeries.

YourTeslaonthedrivewayismorethan7,000oflithiumbaTeries.

KirillKlipInterna,onalLithiumWentworth2017

Page 18: Kirill Klip Lithium Presentation June 2017

Howit’sstarted.Lithium-ionBaTerywascommercializedbySONYin1991.

Walkman.Freedom.Mobility.LithiumTechnology:26years,numerousdevicesand$$$BillionsinR&D

KirillKlipInterna,onalLithiumWentworth2017

Page 19: Kirill Klip Lithium Presentation June 2017

DoyourememberNokia?WithFossilFuelswehavediminishingreturnonEnergyInvested.Shale“revoluHon”-anotherSubprimeBubbleandborrowedHme.

EnergyStorageisLithiumTechnologywithpricesgoingdowneveryyear.

KirillKlipInterna,onalLithiumWentworth2017

Page 20: Kirill Klip Lithium Presentation June 2017

PowerToolsNCALiChemistry–LikeTesla.AYerdecadesofR&D–NCA:Proven10yearsoldtechnology.

GM–NMCandNMC2.0ARGONNE,LGChem

KirillKlipInterna,onalLithiumWentworth2017

Page 21: Kirill Klip Lithium Presentation June 2017

WeneedalotofbaTeries.WorldgoesMOBILE.

SunisalwaystheretoCHARGEourbaTeries.

KirillKlipInterna,onalLithiumWentworth2017

Page 22: Kirill Klip Lithium Presentation June 2017

LithiumBaTeriesCommunicaHonIndustry–Alreadyhappened.

ElectricCarsAutoIndustry–Alreadyhappening.EnergyAndUHliHesIndustries–TheNewFronHer,ongoing.

KirillKlipInterna,onalLithiumWentworth2017

Page 23: Kirill Klip Lithium Presentation June 2017

AppleiCar–CanchangeEVmarketovernight.WearesHllwaiHng…ThePowerofBrandandCAPITAL.

TeslaModel3-$35kfor200MileswillbemadefromJuly2017.GMBolt–$37kfor200MilesisrollingoutintheUSandCanada.

NissanLeaf-$??For500km??BMWi3newbaTery-SalesareUP.

KirillKlipInterna,onalLithiumWentworth2017

Page 24: Kirill Klip Lithium Presentation June 2017

TheTide:ElectricCarsarecoming.Therealstory:thereareover70modelsofelectriccarsonsaleinChina

nowalready!

KirillKlipInterna,onalLithiumWentworth2017

Page 25: Kirill Klip Lithium Presentation June 2017

Thisisthereal“TideofElectricCars”DozensofnewmodelsofElectricCarswillbeavailableby2020.

CheaplithiumbaPerieschangeeverything.TheSwitch:millionsofcustomersarebuyingEVsinsteadofICEcars.

KirillKlipInterna,onalLithiumWentworth2017

Page 26: Kirill Klip Lithium Presentation June 2017

TeslaModel3-400,000reservaHonsinamonth!AnalystswerespeculaHngwhenreservaHonscanreach100,000.PeoplearereadyandWAITINGtobuythebestelectriccars.

ElonMusk:“Bestproductlauncheverinthehistory“.

KirillKlipInterna,onalLithiumWentworth2017

Page 27: Kirill Klip Lithium Presentation June 2017

TeslaModel3launch–Lithium2.0Lithium1.0–ThereareNOGOODelectriccars.GMsold7kChevyVoltsinsteadof10kin2010IttookGM7yearstosell100kChevyVolts,BYDhassoldthesameamountofEVsjustin2016.

Lithium2.0–GreatElectricCarsarehere:Tesla,GM,BMW,Ford,Nissan…Thereare70EVmodelsonsaleinCHINANOW.

TeslacanmakelithiumbaTerywithall-incostbelow190/kWh!

KirillKlipInterna,onalLithiumWentworth2017

Page 28: Kirill Klip Lithium Presentation June 2017

NEXT–MassMarketForEVs20/200$20kbuysyouBMW2serieswithover200milesrange.

NowTesla’s75kWhLithiumBaTerycostis$14k,downfrom$25k.LithiumBaTeryis1/3ofEVcost.

KirillKlipInterna,onalLithium

Wentworth2017

Page 29: Kirill Klip Lithium Presentation June 2017

NEXT-TeslaPowerwallTransporta,on-$4Trillion

Energy-$8Trillion,SubsidiestoFossilFuels$5.3Trillion(IMF)TeslaEnergy:2016Q125MWh–2,500Powerwallsand100Powerpacks.

KirillKlipInterna,onalLithiumWentworth2017

Page 30: Kirill Klip Lithium Presentation June 2017

EnergyStorage–TotalTransiHonFromOIL.WhatcanCentralPlannersdo?

FEDcanprintmoney-investorsarehappy.ChinaisbuildingTheSwitch–NewEnergyPlan.

KirillKlipInterna,onalLithiumWentworth2017

Page 31: Kirill Klip Lithium Presentation June 2017

GlobalWarning:SolarPowerIsCheaperThanCoalAndNuclear-ChinaCanceled104New

CoalPlants.hTp://kirillklip.blogspot.co.uk/2017/01/global-warning-solar-power-is-

cheaper.html

KirillKlipInterna,onalLithiumWentworth2017

Page 32: Kirill Klip Lithium Presentation June 2017

NEXT–EnergyGeneraHonandUHlityStorage.ItwillbeLARGERthanEVsforLithiumTechnologymarket.

SOLARisgrowingexponenHally.

KirillKlipInterna,onalLithiumWentworth2017

Page 33: Kirill Klip Lithium Presentation June 2017

TheLastHope?ElonMuskandTesla.Isitourlasthope?

“MakeAmericaGreatAgain”withaSteamEnginepoweredby“CleanCoal”???TheEndofEmpire–RedsaregoingGreen.OILisOUT.TheEndofICEAge.

“ChinaistheCentreofLithiumUniverse.”

KirillKlipInterna,onalLithiumWentworth2017

Page 34: Kirill Klip Lithium Presentation June 2017

LithiumTechnologyAndEnergyrEVoluHonHowMuchLandWouldItTakeToPowerTheEnHreUSAWithSolarEnergy?

ThisiswithTechnologyavailabletoday.TheGameChanger:EnergyStorage.Below5centsROOFsarekillingUHliHes.

KirillKlipInterna,onalLithiumWentworth2017

Page 35: Kirill Klip Lithium Presentation June 2017

WarrenBuffeTBoughtRecordLowSolar3.87c/kW,2.99c/kWSolarSysteminDubai.

EnergyStorage.MassproducHonandNewTechnology.SolidStateLithiumBaTery–Gigafactory?

$100perkWhofLithiumBaTery.TeslaModel3BaTery–$6k,CostofLithiumisbelow3%.

KirillKlipInterna,onalLithiumWentworth2017

Page 36: Kirill Klip Lithium Presentation June 2017

LithiumSupplyChain.LithiumisforBaTeries,likeSUGARforCoca-Cola.

VerHcallyIntegratedLithiumBusiness.InternaHonalLithiumandGanfengLithium-$6.0BillionMCisoneofthe

NewLithiumBigFive.

KirillKlipInterna,onalLithiumWentworth2017

Page 37: Kirill Klip Lithium Presentation June 2017

TeslaGigafactory–TheLargestFacilityInTheWorld.$5BillioninvestmentbyTesla&Panasonic.

MassProducHon:500kEVs/yearin2018,upto1.5Matfullcapacity!HolyGrailforEVs–WhenCostOfLithiumBaTeriesDropsto$100/kWh

KirillKlipInterna,onalLithiumWentworth2017

Page 38: Kirill Klip Lithium Presentation June 2017

NotOnlyTeslaGigafactory–LithiumMegafactories.771LCET/GWh

GoldmanSachs:Every1%ofEVSalesinTotalAutoSales=70kTofLCE2016:LithiumSupplyforBaTeriesisuponly14%-LCEPricesareUP74%!

KirillKlipInterna,onalLithiumWentworth2017

Page 39: Kirill Klip Lithium Presentation June 2017

Now3TrillionIndustriesAreInvesHngInLiBaTeries.CommunicaHons.ElectricCars.

EnergyandUHliHes.

KirillKlipInterna,onalLithiumWentworth2017

Page 40: Kirill Klip Lithium Presentation June 2017

LithiumBaTery.ThisiswhatinsideTesla.

NextstageLithiumSolidSateandLithiumAir.LithiumAir–costbelow$100/kWhandTeslaModelSwithrangeover500

miles.

KirillKlipInterna,onalLithiumWentworth2017

Page 41: Kirill Klip Lithium Presentation June 2017

Future:LithiumSolidStateandLithium-Air.Watchthatvideo!

hTp://kirillklip.blogspot.co.uk/2015/11/lithium-air-baTery-breakthrough-will.html

KirillKlipInterna,onalLithiumWentworth2017

Page 42: Kirill Klip Lithium Presentation June 2017

LithiumSupply:BrineandSpodumene.SecurityofLithiumSupplyisEverything.

CompeHtorsarecuungintothesupplylines.LithiumMaterialProducersarebuyingintoLithiumMinerstoSecureSupply.

KirillKlipInterna,onalLithiumWentworth2017

Page 43: Kirill Klip Lithium Presentation June 2017

SQM–TheLostParadise.TheEndofBig3–TheNewLiBig5.

Albemarle,SQM,Ganfeng,Tianqi,FMC.

KirillKlipInterna,onalLithiumWentworth2017

Page 44: Kirill Klip Lithium Presentation June 2017

ICYMI:“TheSecondShockAYerVolkswagen.”“ItIsHappening.ThisIsNOW.(October2015)

ElectricCarsAreBeTerThanICE.”

KirillKlipInterna,onalLithiumWentworth2017

Page 45: Kirill Klip Lithium Presentation June 2017

AYerTheVolkswagenDIEselGate.TheEndofICEAge.

Teslaisoutsellingallluxurybrandsnow:Mercedes,BMWandAudi.

KirillKlipInterna,onalLithiumWentworth2017

Page 46: Kirill Klip Lithium Presentation June 2017

ButTheRealElectricrEVoluHonIsInChina.IttookGM7yearsfrom2009tosell100kofChevyVolts-BYDsoldmorethan100kEVsinjust1yearin2016!Therearemorethan70modelsofElectricCarsonsaleinChinanow.ChinasellsmoreEVsthanEuropeandtheUScombined.Oncetheyareready–totalbanofICEcars.ICEAgeisOVERandOILisOUT.EmpireisGONE.

KirillKlipInterna,onalLithiumWentworth2017

Page 47: Kirill Klip Lithium Presentation June 2017

LithiumRace:WhichWillBeTheFirstCountryToBanFuel-BurningCars:Norway,Netherlands,Germany,IndiaorChina?LithiumRace:WhichWillBeTheFirstCountryToBanFuel-BurningCars:Norway,Netherlands,Germany,IndiaorChina?

LithiumRace:WhichWillBeTheFirstCountryToBanFuel-BurningCars:Norway,Netherlands,Germany,IndiaorChina?

hTp://kirillklip.blogspot.co.uk/2016/10/lithium-race-which-will-be-first.html KirillKlipInterna,onalLithium

Wentworth2017

Page 48: Kirill Klip Lithium Presentation June 2017

InternaHonalLithiumCorp.ILCisacHvelyengagingintheinvesHgaHonandidenHficaHonofstrategic

opportuniHesbothinternallyandwithselectinvestmentconsultants.AllinterestedparHesinInternaHonalLithium’sporjolioofassetsanditsnewbusinessmodelare

[email protected]

KirillKlipInterna,onalLithiumWentworth2017

Page 49: Kirill Klip Lithium Presentation June 2017

InternaHonalLithiumCorp.Entryintothever,callyintegratedlithiumbusinesswithagiantfrom

ChinaGanfengLithium.

KirillKlipInterna,onalLithiumWentworth2017

Page 50: Kirill Klip Lithium Presentation June 2017

LithiumUniverseLithiumWillPowerUsForTheNext50YearsAndThenRobots.

Thankyou.Followmystreamofconsciousness@kirillklipandmyblog:hTp://kirillklip.blogspot.com

KirillKlipInterna,onalLithium

Wentworth2017