Kirill Klip Lithium Presentation February 2017

BackIntoTheFuture

LithiumWillPowerUsForTheNext50YearsAndThenRobotsKirillKlipInterna,onalLithium

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BackIntoTheFuture

TheWorldJustBeforeTheINTERNET

KirillKlipInterna,onalLithiumWentworth2017

Benchmark:TheEndOfTheBeginning.InternaHonalAgencyforResearchonCancer

WorldHealthOrganizaHon2012.

IARC:DieselEngineExhaustCarcinogenic.


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

willbeelectric.”November29,2009.


TheParadigmShiY.WewereburningOILformorethan100yearsjusttogetEnergy.YouhavetofindOIL,

extractit,refineitandBURNitwithcancerhazardemissionslaterkillingallofus.SUNishereeverywhereprovidingEnergy,nowwecanconvertitintoelectricityvery

efficiently.TheGameChanger:nowwecanStoreEnergyElectricityCheaper-ElectricCarsarehere.


Energy

WearejustbeforetheINTERNETCentrallyproduced

Controlled


TheMiracle

BoJledElectricity

BaJeries


EnergyrEVolu,on

NowwecanSTOREEnergyandUSEitwhenwewantit

DistributedEnergyGenera,onSolarAndWind


TheGameChangerThisMagicDeviceIsCalled

AnElectricCarLithiumTechnology

CheaperlithiumbaJerieschangeeverything


TheGameChanger:TechnologyVs.OIL.ThepriceofOILwentdownfromitspeak70%now.

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


LITHIUM

ThemagicmetalattheveryheartoftheEnergyrEVolu,on


WhyLithium?

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

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


WhatMarketSizearewetalkingabout?Summer2015:ALLLithiumMarketmeasuredinLCEwasonly$1BilliondollarsinSales.December2017–$2.5Billiondollars.CostofLithiumis$1inyouriPhone,2%inTesla‘sBaTery.SecurityofLithiumSupplyatthebaseoftheNextBigThing-

disrupHonof$12TrillionAutosandEnergyIndustries.ExponenHalGROWTH.


InternaHonalLithiumCorp.LithiumStrategicInvestmentsandRoyaltyCo.

Porioliooftheworld-classLithiumAssetswiththeindustryleaderswhicharereadyforM&AtorealizevalueinStrategicTransacHons.

KirillKlipInterna,onalLithium

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LithiumGeneraHonCatalyst:from2to7,000

TeslaModelS90–MoreThan7,000LiBaTeriesYourfartherwithremotecontrol-2baTeries.

YourTeslaonthedrivewayismorethan7,000oflithiumbaTeries.


Howit’sstarted.Lithium-ionBaTerywascommercializedbySONYin1991.

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


DoyourememberNokia?WithFossilFuelswehavediminishingreturnonEnergyInvested.Shale“revoluHon”-anotherSubprimeBubbleandborrowedHme.

EnergyStorageisLithiumTechnologywithpricesgoingdowneveryyear.


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

GM–NMCandNMC2.0ARGONNE,LGChem


WeneedalotofbaTeries.WorldgoesMOBILE.

SunisalwaystheretoCHARGEourbaTeries.


LithiumBaTeriesCommunicaHonIndustry–Alreadyhappened.

ElectricCarsAutoIndustry–Alreadyhappening.EnergyAndUHliHesIndustries–TheNewFronHer,ongoing.


AppleiCar–CanchangeEVmarketovernight.WearesHllwaiHng…ThePowerofBrandandCAPITAL.

TeslaModel3-$35kfor200Mileswillbemadefrom20.02.2017.GMBolt–$37kfor200MilesisrollingoutintheUSandCanadanow.NissanLeaf-$??For500km??BMWi3newbaTery-SalesareUP.


TheTide:ElectricCarsarecoming.Therealstory:thereareover70modelsofelectriccarsonsaleinChina

nowalready!


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

ElonMusk:“Bestproductlauncheverinthehistory“.


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

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

TeslacanmakelithiumbaTerywithall-incostof190/kWh!


NEXT–MassMarketForEVs20/200$20kbuysyouBMW2serieswithover200milesrange.

NowTesla’s50kWhLithiumBaTerycostis$9.5k,downfrom$17k.LithiumBaTeryis1/3ofEVcost.


Wentworth2017

NEXT-TeslaPowerwallTransporta,on-$4Trillion

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


EnergyStorage–TotalTransiHonFromOIL.WhatCentralPlannerscando?

FEDcanprintmoney-investorsarehappy.ChinaisbuildingTheSwitch–NewEnergyPlan.


GlobalWarning:SolarPowerIsCheaperThanCoalAndNuclear-ChinaCanceled104NewCoalPlants.

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


NEXT–EnergyGeneraHonandUHlityStorage.ItwillbeLARGERthanEVsforLithiumTechnologymarket.

SOLARisgrowingexponenHally.


TheLastHope?ElonMuskandTesla.Isitourlasthope?

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

“ChinaistheCentreofLithiumUniverse.”


LithiumTechnologyAndEnergyrEVoluHonHowMuchLandWouldItTakeToPowerTheEnHreUSAWithSolarEnergy?

ThisiswithTechnologyavailabletoday.TheGameChanger:EnergyStorage.Below5centsROOFsarekillingUHliHes.


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

EnergyStorage.MassproducHonandNewTechnology.SolidStateLithiumBaTery–Gigafactory?

$100perkWhofLithiumBaTery.TeslaModel3BaTery–$5k,CostofLithiumisbelow3%.


LithiumSupplyChain.LithiumisforBaTeries,likeSUGARforCoca-Cola.

VerHcallyIntegratedLithiumBusiness.InternaHonalLithiumandGanfengLithium-$3.0BillionMCisoneofthe

NewLithiumBigFive.


TeslaGigafactory–LargestFacilityInTheWorld.$5BillioninvestmentbyTesla&Panasonic.

MassProducHon500kEVs/yearHolyGrailforEVs–WhenCostOfLithiumBaTeriesDropsto$100/kWh


NotOnlyTeslaGigafactory–LithiumMegafactories.771LCET/GWh

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


Now3TrillionIndustriesAreInvesHngInLiBaTeries.CommunicaHons.ElectricCars.

EnergyandUHliHes.


LithiumBaTery.ThisiswhatinsideTesla.

NextstageLithiumSolidSateandLithiumAir.LithiumAir–costbelow$100/kWhandTeslaModelSwithrangeover500

miles.


Future:LithiumSolidStateandLithium-Air.Watchthatvideo!

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


LithiumSupply:BrineandSpodumene.SecurityofLithiumSupplyisEverything.

CompeHtorsarecutngintothesupplylines.LithiumMaterialProducersarebuyingintoLithiumMinerstoSecureSupply.


SQM–TheLostParadise.TheEndofBig3–TheNewLiBig5.

Albemarle,SQM,Ganfeng,Tianqi,FMC.


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

ElectricCarsAreBeTerThanICE.”


AYerTheVolkswagenDIEselGate.TheEndofICEAge.

Teslaisoutsellingallluxurybrandsnow:Mercedes,BMWandAudi.


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


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

InternaHonalLithiumCorp.ILCisacHvelyengagingintheinvesHgaHonandidenHficaHonofstrategic

opportuniHesbothinternallyandwithselectinvestmentconsultants.AllinterestedparHesinInternaHonalLithium’sporiolioofassetsanditsnewbusinessmodelare

[email protected]


LithiumUniverseLithiumWillPowerUsForTheNext50YearsAndThenRobots.

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


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Kirill Klip Lithium Presentation February 2017

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Transcript of Kirill Klip Lithium Presentation February 2017