international lithium at wentworth 2016 presentation
TRANSCRIPT
BackIntoTheFuture
LithiumKirillKlipInterna,onalLithium
Wentworth2016
BackIntoTheFuture
TheWorldJustBeforeTheINTERNET
KirillKlipInterna,onalLithiumWentworth2016
Benchmark:TheEndOfTheBeginning.Interna:onalAgencyforResearchonCancer
WorldHealthOrganiza:on2012.
IARC:DieselEngineExhaustCarcinogenic.
KirillKlipInterna,onalLithiumWentworth2016
ElonMusk:“AllCarsWillBeElectric.”WarrenBuffeM:“In20years,allcarsontheroad
willbeelectric.”November29,2009.
KirillKlipInterna,onalLithiumWentworth2016
Energy
WearejustbeforetheINTERNETCentrallyproduced
Controlled
KirillKlipInterna,onalLithiumWentworth2016
TheMiracle
BoJledElectricity
BaJeries
KirillKlipInterna,onalLithiumWentworth2016
EnergyrEVolu,on
NowwecanSTOREEnergyandUSEitwhenwewantit
DistributedwithSolarAndWind
KirillKlipInterna,onalLithiumWentworth2016
ThisMagicDeviceIsCalledAnElectricCar
LithiumTechnologyCheaperlithiumbaJerieschange
everything
KirillKlipInterna,onalLithiumWentworth2016
LITHIUM
ThemagicmetalattheveryheartofthisrEVolu,on
KirillKlipInterna,onalLithiumWentworth2016
WhyLithium?
• LowestAtomicMass–HighestEnergy/Weight• HighestReac,vity–HighestVoltageandEnergy• HighestEnergydensitypervolumeandweight• Cheap,evennow<<3%ofBaJeryCost• 25yearsinthefielda\erdecadesand$$$BillionsinR&D
• Watchthebestvideo:hJp://kirillklip.blogspot.co.uk/2015/11/lithium-air-baJery-breakthrough-will.html
KirillKlipInterna,onalLithiumWentworth2016
LithiumCatalyst:from2to7,000
TeslaModelS90–MoreThan7,000LiBaMeriesYourfartherwithremotecontrol-2baMeries.
KirillKlipInterna,onalLithiumWentworth2016
Howit’sstarted.Lithium-ionBaJerycommercializedbySONYin1991.
Walkman
KirillKlipInterna,onalLithiumWentworth2016
DoyourememberNokia?WithFossilFuelswehavediminishingreturnonEnergyInvested.
Shale“revolu,on”-anotherSubprimeBubble.EnergyStorageisLithiumTechnologywithpricesgoingdowneveryyear.
KirillKlipInterna,onalLithiumWentworth2016
PowerToolsNCALiChemistry–LikeTesla.A\erdecadesofR&D–NCA:Proven10yearsoldtechnology.
GM–NMCandNMC2.0ARGONNE,LGChem
KirillKlipInterna,onalLithiumWentworth2016
WeneedalotofbaMeries.WorldgoesMOBILE.
SunisalwaystheretoCHARGEourbaJeries.
KirillKlipInterna,onalLithiumWentworth2016
LithiumBaMeriesCommunica:on–Alreadyhappened.ElectricCars–Alreadyhappening.
EnergyAndU:lity–TheNewFron:er.
KirillKlipInterna,onalLithiumWentworth2016
AppleiCar–CanchangeEVmarketovernight.TeslaModel3-$35kfor200MilesUnveiledMarch2016.
GMBolt–$37kfor200MilesFall2016produc:on.NissanLeaf-$??For500km??BMWi3newbaMery.
KirillKlipInterna,onalLithiumWentworth2016
TeslaModel3-400,000reserva:onsinamonth!Analystswerespecula,ngwhenreserva,onscanreach100,000
PeoplearereadytobuythebestelectriccarsElonMusk:“Bestproductlauncheverinthehistory“
KirillKlipInterna,onalLithiumWentworth2016
TeslaModel3launch–Lithium2.0Lithium1.0–NOGOODelectriccars.GMsold7kinsteadof10kin2010
Lithium2.0–GreatElectricCarsarehere.TeslacanmakelithiumbaJerywithall-incostof190/kWh!
KirillKlipInterna,onalLithiumWentworth2016
NEXT–MassMarketForEVs20/200$20kbuysyouBMW2serieswith200milesrange.
NowTesla’s50kWhLithiumBaJerycostis$9.5k,downfrom$17k.LithiumBaJeryis1/3ofEVcost.
KirillKlipInterna,onalLithiumWentworth2016
NEXT-TeslaPowerwallTransporta,on-$4Trillion
Energy-$8Trillion,SubsidiestoFossilFuels$5.3Trillion(IMF)TeslaEnergy:2016Q125MWh–2,500Powerwallsand100Powerpacks.
KirillKlipInterna,onalLithiumWentworth2016
NEXT–EnergyGenera:onandU:lityStorage.ItwillbeLARGERthanEVsforLithiumTechnologymarket.
SOLARisgrowingexponen:ally.
KirillKlipInterna,onalLithiumWentworth2016
LithiumTechnologyAndEnergyrEVolu:onHowMuchLandWouldItTakeToPowerTheEn:reUSAWithSolar
Energy?
KirillKlipInterna,onalLithiumWentworth2016
WarrenBuffeMBoughtRecordLowSolar3.87c/kW,2.99c/kWSolarsysteminDubai.SolidStateLithiumBaMery–Gigafactory?
$100perkWhofLithiumBaMery.TeslaModel3BaMery–$5k,CostofLithiumisbelow3%.
KirillKlipInterna,onalLithiumWentworth2016
LithiumSupplyChain.LithiumisforBaJeries,likeSUGARforCoca-Cola.
Ver,callyIntegratedLithiumBusiness.Interna,onalLithiumandGanfengLithium-$4.5BillionMConeoftheNewBig
Five.
KirillKlipInterna,onalLithiumWentworth2016
TeslaGigafactory–LargestFacilityInTheWorld.$5BillioninvestmentbyTesla&Panasonic.
MassProduc:on500kEVs/yearHolyGrailforEVs-$100/kWh
KirillKlipInterna,onalLithiumWentworth2016
NotOnlyTeslaGigafactory–LithiumMegafactories.LCE771T/GWh
70,000T–45%of2015LithiumSupply.
KirillKlipInterna,onalLithiumWentworth2016
Now3TrillionIndustriesAreInves:ngInLiBaMeries.Communica:ons.ElectricCars.
EnergyandU:lity.
KirillKlipInterna,onalLithiumWentworth2016
LithiumBaMery.
KirillKlipInterna,onalLithiumWentworth2016
Future:LithiumSolidStateandLithium-Air.Watchthatvideo!
hMp://kirillklip.blogspot.co.uk/2015/11/lithium-air-baMery-breakthrough-will.html
KirillKlipInterna,onalLithiumWentworth2016
LithiumSupply:BrineandSpodumene.TianqiControlsTalison.Ganfengbuysfromthem,Pricesaregoingup
20%in2016.
KirillKlipInterna,onalLithiumWentworth2016
LithiumpricesinChinamorethantripled.ItishappeningevenbeforeGigafactoryandMegafactories.
Whatwillhappenifthepriceisnotcomingback?Priceisnotimportant–availabilityofsupplytakescentralstage.
KirillKlipInterna,onalLithiumWentworth2016
SQM–TheLostParadise.TheEndofBig3–TheNewLiBig5.
Albemarle,SQM,FMC,Ganfeng,Tianqi
KirillKlipInterna,onalLithiumWentworth2016
LithiumDemandIsUpEvenBeforeGigafactory.AndSUPPLYislagging-JoeLowry:“Overthepastfiveyearscapacity
addi,onsofapproximately80KMTwereexpected…onlyabout18KMTofthean,cipated80KMTiscurrentlyinproduc,on.”
KirillKlipInterna,onalLithiumWentworth2016
Remember?GanfengraisedpricestwiceinOctober2015totherecordof$11,049/t.
TianqihastoldanalystsinChinathatTalisonwillraiseLithiumspodumeneby20%in2016.
KirillKlipInterna,onalLithiumWentworth2016
JoeLowryes:matedin2015Lithiumdemandtogrow88%in5years:me.
GanfengLithiumsuppliesPanasonic,BYDandLGChem.Sep21st2015AGM:“Ourmainconcernisthesecurityoflithium
supply.”
KirillKlipInterna,onalLithiumWentworth2016
GanfenghashitAll-Time-Highat$4.5BillionMCGanfenghasestablished$170Mcreditlinein2015forexpansionoflithiumproduc:onfacili:es,investmentintolithiummobilebaMeries
anddevelopingrawmaterialssupplychain.
KirillKlipInterna,onalLithiumWentworth2016
TheSecondShockAnerVolkswagen.ItIsHappening.ThisIsNOW.(October2015)
ElectricCarsAreBeMerThanICE.
KirillKlipInterna,onalLithiumWentworth2016
DieselGate:AllICECarscan’tcomplywithemissions.
TeslaModelShasnowoutsoldMercedesSinWesternEuropein2015!
KirillKlipInterna,onalLithiumWentworth2016
LithiumWillPowerUsTheNext50Years.ThanRobots.
KirillKlipInterna,onalLithiumWentworth2016
ILC’s5thIPOAnniversary
MrKirillKlip,President,Interna:onalLithiumCorp.comments:"WeareverypleasedtocelebrateILC's5thIPOanniversarybyadvancingMarianaLithiumBrineprojectInArgen:nafurtherintoresourcees:ma:onstagewithour
strategicpartnerGanfengLithiumfromChina."
KirillKlipInterna,onalLithiumWentworth2016
LithiumUniverseLithiumWillPowerUsForTheNext50Years,ThanRobots.
FollowKirillKlipblog:hMp://kirillklip.blogspot.com
KirillKlipInterna,onalLithium
Wentworth2016