international lithium at wentworth presentation
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Benchmark: The End Of The Beginning. Interna6onal Agency for Research on Cancer
World Health Organiza6on 2012.
IARC: Diesel Engine Exhaust Carcinogenic.
Interna:onal Lithium at Wentworth.
Elon Musk: “All Cars Will Be Electric.” Warren BuffeK: “In 20 years, all cars on the road
will be electric.” November 29, 2009.
Interna:onal Lithium at Wentworth.
Energy.
We are just before the INTERNET. Centrally produced.
Controlled.
Interna:onal Lithium at Wentworth.
Energy rEVolu:on.
Now we can STORE Energy and USE it when we want it.
Distributed. Solar And Wind.
Interna:onal Lithium at Wentworth.
This magic device is called an Electric Car.
Lithium Technology. Cheaper lithium baFeries change
everything.
Interna:onal Lithium at Wentworth.
Tesla Model S 90 – More Than 7,000 Li BaKeries Your remote control 2 baKeries.
Interna:onal Lithium at Wentworth.
Lithium BaKeries Communica6on – Already happened. Electric Cars – Already happening.
Energy And U6lity – The New Fron6er.
Interna:onal Lithium at Wentworth.
Apple iCar – Can change EV market overnight. Tesla Model 3 -‐ $35k for 200 Miles 2016 March. GM Bolt – below $35k for 200 Miles 2016 Fall.
Nissan Leaf -‐ $?? For 500 km ??
Interna:onal Lithium at Wentworth.
NEXT – Energy Genera6on and U6lity Storage.
SOLAR is growing exponen6ally.
Interna:onal Lithium at Wentworth.
Warren Buffet Bought Record Low Solar 3.87 c/kW Solid State Lithium BaKery – Gigafactory?
$100 per kWh of Lithium BaKery. Tesla Model 3 BaKery – $5k, Cost of Lithium is below 3%.
Interna:onal Lithium at Wentworth.
Tesla Gigafactory – Largest Facility In The World. $5 Billion investment by Tesla & Panasonic.
Interna:onal Lithium at Wentworth.
Not Only Tesla – Megafactories. LCE 771 T / GWh
70,000 T – 45% of Today Lithium Supply.
Interna:onal Lithium at Wentworth.
Now 3 Trillion Industries Are Inves6ng In Li BaKeries. Communica6ons. Electric Cars.
Energy and U6lity.
Interna:onal Lithium at Wentworth.
Lithium Supply: Brine and Spodumene. Tianqi Controls Talison. Ganfeng buys from them, Prices are going up
20% in 2016.
Interna:onal Lithium at Wentworth.
Ganfeng raised prices twice last month to the record of $11,049/t.
Tianqi has told analysts in China that Talison will raise Lithium spodumene by 20% in 2016.
Interna:onal Lithium at Wentworth.
Joe Lowry es6mates Lithium demand to grow 88% in 5 years 6me.
Ganfeng Lithium supplies Panasonic, BYD and LG Chem. Sep 21st 2015 AGM: “Our main concern is the security of lithium
supply.”
Interna:onal Lithium at Wentworth.
Ganfeng has hit All-‐Time-‐High at $2.5 Billion MC Ganfeng has established $170 M credit line for expansion of lithium produc6on facili6es, investment into lithium mobile baKeries and
developing raw materials supply chain.
Interna:onal Lithium at Wentworth.
The Second Shock Amer Volkswagen. It Is Happening. This Is NOW.
Electric Cars Are BeKer Than ICE.
Interna:onal Lithium at Wentworth.
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