China is The Centre of The Lithium Universe. The Breakneck Rise Of CATL: China's Colossus Sells The Most Of Lithium Batteries In The Biggest EVs Market In The World.
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China is The Centre of The Lithium Universe.
1. China Is The Centre Of The
Lithium Universe.
Kirill Klip International Lithium 2018
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2. China Is The Centre of the Lithium
Universe.
It is not only Tesla Gigafactory – 27 Lithium Batteries
Megafactories are rising all across the globe.
Kirill Klip International Lithium 2018
www.internationallithium.com
3. 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 Any More.
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.
Kirill Klip International Lithium 2018
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4. China’s State Grid Is
Ge@ing Ready For 100
Million Electric Cars By
2030
Can We Reach 200 Million EVs Globally By That Time?
Kirill Klip International Lithium 2018
www.internationallithium.com
5. Beyond the Tesla Gigafactory.
CATL already sells the most lithium batteries to the
biggest EVs makers in the biggest EVS market: China.
Kirill Klip International Lithium 2018
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6. China Targets Sevenfold EVs Sales
Increase by 2025.
The new assemble lines will make CATL world’s largest
EVs lithium battery maker.
Kirill Klip International Lithium 2018
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8. SQM 2010:
“We can supply Lithium for
1000 years.”
SQM 2018:
“Maybe we can produce 216,000 T Lithium LCE in 2025.”
Kirill Klip International Lithium 2018
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9. SQM Lithium Oversupply
Scare 2.0
• “UBS analyst Lachlan Shaw says SQM deal will not
affect lithium supply for at least 4 or 5 years given
the time required to build the expansions. When
SQM’s expansion eventually does hit, Mr. Shaw says
demand should be surging sufficiently to ensure a
shortage of lithium.”
The Australian Financial Review.
Kirill Klip International Lithium 2018
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10. UBS Lithium Demand Forecast
Over 1,000,000 T LCE/Y 2026
“SQM would be able to produce up to 216,000 T Lithium
LCE a year through 2025.” Reuters.
Kirill Klip International Lithium 2018
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11. 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.
Kirill Klip International Lithium 2018
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12. Summer 2017
My “Totally Outrages” Forecast 36 M T LCE
Needed by 2040 For 600 M EVs.
100 M T Lithium LCE Needed by 2050
if Elon Musk and Warren Buffett Are Right About Electric Cars.
Kirill Klip International Lithium 2018
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13. 100 M T Lithium LCE
Needed by 2050.
Only for All New Cars Being Electric
The Economist: 1.8 B Electric Cars by 2040
Kirill Klip International Lithium 2018
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14. Energy Storage Systems
Solar & Wind.
Energy Storage Systems Will Consume More Lithium
Batteries’ Capacity Than Electric Cars in the Future.
Kirill Klip International Lithium 2018
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15. The Real Lithium Scare.
You Can’t Get It.
Kirill Klip International Lithium 2018
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16. Security
of Lithium Supply.
• We are Here now: The Price of Lithium is the second
thought after you have got some Secure Supply.
• The Future: The Price of Lithium and its Amount
Somewhere are 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.
• I will leave this stimulating process of thinking to all
interested parties.
Kirill Klip International Lithium 2018
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17. Disruption of $12 T Industries:
Energy and Transportation.
• Disruption of $12 Trillion Industries: $8 T Energy & $4 T
Transportation is based on $3 B Lithium Market by
sales in 2017.
• Money flow in Security of Lithium Supply will expand
this market by price first and by volume after it.
• Investments are lacking the Big Picture – Price
Shocks Are Imminent.
• M&A will redistribute the existing production first
(SQM) and near-future supply development second
(Lithium X).
• Tesla Energy rEVolution – All Known Reserves of
Lithium will be produced.
Kirill Klip International Lithium 2018
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18. Tesla Energy rEVolution.
All Known Reserves Are Not Enough.
New Technologies: NOT Only EVs - Lithium Exploration & Development.
Kirill Klip International Lithium 2018
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19. 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
Kirill Klip International Lithium 2018
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20. New Geo Political Strategy:
Focus – Access to Lithium.
Lithium Gigafactories Will Come Where The Lithium Supply Is
Located – Lithium Batteries Will Be A Commodity.
Kirill Klip International Lithium 2018
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21. Entry Into Vertically Integrated
Lithium Business With Ganfeng.
International Lithium provides an entry point into Vertically
Integrated Lithium Business with Ganfeng Lithium.
Kirill Klip International Lithium 2018
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22. 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.
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23. Thank you!
Energy rEVolution.
The World Just Before The INTERNET.
Follow @KirillKlip
Visit www.kirillklip.blogspot.com
Contact KirillKlip@internationallithium.com
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