The document discusses the growth of electric vehicles and transition away from fossil fuels. It notes that lithium batteries will power the world for the next 50 years and that technology to stop burning oil is already here. It highlights Tesla's role in accelerating the adoption of EVs and the numerous benefits they provide over internal combustion engine vehicles. Global EV sales are surging and are forecasted to account for all passenger vehicle growth starting in 2023 as the switch to EVs flips into mass market adoption.
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Kirill Klip GEM Royalty TNR Gold Lithium Presentation
1. Back Into The Future
Lithium Will Power Us For The Next 50 Years
And Then Robots
Kirill Klip GEM Royalty TNR Gold
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2. Energy rEVolution
The World Just Before The INTERNET
The future is already here, not everybody can see it yet.
Technology to stop burning oil is here and it is beautiful.
Kirill Klip GEM Royalty TNR Gold
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3. Back Into The Future
The future is already here, not everybody can see it yet, but
megatrends are manifesting themselves. rEVolution.
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4. The Green Energy Metals Royalty Co.
TNR Gold Corp.
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5. Ganfeng To Invest US$600M
TNR Gold NSR Royalty Holding: Ganfeng to invest
US$600M in Mariana Lithium.
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6. Ganfeng To Invest US$600M
TNR Gold Royalty: Ganfeng plans to double PEA Est.
production to 20K T/Y LCE at Mariana Lithium.
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7. Legal Disclaimer
All information about Ganfeng Lithium and International
Lithium Corp. presented using publicly available data.
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8. Legal Disclaimer For The US
Please read legal disclaimers. There is no investment advice in this
presentation. Always consult your qualified financial adviser.
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11. Electric Cars: Safety & Personal Freedom
Electric Cars provide health safety, personal freedom
and reduce carbon footprint.
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12. Electric Cars Are Cleaner Than ICE
By 2019, lifecycle EV emissions were around 3 times
lower than ICE conventional car.
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13. Electric Cars Are Cleaner Than ICE
Lifecycle greenhouse gas emissions: ICE conventional
vs. Tesla (US battery).
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14. Electric Cars Are Cleaner Than ICE
CleanTechnica: Tesla Model 3 lifetime emissions are
65% less than Mercedes C class.
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15. Energy rEVolution
The World Just Before The INTERNET
“Maximum Plaid” of Tesla Roadster: Elon Musk has
demonstrated the potential of Electric Cars.
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16. Oil Used To Be Very Big
Oil was still very big in 2019, but thanks to rEVolution
Energy Security was not only about oil anymore.
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17. Energy rEVolution
The World Just Before The INTERNET
The future is already here, not everybody can see it yet.
Technology to stop burning oil is here and it is beautiful.
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18. Energy rEVolution
The World Just Before The INTERNET
The future is already here, not everybody can see it yet.
Technology to stop burning oil is here and it is beautiful.
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19. Oil Used To Be Very Big
Tesla’s market cap overtakes Exxon in June 2020.
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20. 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 Anymore.
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.
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21. Tesla Model S
Before we had the best Electric Cars & affordable EVs.
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22. Tesla Model 3
Before we had the best Electric Cars & affordable EVs. Now
we have the first best & more affordable Electric Car.
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23. The End Of The ICE Age
Tesla Model S was an earthquake, followed by tsunami
of Model 3. Model Y will end The ICE Age.
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24. The End Of The ICE Age
Tesla Model S was an earthquake, followed by tsunami
of Model 3. Model Y will end The ICE Age. On the roads.
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25. Tesla’s Unfathomable Launch
Elon Musk promised to ramp up Model 3 to 10k a week
and build 500k of all models in 2018.
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26. Tesla 2018
Tesla becomes “Real Car Company”.
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27. Tesla 2020
Tesla becomes “Real Car Company”.
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30. Tesla Best-Selling Luxury Cars
U.S. luxury vehicles sales.
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31. Tesla Best-Selling Electric Cars
Researcher & Research:
Tesla Model 3 & Model Y were two best-selling electric
cars in the world in May 2021.
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32. All Legacy Autos Were Behind
The pandemic crisis hit legacy autos drowning in debt very
hard, they were not EV ready.
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33. Elon Musk And Bitcoin
Elon Musk and Bitcoin have found each other…
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34. All Legacy Autos Are Still Behind
All legacy automakers are still behind Tesla, but…
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35. Elon Musk And Bitcoin
Elon Musk and Bitcoin have found each other…
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36. Elon Musk And Bitcoin
Elon Musk and Bitcoin have found each other…
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37. Elon Musk And Bitcoin
Elon Musk and Bitcoin have found each other…
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38. Tesla And Competition
Tesla better concentrate on EVs production execution
to justify its valuation.
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39. Tesla And Competition
Tesla better concentrate on EVs production execution
to justify its valuation.
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40. Tesla And Competition
Tesla better concentrate on EVs production execution
to justify its valuation.
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41. Tesla And Competition
Tesla better concentrate on EVs production execution
to justify its valuation.
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42. Tesla Semi
Tesla Semi is testing new limits for Electric Cars
technology.
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43. Cheaper Lithium Batteries Change
Everything
Advanced materials are the base of Energy rEVolution.
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44. Cheaper Lithium Batteries Change
Everything
Advanced materials are the base of Energy rEVolution.
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45. Cheaper Lithium Batteries Change
Everything
Advanced materials are the base of Energy rEVolution.
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46. Cheaper Lithium Batteries Change
Everything
Advanced materials are the base of Energy rEVolution.
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47. Cheaper Lithium Batteries Change
Everything
Advanced materials are the base of Energy rEVolution.
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48. Total Cost Of Ownership Is Lower
With EVs
CleanTechnica: Large auto leasing company - Electric
Cars have mostly lower total cost In Europe.
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49. Maintenance Is Lower With EVs
CleanTechnica: Electric Cars repair and maintenance
cost is 50% lower than ICE cars.
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50. Maintenance Is Lower With EVs
Energy.gov: Electric Cars maintenance cost is lower
than ICE cars.
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51. EV & ICE Car Cost Parity
We are closing on EV & ICE car cost parity.
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52. EV & ICE Cost Parity
T&E: EVs will be cheaper than fossil-fuel vehicles in
Europe by 2025-2027.
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53. Tesla Battery Day
Tesla: We are closing on EV & ICE car cost parity.
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54. Tesla Battery Day
Tesla: We are closing on EV & ICE car cost parity.
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55. EV & ICE Car Cost Parity
Tesla: We are closing on EV & ICE car cost parity.
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56. Tesla Ahead Of The Curve
Catalyst: Elon Musk talked about Lithium cells cost
below $100 per kWh and for battery packs in 2020.
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57. Tesla Ahead Of The Curve
Tesla Catalyst: Elon Musk talks about Lithium cells cost
below $100 per kWh and for battery packs in 2020.
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58. The End Of The ICE Age
Tesla $25,000 Electric Car.
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59. The End Of The ICE Age
Tesla $25,000 Electric Car.
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60. Mass Volume Production
Lithium batteries mass volume production
$100/kWh Tipping Point.
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62. Tesla Energy rEVolution
Electric Cars are coming much faster than a lot of
people are anticipating it.
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63. Tesla Energy rEVolution
Electric Cars are coming much faster than a lot of
people are anticipating it.
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64. The Switch: Mass Market For EVs
Now all automakers are rushing to catch up with Tesla.
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65. The Switch: Mass Market For EVs
Now all automakers are rushing to catch up with Tesla.
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66. BNEF EV Outlook 2020
BNEF: 500 EV models will be available globally by 2022.
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67. The Switch: The End Of The ICE Age
China’s ICE engines passenger vehicles sales
collapsed.
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68. The Switch Flipped
Electric Cars are forecast to account for all the growth
in passenger vehicles sales from 2023.
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69. Mercedes Kills ICE Engines
Daimler stops developing new generations of ICE
engines and will concentrate on electric powertrains.
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70. The Switch Flipped
Global sales of traditional fuel-powered cars and trucks
may have already peaked.
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71. The Switch Flipped
EV sales to grow on price parity, new models.
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72. Electric Surge
DIEsel is being eclipsed by Electric Cars in Europe.
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73. Global Electric Vehicles Sales
BNEF: EV sales are surging.
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74. The Time To Sell A Million EVs
The time to sell a million EVs is shortening.
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75. Global Electric Vehicles Sales
Canalys: 3.1 million EVs were sold in 2020, 4,7% of new
passenger cars.
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76. Global Electric Vehicles Sales
EV Volumes: 3.24 million Plug-In Vehicles were sold in
2020, 4,2% of new light vehicles.
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77. Global Electric Vehicles Fleet
Cumulative global passenger EV sales – 10.2M sold by
2021.
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78. Global Electric Vehicles Fleet
Cumulative global passenger EV sales – 10.2M sold by
2021.
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79. Norway Electric Cars Sales
Electric Cars sales in Norway.
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80. U.S. Electric Cars Sales
U.S. EV share of new vehicles sales.
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81. U.S. Electric Cars Sales
2021 U.S. EV sales to increase 70% over 2020.
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82. The Switch: Mass Market For EVs
BNEF: Global EV fleet by segment and market.
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83. The Switch: Mass Market For EVs
BNEF: Total cost of ownership of light commercial
vehicle.
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84. The Switch: Mass Market For EVs
BNEF: Global passenger vehicles outlook by drivetrain.
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85. The Switch: Mass Market For EVs
BNEF: EV share of new passenger vehicles sales outlook
by market.
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86. The Switch: Mass Market For EVs
BNEF: Global passenger vehicle fleet outlook by
drivetrain.
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87. The Switch: Mass Market For EVs
BNEF: Share of zero-emission vehicles sales by segment.
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88. The Switch: Mass Market For EVs
BNEF: Global commercial vehicle sales outlook by
drivetrain and segment.
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89. The Switch: Mass Market For EVs
BNEF: EV share of global new vehicle sales by segment.
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90. The Switch: Mass Market For EVs
BNEF: Number of EVs on the road.
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91. My 20/200 Formula
The Switch: we are getting there - mass market for EVs
USD$20k buys you BMW 2 style EV with 200 miles range.
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92. China Bets On Electric Cars
Projected percent composition of passenger vehicles in
China over the next two decades.
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93. China Electric Cars Acceptance
About one-third of all car sales in Shanghai are EVs.
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94. China Electric Cars Sales
China: All-electric vehicles sales and market share in
Q1 2021.
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95. China Electric Cars Sales
Canalys: China passenger car sales estimates.
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96. Tesla Comes To China
Shanghai welcomes Elon Musk and Tesla Gigafactory 3.
Transfer of technology is unavoidable.
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97. Tesla Gigafactory 3, China
Tesla’s $2B China Gigafactory covers the size of 121
football pitches, aimed to make 3k EVs a week.
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98. Tesla Gigafactory 3, China
Tesla’s $2B China Gigafactory: “machine is building
machines”, reached 8k EVs a week capacity in 2020.
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99. Tesla Gigafactory 4, Germany
Germany welcomes Tesla Gigafactory 4!
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100. Tesla Gigafactory 4, Germany
Tesla comes to the motherland of the iconic legacy
automakers and will keep them on their toes.
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101. Tesla Gigafactory 5, Texas!
Tesla selects Texas as location for its Cybertruck
Gigafactory 5.
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102. Rivian
New players are coming in. Rivian is backed by
Amazon and Ford.
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104. Ford F-150 Electric
Ford launches Electric F-150 Lightning.
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105. Tesla Energy rEVolution
We must stop burning oil. Solar and Wind.
Electricity.
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106. Clean Energy Is Getting Cheaper
All-in cost for clean energy is getting much cheaper
than coal and gas.
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107. Clean Energy Is Getting Cheaper
All-in cost for clean energy is getting much cheaper
than coal and gas.
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108. Green Energy: Clean Equals Cheap
All-in cost for clean energy plus storage is getting
cheaper.
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109. Lithium Batteries Boom
Demand for Lithium batteries is forecast to surge.
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110. China Is The Centre Of
The Lithium Universe.
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111. The Lithium Universe
TNR Gold NSR Royalty on Mariana Lithium Ganfeng JV.
Wormholes: Entry Into The Lithium Universe – China.
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112. The Green Energy Metals Royalty Co.
TNR Gold Corp.
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113. Ganfeng Lithium Is The Largest
Integrated Lithium Producer In China
Company is trading on Shenzhen Exchange with
capitalization of approximately USD $25 Billion.
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114. Ganfeng Lithium Is The Largest
Integrated Lithium Producer In China
Company is trading on Shenzhen Exchange with
capitalization of approximately USD $25 Billion.
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115. Entry Into Vertically Integrated
Lithium Business With Ganfeng
TNR Gold’s Royalty on Mariana Lithium provides an entry point
into Vertically Integrated Lithium Business with Ganfeng Lithium.
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116. Ganfeng To Invest US$600M
TNR Gold NSR Royalty Holding: Ganfeng to invest
US$600M in Mariana Lithium.
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117. Ganfeng To Invest US$600M
TNR Gold Royalty: Ganfeng plans to double PEA Est.
production to 20K T/Y LCE at Mariana Lithium.
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118. TNR Gold Holds NSR
Royalty on
Mariana Lithium,
Argentina.
Ganfeng Lithium JV
Operator
118
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119. The Global Battery Arms Race
BMI: Rise of the EV battery Megafactories.
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120. Battery Metals Demand
BMI: What 200 Gigafactories would mean for raw
material demand.
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121. Battery Metals Boom
Rising EV demand supercharges demand forecast for a
group of metals.
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122. The Global Battery Arms Race
BMI: China surges ahead again.
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123. China’s State Grid Is
Getting Ready For 100
Million Electric Cars By
2030
Can We Reach 200 Million EVs Globally
By That Time?
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124. Lithium Supply Chain
China today exerts vast control over every step of the
supply chain.
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125. Lithium Supply Chain
Where does China’s dominance lie in the Lithium supply
chain?
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126. Lithium Supply Chain
China today exerts vast control over every step of the
supply chain.
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127. The Lithium Story
BMI: The story of the Lithium-ion battery through the lens
of Lithium carbonate prices.
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128. Lithium Wild Ride
The battery metal has rebounded from an extended
slump.
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129. China Leads Lithium Market
Lithium Carbonate vs Hydroxide China and Asia import
markets.
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130. Global Lithium Supply and Demand
Global Lithium supply and demand forecast.
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131. Lithium Carbonate Use
Lithium carbonate use for various devices.
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133. Lithium Production
All Lithium industry produced just 369,000 T/y LCE in
2020.
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134. Lithium Mining Delays
Lithium mining and conversion are very complex even if
capital is available.
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135. Lithium Supply
Lithium projects are costly and time-consuming to bring
online.
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136. Lithium Supply
Lithium batteries is totally reliant on steady raw
materials supply.
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137. Lithium Supply Chains
Lithium supply chains are complicated and need
billions in investment.
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138. UBS Lithium Demand Forecast
Over 1,000,000 T LCE/Y 2026
“SQM would be able to produce up to 216k T Li LCE a
year through 2025.” Reuters 2018 – 180k SQM 2019.
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139. Summer 2017
My “Totally Outrageous” Forecast 36M T LCE
Needed By 2040 For 600M EVs
100M T Lithium LCE Needed by 2050
if Elon Musk and Warren Buffett Are Right About Electric Cars.
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140. Lithium Boom
Electric vehicle rEVolution will fuel global demand for
Lithium.
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146. Lithium Market Deficit
Macquarie Research: We expect widening Lithium
deficits from 2022.
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147. Lithium Market Balance
BMI: Lithium market balance showing structural deficit
from 2023 onwards.
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148. 100M T Lithium LCE
Needed By 2050
100M T Lithium LCE needed ONLY for All New Electric Cars.
The Economist: 1.8 Billion Electric Cars by 2040.
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149. Growing U.S. Energy Storage
Energy Storage Systems will consume more Lithium
batteries’ capacity than electric cars in the future.
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150. Energy Storage Systems
Solar & Wind
Energy Storage Systems will consume more Lithium
batteries’ capacity than electric cars in the future.
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151. Energy Storage Systems
Solar & Wind
Energy Storage Systems will consume more Lithium
batteries’ capacity than electric cars in the future.
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152. Energy Storage Systems
Tesla: Goal One – 100% electric transportation requires
100X growth.
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153. Energy Storage Systems
Tesla: 100% renewable energy requires 1600X growth.
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154. Tesla Giant Battery
Tesla deployed the largest Lithium battery plant in
Australia.
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155. Energy Security - It Is Not About Oil Anymore
Tesla’s Lithium supply chain goes all around the globe
and back to China now.
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156. Energy Security - It Is Not About Oil Anymore
Tesla’s Lithium supply chain goes all around the globe
and back to China now.
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157. Tesla Goes Lithium Upstream
Lithium batteries is totally reliant on steady raw
materials supply.
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158. The Real Lithium Scare.
You can’t get secure
supply of battery grade Lithium.
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159. Security
Of Lithium Supply
• Autos are here now: The Price of Lithium is the second
thought after you have established Secure Supply of
Lithium with battery grade quality.
• The Future: The Price of Lithium and its Amount
Somewhere will be 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.
• Industry is starving for Capital: further concentration.
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160. Disruption Of $12T Industries:
Energy And Transportation
• Disruption of $12 Trillion Industries: $8T Energy & $4T
Transportation is based on $4B Lithium Market by sales
in 2020.
• Industry needs $20B Investment to meet UBS 1M T/y
LCE demand by 2026.
• Investors were burnt and retreated – Price Shocks Are
Imminent after consolidation.
• M&A will redistribute the existing production first and
near-future supply development second.
• Tesla Energy rEVolution – All Known Reserves of
Lithium will be produced, but who will own it then?
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161. Smart Money
Controls Bottlenecks
Energy Security. Electrification. Disruption of $12T Energy
and Transportation depends on $4B Lithium market.
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162. How To Cross Digital Divide And
Finance Tesla rEVolution?
We are facing Oligopoly controlling Lithium supply and
can be facing Monopoly after more brave Trade Wars.
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163. How To Cross Digital Divide And
Finance Tesla rEVolution?
Capital is coming to global renewable energy space,
but only the best Lithium companies can get it.
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164. How To Cross Digital Divide And
Finance Tesla rEVolution?
Capital is coming to global renewable energy space,
but only the best Lithium companies can get it.
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165. How To Cross Digital Divide And
Finance Tesla rEVolution?
Capital is coming to global electric cars space, but
only the best Lithium companies can get it.
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166. How To Cross Digital Divide And
Finance Tesla rEVolution?
Lithium industry was starving, now the best Lithium
companies can get Capital.
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167. Battery Metals Investments
The metal needed to support a 2-degree trajectory
would require over $1T investments.
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168. We Need Real Things To Build
Other Things
Markets are broken.
How to transfer Capital directly to enterprises?
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169. 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
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170. 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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171. China’s Lithium Giant
Ganfeng Lithium has expanded globally.
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172. China’s Lithium Giant
Ganfeng Lithium: Access to secure, high-quality supply
of Lithium raw materials.
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173. China’s Lithium Giant
Ganfeng Lithium: Worldwide operations.
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175. Ganfeng Lithium Customers
Ganfeng Lithium supplies Tesla, Volkswagen and BMW.
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176. Ganfeng Tesla Supply Deal
Ganfeng made Lithium supply deal with Tesla.
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177. Ganfeng Volkswagen Deal
Ganfeng made Lithium supply deal with Volkswagen.
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178. Ganfeng BMW Supply Deal
Ganfeng made Lithium supply deal with BMW.
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179. Ganfeng Scale & Staying Power
Ganfeng reaffirmed commitment to Argentina in 2021.
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180. Ganfeng Scale & Staying Power
Ganfeng Lithium reaffirmed commitment to Argentina in
2021.
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181. Mariana Lithium JV
Ganfeng Lithium Operator
Ganfeng Lithium brings the capital and technology to extract
and process Lithium for an established and growing market.
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184. TNR Gold Mariana Lithium Royalty Holding
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185. The Green Energy Metals
Royalty & Gold Company.
TNR Gold Corp.
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186. GEM Royalty Co.
TNR Gold Corp. (TSXV: TNR)
The Green Energy Metals Royalty & Gold Company.
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187. GEM Royalty Co.
TNR Gold Corp. (TSXV: TNR)
The Green Energy Metals Royalty & Gold Company.
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188. TNR Gold Business Model
We do not have to contribute any capital to the
development of Mariana Lithium.
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189. TNR Gold Corp. Global Assets
TNR Gold Corp. Current Holdings.
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192. Mariana Lithium Royalty
TNR Gold reports on Mariana Lithium Royalty Holding.
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193. Mariana Lithium PEA
Ganfeng Lithium 2018:
• 25-year mine life producing 10,000 T/y LCE Lithium
plus 84,000 T/y SOP (Fertilizer)
• CAPEX USD$243M
• NPV = USD$192M after tax at 10% discount rate
• IRR = 20% post-tax
• Annual revenue USD$143M
• Before Resource Increase by 250% plus in 2020
• June 2021, Reuters reports: Ganfeng Lithium to invest
US$600M, plans to increase PEA estimated production to
20,000 T/y LCE
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194. Mariana Lithium Royalty
TNR Gold reports on Mariana Lithium Royalty Holding.
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195. Mariana Lithium Royalty
TNR Gold reports on Mariana Lithium Royalty Holding.
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196. Mariana Lithium Royalty
TNR Gold reports on Mariana Lithium Royalty Holding.
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197. Mariana Lithium Royalty
TNR Gold reports on Mariana Lithium Royalty Holding.
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198. Mariana Lithium Royalty
TNR Gold reports on Mariana Lithium Royalty Holding.
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199. Mariana Lithium Royalty
TNR Gold reports on Mariana Lithium Royalty Holding.
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200. Mariana Lithium Royalty
TNR Gold reports on Mariana Lithium Royalty Holding.
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201. Mariana Lithium Royalty
TNR Gold reports on Mariana Lithium Royalty Holding.
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202. Mariana Lithium Royalty
TNR Gold reports on Mariana Lithium Royalty Holding.
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207. Mariana Lithium Royalty
Mariana Lithium, Ganfeng Lithium proposed budget
2021: US $25M.
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208. Mariana Lithium Royalty
Mariana Lithium, Ganfeng Lithium Plan of Activities for
2021.
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209. Mariana Lithium Royalty
Mariana Lithium, Environmental Impact Report.
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210. Ganfeng To Invest US$600M
TNR Gold NSR Royalty Holding: Ganfeng to invest
US$600M in Mariana Lithium.
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211. Ganfeng To Invest US$600M
TNR Gold Royalty: Ganfeng plans to double PEA Est.
production to 20K T/Y LCE at Mariana Lithium.
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212. Lithium & ESG
Producing Lithium with Solar Energy and Minimal Fresh
Water Use.
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213. GEM Royalty Co.
TNR Gold Corp.
• Becoming The Green Energy Metals Royalty Co.
• Assets with major companies as Operators.
• Green Energy Metals: Copper, Silver and Lithium.
• TNR holds NSR Royalty on Los Azules Copper.
• TNR holds NSR Royalty on Mariana Lithium.
• TNR holds 90% stake in Shotgun Gold, Alaska.
• TNR Gold presentations on www.tnrgoldcorp.com
• All Information is available on www.sedar.com
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214. Thank you!
Energy rEVolution.
The World Just Before The INTERNET.
Contact k.klip@btinternet.com
Visit www.kirillklip.blogspot.com
Follow on Twitter @kirillklip
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