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Back Into The Future
Lithium Will Power Us For The Next 50 Years
And Then Robots
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
1
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
Lithium June 2021
2
Back Into The Future
The future is already here, not everybody can see it yet, but
megatrends are manifesting themselves. rEVolution.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
3
The Green Energy Metals Royalty Co.
TNR Gold Corp.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
4
Ganfeng To Invest US$600M
TNR Gold NSR Royalty Holding: Ganfeng to invest
US$600M in Mariana Lithium.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
5
Ganfeng To Invest US$600M
TNR Gold Royalty: Ganfeng plans to double PEA Est.
production to 20K T/Y LCE at Mariana Lithium.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
6
Legal Disclaimer
All information about Ganfeng Lithium and International
Lithium Corp. presented using publicly available data.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
7
Legal Disclaimer For The US
Please read legal disclaimers. There is no investment advice in this
presentation. Always consult your qualified financial adviser.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
8
Clean Air
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
9
DIEselGate
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
10
Electric Cars: Safety & Personal Freedom
Electric Cars provide health safety, personal freedom
and reduce carbon footprint.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
11
Electric Cars Are Cleaner Than ICE
By 2019, lifecycle EV emissions were around 3 times
lower than ICE conventional car.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
12
Electric Cars Are Cleaner Than ICE
Lifecycle greenhouse gas emissions: ICE conventional
vs. Tesla (US battery).
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
13
Electric Cars Are Cleaner Than ICE
CleanTechnica: Tesla Model 3 lifetime emissions are
65% less than Mercedes C class.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
14
Energy rEVolution
The World Just Before The INTERNET
“Maximum Plaid” of Tesla Roadster: Elon Musk has
demonstrated the potential of Electric Cars.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
15
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.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
16
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
Lithium June 2021
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.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
18
Oil Used To Be Very Big
Tesla’s market cap overtakes Exxon in June 2020.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
19
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.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
20
Tesla Model S
Before we had the best Electric Cars & affordable EVs.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
21
Tesla Model 3
Before we had the best Electric Cars & affordable EVs. Now
we have the first best & more affordable Electric Car.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
22
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.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
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. On the roads.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
24
Tesla’s Unfathomable Launch
Elon Musk promised to ramp up Model 3 to 10k a week
and build 500k of all models in 2018.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
25
Tesla 2018
Tesla becomes “Real Car Company”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
26
Tesla 2020
Tesla becomes “Real Car Company”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
27
Tesla 2021
Tesla Vehicles Deliveries Q1 2021.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
28
Tesla 2021
Tesla Vehicles Deliveries Q1 2021.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
29
Tesla Best-Selling Luxury Cars
U.S. luxury vehicles sales.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
30
Tesla Best-Selling Electric Cars
Researcher & Research:
Tesla Model 3 & Model Y were two best-selling electric
cars in the world in May 2021.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
31
All Legacy Autos Were Behind
The pandemic crisis hit legacy autos drowning in debt very
hard, they were not EV ready.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
32
Elon Musk And Bitcoin
Elon Musk and Bitcoin have found each other…
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
33
All Legacy Autos Are Still Behind
All legacy automakers are still behind Tesla, but…
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
34
Elon Musk And Bitcoin
Elon Musk and Bitcoin have found each other…
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
35
Elon Musk And Bitcoin
Elon Musk and Bitcoin have found each other…
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
36
Elon Musk And Bitcoin
Elon Musk and Bitcoin have found each other…
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
37
Tesla And Competition
Tesla better concentrate on EVs production execution
to justify its valuation.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
38
Tesla And Competition
Tesla better concentrate on EVs production execution
to justify its valuation.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
39
Tesla And Competition
Tesla better concentrate on EVs production execution
to justify its valuation.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
40
Tesla And Competition
Tesla better concentrate on EVs production execution
to justify its valuation.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
41
Tesla Semi
Tesla Semi is testing new limits for Electric Cars
technology.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
42
Cheaper Lithium Batteries Change
Everything
Advanced materials are the base of Energy rEVolution.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
43
Cheaper Lithium Batteries Change
Everything
Advanced materials are the base of Energy rEVolution.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
44
Cheaper Lithium Batteries Change
Everything
Advanced materials are the base of Energy rEVolution.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
45
Cheaper Lithium Batteries Change
Everything
Advanced materials are the base of Energy rEVolution.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
46
Cheaper Lithium Batteries Change
Everything
Advanced materials are the base of Energy rEVolution.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
47
Total Cost Of Ownership Is Lower
With EVs
CleanTechnica: Large auto leasing company - Electric
Cars have mostly lower total cost In Europe.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
48
Maintenance Is Lower With EVs
CleanTechnica: Electric Cars repair and maintenance
cost is 50% lower than ICE cars.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
49
Maintenance Is Lower With EVs
Energy.gov: Electric Cars maintenance cost is lower
than ICE cars.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
50
EV & ICE Car Cost Parity
We are closing on EV & ICE car cost parity.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
51
EV & ICE Cost Parity
T&E: EVs will be cheaper than fossil-fuel vehicles in
Europe by 2025-2027.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
52
Tesla Battery Day
Tesla: We are closing on EV & ICE car cost parity.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
53
Tesla Battery Day
Tesla: We are closing on EV & ICE car cost parity.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
54
EV & ICE Car Cost Parity
Tesla: We are closing on EV & ICE car cost parity.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
55
Tesla Ahead Of The Curve
Catalyst: Elon Musk talked about Lithium cells cost
below $100 per kWh and for battery packs in 2020.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
56
Tesla Ahead Of The Curve
Tesla Catalyst: Elon Musk talks about Lithium cells cost
below $100 per kWh and for battery packs in 2020.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
57
The End Of The ICE Age
Tesla $25,000 Electric Car.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
58
The End Of The ICE Age
Tesla $25,000 Electric Car.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
59
Mass Volume Production
Lithium batteries mass volume production
$100/kWh Tipping Point.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
60
Tesla Energy rEVolution
Tesla’s rEVolution contribution.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
61
Tesla Energy rEVolution
Electric Cars are coming much faster than a lot of
people are anticipating it.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
62
Tesla Energy rEVolution
Electric Cars are coming much faster than a lot of
people are anticipating it.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
63
The Switch: Mass Market For EVs
Now all automakers are rushing to catch up with Tesla.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
64
The Switch: Mass Market For EVs
Now all automakers are rushing to catch up with Tesla.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
65
BNEF EV Outlook 2020
BNEF: 500 EV models will be available globally by 2022.
Kirill Klip GEM Royalty TNR Gold
Lithium May 2021
66
The Switch: The End Of The ICE Age
China’s ICE engines passenger vehicles sales
collapsed.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
67
The Switch Flipped
Electric Cars are forecast to account for all the growth
in passenger vehicles sales from 2023.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
68
Mercedes Kills ICE Engines
Daimler stops developing new generations of ICE
engines and will concentrate on electric powertrains.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
69
The Switch Flipped
Global sales of traditional fuel-powered cars and trucks
may have already peaked.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
70
The Switch Flipped
EV sales to grow on price parity, new models.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
71
Electric Surge
DIEsel is being eclipsed by Electric Cars in Europe.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
72
Global Electric Vehicles Sales
BNEF: EV sales are surging.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
73
The Time To Sell A Million EVs
The time to sell a million EVs is shortening.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
74
Global Electric Vehicles Sales
Canalys: 3.1 million EVs were sold in 2020, 4,7% of new
passenger cars.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
75
Global Electric Vehicles Sales
EV Volumes: 3.24 million Plug-In Vehicles were sold in
2020, 4,2% of new light vehicles.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
76
Global Electric Vehicles Fleet
Cumulative global passenger EV sales – 10.2M sold by
2021.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
77
Global Electric Vehicles Fleet
Cumulative global passenger EV sales – 10.2M sold by
2021.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
78
Norway Electric Cars Sales
Electric Cars sales in Norway.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
79
U.S. Electric Cars Sales
U.S. EV share of new vehicles sales.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
80
U.S. Electric Cars Sales
2021 U.S. EV sales to increase 70% over 2020.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
81
The Switch: Mass Market For EVs
BNEF: Global EV fleet by segment and market.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
82
The Switch: Mass Market For EVs
BNEF: Total cost of ownership of light commercial
vehicle.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
83
The Switch: Mass Market For EVs
BNEF: Global passenger vehicles outlook by drivetrain.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
84
The Switch: Mass Market For EVs
BNEF: EV share of new passenger vehicles sales outlook
by market.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
85
The Switch: Mass Market For EVs
BNEF: Global passenger vehicle fleet outlook by
drivetrain.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
86
The Switch: Mass Market For EVs
BNEF: Share of zero-emission vehicles sales by segment.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
87
The Switch: Mass Market For EVs
BNEF: Global commercial vehicle sales outlook by
drivetrain and segment.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
88
The Switch: Mass Market For EVs
BNEF: EV share of global new vehicle sales by segment.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
89
The Switch: Mass Market For EVs
BNEF: Number of EVs on the road.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
90
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.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
91
China Bets On Electric Cars
Projected percent composition of passenger vehicles in
China over the next two decades.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
92
China Electric Cars Acceptance
About one-third of all car sales in Shanghai are EVs.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
93
China Electric Cars Sales
China: All-electric vehicles sales and market share in
Q1 2021.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
94
China Electric Cars Sales
Canalys: China passenger car sales estimates.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
95
Tesla Comes To China
Shanghai welcomes Elon Musk and Tesla Gigafactory 3.
Transfer of technology is unavoidable.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
96
Tesla Gigafactory 3, China
Tesla’s $2B China Gigafactory covers the size of 121
football pitches, aimed to make 3k EVs a week.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
97
Tesla Gigafactory 3, China
Tesla’s $2B China Gigafactory: “machine is building
machines”, reached 8k EVs a week capacity in 2020.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
98
Tesla Gigafactory 4, Germany
Germany welcomes Tesla Gigafactory 4!
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
99
Tesla Gigafactory 4, Germany
Tesla comes to the motherland of the iconic legacy
automakers and will keep them on their toes.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
100
Tesla Gigafactory 5, Texas!
Tesla selects Texas as location for its Cybertruck
Gigafactory 5.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
101
Rivian
New players are coming in. Rivian is backed by
Amazon and Ford.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
102
Hummer
GM launches Electric Hummer.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
103
Ford F-150 Electric
Ford launches Electric F-150 Lightning.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
104
Tesla Energy rEVolution
We must stop burning oil. Solar and Wind.
Electricity.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
105
Clean Energy Is Getting Cheaper
All-in cost for clean energy is getting much cheaper
than coal and gas.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
106
Clean Energy Is Getting Cheaper
All-in cost for clean energy is getting much cheaper
than coal and gas.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
107
Green Energy: Clean Equals Cheap
All-in cost for clean energy plus storage is getting
cheaper.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
108
Lithium Batteries Boom
Demand for Lithium batteries is forecast to surge.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
109
China Is The Centre Of
The Lithium Universe.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
110
The Lithium Universe
TNR Gold NSR Royalty on Mariana Lithium Ganfeng JV.
Wormholes: Entry Into The Lithium Universe – China.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
111
The Green Energy Metals Royalty Co.
TNR Gold Corp.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
112
Ganfeng Lithium Is The Largest
Integrated Lithium Producer In China
Company is trading on Shenzhen Exchange with
capitalization of approximately USD $25 Billion.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
113
Ganfeng Lithium Is The Largest
Integrated Lithium Producer In China
Company is trading on Shenzhen Exchange with
capitalization of approximately USD $25 Billion.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
114
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.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
115
Ganfeng To Invest US$600M
TNR Gold NSR Royalty Holding: Ganfeng to invest
US$600M in Mariana Lithium.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
116
Ganfeng To Invest US$600M
TNR Gold Royalty: Ganfeng plans to double PEA Est.
production to 20K T/Y LCE at Mariana Lithium.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
117
TNR Gold Holds NSR
Royalty on
Mariana Lithium,
Argentina.
Ganfeng Lithium JV
Operator
118
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
The Global Battery Arms Race
BMI: Rise of the EV battery Megafactories.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
119
Battery Metals Demand
BMI: What 200 Gigafactories would mean for raw
material demand.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
120
Battery Metals Boom
Rising EV demand supercharges demand forecast for a
group of metals.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
121
The Global Battery Arms Race
BMI: China surges ahead again.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
122
China’s State Grid Is
Getting Ready For 100
Million Electric Cars By
2030
Can We Reach 200 Million EVs Globally
By That Time?
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
123
Lithium Supply Chain
China today exerts vast control over every step of the
supply chain.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
124
Lithium Supply Chain
Where does China’s dominance lie in the Lithium supply
chain?
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
125
Lithium Supply Chain
China today exerts vast control over every step of the
supply chain.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
126
The Lithium Story
BMI: The story of the Lithium-ion battery through the lens
of Lithium carbonate prices.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
127
Lithium Wild Ride
The battery metal has rebounded from an extended
slump.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
128
China Leads Lithium Market
Lithium Carbonate vs Hydroxide China and Asia import
markets.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
129
Global Lithium Supply and Demand
Global Lithium supply and demand forecast.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
130
Lithium Carbonate Use
Lithium carbonate use for various devices.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
131
Global Lithium Supply
Elon Musk: Hard? Or Easy?
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
132
Lithium Production
All Lithium industry produced just 369,000 T/y LCE in
2020.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
133
Lithium Mining Delays
Lithium mining and conversion are very complex even if
capital is available.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
134
Lithium Supply
Lithium projects are costly and time-consuming to bring
online.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
135
Lithium Supply
Lithium batteries is totally reliant on steady raw
materials supply.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
136
Lithium Supply Chains
Lithium supply chains are complicated and need
billions in investment.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
137
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.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
138
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.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
139
Lithium Boom
Electric vehicle rEVolution will fuel global demand for
Lithium.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
140
Lithium Most Wanted
Worldwide Lithium demand and supply.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
141
Lithium Demand – Batteries!
BMI: A complete 180 degrees in 5 years! Lithium
batteries dictate the Lithium industry.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
142
Strong Lithium Demand
Strong Lithium demand driven by EVs.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
143
Lithium Demand
Lithium demand fundamentals supported by regulatory
environment shifts and OEM announcements.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
144
Lithium Demand Revised Upwards
Albemarle Lithium demand forecast revised upwards.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
145
Lithium Market Deficit
Macquarie Research: We expect widening Lithium
deficits from 2022.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
146
Lithium Market Balance
BMI: Lithium market balance showing structural deficit
from 2023 onwards.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
147
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.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
148
Growing U.S. Energy Storage
Energy Storage Systems will consume more Lithium
batteries’ capacity than electric cars in the future.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
149
Energy Storage Systems
Solar & Wind
Energy Storage Systems will consume more Lithium
batteries’ capacity than electric cars in the future.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
150
Energy Storage Systems
Solar & Wind
Energy Storage Systems will consume more Lithium
batteries’ capacity than electric cars in the future.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
151
Energy Storage Systems
Tesla: Goal One – 100% electric transportation requires
100X growth.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
152
Energy Storage Systems
Tesla: 100% renewable energy requires 1600X growth.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
153
Tesla Giant Battery
Tesla deployed the largest Lithium battery plant in
Australia.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
154
Energy Security - It Is Not About Oil Anymore
Tesla’s Lithium supply chain goes all around the globe
and back to China now.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
155
Energy Security - It Is Not About Oil Anymore
Tesla’s Lithium supply chain goes all around the globe
and back to China now.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
156
Tesla Goes Lithium Upstream
Lithium batteries is totally reliant on steady raw
materials supply.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
157
The Real Lithium Scare.
You can’t get secure
supply of battery grade Lithium.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
158
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.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
159
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?
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
160
Smart Money
Controls Bottlenecks
Energy Security. Electrification. Disruption of $12T Energy
and Transportation depends on $4B Lithium market.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
161
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.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
162
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.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
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.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
164
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.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
165
How To Cross Digital Divide And
Finance Tesla rEVolution?
Lithium industry was starving, now the best Lithium
companies can get Capital.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
166
Battery Metals Investments
The metal needed to support a 2-degree trajectory
would require over $1T investments.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
167
We Need Real Things To Build
Other Things
Markets are broken.
How to transfer Capital directly to enterprises?
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
168
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 GEM Royalty TNR Gold
Lithium June 2021
169
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.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
170
China’s Lithium Giant
Ganfeng Lithium has expanded globally.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
171
China’s Lithium Giant
Ganfeng Lithium: Access to secure, high-quality supply
of Lithium raw materials.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
172
China’s Lithium Giant
Ganfeng Lithium: Worldwide operations.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
173
China’s Lithium Giant
Ganfeng Lithium upstream resources.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
174
Ganfeng Lithium Customers
Ganfeng Lithium supplies Tesla, Volkswagen and BMW.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
175
Ganfeng Tesla Supply Deal
Ganfeng made Lithium supply deal with Tesla.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
176
Ganfeng Volkswagen Deal
Ganfeng made Lithium supply deal with Volkswagen.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
177
Ganfeng BMW Supply Deal
Ganfeng made Lithium supply deal with BMW.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
178
Ganfeng Scale & Staying Power
Ganfeng reaffirmed commitment to Argentina in 2021.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
179
Ganfeng Scale & Staying Power
Ganfeng Lithium reaffirmed commitment to Argentina in
2021.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
180
Mariana Lithium JV
Ganfeng Lithium Operator
Ganfeng Lithium brings the capital and technology to extract
and process Lithium for an established and growing market.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
181
Mariana Lithium, Argentina
Mariana Lithium Project - Ganfeng JV in Argentina.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
182
Mariana Lithium, Argentina
Mariana Lithium Project - Ganfeng JV in Argentina.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
183
TNR Gold Mariana Lithium Royalty Holding
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
184
The Green Energy Metals
Royalty & Gold Company.
TNR Gold Corp.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
185
GEM Royalty Co.
TNR Gold Corp. (TSXV: TNR)
The Green Energy Metals Royalty & Gold Company.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
186
GEM Royalty Co.
TNR Gold Corp. (TSXV: TNR)
The Green Energy Metals Royalty & Gold Company.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
187
TNR Gold Business Model
We do not have to contribute any capital to the
development of Mariana Lithium.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
188
TNR Gold Corp. Global Assets
TNR Gold Corp. Current Holdings.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
189
Mariana Lithium, Argentina
Mariana Lithium PEA released December 2018.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
190
Mariana Lithium, Argentina
Ganfeng Lithium is the Operator.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
191
Mariana Lithium Royalty
TNR Gold reports on Mariana Lithium Royalty Holding.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
192
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
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
193
Mariana Lithium Royalty
TNR Gold reports on Mariana Lithium Royalty Holding.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
194
Mariana Lithium Royalty
TNR Gold reports on Mariana Lithium Royalty Holding.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
195
Mariana Lithium Royalty
TNR Gold reports on Mariana Lithium Royalty Holding.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
196
Mariana Lithium Royalty
TNR Gold reports on Mariana Lithium Royalty Holding.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
197
Mariana Lithium Royalty
TNR Gold reports on Mariana Lithium Royalty Holding.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
198
Mariana Lithium Royalty
TNR Gold reports on Mariana Lithium Royalty Holding.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
199
Mariana Lithium Royalty
TNR Gold reports on Mariana Lithium Royalty Holding.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
200
Mariana Lithium Royalty
TNR Gold reports on Mariana Lithium Royalty Holding.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
201
Mariana Lithium Royalty
TNR Gold reports on Mariana Lithium Royalty Holding.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
202
Mariana Lithium Royalty
Mariana Lithium, Ganfeng Lithium 2020 Interim Report.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
203
Mariana Lithium Royalty
Mariana Lithium, Ganfeng Lithium 2020 Annual Report.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
204
Mariana Lithium Royalty
Mariana Lithium, Argentina, Ganfeng Lithium JV.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
205
Mariana Lithium Royalty
Mariana Lithium, Ganfeng Lithium 2020 Annual Report.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
206
Mariana Lithium Royalty
Mariana Lithium, Ganfeng Lithium proposed budget
2021: US $25M.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
207
Mariana Lithium Royalty
Mariana Lithium, Ganfeng Lithium Plan of Activities for
2021.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
208
Mariana Lithium Royalty
Mariana Lithium, Environmental Impact Report.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
209
Ganfeng To Invest US$600M
TNR Gold NSR Royalty Holding: Ganfeng to invest
US$600M in Mariana Lithium.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
210
Ganfeng To Invest US$600M
TNR Gold Royalty: Ganfeng plans to double PEA Est.
production to 20K T/Y LCE at Mariana Lithium.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
211
Lithium & ESG
Producing Lithium with Solar Energy and Minimal Fresh
Water Use.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
212
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
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
213
Thank you!
Energy rEVolution.
The World Just Before The INTERNET.
Contact k.klip@btinternet.com
Visit www.kirillklip.blogspot.com
Follow on Twitter @kirillklip
Kirill Klip GEM Royalty TNR Gold
Lithium June 2021
214

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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 Lithium June 2021 1
  • 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 Lithium June 2021 2
  • 3. Back Into The Future The future is already here, not everybody can see it yet, but megatrends are manifesting themselves. rEVolution. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 3
  • 4. The Green Energy Metals Royalty Co. TNR Gold Corp. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 4
  • 5. Ganfeng To Invest US$600M TNR Gold NSR Royalty Holding: Ganfeng to invest US$600M in Mariana Lithium. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 5
  • 6. Ganfeng To Invest US$600M TNR Gold Royalty: Ganfeng plans to double PEA Est. production to 20K T/Y LCE at Mariana Lithium. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 6
  • 7. Legal Disclaimer All information about Ganfeng Lithium and International Lithium Corp. presented using publicly available data. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 7
  • 8. Legal Disclaimer For The US Please read legal disclaimers. There is no investment advice in this presentation. Always consult your qualified financial adviser. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 8
  • 9. Clean Air Kirill Klip GEM Royalty TNR Gold Lithium June 2021 9
  • 10. DIEselGate Kirill Klip GEM Royalty TNR Gold Lithium June 2021 10
  • 11. Electric Cars: Safety & Personal Freedom Electric Cars provide health safety, personal freedom and reduce carbon footprint. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 11
  • 12. Electric Cars Are Cleaner Than ICE By 2019, lifecycle EV emissions were around 3 times lower than ICE conventional car. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 12
  • 13. Electric Cars Are Cleaner Than ICE Lifecycle greenhouse gas emissions: ICE conventional vs. Tesla (US battery). Kirill Klip GEM Royalty TNR Gold Lithium June 2021 13
  • 14. Electric Cars Are Cleaner Than ICE CleanTechnica: Tesla Model 3 lifetime emissions are 65% less than Mercedes C class. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 14
  • 15. Energy rEVolution The World Just Before The INTERNET “Maximum Plaid” of Tesla Roadster: Elon Musk has demonstrated the potential of Electric Cars. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 15
  • 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. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 16
  • 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. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 17
  • 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. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 18
  • 19. Oil Used To Be Very Big Tesla’s market cap overtakes Exxon in June 2020. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 19
  • 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. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 20
  • 21. Tesla Model S Before we had the best Electric Cars & affordable EVs. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 21
  • 22. Tesla Model 3 Before we had the best Electric Cars & affordable EVs. Now we have the first best & more affordable Electric Car. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 22
  • 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. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 23
  • 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. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 24
  • 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. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 25
  • 26. Tesla 2018 Tesla becomes “Real Car Company”. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 26
  • 27. Tesla 2020 Tesla becomes “Real Car Company”. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 27
  • 28. Tesla 2021 Tesla Vehicles Deliveries Q1 2021. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 28
  • 29. Tesla 2021 Tesla Vehicles Deliveries Q1 2021. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 29
  • 30. Tesla Best-Selling Luxury Cars U.S. luxury vehicles sales. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 30
  • 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. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 31
  • 32. All Legacy Autos Were Behind The pandemic crisis hit legacy autos drowning in debt very hard, they were not EV ready. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 32
  • 33. Elon Musk And Bitcoin Elon Musk and Bitcoin have found each other… Kirill Klip GEM Royalty TNR Gold Lithium June 2021 33
  • 34. All Legacy Autos Are Still Behind All legacy automakers are still behind Tesla, but… Kirill Klip GEM Royalty TNR Gold Lithium June 2021 34
  • 35. Elon Musk And Bitcoin Elon Musk and Bitcoin have found each other… Kirill Klip GEM Royalty TNR Gold Lithium June 2021 35
  • 36. Elon Musk And Bitcoin Elon Musk and Bitcoin have found each other… Kirill Klip GEM Royalty TNR Gold Lithium June 2021 36
  • 37. Elon Musk And Bitcoin Elon Musk and Bitcoin have found each other… Kirill Klip GEM Royalty TNR Gold Lithium June 2021 37
  • 38. Tesla And Competition Tesla better concentrate on EVs production execution to justify its valuation. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 38
  • 39. Tesla And Competition Tesla better concentrate on EVs production execution to justify its valuation. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 39
  • 40. Tesla And Competition Tesla better concentrate on EVs production execution to justify its valuation. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 40
  • 41. Tesla And Competition Tesla better concentrate on EVs production execution to justify its valuation. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 41
  • 42. Tesla Semi Tesla Semi is testing new limits for Electric Cars technology. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 42
  • 43. Cheaper Lithium Batteries Change Everything Advanced materials are the base of Energy rEVolution. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 43
  • 44. Cheaper Lithium Batteries Change Everything Advanced materials are the base of Energy rEVolution. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 44
  • 45. Cheaper Lithium Batteries Change Everything Advanced materials are the base of Energy rEVolution. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 45
  • 46. Cheaper Lithium Batteries Change Everything Advanced materials are the base of Energy rEVolution. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 46
  • 47. Cheaper Lithium Batteries Change Everything Advanced materials are the base of Energy rEVolution. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 47
  • 48. Total Cost Of Ownership Is Lower With EVs CleanTechnica: Large auto leasing company - Electric Cars have mostly lower total cost In Europe. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 48
  • 49. Maintenance Is Lower With EVs CleanTechnica: Electric Cars repair and maintenance cost is 50% lower than ICE cars. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 49
  • 50. Maintenance Is Lower With EVs Energy.gov: Electric Cars maintenance cost is lower than ICE cars. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 50
  • 51. EV & ICE Car Cost Parity We are closing on EV & ICE car cost parity. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 51
  • 52. EV & ICE Cost Parity T&E: EVs will be cheaper than fossil-fuel vehicles in Europe by 2025-2027. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 52
  • 53. Tesla Battery Day Tesla: We are closing on EV & ICE car cost parity. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 53
  • 54. Tesla Battery Day Tesla: We are closing on EV & ICE car cost parity. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 54
  • 55. EV & ICE Car Cost Parity Tesla: We are closing on EV & ICE car cost parity. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 55
  • 56. Tesla Ahead Of The Curve Catalyst: Elon Musk talked about Lithium cells cost below $100 per kWh and for battery packs in 2020. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 56
  • 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. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 57
  • 58. The End Of The ICE Age Tesla $25,000 Electric Car. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 58
  • 59. The End Of The ICE Age Tesla $25,000 Electric Car. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 59
  • 60. Mass Volume Production Lithium batteries mass volume production $100/kWh Tipping Point. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 60
  • 61. Tesla Energy rEVolution Tesla’s rEVolution contribution. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 61
  • 62. Tesla Energy rEVolution Electric Cars are coming much faster than a lot of people are anticipating it. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 62
  • 63. Tesla Energy rEVolution Electric Cars are coming much faster than a lot of people are anticipating it. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 63
  • 64. The Switch: Mass Market For EVs Now all automakers are rushing to catch up with Tesla. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 64
  • 65. The Switch: Mass Market For EVs Now all automakers are rushing to catch up with Tesla. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 65
  • 66. BNEF EV Outlook 2020 BNEF: 500 EV models will be available globally by 2022. Kirill Klip GEM Royalty TNR Gold Lithium May 2021 66
  • 67. The Switch: The End Of The ICE Age China’s ICE engines passenger vehicles sales collapsed. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 67
  • 68. The Switch Flipped Electric Cars are forecast to account for all the growth in passenger vehicles sales from 2023. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 68
  • 69. Mercedes Kills ICE Engines Daimler stops developing new generations of ICE engines and will concentrate on electric powertrains. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 69
  • 70. The Switch Flipped Global sales of traditional fuel-powered cars and trucks may have already peaked. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 70
  • 71. The Switch Flipped EV sales to grow on price parity, new models. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 71
  • 72. Electric Surge DIEsel is being eclipsed by Electric Cars in Europe. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 72
  • 73. Global Electric Vehicles Sales BNEF: EV sales are surging. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 73
  • 74. The Time To Sell A Million EVs The time to sell a million EVs is shortening. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 74
  • 75. Global Electric Vehicles Sales Canalys: 3.1 million EVs were sold in 2020, 4,7% of new passenger cars. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 75
  • 76. Global Electric Vehicles Sales EV Volumes: 3.24 million Plug-In Vehicles were sold in 2020, 4,2% of new light vehicles. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 76
  • 77. Global Electric Vehicles Fleet Cumulative global passenger EV sales – 10.2M sold by 2021. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 77
  • 78. Global Electric Vehicles Fleet Cumulative global passenger EV sales – 10.2M sold by 2021. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 78
  • 79. Norway Electric Cars Sales Electric Cars sales in Norway. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 79
  • 80. U.S. Electric Cars Sales U.S. EV share of new vehicles sales. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 80
  • 81. U.S. Electric Cars Sales 2021 U.S. EV sales to increase 70% over 2020. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 81
  • 82. The Switch: Mass Market For EVs BNEF: Global EV fleet by segment and market. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 82
  • 83. The Switch: Mass Market For EVs BNEF: Total cost of ownership of light commercial vehicle. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 83
  • 84. The Switch: Mass Market For EVs BNEF: Global passenger vehicles outlook by drivetrain. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 84
  • 85. The Switch: Mass Market For EVs BNEF: EV share of new passenger vehicles sales outlook by market. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 85
  • 86. The Switch: Mass Market For EVs BNEF: Global passenger vehicle fleet outlook by drivetrain. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 86
  • 87. The Switch: Mass Market For EVs BNEF: Share of zero-emission vehicles sales by segment. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 87
  • 88. The Switch: Mass Market For EVs BNEF: Global commercial vehicle sales outlook by drivetrain and segment. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 88
  • 89. The Switch: Mass Market For EVs BNEF: EV share of global new vehicle sales by segment. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 89
  • 90. The Switch: Mass Market For EVs BNEF: Number of EVs on the road. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 90
  • 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. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 91
  • 92. China Bets On Electric Cars Projected percent composition of passenger vehicles in China over the next two decades. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 92
  • 93. China Electric Cars Acceptance About one-third of all car sales in Shanghai are EVs. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 93
  • 94. China Electric Cars Sales China: All-electric vehicles sales and market share in Q1 2021. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 94
  • 95. China Electric Cars Sales Canalys: China passenger car sales estimates. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 95
  • 96. Tesla Comes To China Shanghai welcomes Elon Musk and Tesla Gigafactory 3. Transfer of technology is unavoidable. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 96
  • 97. Tesla Gigafactory 3, China Tesla’s $2B China Gigafactory covers the size of 121 football pitches, aimed to make 3k EVs a week. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 97
  • 98. Tesla Gigafactory 3, China Tesla’s $2B China Gigafactory: “machine is building machines”, reached 8k EVs a week capacity in 2020. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 98
  • 99. Tesla Gigafactory 4, Germany Germany welcomes Tesla Gigafactory 4! Kirill Klip GEM Royalty TNR Gold Lithium June 2021 99
  • 100. Tesla Gigafactory 4, Germany Tesla comes to the motherland of the iconic legacy automakers and will keep them on their toes. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 100
  • 101. Tesla Gigafactory 5, Texas! Tesla selects Texas as location for its Cybertruck Gigafactory 5. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 101
  • 102. Rivian New players are coming in. Rivian is backed by Amazon and Ford. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 102
  • 103. Hummer GM launches Electric Hummer. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 103
  • 104. Ford F-150 Electric Ford launches Electric F-150 Lightning. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 104
  • 105. Tesla Energy rEVolution We must stop burning oil. Solar and Wind. Electricity. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 105
  • 106. Clean Energy Is Getting Cheaper All-in cost for clean energy is getting much cheaper than coal and gas. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 106
  • 107. Clean Energy Is Getting Cheaper All-in cost for clean energy is getting much cheaper than coal and gas. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 107
  • 108. Green Energy: Clean Equals Cheap All-in cost for clean energy plus storage is getting cheaper. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 108
  • 109. Lithium Batteries Boom Demand for Lithium batteries is forecast to surge. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 109
  • 110. China Is The Centre Of The Lithium Universe. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 110
  • 111. The Lithium Universe TNR Gold NSR Royalty on Mariana Lithium Ganfeng JV. Wormholes: Entry Into The Lithium Universe – China. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 111
  • 112. The Green Energy Metals Royalty Co. TNR Gold Corp. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 112
  • 113. Ganfeng Lithium Is The Largest Integrated Lithium Producer In China Company is trading on Shenzhen Exchange with capitalization of approximately USD $25 Billion. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 113
  • 114. Ganfeng Lithium Is The Largest Integrated Lithium Producer In China Company is trading on Shenzhen Exchange with capitalization of approximately USD $25 Billion. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 114
  • 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. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 115
  • 116. Ganfeng To Invest US$600M TNR Gold NSR Royalty Holding: Ganfeng to invest US$600M in Mariana Lithium. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 116
  • 117. Ganfeng To Invest US$600M TNR Gold Royalty: Ganfeng plans to double PEA Est. production to 20K T/Y LCE at Mariana Lithium. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 117
  • 118. TNR Gold Holds NSR Royalty on Mariana Lithium, Argentina. Ganfeng Lithium JV Operator 118 Kirill Klip GEM Royalty TNR Gold Lithium June 2021
  • 119. The Global Battery Arms Race BMI: Rise of the EV battery Megafactories. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 119
  • 120. Battery Metals Demand BMI: What 200 Gigafactories would mean for raw material demand. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 120
  • 121. Battery Metals Boom Rising EV demand supercharges demand forecast for a group of metals. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 121
  • 122. The Global Battery Arms Race BMI: China surges ahead again. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 122
  • 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? Kirill Klip GEM Royalty TNR Gold Lithium June 2021 123
  • 124. Lithium Supply Chain China today exerts vast control over every step of the supply chain. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 124
  • 125. Lithium Supply Chain Where does China’s dominance lie in the Lithium supply chain? Kirill Klip GEM Royalty TNR Gold Lithium June 2021 125
  • 126. Lithium Supply Chain China today exerts vast control over every step of the supply chain. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 126
  • 127. The Lithium Story BMI: The story of the Lithium-ion battery through the lens of Lithium carbonate prices. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 127
  • 128. Lithium Wild Ride The battery metal has rebounded from an extended slump. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 128
  • 129. China Leads Lithium Market Lithium Carbonate vs Hydroxide China and Asia import markets. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 129
  • 130. Global Lithium Supply and Demand Global Lithium supply and demand forecast. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 130
  • 131. Lithium Carbonate Use Lithium carbonate use for various devices. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 131
  • 132. Global Lithium Supply Elon Musk: Hard? Or Easy? Kirill Klip GEM Royalty TNR Gold Lithium June 2021 132
  • 133. Lithium Production All Lithium industry produced just 369,000 T/y LCE in 2020. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 133
  • 134. Lithium Mining Delays Lithium mining and conversion are very complex even if capital is available. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 134
  • 135. Lithium Supply Lithium projects are costly and time-consuming to bring online. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 135
  • 136. Lithium Supply Lithium batteries is totally reliant on steady raw materials supply. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 136
  • 137. Lithium Supply Chains Lithium supply chains are complicated and need billions in investment. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 137
  • 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. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 138
  • 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. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 139
  • 140. Lithium Boom Electric vehicle rEVolution will fuel global demand for Lithium. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 140
  • 141. Lithium Most Wanted Worldwide Lithium demand and supply. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 141
  • 142. Lithium Demand – Batteries! BMI: A complete 180 degrees in 5 years! Lithium batteries dictate the Lithium industry. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 142
  • 143. Strong Lithium Demand Strong Lithium demand driven by EVs. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 143
  • 144. Lithium Demand Lithium demand fundamentals supported by regulatory environment shifts and OEM announcements. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 144
  • 145. Lithium Demand Revised Upwards Albemarle Lithium demand forecast revised upwards. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 145
  • 146. Lithium Market Deficit Macquarie Research: We expect widening Lithium deficits from 2022. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 146
  • 147. Lithium Market Balance BMI: Lithium market balance showing structural deficit from 2023 onwards. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 147
  • 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. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 148
  • 149. Growing U.S. Energy Storage Energy Storage Systems will consume more Lithium batteries’ capacity than electric cars in the future. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 149
  • 150. Energy Storage Systems Solar & Wind Energy Storage Systems will consume more Lithium batteries’ capacity than electric cars in the future. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 150
  • 151. Energy Storage Systems Solar & Wind Energy Storage Systems will consume more Lithium batteries’ capacity than electric cars in the future. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 151
  • 152. Energy Storage Systems Tesla: Goal One – 100% electric transportation requires 100X growth. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 152
  • 153. Energy Storage Systems Tesla: 100% renewable energy requires 1600X growth. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 153
  • 154. Tesla Giant Battery Tesla deployed the largest Lithium battery plant in Australia. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 154
  • 155. Energy Security - It Is Not About Oil Anymore Tesla’s Lithium supply chain goes all around the globe and back to China now. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 155
  • 156. Energy Security - It Is Not About Oil Anymore Tesla’s Lithium supply chain goes all around the globe and back to China now. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 156
  • 157. Tesla Goes Lithium Upstream Lithium batteries is totally reliant on steady raw materials supply. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 157
  • 158. The Real Lithium Scare. You can’t get secure supply of battery grade Lithium. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 158
  • 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. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 159
  • 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? Kirill Klip GEM Royalty TNR Gold Lithium June 2021 160
  • 161. Smart Money Controls Bottlenecks Energy Security. Electrification. Disruption of $12T Energy and Transportation depends on $4B Lithium market. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 161
  • 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. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 162
  • 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. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 163
  • 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. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 164
  • 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. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 165
  • 166. How To Cross Digital Divide And Finance Tesla rEVolution? Lithium industry was starving, now the best Lithium companies can get Capital. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 166
  • 167. Battery Metals Investments The metal needed to support a 2-degree trajectory would require over $1T investments. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 167
  • 168. We Need Real Things To Build Other Things Markets are broken. How to transfer Capital directly to enterprises? Kirill Klip GEM Royalty TNR Gold Lithium June 2021 168
  • 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 Kirill Klip GEM Royalty TNR Gold Lithium June 2021 169
  • 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. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 170
  • 171. China’s Lithium Giant Ganfeng Lithium has expanded globally. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 171
  • 172. China’s Lithium Giant Ganfeng Lithium: Access to secure, high-quality supply of Lithium raw materials. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 172
  • 173. China’s Lithium Giant Ganfeng Lithium: Worldwide operations. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 173
  • 174. China’s Lithium Giant Ganfeng Lithium upstream resources. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 174
  • 175. Ganfeng Lithium Customers Ganfeng Lithium supplies Tesla, Volkswagen and BMW. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 175
  • 176. Ganfeng Tesla Supply Deal Ganfeng made Lithium supply deal with Tesla. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 176
  • 177. Ganfeng Volkswagen Deal Ganfeng made Lithium supply deal with Volkswagen. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 177
  • 178. Ganfeng BMW Supply Deal Ganfeng made Lithium supply deal with BMW. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 178
  • 179. Ganfeng Scale & Staying Power Ganfeng reaffirmed commitment to Argentina in 2021. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 179
  • 180. Ganfeng Scale & Staying Power Ganfeng Lithium reaffirmed commitment to Argentina in 2021. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 180
  • 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. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 181
  • 182. Mariana Lithium, Argentina Mariana Lithium Project - Ganfeng JV in Argentina. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 182
  • 183. Mariana Lithium, Argentina Mariana Lithium Project - Ganfeng JV in Argentina. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 183
  • 184. TNR Gold Mariana Lithium Royalty Holding Kirill Klip GEM Royalty TNR Gold Lithium June 2021 184
  • 185. The Green Energy Metals Royalty & Gold Company. TNR Gold Corp. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 185
  • 186. GEM Royalty Co. TNR Gold Corp. (TSXV: TNR) The Green Energy Metals Royalty & Gold Company. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 186
  • 187. GEM Royalty Co. TNR Gold Corp. (TSXV: TNR) The Green Energy Metals Royalty & Gold Company. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 187
  • 188. TNR Gold Business Model We do not have to contribute any capital to the development of Mariana Lithium. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 188
  • 189. TNR Gold Corp. Global Assets TNR Gold Corp. Current Holdings. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 189
  • 190. Mariana Lithium, Argentina Mariana Lithium PEA released December 2018. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 190
  • 191. Mariana Lithium, Argentina Ganfeng Lithium is the Operator. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 191
  • 192. Mariana Lithium Royalty TNR Gold reports on Mariana Lithium Royalty Holding. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 192
  • 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 Kirill Klip GEM Royalty TNR Gold Lithium June 2021 193
  • 194. Mariana Lithium Royalty TNR Gold reports on Mariana Lithium Royalty Holding. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 194
  • 195. Mariana Lithium Royalty TNR Gold reports on Mariana Lithium Royalty Holding. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 195
  • 196. Mariana Lithium Royalty TNR Gold reports on Mariana Lithium Royalty Holding. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 196
  • 197. Mariana Lithium Royalty TNR Gold reports on Mariana Lithium Royalty Holding. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 197
  • 198. Mariana Lithium Royalty TNR Gold reports on Mariana Lithium Royalty Holding. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 198
  • 199. Mariana Lithium Royalty TNR Gold reports on Mariana Lithium Royalty Holding. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 199
  • 200. Mariana Lithium Royalty TNR Gold reports on Mariana Lithium Royalty Holding. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 200
  • 201. Mariana Lithium Royalty TNR Gold reports on Mariana Lithium Royalty Holding. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 201
  • 202. Mariana Lithium Royalty TNR Gold reports on Mariana Lithium Royalty Holding. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 202
  • 203. Mariana Lithium Royalty Mariana Lithium, Ganfeng Lithium 2020 Interim Report. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 203
  • 204. Mariana Lithium Royalty Mariana Lithium, Ganfeng Lithium 2020 Annual Report. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 204
  • 205. Mariana Lithium Royalty Mariana Lithium, Argentina, Ganfeng Lithium JV. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 205
  • 206. Mariana Lithium Royalty Mariana Lithium, Ganfeng Lithium 2020 Annual Report. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 206
  • 207. Mariana Lithium Royalty Mariana Lithium, Ganfeng Lithium proposed budget 2021: US $25M. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 207
  • 208. Mariana Lithium Royalty Mariana Lithium, Ganfeng Lithium Plan of Activities for 2021. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 208
  • 209. Mariana Lithium Royalty Mariana Lithium, Environmental Impact Report. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 209
  • 210. Ganfeng To Invest US$600M TNR Gold NSR Royalty Holding: Ganfeng to invest US$600M in Mariana Lithium. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 210
  • 211. Ganfeng To Invest US$600M TNR Gold Royalty: Ganfeng plans to double PEA Est. production to 20K T/Y LCE at Mariana Lithium. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 211
  • 212. Lithium & ESG Producing Lithium with Solar Energy and Minimal Fresh Water Use. Kirill Klip GEM Royalty TNR Gold Lithium June 2021 212
  • 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 Kirill Klip GEM Royalty TNR Gold Lithium June 2021 213
  • 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 Kirill Klip GEM Royalty TNR Gold Lithium June 2021 214