Kirill Klip GEM Royalty TNR Gold Lithium Presentation January 2019

Back Into The Future
Lithium Will Power Us For The Next 50 Years
And Then Robots
Kirill Klip GEM Royalty TNR Gold
Lithium January 2019
1

Legal Disclaimer.
All information about International Lithium Corp.
presented from publicly available data.
2

Legal Disclaimer for the US.
Please read legal disclaimers. There is no investment advice in this
presentation. Always consult your qualified financial adviser.
3

Energy rEVolution
The World Just Before The INTERNET
“Maximum Plaid” of Tesla Roadster: Elon Musk has
demonstrated the potential of Electric Cars.
4

Tesla Model 3
Before we had the best Electric Cars and affordable EVs.
Now we have the first best and affordable Electric Car.
5

Tesla’s Unfathomable Launch
Elon Musk promised to ramp up Model 3 to 10k a week
and build 500k of all models in 2018.
6

Tesla 2018
Tesla becomes “Real Car Company”
7

Cheaper Lithium Batteries Change
Everything
Advanced materials are the base of Energy rEVolution.
8

Tesla Ahead Of The Curve
Catalyst: Elon Musk talks about lithium cells cost below
100 per kWh by 2019 and for battery packs by 2020.
9

Tesla Energy rEVolution
Electric Cars are coming faster than a lot of people are
anticipating it.
10

A Record December 2018
Global monthly EV sales.
11

Electric Vehicles Sales
Global Electric Cars fleet and sales.
12

The Time To Sell A Million EVs
The time to sell a million EVs is shortening.
13

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.
14

China EVs Sales
China is the global leader in sales of EVs.
15

China Electric Cars Sales
China electric cars sales up 83% y-o-y.
16

Tesla Comes To China
Shanghai welcomes Elon Musk and Tesla Gigafactory 3.
Transfer of technology is unavoidable.
17

Tesla Energy rEVolution
We must stop burning oil. Solar and Wind. Electricity.
18

Green Energy: Clean Equals Cheap
Catalyst: Solar and Wind Energy becomes cheaper than
coal and gas.
19

China Is The Centre Of
The Lithium Universe.
20

The Lithium Universe
TNR Gold Royalty on Mariana Lithium.
Wormholes: Entry Into The Lithium Universe – China.
21

The Green Energy Metals Royalty Co.
TNR Gold Corp.
22

TNR Gold Holds
Royalty on
Mariana Lithium,
Argentina.
23

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.
24

Ganfeng Lithium Is The Largest
Integrated Lithium Producer In China
Company is trading on Shenzhen Exchange with
capitalization of approximately USD $4 Billion.
25

China Is The Centre Of The Lithium
Universe
It is not only Tesla Gigafactory: early 2018 - 30 Lithium
Batteries Megafactories are rising all across the globe.
26

China Is The Centre Of The Lithium
Universe
It is not only Tesla Gigafactory: early 2019 – 68 Lithium
Batteries Megafactories are rising all across the globe.
27

The End of The ICE Age &
OIL Domination.
For centuries we have been burning things just to get some energy.
It has been mostly OIL for the last 100 years.
Not Any More.
We do not have to burn things.
Electricity is the most efficient form of Energy known to humans.
And now we can Store It and USE IT When We Want.
Cheap Lithium Batteries Change Everything.
28

China’s State Grid Is
Getting Ready For 100
Million Electric Cars By
2030
Can We Reach 200 Million EVs Globally By That Time?
29

Beyond The Tesla Gigafactory
CATL already sells the most lithium batteries to the
biggest EVs makers in the biggest EVs market: China.
30

China Targets Sevenfold EVs Sales
Increase By 2025
The new assemble lines will make CATL world’s largest
EVs Lithium Battery Maker.
31

UBS Lithium Demand Forecast
Over 1,000,000 T LCE/Y 2026
“SQM would be able to produce up to 216,000 T Lithium
LCE a year through 2025.” Reuters.
32

Dr. David Deak
Former SDE Of Tesla Motors Inc.
To Electrify The World’s Fleet of Vehicles By 2050
Lithium Production Needs To Average 3.1 Million T LCE for 20 Years.
33

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.
34

100M T Lithium LCE
Needed by 2050
100M T Lithium LCE needed ONLY for All New Cars being Electric.
The Economist: 1.8 B Electric Cars by 2040.
35

Energy Storage Systems
Solar & Wind.
Energy Storage Systems Will Consume More Lithium
Batteries’ Capacity Than Electric Cars in the Future.
36

Battery Blastoff
Demand for energy storage is forecast to rise
as prices fall.
37

Energy Security - It Is Not About Oil Anymore
Tesla’s Lithium supply chain goes all around the globe
and back to China now.
38

The Real Lithium Scare.
You Can’t Get It.
39

Security
Of Lithium Supply.
• We are Here now: The Price of Lithium is the second
thought after you have got some Secure Supply.
• The Future: The Price of Lithium and its Amount
Somewhere are not important if You Can’t Get It.
• Scene One: China is diverting Supply of Lithium
Chemicals for Batteries to Their Own Producers.
• Scene Two: Australia, Chile, Argentina, Canada
and Others Prohibit The Export of Any Battery Grade
Chemicals other than In Lithium Batteries.
• I will leave this stimulating process of thinking to all
interested parties.
40

Disruption Of $12T Industries:
Energy And Transportation.
• Disruption of $12 Trillion Industries: $8 T Energy & $4 T
Transportation is based on $3 B Lithium Market by
sales in 2018.
• Money flow in Security of Lithium Supply will expand
this market by price first and by volume after it.
• Investments are lacking the Big Picture – Price
Shocks Are Imminent.
• M&A will redistribute the existing production first
(SQM) and near-future supply development second
(Lithium Americas and Lithium X).
• Tesla Energy rEVolution – All Known Reserves of
Lithium will be produced.
41

Smart Money
Controls Bottlenecks
Energy Security. Electrification. Disruption of $12T Energy
and Transportation depends on $3B Lithium market.
42

China New Energy Plan
State-level Approach
China is making another “leap forward” straight into the
Post Carbon Economy: Solar, Wind and Electric Cars.
43

Will China Build Green Energy
Future For Us?
Lithium industry: learning Mandarin - all miners are praying for
deals with China. Now we all can start praying for mercy.
44

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.
45

We Need Real Things To Build
Other Things
Seems reasonable? But Markets are broken.
How to transfer Capital directly to enterprises?
46

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
47

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.
48

China’s Lithium Giant
Ganfeng Lithium has expanded globally.
49

China’s Champion
Ganfeng Lithium has quickly grown its share of the
market.
50

Ganfeng Tesla Supply Deal
Ganfeng made lithium supply deals with Tesla
for 3 years and with BMW for 5 years in 2018.
51

Mariana Lithium, Argentina
Mariana Lithium project in Argentina.
52

Resources Estimate (NI 43-101 Technical Report) filed in
April 2017.
53

Mariana Lithium JV –
Ganfeng Lithium Operator
Ganfeng Lithium brings the capital and technology to extract and process
lithium into high value product and sell that product into an established
and growing market.
54

The Green Energy Metals
Royalty Company & Gold.
TNR Gold Corp.
55

GEM Royalty Co.
TNR Gold Corp. (TSXV: TNR)
Becoming The Green Energy Metals Royalty Company.
56

TNR Gold Corp. Global Assets
TNR Gold Corp. current holdings.
57

Argentina G20 Meeting
Argentina is back in business.
58

Argentina Is Back To Business
Argentina: Building Power House For Tesla Energy
rEVolution.
59

Mariana Lithium PEA released December 2018.
60

Mariana Lithium Royalty
TNR Gold reports on Mariana Lithium Royalty Holding.
61

Mariana Lithium PEA
• 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
62

63

64

GEM Royalty Co. - TNR Gold Corp.
• Becoming The Green Energy Metals Royalty Co.
• Assets with major companies as Operators.
• Green Energy Metals: Copper 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
65

Thank you!
Energy rEVolution.
The World Just Before The INTERNET.
Contact k.klip@btinternet.com
Visit www.kirillklip.blogspot.com
Follow on Twitter @kirillklipKirill Klip GEM Royalty TNR Gold
66

Kirill Klip GEM Royalty TNR Gold Lithium Presentation January 2019

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Kirill Klip GEM Royalty TNR Gold Lithium Presentation January 2019