This presentation looks at raw materials that support energy storage. The presentation looks at the source of raw material as part of the commercialisation process for energy storage

1. CLEAN TECHNOLOGY- RAW
MATERIALS – MARKET -
CANADA - NOVEMBER 2016
BY: PAUL YOUNG, CPA, CGA

2. • This presentation is on perspective on Clean Technology Raw Materials for Canada

3. PAUL YOUNG - PRESENTER
Bio
• CPA/CGA
• 25 years of experience in Academia, Industry and Financial solutions
• Youtube Channel - https://www.youtube.com/channel/UCAArky1bAXPSuV2NLtUnyLg

4. AGENDA
• Energy Storage Market
• Rare Metal Production
• Lithium Production
• Vanadium Production
• Graphite production
• Canada Raw Materials
• Canada Market and Issues

5. ENERGY STORAGE MARKET
• Looking at the entire global energy industry, BNEF’s report sees encouraging signs in the energy storage market, which
inspired expectations of a market valued at $250 billion or more by 2040. In the shorter term, BNEF expects 25 GW of
storage devices to have been deployed over the next 12 years, which, the BNEF analysts pointed out, is about the same
size as today’s rooftop PV industry.
• This is an ambitious forecast, considering that there is less than 1 GW of storage devices operating on world grids
combined today. However, there are some large-scale battery projects currently in development, notably a 100 MW
facility in Long Beach, California, being developed by Edison International.
Source - http://www.pv-magazine.com/news/details/beitrag/energy-storage-market-to-
grow-to-usd250-billion-by-2040_100024952/#axzz4QDY3Q1VX

6. MARKET PRODUCTION – RARE METALS
1. China - Mine Production: 105,000 tons
2. Australia - Mine Production: 10,000 tons
3. United States - Mine Production: 4,100 tons
4. Russia – Russia - Mine Production: 2,500 tons
5. Thailand - Mine Production: 1,100 tons
6. Malaysia - Mine Production: 200 tons

7. LITHIUM PRODUCTION
1. Australia - Mine production: 13,400 MT
2. Chile - Mine production: 12,900 MT
3. Argentina - Mine production: 3,800 MT
4. China - Mine production: 2,200 MT
5. Zimbabwe - Mine production: 900 MT

8. VANADIUM - PRODUCTION
1. China - Mine production - 42,000 MT
2. South Africa - Mine production - 19,000 MT
3. Russia - Mine production - 15,000 MT
4. Brazil – Mine Production – 2,800 MT

9. GRAPHENE - PRODUCTION
1. China - Mine production - 780,000 MT
2. India - Mine production -170,000 MT
3. Brazil - Mine production - 80,000 MT
4. Turkey - Mine production - 32,000 MT
5. Canada - Mine production - 32,000 MT

10. CANADA MINING – CLEAN TECHNOLOGY METALS
• Canadian industry want to secure 20% of global supply by 2018. At the moment China produces some 90% of
the world's rare earths – used in a variety of industries including green technology, defence systems and
consumer electronics – and imposes export quotas. Frontrunners among Canadian juniors racing to build the
country's first rare earth mine include Rare Element Resources (TSE:RES), Avalon Rare Metals (TSE:AVL) and
Quest Rare Minerals (TSX:QRM) while Saskatoon-based Great Western Minerals (CVE:GWG) is
recommissioning the Steenkampskraal mine in South Africa with Chinese backing.
• Canada hosts vanadium deposits in locations such as Manitoba, Ontario and Quebec. Total reserves are
unknown at this time, but plenty of companies are working in the country to develop projects
• Lithium projects – Manitoba, NWT, Ontario and Quebec
• Graphite – New Brunswick

11. CANADA CLEAN TECH MARKETKey Programs
• SDTC
• Trade/FIPA
• Provincial Funds
for Clean
Technology
Market Size /Clean
Technology
• $44B
Market Growth
• 10% or about
$4.4B/year
• Technology evolving
(storage, microgrids,
solar, advance
materials, etc)
Downsize Risk
• Ability to commercialize
• Projects have to be profitable without Government Grants
• Access to raw materials
• Access to skills / Training
• Trade/FIPA Agreements
• The requirement for Carbon (mining to installation)

12. CANADA GOVERNMENT
• The battery technology, which uses liquid electrolyte, offers a handful of advantages
over traditional solid batteries, particularly for grid-scale applications. Producers still
need to bring V2O5 costs down considerably to make the storage solution cost-
competitive, according to NRC.
• While vanadium pentoxide can be mined, produced during steel manufacturing or from
catalysts, ash and other residues, there is currently no primary producer of the
compound in Canada.
• Quebec’s VanadiumCorp Resource Inc. is one example of a Canadian company
developing a production site; it is currently working to secure financing to start
construction on a mine outside Chibougamau, Que. Source -
http://www.canadianmanufacturing.com/environment-and-safety/anti-carbon-tax-
environmental-groups-call-end-fossil-fuel-subsidies-179037/

13. OTHER SOURCES:
• http://www.slideshare.net/paulyoungcga/government-policies-sustainable-development-technology-
corporation-cleantech-canada
• http://www.slideshare.net/paulyoungcga/government-policy-clean-technology-canada-programs-and-
market-information