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Lithium Supply - November 2017

Lithium is one the required elements when it comes to building batter systems either for energy storage or for electrical vehicles.

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Lithium Supply - November 2017

  1. 1. Paul Young CPA, CGA November 26, 2017 Lithium Supply– October 2017
  2. 2. Paul Young - Bio • CPA, CGA • Financial Solutions • SME – Risk Management • SME – Emerging Technology • SME – Business Process Change • SME – Close, Consolidate and Reporting • SME – Public Policy • SME – Financial Solutions • SME – Supply Chain Management Contact information: Paul_Young_CGA@Hotmail.com
  3. 3.  Lithium Reserves by Country  USA suppliers of Lithium  Canada Lithium Mining  Top 5 game changers for Lithium  Canada Clean Technology Market Agenda
  4. 4. Source - https://www.nextbigfuture.com/2017/11/tens-of-billions-on-exploration-and-mines-will-secure-lithium-supplies.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+blogspot%2Fadvancednano+%28nextbigfuture%29 Map of Global Deposits / Lithium
  5. 5. 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
  6. 6. Source - https://www.nextbigfuture.com/2017/10/australia-argentina-chile-and-the-usa-will-be-the-top-suppliers-of- lithium.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+blogspot%2Fadvancednano+%28nextbigfuture%29 USA Lithium Suppliers
  7. 7. Source - http://www.baystreet.ca/stockstowatch/2290/5-Innovative-Companies-In-The-Lithium-Era Five game changing Companies for Lithium • Lithium X • International Battery Materials • Arotech • Orocobre Limited • Galaxy Resources
  8. 8.  Key areas – Ontario – Manitoba – Quebec – Northwest Territories Canada and Lithium Just look at 92 Resources (TSX.V: NTY). Its share price was a star performer last week (up over 175% at one point) on very heavy volume. Speculators were fired-up about some very high-grade, lithium-rich rocks that the company had found in Canada’s Northwest Territories (NWT). The news came more as a vote of confidence for the company’s Hidden Lake project, rather than a complete shock. After all, the northern Canadian property is situated at the heart of an old lithium mining camp from a bygone era — one that’s not far from Yellowknife. (This unheralded rare earth metal was briefly mined for its use in nuclear power plants in the 1950s.) Furthermore, Hidden Lake is known for being a geologically-fertile environment for finding richly- mineralized hard rock sources of lithium. This helps explain why the company found a handful of grab samples (rocks at surface) that have assayed as high as 3.06% lithium oxide, and collectively average 2.54%. These results compare very favourably with the first batch of grab sample results announced by Canada’s most successful lithium explorer/developer — Nemaska Lithium. Long before Nemaska proved-up its CDN $1.9 billion Whabouchi lithium deposit in northern Quebec, it announced 9 grab samples averaging 2.88% lithium oxide.
  9. 9. Canada Clean Tech Market Key Programs • SDTC • Trade/FIPA • Provincial Funds for Clean Technology Market Size /Clean Technology • $50B 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)
  10. 10. Source - https://www.ft.com/content/8342ec6c-5fde-11e7-91a7-502f7ee26895 or http://business.financialpost.com/commodities/energy/lithium-may-be-the-new-oil-but-theres-a-double-whammy-looming-for-the-new-energy-source Environmental Issues / Lithium Tailing Ponds
  11. 11.  https://www.slideshare.net/paulyoungcga/what-is-ceta- comprehensive-economic-and-trade-and-what-does-it-mean-for- canada  https://www.slideshare.net/paulyoungcga/nafta-issues-at-hand-for- canada-mexico-and-united-states  https://www.slideshare.net/paulyoungcga/nafta-commentary-and- analysis-november-19-2016 Additional Sources
  12. 12. Other Clean Tech 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