Kirill Klip GEM Royalty TNR Gold Lithium Presentation

Back into the Future
Lithium Will Power Us for the Next 50 Years
and then Robots
Kirill Klip GEM Royalty TNR Gold
Lithium August 2022
1

Legal Disclaimer
All information about Ganfeng Lithium and International
Lithium Corp. presented using publicly available data.
Lithium August 2022
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Legal Disclaimer for the US
Please read legal disclaimers. There is no investment advice in this
presentation. Always consult your qualified financial adviser.
Lithium August 2022
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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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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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Tesla Optimus
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Tesla Optimus
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Tesla Optimus
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Elon Musk & Lithium
CNBC: “Elon Musk says Tesla may have to get into the
Lithium business because cost are so “insane”.
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The Green Energy Metals Royalty Co.
TNR Gold Corp.
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TNR Gold Holds NSR
Royalty on
Mariana Lithium,
Argentina.
Ganfeng Lithium Operator
11
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Ganfeng to Invest US$600M
TNR Gold NSR Royalty: Ganfeng plans 20K LiCl T/Y over
PEA est. of 10K T/Y LCE at Mariana Lithium.
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Ganfeng will install 150MW Solar Park at
Mariana Lithium. (CGI)
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TNR Gold Corp.
Northstar: TNR Gold Corp.
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Clean Air
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DIEselGate
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Electric Cars: Safety & Personal Freedom
Electric Cars provide health safety, personal freedom
and reduce carbon footprint.
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Electric Cars Are Cleaner Than ICE
By 2019, lifecycle EV emissions were around 3 times
lower than ICE conventional car.
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Lifecycle greenhouse gas emissions: ICE conventional
vs. Tesla (US battery).
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Life Cycle Global Warming Emissions: EVs vs. Gasoline
Cars and Trucks.
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CleanTechnica: Tesla Model 3 lifetime emissions are
65% less than Mercedes C class.
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Energy rEVolution
“Maximum Plaid” of Tesla Roadster: Elon Musk has
demonstrated the potential of Electric Cars.
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Energy rEVolution
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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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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Tesla Model S
Before we had the best Electric Cars & affordable EVs.
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Tesla Model 3
Before we had the best Electric Cars & affordable EVs. Now
we have the first best & more affordable Electric Cars.
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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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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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Tesla 2021
Tesla Vehicles Deliveries 2008 - 2021.
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Tesla 2021
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Tesla 2021
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Tesla 2022
Tesla delivers record-shattering 310,048 cars in Q1 2022.
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Tesla 2022
Inside Climate News: “Tesla Continues to Dominate EV
Sales”.
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Tesla 2022
Tesla delivers 3 million electric cars.
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Tesla 2022
Tesla delivers 254,695 cars in Q2 2022.
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Tesla 2022
Tesla delivers 564,743 cars in H1 2022.
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Tesla 2022
Tesla sales are growing.
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Tesla 2021
Tesla vs. Legacy Automakers.
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Tesla 2021
Tesla vs. Legacy Automakers.
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All Legacy Autos Are Still Behind
All legacy automakers are still behind Tesla.
(Chart by Holger Zschaepitz)
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Tesla’s Vertical Landing
All legacy automakers are still behind Tesla.
(Chart by Holger Zschaepitz)
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Tesla Dumps Bitcoin
CNBC: “Tesla has dumped 75% of its bitcoin holdings”.
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Tesla and Competition
Tesla Team have concentrated on EVs production
execution to justify its valuation.
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Tesla and Competition
Volkswagen accelerates battery EV production.
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Tesla Semi
Tesla Semi is testing new limits for Electric Cars
technology.
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Cheaper Lithium Batteries Change
Everything
Advanced materials are the base of Energy rEVolution.
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Everything
Advanced materials are the base of Energy rEVolution.
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Everything
BNEF: “Estimated cost of VW’s future battery packs”.
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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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with EVs
BNEF: “Light electric vans and trucks are already
competitive in some markets”.
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with EVs
BNEF: “Light electric vans and trucks are already
competitive in some markets”.
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Maintenance Is Lower with EVs
CleanTechnica: Electric Cars repair and maintenance
cost is 50% lower than ICE cars.
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Maintenance Is Lower with EVs
Energy.gov: Electric Cars maintenance cost is lower
than ICE cars.
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Electric Vans Cheaper
T&E: “Electric vans cheaper than DIEsel for all users”
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EV & ICE Car Cost Parity
We are closing on EV & ICE car cost parity.
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EV & ICE Cost Parity
T&E: “EVs will be cheaper than fossil-fuel vehicles in
Europe by 2025-2027”.
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Tesla Battery Day
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Tesla Battery Day
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Tesla Ahead of the Curve
Catalyst: Elon Musk talks about Lithium cells cost &
battery packs below $100 per kWh.
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Tesla Ahead of the Curve
Catalyst: Elon Musk talks about Lithium cells cost &
battery packs below $100 per kWh.
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Lithium Battery Prices
BNEF: “Hit the Brakes”.
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Tesla $25,000 Electric Car.
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Tesla $25,000 Electric Car.
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Tesla Energy rEVolution
Tesla’s rEVolution contribution.
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Electric Cars are coming much faster than a lot of
people are anticipating it.
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Electric Cars are coming much faster than a lot of
people are anticipating it.
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Not Just Tesla Anymore
S&P: “Automakers’ investments in next-generation
vehicles to exceed $500B by 2030”.
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The Switch: Mass Market for EVs
Now all automakers are rushing to catch up with Tesla.
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The Switch: The End of the ICE Age
China’s ICE engines passenger vehicles sales
collapsed.
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The Switch Flipped
Electric Cars are forecast to account for all the growth
in passenger vehicles sales from 2023.
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Mercedes Kills ICE Engines
Daimler stops developing new generations of ICE
engines and will concentrate on electric powertrains.
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The Switch Flipped
Global sales of traditional fuel-powered cars and trucks
may have already peaked.
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The Switch Flipped
EV sales to grow on price parity, new models.
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The Switch Flipped
EV sales to grow on price parity, new models.
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Electric Surge
Bloomberg: “DIEsel is being eclipsed by Electric Cars in
Europe”.
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Global Electric Vehicles Sales
BNEF: EV sales are surging.
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The Time to Sell a Million EVs
The time to sell a million EVs is shortening.
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Statista: “Global Electric Cars Sales 6.6M”.
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BNEF: “Global EV Sales”.
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Global Electric Cars Sales
IEA: “Electric Car registrations and sales share”.
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Global Electric Vehicles Fleet
Cumulative global passenger EV sales – 10.2M sold by
2021, 16.7M sold by 2022.
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Bloomberg: “Passenger EVs sales as a percentage of
total sales, quarterly”.
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Schmidt: “Every ninth new passenger car was a pure
electric model in Western Europe in 2021”.
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EV Connect: “Global EVs Sales”.
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Statista & Forbes: “EVs Market to Hit Ludicrous Mode ”.
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US Funds & BloombergNEF: “Global EV Sales Projected
to Surpass 50 million by 2038”.
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BNEF: “Global passenger EVs sales by drivetrain”.
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BNEF: “Global passenger EVs sales by region”.
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Global Electric Vehicles Fleet
BNEF: “Global EV fleet set to top 25 million this year”.
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IEA: “Electric car sales reached record heights”.
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S&P: “PEV sales forecast to grow 26.0% CAGR”.
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U.S. Electric Cars Sales
U.S. Cumulative Plug-In Vehicles Sales.
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Norway Electric Cars Sales
BNEF: “How Fast Is the Switch to Electric Cars?”
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Electric Cars sales in Norway.
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Electric Cars sales in Norway.
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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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China Bets on Electric Cars
Projected percent composition of passenger vehicles in
China over the next two decades.
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China Electric Cars Acceptance
About one-third of all car sales in Shanghai are EVs.
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China Electric Cars Sales
China: 3.3 million EVs sold in 2021 - up 154% from 1.3
million EVs sold in 2020! (ZoZo Go)
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Global Electric Cars Sales
IEA: “Electric Cars sales more than doubled in China”.
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Tesla Comes to China
Shanghai welcomes Elon Musk and Tesla Gigafactory 3.
Transfer of technology is unavoidable.
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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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Tesla’s $2B China Gigafactory: “machine is building
machines”, reached 8k EVs a week capacity in 2020.
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Tesla’s China Gigafactory: “Machine is building
machines”, prepares 21k EVs a week capacity in 2022.
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Tesla Gigafactory 4, Germany
Germany welcomes Tesla Gigafactory 4!
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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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Tesla Gigafactory 5, Texas!
Tesla selected Texas as location for its Cybertruck
Gigafactory 5.
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Tesla Gigafactory 5, Texas!
Tesla selected Texas as location for its Cybertruck
Gigafactory 5.
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Rivian
New players are coming in. Rivian is backed by
Amazon and Ford.
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Hummer
GM launches Electric Hummer.
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Ford F-150 Electric
Ford launches Electric F-150 Lightning.
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We must stop burning oil. Solar and Wind.
Electricity.
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Green Energy: Clean Equals Cheap
All-in cost for clean energy plus storage is getting
cheaper.
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Lithium Batteries
BNEF: “Clear Leader”.
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Lithium Batteries Boom
Demand for Lithium batteries is forecast to surge.
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EVs & Mining
Mining makes the cars of today and tomorrow possible.
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China Is the Centre of the
Lithium Universe.
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The Lithium Universe
TNR Gold NSR Royalty on Mariana Lithium with Ganfeng.
Wormholes: Entry Into The Lithium Universe – China.
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The Green Energy Metals Royalty Co.
TNR Gold Corp.
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Ganfeng Lithium is the Largest
Integrated Lithium Producer in China
Ganfeng Lithium: “Focus, Innovation, Sustainability”.
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Ganfeng Lithium: “China’s Largest Lithium Compounds
Producer”.
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Producer”.
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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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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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TNR Gold Holds NSR
Royalty on
Mariana Lithium,
Argentina.
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Battery Metals Demand
BMI: “What 200 Gigafactories would mean for raw
material demand”.
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Lithium Batteries
BMI: “Global gigafactory pipeline passes the 300 mark”.
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Battery Metals Boom
BNEF: “Rising EV demand supercharges demand
forecast for a group of metals”.
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The Global Battery Arms Race
Statista: “Asian Batteries Power Global EV Fleet”.
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The Global Battery Arms Race
Elements: “The Top 10 EV Battery Manufacturers”.
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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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Lithium Supply Chain
BMI: “China today exerts vast control over every step of
the supply chain”.
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BMI: “Where does China’s dominance lie in the Lithium
supply chain?”
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BMI: “China today exerts vast control over every step of
the supply chain”.
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BMI: “China’s dominance in mid-stream processing”.
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Lithium Battery Supply Chain
IEA: “China dominates EV battery supply chain”.
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Lithium Wild Ride
Bloomberg: “Lithium Lift-Off. Prices for the key battery
metal surge to fresh peaks in China”.
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Lithium Ludicrous Mode
Bloomberg: “Lithium surges as Chinese EVs sales go into
overdrive”.
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Lithium Prices Skyrocket
Bloomberg: “EV battery boom catapults global lithium
prices to record levels”.
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Bloomberg: “EV battery boom catapults global lithium
prices to record levels”.
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Lithium Ludicrous Mode
Bloomberg: “Lithium surges as Chinese EVs sales go into
overdrive”.
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Bloomberg: “Lithium prices skyrocket as demand
soars”.
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Bloomberg: “Powering Up”.
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Lithium Prices Hit ATH
Acornmc: “Lithium Battery Grade”.
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Lithium Prices Hit ATH
Time: “Price per metric ton of Lithium Carbonate”.
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Lithium ATH
BMI: “Lithium Prices March 2021 – March 2022”.
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Bloomberg: “A Nearly 500% Surge”.
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Bloomberg: “Scarcity Pricing”.
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Bloomberg: “Recession Proof?”
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Bloomberg: “Recession Proof?”
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Lithium ATH
Investing.com: “Lithium Carbonate 99.5% China Spot
Overview”.
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Lithium ATH
Investing.com: “Lithium Carbonate 99.5% China Spot
Overview”.
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Lithium Prices
BMI: “There is not one price for Lithium”.
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Lithium Boom
Bloomberg: “Electric vehicle rEVolution will fuel global
demand for Lithium”.
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Lithium Carbonate Use
CNBC: “Lithium carbonate use for various devices”.
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UBS Lithium Demand Forecast
Over 1,000,000 T LCE/Y 2026
UBS Lithium demand forecast. Actual production: 2020 -
369,000 T LCE. 2021 – 497,000 T LCE.
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Global Lithium Supply & Demand
Global Lithium supply and demand forecast.
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Lithium Demand
Elements: “The Growth of Lithium Consumption”.
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Lithium Accelerated Demand
BNEF: “The world is going to need five times more
Lithium by end of the decade”.
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Lithium Accelerated Demand
BNEF: “Metals demands from Lithium-ion batteries”.
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Lithium Supply & Demand
BMI: “Lithium & The Great Raw Material Disconnect”.
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BMI: “Lithium and the great raw material
disconnect”.
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BMI: “Integration - It takes much longer to build a
raw material project than a battery or car plant”.
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Global Lithium Supply
Elon Musk: Hard? Or Easy?
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Lithium Supply
BMI: “Lithium batteries is totally reliant on steady raw
materials supply”.
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Lithium Supply Chains
BMI: “Lithium supply chains are complicated and
need billions in investment”.
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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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Lithium - Most Wanted
Worldwide Lithium demand and supply.
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Lithium Demand – Batteries!
BMI: “A complete 180 degrees in 5 years! Lithium
batteries dictate the Lithium industry”.
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Lithium Demand
Bloomberg: “Electric rEVolution”.
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Joul: “Lithium mining production and final
consumption”.
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Lithium Batteries
BMI: “Timeline - Battery commercialisation”.
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Lithium Batteries
BMI: “Lithium-ion Battery Cell Capacity by Country”.
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Lithium Batteries
BNEF: “Pole Position”.
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Lithium Batteries
BMI: “The Lithium Batteries: from Niche to Mainstream”.
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Lithium Batteries
BMI: “Supply Chain Impact – Mean Rising Battery
Costs”.
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Lithium Batteries
BMI: “Europe’s Top 5 EV Lithium battery makers”.
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Lithium Batteries
BNEF: “Global Lithium-ion Battery Demand”.
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Lithium Batteries
Statista: “High Demand for Lithium Batteries”.
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Lithium Batteries
BNEF: “Greedy for Gigawatts”.
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Lithium Batteries
BMI: “The Energy Storage Has Arrived”.
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Lithium Batteries
BMI: “USA Giga Pace Must Triple and Target at Least
3TWh by 2032”.
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Lithium Batteries
BMI: “USA Battery Cell Capacity and Raw Material
Demand by 2032”.
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Lithium Batteries
BMI: “China’s Dominance Will Not Be Bridged This
Decade”.
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Lithium Batteries
BMI: “The Elements of Energy Storage rEVolution”.
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Lithium Demand
BMI: “Raw Materials & Mining – the Limiting Factor”.
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Lithium Market Deficit
BMI: “Electric vehicle demand drives Lithium”.
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BNEF: “Looming Deficit”.
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BNEF: “Under Pressure”.
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Lithium Supply
Bloomberg: “A Handful of Suppliers”.
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Lithium Supply
BNEF: “Lithium Plans”.
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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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Growing U.S. Energy Storage
Energy Storage Systems will consume more Lithium
batteries’ capacity than Electric Cars in the future.
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Energy Storage Systems
Solar & Wind
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Solar & Wind
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Solar & Wind
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Tesla: “Goal One – 100% electric transportation requires
100X growth”.
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Tesla: “100% renewable energy requires 1600X growth”.
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Tesla Giant Battery
Tesla deployed the largest Lithium battery plant in
Australia.
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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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Tesla Goes Lithium Upstream
Lithium batteries is totally reliant on steady raw
materials supply.
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The Real Lithium Scare
You can’t get secure
supply of battery grade Lithium.
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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 was starving for Capital: further concentration.
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Disruption of $12T Industries:
Energy and Transportation
• Disruption of $12 Trillion Industries: $8T Energy & $4T
Transportation is based on $10B Lithium Market by
sales in 2021.
• 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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Smart Money
Controls Bottlenecks
Energy Security. Electrification. Disruption of $12T Energy
and Transportation depends on $10B Lithium market.
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Lithium Supply
BNEF: “Buried Treasure”.
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Lithium Supply
Bloomberg: “Get Digging”.
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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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Lithium industry was starving, now the best Lithium
companies can get Capital.
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Lithium industry was starving, now the best Lithium
companies can get Capital.
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Battery Metals Investments
The metal needed to support a 2-degree trajectory
would require over $1T investments.
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Energy Transition
BNEF: “Global investments in energy transition by
country, 2021”.
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Energy Transition
BNEF: “Taking off Thanks to Transport”.
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Energy Transition
BNEF: “Driving Investment”.
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Energy Metals
Elements: “The Key Minerals in an EV Battery”.
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Energy Metals
Elements: “How Metals Prices Performed in 2021”.
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Energy Metals
IEA: “Critical mineral prices are exploding”.
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Energy Metals
Lithium price was flat during the other metals sell-off.
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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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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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China’s Lithium Giant
Producer”.
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Producer”.
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Ganfeng Lithium: “Our Worldwide Operations”.
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Ganfeng Lithium: “Access to Secure, High-Quality
Supply of Lithium Raw Materials”.
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Ganfeng Lithium: “Lithium Resources Development”.
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Ganfeng Lithium: “Lithium Battery – Ganfeng LiEnergy”.
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Ganfeng Lithium: “Vertically Integrated Business
Model”.
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Ganfeng Lithium: “World-leading Position in Lithium
Compounds and Metals”.
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Ganfeng Lithium Customers
Ganfeng Lithium supplies Tesla, Volkswagen and BMW.
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Ganfeng Tesla Supply Deal
Ganfeng made Lithium supply deal with Tesla.
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Ganfeng Volkswagen Deal
Ganfeng made Lithium supply deal with Volkswagen.
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Ganfeng BMW Supply Deal
Ganfeng made Lithium supply deal with BMW.
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Mariana Lithium
Ganfeng Lithium brings the capital and technology to extract
and process Lithium for an established and growing market.
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TNR Gold Mariana Lithium Royalty Holding
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Mariana Lithium in Salta
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Mariana Lithium “Phase I”
20,000 T Lithium Chloride
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The Green Energy Metals
Royalty & Gold Company.
TNR Gold Corp.
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GEM Royalty Co.
TNR Gold Corp. (TSXV: TNR)
The Green Energy Metals Royalty & Gold Company.
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GEM Royalty Co.
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GEM Royalty Co.
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GEM Royalty Co.
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TNR Gold Corp. Global Assets
TNR Gold Corp. Current Holdings.
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TNR Gold Business Model
We do not have to contribute any capital to the
development of Mariana Lithium.
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TNR Gold Corp. Global Assets
TNR Gold Corp. Current Holdings.
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Mariana Lithium, Argentina
Mariana Lithium PEA released December 2018.
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Mariana Lithium, Argentina
Ganfeng Lithium is the Operator.
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Mariana Lithium NSR Royalty
TNR Gold reports on Mariana Lithium Royalty Holding.
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GEM Royalty Co.
TNR Gold Corp.
• Becoming The Green Energy Metals Royalty Co.
• Assets with major companies as Operators.
• Green Energy Metals: Lithium, Copper and Silver.
• TNR holds NSR Royalty on Mariana Lithium.
• TNR holds NSR Royalty on Los Azules Copper.
• TNR Holds NPR Royalty on Batidero, Josemaria.
• 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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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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Kirill Klip GEM Royalty TNR Gold Lithium Presentation

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