Back into the Future
Lithium Will Power Us for the Next 50 Years and then Robots
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
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 2025
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 2025
3
Legal Disclaimer
All information about Ganfeng Lithium presented using
publicly available data.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
4
AI rEVolution
The World Just Before the INTERNET
The future is already here, not everybody can see it yet.
Lithium Will Power Us for the Next 50 Years and then Robots
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
5
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 2025
6
Back into the Future
Lithium Will Power Us for the Next 50 Years and then Robots
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
7
Back into the Future
Lithium Will Power Us for the Next 50 Years and then Robots
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
8
Back into the Future
Lithium Will Power Us for the Next 50 Years and then Robots
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
9
Back into the Future
Lithium Will Power Us for the Next 50 Years and then Robots
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
10
Back into the Future
Lithium Will Power Us for the Next 50 Years and then Robots
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
11
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 2025
12
Back into the Future
Humanoids: A $5 Trillion Market (Morgan Stanley)
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
13
Back into the Future
Lithium Will Power Us for the Next 50 Years and then Robots
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
14
Do Robots Use Lithium Batteries?
Advantages of using Lithium batteries in Robots.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
15
Back into the Future
Lithium Will Power Us for the Next 50 Years and then Robots
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
16
Back into the Future
Lithium Will Power Us for the Next 50 Years and then Robots
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
17
Back into the Future
Lithium Will Power Us for the Next 50 Years and then Robots
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
18
Back into the Future
Lithium Will Power Us for the Next 50 Years and then Robots
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
19
Back into the Future
Lithium Will Power Us for the Next 50 Years and then Robots
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
20
Back into the Future
Lithium Will Power Us for the Next 50 Years and then Robots
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
21
Back into the Future
Lithium Will Power Us for the Next 50 Years and then Robots
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
22
Back into the Future
Lithium Will Power Us for the Next 50 Years and then Robots
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
23
Back into the Future
Lithium Will Power Us for the Next 50 Years and then Robots.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
24
REE 2.0 Lithium Price War
REE 2.0 Lithium Price War. Who can cross the desert?
“One Thousand & One” Lithium Dreams Are Gone.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
25
The Green Energy Metals Royalty Co.
TNR Gold Corp.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
26
Back into the Future
Lithium Will Power Us for the Next 50 Years and then Robots
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
27
TNR Gold Holds NSR
Royalty on
Mariana Lithium,
Argentina.
Ganfeng Lithium Operator
28
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
Ganfeng’s US$1B Investment
TNR Gold NSR Royalty: Ganfeng’s Mariana Lithium
Phase I Official Inauguration of 20K LiCl T/Y on February 12.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
29
TNR Gold: Investment Loan Repaid
TNR Gold: Investment Loan Repaid, Ganfeng’s Mariana
Lithium Begins Operational Phase (FEB 2023).
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
30
TNR Gold Closes Partial Mariana
Lithium NSR Royalty Sale to
Lithium Royalty Corp
REE 2.0 Lithium Price War
REE 2.0 Lithium Price War. Who can cross the desert?
“One Thousand & One” Lithium Dreams Are Gone.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
31
REE 2.0 Lithium Price War
REE 2.0 Lithium Price War. Who can cross the desert?
“One Thousand & One” Lithium Dreams Are Gone.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
32
The Green Energy Metals Royalty Co.
TNR Gold Corp.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
33
The Green Energy Metals Royalty Co.
TNR Gold Corp.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
34
Lithium Salars
Mariana Lithium Project – Salar Llullaillaco.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
35
Clean Air
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
36
DIEselGate
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
37
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 2025
38
EVs: The End of the ICE Age
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
39
EVs Today Are Cleaner Than Gas Cars
BNEF: “EVs Made Today Are Cleaner Than Gas Cars”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
40
EV Lifecycle Emissions
BNEF: “EV Lifecycle Emissions Can Be Over 70% Lower”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
41
Lithium Life Cycle Emissions
Albemarle: “Lithium’s Contribution to Reduced Life Cycle Emissions”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
42
Average EV Range
BloombergNEF: “Average EV Range”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
43
Tesla Energy rEVolution
Electric Cars are coming much faster than a lot of people are anticipating it.
Kirill Klip GEM Royalty TNR Gold
Lithium May 2025
44
BYD & Energy rEVolution
Electric Cars are coming much faster than a lot of people are anticipating it.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
45
BYD Sales Eclipse Tesla
Bloomberg: ”BYD Quarterly Sales Eclipse Tesla”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
46
BYD Revenue Eclipses Tesla
Bloomberg: ”BYD Quarterly Revenue Eclipses Tesla”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
47
Tesla 2024
Bloomberg: Tesla Vehicles Deliveries 2010 - 2024.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
48
Tesla 2024
CnEVPost: “Tesla Quarterly Deliveries Globally”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
49
BYD NEV Monthly Sales
CnEVPost: “BYD NEV Monthly Sales”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
50
China BYD Group NEV Sales
CnEVPost: “BYD Group NEV Sales Surged to 4,272,145 EVs in 2024”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
51
BYD Revenue Eclipses Tesla
CnEVPost: ”BYD Quarterly Revenue Eclipses Tesla”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
52
Tesla 2025
Bloomberg: “Tesla Deliveries Slump to Lowest Since 2022”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
53
BYD Sales Eclipsed Tesla
BYS Sales Eclipsed Tesla (Chart by Tech Research).
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
54
BYD’s NEV Market Share in China
CnEVPost: ”BYD Leads NEV Sales in China with 29.7%”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
55
China BYD NEV Monthly Sales
CnEVPost: “China BYD NEV Sales Is Up 21.34% Y/Y to 380,089 in April”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
56
China BYD NEV Monthly Sales
CnEVPost: “China BYD NEV Sales Is Up 15.27% Y/Y to 382,476 in April”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
57
BYD Tops Charging Race
Bloomberg: “BYD Tops the Race for Speed Charging”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
58
BYD Tops Charging Race
Bloomberg: “BYD Tops the Race for Speed Charging”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
59
BYD Tops Charging Race
Bloomberg: “BYD Tops the Race for Speed Charging”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
60
BYD Tops Charging Race
Bloomberg: “BYD Tops the Race for Speed Charging”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
61
Tesla CyberCab
Tesla: “CyberCab”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
62
Tesla CyberCab Lifecycle Emissions
Tesla: “Estimated Emissions of Gas Cars vs. Robotaxi”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
63
Tesla CyberCab
Tesla: “CyberCab”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
64
Tesla CyberCab
Tesla: “CyberCab”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
65
Tesla RoboVan
Tesla: “RoboVan”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
66
Tesla Optimus
Tesla: “Optimus”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
67
Tesla Optimus
Tesla: “Fremont Pilot Production Line”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
68
Back into the Future
Lithium Will Power Us for the Next 50 Years and then Robots
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
69
Tesla PowerWall 3
Tesla: “PowerWall 3”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
70
Tesla MegaFactory Shanghai
Tesla: “First MegaPack off the Line”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
71
Tesla Semi
Tesla Semi is testing new limits for Electric Cars technology.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
72
Tesla Semi Factory
Tesla: “Semi Factory”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
73
Cheaper Lithium Batteries Change
Everything
Advanced materials are the base of Energy rEVolution.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
74
Lithium Battery Chemistries
BloombergNEF: “LFP is taking over”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
75
Tesla rEVolution
Bloomberg: “Tesla Prices Now Compete With the Average Car”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
76
EV & ICE Car Cost Parity
Bloomberg: “EVs Pass a Key Measure of Price Parity in US”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
77
Battery Prices Tumble Again
Bloomberg: “Average Lithium Pack Prices Fell 20% in 2024”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
78
Lithium Battery Prices
BNEF: “Battery Prices Fall”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
79
EVs Are Cheaper Than ICE In China
BNEF: “EVs Are Cheaper Than ICE in China”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
80
Back into the Future
Lithium Will Power Us for the Next 50 Years and then Robots
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
81
Tesla Energy rEVolution
Tesla’s Energy rEVolution – More Than Just Vehicles.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
82
Back into the Future
Lithium Will Power Us for the Next 50 Years and then Robots
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
83
Tesla Master Plan Part 3
Tesla: “End-Use Electrification, Sustainable Energy Generation and Energy Storage”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
84
Tesla Master Plan Part 3
Tesla: “End-Use Electrification, Sustainable Energy Generation and Energy Storage”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
85
Tesla Master Plan Part 3
Tesla: “End-Use Electrification, Sustainable Energy Generation and Energy Storage”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
86
Tesla Master Plan Part 3
Tesla: “End-Use Electrification, Sustainable Energy Generation and Energy Storage”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
87
Tesla Master Plan Part 3
Tesla: “End-Use Electrification, Sustainable Energy Generation and Energy Storage”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
88
EV & ICE Car Cost Parity
Bloomberg: “EVs Pass a Key Measure of Price Parity in US”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
89
Electric Surge
Bloomberg: “DIEsel is being eclipsed by Electric Cars in Europe”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
90
NEV Topped 50% in China
Carbon Brief: “NEV just topped 50% in China”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
91
China’s EV Sales Tipping Point
Bloomberg: ”China’s EV Sales Reach Tipping Point”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
92
Global Electric Vehicles Fleet
Tam Hunt: “Global EV Fleet Size Projections”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
93
EV Sales Set to Grow 30%
BloombergNEF: “EV Sales Set to Grow 30% in 2025”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
94
EV Sales Set to Grow 30%
BloombergNEF: “EV Sales Set to Grow 30% in 2025”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
95
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 2025
96
China’s EV Adoption
BNEF: “China Will Remain the Driving Force of EV Adoption”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
97
China’s EV Market Domination
FT: “China has come to dominate the EV market”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
98
China’s Lead in EVs Sales
BNEF: “China’s Lead in Electric Vehicles Sales”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
99
China’s EV Adoption
BNEF: “China Will Remain the Driving Force of EV Adoption”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
100
China Passenger NEV Sales
CnEVPost: “China passenger NEV retail sales”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
101
China Passenger NEV Sales
CnEVPost: “China passenger NEV retail sales”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
102
China Passenger NEV Monthly Sales
CnEVPost: “China NEV retail up 34% year-on-year to 905,000 in April”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
103
China NEV Monthly Sales
CnEVPost: “China NEV Sales Is Up 44.2% Y/Y to 1,226,000 in April”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
104
China Monthly NEV Market Share
CnEVPost: “China NEV Market Share Is Up to 47.3% from 36% Last Year”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
105
Tesla Energy rEVolution
We must stop burning oil. Solar and Wind. Electricity.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
106
Electricity Generation
BloombergNEF: “Electricity generation by technology.”
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
107
Energy rEVolution
Surface Area Required to Power the World with Solar Alone.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
108
Green Energy: Clean Equals Cheap
FT: “Solar panel prices have plummeted”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
109
Green Energy: Clean Equals Cheap
Bloomberg: “Plunging Solar”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
110
Energy rEVolution
Global Solar Council: “Solar energy through the years”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
111
Solar, Wind and Energy Storage
BloombergNEF: “Solar, Wind and Energy Storage”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
112
Lithium Battery Demand
McKinsey: “Lithium-ion battery demand growth”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
113
China Battery Production
CnEVPost: “China Monthly Battery Production”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
114
Lithium Batteries
Wood Mackenzie: “Lithium-ion Dominates”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
115
Battery Energy Storage
BloombergNEF: “Battery Energy Storage”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
116
Energy Storage Growth
BloombergNEF: “Energy Storage Set for Decade of Growth”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
117
Energy Storage Systems
Tesla: “Goal One – 100% electric transportation requires 100X growth”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
118
Energy Storage Systems
Tesla: “100% renewable energy requires 1600X growth”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
119
Tesla Megapack
Tesla Megapack – Plus Power’s 1 GWh Sierra Estrella Site.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
120
BYD Energy Storage Installations
CnEVPost: “BYD monthly battery installations”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
121
Tesla Energy Storage Installations
Sawyer Merritt: “Tesla Deployed 10.4 GWh in Q1 2025 - Up 156% Y/Y ”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
122
BYD Energy Storage Installations
CnEVPost: “BYD Installed 28.476 GWh in May 2025 – Up 101.12% Y/Y”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
123
China Power Battery Installations
CnEVPost: “China Deployed 54.1 GWh in April 2025 – Up 52.8% Y/Y”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
124
Lithium Battery Manufacturing
BloombergNEF: “China’s Pole Position”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
125
Battery Value Chain
BNEF: “China Dominates Battery Value Chain”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
126
Lithium Battery Supply Chain
IEA: “China dominates EV battery supply chain”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
127
EVs & Mining
Mining makes the cars of today and tomorrow possible.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
128
Green Energy Electric Metals
IEA: “Minerals used in electric cars compared to ICE cars”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
129
Lithium & Critical Minerals
Bloomberg: “Which Minerals Are Most Critical”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
130
Lithium Reserves Globally
Bloomberg: “Lithium Reserves Globally”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
131
Lithium Production & Reserves
Forbes: “Lithium Production & Reserves”.
Kirill Klip GEM Royalty TNR Gold
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132
Lithium Supply
Bloomberg: “Lithium Supply”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
133
Lithium Supply
Bloomberg: “Future Shock”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
134
Lithium Reserves Globally
Bloomberg: “Lithium Reserves Globally”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
135
Lithium Mammoths
Bloomberg: “South America “triangle” accounts for 56% of global deposits”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
136
Lithium Supply
Bloomberg: “Lithium Supply Depends on Chinese Money ”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
137
China Is the Centre of the
Lithium Universe.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
138
The Lithium Universe
TNR Gold NSR Royalty on Mariana Lithium with Ganfeng.
Wormholes: Entry Into The Lithium Universe – China.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
139
The Green Energy Metals Royalty Co.
TNR Gold Corp.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
140
Ganfeng’s US$1B Investment
TNR Gold NSR Royalty: Ganfeng’s Mariana Lithium
Phase I Official Inauguration of 20K LiCl T/Y on February 12.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
141
Top Lithium Market
BNEF: “China accounts for about 40% of Lithium demand”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
142
Ganfeng Lithium is the Largest
Integrated Lithium Producer in China
Ganfeng Lithium: “Focus, Innovation, Sustainability”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
143
Ganfeng Lithium is the Largest
Integrated Lithium Producer in China
Ganfeng Lithium: “China’s Largest Lithium Compounds Producer”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
144
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 2025
145
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 2025
146
TNR Gold Holds NSR
Royalty on
Mariana Lithium,
Argentina.
Ganfeng Lithium Operator
147
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
Top Lithium Market
BNEF: “China accounts for about 40% of Lithium demand”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
148
Lithium Carbonate Use
CNBC: “Lithium carbonate use for various devices”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
149
Lithium Demand
BMI: “How much raw material will Tesla’s Gigafactory consume?”
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
150
Global EV Demand Growth
Albemarle: “Global EV Demand Growth”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
151
Lithium Demand
Albemarle: “Lithium Demand 2.5M to 3.3M T LCE by 2030”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
152
Energy Transition Continues
Albemarle: “EV Share of Vehicle Production by Region”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
153
Current Lithium Market Prices
Albemarle: “Higher Long-Term Lithium Pricing Required to Meet 2030E Demand”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
154
Lithium Mine Production Lead Time
IEA: “Range of typical lead times to initial production”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
155
Dreams About Lithium Meet Mining
Albemarle: “Recent Projects Took Up to 10 Years for Mines, Longer for Integrated Projects”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
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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.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
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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.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
158
Lithium Global Demand
IEA: “Growth in demand for key critical minerals”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
159
New Lithium Mines Needed
Bloomberg: “More Mines Recommended”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
160
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 2025
161
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 2025
162
Lithium Supply
BloombergNEF: “Buried Treasure”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
163
Green Energy Metals
Bloomberg: “Multi-Trillion Dollar Net-Zero Opportunity”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
164
Lithium Supply
BloombergNEF: “Buried Treasure”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
165
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 700 Million Electric Cars – 42 Million T of Lithium
2050: To Have All New Cars Electric – 100 Million T of Lithium
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
166
Smart Money
Controls Bottlenecks
Energy Security. Electrification. Disruption of $12T Energy
and Transportation depends on $12B Lithium market.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
167
Ganfeng’s US$1B Investment
TNR Gold NSR Royalty: Ganfeng’s Mariana Lithium
Phase I Official Inauguration of 20K LiCl T/Y on February 12.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
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China’s Lithium Giant
Ganfeng Lithium: “China’s Largest Lithium Compounds
Producer”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
169
China’s Lithium Giant
Ganfeng Lithium: “Largest Lithium Refinery”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
170
China’s Lithium Giant
Ganfeng Lithium: “Lithium Resource Development”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
171
China’s Lithium Giant
Ganfeng Lithium: “Lithium Chemical Capacity”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
172
China’s Lithium Giant
Ganfeng Lithium: “Lithium capacity in expansion”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
173
China’s Lithium Giant
Ganfeng Lithium: “Ganfeng Lithium Battery”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
174
China’s Lithium Giant
Ganfeng Lithium: “Solid-State Battery”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
175
Solid-State Lithium-Metal Batteries
Solid-State Lithium-Metal Batteries can provide safer
energy storage foe EVS with longer range.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
176
China’s Lithium Giant
Ganfeng Lithium: “Solid-State Battery”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
177
China’s Lithium Giant
Ganfeng Lithium: “Solid-State Battery”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
178
China’s Lithium Giant
Ganfeng Lithium: “Solid-State Battery”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
179
China’s Lithium Giant
Ganfeng Lithium: “Solid-State Battery”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
180
China’s Lithium Giant
Ganfeng Lithium: “Solid-State Battery”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
181
China’s Lithium Giant
Ganfeng Lithium: “Vertically Integrated Business Model”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
182
China’s Lithium Giant
Ganfeng Lithium: “World-leading Position in Lithium Compounds and Metals”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
183
China’s Lithium Giant
Ganfeng Lithium: “Access to Secure, High Quality Supply of Lithium Raw Materials”.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
184
Ganfeng Tesla Supply Deal
Ganfeng made Lithium supply deal with Tesla.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
185
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 2025
186
Ganfeng Volkswagen Supply Deal
Ganfeng made Lithium supply deal with Volkswagen.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
187
Ganfeng BMW Supply Deal
Ganfeng made Lithium supply deal with BMW.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
188
Ganfeng Hyundai Supply Deal
Ganfeng made Lithium supply deal with Hyundai.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
189
Mariana Lithium
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 2025
190
Ganfeng’s US$1B Investment
TNR Gold NSR Royalty: Ganfeng’s Mariana Lithium
Phase I Official Inauguration of 20K LiCl T/Y on February 12.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
191
Mariana Lithium “Phase I”
20,000 T Lithium Chloride
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 2025
192
The Green Energy Metals
Royalty & Gold Company.
TNR Gold Corp.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
193
GEM Royalty Co.
TNR Gold Corp. (TSXV: TNR)
The Green Energy Metals Royalty & Gold Company.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
194
GEM Royalty Co.
TNR Gold Corp. (TSXV: TNR)
The Green Energy Metals Royalty & Gold Company.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
195
GEM Royalty Co.
TNR Gold Corp. (TSXV: TNR)
The Green Energy Metals Royalty & Gold Company.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
196
GEM Royalty Co.
TNR Gold Corp. (TSXV: TNR)
The Green Energy Metals Royalty & Gold Company.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
197
GEM Royalty Co.
TNR Gold Corp. (TSXV: TNR)
The Green Energy Metals Royalty & Gold Company.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
198
TNR Gold Corp. Global Assets
TNR Gold Corp. Current Holdings.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
199
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 2025
200
TNR Gold Corp. Global Assets
TNR Gold Corp. Current Holdings.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
201
Mariana Lithium, Argentina
Mariana Lithium PEA released December 2018.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
202
Ganfeng’s US$1B Investment
TNR Gold NSR Royalty: Ganfeng’s Mariana Lithium
Phase I Official Inauguration of 20K LiCl T/Y on February 12.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
203
Ganfeng’s US$1B Investment
TNR Gold NSR Royalty: Ganfeng’s Mariana Lithium
Phase I Official Inauguration of 20K LiCl T/Y on February 12.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
204
Ganfeng’s US$1B Investment
TNR Gold NSR Royalty: Ganfeng’s Mariana Lithium
Phase I Official Inauguration of 20K LiCl T/Y on February 12.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
205
Ganfeng’s US$1B Investment
TNR Gold NSR Royalty: Ganfeng’s Mariana Lithium
Phase I Official Inauguration of 20K LiCl T/Y on February 12.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
206
Mariana Lithium NSR Royalty
TNR Gold reports on Mariana Lithium Royalty Holding.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
207
Ganfeng’s US$1B Investment
TNR Gold NSR Royalty: Ganfeng’s Mariana Lithium
Phase I Official Inauguration of 20K LiCl T/Y on February 12.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
208
Ganfeng’s US$1B Investment
TNR Gold NSR Royalty: Ganfeng’s Mariana Lithium
Phase I Official Inauguration of 20K LiCl T/Y on February 12.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
209
Mariana Lithium NSR Royalty
TNR Gold reports on Mariana Lithium Royalty Holding.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
210
Ganfeng’s US$1B Investment
TNR Gold NSR Royalty: Ganfeng’s Mariana Lithium
Phase I Official Inauguration of 20K LiCl T/Y on February 12.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
211
Ganfeng’s US$1B Investment
TNR Gold NSR Royalty: Ganfeng’s Mariana Lithium
Phase I Official Inauguration of 20K LiCl T/Y on February 12.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
212
Mariana Lithium NSR Royalty
TNR Gold reports on Mariana Lithium Royalty Holding.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
213
Ganfeng’s US$1B Investment
TNR Gold NSR Royalty: Ganfeng’s Mariana Lithium
Phase I Official Inauguration of 20K LiCl T/Y on February 12.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
214
Mariana Lithium NSR Royalty
TNR Gold reports on Mariana Lithium Royalty Holding.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
215
Ganfeng’s US$1B Investment
TNR Gold NSR Royalty: Ganfeng’s Mariana Lithium
Phase I Official Inauguration of 20K LiCl T/Y on February 12.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
216
Ganfeng’s US$1B Investment
TNR Gold NSR Royalty: Ganfeng’s Mariana Lithium
Phase I Official Inauguration of 20K LiCl T/Y on February 12.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
217
Ganfeng’s US$1B Investment
TNR Gold NSR Royalty: Ganfeng’s Mariana Lithium
Phase I Official Inauguration of 20K LiCl T/Y on February 12.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
218
Ganfeng’s US$1B Investment
TNR Gold NSR Royalty: Ganfeng’s Mariana Lithium
Phase I Official Inauguration of 20K LiCl T/Y on February 12.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
219
Ganfeng’s US$1B Investment
TNR Gold NSR Royalty: Ganfeng’s Mariana Lithium
Phase I Official Inauguration of 20K LiCl T/Y on February 12.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
220
Ganfeng’s US$1B Investment
TNR Gold NSR Royalty: Ganfeng’s Mariana Lithium
Phase I Official Inauguration of 20K LiCl T/Y on February 12.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
221
Ganfeng’s US$1B Investment
TNR Gold NSR Royalty: Ganfeng’s Mariana Lithium
Phase I Official Inauguration of 20K LiCl T/Y on February 12.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
222
Ganfeng’s US$1B Investment
TNR Gold NSR Royalty: Ganfeng’s Mariana Lithium
Phase I Official Inauguration of 20K LiCl T/Y on February 12.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
223
Ganfeng’s US$1B Investment
TNR Gold NSR Royalty: Ganfeng’s Mariana Lithium
Phase I Official Inauguration of 20K LiCl T/Y on February 12.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
224
Ganfeng’s US$1B Investment
TNR Gold NSR Royalty: Ganfeng’s Mariana Lithium
Phase I Official Inauguration of 20K LiCl T/Y on February 12.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
225
Ganfeng’s US$1B Investment
TNR Gold NSR Royalty: Ganfeng’s Mariana Lithium
Phase I Official Inauguration of 20K LiCl T/Y on February 12.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
226
Ganfeng’s US$1B Investment
TNR Gold NSR Royalty: Ganfeng’s Mariana Lithium
Phase I Official Inauguration of 20K LiCl T/Y on February 12.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
227
Ganfeng’s US$1B Investment
TNR Gold NSR Royalty: Ganfeng’s Mariana Lithium
Phase I Official Inauguration of 20K LiCl T/Y on February 12.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
228
Ganfeng’s US$1B Investment
TNR Gold NSR Royalty: Ganfeng’s Mariana Lithium
Phase I Official Inauguration of 20K LiCl T/Y on February 12.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
229
Ganfeng’s US$1B Investment
TNR Gold NSR Royalty: Ganfeng’s Mariana Lithium
Phase I Official Inauguration of 20K LiCl T/Y on February 12.
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
230
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
Kirill Klip GEM Royalty TNR Gold
Lithium June 2025
231
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 2025
232

Kirill Klip GEM Royalty TNR Gold Lithium Presentation

  • 1.
    Back into theFuture Lithium Will Power Us for the Next 50 Years and then Robots Kirill Klip GEM Royalty TNR Gold Lithium June 2025 1
  • 2.
    Energy rEVolution The WorldJust 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 2025 2
  • 3.
    Back into theFuture 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 2025 3
  • 4.
    Legal Disclaimer All informationabout Ganfeng Lithium presented using publicly available data. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 4
  • 5.
    AI rEVolution The WorldJust Before the INTERNET The future is already here, not everybody can see it yet. Lithium Will Power Us for the Next 50 Years and then Robots Kirill Klip GEM Royalty TNR Gold Lithium June 2025 5
  • 6.
    Legal Disclaimer forthe 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 2025 6
  • 7.
    Back into theFuture Lithium Will Power Us for the Next 50 Years and then Robots Kirill Klip GEM Royalty TNR Gold Lithium June 2025 7
  • 8.
    Back into theFuture Lithium Will Power Us for the Next 50 Years and then Robots Kirill Klip GEM Royalty TNR Gold Lithium June 2025 8
  • 9.
    Back into theFuture Lithium Will Power Us for the Next 50 Years and then Robots Kirill Klip GEM Royalty TNR Gold Lithium June 2025 9
  • 10.
    Back into theFuture Lithium Will Power Us for the Next 50 Years and then Robots Kirill Klip GEM Royalty TNR Gold Lithium June 2025 10
  • 11.
    Back into theFuture Lithium Will Power Us for the Next 50 Years and then Robots Kirill Klip GEM Royalty TNR Gold Lithium June 2025 11
  • 12.
    Back into theFuture 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 2025 12
  • 13.
    Back into theFuture Humanoids: A $5 Trillion Market (Morgan Stanley) Kirill Klip GEM Royalty TNR Gold Lithium June 2025 13
  • 14.
    Back into theFuture Lithium Will Power Us for the Next 50 Years and then Robots Kirill Klip GEM Royalty TNR Gold Lithium June 2025 14
  • 15.
    Do Robots UseLithium Batteries? Advantages of using Lithium batteries in Robots. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 15
  • 16.
    Back into theFuture Lithium Will Power Us for the Next 50 Years and then Robots Kirill Klip GEM Royalty TNR Gold Lithium June 2025 16
  • 17.
    Back into theFuture Lithium Will Power Us for the Next 50 Years and then Robots Kirill Klip GEM Royalty TNR Gold Lithium June 2025 17
  • 18.
    Back into theFuture Lithium Will Power Us for the Next 50 Years and then Robots Kirill Klip GEM Royalty TNR Gold Lithium June 2025 18
  • 19.
    Back into theFuture Lithium Will Power Us for the Next 50 Years and then Robots Kirill Klip GEM Royalty TNR Gold Lithium June 2025 19
  • 20.
    Back into theFuture Lithium Will Power Us for the Next 50 Years and then Robots Kirill Klip GEM Royalty TNR Gold Lithium June 2025 20
  • 21.
    Back into theFuture Lithium Will Power Us for the Next 50 Years and then Robots Kirill Klip GEM Royalty TNR Gold Lithium June 2025 21
  • 22.
    Back into theFuture Lithium Will Power Us for the Next 50 Years and then Robots Kirill Klip GEM Royalty TNR Gold Lithium June 2025 22
  • 23.
    Back into theFuture Lithium Will Power Us for the Next 50 Years and then Robots Kirill Klip GEM Royalty TNR Gold Lithium June 2025 23
  • 24.
    Back into theFuture Lithium Will Power Us for the Next 50 Years and then Robots. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 24
  • 25.
    REE 2.0 LithiumPrice War REE 2.0 Lithium Price War. Who can cross the desert? “One Thousand & One” Lithium Dreams Are Gone. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 25
  • 26.
    The Green EnergyMetals Royalty Co. TNR Gold Corp. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 26
  • 27.
    Back into theFuture Lithium Will Power Us for the Next 50 Years and then Robots Kirill Klip GEM Royalty TNR Gold Lithium June 2025 27
  • 28.
    TNR Gold HoldsNSR Royalty on Mariana Lithium, Argentina. Ganfeng Lithium Operator 28 Kirill Klip GEM Royalty TNR Gold Lithium June 2025
  • 29.
    Ganfeng’s US$1B Investment TNRGold NSR Royalty: Ganfeng’s Mariana Lithium Phase I Official Inauguration of 20K LiCl T/Y on February 12. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 29
  • 30.
    TNR Gold: InvestmentLoan Repaid TNR Gold: Investment Loan Repaid, Ganfeng’s Mariana Lithium Begins Operational Phase (FEB 2023). Kirill Klip GEM Royalty TNR Gold Lithium June 2025 30 TNR Gold Closes Partial Mariana Lithium NSR Royalty Sale to Lithium Royalty Corp
  • 31.
    REE 2.0 LithiumPrice War REE 2.0 Lithium Price War. Who can cross the desert? “One Thousand & One” Lithium Dreams Are Gone. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 31
  • 32.
    REE 2.0 LithiumPrice War REE 2.0 Lithium Price War. Who can cross the desert? “One Thousand & One” Lithium Dreams Are Gone. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 32
  • 33.
    The Green EnergyMetals Royalty Co. TNR Gold Corp. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 33
  • 34.
    The Green EnergyMetals Royalty Co. TNR Gold Corp. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 34
  • 35.
    Lithium Salars Mariana LithiumProject – Salar Llullaillaco. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 35
  • 36.
    Clean Air Kirill KlipGEM Royalty TNR Gold Lithium June 2025 36
  • 37.
    DIEselGate Kirill Klip GEMRoyalty TNR Gold Lithium June 2025 37
  • 38.
    The End ofthe 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 2025 38
  • 39.
    EVs: The Endof the ICE Age Kirill Klip GEM Royalty TNR Gold Lithium June 2025 39
  • 40.
    EVs Today AreCleaner Than Gas Cars BNEF: “EVs Made Today Are Cleaner Than Gas Cars”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 40
  • 41.
    EV Lifecycle Emissions BNEF:“EV Lifecycle Emissions Can Be Over 70% Lower”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 41
  • 42.
    Lithium Life CycleEmissions Albemarle: “Lithium’s Contribution to Reduced Life Cycle Emissions”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 42
  • 43.
    Average EV Range BloombergNEF:“Average EV Range”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 43
  • 44.
    Tesla Energy rEVolution ElectricCars are coming much faster than a lot of people are anticipating it. Kirill Klip GEM Royalty TNR Gold Lithium May 2025 44
  • 45.
    BYD & EnergyrEVolution Electric Cars are coming much faster than a lot of people are anticipating it. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 45
  • 46.
    BYD Sales EclipseTesla Bloomberg: ”BYD Quarterly Sales Eclipse Tesla”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 46
  • 47.
    BYD Revenue EclipsesTesla Bloomberg: ”BYD Quarterly Revenue Eclipses Tesla”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 47
  • 48.
    Tesla 2024 Bloomberg: TeslaVehicles Deliveries 2010 - 2024. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 48
  • 49.
    Tesla 2024 CnEVPost: “TeslaQuarterly Deliveries Globally”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 49
  • 50.
    BYD NEV MonthlySales CnEVPost: “BYD NEV Monthly Sales”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 50
  • 51.
    China BYD GroupNEV Sales CnEVPost: “BYD Group NEV Sales Surged to 4,272,145 EVs in 2024”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 51
  • 52.
    BYD Revenue EclipsesTesla CnEVPost: ”BYD Quarterly Revenue Eclipses Tesla”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 52
  • 53.
    Tesla 2025 Bloomberg: “TeslaDeliveries Slump to Lowest Since 2022”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 53
  • 54.
    BYD Sales EclipsedTesla BYS Sales Eclipsed Tesla (Chart by Tech Research). Kirill Klip GEM Royalty TNR Gold Lithium June 2025 54
  • 55.
    BYD’s NEV MarketShare in China CnEVPost: ”BYD Leads NEV Sales in China with 29.7%”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 55
  • 56.
    China BYD NEVMonthly Sales CnEVPost: “China BYD NEV Sales Is Up 21.34% Y/Y to 380,089 in April”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 56
  • 57.
    China BYD NEVMonthly Sales CnEVPost: “China BYD NEV Sales Is Up 15.27% Y/Y to 382,476 in April”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 57
  • 58.
    BYD Tops ChargingRace Bloomberg: “BYD Tops the Race for Speed Charging”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 58
  • 59.
    BYD Tops ChargingRace Bloomberg: “BYD Tops the Race for Speed Charging”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 59
  • 60.
    BYD Tops ChargingRace Bloomberg: “BYD Tops the Race for Speed Charging”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 60
  • 61.
    BYD Tops ChargingRace Bloomberg: “BYD Tops the Race for Speed Charging”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 61
  • 62.
    Tesla CyberCab Tesla: “CyberCab”. KirillKlip GEM Royalty TNR Gold Lithium June 2025 62
  • 63.
    Tesla CyberCab LifecycleEmissions Tesla: “Estimated Emissions of Gas Cars vs. Robotaxi”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 63
  • 64.
    Tesla CyberCab Tesla: “CyberCab”. KirillKlip GEM Royalty TNR Gold Lithium June 2025 64
  • 65.
    Tesla CyberCab Tesla: “CyberCab”. KirillKlip GEM Royalty TNR Gold Lithium June 2025 65
  • 66.
    Tesla RoboVan Tesla: “RoboVan”. KirillKlip GEM Royalty TNR Gold Lithium June 2025 66
  • 67.
    Tesla Optimus Tesla: “Optimus”. KirillKlip GEM Royalty TNR Gold Lithium June 2025 67
  • 68.
    Tesla Optimus Tesla: “FremontPilot Production Line”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 68
  • 69.
    Back into theFuture Lithium Will Power Us for the Next 50 Years and then Robots Kirill Klip GEM Royalty TNR Gold Lithium June 2025 69
  • 70.
    Tesla PowerWall 3 Tesla:“PowerWall 3”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 70
  • 71.
    Tesla MegaFactory Shanghai Tesla:“First MegaPack off the Line”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 71
  • 72.
    Tesla Semi Tesla Semiis testing new limits for Electric Cars technology. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 72
  • 73.
    Tesla Semi Factory Tesla:“Semi Factory”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 73
  • 74.
    Cheaper Lithium BatteriesChange Everything Advanced materials are the base of Energy rEVolution. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 74
  • 75.
    Lithium Battery Chemistries BloombergNEF:“LFP is taking over”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 75
  • 76.
    Tesla rEVolution Bloomberg: “TeslaPrices Now Compete With the Average Car”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 76
  • 77.
    EV & ICECar Cost Parity Bloomberg: “EVs Pass a Key Measure of Price Parity in US”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 77
  • 78.
    Battery Prices TumbleAgain Bloomberg: “Average Lithium Pack Prices Fell 20% in 2024”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 78
  • 79.
    Lithium Battery Prices BNEF:“Battery Prices Fall”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 79
  • 80.
    EVs Are CheaperThan ICE In China BNEF: “EVs Are Cheaper Than ICE in China”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 80
  • 81.
    Back into theFuture Lithium Will Power Us for the Next 50 Years and then Robots Kirill Klip GEM Royalty TNR Gold Lithium June 2025 81
  • 82.
    Tesla Energy rEVolution Tesla’sEnergy rEVolution – More Than Just Vehicles. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 82
  • 83.
    Back into theFuture Lithium Will Power Us for the Next 50 Years and then Robots Kirill Klip GEM Royalty TNR Gold Lithium June 2025 83
  • 84.
    Tesla Master PlanPart 3 Tesla: “End-Use Electrification, Sustainable Energy Generation and Energy Storage”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 84
  • 85.
    Tesla Master PlanPart 3 Tesla: “End-Use Electrification, Sustainable Energy Generation and Energy Storage”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 85
  • 86.
    Tesla Master PlanPart 3 Tesla: “End-Use Electrification, Sustainable Energy Generation and Energy Storage”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 86
  • 87.
    Tesla Master PlanPart 3 Tesla: “End-Use Electrification, Sustainable Energy Generation and Energy Storage”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 87
  • 88.
    Tesla Master PlanPart 3 Tesla: “End-Use Electrification, Sustainable Energy Generation and Energy Storage”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 88
  • 89.
    EV & ICECar Cost Parity Bloomberg: “EVs Pass a Key Measure of Price Parity in US”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 89
  • 90.
    Electric Surge Bloomberg: “DIEselis being eclipsed by Electric Cars in Europe”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 90
  • 91.
    NEV Topped 50%in China Carbon Brief: “NEV just topped 50% in China”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 91
  • 92.
    China’s EV SalesTipping Point Bloomberg: ”China’s EV Sales Reach Tipping Point”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 92
  • 93.
    Global Electric VehiclesFleet Tam Hunt: “Global EV Fleet Size Projections”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 93
  • 94.
    EV Sales Setto Grow 30% BloombergNEF: “EV Sales Set to Grow 30% in 2025”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 94
  • 95.
    EV Sales Setto Grow 30% BloombergNEF: “EV Sales Set to Grow 30% in 2025”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 95
  • 96.
    My 20/200 Formula TheSwitch: 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 2025 96
  • 97.
    China’s EV Adoption BNEF:“China Will Remain the Driving Force of EV Adoption”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 97
  • 98.
    China’s EV MarketDomination FT: “China has come to dominate the EV market”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 98
  • 99.
    China’s Lead inEVs Sales BNEF: “China’s Lead in Electric Vehicles Sales”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 99
  • 100.
    China’s EV Adoption BNEF:“China Will Remain the Driving Force of EV Adoption”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 100
  • 101.
    China Passenger NEVSales CnEVPost: “China passenger NEV retail sales”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 101
  • 102.
    China Passenger NEVSales CnEVPost: “China passenger NEV retail sales”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 102
  • 103.
    China Passenger NEVMonthly Sales CnEVPost: “China NEV retail up 34% year-on-year to 905,000 in April”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 103
  • 104.
    China NEV MonthlySales CnEVPost: “China NEV Sales Is Up 44.2% Y/Y to 1,226,000 in April”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 104
  • 105.
    China Monthly NEVMarket Share CnEVPost: “China NEV Market Share Is Up to 47.3% from 36% Last Year”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 105
  • 106.
    Tesla Energy rEVolution Wemust stop burning oil. Solar and Wind. Electricity. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 106
  • 107.
    Electricity Generation BloombergNEF: “Electricitygeneration by technology.” Kirill Klip GEM Royalty TNR Gold Lithium June 2025 107
  • 108.
    Energy rEVolution Surface AreaRequired to Power the World with Solar Alone. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 108
  • 109.
    Green Energy: CleanEquals Cheap FT: “Solar panel prices have plummeted”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 109
  • 110.
    Green Energy: CleanEquals Cheap Bloomberg: “Plunging Solar”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 110
  • 111.
    Energy rEVolution Global SolarCouncil: “Solar energy through the years”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 111
  • 112.
    Solar, Wind andEnergy Storage BloombergNEF: “Solar, Wind and Energy Storage”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 112
  • 113.
    Lithium Battery Demand McKinsey:“Lithium-ion battery demand growth”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 113
  • 114.
    China Battery Production CnEVPost:“China Monthly Battery Production”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 114
  • 115.
    Lithium Batteries Wood Mackenzie:“Lithium-ion Dominates”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 115
  • 116.
    Battery Energy Storage BloombergNEF:“Battery Energy Storage”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 116
  • 117.
    Energy Storage Growth BloombergNEF:“Energy Storage Set for Decade of Growth”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 117
  • 118.
    Energy Storage Systems Tesla:“Goal One – 100% electric transportation requires 100X growth”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 118
  • 119.
    Energy Storage Systems Tesla:“100% renewable energy requires 1600X growth”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 119
  • 120.
    Tesla Megapack Tesla Megapack– Plus Power’s 1 GWh Sierra Estrella Site. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 120
  • 121.
    BYD Energy StorageInstallations CnEVPost: “BYD monthly battery installations”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 121
  • 122.
    Tesla Energy StorageInstallations Sawyer Merritt: “Tesla Deployed 10.4 GWh in Q1 2025 - Up 156% Y/Y ”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 122
  • 123.
    BYD Energy StorageInstallations CnEVPost: “BYD Installed 28.476 GWh in May 2025 – Up 101.12% Y/Y”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 123
  • 124.
    China Power BatteryInstallations CnEVPost: “China Deployed 54.1 GWh in April 2025 – Up 52.8% Y/Y”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 124
  • 125.
    Lithium Battery Manufacturing BloombergNEF:“China’s Pole Position”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 125
  • 126.
    Battery Value Chain BNEF:“China Dominates Battery Value Chain”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 126
  • 127.
    Lithium Battery SupplyChain IEA: “China dominates EV battery supply chain”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 127
  • 128.
    EVs & Mining Miningmakes the cars of today and tomorrow possible. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 128
  • 129.
    Green Energy ElectricMetals IEA: “Minerals used in electric cars compared to ICE cars”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 129
  • 130.
    Lithium & CriticalMinerals Bloomberg: “Which Minerals Are Most Critical”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 130
  • 131.
    Lithium Reserves Globally Bloomberg:“Lithium Reserves Globally”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 131
  • 132.
    Lithium Production &Reserves Forbes: “Lithium Production & Reserves”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 132
  • 133.
    Lithium Supply Bloomberg: “LithiumSupply”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 133
  • 134.
    Lithium Supply Bloomberg: “FutureShock”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 134
  • 135.
    Lithium Reserves Globally Bloomberg:“Lithium Reserves Globally”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 135
  • 136.
    Lithium Mammoths Bloomberg: “SouthAmerica “triangle” accounts for 56% of global deposits”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 136
  • 137.
    Lithium Supply Bloomberg: “LithiumSupply Depends on Chinese Money ”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 137
  • 138.
    China Is theCentre of the Lithium Universe. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 138
  • 139.
    The Lithium Universe TNRGold NSR Royalty on Mariana Lithium with Ganfeng. Wormholes: Entry Into The Lithium Universe – China. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 139
  • 140.
    The Green EnergyMetals Royalty Co. TNR Gold Corp. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 140
  • 141.
    Ganfeng’s US$1B Investment TNRGold NSR Royalty: Ganfeng’s Mariana Lithium Phase I Official Inauguration of 20K LiCl T/Y on February 12. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 141
  • 142.
    Top Lithium Market BNEF:“China accounts for about 40% of Lithium demand”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 142
  • 143.
    Ganfeng Lithium isthe Largest Integrated Lithium Producer in China Ganfeng Lithium: “Focus, Innovation, Sustainability”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 143
  • 144.
    Ganfeng Lithium isthe Largest Integrated Lithium Producer in China Ganfeng Lithium: “China’s Largest Lithium Compounds Producer”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 144
  • 145.
    Entry into VerticallyIntegrated 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 2025 145
  • 146.
    Entry into VerticallyIntegrated 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 2025 146
  • 147.
    TNR Gold HoldsNSR Royalty on Mariana Lithium, Argentina. Ganfeng Lithium Operator 147 Kirill Klip GEM Royalty TNR Gold Lithium June 2025
  • 148.
    Top Lithium Market BNEF:“China accounts for about 40% of Lithium demand”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 148
  • 149.
    Lithium Carbonate Use CNBC:“Lithium carbonate use for various devices”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 149
  • 150.
    Lithium Demand BMI: “Howmuch raw material will Tesla’s Gigafactory consume?” Kirill Klip GEM Royalty TNR Gold Lithium June 2025 150
  • 151.
    Global EV DemandGrowth Albemarle: “Global EV Demand Growth”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 151
  • 152.
    Lithium Demand Albemarle: “LithiumDemand 2.5M to 3.3M T LCE by 2030”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 152
  • 153.
    Energy Transition Continues Albemarle:“EV Share of Vehicle Production by Region”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 153
  • 154.
    Current Lithium MarketPrices Albemarle: “Higher Long-Term Lithium Pricing Required to Meet 2030E Demand”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 154
  • 155.
    Lithium Mine ProductionLead Time IEA: “Range of typical lead times to initial production”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 155
  • 156.
    Dreams About LithiumMeet Mining Albemarle: “Recent Projects Took Up to 10 Years for Mines, Longer for Integrated Projects”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 156
  • 157.
    Summer 2017 My “TotallyOutrageous” 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 2025 157
  • 158.
    100M T LithiumLCE 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 2025 158
  • 159.
    Lithium Global Demand IEA:“Growth in demand for key critical minerals”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 159
  • 160.
    New Lithium MinesNeeded Bloomberg: “More Mines Recommended”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 160
  • 161.
    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 2025 161
  • 162.
    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 2025 162
  • 163.
    Lithium Supply BloombergNEF: “BuriedTreasure”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 163
  • 164.
    Green Energy Metals Bloomberg:“Multi-Trillion Dollar Net-Zero Opportunity”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 164
  • 165.
    Lithium Supply BloombergNEF: “BuriedTreasure”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 165
  • 166.
    We Need toProduce 12 Million T of Lithium LCE by 2030 2030: To Have 200 Million Electric Cars – 12 Million T of Lithium 2040: To Have 700 Million Electric Cars – 42 Million T of Lithium 2050: To Have All New Cars Electric – 100 Million T of Lithium Kirill Klip GEM Royalty TNR Gold Lithium June 2025 166
  • 167.
    Smart Money Controls Bottlenecks EnergySecurity. Electrification. Disruption of $12T Energy and Transportation depends on $12B Lithium market. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 167
  • 168.
    Ganfeng’s US$1B Investment TNRGold NSR Royalty: Ganfeng’s Mariana Lithium Phase I Official Inauguration of 20K LiCl T/Y on February 12. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 168
  • 169.
    China’s Lithium Giant GanfengLithium: “China’s Largest Lithium Compounds Producer”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 169
  • 170.
    China’s Lithium Giant GanfengLithium: “Largest Lithium Refinery”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 170
  • 171.
    China’s Lithium Giant GanfengLithium: “Lithium Resource Development”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 171
  • 172.
    China’s Lithium Giant GanfengLithium: “Lithium Chemical Capacity”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 172
  • 173.
    China’s Lithium Giant GanfengLithium: “Lithium capacity in expansion”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 173
  • 174.
    China’s Lithium Giant GanfengLithium: “Ganfeng Lithium Battery”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 174
  • 175.
    China’s Lithium Giant GanfengLithium: “Solid-State Battery”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 175
  • 176.
    Solid-State Lithium-Metal Batteries Solid-StateLithium-Metal Batteries can provide safer energy storage foe EVS with longer range. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 176
  • 177.
    China’s Lithium Giant GanfengLithium: “Solid-State Battery”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 177
  • 178.
    China’s Lithium Giant GanfengLithium: “Solid-State Battery”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 178
  • 179.
    China’s Lithium Giant GanfengLithium: “Solid-State Battery”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 179
  • 180.
    China’s Lithium Giant GanfengLithium: “Solid-State Battery”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 180
  • 181.
    China’s Lithium Giant GanfengLithium: “Solid-State Battery”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 181
  • 182.
    China’s Lithium Giant GanfengLithium: “Vertically Integrated Business Model”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 182
  • 183.
    China’s Lithium Giant GanfengLithium: “World-leading Position in Lithium Compounds and Metals”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 183
  • 184.
    China’s Lithium Giant GanfengLithium: “Access to Secure, High Quality Supply of Lithium Raw Materials”. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 184
  • 185.
    Ganfeng Tesla SupplyDeal Ganfeng made Lithium supply deal with Tesla. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 185
  • 186.
    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 2025 186
  • 187.
    Ganfeng Volkswagen SupplyDeal Ganfeng made Lithium supply deal with Volkswagen. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 187
  • 188.
    Ganfeng BMW SupplyDeal Ganfeng made Lithium supply deal with BMW. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 188
  • 189.
    Ganfeng Hyundai SupplyDeal Ganfeng made Lithium supply deal with Hyundai. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 189
  • 190.
    Mariana Lithium Ganfeng LithiumOperator 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 2025 190
  • 191.
    Ganfeng’s US$1B Investment TNRGold NSR Royalty: Ganfeng’s Mariana Lithium Phase I Official Inauguration of 20K LiCl T/Y on February 12. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 191
  • 192.
    Mariana Lithium “PhaseI” 20,000 T Lithium Chloride 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 2025 192
  • 193.
    The Green EnergyMetals Royalty & Gold Company. TNR Gold Corp. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 193
  • 194.
    GEM Royalty Co. TNRGold Corp. (TSXV: TNR) The Green Energy Metals Royalty & Gold Company. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 194
  • 195.
    GEM Royalty Co. TNRGold Corp. (TSXV: TNR) The Green Energy Metals Royalty & Gold Company. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 195
  • 196.
    GEM Royalty Co. TNRGold Corp. (TSXV: TNR) The Green Energy Metals Royalty & Gold Company. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 196
  • 197.
    GEM Royalty Co. TNRGold Corp. (TSXV: TNR) The Green Energy Metals Royalty & Gold Company. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 197
  • 198.
    GEM Royalty Co. TNRGold Corp. (TSXV: TNR) The Green Energy Metals Royalty & Gold Company. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 198
  • 199.
    TNR Gold Corp.Global Assets TNR Gold Corp. Current Holdings. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 199
  • 200.
    TNR Gold BusinessModel We do not have to contribute any capital to the development of Mariana Lithium. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 200
  • 201.
    TNR Gold Corp.Global Assets TNR Gold Corp. Current Holdings. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 201
  • 202.
    Mariana Lithium, Argentina MarianaLithium PEA released December 2018. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 202
  • 203.
    Ganfeng’s US$1B Investment TNRGold NSR Royalty: Ganfeng’s Mariana Lithium Phase I Official Inauguration of 20K LiCl T/Y on February 12. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 203
  • 204.
    Ganfeng’s US$1B Investment TNRGold NSR Royalty: Ganfeng’s Mariana Lithium Phase I Official Inauguration of 20K LiCl T/Y on February 12. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 204
  • 205.
    Ganfeng’s US$1B Investment TNRGold NSR Royalty: Ganfeng’s Mariana Lithium Phase I Official Inauguration of 20K LiCl T/Y on February 12. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 205
  • 206.
    Ganfeng’s US$1B Investment TNRGold NSR Royalty: Ganfeng’s Mariana Lithium Phase I Official Inauguration of 20K LiCl T/Y on February 12. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 206
  • 207.
    Mariana Lithium NSRRoyalty TNR Gold reports on Mariana Lithium Royalty Holding. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 207
  • 208.
    Ganfeng’s US$1B Investment TNRGold NSR Royalty: Ganfeng’s Mariana Lithium Phase I Official Inauguration of 20K LiCl T/Y on February 12. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 208
  • 209.
    Ganfeng’s US$1B Investment TNRGold NSR Royalty: Ganfeng’s Mariana Lithium Phase I Official Inauguration of 20K LiCl T/Y on February 12. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 209
  • 210.
    Mariana Lithium NSRRoyalty TNR Gold reports on Mariana Lithium Royalty Holding. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 210
  • 211.
    Ganfeng’s US$1B Investment TNRGold NSR Royalty: Ganfeng’s Mariana Lithium Phase I Official Inauguration of 20K LiCl T/Y on February 12. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 211
  • 212.
    Ganfeng’s US$1B Investment TNRGold NSR Royalty: Ganfeng’s Mariana Lithium Phase I Official Inauguration of 20K LiCl T/Y on February 12. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 212
  • 213.
    Mariana Lithium NSRRoyalty TNR Gold reports on Mariana Lithium Royalty Holding. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 213
  • 214.
    Ganfeng’s US$1B Investment TNRGold NSR Royalty: Ganfeng’s Mariana Lithium Phase I Official Inauguration of 20K LiCl T/Y on February 12. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 214
  • 215.
    Mariana Lithium NSRRoyalty TNR Gold reports on Mariana Lithium Royalty Holding. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 215
  • 216.
    Ganfeng’s US$1B Investment TNRGold NSR Royalty: Ganfeng’s Mariana Lithium Phase I Official Inauguration of 20K LiCl T/Y on February 12. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 216
  • 217.
    Ganfeng’s US$1B Investment TNRGold NSR Royalty: Ganfeng’s Mariana Lithium Phase I Official Inauguration of 20K LiCl T/Y on February 12. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 217
  • 218.
    Ganfeng’s US$1B Investment TNRGold NSR Royalty: Ganfeng’s Mariana Lithium Phase I Official Inauguration of 20K LiCl T/Y on February 12. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 218
  • 219.
    Ganfeng’s US$1B Investment TNRGold NSR Royalty: Ganfeng’s Mariana Lithium Phase I Official Inauguration of 20K LiCl T/Y on February 12. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 219
  • 220.
    Ganfeng’s US$1B Investment TNRGold NSR Royalty: Ganfeng’s Mariana Lithium Phase I Official Inauguration of 20K LiCl T/Y on February 12. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 220
  • 221.
    Ganfeng’s US$1B Investment TNRGold NSR Royalty: Ganfeng’s Mariana Lithium Phase I Official Inauguration of 20K LiCl T/Y on February 12. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 221
  • 222.
    Ganfeng’s US$1B Investment TNRGold NSR Royalty: Ganfeng’s Mariana Lithium Phase I Official Inauguration of 20K LiCl T/Y on February 12. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 222
  • 223.
    Ganfeng’s US$1B Investment TNRGold NSR Royalty: Ganfeng’s Mariana Lithium Phase I Official Inauguration of 20K LiCl T/Y on February 12. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 223
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    Ganfeng’s US$1B Investment TNRGold NSR Royalty: Ganfeng’s Mariana Lithium Phase I Official Inauguration of 20K LiCl T/Y on February 12. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 224
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    Ganfeng’s US$1B Investment TNRGold NSR Royalty: Ganfeng’s Mariana Lithium Phase I Official Inauguration of 20K LiCl T/Y on February 12. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 225
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    Ganfeng’s US$1B Investment TNRGold NSR Royalty: Ganfeng’s Mariana Lithium Phase I Official Inauguration of 20K LiCl T/Y on February 12. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 226
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    Ganfeng’s US$1B Investment TNRGold NSR Royalty: Ganfeng’s Mariana Lithium Phase I Official Inauguration of 20K LiCl T/Y on February 12. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 227
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    Ganfeng’s US$1B Investment TNRGold NSR Royalty: Ganfeng’s Mariana Lithium Phase I Official Inauguration of 20K LiCl T/Y on February 12. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 228
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    Ganfeng’s US$1B Investment TNRGold NSR Royalty: Ganfeng’s Mariana Lithium Phase I Official Inauguration of 20K LiCl T/Y on February 12. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 229
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    Ganfeng’s US$1B Investment TNRGold NSR Royalty: Ganfeng’s Mariana Lithium Phase I Official Inauguration of 20K LiCl T/Y on February 12. Kirill Klip GEM Royalty TNR Gold Lithium June 2025 230
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    GEM Royalty Co. TNRGold 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 Kirill Klip GEM Royalty TNR Gold Lithium June 2025 231
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    Thank you! Energy rEVolution. TheWorld Just Before The INTERNET. Contact [email protected] Visit www.kirillklip.blogspot.com Follow on Twitter @kirillklip Kirill Klip GEM Royalty TNR Gold Lithium June 2025 232