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BackIntoTheFuture
LithiumWillPowerUsForTheNext50YearsAndThenRobotsKirillKlipInterna,onalLithium
Wentworth2017
BackIntoTheFuture
TheWorldJustBeforeTheINTERNET
KirillKlipInterna,onalLithiumWentworth2017
Benchmark:TheEndOfTheBeginning.InternaHonalAgencyforResearchonCancer
WorldHealthOrganizaHon2012.
IARC:DieselEngineExhaustCarcinogenic.
KirillKlipInterna,onalLithiumWentworth2017
ElonMusk:“AllCarsWillBeElectric.”WarrenBuffeT:“In20years,allcarsontheroad
willbeelectric.”November29,2009.
KirillKlipInterna,onalLithiumWentworth2017
TheParadigmShiY.WewereburningOILformorethan100yearsjusttogetEnergy.YouhavetofindOIL,
extractit,refineitandBURNitwithcancerhazardemissionslaterkillingallofus.SUNishereeverywhereprovidingEnergy,nowwecanconvertitintoelectricityvery
efficiently.TheGameChanger:nowwecanStoreEnergyElectricityCheaper-ElectricCarsarehere.
KirillKlipInterna,onalLithiumWentworth2017
Energy
WearejustbeforetheINTERNETCentrallyproduced
Controlled
KirillKlipInterna,onalLithiumWentworth2017
TheMiracle
BoJledElectricity
BaJeries
KirillKlipInterna,onalLithiumWentworth2017
EnergyrEVolu,on
NowwecanSTOREEnergyandUSEitwhenwewantit
DistributedEnergyGenera,onSolarAndWind
KirillKlipInterna,onalLithiumWentworth2017
TheGameChangerThisMagicDeviceIsCalled
AnElectricCarLithiumTechnology
CheaperlithiumbaJerieschangeeverything
KirillKlipInterna,onalLithiumWentworth2017
TheGameChanger:TechnologyVs.OIL.ThepriceofOILwentdownfromitspeak70%now.
Thepriceofall-incostoflithiumbaTerieswentdownmorethan70%.ElonMusk:Teslacanproduceall-incostoflithiumbaTeriesat$190/KWh.
KirillKlipInterna,onalLithiumWentworth2017
LITHIUM
ThemagicmetalattheveryheartoftheEnergyrEVolu,on
KirillKlipInterna,onalLithiumWentworth2017
WhyLithium?
• LowestAtomicMass–HighestEnergy/Weight• HighestReac,vity–HighestVoltageandEnergy• HighestEnergydensitypervolumeandweight• Cheap,evennow<<3%ofBaJeryCost• 26yearsinthefielda]erdecadesand$$$BillionsinR&D
• Watchthebestvideo:hJp://kirillklip.blogspot.co.uk/2015/11/lithium-air-baJery-breakthrough-will.html
KirillKlipInterna,onalLithiumWentworth2017
WhatMarketSizearewetalkingabout?Summer2015:ALLLithiumMarketmeasuredinLCEwasonly$1BilliondollarsinSales.December2017–$2.5Billiondollars.CostofLithiumis$1inyouriPhone,2%inTesla‘sBaTery.SecurityofLithiumSupplyatthebaseoftheNextBigThing-
disrupHonof$12TrillionAutosandEnergyIndustries.ExponenHalGROWTH.
KirillKlipInterna,onalLithiumWentworth2017
InternaHonalLithiumCorp.LithiumStrategicInvestmentsandRoyaltyCo.
Porioliooftheworld-classLithiumAssetswiththeindustryleaderswhicharereadyforM&AtorealizevalueinStrategicTransacHons.
KirillKlipInterna,onalLithium
Wentworth2017
LithiumGeneraHonCatalyst:from2to7,000
TeslaModelS90–MoreThan7,000LiBaTeriesYourfartherwithremotecontrol-2baTeries.
YourTeslaonthedrivewayismorethan7,000oflithiumbaTeries.
KirillKlipInterna,onalLithiumWentworth2017
Howit’sstarted.Lithium-ionBaTerywascommercializedbySONYin1991.
Walkman.Freedom.Mobility.LithiumTechnology:26years,numerousdevicesand$$$BillionsinR&D
KirillKlipInterna,onalLithiumWentworth2017
DoyourememberNokia?WithFossilFuelswehavediminishingreturnonEnergyInvested.Shale“revoluHon”-anotherSubprimeBubbleandborrowedHme.
EnergyStorageisLithiumTechnologywithpricesgoingdowneveryyear.
KirillKlipInterna,onalLithiumWentworth2017
PowerToolsNCALiChemistry–LikeTesla.AYerdecadesofR&D–NCA:Proven10yearsoldtechnology.
GM–NMCandNMC2.0ARGONNE,LGChem
KirillKlipInterna,onalLithiumWentworth2017
WeneedalotofbaTeries.WorldgoesMOBILE.
SunisalwaystheretoCHARGEourbaTeries.
KirillKlipInterna,onalLithiumWentworth2017
LithiumBaTeriesCommunicaHonIndustry–Alreadyhappened.
ElectricCarsAutoIndustry–Alreadyhappening.EnergyAndUHliHesIndustries–TheNewFronHer,ongoing.
KirillKlipInterna,onalLithiumWentworth2017
AppleiCar–CanchangeEVmarketovernight.WearesHllwaiHng…ThePowerofBrandandCAPITAL.
TeslaModel3-$35kfor200Mileswillbemadefrom20.02.2017.GMBolt–$37kfor200MilesisrollingoutintheUSandCanadanow.NissanLeaf-$??For500km??BMWi3newbaTery-SalesareUP.
KirillKlipInterna,onalLithiumWentworth2017
TheTide:ElectricCarsarecoming.Therealstory:thereareover70modelsofelectriccarsonsaleinChina
nowalready!
KirillKlipInterna,onalLithiumWentworth2017
TeslaModel3-400,000reservaHonsinamonth!AnalystswerespeculaHngwhenreservaHonscanreach100,000.PeoplearereadyandWAITINGtobuythebestelectriccars.
ElonMusk:“Bestproductlauncheverinthehistory“.
KirillKlipInterna,onalLithiumWentworth2017
TeslaModel3launch–Lithium2.0Lithium1.0–ThereareNOGOODelectriccars.GMsold7kChevyVoltsinsteadof10kin2010IttookGM7yearstosell100kChevyVolts,BYDhassoldthesameamountofEVsjustin2016.
Lithium2.0–GreatElectricCarsarehere:Tesla,GM,BMW,Ford,Nissan…Thereare70EVmodelsonsaleinCHINANOW.
TeslacanmakelithiumbaTerywithall-incostof190/kWh!
KirillKlipInterna,onalLithiumWentworth2017
NEXT–MassMarketForEVs20/200$20kbuysyouBMW2serieswithover200milesrange.
NowTesla’s50kWhLithiumBaTerycostis$9.5k,downfrom$17k.LithiumBaTeryis1/3ofEVcost.
KirillKlipInterna,onalLithium
Wentworth2017
NEXT-TeslaPowerwallTransporta,on-$4Trillion
Energy-$8Trillion,SubsidiestoFossilFuels$5.3Trillion(IMF)TeslaEnergy:2016Q125MWh–2,500Powerwallsand100Powerpacks.
KirillKlipInterna,onalLithiumWentworth2017
EnergyStorage–TotalTransiHonFromOIL.WhatCentralPlannerscando?
FEDcanprintmoney-investorsarehappy.ChinaisbuildingTheSwitch–NewEnergyPlan.
KirillKlipInterna,onalLithiumWentworth2017
GlobalWarning:SolarPowerIsCheaperThanCoalAndNuclear-ChinaCanceled104NewCoalPlants.
hTp://kirillklip.blogspot.co.uk/2017/01/global-warning-solar-power-is-cheaper.html
KirillKlipInterna,onalLithiumWentworth2017
NEXT–EnergyGeneraHonandUHlityStorage.ItwillbeLARGERthanEVsforLithiumTechnologymarket.
SOLARisgrowingexponenHally.
KirillKlipInterna,onalLithiumWentworth2017
TheLastHope?ElonMuskandTesla.Isitourlasthope?
“AmericaGreatAgain”withaSteamEnginepoweredby“CleanCoal”???TheEndofEmpire–RedsaregoingGreen.OILisOUT.TheEndofICEAge.
“ChinaistheCentreofLithiumUniverse.”
KirillKlipInterna,onalLithiumWentworth2017
LithiumTechnologyAndEnergyrEVoluHonHowMuchLandWouldItTakeToPowerTheEnHreUSAWithSolarEnergy?
ThisiswithTechnologyavailabletoday.TheGameChanger:EnergyStorage.Below5centsROOFsarekillingUHliHes.
KirillKlipInterna,onalLithiumWentworth2017
WarrenBuffeTBoughtRecordLowSolar3.87c/kW,2.99c/kWSolarSysteminDubai.
EnergyStorage.MassproducHonandNewTechnology.SolidStateLithiumBaTery–Gigafactory?
$100perkWhofLithiumBaTery.TeslaModel3BaTery–$5k,CostofLithiumisbelow3%.
KirillKlipInterna,onalLithiumWentworth2017
LithiumSupplyChain.LithiumisforBaTeries,likeSUGARforCoca-Cola.
VerHcallyIntegratedLithiumBusiness.InternaHonalLithiumandGanfengLithium-$3.0BillionMCisoneofthe
NewLithiumBigFive.
KirillKlipInterna,onalLithiumWentworth2017
TeslaGigafactory–LargestFacilityInTheWorld.$5BillioninvestmentbyTesla&Panasonic.
MassProducHon500kEVs/yearHolyGrailforEVs–WhenCostOfLithiumBaTeriesDropsto$100/kWh
KirillKlipInterna,onalLithiumWentworth2017
NotOnlyTeslaGigafactory–LithiumMegafactories.771LCET/GWh
GoldmanSachs:Every1%ofEVSalesinTotalAutoSales=70kTofLCE2016:LithiumSupplyforBaTeriesisuponly14%-LCEPricesareUP74%!
KirillKlipInterna,onalLithiumWentworth2017
Now3TrillionIndustriesAreInvesHngInLiBaTeries.CommunicaHons.ElectricCars.
EnergyandUHliHes.
KirillKlipInterna,onalLithiumWentworth2017
LithiumBaTery.ThisiswhatinsideTesla.
NextstageLithiumSolidSateandLithiumAir.LithiumAir–costbelow$100/kWhandTeslaModelSwithrangeover500
miles.
KirillKlipInterna,onalLithiumWentworth2017
Future:LithiumSolidStateandLithium-Air.Watchthatvideo!
hTp://kirillklip.blogspot.co.uk/2015/11/lithium-air-baTery-breakthrough-will.html
KirillKlipInterna,onalLithiumWentworth2017
LithiumSupply:BrineandSpodumene.SecurityofLithiumSupplyisEverything.
CompeHtorsarecutngintothesupplylines.LithiumMaterialProducersarebuyingintoLithiumMinerstoSecureSupply.
KirillKlipInterna,onalLithiumWentworth2017
SQM–TheLostParadise.TheEndofBig3–TheNewLiBig5.
Albemarle,SQM,Ganfeng,Tianqi,FMC.
KirillKlipInterna,onalLithiumWentworth2017
ICYMI:“TheSecondShockAYerVolkswagen.”“ItIsHappening.ThisIsNOW.(October2015)
ElectricCarsAreBeTerThanICE.”
KirillKlipInterna,onalLithiumWentworth2017
AYerTheVolkswagenDIEselGate.TheEndofICEAge.
Teslaisoutsellingallluxurybrandsnow:Mercedes,BMWandAudi.
KirillKlipInterna,onalLithiumWentworth2017
ButTheRealElectricrEVoluHonIsInChina.IttookGM7yearsfrom2009tosell100kofChevyVolts-BYDsoldmorethan100kEVsinjust1yearin2016!Therearemorethan70modelsofElectricCarsonsaleinChinanow.ChinasellsmoreEVsthanEuropeandtheUScombined.Oncetheyareready–totalbanofICEcars.ICEAgeisOVERandOILisOUT.EmpireisGONE.
KirillKlipInterna,onalLithiumWentworth2017
LithiumRace:WhichWillBeTheFirstCountryToBanFuel-BurningCars:Norway,Netherlands,Germany,IndiaorChina?LithiumRace:WhichWillBeTheFirstCountryToBanFuel-BurningCars:Norway,Netherlands,Germany,IndiaorChina?
LithiumRace:WhichWillBeTheFirstCountryToBanFuel-BurningCars:Norway,Netherlands,Germany,IndiaorChina?
hTp://kirillklip.blogspot.co.uk/2016/10/lithium-race-which-will-be-first.html KirillKlipInterna,onalLithium
Wentworth2017
InternaHonalLithiumCorp.ILCisacHvelyengagingintheinvesHgaHonandidenHficaHonofstrategic
opportuniHesbothinternallyandwithselectinvestmentconsultants.AllinterestedparHesinInternaHonalLithium’sporiolioofassetsanditsnewbusinessmodelare
KirillKlipInterna,onalLithiumWentworth2017
LithiumUniverseLithiumWillPowerUsForTheNext50YearsAndThenRobots.
Thankyou.Followmystreamofconsciousness@kirillklipandmyblog:hTp://kirillklip.blogspot.com
KirillKlipInterna,onalLithium
Wentworth2017