Investor Presentaiton
A Rapidly Evolving Lithium Market
GLOBAL LITHIUM SUPPLY SHORTFALLS
EXPECTED
(LCE TONNES)
6,000,000
5,000,000
4,000,000
3,000,000
2,000,000
1,000,000
0
2020
2025
2030
Total Supply
2035
2040
Base Case Demand
Source: Benchmark Mineral Intelligence - Lithium Forecast, Q3 2022
LCE = lithium carbonate equivalent
TSX.V: BRW
brunswick
bru exploration
Ultium Michigan
Panasonic - Kansas
Tesla - Nevada
BlueOvalSK Tenn
BlueOvalSK - Kentucky II
BlueOvalSK - Kentucky I
LG-Holland
Stellantis / LG Energy
LG - Honda
Ultium Tennessee
Ultium Ohio
Stellantis/Samsung
Envision - South Carolina
Toyota North Carolina
Tesla - Austin
SK - Georgia
ONE - Michigan
LG Queen Creek
Tesla Fremont
LiOH REQUIRED BY SELECTED GIGA-FACTORIES BY 2030
TOTAL ANNUAL DEMAND
>650,000/tpy
10,000 20,000 30,000 40,000 50,000 60,000
SELECTED US LITHIUM HYDROXIDE SUPPLY BY 2030
Piedmont
Carolina Lithium
Standard Lithium Phase 2
Tennessee Lithium
loneer
Phase 2
TOTAL ANNUAL SUPPLY
-230,000/tpy
Livent
Bessemer City NC
Albemarle
100,000/tpy - Location tbd
0
10,000
20,000
30,000 40,000 50,000 60,000
1.
Source: Benchmark Mineral Intelligence - Lithium Forecast, Q3
2022, company announcements and Piedmont Lithium estimates
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