Investor Presentaiton
1.0
2.0
3.0
40
4.0
5.0
6.0
Pressure From Auto Industry to Accelerate Lithium Supply Growth
Cumulative Sales by Year¹
(M units)
2021 vs. 2020:
+111%
Global EV
Production /
Market Penetration²
2020-2025
CAGR: ~45%
3.5
39.0%
Lithium Demand
ALB Projections³
(Mt LCE)
by Application³
(Mt LCE)
2020-2025
CAGR: ~25%
May
Jun
Jul
Aug
Sep
2013
2015
2017
2019
2020
2021
18
MAKING THE WORLD SAFE AND SUSTAINABLE
Oct
Nov
Dec
2015
0.6
0.7%
2020
4.6%
8.3%
3.4
6.3
2021
EV production (M)
EV penetration (%)
2025
2030
22.0%
40.6
2.5
21.7
1.5
0.0
2016
0.5
2018
10
1.0
2020
3.0
2.0
1.5Mt
2025
2022
Lithium demand acceleration driven by EVS
2024
2026
2021
2020
2022
1 Marklines data as of 1/25/2022. 2 IHS Markit, Global Production based Alternative Propulsion Forecast, December 2021.
3 Albemarle analysis.
2028
2030
2020
3.2Mt
2030
0.36Mt
0.5Mt
2021
EV
Grid
Mobility
2025
1.5Mt
2030
Consumer Electronics
Industrial
Inventory Change
ALBEMARLE
3.2MtView entire presentation