Investor Presentaiton
Lithium Supply Requirements
Accelerating EV Deployment & Demand Trajectories
.
ATLAS
LITHIUM
Lithium Supply Requirements by Scenario2
Lithium demand is growing at the fastest pace among major
minerals, largely reflecting the dramatic increase in EV
deployment
kt
1400
1200
o Automakers are increasing efforts to secure raw materials needed
for making batteries as global demand for EVs rises
1000
800
o Lithium-ion batteries are attractive to EV manufacturers due to their
lightweight nature, high density energy, and low cost
600
I
400
200
0
•
⚫ Recent legislation is pushing major economies toward adopting
zero-emissions vehicles in just over a decade
2020 |
2030
STEPS
SDS
o California, New York, New Jersey, and the EU each moved to
effectively ban new sales of fossil fuel cars by 20351
o Satisfying battery metals demand for new government-backed
sustainability goals will require significant additional lithium supply
2040
2040 I 2030
STEPS = Stated Policies Scenario, an indication of where
the energy system is heading based on a sector-by-sector
analysis of today's policies and policy announcements
SDS = Sustainable Development Scenario, indicating what
would be required in a trajectory consistent with meeting the
Paris Agreement goals
(1) California Air Resources Board; New York State Office of the Governor; Reuters: EU Approves Effective Ban on New Fossil Fuel Cars From 2035
(2) IEA: The Role of Critical Minerals in Clean Energy Transitions
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