Investor Presentaiton
Forecast US Lithium Market Trends
Rhyolite Ridge is ideally positioned to serve the US supply chain
Gigafactory demand
2021a 57 GWh / 4 gigafactories
2026f-393GWh / 21 gigafactories (~337ktpa of LCE)
2031f-703GWh / 21 gigafactories (~602ktpa of LCE)
Forecast LCE Supply
• 2021a - 5ktpa
2025f-122ktpa (incl. Rhyolite Ridge)
PANASONIC, TESLA,
GIGAFATORY 1
Nevada
49GWh
TESLA
California
10 GWh
RHYOLITE RIDGE
PROJECT
KORE POWER
Arizona
12 GWh
ioneer
+5 OTHER PLANTS
With locations TBC
138GWh
LG CHEM
Michigan
18GWh
LG CHEM/GM
LORDSTOWN
FORD, SKI
Tennessee
43GWh
GM, LG CHEM
Tennessee
TESLA, 30GWh
TERAFACTORY
Texas
200 GWh
Ohio
30GWh
FORD, SKI
Kentucky
86GWh
AESC
IM3
New York
32GWh
TOYOTA
North Carolina
Tennessee 12GWh
10GWh
SKI, COMMERCE
Georgia
32GWh
US car market overly dependent on foreign battery supply chain
Source: Benchmark Mineral Intelligence Report - Gigafactory Assessment, January 2022
ioneer Investor Presentation
ASX: INR
www.ioneer.com
CO
6View entire presentation