Corporate Presentation January 2024
Geopolitical Dependency
VERDE
CLEAN FUELS
China is Dominant in Mineral Processing¹...
Mineral Processing - 2022
40% of Total Global Oil Production is at Geopolitical Risk
100%
80%
60%
40%
20%
0%
Lithium
Nickel
Cobalt
Graphite
China ■Australia
■Indonesia Europe US
■ Other
... And 2/3 of batteries are produced in China²
Top 5 Countries by
Battery Capacity
Deployed Q3 2023:
UK
France
3%
Germany 5%
8%
USA
18%
China
66%
2023E Global Oil Production (MMbpd)³
Russian Oil = 11% of Total
Other, 55
Russia, 9.7
Saudi
Arabia, 10
Iraq, 4.3
UAE, 3.1
Kuwait, 2.6
Iran, 2.9
Qatar, 2.1
Oman, 0.8
Middle East Oil
= 29% of Total
"The collision between geopolitical fragmentation, tensions, and
interdependencies opens the door to episodes of price volatility
and supply disruptions — which are likely to become more
frequent in the decade ahead." 4
Copyright 2024 Verde Clean Fuels
Sources: ¹China's Role in Critical Mineral Supply Chains | German Marshall Fund of the United States (gmfus.org); 2https://cleantechnica.com/2023/11/24/the-5-countries-producing-the-most-ev-batteries/ ;
³https://www.eia.gov/tools/faqs/faq.php?id=709&t=6; 4 https://lazard.com/media/ecippffr/critical-materia Is-research-brief-may-2023.pdf
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