Investor Presentaiton
WHY LITHIUM?
3
Li
Lithium
6.94
The lightest metal and a key component in rechargeable batteries.
Lithium is crucial to the energy storage
sector and to the global energy transition.
Growing Supply-Demand Gap
6,000,000
EV VOLUMES
EVs Fueling Lithium Demand
GLOBAL BEV & PHEV SALES ('000s)
Battery Electric Vehicles
Plug-In Hybrids
13,0%
-EV Market Share
4,500,000
10522
We are
8,3%
here
3,000,000
6768
4,2%-
1,500,000
2,5%
2,2%
3244
73%
(t LCE)
1,3%
0,2%
0,4%
0,9%
0,6%
2276
2082
71%
1262
791
543
206
320
70%
75%
75%
67%
2014
2017
2018
2019 2020 2021
2022
+43% +109% +55%
2013
2015
2016
Growth +55% +70% +46% +59% +65% +9%
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
Total Demand
Secondary supply
Possible additonal tonnes
Sources: Benchmark Minerals Intelligence; https://www.ev-volumes.com/ https://insights.fastmarkets.com/why-there-is-still-time-to-avoid-a-lithium-supply-crunch-final/
https://www.kitco.com/news/2021-11-26/Global-lithium-demand-to-more-than-double-between-2020-and-2023-while-supply-may-fall-short-report.html
https://www.gminsights.com/industry-analysis/lithium-ion-battery-market#:~:text-Industry%20Statistics, (Li%2Dion)%20batteries
Unplanned
New Supply
2040
Probable additonal tonnes
Highly Probable additonal tonnes
Operational supply
Li-Ion Global Market Size
The global market size of Li-Ion batteries
crossed USD $52.5 billion in 2022...
2022: $52.5Bn
...and is expected to record over
16.5% gains annually through 2032...
>16.5% CAGR
...for a global market size of
USD $254.5 billion by 2032.
2032: $254.5Bn
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