Investor Presentaiton
EV sales driving lithium-ion battery demand
Macro trajectory shows 13-fold increase by 2030
EVs to be 35% of all vehicle sales in ten years
ANNUAL EV SALES (MILLIONS)
KG
6 INTERNATIONAL
GRAPHITE
50.0
45.0
40.0
35.0
30.0
25.0
20.0
15.0
442,200
660,000
898,000
1,353,000
1,478,400
22.4
10.0
20.5
13.6
5.0
10.0
6.7
2,653,200
40.2
0.0
2021
Sales
2022
Sales
2023
Actual
Sales¹
2025
2025
2030
- STEPS
- APS
- STEPS
1 Reuters 11 January 2024
2,970,000
45.0
2030
- APS
Graphite required (tonnes)
22.3kg
53.2kg
Copper
66.3kg
Graphite
39.9kg
Nickel
11.2kg
24.5kg
Manganese
13.3kg
Cobalt
8.9kg
Lithium
0.5kg
Rare Earth
0.1kg
zonc
Electric
Vehicles vs
Petrol Cars
Mineral content kg/vehicle
Steel/aluminium not included
p16
0.3kg
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