Albemarle Investor Presentation slide image

Albemarle Investor Presentation

Jan Feb 2 4 9 8 Mar Apr May Jun Jul Aug Sep Oct Nov Dec 10 Increasing Our Lithium Market Demand Outlook: 5x Growth by 2030 Cumulative Sales by Year¹ (M units) 2022 vs. 2021: +64% Global EV Production / Market Penetration² 2022-2027 Lithium Demand ALB Projections³ (MMt LCE) 2019 2.5 CAGR: 25-30% 4.0 48% 3.5 3.0 46.9 1.8M Mt 28% 2.5 2025 18% 2.0 14% 25.7 1.5 3% 15.7 11.2 1.0 2022E 2023E 2025E 1 Marklines data as of 01/25/2023 2 S&P Global Mobility, Global Production based Alternative Propulsion Forecast, November 2022 3 Albemarle analysis 2030E 2019 0.5 3.7M Mt 2030 2019 2021 2020 2022 EV production (M) --EV penetration (%) 2020 -2022 2021 ⚫2023 EV Grid Mobility Consumer Electronics Industrial Inventory Change 2030E lithium demand of 3.7MMt LCE +15% from previous forecast due to IRA and strong EV demand 2021 2023 2025 2027 2029 2022E by Application ³ (MMt LCE) 2022-2027 CAGR: 25-30% 3.7M Mt 0.8M Mt 1.8M Mt .il 1.2M Mt 2023E 23 ALBEMARLE 23 2025E 2030E
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