Investor Presentaiton slide image

Investor Presentaiton

LEAD MARKET OPPORTUNITY - DEMAND BY APPLICATION Pacifico Minerals Ltd ASX:PMY • LEAD CONSUMPTION BY SECTOR Largest sector of lead demand is automotive (AV) batteries, accounting for more than 86% of refined lead (of which 64% is used in replacement batteries)¹. 13% 49% 14% 7% 16% Automotive replacement Automotive original equipment Industrial traction Industrial stationary Non-battery uses RECHARGEABLE BATTERY GLOBAL MARKET 2000-2025 MWh > 1000 GWh Others 730 GWh 440 GWh 325 GWh 210 GWh LIB NiMH NiCd Lead Acid 2005 2010 2015 2020 2025 • Wood Mackenzie therefore expects automotive demand to boost lead battery production across 2019². Car ownership in China reached 240M units by the end of 2018 - up 10.5% from 2017. EVS require a separate energy storage system to power the lithium-ion propulsion batteries that run their battery management computers and safety systems (i.e. electric braking). Lead is significantly cheaper per unit of storage so it remains the core technology for this application. Start-stop automotive technology is becoming more common and places greater power demands on lead batteries these vehicles will therefore contain 25% more lead per battery ³. It is forecast that globally approximately 50% of all new vehicles will be SSVs by 2020. Rollout of 5G networks will also support demand for lead in 2019 as base stations currently use lead batteries¹. In China alone, base station production rose by 134% in 20184. Lead-acid has a role in the electrification of bikes. There are roughly 15M e-bikes are sold in China alone each year. There is growing use of lead in industry for energy storage systems in 2019. Australia alone is tipped to add more than 70,000 home batteries in 2019 due to government subsidies and incentives ³. 1 SMM Information & Technology Co Ltd 2018 (https://news.metal.com/newscontent/100847146/smm-price-forecast-conference-2019:-slowing-demand-new-capacity-to-grow-lead-supply-surplus/) 2Wood Mackenzie January 2019 Report 'Lead: 5 things to look for in 2019.' 3 The Assay Group Mining Magazine (https://www.theassay.com/articles/lead-5-things-to-look-for-in-2019/) 4 RenewEconomy (https://reneweconomy.com.au/australia-tipped-to-add-70000-home-batteries-in-2019-lead-global-demand-64414/) PACIFICO MINERALS LIMITED ASX:PMY 20 20
View entire presentation