Livent Corporation Investor Presentation
Livent
Lithium Hydroxide Market Dynamics
Battery-Grade Lithium Hydroxide Demand¹
2,000 ('000 product metrics tons)
(1)
1,600
1,200
800
400
0
46% CAGR
2020
15% CAGR
Source: Wood Mackenzie (June 2022).
2025
2030
●
●
Supply Outlook
Delays to expansion projects for new and
established producers and continued supply
chain-related challenges
Increasing capital intensity of expansion
projects
Non-integrated convertors in China facing
greater difficulty in securing available
feedstock material to operate
• Lithium Hydroxide qualification for high-
nickel cathode applications becoming
increasingly more complex
Timeline for new producers can
exceed 12 months for energy
storage applications
Fully integrated Lithium Hydroxide
producers like Livent benefit from stability
of supply and predictability of cost
Livent well positioned to take advantage of rapid growth in Lithium Hydroxide demand
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