MP Materials SPAC Presentation Deck
GLOBAL SUPPLY UNABLE TO MEET FORECASTED DEMAND
EVS ALONE COULD CONSUME THE ENTIRE WORLD SUPPLY WITHIN A DECADE
Global Electric Vehicle Units Sales/% of Global Total Vehicle Unit
Sales
Unit soles (MM)
100,0
80/0
60.0
EVS
consume
onnual
Ndr
20.0 -production
EVS would
consume
-225 of
cument
annual
NOFT
MP MATERIALS
Evs would
consume
-51% of
curent
annual NdPy
production
2019 2021 2023E 2025E 2027 2029 2031 2033E 2035E 2087€ 2099E
Unit Sales (MM)
of Total Ciobal Unit Sales
Souro Morgan Stanley Research, CRU
Nalex
EVs would
consuma
-101% of
cument annual
Nor production
of the consumption per Eur CRU
100%
75%
Representative Electric Drivetrain
NdPr Magnet
NdPr Magnet
"The smaller size / weight, higher torque density and improved efficiency of
permanent magnet motors compared to induction motors make them attractive for
use in HEV and EVs, as they provide better acceleration, reduce vehicle weight and
alow greater space for other components. It is expected that other models will
Introduce permanent magnet motors to improve their performance and range as the
EV market becomes more competitive."
Roskill
MARKET GROWTHView entire presentation