Infinity Metals Limited · ASX:INF
Infinity Metals — Infinity Lithium — Benchmark Week 2020 – Battery Megafactories Europe Conference & Panel
22 slides from Infinity Metals's conference presentation, Dec 9, 2020
Slide 1: Infinity to present at European & Australian conferences
INFINITY TO PRESENT AT EUROPEAN & ASX Release 9 December 2020 AUSTRALIAN CONFERENCES ASX: INF FRA: 3PM For personal use only Infinity Lithium Corporation Limited (‘Infinity’, or ‘the Company’) is pleased to Project highlights be presenting online at the Benchmark Week 2020 – Battery Megafactories Eu
Slide 2: For personal use only
For personal use only Infinity Lithium Corporation Limited ACN 147 413 956
Slide 3: Battery Megafactories Europe Investor Presentation & Panel Discussion
BATTERY MEGAFACTORIES EUROPE For personal use only ASX : INF | FRA : 3PM INVESTOR PRESENTATION & PANEL DISCUSSION Wednesday 9 December 2020
Slide 4: Disclaimer
Disclaimer For Consideration This presentation has been prepared by Infinity Lithium Corporation Limited “Infinity Lithium”. This document contains background information about Infinity Lithium current at the date of this presentation. The presentation is in summary form and does not purport to be a
Slide 5: Infinity Lithium: Overview
Infinity Lithium: Overview SNAPSHOT CORPORATE INFORMATION (ASX:INF) For personal use only Building the capability to supply lithium chemicals that are Shares on issue ~ 310.3m critically required for the EU’s rapid transition to electric Options, SARS ~ 87.2m mobility Share price (1) A$0.155 Fully i
Slide 6: Why Infinity Lithium?
Why Infinity Lithium? EV Uptake For personal use only ❑ European Governments are driving mega-trend towards electrified vehicles. Adoption of EVs are rapidly accelerating in the EU ❑ EU, the 2nd largest but fastest growing EV market in the world during 2020. Strategic Political Focus ❑ EU committed
Slide 7: San José Lithium Project: Highlights
For personal use only San José Lithium Project: Highlights FULLY INTEGRATED PRODUCTION INF: 75% project ownership; option to acquire 25% of battery grade lithium hydroxide EU’s 2nd largest hard-rock lithium resource Planned production ~ 15kt pa(1) lithium hydroxide Project life 30yrs Pre-production
Slide 8: EU Policy: Driving the EV Mega Trend
EU Policy: Driving the EV Mega Trend The EU is committed to a Net Zero Carbon 2050 target For personal use only Indicative Fines for Exceeding Emissions Targets: Major Carmakers(1) Strict regulations on Fines for emissions emissions in the € billions € billions are driving EU companies to be at the
Slide 9: Recent EU Developments
Recent EU Developments EU MASS ADOPTION OF EVs For personal use only Driven by policy, EV registrations in the EU pass diesel ICEs for the 1st time in Q3 2020 Launch of Raw List of Critical Raw Materials Alliance Materials European automakers need to transition to EV production rapidly as consumer p
Slide 10: Infinity Lithium: Lithium Market & EU Focus
Infinity Lithium: Lithium Market & EU Focus The availability of battery grade lithium hydroxide remains key…. as competition heats up between For personal use only China and the EU $24m EU Megafactory Production (1) 500,000 Capacity 508 GWh 18.8x 450,000 2019 400,000 350,000 276 GWh 300,000 LCE tonn
Slide 11: Infinity Lithium: Lithium Market & EU Focus
Infinity Lithium: Lithium Market & EU Focus Battery grade lithium hydroxide For personal use only 2nd Urgent response is required in the EU $24m Europe is forecast be the 2nd largest producer of • European Commission drive to develop an EU lithium-ion Maros Šefčovič value chain Vice President of the
Slide 12: EU Lithium-ion Battery Value Chain
For personal use only EU Lithium-ion Battery Value Chain Hard Rock Chemical Cathode Lithium-ion Battery Cell Electric Resource Conversion Production Production & Assembly Vehicles ❖ The existing supply chain for lithium-ion batteries for EV production in the EU is grossly inefficient and carbon inte
Slide 13: Low Cost on a Global Scale, EU Advantage
Low Cost on a Global Scale, EU Advantage $/t LIOH Lithium Hydroxide Cost Curve (2022, US$/t) For personal use only 12,000 10,000 OPEX SAN JOSE $5,434¹ 8,000 6,000 Non-integrated: Merchant conversion 4,000 2,000 0 0 40 80 120 160 200 240 280 Cumulative Production (000t) Source: Canaccord 2019 (1) Ave
Slide 14: EIT InnoEnergy & Infinity Lithium
EIT InnoEnergy & Infinity Lithium Infinity: The 1st Lithium Project to Secure EU Funding through EIT InnoEnergy For personal use only Under the Business Investment Platform $24m EIT InnoEnergy €800,000 ❑ Manages EBA industrial Direct Investment (~ A$1.3m) development programme EBA250 ❑ Payable in 3
Slide 15: Infinity Lithium Technical Program
Infinity Lithium Technical Program 2020: Commence Feasibility Study For personal use only Bench scale optimisation & production of battery grade samples Funded by EIT InnoEnergy: Technical Advisory Committee • Total funding commitment €800,000 Leading lithium processing experts leading the • Tranche
Slide 16: Net Carbon Neutral 2050: EU Funding
Net Carbon Neutral 2050: EU Funding EU’s economic recovery aligned to transforming the EU’s economy for a sustainable future through investment For personal use only in digital, renewable energy and environmentally sustainable projects. Coronavirus Recovery Fund €750 billion "ready-made tool" to boo
Slide 17: Prioritising Sustainable & Ethical Sourcing
For personal use only Prioritising Sustainable & Ethical Sourcing European Commission will propose new environmental standards for batteries: an effort to outgreen China & offer local producers a way to differentiate their production from Asian competitors. Europe plans ‘battery passport’ to ensure
Slide 18: Good Citizens: ESG Profile
Good Citizens: ESG Profile San José is a sustainable and fully integrated project aligned to the EU’s green strategic targets For personal use only Very low strip ratio: No shipping of plant producing minimal feedstock: resource & waste conversion plant on site EU sourced reagents: Close to EU end m
Slide 19: Infinity Lithium: Milestones
Infinity Lithium: Milestones Expand in-country management team Increase San José project ownership Cayetano Polo: For personal use only Head of Institutional Relations Renegotiate JV agreement Complete phase one test work st Produce 1 samples of battery grade LiOH Complete test work: produce
Slide 20: Summary
Summary Summary Follow Us Fully integrated lithium hydroxide production in the EU For personal use only infinitylithium.com European Deal with InnoEnergy: Funding Feasibility Test Work sanjosevaldeflorez.es Leveraging the EU’s rapid adoption of electric vehicles Infinity Lithium @Infinitylithium Bui
Slide 21: Appendix 1: Lithium Forecast
For personal use only Appendix 1: Lithium Forecast $24m Source: Benchmark Lithium Forecast Q3 2020 19
Slide 22: Appendix 2: Lithium ion Battery Megafactory
For personal use only Appendix 2: Lithium ion Battery Megafactory $24m Source: Benchmark Mineral Intelligence: Lithium ion Battery Megafactory Assessment (November 2020) 20
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