New Age Metals Inc · TSXV:NAM
New Age Metals — Conference Presentation (March 2016)
19 slides from New Age Metals's conference presentation, Mar 4, 2016
Slide 1: Australia: A Reliable and Diverse Source of Lithium for the Growing Battery Market
“Australia: A Reliable and Diverse Source of Lithium for the Growing Battery Market ” Private Presentation, Perth. 4th March 2016 Professor Dudley J. Kingsnorth Curtin Graduate School of Business & IMCOA
Slide 2: Disclaimer (Forward Looking Statements) and Disclosure
Disclaimer (“Forward Looking Statements”) The statements in this presentation represent the considered views of the Industrial Minerals Company of Australia Pty Ltd (IMCOA) and the Curtin Graduate School of Business (CGSB) at Curtin University, Western Australia. It includes certain statements that
Slide 3: Lithium: What is it?
Lithium: What is it? Curtin University is a trademark of Curtin University of Technology CRICOS Provider Code 00301J IMCOA 3
Slide 4: Lithium – Li, Li2O or Li2CO3?
Lithium – Li, Li2O or Li2CO3 ? The lithium content of minerals and compounds is referred to in one of three units depending on the source quoted and the end-use referred to: lithium (Li) content lithium oxide (lithia, Li2O) content lithium carbonate (Li2CO3) content or lithium carbonate equiva
Slide 5: The Lithium Market Today
The Lithium Market Today Estimated demand 2015 : ~160,00ktpa LCE (2014: ~150 ktpa) Lithium Market ‘Value’: ~US$900 million. Market could grow to 4-500ktpa by 2025. Brine sources are dominant supply at present. Time to construct and high capex of future brine production are creating opportu
Slide 6: Lithium Market by Sector 2015-2025
Lithium Market by Sector 2015-2025 Forecast (Conservative) Global Growth Rates 2015 to 2025 Demand Growth between Application Lithium Products ktpa LCE 2015-2025 •Specialty compounds – primarily Batteries 60-70 ktpa 10-15%p.a. = 200-250ktpa derived from lithium hydroxide •Spodumene concentrates Glas
Slide 7: The Ideal Battery – Why Lithium?
The Ideal Battery –Why Lithium? 1.High Charge Density 2.Light 3.Recharges Rapidly 4.Long lifespan 5.Discharge rate 6.Ability to hold charge for long period of time Curtin University is a trademark of Curtin University of Technology CRICOS Provider Code 00301J IMCOA 7
Slide 8: Lithium: Dominant Re-chargeable Battery
Lithium: Dominant Re-chargeable Battery Curtin University is a trademark of Curtin University of Technology CRICOS Provider Code 00301J IMCOA 8
Slide 9: Batteries will be the Major Application for Lithium for the Next Decade
Batteries will be the Major Application for Lithium for the Next Decade Curtin University is a trademark of Curtin University of Technology CRICOS Provider Code 00301J IMCOA 9
Slide 10: Expansions – Creating Opportunities for New Suppliers
Potential Impact of Indicative Battery Factory Expansions – Creating Opportunities for New Suppliers Curtin University is a trademark of Curtin University of Technology CRICOS Provider Code 00301J IMCOA 10
Slide 11: Lithium Carbonate (Li2CO3)
Lithium Carbonate (Li2CO3) Long considered the building block of the lithium industry as for many years it has been the basic chemical from which lithium compounds are manufactured, including battery chemicals. Why? Low cost Readily available Relatively easy to store Curtin University is a tra
Slide 12: Lithium hydroxide (LiOH)
Lithium hydroxide (LiOH) Excellent physical properties for moving and storing electrons. Has gained popularity as battery chemists improve performance. Estimated demand in 2015:35kt. Estimated demand in 2025:80-160kt. Curtin University is a trademark of Curtin University of Technology CRICOS Pro
Slide 13: Growing Support for LiOH
Growing Support for LiOH Tesla Gigafactory committed to using LiOH. US government contributed US$30m towards small LiOH production plant in USA. Canadian government has contributed CAD$13M towards LiOH pilot plant in Canada. Albemarle committed to expanding lithium production capacity via Austra
Slide 14: Hard rock lithium prices are rising
Hard rock lithium prices are rising Curtin University is a trademark of Curtin University of Technology CRICOS Provider Code 00301J IMCOA 14
Slide 15: Potential Impact of Battery Demand
Potential Impact of Battery Demand (In Lithium Carbonate Equivalent (LCE), tpa (±30%) (Notes: 1. Assume Battery Growth in Demand is 15-20%p.a. to 2025 2. Assume 7.75 tonnes of spodumene concentrate @ 6% Li2O is required to produce 1.00 tonnes of lithium carbonate). 3. Figures have been rounded) Dema
Slide 16: Australian Hard Rock Lithium Projects
Australian Hard Rock Lithium Projects Company Location Resource Operational Study Output Mt @ Li2O% 6% Li2OSpod. Con. Equiv.Tonnes Li2CO3 Equiv.Tonnes Li2CO3 120Mt @ 2.4% Li2O 500ktpa cons Talison Greenbushes Yes N/A 7,100kt LCE 75 ktpa LCE 23Mt @ 1.4% Li2O 200ktpa cons Neometals Kalgoorlie Q3 2016
Slide 17: Australia: The Opportunity
Australia: The Opportunity Battery demand could exceed supply. Adjacent to major Asian battery manufacturers. Maintain our #1 global lithium supplier status. Potentially more sustainable to add value in Australia right through to batteries - when spodumene concentrates only 6% Li2O Curtin Univer
Slide 18: What to look for in a Lithium Project
What to look for in a Lithium Project Resource – 15 years output. Mineralogy – is it a ‘new’ mineral Impurities – low iron and mica. Off-take Agreements. Market share Timing – realistic? Working Capital – adequate? Curtin University is a trademark of Curtin University of Technology CRICOS Prov
Slide 19: Australia: A Reliable and Diverse Source of Lithium for the Expanding Battery Market
“Australia: A Reliable and Diverse Source of Lithium for the Expanding Battery Market ” djk@imcoa.com.au dudley.kingsnorth@curtin.edu.au
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