Infinity Metals Limited · ASX:INF
Infinity Metals — Infinity Lithium — New World Metals Conference 2021
20 slides from Infinity Metals's conference presentation, Sep 9, 2021
Slide 1: Infinity to present at New World Metals Conference
INFINITY TO PRESENT AT NEW WORLD METALS ASX Release 9 September 2021 CONFERENCE ASX: INF FRA: 3PM For personal use only Infinity Lithium Corporation Limited (‘Infinity’, or ‘the Company’) is pleased to Project highlights advise shareholders and investors that the Company will be presenting as part o
Slide 2: Powering a Sustainable European Future
ASX: INF | FRA: 3PM POWERING A SUSTAINABLE For personal use only EUROPEAN FUTURE INVESTOR PRESENTATION NEW WORLD METALS | 9 SEPTEMBER 2021 | WESTERN AUSTRALIA
Slide 3: Disclaimer
DISCLAIMER For personal use only 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 do
Slide 4: Infinity Lithium Corporation: San José Lithium Project
INFINITY LITHIUM CORPORATION: SAN JOSÉ LITHIUM PROJECT For personal use only PROJECT OWNERSHIP • INF holds 75% with the option to acquire remaining 25% FULLY INTEGRATED LITHIUM PROJECT • Raw Material Extraction: EU’s 2nd largest hard rock lithium resource • Lithium Chemical Processing: on site STRAT
Slide 5: Infinity Board & Management
INFINITY BOARD & MANAGEMENT For personal use only BOARD ASX: INF MANAGEMENT TEAM CORPORATE INFORMATION Shares on issue ~ 402.9m(1) Options, SARS ~ 114.5m(1) Share price (1) A$0.096(2) Adrian Byass Ryan Parkin Jonathan Whyte David Valls Market Cap (2) A$38.7m(3) General Manager Non Executive CEO & Ma
Slide 6: EU: Lithium Demand Drivers
EU: LITHIUM DEMAND DRIVERS For personal use only Regulations Targeting Emissions Net zero carbon 2050 Sustainable Battery Regulations Battery passport & CO2 footprint EU to develop LiB value chain Global leading uptake of EVs COVID recovery & resilience funding Unprecedented financial support - Spai
Slide 7: EU: Lithium Demand
EU: LITHIUM DEMAND For personal use only EU LCE Demand from EVs(1) EU > 1,000GWH LiB GIGAFACTORIES BY 2030 • EU demand based on EV penetration rate current global supply 700 >1,000GWh(2) 70% LiB Gigafactories TOTAL GLOBAL DEMAND 2030 FORECAST > 2.5MT LCE(1) 600 forecast by 2030 60% • EU competing gl
Slide 8: Automakers and Battery Producers Need Supply Chain Certainty
AUTOMAKERS AND BATTERY PRODUCERS NEED SUPPLY CHAIN CERTAINTY For personal use only OFFTAKE MOU LG ENERGY SOLUTION Global leading LiB manufacturer Memorandum STRATEGIC INVESTMENT IN MATERIALS Of Flagged by multiple European automakers Understanding SECURING EU’s TRANSITION June 2021 What’s next for t
Slide 9: San José Lithium Project: Critical Raw Materials & Processing
SAN JOSÉ LITHIUM PROJECT: CRITICAL RAW MATERIALS & PROCESSING For personal use only Separator Anode Electrolyte LITHIUM CHEMICALS GIGA-FACTORIES RAW MATERIAL EXTRACTION CATHODE PRODUCTION PROCESSING LiB PRODUCTION Large hard rock JORC resource Conventional process Urgent EU response required to OEMs
Slide 10: San José Lithium Project: Raw Material Extraction
SAN JOSÉ LITHIUM PROJECT: RAW MATERIAL EXTRACTION For personal use only EU 2nd LARGEST HARD ROCK LITHIUM RESOURCE RL Open in multiple directions A A’ Not drill constrained +700m 600m Extensive exploration upside JORC Resource: 111.3MT 400m Brownfield tin mine – underground infrastructure remains Lon
Slide 11: San José Lithium Project: Lithium Chemicals Processing
SAN JOSÉ LITHIUM PROJECT: LITHIUM CHEMICALS PROCESSING For personal use only REDUCING CO2 FOOTPRINT ESSENTIAL FOR EU ROAST LEACH LITHIUM HYDROMET LITHIUM SULPHATE Conversion 79.6% HYDROXIDE Sulphate Water Purified Liquor Crystallization 15ktpa(1) Purification Recycle: Sulphate & Water • Lithium mica
Slide 12: San José Lithium Project
SAN JOSÉ LITHIUM PROJECT For personal use only Gas pipeline FULLY INTEGRATED from resource to value added battery grade lithium Renewable energy chemicals LITHIUM RESOURCE Major Highway LITHIUM CHEMICAL CONVERSION PLANT Existing Quarry Infinity Lithium Corporation Limited 11
Slide 13: ESG Overview: Sustainability and Carbon Footprint
ESG For personal use only OVERVIEW: SUSTAINABILITY AND CARBON FOOTPRINT ESSENTIAL IN EU MARKET RAW MATERIAL EXTRACTION LITHIUM CHEMICALS PROCESSING EU • Low strip ratio • Sulphate roast and water leach • Close to end markets • No shipping of feedstock • Recycling of key inputs – sulphate and • Proje
Slide 14: EU & Spain Funding
EU & SPAIN FUNDING For personal use only Spain in the 2nd largest automaker in Europe Must adapt to build new value chain to protect essential industry Current COVID RECOVERY & RESILIENCE FUNDING €750bn • Spain allocated €140bn SPAIN LAUNCHES PERTE • Invest €4.3bn by 2023 to kick start Spanish produ
Slide 15: Infinity Lithium
INFINITY LITHIUM For personal use only San José: Infinity Lithium: • Infinity maintains 75% ownership interest • MoU with LG Energy Solutions for offtake and clear options to 100% • Advancing discussions with major potential • Advancing permitting with the view to strategic stakeholders in country a
Slide 16: Contact Us
CONTACT US For personal use only AUSTRALIA SPAIN Unit 32, Level 3, Caceres 22 Railway Road Extremadura Mining S.L. Subiaco, 6008 Calle Juan de la Cierva n 18 Western Australia Cáceres. Spain T: +61 (0)8 6146 5325 T: +34 927 208 134 E: admin@infinitylithium.com E: admin@extremaduramining.com
Slide 17: Appendix
For personal use only APPENDIX
Slide 18: Appendix 1: Resource
APPENDIX 1: RESOURCE For personal use only SAN JOSÉ MINERAL RESOURCE, REPORTED ABOVE 0.1% Li CUT-OFF Amount Parameter Li% Li2O (%) Sn ppm Mt Resource: Indicated 59.0 0.29% 0.63 217 Inferred 52.2 0.27% 0.59 193 TOTAL 111.3 0.28% 0.61 206 Estimated using Ordinary Kriging methodology. Note: Small discr
Slide 19: Appendix 2: EU Gigafactory Projections
APPENDIX 2: EU GIGAFACTORY PROJECTIONS For personal use only Norway Σ>70 GWh/a 40 8 (32) tba UK Ƹ~55 GWh/a 10 (30) 1.9/9/25) Sweden Σ 40 GWh/a 2 32 (40) Germany Ƹ~125 GWh/a Poland Σ 65 GWh/a 15 (65) 14 (up to 100) up to 50 16 (40) ACC (Stellantis/Saft) 8 (32) Slovakia Σ 10 GWh/a 24 France Ƹ~125 GWh/
Slide 20: Appendix 3: Global Demand & Supply Forecasts
APPENDIX 3: GLOBAL DEMAND & SUPPLY FORECASTS For personal use only LCE Demand LCE Supply Source: Canaccord Genuity August 2021 Infinity Lithium Corporation Limited 19