Infinity Metals Limited · ASX:INF
Infinity Metals — Infinity Lithium — New World Metals Investment Series Conference 2022
26 slides from Infinity Metals's conference presentation, Sep 8, 2022
Slide 1: Infinity to present at New World Metals Investment Series Conference
8 SEPTEMBER 2022 For personal use only INFINITY TO PRESENT AT NEW WORLD METALS INVESTMENT SERIES CONFERENCE Infinity Lithium Corporation Limited (‘Infinity’, or ‘the Company’) Managing Director and CEO, Ryan Parkin is pleased to be presenting at the New World Metals Investment Series Conference. A c
Slide 2: About Infinity Lithium
For personal use only About Infinity Lithium Infinity Lithium is an Australian listed minerals company who is seeking to develop its 75% owned San José Lithium Project in Spain. The proposed fully integrated industrial Project is focused on the production of battery grade lithium chemicals from a mi
Slide 3: Powering a Sustainable Future
INFINITY LITHIUM POWERING A SUSTAINABLE FUTURE INFINITY EXTREMADURA NEW ENERGIES
Slide 4: Disclaimer: Cautionary Statement
INFINITY LITHIUM For personal use only DISCLAIMER Cautionary Statement The Scoping Study referred to in this announcement has been undertaken to assess the viability of an underground-only mining operation and integrated lithium chemical production facility at the San José Lithium Project. It is a p
Slide 5: Disclaimer: For Consideration
INFINITY LITHIUM For personal use only 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 su
Slide 6: Developing Europe's most technically advanced integrated industrial lithium processing project
INFINITY LITHIUM For personal use only INFINITY LITHIUM CORPORATION (ASX: INF / FRA: 3PM) Developing Europe’s most technically advanced integrated industrial lithium processing project & redefining the sustainable production of battery grade lithium chemicals globally • Progressing the development o
Slide 7: Corporate Profile
INFINITY LITHIUM For personal use only CORPORATE PROFILE ASX: INF INFINITY BOARD Corporate Information Shares on issue ~ 415m(1) Options, SARS ~ 98.8m(1) ADRIAN BYASS RYAN PARKIN REMY WELSCHINGER RAMÓN JIMÉNEZ SERRANO JON STARINK Non-Executive Chairman Managing Director & CEO Executive Director & He
Slide 8: Overview: Europe
INFINITY LITHIUM For personal use only OVERVIEW Europe Thierry Breton Strong EU demand and pricing outlook for battery grade for European Commissioner for lithium chemicals Internal Market EU 2030 Ramping up efforts for strategic autonomy with legislative 805kt proposal to “intensify the work on the
Slide 9: European Commissioner statements on supply chains
INFINITY LITHIUM For personal use only “Our dependencies in areas like energy and raw materials weaken us economically and politically. But we also need to rethink our supply chains from an environmental and Thierry Breton social point of view. European Commissioner for Internal Market It is time th
Slide 10: Development of localised LiB value chain: Spain
INFINITY LITHIUM For personal use only Development of localised LiB value chain Reyes Maroto Minister for Industry Spain “We have to find solutions to that The Spanish Government approves the Roadmap mine. We have been working both with for the sustainable management of mineral raw the local governm
Slide 11: Extremadura Lithium Decree August 2022
INFINITY LITHIUM For personal use only Extremadura Lithium Decree 31 August 2022 (1) • Exploitation concessions required for permitting are conditional on the extraction and processing of lithium in Extremadura • Declares lithium extraction and processing of regional and general interest Government
Slide 12: Extremadura New Energies: San José Lithium Project
INFINITY LITHIUM For personal use only EXTREMADURA NEW ENERGIES San José Lithium Project • Large scale integrated industrial lithium processing plant • Processing on site lithium feedstock (2nd largest hard rock lithium resource in EU) • Proven & sustainable lithium conversion process • Producing ba
Slide 13: Resource
INFINITY LITHIUM For personal use only RESOURCE JORC Table 1 included in an announcement to the ASX released on 23 May 2018 “Lithium Resource and Open Pit Upgrade”. Infinity is not aware of any new information or data that materially affects the information included in this ASX release, and infinity
Slide 14: Integrated Industrial Lithium Processing Project
INFINITY LITHIUM For personal use only INTEGRATED INDUSTRIAL LITHIUM • Underground extraction adopted in direct response to community PROCESSING PROJECT • Resource access by portal at industrial lithium processing facility • Producing steady-state average 19.5ktpa(1) of battery grade LiOH TOTAL PROJ
Slide 15: Lithium Processing for Battery Grade Products
INFINITY LITHIUM For personal use only TECHNICAL ADVISORY LITHIUM PROCESSING FOR COMMITTEE BATTERY GRADE PRODUCTS World leading expertise(3) Novel & sustainable processing technology led by Infinity TAC & • Highly credentialled team supported by EIT InnoEnergy: Provisional Patent Pending • Extensive
Slide 16: Administrative Process
INFINITY LITHIUM For personal use only ADMINISTRATIVE PROCESS REGIONAL GOVERNMENT OF EXTREMADURA Process for the Lodgement of Exploitation Concession Application Ministry of Ecological Transition and Sustainability PIV Exploration Permit Lodgement of Granted Permit Application Permit(c) Not Exploita
Slide 17: Local Engagement
INFINITY LITHIUM For personal use only LOCAL ENGAGEMENT “The new industrial project for the lithium mine and treatment plant proposed by Extremadura New Energies in Valdeflores is very favourable for the industrial development of Cáceres and its province and would serve to create a pole of industria
Slide 18: Environmental
INFINITY LITHIUM For personal use only ENVIRONMENTAL Exceptional Environmental Credentials to Correspond with Europe’s Demands • Underground extraction of feedstock – no disturbance to surface • Underground paste infill & dry stack tailings facilitate Electrified Fleet Renewable Energies Green Hydro
Slide 19: Project Highlights
INFINITY LITHIUM For personal use only PROJECT HIGHLIGHTS (Revert to Cautionary Statement on Slide 2) Validating strong economics with increased output & underground mine LITHIUM HYDROXIDE US$22,500/t(7) LONG TERM PRICING OUTLOOK N.b. Refer ASX Announcement 14 October 2021 Integrated Underground Sco
Slide 20: Summary
INFINITY LITHIUM For personal use only SUMMARY • Europe has a number of challenges to meet the commitments it has made towards energy transition and the scale of investment in down stream production in the battery value chain • The region is pushing hard politically for the utilisation of its own re
Slide 21: Thank You
For personal use only THANK YOU Ryan Parkin - Managing Director & CEO rparkin@infinitylithium.com Justin Samulski – General Manager Commercial jsamulski@infinitylithium.com
Slide 22: Appendix 1: Global Demand Forecasts Based on LiB Manufacturing Capacity
INFINITY LITHIUM For personal use only APPENDIX 1: Global Demand Forecasts Based on LiB Manufacturing Capacity European gigafactories represent 866GWh at 100% Global Battery Manufacturing Capacity(1) utilisation Global Gigafactory Lithium Demand 1. Canaccord Genuity’s Global Equity Research “EV Mate
Slide 23: Appendix 2: Infinity Technical Advisory Committee
INFINITY LITHIUM For personal use only APPENDIX 2: INFINITY TECHNICAL ADVISORY COMMITTEE Driven by a world class team. JON STARINK | Chief Technical Officer Expert in engineering design and project management; exploration management; extractive metallurgical process innovation & development. Managin
Slide 24: Appendix: Infinity Technical Advisory Committee (continued)
INFINITY LITHIUM For personal use only APPENDIX 2 (continued): INFINITY TECHNICAL ADVISORY COMMITTEE Driven by a world class team. DR DAVID MAREE | Technical Advisor Dr Maree is a Process Development Scientist with significant experience in hard rock lithium projects. This has included roles with Ti
Slide 25: Appendix 3: Price Forecasts
INFINITY LITHIUM For personal use only APPENDIX 3: Price Forecasts (1) (2) 1. Fastmarkets Lithium 10-Year Forecast July 2022 2. Canaccord Genuity Capital Markets Global Equity Research 22 August 2022
Slide 26: Appendix 4: Demand Based on EV Penetration and Battery Size
INFINITY LITHIUM For personal use only APPENDIX 4: Demand Based on EV Penetration and Battery Size Global Lithium Demand based on Forecast EV Penetration (1) Implied European Lithium Demand Based on 100% Gigafactory Utilisation @0.9kg/kWh(2) 1000 900 900 800 800 700 700 LCE Demand (kt) 600 600 500 G
Infinity Lithium — New World Metals Investment Series Conference 2022 on 6ix