LITHIUM STOCKS AND CHARTS

[TradingCharts]

Slide 1: The challenge facing new lithium supply is stark.
Supply needs to double every ~ 5 years

Even with Take or Pay contracts in place, many new mines and refineries will not be built with May 2024 price levels

Slide 2: At least 80 as-yet unfinanced lithium extraction operations are required* by
2035. Much of the pipeline of projects is struggling with financing today

A similar number of lithium refineries and expansions are also needed, often struggling with both financing and raw material supply

These slides are from SC Insights' "Lithium, Batteries and Trade Wars" webinar. If you would like to access the full slide deck or rewatch the webinar hosted by Andy Leyland Jose Hofer, please send me a message.

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