津巴布韦-Eric CLNB Presentation final 0524 UPDT.pdf

1、BRIDGING T H E LIT H IUM DIV IDEPRESENTATIONMAY 2024BY:ERIC NHODZAHOW CAN ZIMBABWE IMPROVE GLOBAL LITHIUM SUPPLY CHAIN RESILIENCE?AGENDA63-578-1415INTRODUCTIONTHE INDUSTRIAL AWAKENINGCHINAS LITHIUM GAME THE SLEEPING GIANTOPPORTUNITIESAbout Strongly believes in the potential of equitable development

2、in zimbabwe and Africa,as a whole.Eric nhodza14+years2 yearsBusinesse x p e r ie n c eLit h iu mG r o u pC E OM e z z a r io nS e c r e t a r y-G e n e r a lLit h iu m A s s o c ia t io n o f Z im b a b w eF o u n d e rT h e m in e r a l a llia n c e27+m in e sv is it e d10 yearsM in in g200s a m p

3、le st a k e nTHERE IS A GLOB A L B A T T LE T A K IN G P LA C EThe current global lithium dem and is rapidly increasing,driven by the surge in electric vehicle(EV)production and the need for lithium-ion batteries for transportation and energy storage system s.By 2030,the W orld Econom ic Forum proje

4、cts that global dem and w ill exceed 3 m illion m etric tons,w ith a forecasted dem and surge that could lead to a lithium shortage tow ards the end of the decade.The International Energy Agencys Net Zero Em issions by 2050 Scenario anticipates a tenfold grow th in lithium dem and by 2050,w ith the

5、lithium m arket adding dem and grow th of 250,000300,000 tons of lithium carbonate equivalent(tLCE)per year.On the supply side,the global lithium m arket produced approxim ately 540,000 m etric tons in 2021,but experts predict that the supply m ay not keep pace w ith the escalating dem and.Benchm ar

6、k Mineral Intelligence estim ates a 300,000 tLCE supply deficit by 2030 in a business-as-usual dem and scenario,w hile Albem arle and Deutsche Bank project even larger deficits of 500,000 tLCE and 768,000 tLCE,respectively,by the sam e year.This im balance betw een dem and and supply could lead to c