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OUR PORTFOLIO

 HIGH VALUE GROWTH AND 
 INCOME INVESTMENTS 

Why Lithium?

  • Lithium particle batteries are favored as a compact power source in view of the element’s high vitality thickness and less energize time required to recharge
  • 2025 demand estimate of 927kt LCE (a 17% CAGR).
  • Estimated total lithium demand in 2030 of 2.2Mt LCE, with ~70% (1.5Mt LCE) of global lithium demand from EV batteries by 2030. (Canaccord Genuity 2019 – Lithium Recharge)



Why Vanadium?

  • Vanadium is a key metal of the future with regards to energy storage, particularly stationary energy storage.
  • Energy storage, a process in which energy generated at one point in time is preserved for use at another time, plays a critical role in the transition to electric energy.
  • While the broader energy storage market, comprising consumer electronics, mobility (e.g. EV applications) and stationary applications, is expected to grow at a CAGR of 36% between 2018 and 2027, the fastest growth rate among all three belongs to stationary energy storage. [Bushveld Minerals Ltd website]



Why Graphite?

  • Graphite is a key component of the batteries used in electric vehicles
  • With 103 Li-B manufacturing plants in the pipeline, a 20x increase in production capacity, more than 1.2 million tonnes of new graphite production will be needed by 2023 (Benchmark Mineral Intelligence)
  • There are currently no new graphite mines under construction
  • China is responsible for over 70% of global graphite production



Why Cobalt?

  • Cobalt is a key component of lithium ion batteries, integral to powering electric vehicles
  • Over 60% of global production is sourced from the Democratic Republic of Congo, and with a global push towards sourcing ethical cobalt, Electric Royalties is targeting jurisdictions with low geopolitical risk
  • Increasing supply deficits forecast beyond 2025 with base case demand projected at approximately 220,000 tonnes, from current levels of approximately 120,000 tonnes in 2019, an 83% increase



Why Manganese?

  • Electrolytic manganese dioxide (EMD) is a critical component of the battery cathode mix in today’s alkaline and lithium ion rechargeable batteries.
  • Using manganese can significantly bring down the manufacturing cost of lithium-ion batteries which is a major factor in the cost of electric vehicles.
  • The global electrolytic manganese dioxide market size was valued at US$1.25 billion in 2018 and is expected to expand at a CAGR of 7.0% over the forecast period of 2019 to 2025. [Grand View Research Report 2019 – Electrolytic Manganese Dioxide Market Size, Share and Trends Analysis.]



BUILDING A PORTFOLIO OF METALS ROYALTIES

LINKED TO THE DRIVE TO ELECTRIFICATION

 

  • Macro focus on a developing sector with a high growth profile.​

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  • Long-term recurring and diversified royalty cash flows with no ongoing holding costs.

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  • Royalty companies have been shown to outperform investing directly in operating mining companies and the underlying commodities associated with them.
     

  • If you are interested in getting financing for your renewable energy project, contact us for more information.