21
1
2
3
4
I2 – iodine, NaNO3 – sodium nitrate, KCL – potassium chloride, KNO3 – potassium nitrate, Li2CO3 – lithium carbonate, LiOH – lithium hydroxide
5
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
43% 24% 22% 8% 3%
6
-
200
400
600
800
1,000
1,200
2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019
LTM1
7
1 EV = PHEV + BEV
914
744
2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
Li2CO3 Scenarios (CAGR~10-14%) Conservative LiOH (CAGR~30%)
Optimistic LiOH (CAGR~33%)
8
•
•
•
•
•
•
•
•
9
•
•
•
•
•
•
•
•
10
•
•
•
2019 LTM1 CONTRIBUTION TO:
´
•
•
2019 LTM1 CONTRIBUTION TO:
24%
Gross profit
36%
Revenues
8%
Gross profit
10%
Revenues
11
•
•
•
•
2019 LTM1 CONTRIBUTION TO:
•
•
•
•
•
•
•
2019 LTM1 CONTRIBUTION TO:
3%
Gross profit
3%
Revenues
22%
Gross profit
18%
Revenues
12
95.8% 58%100%
13
•
•
•
•
•
•
•
•
+150 PROGRAMS AND INITIATIVES
14
15
16
17
Ownership Structure1
Dividend Policy2 Dividends announced and paid in 2019
≥
18
1701
1471
(95) (56)
34
(58) (47) (8)
500
700
900
1100
1300
1500
1700
1900 581
422
(152) (15)
28
(4) (16) (1)
100
200
300
400
500
600
700
US
$ M
illio
n
US
$ M
illio
n
19
20
2.3 2.4 2.7 2.4
3.0
Sep 18 Dec 18 Jun 19 Sep 19
7.1 7.4 7.8 8.1
6.0
Sep 18 Dec 18 Jun 19 Sep 19
4.2 4.4
3.5 3.4
2.5
Sep 18 Dec 18 Jun 19 Sep 19
37.3 36.8
4.1 3.9
1.0
Sep 18 Dec 18 Jun 19 Sep 19
0.5 0.5 0.8
0.9 1.3
Sep 18 Dec 18 Jun 19 Sep 19
0.9 1.0
1.2 1.2 1.5
Sep 18 Dec 18 Jun 19 Sep 19
21
•
•
•
![arXiv:2109.07991v2 [cs.RO] 18 Sep 2021](https://static.documents.pub/doc/80x56/61f9e39955398f4afb57ba99/arxiv210907991v2-csro-18-sep-2021.jpg)
