LSC LITHIUM CORPORATION LSSCF

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DEMAND OUTLOOK CHARGING FORWARD WITH LITHIUM | ASX : AJM • Between 2012 and 2017, global lithium demand increased from 134kt LCE to 229kt LCE, at a CAGR (Compound Annual Growth Rate) of 11%. CRU forecasts that the rate of growth will accelerate to 18% during 2017-2022, with global lithium demand more than doubling to 526kt LCE • 93% of the total demand growth will be from battery applications and electric vehicles (EVs) alone will account for 80% of the total demand growth. By 2022, lithium consumption in EVs will reach 54% of total lithium consumption compared to just 3% in 2012 • Lithium demand from industrial applications and portable electronics is expected to increase at a relatively slow, but steady, CAGR of 2.8% and 4.8% respectively between 2017 and 2022 Worldwide lithium compounds and metals consumption is expected to achieve an 18% CAGR between 2017 and 2022 Global Lithium Compounds and Metals Demand, 2012-2022 (kt LCE) 134 153 170 188 209 229 296 351 408 463 526 0 200 400 600 2012A 2013A 2014A 2015A 2016A 2017A 2018E 2019E 2020E 2021E 2022E Lithium Demand (kt LCE) EVs Glass & Ceramics Other industrial applications Other eTransportation Portable electronics Lubricating Grease Energy storage devices CAGR: 11% CAGR: 18% 22% 28% 20% 8% 12% 9% 1% 54% 14% 10% 8% 7% 4% 3% Global Lithium Compounds and Metals Demand by End Use 2017A 2022E Source: CRU estimates from Gangfeng IPO Document