Unlocking
Decarbonization Requires Batteries
- Fossil fuels represent 82% of primary energy consumption and the energy sector contributes to 89% of GHG emissions
- The expansion and reliance on renewable energy create electricity supply intermittency issues
- Batteries store energy and are a critical solution to addressing the grid’s intermittency problems
- Supplies for battery input materials are impacted by declining ore grades resulting in higher energy and capex-intensive processes (e.g., smelting, refining)
First Mover
Advantage
- New extractive technologies are in pilot phases in Lithium, Cobalt, Nickel and Copper
- Publicly-owned resource companies requiring capital to test new technology
- Privately owned companies requiring capital to access resources to commercialize downstream technology
Sustainable
Unlocking of
Battery Metals
Investing In New Extractive Technologies Unlocks Lower Grade Ores At:
- Lower operating costs >> higher returns and margins
- Lower up-front capex >> better shareholder value
- Lower water use
- Lower energy use
- Lower carbon emissions
Specialist
Team
- Ionic’s specialist team has upstream and downstream deal sourcing, execution, investment and operational expertise
- Creating a portfolio of companies supporting vertical integration and primed for exit
- Private fund mandate facilitates streamlined process/transactions
