Kirill Klip GEM Royalty TNR Gold Copper Presentation

Back Into The Future
Copper & Tesla Energy rEVolution:
Red Metal Goes Green.
Kirill Klip GEM Royalty TNR Gold
Copper December 2023
1

Energy rEVolution
The World Just Before the INTERNET
The future is already here, not everybody can see it yet.
Technology to stop burning oil is here and it is beautiful.
2

Back into the Future
The future is already here, not everybody can see it yet, but
megatrends are manifesting themselves. rEVolution.
3

Legal Disclaimer
All information about McEwen Mining presented using
publicly available data.
4

Legal Disclaimer for the US
Please read legal disclaimers. There is no investment advice in this
presentation. Always consult your qualified financial adviser.
5

The Green Energy Metals Royalty Co.
TNR Gold Corp.
6

TNR Gold Holds NSR
Royalty on
Los Azules, Argentina
McEwen Mining
7

TNR Gold Corp.
Northstar: TNR Gold Corp.
8

Copper Red Hot
Bloomberg: “Copper Red Hot”.
9

Copper Supercharged by rEVolution
U.S. Global Investors: “Citi Sees Copper Topping Out at
$15,000 by 2025”.
10

Copper Powered by rEVolution
Bloomberg: “Copper Extends Gains”.
11

Bloomberg: “Copper Rebounds”.
12

Copper Consolidates After Hitting a new ATH.
13

Bloomberg: “Copper Jumps as FED Sparks Risk-on Rally”.
14

Copper Red Hot
Bloomberg: “Copper Red Hot”.
15

Clean Air
16

DIEselGate
17

EVs: The End of the ICE Age
18

Average EV Range
BloombergNEF: “Average EV Range”.
19

Electric Cars Are Cleaner Than ICE
Life Cycle Global Warming Emissions: EVs vs. Gasoline
Cars and Trucks.
20

Electric Cars Are Cleaner Than ICE
CleanTechnica: Tesla Model 3 lifetime emissions are
65% less than Mercedes C class.
21

Energy rEVolution
The World Just Before the INTERNET
“Maximum Plaid” of Tesla Roadster: Elon Musk has
demonstrated the potential of Electric Cars.
22

The End of the ICE Age &
Oil Domination
For centuries we have been burning things just to get some energy.
It has been mostly Oil for the last 100 years.
Not Anymore.
We do not have to burn things.
Electricity is the most efficient form of Energy known to humans.
And now we can Store It and USE IT When We Want.
Cheap Lithium Batteries Change Everything.
23

Tesla 2022
Tesla delivers 3 million electric cars.
24

Tesla 2022
Statista: Tesla Vehicles Deliveries 2012 - 2022.
25

Tesla Dumps Bitcoin
CNBC: “Tesla has dumped 75% of its bitcoin holdings”.
26

Tesla’s Vertical Landing
Tesla in Ludicrous Crypto FSD Mode: FUD, Sweat and Tears.
(Chart by Holger Zschaepitz)
27

Tesla and Competition
Tesla Team must concentrate on EVs production
execution to justify its valuation.
28

Tesla rEVolution
Bloomberg: “Where’s the EV Competition”.
29

Tesla’s Vertical Landing
Bloomberg: “Tesla’s Big Step Up in Production”.
30

Tesla rEVolution
Bloomberg: “Where’s the EV Competition”.
31

Tesla 2023
Carbon Finance: Tesla Vehicles Deliveries Q3 2023.
32

Tesla 2023
Bloomberg: Tesla Vehicles Deliveries Q3 2023.
33

Tesla rEVolution
Bloomberg: “Top Five Trucks That Tesla Owners Are
Considering”.
34

Tesla and Competition
Volkswagen accelerates battery EV production.
35

Tesla rEVolution
Bloomberg: “Top Five Trucks That Tesla Owners Are
Considering”.
36

Tesla rEVolution
Bloomberg: “BYD Closes in on Tesla”.
37

Tesla rEVolution
Bloomberg: “BYD Dominates Electric Car Sales in
China”.
38

Tesla Semi
Tesla Semi is testing new limits for Electric Cars
technology.
39

Electric Trucks
T&E: “Electric trucks can go the distance”.
40

Cheaper Lithium Batteries Change
Everything
BNEF: “Estimated cost of VW’s future battery packs”.
41

Total Cost of Ownership Is Lower
with EVs
CleanTechnica: “Large auto leasing company - Electric
Cars have mostly lower total cost In Europe”.
42

Total Cost of Ownership Is Lower
with EVs
BNEF: “Light electric vans and trucks are already
competitive in some markets”.
43

Maintenance Is Lower with EVs
CleanTechnica: Electric Cars repair and maintenance
cost is 50% lower than ICE cars.
44

Maintenance Is Lower with EVs
Energy.gov: Electric Cars maintenance cost is lower
than ICE cars.
45

Electric Vans Cheaper
T&E: “Electric vans cheaper than DIEsel for all users”.
46

EV & ICE Car Cost Parity
We are closing on EV & ICE car cost parity.
47

EV & ICE Car Cost Parity
Bloomberg: “Closing the Gap”.
48

Lithium Battery Prices
BNEF: “Battery Prices Are Falling Again”.
49

Tesla rEVolution
Bloomberg: “Tesla Prices Now Compete With the
Average Car”.
50

The End of the ICE Age
Tesla $25,000 Electric Car.
51

The End of the ICE Age
Tesla $25,000 Electric Car.
52

Tesla Energy rEVolution
Tesla’s rEVolution contribution.
53

Tesla Master Plan Part 3
Tesla: “End-Use Electrification, Sustainable Energy
Generation and Energy Storage”.
54

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56

57

Electric Cars are coming much faster than a lot of
people are anticipating it.
58

Not Just Tesla Anymore
S&P: “Automakers’ investments in next-generation
vehicles to exceed $500B by 2030”.
59

Investments in EVs
BNEF: “Investments in renewable energy and electrified
transport”.
60

The Switch: Mass Market for EVs
Now all automakers are rushing to catch up with Tesla.
61

The Switch Flipped
Electric Cars are forecast to account for all the growth
in passenger vehicles sales from 2023.
62

The Switch Flipped
Global sales of traditional fuel-powered cars and trucks
may have already peaked.
63

The Switch Flipped
EV sales to grow on price parity, new models.
64

The Switch Flipped
EV sales to grow on price parity, new models.
65

Electric Surge
Bloomberg: “DIEsel is being eclipsed by Electric Cars in
Europe”.
66

Peak ICE Is Behind Us
Bloomberg: “Peak ICE Is Behind Us”.
67

Global Electric Vehicles Sales
Bloomberg: “Passenger EVs sales as a percentage of
total sales, quarterly”.
68

Peak ICE Is Behind Us
Bloomberg: “Peak ICE Is Behind Us”.
69

Global Electric Vehicles Fleet
BNEF: “Global EV fleet set to top 25 million in 2022”.
70

Norway Electric Cars Sales
BNEF: “How Fast Is the Switch to Electric Cars?”
71

BNEF: “Global EV fleet set to top 25 million in 2022”.
72

Electric Vehicles Sales Topped 10M
BloombergNEF: “Electric Vehicles Sales Topped 10
Million a Year in 2022”.
73

BNEF: “Global passenger EVs sales by region”.
74

EVs Everywhere
BNEF: “EVs Everywhere”.
75

EVs Sales Set to Soar
BNEF: “EVs Sales Set to Soar”.
76

EVs Everywhere
BNEF: “EVs Everywhere”.
77

Electric Vehicles Adoption
BloombergNEF: “Electric Vehicles Adoption”.
78

Electric Vehicles Adoption
BloombergNEF: “Electric Vehicles Adoption Continues to
Grow”.
79

BNEF: “Dawn of the EV Era”.
80

BNEF: “EV Sales Head For Another Record Year”.
81

US Electric Vehicles Sales
BNEF: “Fully Electric Vehicles Surge to 3M in US”.
82

US Electric Vehicles Sales
BNEF: “US All-Electric Vehicles Sales Pass the 1 Million
Mark”.
83

BNEF: “EV Sales Head For Another Record Year”.
84

BNEF: “There are now almost 41M passenger EVs on the
road”.
85

My 20/200 Formula
The Switch: we are getting there - mass market for EVs
USD$20k buys you BMW 2 style EV with 200 miles range.
86

China Bets on Electric Cars
Projected percent composition of passenger vehicles in
China over the next two decades.
87

China’s State Grid Is
Getting Ready For 100
Million Electric Cars By
2030
Can We Reach 200 Million EVs Globally
by That Time?
88

China’s EV Share
BNEF: “China’s EV share of passenger car segments”.
89

EVs in China
BNEF: “Chinese sales of NEV”.
90

EVs in China
CAAM: “China’s NEV Sales Expected to Reach 8M in
2023”.
91

We must stop burning oil. Solar and Wind.
Electricity.
92

Energy rEVolution
Surface Area Required to Power the World with Solar
Alone.
93

Green Energy: Clean Equals Cheap
All-in cost for clean energy plus storage is getting
cheaper.
94

EVs & Mining
Mining makes the cars of today and tomorrow possible.
95

Green Energy Electric Metals
IEA: “Minerals used in electric cars compared to ICE
cars”.
96

Copper Market
Bloomberg: “Lithium Is a Small But Rapidly Growing
Market”.
97

Green Energy: Clean Equals Cheap
All-in cost for clean energy plus storage is getting
cheaper.
98

Renewable Energy
BNEF: “Another Record Year for Renewable Additions in
Europe”.
99

Battery Metals Boom
BNEF: “Rising EV demand supercharges demand
forecast for a group of metals”.
100

Energy Storage Systems
Tesla: “Goal One – 100% electric transportation requires
100X growth”.
101

Energy Storage Systems
Tesla: “100% renewable energy requires 1600X growth”.
102

Tesla Giant Battery
Tesla deployed the largest Lithium battery plant in
Australia.
103

Battery Metals Investments
The metal needed to support a 2-degree trajectory
would require over $1T investments.
104

How To Cross Digital Divide And
Finance Tesla rEVolution?
Capital is coming to global renewable energy space,
but only the best mining companies can get it.
105

$6 Trillion Investment In EVs
Fast roll out of infrastructure for EVs will require stable
supply of Copper.
106

Green Energy Metals
Bloomberg: “Multi-Trillion Dollar Net-Zero Opportunity”.
107

The Switch: Energy Transition
BNEF: “$10T Metals Needed Through 2050”.
108

Energy Transition
BNEF: “Driving Investment”.
109

Energy Transition Investments Tops $1T
Bloomberg: “Energy Transition Investments Tops
$1 Trillion”.
110

Energy Transition Investments Tops $1T
BloombergNEF: “Energy Transition Investments Tops
$1 Trillion”.
111

Mining & rEVolution
Bloomberg: “Cumulative capital for new investment in
the EV industry”.
112

We Need Real Things To Build
Other Things
Markets are broken.
How to transfer Capital directly to enterprises?
113

We Need Real Things To Build
Other Things
U.S. Global Investors: “Commodity Prices Relative to
Equities”.
114

Green rEVolution
Trafigura expects a surge in global Copper demand this
decade.
115

Why Copper?
Elements: “Why Copper is a Critical Mineral”.
116

Why Copper?
Elements: “Critical Copper – Role in the Economy”.
117

Copper Demand
Elements: “Copper Demand”.
118

Copper & Critical Minerals List
Elements: “Copper and the Critical Minerals List”.
119

Copper & Critical Minerals List
Elements: “Copper and the Critical Minerals List”.
120

Refined Copper Production
Elements: “Refined Copper Production”.
121

Refined Copper Production
Elements: “Refined Copper Production”.
122

Falling Copper Ore Grades
Elements: “Falling Copper Ore Grades”.
123

Copper in Electric Vehicles
Reuters: “Electric vehicles rely heavily on copper for the
motors and wiring”.
124

Copper Used in an Electric Car
Copper Alliance: “Copper Used in an Electric Car”.
125

Copper: Green and Healthy
Copper is durable and sustainable with a long service
life. It plays a crucial role in green future.
126

Copper’s role in climate neutral renovation.
127

More Copper should be used for doorknobs and other
surfaces to stop spread of viruses.
128

More Copper should be used for surfaces to stop
spread of viruses.
129

Copper Is Needed for EVs & All
Charging Infrastructure
Annual copper demand in EVs and ICE vehicles.
130

Copper & EVs
Copper Alliance: “Copper Used in an Electric Car”.
131

Copper: The Green Metal
USGS: ”World Consumption of Refined Copper”.
132

2050 Net-Zero Copper Demand
Energy Minute: “The Volume of 2050 Net-Zero Copper
Demand”.
133

The Oregon Group: “Annual Copper Demand by 2050”.
134

2050 Net Zero Copper Demand
The Oregon Group: “Volume of 2050 Net Zero Copper
Demand.”
135

Copper Demand
ICA: “Growing Demand for Copper”.
136

Copper Demand
ICA: “Drivers of Demand”.
137

Copper Demand
ICA: “Industrial Symbiosis”.
138

Copper Demand
ICA: “EV Battery Industrial Symbiosis”.
139

Copper Demand
Bloomberg: “Transportation Overtakes Construction”.
140

Copper Demand
Bloomberg: “Wiring the Future”.
141

Copper Appetite
Bloomberg: ”Industrial metal demand seen
growing across the globe”.
142

Copper Supply
Bloomberg: “Running on Empty”.
143

Copper Appetite
Bloomberg: “Industrial metal demand seen growing
across the globe”.
144

Bloomberg: “China’s Relentless Metal Expansion”.
145

Bloomberg: “China is Buying More Copper”.
146

China’s Copper Share
Bloomberg: “China Is the Biggest Buyer of
Commodities”.
147

The Oregon Group: “China’s Solar Copper Demand”.
148

ICA: “Global Copper Demand”.
149

Copper Resources & Reserves
Copper Alliance: “Copper Resources & Reserves”.
150

Big Shortfall in Copper Supply
FT: “Big Shortfall in Copper”.
151

Copper Supply Gap
FT: “Copper supply will struggle”.
152

Visual Capitalist: “Projected Demand for Copper”.
153

Copper Industry Meets 21st Century
Bernstein: “It was our great-grandfathers that built
today’s Copper industry”.
154

Copper Mines
Bloomberg: “Copper Mine Ranking”.
155

Copper Discoveries
S&P: “Copper Discovery Drought Continues.”
156

Copper Discoveries
S&P: Copper Discoveries.
157

Copper Discoveries
Exploration budgets are still down, and major Copper
discoveries are far and few between.
158

Copper Discoveries
U.S. Global Investors: Copper Discoveries.
159

Copper Ore Grades
BNEF: “Falling Grades”.
160

Copper Supply
BNEF: “Copper Mines Are Taking Longer”.
161

Future Copper Mines
BNEF: “Riskier Mines Ahead”.
162

Copper Supply
BNEF: “Copper Mines Are Taking Longer”.
163

Copper Mines
Bloomberg: “Copper Mine Ranking”.
164

Copper Head Grade
Industry head grade is going lower.
165

Copper Ore Grades
BNEF: “Falling Grades”.
166

TNR Gold Los Azules Copper Royalty
Rob McEwen: “McEwen Mining’s NSR Royalty on Los
Azules Copper Worth Maybe USD$100M”.
167

GEM Royalty Co.
TNR Gold Corp. (TSXV: TNR)
The Green Energy Metals Royalty & Gold Company.
168

GEM Royalty Co.
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GEM Royalty Co.
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GEM Royalty Co.
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GEM Royalty Co.
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TNR Gold Business Model
We do not have to contribute any capital to the
development of Los Azules Copper.
173

TNR Gold Business Model
We do not have to contribute any capital to the
development of Los Azules Copper.
174

TNR Gold Corp. Global Assets
TNR Gold Corp. Current Holdings.
175

GEM Royalty Co.
Becoming The Green Energy Metals Royalty & Gold
Company.
176

TNR Gold Corp.
177

Assets – Los Azules Copper,
San Juan, Argentina
Andean Cordillera – Home to Major Copper Mines.
178

Los Azules Copper
Rob McEwen: “Los Azules has resources of 60M Au oz
equivalent”.
179

TNR Gold Corp.
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TNR Gold Corp.
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GEM Royalty Co.
TNR Gold Corp.
• Becoming The Green Energy Metals Royalty Co.
• Assets with major companies as Operators.
• Green Energy Metals: Lithium, Copper and Silver.
• TNR holds NSR Royalty on Mariana Lithium.
• TNR holds NSR Royalty on Los Azules Copper.
• TNR holds Net Profits Royalty on Batidero, Josemaria.
• TNR holds 90% stake in Shotgun Gold, Alaska.
• TNR Gold presentations on www.tnrgoldcorp.com
• All information is available on www.sedar.com
243

Thank you!
Energy rEVolution.
The World Just Before The INTERNET.
Contact k.klip@btinternet.com
Visit www.kirillklip.blogspot.com
Follow on Twitter @kirillklip
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