Thomas Krause from Chemetall presented on the outlook for the lithium market. He discussed increasing demand for lithium driven by growth in electric vehicles, forecasting demand could reach between 500,000-800,000 tons by 2030 depending on market penetration scenarios for EVs. While current lithium reserves are sufficient to meet this demand, significant capacity increases will be needed from miners. The main sources of lithium are brines and ores, with brines being concentrated by evaporation from salars mainly in Chile, Argentina and China.

1. RARE EARTHS, SPECIALITY
& STRATEGIC METALS
INVESTMENT SUMMIT
Outlook for the lithium market
Thomas Krause – Global Comms, Chemetall
IRONMONGERS’ HALL, CITY OF LONDON ● THURSDAY, 17 MAR 2011
www.ObjectiveCapitalConferences.com

2. Availability of Lithium – Meeting Tomorrow‘s Demand
Thomas Krause
Head of Marketing & Communications, Lithium
Rare Earth and Strategic Metals Investment Summit
London, March 17, 2011
© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.
No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not be
reproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall
not be used for any purpose other than that for which it is supplied.

3. Forward Looking Statements
This presentation may contain certain "forward-looking statements" within the meaning of the Private Securities
Litigation Reform Act of 1995 concerning the business, operations and financial condition of Rockwood
Holdings, Inc. and its subsidiaries (“Rockwood”). Although Rockwood believes the expectations reflected in
such forward-looking statements are based upon reasonable assumptions, there can be no assurance that its
expectations will be realized. "Forward-looking statements" consist of all non-historical information, including
the statements referring to the prospects and future performance of Rockwood. Actual results could differ
materially from those projected in Rockwood’s forward-looking statements due to numerous known and
unknown risks and uncertainties, including, among other things, the "Risk Factors" described in Rockwood’s
2008 Form 10-K with the Securities and Exchange Commission. Rockwood does not undertake any
obligation to publicly update any forward-looking statement to reflect events or circumstances after the date
on which any such statement is made or to reflect the occurrence of unanticipated events.
© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.
No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not be
reproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 3
not be used for any purpose other than that for which it is supplied.

4. Chemetall
At a glance
© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.
No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not be
reproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall
4
not be used for any purpose other than that for which it is supplied.

5. Chemetall is Part of Rockwood (NYSE ROC)
Net Sales: $ 3,192
Chemetall
Employees: 9,600
Net Sales: $ 1,163
Employees: 2,788
Pigments &
Additives Surface Lithium
Treatment Division
Advanced
Materials
(USD millions)
fiscal year 2010
© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.
No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not be
reproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 5
not be used for any purpose other than that for which it is supplied.

6. Chemetall Lithium – Global Market Position
• More than 50% market share, for Li2CO3 approx. 30%
• Very broad portfolio of specialty compounds and salts
• Headquarter Frankfurt, Germany, Production sites
worldwide
HQ Frankfurt, Germany
New Johnsonville, TN, USA
Langelsheim, Germany
La Porte, TX, USA
Silver Peak, NV, USA
Taichung, Taiwan
Kings Mountain, NC, USA
Antofagasta, Chile
© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.
No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not be
reproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 6
not be used for any purpose other than that for which it is supplied.

7. Lithium
Today‘s and future demand
© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.
No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not be
reproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 7
not be used for any purpose other than that for which it is supplied.

8. The Lithium World
(Main Products and Applications)
Lithium
carbonate
Li-Ion-Batteries Glass & Ceramics Cement Aluminum
Lithium
hydroxide
Li-Ion-Batteries Grease CO2 Absorption
Lithium
metal
Li Primary Batteries Pharmaceuticals Al-Li alloys
Butyl-
lithium
Elastomers Pharmaceuticals Agrochemicals
Lithium
specialties
Electronic Materials Pharmaceuticals Agrochemicals
© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.
No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not be
reproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 8
not be used for any purpose other than that for which it is supplied.

9. Consumption of Lithium by End-use, 2009
(approx. 100.000 mt LCE*)
Other
Pharmaceutical
15% Ceramics and glass
Rubber and 2%
thermoplastics 31 %
4%
Continuous
casting
4%
Air treatment
6%
Aluminium
Greases Batteries
6%
9% 23%
* LCE = Lithium Carbonate Equivalents
© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.
No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not be
reproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 9
not be used for any purpose other than that for which it is supplied.

10. Market for Eco Cars should develop steadily
• The commitment and acceptance of eco cars is driven by the need to
ensure independency from crude oil, and the reduction of greenhouse
gases.
• Car manufacturers prefer long-term testing rather than immediate start
of mass production.
• Most reports estimate the number of eco cars in 2020 in a range of 5 to
• Most reports estimate the number of eco cars in 2020 in a range of 5 to
7 million
7 million.
• Battery development is still in progress, especially for pure electric
vehicles and requires modified high sophisticated products.
• Recycling will play a more and more important role.
© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.
No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not be
reproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 10
not be used for any purpose other than that for which it is supplied.

11. Lithium Carbonate Equivalent (LCE) Demand
Car Type All Electric Vehicle Plug-in Hybrid Mild Hybrid
(EV) (PHEV) (HEV)
Approx. Battery Capacity 25 kWh 16 kWh 1 kWh
Lithium Demand (LCE) 22 kg 15 kg 2 kg
(Approximate)
Addition of 1 million all electric cars will add 22,000 tons more LCE demand
10 % electrification (7 million cars) would require about 120,000 – 150,000 mt more
by 2020
© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.
No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not be
reproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 11
not be used for any purpose other than that for which it is supplied.

12. Lithium Forecast - Market Penetration Scenarios
(Basis: Six Different Market Studies)
ts LCE
800.000
700.000
600.000
500.000
400.000
300.000
Portable Batteries
200.000
LCE demand
without
Other Applications
electromobility
100.000
Lubricating Greases
Glass & Ceramics
0
2010 2015 2020 2025 2030
© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.
No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not be
reproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall
12
not be used for any purpose other than that for which it is supplied.

13. Lithium Forecast - Market Penetration Scenarios
(Basis: Six Different Market Studies)
ts LCE
800.000
700.000
600.000
500.000
HEV + PHEV + EV
400.000 (low scenario)
300.000
Portable Batteries
200.000 LCE demand
without
Other Applications electromobility
100.000
Lubricating Greases
Glass & Ceramics
0
2010 2015 2020 2025 2030
© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.
No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not be
reproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 13
not be used for any purpose other than that for which it is supplied.

14. Lithium Forecast - Market Penetration Scenarios
(Basis: Six Different Market Studies)
ts LCE
800.000
HEV + PHEV + EV
700.000 (high scenario)
600.000
500.000
HEV + PHEV + EV
400.000
(low scenario)
300.000
Portable Batteries
200.000
LCE demand
without
Other Applications
electromobility
100.000
Lubricating Greases
Glass & Ceramics
0
2010 2015 2020 2025 2030
© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.
No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not be
reproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 14
not be used for any purpose other than that for which it is supplied.

15. Lithium
Worldwide Resources
© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.
No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not be
reproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 15
not be used for any purpose other than that for which it is supplied.

16. Worldwide Lithium Resources
• Current estimates of worldwide Lithium resources total
approx. 30,000,000 tons Lithium. or 160,000,000 tons Lithium carbonate)*
• Reserves in active or proposed operations total 14,000,000 tons.
(or 74,000,000 tons Lithium Carbonate)*
• Current worldwide demand is approx. 23,000 tons Lithium.
(or 122,000 tons Lithium carbonate)*
Main sources are:
• Brines from Salars
• Ore (Spodumene, Hectorite, Jadarite)
• Geothermal- and Oilfield Brines
There is enough Lithium
• All existing producers have announced significant capacity increase over the next years
• In total there are more than 50 active exploration projects worldwide covering all three
main sources.
• * Source: Roskill, The economics of Lithium, 11th edition, 2009
© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.
No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not be
reproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 16
not be used for any purpose other than that for which it is supplied.

17. Lithium Availability WallMap
Gerry M Clarke, Peter W Harben
© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.
No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not be
reproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 17
not be used for any purpose other than that for which it is supplied.

18. Critical Raw Materials for the EU
Source: Critical Raw Materials for the EU,
European Commission Enterprise and Industry, June 2010
© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.
No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not be
reproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 18
not be used for any purpose other than that for which it is supplied.

19. Lithium
Production
© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.
No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not be
reproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 19
not be used for any purpose other than that for which it is supplied.

20. Natural brines from
El Salar ~ 0,16% Li NaCl + CaSO4 * H2O
HALITE
NaCl + KCl
SYLVINITE
MgCl2 * KCl * 6H2O
CARNALLITE
MgCl2 * 6H2O
BISCHOFITE
MgCl2* LiCl *7H2O
Li CARNALLITE
9 x 4 km dimension
END BRINE 6.0% Li
Li2CO3
LiCl
Further Purification, Processing, Crystallization
© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.
No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not be
reproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 20
not be used for any purpose other than that for which it is supplied.

21. Chemetall Lithium Production Potential
Chemetall has steadily increased production in the past and expects to
continue to do so in the future to meet market needs.
2002 2005 2006 2008 2010
Expansion plans based on current market estimates
(Salar Atacama; Chile, Silver Peak, USA; Langelsheim Plant,Germany)
2008 2010 2015 2020
Lithium > 27,000 t > 33,000 t > 40,000 t > 50,000 t
Carbonate
Lithium > 4,000 t > 5,000 t > 10,000 t > 15,000 t
Hydroxide
© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.
No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not be
reproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 21
not be used for any purpose other than that for which it is supplied.

22. Chemetall – Core Competencies
Brine and Closed cycles of
salt processing materials
• Solar pond technology • Recycling of production
• Salt purification residues
– From internal
• Crystallization processes
Lithium Products
• Production of – From customer’s
Portfolio
High Purity Li salts processes
Lithium Metal Organometallics
• Casting of Lithium metal • Large scale production of
• Semi-finished metal product air and water sensitive
materials
© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.
No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not be
reproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 22
not be used for any purpose other than that for which it is supplied.

23. Lithium
Reycling Lithium from Battery Materials
© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.
No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not be
reproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 23
not be used for any purpose other than that for which it is supplied.

24. The Importance of Recycling
• Environmental Issues
• Extended Producer Responsibility
• Regulation
• Resources Preservation / Sustainability
• Geostrategical Issues
• Consumer Acceptance / Image
© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.
No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not be
reproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 24
not be used for any purpose other than that for which it is supplied.

25. Battery Recycling
Recent Status: Recent Status:
- Shredding of small Batteries No viable economical and
- Pyrotechnical Reprocessing ecological Recycling System
for large Batteries
- Recycling of Co, Ni
No Lithium Recycling Lithium Recycling Mandatory
© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.
No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not be
reproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 25
not be used for any purpose other than that for which it is supplied.

26. Lith Rec
© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.
No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not be
reproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 26
not be used for any purpose other than that for which it is supplied.

27. Recycling Potential (mean scenario) and Timing
400.000
t LCE
350.000
HEV + PHEV + EV
300.000
Recycled
250.000
200.000
150.000
Battery Life
100.000
50.000
0
2010 2015 2020 2025 2030
© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.
No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not be
reproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 27
not be used for any purpose other than that for which it is supplied.

28. Chemetall as the leading producer of lithium compounds is committed to expand
capacities and to develop tailor-made products in order to satisfy its customer‘s
demands.
© 2011 CHEMETALL GMBH - This document and all information contained herein is the proprietary information of CHEMETALL GMBH.
No intellectual property rights are granted by the delivery of this document or the disclosure of its content. This document shall not be
reproduced or disclosed to a third party without the express written consent of CHEMETALL GMBH. This document and its content shall 28
not be used for any purpose other than that for which it is supplied.