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 June 2024
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.
Copper June 2024
2

Back into the Future
The future is already here, not everybody can see it yet, but
megatrends are manifesting themselves. rEVolution.
Copper June 2024
3

Legal Disclaimer
All information about McEwen Mining presented using
publicly available data.
Copper June 2024
4

Legal Disclaimer for the US
Please read legal disclaimers. There is no investment advice in this
presentation. Always consult your qualified financial adviser.
Copper June 2024
5

The Green Energy Metals Royalty Co.
TNR Gold Corp.
Copper June 2024
6

TNR Gold Corp.
Copper June 2024
7

TNR Gold Holds NSR
Royalty on
Los Azules, Argentina
McEwen Mining
8
Copper June 2024

Copper Red Hot
Bloomberg: “Copper Red Hot”.
Copper June 2024
9

Copper Supercharged by rEVolution
U.S. Global Investors: “Citi Sees Copper Topping Out at
$15,000 by 2025”.
Copper June 2024
10

Copper Red Hot
Bloomberg: “Copper Red Hot”.
Copper June 2024
11

U.S. Global Investors: “Copper Poised to Make Gains”.
Copper June 2024
12

Crescat Capital: “Copper”.
Copper June 2024
13

Bloomberg: “BlackRock Says $12,000 Copper is Needed
for New Mines”.
Copper June 2024
14

Bloomberg: “Copper Hits $10,000 as Bulls Pile In”.
Copper June 2024
15

Bloomberg: “Copper Reclaims $10,000 Mark”.
Copper June 2024
16

Bloomberg: “Copper Trades Above $10,000”.
Copper June 2024
17

Copper - A New All-Time High
Copper Hits a New All-Time High at $5.1985 per lb.
Copper June 2024
18

Copper June 2024
19

Bloomberg: “Copper Breaches $11,000 a Ton”.
Copper June 2024
20

Copper June 2024
21

Clean Air
Copper June 2024
22

DIEselGate
Copper June 2024
23

EVs: The End of the ICE Age
Copper June 2024
24

EVs Today Are Cleaner Than Gas Cars
BNEF: “EVs Made Today Are Cleaner Than Gas Cars”.
Copper June 2024
25

Average EV Range
BloombergNEF: “Average EV Range”.
Copper June 2024
26

Energy rEVolution
The World Just Before the INTERNET
“Maximum Plaid” of Tesla Roadster: Elon Musk has
demonstrated the potential of Electric Cars.
Copper June 2024
27

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.
Copper June 2024
28

Tesla 2024
Tesla Sales Approaching 6 million electric cars.
Copper June 2024
29

Tesla 2024
Statista: Tesla Vehicles Deliveries 2012 - 2024.
Copper June 2024
30

Tesla Dumps Bitcoin
CNBC: “Tesla has dumped 75% of its bitcoin holdings”.
Copper June 2024
31

Tesla’s Vertical Landing
Tesla in Ludicrous Crypto FSD Mode: FUD, Sweat and Tears.
(Chart by Holger Zschaepitz)
Copper June 2024
32

Tesla and Competition
Tesla Team must concentrate on EVs production
execution to justify its valuation.
Copper June 2024
33

Tesla & BYD
Statista: “China’s BYD Overtakes Tesla in Q4 2023”.
Copper June 2024
34

Tesla & BYD
CnEVPost: “Tesla Global Deliveries vs BYD”.
Copper June 2024
35

Tesla rEVolution
Bloomberg: “BYD Dominates Electric Car Sales in
China”.
Copper June 2024
36

Tesla Semi
Tesla Semi is testing new limits for Electric Cars
technology.
Copper June 2024
37

Lithium Battery Prices
BNEF: “Battery Prices Are Falling Again”.
Copper June 2024
38

BNEF: “Lithium-ion Batteries Set to Get Cheaper”.
Copper June 2024
39

BNEF: “Battery prices in China have plummeted”.
Copper June 2024
40

Tesla rEVolution
Bloomberg: “Tesla Prices Now Compete With the
Average Car”.
Copper June 2024
41

EV & ICE Car Cost Parity
Bloomberg: “EVs Pass a Key Measure of Price Parity in
US”.
Copper June 2024
42

Tesla Energy rEVolution
Tesla’s rEVolution contribution.
Copper June 2024
43

Tesla Master Plan Part 3
Tesla: “End-Use Electrification, Sustainable Energy
Generation and Energy Storage”.
Copper June 2024
44

Copper June 2024
45

Copper June 2024
46

Copper June 2024
47

Electric Cars are coming much faster than a lot of
people are anticipating it.
Copper June 2024
48

Not Just Tesla Anymore
S&P: “Automakers’ investments in next-generation
vehicles to exceed $500B by 2030”.
Copper June 2024
49

The Switch: Mass Market for EVs
Now all automakers are rushing to catch up with Tesla.
Copper June 2024
50

EV & ICE Car Cost Parity
Bloomberg: “EVs Pass a Key Measure of Price Parity in
US”.
Copper June 2024
51

Electric Surge
Bloomberg: “DIEsel is being eclipsed by Electric Cars in
Europe”.
Copper June 2024
52

Peak ICE Is Behind Us
Bloomberg: “Peak ICE Is Behind Us”.
Copper June 2024
53

Global Electric Vehicles Sales
Bloomberg: “Passenger EVs sales as a percentage of
total sales, quarterly”.
Copper June 2024
54

Peak ICE Is Behind Us
Bloomberg: “Peak ICE Is Behind Us”.
Copper June 2024
55

Norway Electric Cars Sales
BNEF: “How Fast Is the Switch to Electric Cars?”
Copper June 2024
56

Electric Vehicles Adoption
BNEF: “Electric Vehicles Adoption Continues to Grow”.
Copper June 2024
57

BloombergNEF: “Dawn of the EV Era”.
Copper June 2024
58

BNEF: “EV Sales Head For Another Record Year”.
Copper June 2024
59

BNEF: “Electric Vehicle Hit 20% of Global Sales”.
Copper June 2024
60

US Electric Vehicles Sales
BNEF: “Fully Electric Vehicles Surge to 3M in US”.
Copper June 2024
61

BNEF: “US All-Electric Vehicles Sales Pass the 1 Million
Mark”.
Copper June 2024
62

Electric Vehicles Adoption
BloombergNEF: “Ten States Pass a key EV Tipping Point”.
Copper June 2024
63

BNEF: “Analyst see growth resuming for the US”.
Copper June 2024
64

BNEF: “EV Sales Head For Another Record Year”.
Copper June 2024
65

EV VOLUMES: “Global BEV & PHEV Sales”.
Copper June 2024
66

Global Electric Car Sales
IEA: “Global Electric Car Sales.”
Copper June 2024
67

BNEF: “Global passenger EV sales”.
Copper June 2024
68

BNEF: “Global passenger EV sales”.
Copper June 2024
69

Global Electric Vehicles Fleet
EV VOLUMES: “Global BEV & PHEV Fleet”.
Copper June 2024
70

Global Electric Car Fleet
IEA: “Global Electric Car Stock.”
Copper June 2024
71

Global Electric Vehicles Fleet
BNEF: “There are now almost 41M passenger EVs on the
road”.
Copper June 2024
72

Global EV Demand
BNEF: “Global EV Demand Will More Than Double.”
Copper June 2024
73

BNEF: “Global passenger EVs sales by region”.
Copper June 2024
74

BNEF: “Sales of passenger EVs are set to jump 22%”.
Copper June 2024
75

Global Electric Car Sales
IEA: “Global Electric Car Sales.”
Copper June 2024
76

Copper June 2024
77

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.
Copper June 2024
78

Copper June 2024
79

BNEF: “The EV growth story continues”.
Copper June 2024
80

BNEF: “The EV growth story continues”.
Copper June 2024
81

China’s EV Adoption
BNEF: “China Will Remain the Driving Force of EV
Adoption”.
Copper June 2024
82

China’s EVs Export
BNEF: “China’s Car Export Surged”.
Copper June 2024
83

China’s EV Adoption
BNEF: “China Will Remain the Driving Force of EV
Adoption”.
Copper June 2024
84

EVs in China
CAAM: “China’s NEV Sales Expected to Reach 8M in
2023”.
Copper June 2024
85

China’s EV Market Domination
FT: “China has come to dominate the EV market”.
Copper June 2024
86

China Passenger NEV
CnEVPost: “China passenger NEV penetration is 47%”.
Copper June 2024
87

We must stop burning oil. Solar and Wind.
Electricity.
Copper June 2024
88

Electricity Generation
BloombergNEF: “Electricity generation by technology.”
Copper June 2024
89

Energy rEVolution
Surface Area Required to Power the World with Solar
Alone.
Copper June 2024
90

Green Energy: Clean Equals Cheap
All-in cost for clean energy plus storage is getting
cheaper.
Copper June 2024
91

Green Energy: Clean Equals Cheap
All-in cost for clean energy plus storage is getting
cheaper.
Copper June 2024
92

Renewable Energy
BNEF: “Another Record Year for Renewable Additions in
Europe”.
Copper June 2024
93

Global Public Charging
BNEF: “Cumulative global public charging”.
Copper June 2024
94

Growing U.S. Energy Storage
Energy Storage Systems will consume more Lithium
batteries’ capacity than Electric Cars in the future.
Copper June 2024
95

The U.S. Grid Battery Boom
Canary Media: “The U.S. grid battery boom isn’t slowing
down”.
Copper June 2024
96

Global Energy Storage
BNEF: “Global gross energy additions by market”.
Copper June 2024
97

Energy Storage Systems
Solar & Wind
Copper June 2024
98

Solar & Wind
Copper June 2024
99

Tesla: “Goal One – 100% electric transportation requires
100X growth”.
Copper June 2024
100

Tesla: “100% renewable energy requires 1600X growth”.
Copper June 2024
101

Tesla Giant Battery
Tesla deployed the largest Lithium battery plant in
Australia.
Copper June 2024
102

Battery Metals Boom
BNEF: “Rising EV demand supercharges demand
forecast for a group of metals”.
Copper June 2024
103

EVs & Mining
Mining makes the cars of today and tomorrow possible.
Copper June 2024
104

Green Energy Electric Metals
IEA: “Minerals used in electric cars compared to ICE
cars”.
Copper June 2024
105

Battery Metals Investments
The metal needed to support a 2-degree trajectory
would require over $1T investments.
Copper June 2024
106

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.
Copper June 2024
107

$6 Trillion Investment In EVs
Fast roll out of infrastructure for EVs will require stable
supply of Copper.
Copper June 2024
108

Green Energy Metals
Bloomberg: “Multi-Trillion Dollar Net-Zero Opportunity”.
Copper June 2024
109

The Switch: Energy Transition
BNEF: “$10T Metals Needed Through 2050”.
Copper June 2024
110

Energy Transition
BNEF: “Driving Investment”.
Copper June 2024
111

Energy Transition Investments Tops $1T
Bloomberg: “Energy Transition Investments Tops
$1 Trillion”.
Copper June 2024
112

Energy Transition Investments Tops $1T
BloombergNEF: “Energy Transition Investments Tops
$1 Trillion”.
Copper June 2024
113

Mining & rEVolution
Bloomberg: “Cumulative capital for new investment in
the EV industry”.
Copper June 2024
114

How To Cross Digital Divide And
Finance Tesla rEVolution?
Junior Miners are starving, now only the best
companies can get capital.
Copper June 2024
115

We Need Real Things To Build
Other Things
Markets are broken.
How to transfer Capital directly to enterprises?
Copper June 2024
116

Commodities to Equity Ratio
Crescat Capital: “Commodities to Equity Ratio”.
Copper June 2024
117

Commodities vs. S&P 500
Jefferies: “Ratio of Commodity Prices to the S&P 500”.
Copper June 2024
118

Copper vs. S&P 500
Crescat Capital: “Copper-to-S&P 500 Ratio”.
Copper June 2024
119

Infrastructure Spending
Crescat Capital: “Infrastructure Spending”.
Copper June 2024
120

Green rEVolution
Trafigura expects a surge in global Copper demand this
decade.
Copper June 2024
121

Copper Demand
IEA: ”Growth in demand for key critical minerals”.
Copper June 2024
122

Why Copper?
Elements: “Why Copper is a Critical Mineral”.
Copper June 2024
123

Why Copper?
Elements: “Critical Copper – Role in the Economy”.
Copper June 2024
124

Copper Demand
Elements: “Copper Demand”.
Copper June 2024
125

Copper & Critical Minerals List
Elements: “Copper and the Critical Minerals List”.
Copper June 2024
126

Copper & Critical Minerals List
Elements: “Copper and the Critical Minerals List”.
Copper June 2024
127

Refined Copper Production
Elements: “Refined Copper Production”.
Copper June 2024
128

Refined Copper Production
Elements: “Refined Copper Production”.
Copper June 2024
129

Falling Copper Ore Grades
Elements: “Falling Copper Ore Grades”.
Copper June 2024
130

Copper in Electric Vehicles
Reuters: “Electric vehicles rely heavily on copper for the
motors and wiring”.
Copper June 2024
131

Copper Used in an Electric Car
Copper Alliance: “Copper Used in an Electric Car”.
Copper June 2024
132

Copper: Green and Healthy
Copper is durable and sustainable with a long service
life. It plays a crucial role in green future.
Copper June 2024
133

Copper’s role in climate neutral renovation.
Copper June 2024
134

More Copper should be used for doorknobs and other
surfaces to stop spread of viruses.
Copper June 2024
135

More Copper should be used for surfaces to stop
spread of viruses.
Copper June 2024
136

Copper Is Needed for EVs & All
Charging Infrastructure
Annual copper demand in EVs and ICE vehicles.
Copper June 2024
137

Copper & EVs
Copper Alliance: “Copper Used in an Electric Car”.
Copper June 2024
138

Copper: The Green Metal
USGS: ”World Consumption of Refined Copper”.
Copper June 2024
139

2050 Net-Zero Copper Demand
Energy Minute: “The Volume of 2050 Net-Zero Copper
Demand”.
Copper June 2024
140

Copper Powered by rEVolution
The Oregon Group: “Annual Copper Demand by 2050”.
Copper June 2024
141

2050 Net Zero Copper Demand
The Oregon Group: “Volume of 2050 Net Zero Copper
Demand.”
Copper June 2024
142

Copper Demand
ICA: “Growing Demand for Copper”.
Copper June 2024
143

Copper Demand
ICA: “Drivers of Demand”.
Copper June 2024
144

Copper Demand
ICA: “Industrial Symbiosis”.
Copper June 2024
145

Copper Demand
ICA: “EV Battery Industrial Symbiosis”.
Copper June 2024
146

Copper Demand
Bloomberg: “Transportation Overtakes Construction”.
Copper June 2024
147

Copper Appetite
Bloomberg: ”Industrial metal demand seen
growing across the globe”.
Copper June 2024
148

Copper Demand
Bloomberg: “Wiring the Future”.
Copper June 2024
149

Copper Appetite
Bloomberg: “Industrial metal demand seen growing
across the globe”.
Copper June 2024
150

Bloomberg: “China’s Relentless Metal Expansion”.
Copper June 2024
151

Bloomberg: “China is Buying More Copper”.
Copper June 2024
152

China’s Copper Share
Bloomberg: “China Is the Biggest Buyer of
Commodities”.
Copper June 2024
153

Bloomberg: “China Dominates Copper”.
Copper June 2024
154

Bloomberg: “China’s Copper Output Stays Near
Record”.
Copper June 2024
155

Bloomberg: “China Dominates Copper”.
Copper June 2024
156

ICA: “Global Copper Demand”.
Copper June 2024
157

Copper Resources & Reserves
Copper Alliance: “Copper Resources & Reserves”.
Copper June 2024
158

Big Shortfall in Copper Supply
FT: “Big Shortfall in Copper”.
Copper June 2024
159

Bloomberg: “Copper Miners Need to Spend Big”.
Copper June 2024
160

Copper Supply Gap
FT: “Copper supply will struggle”.
Copper June 2024
161

Bloomberg: “Copper Supply Will Plunge”.
Copper June 2024
162

Bloomberg: “Copper Miners Need to Spend Big”.
Copper June 2024
163

Visual Capitalist: “Projected Demand for Copper”.
Copper June 2024
164

Copper Industry Meets 21st Century
Bernstein: “It was our great-grandfathers that built
today’s Copper industry”.
Copper June 2024
165

Copper Mines
Bloomberg: “Copper Mine Ranking”.
Copper June 2024
166

Copper Discoveries
S&P: Copper Discoveries.
Copper June 2024
167

Copper Discoveries
Exploration budgets are still down, and major Copper
discoveries are far and few between.
Copper June 2024
168

Project Drilling Activity
S&P Global: “Project Drilling Activity”.
Copper June 2024
169

Copper Discoveries
U.S. Global Investors: Copper Discoveries.
Copper June 2024
170

Copper Ore Grades
BNEF: “Falling Grades”.
Copper June 2024
171

Copper Supply
BNEF: “Copper Mines Are Taking Longer”.
Copper June 2024
172

Future Copper Mines
BNEF: “Riskier Mines Ahead”.
Copper June 2024
173

Copper Supply
BNEF: “Copper Mines Are Taking Longer”.
Copper June 2024
174

Copper Mines
Bloomberg: “Copper Mine Ranking”.
Copper June 2024
175

Copper Head Grade
Industry head grade is going lower.
Copper June 2024
176

Copper Ore Grades
BNEF: “Falling Grades”.
Copper June 2024
177

Copper Head Grade
Industry head grade is going lower.
Copper June 2024
178

TNR Gold Los Azules Copper Royalty
Rob McEwen: “McEwen Mining’s NSR Royalty on Los
Azules Copper Worth Maybe USD$100M”.
Copper June 2024
179

GEM Royalty Co.
TNR Gold Corp. (TSXV: TNR)
The Green Energy Metals Royalty & Gold Company.
Copper June 2024
180

GEM Royalty Co.
Copper June 2024
181

GEM Royalty Co.
Copper June 2024
182

GEM Royalty Co.
Copper June 2024
183

GEM Royalty Co.
Copper June 2024
184

GEM Royalty Co.
Copper June 2024
185

TNR Gold Business Model
We do not have to contribute any capital to the
development of Los Azules Copper.
Copper June 2024
186

TNR Gold Business Model
We do not have to contribute any capital to the
development of Los Azules Copper.
Copper June 2024
187

TNR Gold Corp. Global Assets
TNR Gold Corp. Current Holdings.
Copper June 2024
188

GEM Royalty Co.
Becoming The Green Energy Metals Royalty & Gold
Company.
Copper June 2024
189

TNR Gold Corp.
Copper June 2024
190

Assets – Los Azules Copper,
San Juan, Argentina
Andean Cordillera – Home to Major Copper Mines.
Copper June 2024
191

Los Azules Copper
Rob McEwen: “Los Azules has resources of 74M Au oz
equivalent”.
Copper June 2024
192

TNR Gold Corp.
Copper June 2024
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TNR Gold Corp.
Copper June 2024
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TNR Gold Corp.
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TNR Gold Corp.
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TNR Gold Corp.
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TNR Gold Corp.
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TNR Gold Corp.
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TNR Gold Corp.
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TNR Gold Corp.
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TNR Gold Corp.
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TNR Gold Corp.
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TNR Gold Corp.
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TNR Gold Corp.
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TNR Gold Corp.
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TNR Gold Corp.
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TNR Gold Corp.
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TNR Gold Corp.
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TNR Gold Corp.
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TNR Gold Corp.
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TNR Gold Corp.
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TNR Gold Corp.
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TNR Gold Corp.
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TNR Gold Corp.
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TNR Gold Corp.
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TNR Gold Corp.
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TNR Gold Corp.
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TNR Gold Corp.
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TNR Gold Corp.
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TNR Gold Corp.
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TNR Gold Corp.
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TNR Gold Corp.
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TNR Gold Corp.
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TNR Gold Corp.
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TNR Gold Corp.
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TNR Gold Corp.
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TNR Gold Corp.
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TNR Gold Corp.
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TNR Gold Corp.
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TNR Gold Corp.
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TNR Gold Corp.
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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
Copper June 2024
253

Thank you!
Energy rEVolution.
The World Just Before The INTERNET.
Contact k.klip@btinternet.com
Visit www.kirillklip.blogspot.com
Follow on Twitter @kirillklip
Copper June 2024
254

Kirill Klip GEM Royalty TNR Gold Copper Presentation

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