Li-ft Power Ltd. · TSXV:LIFT
Li-ft Power — Investor Presentation (July 2026)
30 slides from Li-ft Power's investor presentation, July 2026
Slide 1: Building a Diversified Lithium Portfolio in Canada
Building a Diversified Lithium Portfolio in Canada POWER TSXV: LIFT | ASX: LFT | OTCQX: LIFFF | FRA: WS0 www.li-ft.com July 2026
Slide 2: Important Information
Important Information Li-FT Power Limited (Australian Registered Body Number: 696 815 595) incorporated in the Province of British Columbia, POWER FORWARD LOOKING STATEMENTS Canada. The liability of its members is limited by shares Statements contained in this Presentation that are not current or hi
Slide 3: Important Information (Continued)
Important Information (Continued) POWER FORWARD LOOKING STATEMENTS (Continued) CAUTIONARY NOTE REGARDING TECHNICAL DISCLOSURE NI 43-101 The technical and scientific information in this Presentation related to Li-FT’s projects has been reviewed and approved by Ron Voordouw, Ph.D., P.Geo., Partner, Di
Slide 4: Building a Tier-One Hard Rock Lithium Platform in Canada with Visible Path to Development
Building a Tier-One Hard Rock Lithium Platform in Canada with Visible Path to Development Aiming to be Renard Option Integrated Canada’s next provides for low downstream hard-rock Li capital intensity & strategy converting producer at the faster permitting spodumene to Li Adina Project timeframe car
Slide 5: Combined Company Leadership Team
Combined Company Leadership Team POWER Proven Leadership Team with a Demonstrated Track Record of Value Creation in the Lithium Sector Francis MacDonald Anthony Tse Andrew Marshall President, CEO & Director Executive Chairman CFO 15+ years of experience in the mining Former MD & CEO – Galaxy Resourc
Slide 6: Building a Diversified Lithium Portfolio
Building a Diversified Lithium Portfolio POWER ADINA PROJECT2,3 Alberta Converter (ABC Project)4 Québec, Canada Fort Saskatchewan, Canada Aiming to be the next hard-rock Li producer in Canada Li-FT has an option to purchase an existing concentrate processing site LIFT is aiming to be the next hard-r
Slide 7: Adina Overview
Adina Overview POWER Adina Lithium Project 1 (100% Owned) • One of the largest lithium resources in Canada - 60.5 Mt at 1.14% Li2O (indicated) 15.9 Mt at 1.17% Li2O (inferred) current resource estimate • Near surface, hard rock spodumene lithium deposit with low strip ratio of 1:1 for Phase 1 open p
Slide 8: Renard Operation - Process Plant And Infrastructure
Renard Operation - Process Plant And Infrastructure POWER Source: Winsome Corporate Prresentation TSXV: LIFT | ASX: LFT | OTCQX: LIFFF | FRA: WS0 8
Slide 9: Renard Option Terms
Renard Option Terms1 POWER Key Terms • Option with 2-year term • $12M cash payment on signing (paid) • $1.00 exercise price • Li-FT to cover the Care & Maintenance costs at Renard during the Option Period; evaluating opportunities to further optimize Key Benefits • $900M CAD historic capital investe
Slide 10: Adina & Galinée: Better Together
Adina & Galinée: Better Together1,2 POWER Adina • Ownership: 100% Li-FT • Size: 44 km2 Québec Resource: 60.5 Mt at 1.14% Li2O (indicated) 15.9 Mt at 1.17% Li2O (inferred) current resource estimate2 • The Adina deposit is located the claim boundary between the Adina and Galinée Properties Li-FT Claim
Slide 11: Unlocking Upside: Removing a Boundary
Unlocking Upside: Removing a Boundary POWER Eliminating the Existing Constraint on Adina Has the Potential to Materially Increase the Mineral Resource Adina Pit Design3 vs. Pegmatites Shell Commentary • The Adina deposit currently hosts a resource of 60.5 Mt at 1.14% Li2O (indicated) 15.9 Mt at 1.17
Slide 12: Pathway to Becoming the Next Canadian Li Producer
Pathway to Becoming the Next Canadian Li Producer POWER Today 2026 2027 2028 2029 2030 Renard Negotiations Lock in DFS MRE Final Investment Decision Corporate Project Finance Operational Readiness Begins EXPECTED 1ST CONCENTRATE MRE Update Resource Drilling (Infill) Exploration Drilling Exploration
Slide 13: Market Positioning
Market Positioning POWER Low Capital Intensity & Infrastructure Proximity to Support Li-FT as Canada‘s Next Hard-Rock Lithium Producer $250 (bubble size represents M&I + Inferred LCE resources) (Initial Capex / LOM Prod.) $197 Capital Intensity (US$/t)3 $200 $176 $240 Adina has the lowest capital in
Slide 14: Market Positioning (Cont’d)
Market Positioning (Cont’d) POWER Li-FT Has One Of the Largest Hard Rock Lithium Resource Profiles Globally and Significant Re-Rate Potential Global M&I + Inferred Resources1,2,3,4,5 (Mt LCE) M&I Resources 9.91 Inf. Resources 1.10 1.71 0.08 3.74 0.64 0.78 0.05 1.71 1.75 0.33 0.10 1.33 0.94 0.45 0.70
Slide 15: Li-FT Expands Downstream Project Scope
Li-FT Expands Downstream Project Scope1 POWER • 30ktpa LCE Battery Grade Lithium Carbonate LITHIUM CARBONATE CONVERTER STUDY WITH Converter ENGINEERING PARTNER 1 • Feedstock: spodumene concentrate from the Yellowknife Lithium Project (NWT) • Includes a high-level site evaluation to determine the opt
Slide 16: Canadian Railway Infrastructure - Ports easily accessible
Canadian Railway Infrastructure - Ports easily accessible POWER TSXV: LIFT | ASX: LFT | OTCQX: LIFFF | FRA: WS0 16
Slide 17: Yellowknife - Infrastructure in an Established District
Yellowknife - Infrastructure in an Established District POWER • The Yellowknife Lithium Project is accessible by road from the city of Yellowknife • Spodumene concentrate can be shipped to rail at Enterprise by road Ingraham Trail Highway 3–Yellowknife to Hay River A A B B CN Railroad access at Hay
Slide 18: Yellowknife Lithium Project: Mineral Resource Estimate
Yellowknife Lithium Project: Mineral Resource Estimate POWER • 314 drill holes or 57,314 m of drilling to date • Currently 50.4 Mt inferred resource at 1.0% Li2O (released Oct. 2024)1,2 Includes 8 of the 15 pegmatites across Li-FT’s land package, east of Yellowknife • Six of the eight dykes remain o
Slide 19: Li-FT Timeline & Catalysts
Li-FT Timeline & Catalysts POWER Jul 2026 Adina-Galinée combined MRE July-Oct 2026 35,000m Drill Campaign ADINA Oct-Mar 2027 Updated MRE + PEA Oct-Dec 2027 Definitive Feasibility Study July – Dec 2026 ABC Scoping Study for Lithium Carbonate Converter YELLOWK July-Dec 2026 NIFE Preliminary Economic A
Slide 20: Capital Markets Profile
Capital Markets Profile POWER Shareholder Summary Share Structure As of July 8th, 2026 Basic Shares Outstanding (including CDIs) 86,720,017 Options 4,112,375 Retail / HNW 66% RSUs, DSUs & PSUs 234,263 Institutional Fully Diluted Shares Outstanding 91,066,655 20% Market Cap. (C$M) $325 Cash (C$M) $35
Slide 21: Key Takeaways
Key Takeaways POWER 1 Building ’s next lithium 2 3rd Largest hard-rock producer lithium resource base in North America + room to grow 3 Feasibility study in 2027 First ore in 4 Strengthened Leadership, Balance Sheet, and Market 2030 Relevance Follow us: Head Office Francis MacDonald President & CE
Slide 22: Historical Price Performance of Spodumene
Historical Price Performance of Spodumene POWER • Demand Inflection: EV + energy storage growth accelerating lithium consumption • Supply constraint: new supply harder/slower to bring online → tighter market ahead • Room to Run: pricing remains well below prior- cycle peaks—creating asymmetric upsid
Slide 23: Demand estimates continue to increase
Demand estimates continue to increase POWER Long-term growth driven by stationary storage and EV; lithium demand expected +15-40% Y/Y in 2026 2026 lithium demand projected at ~1.6 million tonnes LCE 2030 lithium demand range of 2.8 Mt -3.6 Mt LCE depending on: • Stationary storage demand growth • Ad
Slide 24: Demand - 2025 Global EV Sales of 22M
Demand - 2025 Global EV Sales of 22M POWER (+21% y/y), Driven by Growth in China and Europe Resilient demand growth in Europe supported by policy and growing local supply chain 1 Source: EV Volumes registrations data as of Jan 31, 2026 TSXV: LIFT | ASX: LFT | OTCQX: LIFFF | FRA: WS0 24
Slide 25: Global Stationary Storage Demand Up >80% in 2025
Global Stationary Storage Demand Up >80% in 2025 POWER In China, support in the 15th 5-year plan and strong economics due to falling pack costs promote stationary storage buildout In the US, stationary storage provides grid stability and resilience as energy needs increase due to AI data centers In
Slide 26: Supply struggles to keep pace
Supply struggles to keep pace POWER Modest supply revisions meet surging demand — deficit market emerging in 2026 and widening through 2035 Supply revisions Global LCE Supply Forecast (LCE kt) • Old vs New estimates, 2025A – 2035E • 2026 supply lowered 8% on Jianxiawo restart delays 3500 and Zimbabw
Slide 27: Appendix
Appendix www.li-ft.com TSXV: LIFT | ASX: LFT | OTCQX: LIFFF | FRA: WS0 www.li-ft.com
Slide 28: Li-FT Resources (Yellowknife)
Li-FT Resources (Yellowknife) POWER Indicated Inferred Total Li2O Li2O Li2O Zone Tonnes (Mt) Tonnes (Mt) Tonnes (Mt) (%) (%) (%) Big East - - 16.5 1.06% 16.5 1.06% Fi Main & Fi Sw - - 13.8 1.03% 13.8 1.03% Shorty - - 5.2 1.01% 5.2 1.01% Echo - - 6.2 0.94% 6.2 0.94% Ki - - 2.8 0.91% 2.8 0.91% Nite -
Slide 29: Li-FT Resources (Adina)
Li-FT Resources (Adina) POWER Indicated Inferred Cut-Off Grade Cut-Off Grade Method Tonnes (Mt) Tonnes (Mt) (%Li2O) (%Li2O) (%Li2O) (%Li2O) Open Pit 0.5% 58.1 1.14 0.5% 14.4 1.16 Underground 0.7% 2.4 1.11 0.7% 1.5 1.23 Total 60.5 1.14 15.9 1.17 Adina Mineral Resource Estimate Notes: (1) The Competen
Slide 30: Resource References (Comparables)
Resource References (Comparables) POWER PMET Resources: PMET Resources MRE has an effective date of October 20, 2025. For more information refer to PMET's NI 43-101 Technical Report entitled "CV5 Pegmatite Lithium-Only Feasibility Study NI 43-101 Technical Report Shaakichiuwaanaan Project". More det