Quantum Graphite Ltd · ASX:QGL
Quantum Graphite — Singapore Scientific Conference 2025
27 slides from Quantum Graphite's conference presentation, Dec 17, 2025
Slide 1: Media Release: Presentation delivered at the 2025 Singapore Scientific Conference
MEDIA RELEASE For Immediate Release 17 December 2025 Presentation delivered at the 2025 Singapore Scientific Conference The Company and its joint venture partner, Sunlands Energy Co, were invited to deliver a presentation at the recent Singapore Scientific Conference. The conference showcases develo
Slide 2: Sunlands Energy Co. TES Graphite Cells: Scalable Long Duration Energy Storage
For personal use only Sunlands Energy Co. TES Graphite Cells Scalable Long Duration Energy Storage Singapore Scientific Conference December 2025 www.sunlandsco.com www.quantumgraphite.com
Slide 3: Synopsis
Synopsis • LONG DURATION ENERGY STORAGE (LDES) does not mean 2-hours storage and dispatch. It does not mean 4- hours. It means at least 10-hours storage and dispatch, and it also means you should be able to do that every day of the year. For personal use only • OPERATING TEMPERATURE RANGE: The singl
Slide 4: Agenda
Agenda 01 Who Are We ? For personal use only 02 What is a Thermal Battery? 03 How does a Sunlands TES Graphite Cell work? 04 Use cases 05 Commercialisation runway 06 Appendices
Slide 5: 1. Who Are We? A Technology and Critical Minerals Partnership
1. Who Are We? A Technology and Critical Minerals Partnership For personal use only PAGE // 4
Slide 6: Agenda
Agenda 01 Who Are We ? For personal use only 02 What is a Thermal Battery? 03 How does a Sunlands TES Graphite Cell work? 04 Use cases 05 Commercialisation runway 06 Appendices
Slide 7: 2. Thermal Battery? The Thermal Storage Media is Key
2. What is a Thermal Battery? The Thermal Storage Media is Key Let’s look at several of the “thermal batteries” which are in the market today and the storage media 1. Kraftblock 2. Rondo Energy 3. Antora Energy (steel slag) (bricks) (recycled carbon) For personal use only 5. The Sunlands Energy Co.
Slide 8: 2. What is the TES Graphite Cell?
2. What is a Sunlands TES Graphite Cell? A TES Graphite Cell is made up of a number of Internal Storage Modules (ISMs). These modules comprise of three major components: For personal use only 1. "Housing" component - high-end refractory Housing material 2. "Storage Media" component - the flake graph
Slide 9: 2. What is the TES Graphite Cell?
2. What is a Sunlands TES Graphite Cell? ISMs are stacked and separated by electrodes. For personal use only STACKED ARRAYS OF INTERNAL BATTERY MODULES PAGE // 8
Slide 10: 2. What is the TES Graphite Cell?
2. What is a Sunlands TES Graphite Cell? • ISMs are essentially scalable thermo-electric circuits For personal use only • Arrays of ISMs are grouped as parallel circuits connected in series. • To power this circuit, each TES Graphite Cell is connected to an external electricity source (e.g. a renewa
Slide 11: 2. What is the TES Graphite Cell?
2. What is a Sunlands TES Graphite Cell? The chamber For personal use only encloses the stacks Arrays of ISMs are contained in a refractory chamber A heat conductive fluid flows within the chamber and is the principal means for the transfer of heat to the thermal power plant PAGE // 10
Slide 12: Agenda
Agenda 01 Who Are We ? For personal use only 02 What is a Thermal Battery? 03 How does a Sunlands TES Graphite Cell work? 04 Use cases 05 Commercialisation runway 06 Appendices
Slide 13: 3. How Does the Cell Work? The Charging / Discharging Cycle
3. How Does a Sunlands TES Graphite Cell work? The Charging / Discharging Cycle For personal use only Charging Discharging PAGE // 12
Slide 14: 3. Retrofitting Optionality – Coal Plant
3. How Does a Sunlands TES Graphite Cell work? Retrofitting Optionality – Coal Plant For personal use only PAGE // 13
Slide 15: 3. Retrofitting Optionality – Gas Plant
3. How Does a Sunlands TES Graphite Cell work? Retrofitting Optionality – Gas Plant For personal use only PAGE // 14
Slide 16: 3. Greenfields Installation
3. How Does a Sunlands TES Graphite Cell work? Greenfields Installation For personal use only PAGE // 15
Slide 17: Agenda
Agenda 01 Who Are We ? For personal use only 02 What is a Thermal Battery? 03 How does a Sunlands TES Graphite Cell work? 04 Use cases 05 Commercialisation runway 06 Appendices
Slide 18: 4. Use Case – Retrofit coal power plant: 500MW
4. Use Case – Retrofit coal power plant: 500MW TESGraphite Cells can be deployed in stages and operate effectively as the transition solution to zero CO2 emissions. 100% Coal 50% Coal 0% Coal BEFORE Installation of TES Graphite Cell In Transition 250MW TESGraphite Cell AFTER Installation of 500MW TE
Slide 19: 4. Use Case: AI Data Centre 100MW
4. Use Case: AI Data Centre 100MW THE PROBLEM • A 100MW data centre (US$1billion) demands a significant and reliable power supply on a 24/7 basis For personal use only • GPU-intensive workloads (NVIDIA chips) built for parallel processing in AI training consume 10x more power than conventional serve
Slide 20: Agenda
Agenda 01 Who Are We ? For personal use only 02 What is a Thermal Battery? 03 How does a Sunlands TES Graphite Cell work? 04 Use cases 05 Commercialisation runway 06 Appendices
Slide 21: 5. Commercialisation runway
5. Commercialisation runway PILOT PLANT DEMONSTRATION PLANT DEPLOYMENT • We have built a pilot plant and conducted detailed materials testing and thermal dynamics testing • We are building a 5MWh Small Scale Plant in Australia (250kW @ 20 hours per day) For personal use only • In discussion with Sin
Slide 22: Appendices
Appendices For personal use only I. Market Overview – Retrofit II. Peer Comparison – LDES III. 50+ Years Graphite Supply IV. Speaker Biography & Contact Details
Slide 23: Appendix I: LDES market potential demand for flake graphite is massive
Appendix I: LDES market potential demand for flake graphite is massive Demand for retrofitting coal-fired power plants • Eight EU countries plan to phase out coal by 2030 • Australia has approximately 10GWgeneration capacity of • Each of these markets represent an even larger opportunity coal-fired
Slide 24: Appendix II: Peer Comparison
Appendix II: Peer Comparison For personal use only PAGE // 23
Slide 25: Appendix III: Dedicated Supply of Graphite for 50+ years
Appendix III: Dedicated Supply of Graphite for > 50 years 560 000 565000 • Miners, including Rio Tinto drilled the Eyre Peninsula 6150000 6150000 ML5561 ML5562 from 1920’s – 1980’s For personal use only RL66 RL67 ULEY EL6224 HOMESTEAD • Recent electromagnetic surveys by QGL have been 6145000 6145000
Slide 26: Appendix IV: Speaker Biography & Contact Details
Appendix IV: Speaker Biography & Contact Details • Michael Wyer has over a decade of board-level experience with listed companies and more than 30 years experience in global banking, global commodities, heavy industry, mining & trading industries. For personal use only • Current Positions Include: o
Slide 27: Disclaimer
Disclaimer This presentation includes certain statements that may be deemed forward-looking statements. All statements in these presentation materials (other than statements of historical facts) which address future production, reserve potential, exploration activities and events or developments tha
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