Ecograf Ltd. · ASX:EGR
Ecograf — New World Metals Conference 2019
22 slides from Ecograf's conference presentation, Dec 12, 2019
Slide 1: New World Metals Conference
For personal use only ASX: EGR FSE: FMK New World Metals Conference Perth 12 December 2019 BUILDING A SUSTAINABLE MATERIAL SUPPLY FOR THE EV BATTERY MARKET
Slide 2: Disclaimer
Disclaimer For personal use only Securities Disclaimer This presentation is for informational purposes only and does not constitute an offer to sell, or solicit to purchase, any securities. Such offer can be made only through proper subscription documentation and only to investors meeting strict sui
Slide 3: Vertically integrated businesses for manufacture of battery graphite
Vertically integrated businesses for manufacture of battery graphite For personal use only for the lithium-ion market Manufacturing of battery (spherical) Scalable mining projects for graphite for lithium-ion batteries long term supply of graphite products Scalable mining projects for Australia / As
Slide 4: 2019 highlights
2019 highlights For personal use only • Delivered GR Engineering studies for planned purification facilities in Asia and Western Milestone year with the first EcoGraf Australia. development advancing towards a • Selected and declared Kwinana as preferred site for first facility ‘Final Investment Dec
Slide 5: Battery market opportunity: electric vehicles
Battery market opportunity: electric vehicles Global expansion of electric vehicle For personal use only markets reliant on battery graphite Battery raw material composition 27kg Natural (Spherical) Graphite per EV 54kg of natural graphite feedstock is required to 54kg manufacture 27kg of natural (s
Slide 6: Battery graphite demand
Battery graphite demand For personal use only Battery (GWh) 2,000 1,800 1,600 1,400 1,200 200 GWh = 4 million 1,000 EV’s = 100,000t Natural (Spherical Graphite) 800 Tokyo Olympics (expect Japanese EV’s to 600 be showcased) 400 200 0 2015 2020 2025 2030 Source: Bloomberg New Energy 6 6
Slide 7: Major investment underway in battery manufacturing for EV's
Major investment underway in battery manufacturing for EV’s For personal use only Mo i Rana, 2023 Salzgitter, 2024 16GWh, later 24GWh Ramp up to 32 GWh ❑ Over 300 GWh/a Li-Ion Battery Cell Skelleftea, 2021 Erfurt, 2022 8GWh, later 32GWh Production Capacity 14GWh, later 100GWh Announced in Europe Bit
Slide 8: Latest market news
Latest market news Investment continues in Europe to transition towards renewable energy for vehicle For personal use only and industrial applications, supporting the shift to new raw material supplies, Toyota increases EV production and Germany Gov’t announced that it Volkswagen invests €900m to wo
Slide 9: Eco-friendly and cost competitive alternative to existing supply
Eco-friendly and cost competitive alternative to existing supply For personal use only • All battery graphite is presently produced in China using hydrofluoric (HF) acid to achieve 99.95%C with China’s top graphite producing provinces Source: Industrial Minerals Hubei and Shandong the largest produc
Slide 10: Battery graphite business summary
Battery graphite business summary MANUFACTURE OF BATTERY GRAPHITE – WESTERN AUSTRALIA For personal use only Production of spherical graphite in Western Australia using a new eco-friendly process Business Description Initially supplying existing Asia markets, thereafter expanding to meet new European
Slide 11: Manufacturing process
Manufacturing process For personal use only Process flowsheet and Agreements in place to secure feedstock planned scale-up de-risked Off the shelf equipment through process in use in China optimisation, engineering, off International patent the shelf equipment, pending for chemical ✓ Eco-friendly ex
Slide 12: Development history
Development history • Test work performed in Australia and Germany conducting >100 trials using a For personal use only systematic, scientific method to optimise the purification process with R&D support Over 3 years of intensive test from the Australian Government work and process design to • Evalu
Slide 13: Product qualification
Product qualification For personal use only Over 80 graphite product samples, including various grades of spherical graphite, tested successfully by battery anode manufacturers in South Korea and Japan Product Spec (SpG15) ✓ Battery graphite samples (SpG14.5, 15 and 20) tested Carbon Content >99.95%
Slide 14: Spherical graphite price growth
Spherical graphite price growth For personal use only 2018 Chinese demand increased 40% and Rest of World demand to exceed 100,000 tonnes by 2020 Latest news • Prices increased 20% during 2018 • Benchmark Minerals reports battery graphite exports from China rose 16% from January-July 2019, with batt
Slide 15: Kwinana, Western Australia
Kwinana, Western Australia KWINANA For personal use only INDUSTRY AREA PERTH Federal and State Government support for new technology & value added manufacturing • Lead Agency role by WA Government Department of Jobs, Tourism, Science and Innovation • 6.7ha industrial site within Kwinana Industrial A
Slide 16: Kwinana Development
Kwinana Development Major investment in Europe requiring ethical raw material underway For personal use only PLAY MOVIE
Slide 17: Kwinana plant location
Kwinana plant location For personal use only Ideally situated for transport of product to and from Fremantle Container Terminal and direct access to reagent suppliers, infrastructure services and highly skilled labour 17 17
Slide 18: Development Timetable
Development Timetable For personal use only Expansion to 20,000tpa commences 6 months after initial production 18 18
Slide 19: Position in Battery Supply Chain
Position in Battery Supply Chain For personal use only Raw Materials Anode Battery Materials Battery Manufacture OEM - Electric Vehicles (High quality (Coated Spherical Illustration of Purified Spherical Graphite) Graphite SPG) major market participants in the lithium-ion battery supply chain 19 19
Slide 20: Flake graphite business summary
Flake graphite business summary For personal use only EPANKO GRAPHITE PROJECT Description Natural flake graphite project Location Epanko Valley, Mahenge, Ulanga District, Morogoro Region, Southern Tanzania Bankable Feasibility Study completed June 2017 Status – ready to construct Independent Enginee
Slide 21: Summary and next steps
Summary and next steps For personal use only BATTERY GRAPHITE FACILITY EPANKO GRAPHITE PROJECT Spherical Graphite (SPG) Natural Flake (F) Fines (UN) Unpurified (P) Purified Graphite (NfG) KWINANA ASIA TANZANIA Production 20ktpa 20ktpa Production 60ktpa NPV10 EBITDA US$141m US$35m US$194m US$42m + NP
Slide 22: The future is electric.
For personal use only The future is electric. Head Office Level 1, 18 Richardson Street West Perth, Western Australia 6005 T: +61 8 6424 9000 www.ecograf.com.au