Richmond Vanadium Technology Pty Ltd. · ASX:RVT
Richmond Vanadium Technology Pty — Investor Presentation (February 2026)
11 slides from Richmond Vanadium Technology Pty's investor presentation, February 2026
Slide 1: Powering the Future – Corporate Presentation February 2026
POWERING THE FUTURE ASX : Presentation| Corporate RVT 2026 | ASX:RVT CORP ORATE PRESENTATION February 2026
Slide 2: Data Centres, Sovereignty & the Vanadium Moment
DATA CENTRES, SOVEREIGNTY & THE VANADIUM MOMENT Why Long-Duration Storage Demand Will Reshape Australia’s Critical Minerals Supply Chain GLOBAL DATA CENTRE ELECTRICITY DEMAND THE REAL DRIVER: AI + DATA CENTRES EXPECTED TO MORE THAN DOUBLE BY 2030 • Australia is entering a structural power demand shi
Slide 3: Why This Matters to Australia's GDP
WHY THIS MATTERS TO AUSTRALIA’S GDP.. Digital infrastructure is becoming core economic infrastructure. DATA CENTRES UNDERPIN: HYPERSCALE OPERATORS CHOOSE JURISDICTIONS BASED ON: • Banking • Mining automation • Defence • Energy reliability OECD & Australian Productivity Commission • AI services • Cos
Slide 4: The Grid Problem
THE GRID PROBLEM Renewables Without Duration Don’t Work WIND AND SOLAR SCALE FAST. RELIABILITY DOES NOT. WHAT WINS IN 8+ HOUR SYSTEMS? • Solar overbuild creates midday oversupply. Attribute Lithium Vanadium Flow • Evening demand peaks remain. Duration sweet spot 2–4 hrs 6–12+ hrs • 2–4 hour lithium
Slide 5: The Structural Demand Shift
THE STRUCTURAL DEMAND SHIFT Why Raw Material is the Key. Global data centre electricity demand set to more than double by 2030 (IEA) AI workloads significantly increase energy intensity Australia positioning as Asia-Pacific digital hub . Jamie Guthrie, an energy partner at law firm Gilbert + Tobin,
Slide 6: The Trigger – 1 GWh Changes Everything
THE TRIGGER – 1 GWh CHANGES EVERYTHING Why Raw Material is the Key. INDUSTRIAL SCALE DEMAND Data centres One gigawatt AI facility drive long- running continuously — requires eight Right now Australia is: duration gigawatt hours of storage to firm just • Talking about AI storage. eight hours. • Talki
Slide 7: The Trigger – 1 GWh Changes Everything
THE TRIGGER – 1 GWh CHANGES EVERYTHING Why Raw Material is the Key. INDUSTRIAL SCALE DEMAND SUPPLY CHAIN • 1 GWh VFB requires ~8,000 tonnes V₂O₅ • Electrolyte production economics improve equivalent. dramatically with local V₂O₅ supply. • 100MWh+ minimum for economic deployment. • 1 GWh electrolyte
Slide 8: Now or Never.. AI Compute Could Be the Next Iron Ore
NOW OR NEVER.. AI Compute Could Be the Next Iron Ore AI Factories = Export Industry? Right now Australia is: Without mining lease: • Talking about AI No electrolyte. Talking about energy transition No sovereign supply. No scalable LDES. Talking about superpower status No industrial certainty for dat
Slide 9: Consortium
Grid-connected LDES storage solution/PCS/BMS Marlinyu Ghoorlie Opportunity Consortium RVT / RKP RVT / RKP Consortium Power supply via grid-connected asset Establish fully funded Vanadium lease Battery supply and renewable generation Special Purpose agreements that will National Electricity Vehicle (
Slide 10: RVT Timeline: Critical Path 2025 to 2027
RV T TIME LINE : CRITICAL PATH 2025 TO 202 7 QUARTER Sept 25 Dec 25 Mar 26 Jun 26 Sep 26 Dec 26 Mar 27 Jun 27 E N G I N E E RI N G E N G A G E M E N T E N G I N E E RI N G S T U D IE S T E CH N IC A L S T U D IE S R E P OR TI N G S U B M I S S IO N O F RE V IS E D P D E IS T O O C G ( O CG ) A S S E
Slide 11: Brendon Grylls, Monique Stevens, Joanne Bergamin
Brendon Grylls Executive Chair Monique Stevens Company Secretary Joanne Bergamin Communications and Stakeholder Engagement E: info@richmondvanadium.com.au www.richmondvanadium.com.au Richmond Vanadium Technology This presentation has been authorised for release by the @richvanadium Board of Richmond
Richmond Vanadium Technology — Investor Presentation (February 2026) on 6ix