Slide 1: ASX Release: Corporate Presentation
ASX: EGR ASX Release / 16 October 2023 Corporate Presentation Diversified battery anode materials company EcoGraf Limited (EcoGraf or the Company) (ASX: EGR; FSE: FMK; OTCQX: ECGFF) is pleased to release a copy of its latest corporate presentation that is being provided to EcoGraf’s partners and pot
Slide 2: Closing the Loop with EcoGraf's HFfree Battery Anode Materials
For personal use only Closing the Loop with EcoGraf’s HFfree Battery ASX: EGR FSE: FMK OTCQX: ECGFF Anode Materials
Slide 3: Disclaimer
Disclaimer Securities Disclaimer Competent persons This presentation is for informational purposes only and does not constitute an offer to sell, or solicit to purchase, any Any information in this document that relates to Exploration Results, Mineral Resources or Ore Reserves is based on securities
Slide 4: Our business, supporting the global transition to clean energy
Our business, supporting the global transition to clean energy High Value Vertically Integrated For personal use only Battery Anode Material EXTRACT UPGRADE RECYCLE Duma TanzGraphite EcoGraf HFfreeTM Anode Natural Graphite Battery Anode Material Recycling High quality, long life High performance, Ec
Slide 5: East African logistics hub supporting BAM supply chain
East African logistics hub supporting BAM supply chain 2023 Global Legislation For personal use only IRA has pushed development of critical battery minerals under MSP and trade deals EU Green Deal to support new supply chains in EU Critical battery minerals is creating increased cooperation between
Slide 6: Our development history
Our development history MAR 38% increase in Epanko mineral resources PRODUCT TESTING For personal use only MAR Major Project Status Signing of Tanzanian AND ENDORSEMENT APR Framework Agreement COMMENCES Approved by Australian Government Completion of Epanko pre-development program JUL Epanko bankabl
Slide 7: Lithium-ion battery chemistry
Lithium-ion battery chemistry NMC 111 NMC 622 NMC 811 NCA LFP Lithium-ion battery For personal use only to drive strong demand for graphite Metal Composition % Mass 1.1kg required per kWh 15-25 wt. % Anode graphite in a LIB Graphite Graphite Graphite Graphite Graphite Up to +100 kg Graphite Lithium
Slide 8: Structural shortage looming: demand and supply
Structural shortage looming: demand and supply EV adoption rates are forecast to increase demand for lithium-ion batteries with BMI forecasting the market to grow at a CAGR of 23.9% Graphite: one of For personal use only over the next 10 years. the fastest New markets for EV driving forecast demand
Slide 9: EU Commission's battery ESG regulations
EU Commission’s battery ESG regulations EcoGraf’s sector leading ESG credentials are aligned to the new energy lending policies that support projects relating to the supply of critical raw materials For personal use only POLICY ECOGRAF’S ESG EcoGraf™ HFfree proprietary purification process Respons
Slide 10: Proprietary processing technology
Proprietary processing technology IP protection - International Examining Authority deems all 25 patent claims novel and inventive For personal use only Patent granted by US Patent and Trademark Office. Product made (outside of the US) by a patented process (patented in the US), would be an infr
Slide 11: High performance, low emission battery anode material
High performance, low emission battery anode material use only Superior Energy Storage Lowest CO2 footprint 364 362 capacity (mAh/g) 23.1 Kg CO2 eq. per kg CSPG 360 Synthetic Graphite Anode Material personal 358 356 Standard Natural 14.3 Kg CO2 eq. per kg CSPG Graphite Anode Material 354 352 5.0 – 1
Slide 12: Epanko natural flake graphite project
EXTRACT Epanko natural flake graphite project EPANKO • Development ready - project defined and de-risked, For personal use only commencing at 73,000tpa with potential to significantly expand production to meet market demand 1 Natural Graphite • Evaluation of multi-stage expansion of Epanko in progre
Slide 13: Duma TanzGraphite natural graphite project
Duma TanzGraphite natural graphite project Contained JORC Tonnage Grade classification (Mt) (%TGC) graphite (Mt) Epanko 38% Resource For personal use only increase supports future Epanko Mineral Resource estimate >5.5% TGC1 expansion to meet Ore Reserve Total (Meas, Ind, Inf) 128.2 7.4 9.5 of 11.7Mt
Slide 14: UPGRADE Downstream battery anode materials
UPGRADE Downstream battery anode materials Global expansion driven by EV demand and legislation to encourage new and more The new state-of-the-art For personal use only processing facilities will HFfreeTM Battery sustainable supply chains manufacture BAM for the Anode Material Increased requirement
Slide 15: Global expansion strategy to meet battery anode demand
Global expansion strategy to meet battery anode demand Positioning Assessing EcoGraf locations to co- For personal use only purification locate and EcoGraf anode recycling purification and capability anode in recycling Gigafactory 30 regional EV capability inand 25 developments 226 battery hubs regi
Slide 16: RECYCLE Full cycle active anode recovery
RECYCLE Full cycle active anode recovery ECOGRAF HFFREE™ PURIFICATION SUPPORTS CLOSED LOOP RECYCLING For personal use only EcoGraf Anode • Objective: Recover battery anode Material Recycling materials to provide customers lower battery costs and CO2 emissions: KEY ACTIVITIES 1 Production Anode Scrap
Slide 17: Priority material is production anode scrap
Priority material is production anode scrap Europe – initially For personal use only dominated by production Distribution of recyclable material (in GWh, kt) anode scrap 5 20 100 475 1,000 (~10 kt) (~70 kt) (~460 kt) (~2,650 kt) (~5,950 kt) • Between 2023 and 2030, 30% 20% 40% 90% 90% gigafactory sc
Slide 18: EcoGraf solution for anode scrap recycling
EcoGraf solution for anode scrap recycling PARTNERS PURIFICATION RAW MATERIALS Anode Electrode Scrap For personal use only Copper Product Sieving Natural Flake Delamination + pre-treatment Purification Graphite Graphite Product Graphite + Cu Foil Recycled Anode Natural Spheronised Binders Material G
Slide 19: Purification results for anode recycling
Purification results for anode recycling Positive results achieved for a range of product samples and customers under CA/NDA’s For personal use only Results support developing Carbon Grade after piloting plant for Production EcoGraf HFfree™ Anode Electrode Scrap Purification High Purity Li-ion Batte
Slide 20: Example of successful EcoGraf purification: anode scrap
Example of successful EcoGraf purification: anode scrap For personal use only ANODE SCRAP MATERIAL PROCESS 98.49% C 99.95% C 19
Slide 21: Recycled anode electrochemical performance & CO2 benefit
Recycled anode electrochemical performance & CO2 benefit Global Warming Potential HELMHOLTZ - INSTITUTE : EIT award winning German Kg CO2 eq. per kg CSPG For personal use only research program confirms RecoBAMTM matches the electrochemical performance of newly manufactured commercial battery graphit
Slide 22: Pilot plant required for anode product qualification
Pilot plant required for anode product qualification RECYCLING ANODE MATERIAL SUPPORTS THE CIRCULAR ECONOMY For personal use only CLOSED LOOP RECYCLING RE-USE Lithium-ion Battery PRODUCTION MARKET Lithium-ion Battery Manufacturing SCRAP Anode Recycling Plant Natural + Synthetic Applications Natural
Slide 23: Supported by long standing partnerships
Supported by long standing partnerships For personal use only Australian and German Government Support Memberships and Affiliations 22
Slide 24: Key advantages
Key advantages Integrated battery anode material business supporting the global transition to clean energy and e-mobility For personal use only Over 8 years of technical work Downstream processing strategy Anode recycling provides a unique programs and extensive product centered on producing p
Slide 25: The future is electric
For personal use only The future is electric ASX: EGR FSE: FMK OTCQX: ECGFF JOIN OUR MAILING LIST www.ecograf.com.au