Altech Batteries Limited · ASX:ATC
Altech Batteries — Investor Presentation (September 2022)
35 slides from Altech Batteries's investor presentation, Sep 20, 2022
Slide 1: Grid Battery of the Future
For personal use only Altech Group Grid Battery of the Future Iggy Tan Managing Director
Slide 2: Lithium-ion battery components and flammable materials
For personal use only Flammable - Separator + Graphite Lithium Copper Lithium-ion Cathode Battery Anode Cobalt Liquid electrolyte Flammable Altech Chemicals Limited ASX : “ATC” FRA : “A3Y”
Slide 3: Safety issues are a concern
For personal use only • Safety issues are a concern • Thermal runaway, fire, explosion • Over heating, physical damage, over charging Challenges • Flammable organic electrolyte and separator with LIB • Self generates oxygen at the cathode • Nearly impossible to put out Fire Explosion Altech Chemical
Slide 4: Narrow temperature range of lithium-ion
For personal use only • Temperature range +15oC to +35oC • Narrow operating range • Liquid electrolyte viscous – slows lithium Challenges with reactions LIB • @ 0oC capacity reduced to 70% cold/desert • Unsuitable in cold and desert climates climates Altech Chemicals Limited ASX : “ATC” FRA : “A3Y”
Slide 5: Lithium-ion battery lifespan
For personal use only • Li-ion degrades with each charge/discharge • Detrimental side reactions, dendrites, anode, cathode • Most EV guarantee 8 years of battery life (70%) Challenges • Degrade faster outside operating temps with LIB • Grid storage lifespan 7-10 years expected1 • Long term storage c
Slide 6: Lithium prices
For personal use only Challenges with LIB Lithium Prices Altech Chemicals Limited ASX : “ATC” FRA : “A3Y”
Slide 7: Ethical cobalt supply
For personal use only • Ethical mining issues • Demand is expected to surge to 220,000 mt by 2025 • 63% increase since 2017 • Precarious supply chain – 70% from DRC Challenges with LIB Ethical Cobalt Supply Altech Chemicals Limited ASX : “ATC” FRA : “A3Y”
Slide 8: Graphite supply
For personal use only • 2019 China produced 90% LIB anode material • Political supply chain risk • Environmental & social governance Challenges with LIB Graphite Supply Altech Chemicals Limited ASX : “ATC” FRA : “A3Y”
Slide 9: Looming copper crunch
For personal use only Challenges • Copper is a high priced metal with LIB • EV vehicle requires 2.5 times more copper ICE Looming Copper • There simply aren’t enough copper mines being built Crunch • Not enough copper needed for 27 million EVs Altech Chemicals Limited ASX : “ATC” FRA : “A3Y”
Slide 10: Is such a battery even possible?
For personal use only Lithium Free? Fire Proof ? Cobalt Free? Large Temp Range ? & Graphite Free? Challenges > 15 years life ? with LIB Copper Free? Is such a battery even possible ? Altech Chemicals Limited ASX : “ATC” FRA : “A3Y”
Slide 11: Introducing SAS Batteries
Introducing For personal use only SAS Batteries
Slide 12: For personal use only
For personal use only Altech Chemicals Limited ASX : “ATC” FRA : “A3Y”
Slide 13: Fire proof
For personal use only • Does not contain flammable organic electrolyte • Does not contain plastic separator • Replaced with ceramic tube (solid state) • Thermal runaway not in the chemistry SAS Batteries • Does not generate oxygen (cathode) Fire Explosion • Safe in flooding and sensitive environment
Slide 14: Large temperature range
For personal use only • Temperature range -20oC to +60oC • Large operating range • No liquid electrolyte – solid ceramic electrolyte • Operates around 300 oC internally SAS Batteries • Fully insulated – touch on outside Cold Desert • Ideal in cold and desert climates Climates Large Temp Range Altech
Slide 15: Ultra long battery lifespan
For personal use only • No sodium degradation with each charge • Solid electrolyte, no side reactions • 4,500 cycles and over fifteen years life • Extended shelf life SAS Batteries Ultra long > 15 years life battery lifespan Altech Chemicals Limited ASX : “ATC” FRA : “A3Y”
Slide 16: State of health versus cycle count
For personal use only 110% Estimated State of Health (%) SAS 100% LFP 1 LFP 2 90% LFP 3 SAS Batteries NMC 1 Ultra long 80% battery lifespan 0 200 400 600 800 1000 1200 Cycle Count Altech Chemicals Limited ASX : “ATC” FRA : “A3Y”
Slide 17: Lithium free
For personal use only • Sodium is next reactive to lithium SAS Batteries • Common salt is cheap and available uses common • Not exposed to rising lithium prices salt (sodium) Lithium Free Altech Chemicals Limited ASX : “ATC” FRA : “A3Y”
Slide 18: Cobalt free
For personal use only • No cobalt is used in the SAS battery • Cathode is sodium chloride and nickel • In sodium aluminum chloride medium • Different chemistry SAS Batteries • No exposure to cobalt supply chain issues Cobalt Free Cobalt Free Altech Chemicals Limited ASX : “ATC” FRA : “A3Y”
Slide 19: Graphite free, copper free
For personal use only • No graphite or copper in SAS battery • Self forming anode at (-) terminal of sodium when charging • Sodium anode dissolves on discharge SAS Batteries • Not exposed to graphite and copper supply chain No graphite issues copper anodes Graphite Free Copper Free Altech Chemicals
Slide 20: SAS Batteries Ideal for Grid Storage Market
For personal use only SAS Batteries Ideal for Grid Storage Market
Slide 21: Energy and power comparison
For personal use only Flow rate of water SASS Energy % Power Comparisons Amount of water Altech Chemicals Limited ASX : “ATC” FRA : “A3Y”
Slide 22: Grid storage of the future
For personal use only • SAS batteries equivalent to LFP lithium-ion batteries • Volume and weight less critical • Grid, back up, peak shaving, renewable integration Grid storage of • Grid storage growing at 28% CAGR the future • US$ 4.4b in 2021 to grow to US$15b in 2025 • 20 GW in 2020 expected to
Slide 23: How Does The SAS Battery Work?
For personal use only How Does The SAS Battery Works?
Slide 24: IKTS at Fraunhofer
IKTS @ Fraunhofer mes!) feuosied 105
Slide 25: Ready to Commercialise
For personal use only Ready to Comercialise
Slide 26: Ready to Commercialise
For personal use only Ready to Comercialise
Slide 27: Ready to Commercialise
For personal use only Ready to Comercialise
Slide 28: Well advanced and ready to commercialise
For personal use only • IKTS spent EUR 35 m on R&D over 8 years • Operating pilot plant EUR 25 m in Hermsdolf, Germany • Produced operating battery modules • Successful and ready to commercialize Well advanced • Partner with land, funding, entrepreneurship, project & ready to builders commercialize
Slide 29: MWh Project, Saxony
For personal use only 100 MWh Project, Saxony
Slide 30: For personal use only
For personal use only
Slide 31: MWh Project, Saxony
For personal use only 100 MWh Project, Saxony
Slide 32: Altech majority shareholder of joint venture
For personal use only • Altech Group (AEH) major 75% shareholder of JV • 100 MWh project in Saxony, Germany • 10,000 modules @ 10 KWh per module Altech Majority Brand KWh Chemistry EUR KWh Supplier 1 26 NMC 893 75% of Joint Supplier 2 10.4 LFP 1,026 Venture Supplier 3 10.5 LFP 1,198 Competitive pric
Slide 33: Our vision is to expand into a Gigawatt Factory
For personal use only Our vision is to expand into a Gigawatt Factory Altech Chemicals Limited ASX : “ATC” FRA : “A3Y”
Slide 34: Silumina Anode Project – Operating in Tandem
Silumina Anode Project – Operating in Tandem For personal use only Altech Chemicals Limited ASX : “ATC” FRA : “A3Y”
Slide 35: Forward Looking Statements
Forward Looking Statements For personal use only Forward-looking Statements This announcement contains forward-looking statements which are identified by words such as ‘anticipates’, ‘forecasts’, ‘may’, ‘will’, ‘could’, ‘believes’, ‘estimates’, ‘targets’, ‘expects’, ‘plan’ or ‘intends’ and other sim
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