Renascor Resources Ltd · ASX:RNU
Renascor Resources — Resource Connect Asia - Tribeca Future Facing Commodities Conference (April 2025)
32 slides from Renascor Resources's conference presentation, Apr 2, 2025
Slide 1: Australian Graphite for the EV Sector
Australian Graphite for the EV Sector Investor Presentation | 2 April 2025 David Christensen, Managing Director Presentation to Resource Connect Asia Tribeca Future Facing Commodities Conference
Slide 2: Cautionary Statement and Disclaimer
Cautionary Statement and Disclaimer Renascor Resources Limited ABN 90 135 531 341 Forward-looking Statements This Presentation may include statements that could be deemed "forward-looking" statements. Although Renascor Resources Limited (the "Company") believes the expectations expressed in such for
Slide 3: Investment Proposition
Investment Proposition 100% Australian made graphite for Li-ion sector • Li-ion batteries are becoming more efficient, driving growth in EV’s and energy storage that Leveraged to will outlast political and commodity cycles. lithium-ion growth • Graphite is the only economically viable anode material
Slide 4: Market Update
Market Update Powering,Cléan-Energy °®
Slide 5: EV / Lithium-Ion: Megatrend
EV / Lithium-Ion: Megatrend Lithium-ion batteries are becoming more efficient, driving growth that will outlast political and commodity cycles EV Sales Global Weighted Average Cell Price Battery Demand Renascor Resources Ltd | ASX: RNU Li-ion batteries fell to their lowest price ever in Oct 2024 Sou
Slide 6: EV / Lithium-Ion: Current Trends
EV / Lithium-Ion: Current Trends The global EV market grew in 2024, with growth uneven by region and impacted by growing Chinese domination 2024 Trends EV Sales Growth by Region (2024) Inflation: decrease in consumer buying power, with major impact in Western markets. Geo-politics: uncertainty inhib
Slide 7: China Dominates the Graphite Anode Supply Chain
China Dominates the Graphite Anode Supply Chain The Western EV market is becoming increasingly dependent on China for anodes and PSG, underscoring the need for new ex-China sources Projected EU / US EV Sales 2025 Supply Source EU US 2.07M 3.5M Renascor Resources Ltd | ASX: RNU Source: IEA (2024), Fa
Slide 8: Natural vs Synthetic Anode
Natural vs Synthetic Anode Chinese over-investment in synthetic capacity has contributed to recent low natural graphite prices, but low-priced synthetic anode is not sustainable and not replicable outside of China China has significantly over invested in synthetic anode Anode Chemistry: 2024 to 2034
Slide 9: Graphite Market
Graphite Market Short-term challenges and medium / long-term upside Near-term: challenges RNU & ASX Graphite1 vs -194 Graphite2 • Surplus Chinese capacity. • Intense competition in China driving low prices. • Geo-political uncertainty from US following Trump win. Medium / long-term: opportunity • St
Slide 10: Impact of Geo-Politics on Graphite and Anode Sectors
Impact of Geo-Politics on Graphite and Anode Sectors Without policy to support ex-China graphite and anode supply chains, Western EV and lithium-ion battery makers risk total dependence on China • 100% tariff on Chinese made EVs & 25% tariff on Chinese Graphite from 2026. • Trump expected to strengt
Slide 11: Existing Tier One Anode Suppliers are Already Expanding Ex-China
Existing Tier One Anode Suppliers are Already Expanding Ex-China Asia remains the focal point for ex-China growth, with existing qualified anode suppliers leveraging off existing Anode Capacity (tpa) production capacity to expand ex-China supply chains Supply of anodes to ex-China market is dominate
Slide 12: Renascor's Battery Anode Material Project
Renascor’s Battery Anode Material Project
Slide 13: Secure Graphite Supply From Australia
Secure Graphite Supply From Australia Renascor’s Battery Anode Material project combines an upstream graphite mine and processing operation with a downstream manufacturing facility to produce Purified Spherical Graphite for the lithium-ion battery anode sector Renascor Resources Ltd | ASX: RNU 13
Slide 14: Siviour is Amongst the World's Largest Graphite Deposits
Siviour is Amongst the World’s Largest Graphite Deposits Renascor’s Siviour Graphite Deposit is the second largest Proven Reserve of graphite globally and the world’s largest reported graphite Reserve outside of Africa Global Graphite Proven Reserves1 Mineral Resource Estimate (September 2023)2 Cate
Slide 15: Siviour is Amongst the World's Most Competitive Graphite Projects
Siviour is Amongst the World’s Most Competitive Graphite Projects Renascor’s upstream mining operation is one of the most capital efficient and competitive ex-China graphite developments Flake Graphite Ex China Graphite Developments Compared Cost Curve: 2030 (size (Incentive adjusted Price, C3 cost&
Slide 16: Siviour is Development Ready
Siviour is Development Ready The Siviour mining project has cleared major development milestones • All major regulatory approvals in place. • Indigenous Land use Agreement with Barngarla. • Definitive Feasibility Study complete. • Acquired freehold land. • Strong cash position of $108m (31 Dec 24).
Slide 17: Why Renascor is more than Siviour
Why Renascor is more than Siviour PSG transforms Renascor into a vertically integrated battery materials company Market Access • Production of PSG gives Renascor direct access to anode manufacturers; a high-quality, bankable customer base. • Existing anode makers are proven, qualified and expanding
Slide 18: Renascor's PSG Comparative Advantage
Renascor’s PSG Comparative Advantage Vertical integration and advanced engineering underpin Renascor’s low-cost PSG Challenge Renascor Comparative Advantage Graphite concentrate is a significant input cost in Renascor leverages off globally competitive Feedstock PSG production and subjects PSG suppl
Slide 19: Renascor's HF-Free Purification Technology
Renascor’s HF-Free Purification Technology Renascor has progressively tested and engineered a lower-cost, more efficient purification technology for ex-China production of PSG Avoids high costs for transporting, handling and disposing of hydrofluoric acid. Recycles reagents and treats process water.
Slide 20: Competitive Early Contractor Involvement
Competitive Early Contractor Involvement Renascor has progressed early contractor involvement (ECI) to deliver an EPC The ECI process contract for upstream mineral processing plant and non-process infrastructure underscores Siviour’s ECI project works are maturing the global competitiveness engineer
Slide 21: Long-Lead Procurement and Site Activities
Long-Lead Procurement and Site Activities Following completion of DFS, Renascor has accelerated development Early procurement activities to de-risk and shorten the construction phase activities, including • Upgrades to SA Power substation and upgrading the overhead power network to permit electricit
Slide 22: The PSG Demonstration Facility
The demonstration PSG Demonstration Facility Australian critical minerals grant to co-fund plant is intended to Purified Spherical Graphite demonstration facility unlock a further $5 million grant under the Australian competitive Government’s International Partnerships in Critical Minerals Program.
Slide 23: Downstream Regulatory Approvals
Downstream Regulatory Approvals Renascor has entered the final development assessment Renascor is nearing stages for for its planned commercial-scale PSG facility the completion of a Renascor seeking approval for proposed multi-year approval PSG facility at 20ha site in Bolivar, South Australia secu
Slide 24: Offtake and Financing
Offtake and Financing Renascor’s offtake Renascor is seeking to convert its conditional offtakes into binding agreements to access $185 million conditional loan facility from and finance strategy Australian Government’s $4 billion Critical Minerals Facility is underpinned by its Renascor has non-bin
Slide 25: Renascor Resources: Multiple Near-Term Value Drivers
Renascor Resources: Multiple Near-Term Value Drivers Complete Regulatory Commissioning Finalise Secure Final Early approval of of PSG Binding financing / Investment Contractor commercial- Demonstration Offtake strategic Decision Involvement scale PSG Facility partnering process facility in arrangeme
Slide 26: Our goal is to become one of the largest global suppliers of PSG
Our goal is to become one of, if not the largest, global suppliers of PSG to the lithium-ion battery sector
Slide 27: Appendices
Appendices Powering,Cléan-Energy ®
Slide 28: Renascor Corporate Overview
Renascor Corporate Overview Share Price Chart (ASX code: RNU) Shares on issue 2,542M 0.14 70 Share price (31 March 2025) A$0.046/sh Volume Closing Price Market Cap (at A$0.046/sh) A$116.9M 0.12 60 Share Price (A$/share) Cash (31 December 2024) A$108.2M 0.10 50 Volume (mm) Debt (31 December 2024) Nil
Slide 29: Battery Anode Material Study Results
Battery Anode Material Study Results Low graphite concentrate feedstock costs drives Renascor’s low The study results PSG production costs, high margins and strong cash generation. confirm Renascor’s BAM Project as a Snapshot of the Siviour BAM Project low-cost, high value supplier of 100% Australia
Slide 30: Renascor's Strategy
Renascor’s Strategy We aim to become a global leader in the supply of sustainable, 100% Australian-made battery anode material Stage 3 Stage 2 Stage 1 Full Renascor Potential • Expand Graphite Concentrate and Purified Spherical Graphite PSG Operation production Mining Operations • Initiate productio
Slide 31: Proven Reserves Peer Comparison Data
Proven Reserves Peer Comparison Data Renascor Resources Ltd | ASX: RNU * Denotes the name of the study at the time of the release. The Molo and Lindi Jumbo projects are now in the operations phase, with all other projects being in pre-production phases. 31
Slide 32: Renascor Resources Limited
Renascor Resources Limited Level 5, 149 Flinders Street Adelaide, South Australia 5000 Phone: + 61 8 8363 6989 Email: info@renascor.com.au Website: www.renascor.com.au ASX Code: RNU Proud members of: Renascor Resources Ltd | ASX: RNU 32