Energy Transition Minerals Ltd. · ASX:ETM
Energy Transition Minerals — RRS Summer Series Investor Conferences 2026
24 slides from Energy Transition Minerals's conference presentation, Feb 10, 2026
Slide 1: Building a Diversified International Critical Minerals Platform
For personal use only ASX: ETM Building a Diversified International Critical Minerals Platform Kvanefjeld Rare Earths Project, Greenland Penouta Tin-Tantalum-Niobium Mine, Spain RRS Summer Series Investor Conferences | February 2026
Slide 2: Disclaimer and Cautionary Statements
Disclaimer and Cautionary Statements For personal use only Important Notice and Disclaimer: This presentation is dated 19 January 2026 and provides a high-level overview of Energy Transition Minerals Ltd ("ETM" or the "Company") and its activities as at the date of release. It contains summary infor
Slide 3: Disclaimer and Cautionary Statements (cont'd)
Disclaimer and Cautionary Statements (cont’d) For personal use only Not Financial Product Advice: This presentation has been prepared without taking into account the objectives, financial situation or needs of any individual investor. Investors should make their own independent enquiries, seek profe
Slide 4: ETM Investment Highlights
ETM Investment Highlights Building a diversified critical minerals platform focused on Tier-1 jurisdictions 1 2 3 For personal use only Exposure to critical metals Global development Kvanefjeld (REE) – globally geopolitical tailwinds platform relevant project Accelerating global momentum to Advanced
Slide 5: Globally Relevant Assets in Western Jurisdictions
Globally Relevant Assets in Western Jurisdictions Scarce, strategic assets with multiple pathways to value realisation For personal use only Lithium exploration, Spain Kvanefjeld REE Greenland Lithium exploration , Canada Penouta Sn-Ta 5 Spain 5
Slide 6: Corporate Snapshot
Corporate Snapshot Well capitalised, institutionally positioned ASX-listed critical minerals developer Corporate Structure Ownership Structure1 For personal use only Ticker ETM Share Price (6-Feb-26) A$0.11 14% Shares on Issue 2,174M 6% Market Capitalisation A$239.1M Pro-forma Cash (6-Feb-26) A$55.5
Slide 7: ETM Board
ETM Board Proven team with strong track record in complex jurisdictions, metals finance and value-creation Board of Directors For personal use only Simon Kidston Daniel Mamadou Sara Kelly Mark Saxon Aris Stamoulis Gan Lu Amy Jiang Non-Executive Chair Managing Director Executive Director Independent
Slide 8: High-Calibre Strategic Advisory Board
High-Calibre Strategic Advisory Board Recently strengthened with addition of highly regarded Danish appointments For personal use only Jeppe Kofod Friis Arne Petersen Former Danish Minister for Foreign AZairs (2019-2022) Former Danish Ambassador to the United States Extensive experience in foreign a
Slide 9: US Engagement Strategy Accelerated
US Engagement Strategy Accelerated For personal use only Ballard Partners • Appointed as Strategic Advisors in the US • Brings extensive expertise in assisting critical minerals companies navigate policy and regulatory matters in America and globally • Strengthens ETM’s US ties and enhances its posi
Slide 10: Kvanefjeld Project: A Highly Strategic Asset
Kvanefjeld Project: A Highly Strategic Asset Potential to become a globally significant rare-earth project For personal use only • Located in Southern Greenland – mild climate with year-round deep-water port access • Globally significant deposit of neodymium and praseodymium – key for the manufactur
Slide 11: Kvanefjeld – Strategic Location and Access
Kvanefjeld – Strategic Location and Access For personal use only Favourable location in southern Greenland Narsarsuaq international airport is 35km away, 4h 50m flight from Copenhagen Year-round direct shipping access via deep water fjords that lead directly to the North Atlantic Ocean Climatically
Slide 12: Why Kvanefjeld is Different…
Why Kvanefjeld is Different… Scale, advancement and mineralogy that peers struggle to replicate For personal use only Infrastructure advantages • Located <10km from ice-free deep-water fjord • Year-round direct shipping (no ice-roads required) • Access to hydropower and nearby Narsarsuaq Airport Fav
Slide 13: Why Rare Earths Matter Now
Why Rare Earths Matter Now Kvanefjeld is ideally positioned to help diversify global rare earths supply chains For personal use only Rare Earths Production Share1 ROW • Significant opportunity to diversify the 10-15% global supply chain for rare earths • Supply concentration now viewed as ROW strate
Slide 14: Scarcity of Development-Ready REE Assets
Scarcity of Development-Ready REE Assets Very few large-scale projects that can realistically deliver the required supply Study / Development Construction Commercial Production For personal use only Only two Western producers A$210m A$456m n phase y / PEA to productio frica) from scoping stud ers (e
Slide 15: Kvanefjeld – A Transformational Asset for Greenland…and the World
Kvanefjeld – A Transformational Asset for Greenland…and the World For personal use only Potential to create long-term economic value for Greenland through jobs, skills, infrastructure investment, and royalties On a larger scale, the Project would supply a significant share of global rare earth deman
Slide 16: Kvanefjeld Project: Legal and Regulatory Pathway
Kvanefjeld Project: Legal and Regulatory Pathway For personal use only Fundamental right to an Exploitation Licence • Under Greenland’s Minerals Act, an Exploration Licence automatically entitles the holder to an Exploitation Licence once all conditions are met • The Government cannot refuse an Expl
Slide 17: Penouta Tin-Tantalum-Niobium Project: One-of-a-kind in Europe
Penouta Tin-Tantalum-Niobium Project: One-of-a-kind in Europe For personal use only Europe’s only developed tin-tantalum-niobium mine • Penouta provides ETM with near-term production leverage and a strategic foothold in the European Union FRANCE • Existing mine and processing infrastructure Penouta
Slide 18: Penouta Overview
Penouta Overview Deep Value Acquisition of Penouta: Europe’s only Tin-Tantalum Mine For personal use only An operating European critical minerals asset • Location: Galicia, Spain • Commodities: Tin (Sn), Tantalum (Ta), Niobium (Nb) • Acquisition: ~€5.2M (~A$8.6M) from the administrator • Sunk capita
Slide 19: Why Penouta Matters to ETM
Why Penouta Matters to ETM Establishes European execution capability and platform optionality For personal use only Strengthens ETM’s Ethical and Secure Near-Term Established Efficient Logistics position to become a Tantalum Supply Revenue Potential Infrastructure and Market Access key future suppli
Slide 20: Key Takeaways – Why Invest in ETM
Key Takeaways – Why Invest in ETM Unmatched scale For personal use only Ownership of a highly strategic Tier-1 rare earths asset Scarcity Value One of the only advanced new REE development projects globally Multiple upcoming catalysts Strategic optionality on Kvanefjeld plus arbitration outcomes Por
Slide 21: For personal use only
For personal use only info@etransmin.com Tel: +61 8 9382 2322 Level 6, 111 Collins Street www.etransmin.com Melbourne VIC 3000 Australia Nuugaarmiunt 523B PO Box 156, Narsaq Greenland 3921 ASX: ETM ACN 118 463 004
Slide 22: Appendix
For personal use only Appendix
Slide 23: Kvanefjeld – Mineral Resources
Kvanefjeld – Mineral Resources Table of Mineral Resources – Rare Earth Elements, Uranium Oxide and Zinc For personal use only 1. There is greater coverage of assays for uranium than other elements owing to historical spectral assays. U2O8 has therefore been used to define the cutoff grades to maximi
Slide 24: Penouta – Resources
Penouta – Resources Foreign Mineral Resource calculated by SRK Consulting (UK) Ltd For personal use only Grade Metal Tonnes Category Ta2O5 Eq Sn Ta Ta2O5 Sn Ta (Mt) (ppm) (ppm) (ppm) (ppm) (kt) (kt) Measured 7.6 184 600 85 103 4.6 0.6 Indicated 68.6 145 426 72 88 29.2 4.9 Total M&I 76.3 149 443 73 8
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