Talga Group Ltd. · ASX:TLG
Talga — International Battery Seminar 2026
19 slides from Talga's conference presentation, Mar 25, 2026
Slide 1: From Dependence to Domestic: Relocating graphite anode production from China to the US
For personal use only From Dependence to Domestic: Relocating graphite anode production from China to the US Talga Group Ltd (ASX:TLG / OTCQX:TLGRF) International Battery Seminar Orlando, Florida 24 March 2026 © Talga Group Ltd, March 2026
Slide 2: Cautionary Statement and Disclaimer
Cautionary Statement and Disclaimer Talga Group Ltd ACN 138 405 419 (the Company) is the issuer of this presentation. Forward-looking statements This presentation contains forward-looking statements. Those forward-looking statements reflect views held only as at the date of this presentation. Any su
Slide 3: The Unseen Engine: Graphite's Role
The Unseen Engine: Graphite's Role Graphite remains largest volume active material of nearly all lithium-ion batteries For personal use only Graphite dominates commercial lithium-ion battery anodes, accounting for ~95% of market Silicon, hard carbons and Li-metal alternatives remain below 5% market
Slide 4: Supply chain worse than Rare Earths
“Supply chain worse Near total global anode production concentrated in China with some pre-cursor than Rare Earths” products finished in Japan and Korea. For personal use only US anode demand is satisfied by imports, with the value chain having developed slower than US battery production Geographic
Slide 5: How does China do it?
How does China do it? China's state-backed industrial policy has flooded the global graphite anode market - driving prices to multi-year lows and For personal use only suppressing investment in West. Dominance arises from: • State low to zero-cost debt financing for construction of new capacity • St
Slide 6: Talga "The New Natural"
Talga “The New Natural” • Super crystalline more energy For personal use only • Ultra-low ohmic resistance faster charge + power • One-step shape & coat process competitive cost • Superfine size homogenous • 100% owned technology FEOC-free • Full vertical integration Secure supply 8 um 6
Slide 7: Premium applications
Premium applications For personal use only Offtake customer Development Offtake customers Nyobolt customer V4Smart NDA Fast-charge High-power Defence AI data centres need fast response Hybrid EV, heavy-duty commercial High-performance batteries for energy to keep running amid and premium cars drones
Slide 8: 100% owned anode production platform
100% owned anode production platform For personal use only Anode Graphite Mine Anode Production Anode from Black Mass Global Expansions • Tier 1 graphite deposit • Battery ready anode • Technology to produce • Strategic opportunity to (Sweden) with 100% material production anode from waste expand gl
Slide 9: Tier-1 Source: Vittangi Graphite Project
Tier-1 Source Secure location Sweden (NATO member) Key Differentiators Ultra-high grade Natural graphite deposit with 100% battery-size For personal use only flake, with reserve grade 24.1% graphite, suited for fast-charge batteries Ready • 27,000 tonnes mined ore available now • 24 year mine life f
Slide 10: Current anode production
Current anode production Operating expertise In-house battery and ISO accredited labs and QC/QA For personal use only Swedish built and operated anode qualification scale plant since 2022 Currently producing and shipping at record levels with over 20 customers in applications: • Fast charge: used by
Slide 11: Commercial Anode Refinery
Commercial Anode Refinery Ready to build, with modular design to suit multiple sites globally For personal use only Fully permitted and 19.5-24Ktpa Feed natural graphite construction ready in Production modules or black mass Sweden/coming to USA 11 See: ASX:TLG 1 July 2021, 17 July and 12 September
Slide 12: Fully Permitted, finalising offtakes & finance into FID 2026
Fully Permitted, finalising offtakes & finance into FID 2026 Project Snapshot Agreements & partner/government engagements underway Raw Material Anode Production Customers End Users For personal use only Vittangi Mine Luleå Anode Plant Sweden Fully permitted, 100% battery anode size flake concentrate
Slide 13: 100% PFE/FEOC-Free "Defense Grade"
100% PFE/FEOC-Free “Defense Grade” “Talga Group, another one of our participants, is operating a fully permitted mine in northern Sweden with a production architecture that contains no Chinese equipment For personal use only and no Chinese processing technology. And represents one of the most concre
Slide 14: Corporate Snapshot
Corporate Snapshot ASX:TLG | OTCQX:TLGRF At 24 March 2026 unless otherwise stated Terry Stinson- Non-executive Chair Board & Management Over 35 years’ Executive and Non-Executive Director experience, working for global innovation companies. For personal use only Formerly the CEO & MD of Orbital Corp
Slide 15: Why Talga?
Why Talga? 100% owned technology PFE/FEOC-free Faster Charging – More Power For personal use only Unique low ohmic-resistance nature Strategic Stocks and Secure Supply Chain Advanced stage and 100% owned Reliable Partner and Strategic Fit Stable and high governance Cleaner, more sustainable Opportun
Slide 16: For personal use only
For personal use only Sweden United Kingdom Talga AB & Talga Battery Metals AB Talga Technologies Limited Södra Kungsgatan 5B Conqueror House 972 35 Luleå, Sweden Chivers Way t: +46 (0) 10-303 71 00 Histon, Cambridge, CB24 9ZR, England e: kontakt@talga.se t: +44 1223 420416 e: info.uk@talgagroup.com
Slide 17: JORC Graphite Reserve and Resources
JORC Graphite Reserve and Resources Ore Reserve 3, 5 Tonnes Graphite (% Cg) Nunasvaara (JORC 2012) 2,260,140 24.1 For personal use only Probable 2,260,140 24.1 Mineral Resources 1, 2, 4, 6, 7, 8 Tonnes Graphite (% Cg) Vittangi (JORC 2012) 35,020,000 23.8 Indicated 26,691,000 24.3 Inferred 8,329,000
Slide 18: JORC Exploration Target
JORC Exploration Target 2021 Exploration Target Vittangi Graphite Project For personal use only Vittangi (JORC 2012) Low High Tonnage Range 170Mt 200Mt Grade Range 20% Cg 30% Cg Note that the potential quantity and grade of the Exploration Target is conceptual in nature, there has been insufficient
Slide 19: Competent Person Statements
Competent Person Statements The Vittangi Mineral Resource estimate was first reported in the Company’s announcement dated 6 October 2023 titled ‘Talga boosts Swedish battery graphite’. The Company confirms that it is not aware of any new information or data that materially affects the information in