Tamino Minerals Inc. · OTC:TINO
Tamino Minerals — Investor Presentation (July 2026)
8 slides from Tamino Minerals's investor presentation, July 2026
Slide 1: Critical Minerals
THE ENERGY TRANSITION BET Critical Minerals Lithium, copper, nickel, cobalt, rare earths, graphite and the metals powering EVs, renewables, batteries, electronics and defense. TaminoMinerals.ca
Slide 2: What are critical minerals?
01 · THE BUILDING BLOCKS What are critical minerals? A cluster of metals and minerals that are hard to substitute and essential to modern, electrified industry — from the battery in an EV to the magnets in a wind turbine. Lithium Copper EV & grid batteries Electrification & wiring Nickel Cobalt High
Slide 3: Explosive demand growth
02 · DEMAND Explosive demand growth Clean-energy build-out could multiply mineral demand many times over by 2040. 40x 40x+ 25x 21x Potential lithium demand growth by 19x 2040 #1 7x 2x Lithium Graphite Cobalt Nickel Rare earths Copper Copper is the broadest electrification Illustrative demand multipl
Slide 4: Supply challenges & scarcity
03 · SUPPLY Supply challenges & scarcity Concentrated production Mining and especially processing are geographically narrow — China dominates refining for many minerals. Long lead times New mines can take 10–20 years from discovery to output, so supply reacts slowly to demand. Underinvestment Low pr
Slide 5: A national-security priority
04 · STRATEGY A national-security priority Governments increasingly treat critical minerals as strategic assets — central to defense, energy independence and economic competitiveness. Policy support Subsidies, tax credits & stockpiles Reshoring Rebuilding domestic mining & refining Alliances "Friend
Slide 6: The appeal — and the risks
05 · THE INVESTMENT CASE The appeal — and the risks WHY INVEST KEY RISKS • High price volatility and deep cycles • Secular growth in EVs, renewables & electronics • Policy shifts and shifting subsidies • Copper as a broad, lower-risk electrification play • Substitution & tech gains cutting intensity
Slide 7: Where they fit in a portfolio
06 · PORTFOLIO ROLE Where they fit in a portfolio Diversification Real-asset exposure Often zig when stocks and bonds zag — during inflation, debt Tangible hard assets, unlike purely paper investments. stress or geopolitical shocks. Structural tailwinds How to approach High debt, de-dollarization an
Slide 8: A long-term bet, not a sure thing
THE BOTTOM LINE A long-term bet, not a sure thing In 2026, elevated debt, rising energy needs and geopolitical uncertainty keep favoring strategic exposure to critical minerals. But these are volatile, cash-flow-light assets that need active monitoring — not "set and forget." Balanced, long-term rat