American Battery Technology Company · NASDAQ:ABAT
American Battery Technology — Investor Presentation (September 2023)
25 slides from American Battery Technology's investor presentation, September 2023
Slide 1: Investor Presentation Fall 2023
Investor Presentation Fall 2023
Slide 2: Forward-Looking Statement
Forward-Looking Statement This presentation contains "forward-looking statements" within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995. All statements, other than statements of historical fact, are "forward-looking statements." Although the Am
Slide 3: ABTC's Differentiation
ABTC’s Differentiation a unique value proposition integrating both primary and secondary battery materials leveraging new technologies within North America ABTC is facilitating the transition to a circular, low carbon energy economy One Strategy, The recycling site capitalizes on proven market-rea
Slide 4: Leading the Transition: One Strategy, Two Delivery Methods
Leading the Transition: One Strategy, Two Delivery Methods ABTC applies its expertise across three business activities to supply the market with domestic, low-cost, and low-environmental impact battery materials. Lithium-ion Waste as a resource combined with strategic de-manufacturing Battery Recycl
Slide 5: Key Strategic Market Factors
Key Strategic Market Factors Rapidly growing battery market with supply unable to keep up with demand Energy transition to an environmentally-friendly supply Dearth of U.S. sourced battery metals to qualify for IRA credit Current domestic supply of battery metals challenged due to security o
Slide 6: Market for Battery Metals: Large with Accelerating Growth
Market for Battery Metals: Large with Accelerating Growth Global demand for Lithium to surpass $150B by 2030. IRA has created multiple growth accelerants. Lithium-Ion Battery Pack Demand Lithium-Ion Battery Demand for Metals Million Metric Tons Demand (GWh) 20 40,000 16 30,000 12 20,000 8 10,000 4 0
Slide 7: Proliferation of Battery Manufacturing Projects in the U.S. and Canada without Surety of Supply
Proliferation of Battery Manufacturing Projects in the U.S. and Canada without Surety of Supply Existing and Announced Projects >1 GWh (“Gigafactories”) QC – 75 GWh ON – 145 GWh USA (unspecified) – 364+ GWh NY – 33 GWh [Statevolt] MI – 130+ GWh OH – 90 GWh CA – 10+ GWh KS – 30 GWh IN – 63 GWh NC – X
Slide 8: Battery Metals Prices 2015-2023
Battery Metals Prices 2015-2023 Lithium prices have increased significantly with continued strong demand Lithium Carbonate Cobalt Nickel Sources IEA analysis based on material price data by S&P (2023), 2022 Lithium- Copper Ion Battery Price Survey by BNEF (2022) and Battery Costs Drop as Manganese L
Slide 9: Electric Battery Value Chain
Electric Battery Value Chain The battery recycling market will be essential to combatting future supply shortages, with 2025 seen as the turning point when a large wave of EVs will begin to have defunct batteries with cell and cathode production waste making up the near-term feedstock. Cell Componen
Slide 10: Independent Challenges to North American Battery Supply Chain
3 Independent Challenges to North American Battery Supply Chain Security of Cost of Environmental Supply Supply Impact of Supply <1% $ Cost of battery minerals Many conventional recycling Of global battery materials has soared alongside and mining practices are produced by USA supply scarcity harmfu
Slide 11: The Solution: Circular and Domestic Battery Materials Supply Chain
The Solution: Circular and Domestic Battery Materials Supply Chain » A robust and cost-competitive battery recycling industry can make a meaningful impact on near- term domestic supply » However, recycling alone cannot meet growing demand, primary domestic supply of virgin battery metals needs to be
Slide 12: First-of-Kind, In-House Technology Validation and Investments: Four U.S. DOE Grant Awards
First-of-Kind, In-House Technology Validation and Investments: Four U.S. DOE Grant Awards Leveraging various government funding programs to advance sustainable battery technology, reduce dependence on imported critical materials, develop domestic refining capabilities, and create a circular battery
Slide 13: First-of-Kind Technology Validation and Commercialization: Primary Lithium Manufacturing
First-of-Kind, In-House Technology Validation and Commercialization: Primary Lithium Manufacturing In October 2022, ABTC was selected for award by DOE for $115M project to construct commercial scale Lithium Hydroxide refinery 13
Slide 14: Lithium-Ion Battery Recycling
Lithium-Ion Battery Recycling 14
Slide 15: Commercialization of Integrated Lithium-Ion Battery Recycling Technologies
Commercialization of Integrated Lithium-Ion Battery Recycling Technologies » Commercial-scale battery recycling facility that is expected to process over 20,000 MT/year of battery materials, located in the Tahoe-Reno Industrial Center (TRIC) near Reno, NV, to implement commercial operations of its f
Slide 16: Our Integrated Battery Recycling Process
Our Integrated Battery Recycling Process Structural Automated Materials Selective DeManufacturing Leaching Nickel Sulfate Battery Black Mass Packs/Modules Selective Dissection Impurity Removal Cobalt Sulfate Battery Cells Selective Transition Metal Separation/ Recovery Manganese Sorting Sulfate Elec
Slide 17: Our Recycling Technology is Unique with Better outcomes
Our Recycling Technology is Unique with Better outcomes Bench scale samples delivered to cathode manufacturer showed equal quality to virgin resources ABTC’s De-manufacturing & Conventional Shredding and Pyrometallurgical & Hydromet Process Hydrometallurgy Conventional Smelting Automated De-manufact
Slide 18: Primary Metals Resource Development and Extraction
Primary Metals Resource Development and Extraction 18
Slide 19: Domestic-US Lithium Deposit Overview
Domestic-US Lithium Deposit Overview ABTC has 517 unpatented lode mining claims covering approximately 10,340 acres of unique claystone deposits located near Tonopah, Nevada » Today, nearly all lithium products are produced from conventional resources of lithium-rich brines or hard rock ores (cost a
Slide 20: ABTC Owns Rights to One of the Largest Known Lithium Deposits in the U.S.
Domestic Supply is Critical and ABTC Owns Rights to One of the Largest Known Lithium Deposits in the U.S. “RESPEC concludes that the ABTC Tonopah Flats lithium project is the largest known lithium project in the US … “ » RESPEC, served as a Qualified Person and published an SK- 1300 Compliant Maiden
Slide 21: Experienced Management Team
Experienced Management Team Executive Team Ryan Melsert Andrés Meza Jesse Deutsch Scott Jolcover CEO / CTO / Chairman COO / Board Secretary CFO Chief Resource Minerals Officer Independent Directors Julie Blunden Rick Fezell Beth Lowery Sherif Marakby 21
Slide 22: Key Milestones and Targeted Next Steps
Key Milestones and Targeted Next Steps Recycling Primary Resource Development Primary Metals Manufacturing • Preliminary • Pilot plant initiation • Commercial Next Steps Economic Assessment • Construction of Lithium Recycling Facility - Phase 2 • Preliminary Feasibility Study Hydroxide Refinery (3 •
Slide 23: ABTC Investment Thesis is Solid
ABTC Investment Thesis is Solid Proof Points » ABTC is working to achieve US Government permitting to initiate mine operations (DOE leading is highly beneficial). » ABTC is working scale innovative technologies in its commercial facilities for both recycling and claystone extraction » Downstream man
Slide 24: Key Investment Highlights
Key Investment Highlights Uniquely positioned as a leader in developing primary and secondary sources of battery metals as a critical piece of the closed loop battery economy and capitalizing on the explosive market growth which is set to surpass $150B in 2030 Recycling: Expanding commercializat
Slide 25: Thank You
(775) 473-4744 info@batterymetals.com Thank You www.americanbatterytechnology.com 100 Washington Street, #100, Reno, NV 89503 25
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