Tivan Limited · ASX:TVN
Tivan — Exante Data 10 Year Anniversary Conference 2026
11 slides from Tivan's conference presentation, Mar 27, 2026
Slide 1: Tivan Exante Data 10 Year Anniversary Conference Presentation
asx announcement asx announcement For personal use only Tivan Exante Data "10 Year Anniversary" Conference Presentation 27 March 2026 The Board of Tivan Limited (ASX: TVN) (“Tivan” or the “Company”) is pleased to advise that Executive Chairman, Mr Grant Wilson, is speaking at the Exante Data "10 Yea
Slide 2: Exante Data 10 Year Anniversary Conference
of tivan ef Exante Data 10 YEAR ANNIVERSARY CONFERENCE
Slide 3: China has strategically pursued dominance of critical minerals
Tivan: China has strategically pursued dominance of critical minerals Evolution of China’s Dual-Use Catalogue (2007-2026) • 2012 (The Granularity Revolution): Marked the shift from single lists to • 2024 (Regulatory Intensification): Characterised by an extreme technical appraisal. Utilised detailed
Slide 4: Dual-Use Catalogue highlights strategic priorities & criticality by mineral
Tivan: Dual-Use Catalogue highlights strategic priorities & criticality by mineral Total Chinese Keywords 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 Occurrences Fluorine 86 86 86 86 86 95 95 95 95 106 106 107 107 107 123 123 123 123 125 129 2,
Slide 5: China's customs cleared trade data also reveal strategic vulnerabilities
Tivan: China's customs China Net Trade Balance of Tungsten cleared trade data also reveal strategic vulnerabilities For personal use only Tivan & Exante Data have collaborated on trade analytics across various critical minerals to inform strategic decisions. Tivan's Speewah Fluorite Project was incl
Slide 6: A plurilateral response is underway, starting with US & Japan
Tivan: A plurilateral response is underway, starting with US & Japan The US cannot go alone: there Timeframe Owner Project Commodity Production Location Timeframe is no pathway to achieve critical Target3 Near <2029 minerals independence, much Tennessee Multiple - (13 For personal use only less domi
Slide 7: A spectrum of price support mechanisms is available to like-minded countries
Tivan: A spectrum of price support mechanisms is available to like-minded countries Commercial terms Stockpile-based intervention Financial intervention Midstream Command economy Scenario Commercial floor Commercial floor Stockpile floor Stockpile floor + Stockpile floor + Contract for CfD floor + p
Slide 8: Strategic stockpiling is necessary to achieve critical minerals resilience
Tivan: Strategic stockpiling is necessary to achieve critical minerals resilience • Many critical minerals are small, Commodity Key Applications Stockpile form Indicative Market Size opaque and disruption-prone markets (US $B) where stockpiling will materially For personal use only Rare Earths6 Magn
Slide 9: Tivan's project locations
For personal use only Figure 5: Tivan's project locations
Slide 10: Reliance and Forward Looking Statements
Reliance and Forward Looking Statements In all cases, this presentation is provided on the basis that the recipient will conduct their own investigation and analysis of the information set forth in this presentation independently and without reliance on Tivan or any of its respective affiliates, age
Slide 11: Tivan contact details
SO .. 8. tivan 8 a critical minerals company Registered Office Level 1, 16 Bennett Street, Darwin City the Northern Territory, O800 Contact +61 8 9327 0900 engagement@tivan.com.au Tivan Limited ABN 12 000 817 023 ASX Code: TVN tivan.com.au
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