Slide 1: Corporate Presentation
Corporate Presentation A Joint Event by the European Commission and the Critical Raw Materials Facility EIT Raw Material Summit Brussels 14th May 2025
Slide 2: Disclaimer
Disclaimer Securities Disclaimer information compiled by Mr. David Williams and Mr. David Drabble. Mr. David Williams is a full-time employee of ERM and is a Member of the Australian Institute of Geoscientists (#4176)(RPGeo). Mr. This document is for informational purposes only and does not constitu
Slide 3: Our business
Our business Building a vertically integrated battery anode materials business to produce high purity graphite products for the lithium-ion battery and advanced manufacturing markets EcoGraf Vertically Integrated Battery Anode Materials Business Epanko Graphite Mechanical Shaping Purification Anode
Slide 4: Corporate snapshot
Corporate snapshot Board & Management Stock Listings Major shareholders3 Robert Pett ASX: EGR FSE: FMK Non-Executive Chair Australian Securities Exchange Frankfurt Stock Exchange (Börse Frankfurt) 41.1% Andrew Spinks Managing Director 53.5% John Conidi Purification Anode Non-Executive Director Facil
Slide 5: Geopolitical drivers for new anode material supply
Geopolitical drivers for new anode material supply GLOBAL MONTHLY EV SALES (‘000 UNITS)1 GLOBAL LEGISLATION 2,000 Tariffs, New President Executive Order for CRM’s 1,800 to develop sovereign capability 1,600 The EU Green Deal and Critical Raw Materials Act. 1,400 1,200 Chinese export licence controls
Slide 6: Business overview video
Business overview video UPSTREAM Mine and Mineral Processing: Natural Flake Graphite Grade: 96-98% C A green circle with a MIDSTREAM white arrow in it Description automatically Mechanical Shaping: generated Spherical Graphite (SpG) Grade: 97-99% C DOWNSTREAM EcoGraf HFfree® Purification: Purified Sp
Slide 7: Epanko graphite project
UPSTREAM Epanko graphite project KfW IPEX-Bank mandated for UFK Loan UPSTREAM of up to US$105m for development of Epanko Mining and Mineral ✓ Stage 1 - 73,000tpa of natural flake Processing Facility to graphite Produce Natural Flake Graphite ✓ ‘Life of Mine’ Special Mining License granted Priorities
Slide 8: 'Life of Mine' SML covers 5.5kms of Epanko deposit
‘Life of Mine’ SML covers 5.5kms of Epanko deposit UPSTREAM A screenshot of a video game A green AI-generated content may be incorrect. circle with a white arrow in it A screenshot of a video game A green AI-generated content may be circle with a incorrect. white arrow in it 8 Refer to ASX announcem
Slide 9: Epanko deposit
Epanko deposit Largest development ready graphite project in Africa UPSTREAM Industry-leading 82% of total Ore Reserves classified as Proven, delivering increased confidence on metallurgical factors such as process recoveries, flake size distribution and product grades 9 Refer to ASX announcement “U
Slide 10: Epanko project advantages
Epanko project advantages Key advantages to drive lowest cost feedstock for lithium-ion battery market UPSTREAM TRANSPORT DISTANCE 450km TO PORT EPANKO MINE 75km TO RAIL MINERAL RESOURCE ESTIMATE ORE RESERVE ORE RESERVE GRADE AVERAGE THICKNESS 200 300 250 200 150 100 290 MILLION 21 MILLION 82 % 8.8%
Slide 11: Epanko mine layout and overview
Epanko mine layout and overview Extensive engineering studies, drilling and resource evaluation undertaken that’s delivered a new mine design UPSTREAM with oxide first mining strategy MINE LAYOUT A group of people working on a construction site Description automatically generated A green circle with
Slide 12: Epanko processing plant layout
Epanko processing plant layout Flowsheet design to produce graphite products for industrial and high growth lithium-ion battery markets UPSTREAM PROCESSING PLANT A green circle with a white arrow in it Description automatically generated View flyover video: https://tinyurl.com/2s47zuz8 12
Slide 13: Epanko project infrastructure for Stage 1 - 73,000tpa
Epanko project infrastructure for Stage 1 - 73,000tpa • Completion of various pre-development programs to UPSTREAM support lender due diligence processes • Process flowsheet based on rigorous testing • Knight Piésold completed studies to ensure Tailing Storage Facility (TSF) and Water Storage Design
Slide 14: Government support for the mining sector
Government support for the mining sector TANZANIA'S MINING SECTOR: A BEACON OF GROWTH AND SUSTAINABILITY UPSTREAM President Samia Suluhu Hassan is promoting mining in Tanzania by strengthening legal frameworks, encouraging foreign investment, and supporting local participation “look at Africa for •
Slide 15: New Tanzanian infrastructure supporting Epanko
New Tanzanian infrastructure supporting Epanko Ifakara Substation UPSTREAM Funded through the European Union to support new business in the region. Julius Nyerere Hydropower Great Ruaha EU funded: Station US$10 million Bridge Providing low-cost, Improving the renewable power Electric Train transport
Slide 16: ESG contribution to Tanzania
ESG contribution to Tanzania Economic growth Uplifting UPSTREAM Community Direct contribution to the economy through procurement of goods and services, employment, royalties, taxes and dividends. Positive Impact Multiplier effect Transformational with an estimated Employment inter-generational US$9+
Slide 17: Infrastructure
Infrastructure POWER Julius Nyere Hydroelectric Ifakara Substation – EU Funded UPSTREAM Power Project • Epanko Project Stage 1 - 2.8MW power requirement • TANESCO Ifakara substation funded by EU and opened 2024 • Finalising power supply agreement with TANESCO to connect 33kV Epanko Project line at p
Slide 18: Corporate commitment to leading ESG standards
Corporate commitment to leading ESG standards UPSTREAM Developing Epanko in compliance with the highest standards IFC Performance Standards (“IFC PS”) • Equator Principles IV (“EP IV”) • Global Industry Standard on Tailings Management (“GISTM”) • Sustainable Development Goals (“SDGs”) • Global Repor
Slide 19: Mechanical shaping facility
MIDSTREAM Mechanical shaping facility Positioning to be first value- addition development that supports Tanzanian Mechanical shaping of Governments ‘Vision 2030’ natural flake graphite to produce Spherical value-addition strategy MIDSTREAM Graphite (SpG) • Ifakara identified as the Priorities prefer
Slide 20: Mechanical shaping facility design
Mechanical shaping facility design MICRONISING AND SPHERONISING PLANT LAYOUT Independent engineering study completed for 20,000tpa Stage 1 Facility Cost US$58.6m Operating Cost US$419/t MIDSTREAM Next steps • Secure conditional financing arrangements • Finalise offtake agreements • Final engineering
Slide 21: Beyond mineral value addition
Beyond mineral value addition Positive discussion with European Union (EU) Tanzanian delegation supporting the Midstream and Downstream development • Discussion with EU financing parties Evaluation of new Local Tanzanian Industries MIDSTREAM • Pursuing programs to support further mineral value addit
Slide 22: EcoGraf HFfree purification facilities
DOWNSTREAM EcoGraf HFfree® purification facilities Global expansion driven by EV demand and legislation to encourage new and sustainable critical mineral EcoGraf HFfree® Purification of SpG to supply chains produce purified SpG • Product qualification facility (PQF) successfully commissioned and ope
Slide 23: Product Qualification Facility
Product Qualification Facility A green circle with a white arrow in it Description automatically DOWNSTREAM generated 23
Slide 24: Product Qualification Facility (PQF)
Product Qualification Facility (PQF) PQF piloting facility developed for purification of Spherical Graphite (SpG) ✓ Confirmation of process technology to support commercial development ✓ PQF delivers results meeting the highest customer specifications for purified SpG r ✓ 4N achieved through on- DOW
Slide 25: EcoGraf HFfree process advantages
EcoGraf HFfree® process advantages Low cost Proprietary technology Competitive economics • Europe patent submission compared to the other • U.S. Patent granted No. 11,702342. purification methods • Australia Patent granted No. 2022387279 Why Eco-friendly Minimum impurities DOWNSTREAM EcoGraf Low car
Slide 26: EcoGraf HFfree purification cost advantage
EcoGraf HFfree® purification cost advantage • Cost comparison conducted by global engineering & construction consultancy, comparing EcoGraf HFfree® purification vs three other Cost advantage technologies in use based on a 25,000tpa reference base confirmed via • EcoGraf HFfree® products will be prod
Slide 27: Anode recycling
RECYCLE Anode recycling EcoGraf HFfree® purification supports closed loop recycling EcoGraf HFfree® and battery circular economy purification technology applied to support anode recycling 1 Production Anode Electrode 2 Leached Black Mass Priorities 2 Testwork programs with feedstocks supplied by EV
Slide 28: Competitive cost advantages
Competitive cost advantages EcoGraf Vertically Integrated Battery Anode Materials Business Epanko Graphite Mechanical Shaping Purification Anode Project Facility Facilities Recycling U PS TR EA M M I DS TR EA M D O WN STR EA M R EC YC LI NG ✓ High Ore Grade ✓ High Yields ✓ Low Cost Chemicals ✓ Low C
Slide 29: PreIWD supported by EcoGraf
PreIWD supported by EcoGraf A green circle with a white arrow in it Description automatically generated Leading with strong ESG and CSR to benefit all key stakeholders 29
Slide 30: The future is electric with EcoGraf HFfree purification and Tanzanian graphite
The future is electric with 18 Richardson Street, EcoGraf HFfree® purification West Perth WA 6005 info@ecograf.com.au and Tanzanian graphite www.ecograf.com.au ASX: EGR FSE: FMK EcoGraf Limited @EcoGraf EcoGraf Limited Subscribe for EcoGraf latest news and investor updates