Pls Group Limited · ASX:PLS
Pls — Fastmarkets Global Lithium, Battery and Critical Minerals Conference 2026
14 slides from Pls's conference presentation, Jun 23, 2026
Slide 1: The lithium paradox, one year on
The lithium For personal use only paradox, one year on Reliability is the new scarcity Fastmarkets Global Lithium, Battery and Critical Minerals conference Dale Henderson, Managing Director and CEO - Keynote presentation 23 June 2026
Slide 2: Demand is embedded. Supply is selective.
Demand is embedded. Supply is selective. EMBEDDED STILL DEBATED For personal use only (Demand) (Pathways) EV growth Supply chains ESS growth Processing routes Electrification Geographies Long-term Technology pathways lithium demand Industrial policy Trade flows 2
Slide 3: The world needs more supply. Not all of it will arrive.
The world needs more supply. Not all of it will arrive. Constrained supply, strong demand and energy security support the long-term outlook LITHIUM DEMAND BY END-USE LITHIUM SUPPLY AND DEMAND FORECAST For personal use only (kt LCE)1 (Mt LCE)1 6,000 6.0 Potential supply gap 5,000 5.0 4,000 4.0 1.4 1.
Slide 4: Long-run price expectations increasing
Long-run price expectations increasing Future supply being re-priced For personal use only SPODUMENE CONCENTRATE PRICE +100% (US$/t SC6.0, CIF China basis)1 Q2 2026 – BMI long term real SC6 price forecast USD2 2,465/t Q2 2025 – BMI long term real SC6 price forecast USD3 1,235/t 1. Monthly average pr
Slide 5: The lithium refining landscape - highly concentrated
The lithium refining landscape - highly concentrated1 For personal use only ASIA CHINA 65% NORTH EUROPE (EX-CHINA) AMERICA 1% 4% 1% SOUTH AMERICA* 27% AUSTRALIA 1% * Significant amount of lithium supply from Chile & Argentina is exported to China for re-processing into battery grade chemicals / CAM
Slide 6: Not all tonnes are equal
Not all tonnes are equal The investable Lithium tonne For personal use only Resources ≠ Supply Quality + Capital + Execution Reliable Supply 6
Slide 7: Investable tonnes are earned
Investable tonnes are earned For personal use only Quality Economics Investable tonne Execution Alignment (Joint Ventures / Partnerships) 7
Slide 8: Investable tonnes in practice – PLS building the pipeline
Investable tonnes in practice – PLS building the pipeline For personal use only Quality Economics Tier-1 Pilgangoora with ~31- Low-cost position year mine life Conservative balance sheet maintained Colina development project through the cycle Investable tonne Execution Alignment (Joint Ventures / Pa
Slide 9: PLS is one of the world's largest lithium producers
PLS is one of the world’s largest lithium producers Top global primary lithium producer with further production growth potential GLOBAL PRIMARY LITHIUM PRODUCTION - KEY PEERS For personal use only CY25 Primary production kt LCE, attributable basis1 300 P2000 and Colina Colina project4 production una
Slide 10: The value of supply chain confidence
The value of supply chain confidence For personal use only Quality + Capital + Execution INDUSTRY SUPPLY CHAIN LEADERSHIP: Investable tonnes Reliable supply Offtake benchmark 1 USD 100M USD Pricing upside Interest free 1,000/t SC6 retained / prepayment Floor no discounts This deal is ‘reliability is
Slide 11: Partnering for reliability
Partnering for reliability Reliable, For personal use only investable supply Transparent price signals Capital discipline Partnerships Standards Long-term commitment Innovation 11
Slide 12: An industry with potential to create a better future for all
An industry with potential to create a better future for all… For personal use only That future depends on our ability to build reliable supply 12
Slide 13: Important notices
Important notices For personal use only This document has been prepared by PLS Group Limited and is dated 23 June 2026. In this document, PLS means PLS Group Limited and/or its related bodies corporate, as the context requires. Not an offer of securities This document is provided for informational p
Slide 14: Important notices
Important notices For personal use only Important Information regarding Mineral Resources, Ore Reserves and production targets Information in this document regarding production targets and expansions in nameplate capacity of the Pilgangoora Operation in respect of the P850 and P1000 operating models
PLS Group — Fastmarkets Global Lithium, Battery and Critical Minerals Conference 2026 on 6ix