Slide 1: Fourth Quarter Activities Report Update
Fourth Quarter Activities Report Update
Slide 2: Important Notice and Disclaimers
Important Notice and Disclaimers The information contained in this presentation (the “Presentation”) has been prepared by NOVONIX Limited (ACN 157 690 delays or operational problems, our ability to obtain patent rights effective to protect our technologies and processes and 830) (“the Company” or “N
Slide 3: Providing Revolutionary Solutions to the Battery Industry
Providing Revolutionary Solutions to the Battery Industry Investment Highlights Leading U.S. based battery materials and technology company with lower carbon footprint Binding Tier 1 offtake agreements with Stellantis, PowerCo, and Panasonic Energy for all Riverside production volumes, to begin prod
Slide 4: Competitive Advantage Through Synergistic Operating Structure
Competitive Advantage Through Synergistic Operating Structure • Leading domestic supplier of • Commercializing patented cathode • Provides industry leading Ultra-High battery-grade synthetic graphite synthesis technology Precision Coulometry cell testing equipment • First large-scale and sustainable
Slide 5: Q4 Highlights
Q4 Highlights Battery Technology Solutions • Announced Planned Transition in the Chief Executive Officer role (Post-Quarter Announcement) • Entered collaboration agreement with ICoNiChem Widnes Limited (“ICoNiChem”), focused on sustainable cathode active materials feedstock Anode Materials • Announc
Slide 6: NOVONIX is Localizing the Synthetic Graphite Supply Chain
NOVONIX is Localizing the Synthetic Graphite Supply Chain NOVONIX Anode Material Progress & Advantages Key Strategic Relationships Tier 1 Customer Domestic Supply Agreements Producing high-performance synthetic graphite materials Anchor Customers for sustainably for local supply of Tier 1 battery an
Slide 7: Recently Announced: Binding Offtake Agreement with Stellantis N.V.
Recently Announced: Binding Offtake Agreement with Stellantis N.V. Overview • Stellantis is one of the world’s leading automakers – brands including Dodge, Fiat, Jeep, Ram, Maserati, Peugeot, Opel and Alfa Romeo • Stellantis plans to invest more than €50 billion over the decade in electrification to
Slide 8: Recently Announced: Binding Offtake Agreement with PowerCo
Recently Announced: Binding Offtake Agreement with PowerCo Overview • Volkswagen Group is bundling its global battery activities in the European company PowerCo SE. PowerCo plans to build three gigafactories in Europe and North America with a total capacity of up to 200 GW • PowerCo is currently ram
Slide 9: Binding Offtake Agreement with Panasonic Energy
Binding Offtake Agreement with Panasonic Energy Overview • Panasonic Energy is a leading developer of battery cell technology for EV and ESS batteries in the U.S. • Panasonic Energy has developed relationships with Tesla, Honda, Toyota, Mazda, Subaru, Ford, and Lucid in North America to supply EV ba
Slide 10: Riverside at Capacity with Current Offtake Agreements
Riverside at Capacity with Current Offtake Agreements Customers* Supporting Growth Contracted Customer Volumes1,2 200 6-year commitment for up to a target volume of 115,000 tonnes starting in 2026 175 to cell manufacturers LGES & Samsung 150 5-year commitment for a minimum of 125 ,000 tpa 32,000 ton
Slide 11: Path to Commercial Production at Riverside
Path to Commercial Production at Riverside On-Site Equipment 2024 to be Commissioned Engineering Report 2Q2024 2025 Riverside independent engineering report completed. Installing Capacity for 3K tpa Grinding/Shaping Offtake Agreements Receiving, installing, and commissioning 1H 2026 Singed offtake a
Slide 12: The Next Phase of Anode Materials
The Next Phase of Anode Materials NOVONIX Enterprise South Site Rendering • NOVONIX Enterprise South is expected to reach full production capacity of 31,500 tonnes per annum (“tpa”) by the end of 2028. • This facility, together with NOVONIX’s existing 20,000 tpa facility at Riverside in Chattanooga,
Slide 13: Technology Licensing Agreement with Harper International
Technology Licensing Agreement with Harper International Overview • Harper International is a global leader in complete thermal processing solutions and technical services essential for the production of advanced materials. Highlights of Agreement • NOVONIX entered into a licensing agreement with it
Slide 14: Antidumping and Countervailing Duty Investigations of Active Anode Material
Antidumping and Countervailing Duty Investigations of Active Anode Material American Graphite Case Calendar Producers File Trade Event AD Investigation CVD Investigation Case ITC Preliminary February 3, 2025 February 3, 2025 • AAAMP petitions Dept. of Determinations* Commerce and ITC to investigate
Slide 15: Cathode Technology Demonstration at Pilot Scale
Cathode Technology Demonstration at Pilot Scale Overview • 2021: NOVONIX began development of its patented all-dry, zero-waste cathode synthesis technology • July 2023: Commissioned pilot line with a nameplate capacity of 10 tpa to demonstrate scalability of NOVONIX’s technology • Currently sampling
Slide 16: Key Highlights Driving Future Growth
Key Highlights Driving Future Growth • Installing, commissioning, and start-up of equipment for commercial production capacity of 3K tpa at Riverside Scaling Riverside to support final qualification and start of production for Panasonic Energy in early 2026, Stellantis in 2026, and Operations to Del
Slide 17: Goals for the Future of NOVONIX
Goals for the Future of NOVONIX Scaling anode materials production Patented, All-Dry Zero-Waste Cathode technology capacity to 150K tpa supported by our propriety processing Recognized battery Highly developed IP with technology leader leading market positions Forefront of product Foresee strong cas
Slide 18: NOVONDS.
NOVONDS.