Slide 1: Talga Presentation at Green Auto Summit (ASX Release)
ASX Release ASX:TLG 26 October 2023 Talga Presentation at Green Auto Summit Battery materials and technology company Talga Group Ltd (“Talga” or “the Company”) (ASX:TLG) is pleased to provide a copy of the presentation that was delivered at the Green Auto Summit in Stuttgart, Germany, by the Company
Slide 2: Enhancing sustainability through new European battery materials
For personal use only Enhancing sustainability through new European battery materials Green Auto Summit Stuttgart, Germany Talga Group (ASX:TLG) © Talga Group Ltd, October 2023
Slide 3: Cautionary Statement and Disclaimer
Cautionary Statement and Disclaimer Talga Group Ltd ACN 138 405 419 (the Company) is the issuer of this presentation. Niska Scoping Study The Niska Scoping Study is a preliminary technical and economic study of the potential viability of developing the Nunasvaara North, Niska South and Niska North g
Slide 4: Graphite is largest volume material of Li-ion cell
Graphite is largest volume material of Li-ion cell For personal use only Li Li Li Li Li Ni ~50% of battery Cathode Ni Ni Other Mn Ni active material Mn is graphite Co Mn Co Co Co Anode Graphite Graphite Graphite Graphite Graphite LFP NMC 111 NMC 532 NMC 811 NCA 3 Source: Macquarie Research, March 20
Slide 5: Synthetic graphite is made from fossil fuels in high energy process
For personal use only Synthetic graphite is made from fossil fuels (oil/gas or coal) in high energy process 4
Slide 6: Graphite has major carbon footprint in cell
Graphite has major carbon footprint in cell For personal use only Primary extraction and processing Lithium 2% Graphite 34% Iron 1% Phosphorus 3% Cathode Manufacturing 15% Electricity (Cell Assembly) 28% Other 18% Total 100% 5 Source: Tesla, Impact Report 2022, LFP Cell – Global Warming Potential Co
Slide 7: Graphite supply chain concentrated in China
Graphite supply chain Raw Materials Material Processing Cell Components concentrated in China For personal use only 100% 90% 80% 70% 60% New restrictions on Chinese 50% exports starting 1 Dec, 2023 40% 30% 20% 10% 0% e i i o o r r Li Li de N N G G od C C ho An at C Notes: Li: lithium; Ni: Nickel; Co
Slide 8: EU recognises supply chain risk, natural graphite listed as critical material
EU recognises supply chain risk, For personal use only natural graphite listed as strategic and critical material Battery passport legislation and Critical Raw Materials Act setting new compliance targets including: >10% local extraction by 2030 >40% local processing by 2030 Mandatory declaration of
Slide 9: Talga is building a new, clean, integrated, secure graphite anode supply chain in Europe
Talga is building a new, clean, integrated, secure graphite For personal use only anode supply chain in Europe mine-to-anode A fully integrated battery anode supply chain in Sweden 8
Slide 10: 100% owned technology and intellectual property
For personal use only 15 active patent families, 100% in-house 65 active cases Intellectual Property 100% owned technology Talga develops products and processes across its operations (Sweden, UK, Germany & Australia) 9 See: ASX:TLG 26 April 2023.
Slide 11: One-stop Shop = Full control of anode supply
One-stop Shop = Full control of anode supply For personal use only Cell Mining and Concentration Shaping and Purification Coating Talnode® Manufacturer Talga in Sweden 10 See: ASX:TLG 1 July 2021.
Slide 12: Vittangi Anode Project
Vittangi Anode Project Mine north Sweden For personal use only Integrated mine-to-anode refinery producing 19,500tpa anode (Stage 1) for 24 years Europe’s largest and highest grade graphite deposit (Vittangi): 35.0Mt at 23.8%Cg, containing 8.3Mt graphite Advanced transport and logistics, with direct
Slide 13: Powered by reliable clean electricity
Powered by reliable Fossil Renewable Nuclear clean electricity For personal use only 30% 29% 21% 67% 100% hydropower used in 67% Talga anode production Sweden Canada China Australia US 12 Source: Electricity generation mix 2021, graph produced using data points from Fastmarkets and IEA.
Slide 14: Cleaner anode production
Cleaner anode CO2-eq per kg of anode active material production 23.1 For personal use only -92% less emissions Super high-grade graphite, renewable energy and high-yield processing technology result in ultra- low carbon footprint -92% 14.2 The peer-review LCA was conducted according to ISO 14040:200
Slide 15: Talnode-C: Flagship graphite anode
For personal use only Talnode®-C Flagship graphite anode Coated active anode with excellent capacity, good 1st-cycle efficiency and ultra-low CO2. Fast charging capability with excellent power density and low resistivity. Low temperature performance maintains capacity at freezing temperatures. Swell
Slide 16: Talnode validated by numerous customers under NDAs
Talnode® validated by Map showing current and planned European Li-ion battery factories and capacity in 2022. Source: CIC energiGUNE numerous customers For personal use only under NDAs Cell manufacturers Anode manufacturers Auto OEMs 15 See: ASX:TLG 30 November 2022, 11 January 2023.
Slide 17: EVA Qualification Plant
EVA Qualification Plant Luleå, northern Sweden For personal use only Producing large scale Talnode®-C samples for battery customer qualification (B-C) In-house battery lab and quality control 16 See: ASX:TLG 31 March 2022.
Slide 18: Planned commercial anode refinery, Luleå
For personal use only 19,500tpa (16GWh) Using 100% Permitted and graphite anode clean hydropower construction ready Planned commercial anode refinery Luleå, Sweden 17 See: ASX:TLG 1 July 2021, 17 July and 12 September 2023. Note: GWh equivalence assumes 1.2kg of graphite anode per 1kWh of battery ca
Slide 19: Commercial Anode Refinery construction
Commercial Anode Refinery Luleå Industrial Park, Sweden For personal use only Construction commenced Site land purchased Key site infrastructure progressing 18 See: ASX:TLG 17 July and 12 September 2023.
Slide 20: Vittangi Anode Project Financing
Vittangi Anode Project Financing For personal use only Target total debt (60%) and equity (40%) Debt financing consortium selection finalised European Investment Bank €150 million senior debt funding approved* Key Finance Partner Key Project Partners 19 See: ASX:TLG 20 June and 12 September 2023. *
Slide 21: Next Gen Products
Next Gen Products For personal use only Talnode®-Si Talphite®, Talphene® Silicon anode Graphene Composite silicon-graphite additive with ~50 wt% Products in R&D include conductive silicon to produce high energy density (~1,900 mAhg) additives for cathode, solid-state drop-in additive anodes and recy
Slide 22: Silicon Anode Pilot Plant
Silicon Anode Pilot Plant Talga Advanced Materials Gmbh, Germany For personal use only Producing Talnode®-Si samples for battery customer qualification and commercial discussions Feasibility studies and work underway to support commercialisation including site selection 21 See: ASX:TLG 26 April 2023
Slide 23: New supply chains of critical minerals in Europe are underway
For personal use only New supply chains of critical minerals in Europe are underway, enhancing sustainability of battery materials 22
Slide 24: Corporate overview
Talga Kiruna Luleå Corporate overview Osaka For personal use only Capital Structure Major shareholders Stockholm Kinetic Investment Partners 4.7% Market Capitalisation $391.4M Mark Thompson – M Director 4.0% Listed Shares 360.7M Pentwater Capital Management 3.6% Rudolstadt UBS AG (Private Banking) 3
Slide 25: Offices and contact details
For personal use only Sweden United Kingdom Talga AB & Talga Battery Metals AB Talga Technologies Limited Södra Kungsgatan 5B Conqueror House 972 35 Luleå, Sweden Chivers Way t: +46 (0) 10-303 71 00 Histon, Cambridge, CB24 9ZR, England e: kontakt@talga.se t: +44 1223 420416 e: info.uk@talgagroup.com
Slide 26: Experienced Board and Management Team
Experienced Board and Management Team Strong technological and operational leadership with on the ground European presence For personal use only Board of Directors Terry Stinson Mark Thompson Grant Mooney Steve Lowe Ola Rinnan Non-Executive Chairman Managing Director & Founder Non-Executive Director
Slide 27: Technical and Environmental Leadership Team
Technical and Environmental Leadership Team Decades of experience across battery and advanced material sciences, and environmental management For personal use only Dr Anna Motta Nishida Tatsuya Dr Karanveer S. Aneja Peter French Head of Talga Technologies Chief Scientific Advisor Senior Scientist En
Slide 28: JORC Graphite Reserve and Resources
JORC Graphite Reserve and Resources Ore Reserve 3, 5 Tonnes Graphite (% Cg) For personal use only Nunasvaara (JORC 2012) 2,260,140 24.1 Probable 2,260,140 24.1 Mineral Resources 1, 2, 4, 6, 7, 8 Tonnes Graphite (% Cg) Vittangi (JORC 2012) 35,020,000 23.8 Indicated 26,691,000 24.3 Inferred 8,329,000
Slide 29: JORC Exploration Target
JORC Exploration Target 2021 Exploration Target Vittangi Graphite Project For personal use only Vittangi (JORC 2012) Low High Tonnage Range 170Mt 200Mt Grade Range 20% Cg 30% Cg Note that the potential quantity and grade of the Exploration Target is conceptual in nature, there has been insufficient
Slide 30: Competent Person Statements
Competent Person Statements The Vittangi Mineral Resource estimate was first reported in the Company’s announcement dated 6 October 2023 titled ‘Talga boosts Swedish battery graphite’. The Company confirms that it is not aware of any new information or data that materially affects the information in