E3 Lithium Ltd · TSXV:ETL
E3 Lithium — Investor Presentation (August 2026)
28 slides from E3 Lithium's investor presentation, August 2026
Slide 1: Driven By Purpose. Powered By Innovation.
TSX.V: ETL | OTCQX: EEMMF | FSE: OW3 Driven By Purpose. Powered By Innovation. August 2026 | Corporate Presentation www.e3lithium.ca
Slide 2: Cautionary Notes and Forward-Looking Statements
Cautionary Notes and Forward-Looking Statements This presentation has been prepared by management of E3 Lithium Ltd. (“E3 Lithium”, “E3”, or the “Company”) Forward-looking statements are subject to known and unknown risks, uncertainties and other factors that may cause and does not represent a recom
Slide 3: Leader in Canadian Lithium
Leader in Canadian Lithium Experienced, Execution-Focused Team • Strong, disciplined leadership with deep industry experience • Track record of consistent milestone delivery under a clear execution plan • Highly experienced Board providing broad expertise across E3’s entire business Significant Reso
Slide 4: Corporate Profile
Corporate Profile Capital Markets Summary1 Comparative Global Projects2 20 $1.03 $0.82 - $1.65 M&I Resources (million tonnes LCE) Share Price 52 Week Low/High Share Price E3 Lithium – Clearwater 16 Project $90 million 88 million (16.2 million tonnes LCE) Market Capitalization Common Shares Outstandi
Slide 5: Government Support For Critical Minerals Development
Government Support For Critical Minerals Development Government Grants Awarded To E3 Lithium Federal Government Financial Support Critical Minerals Infrastructure Fund (CMIF) Total Grants Total Grants • Up to $1.5 billion in funding until 2030; Clean energy and infrastructure projects Awarded To-Dat
Slide 6: Global Peer Direct Lithium Extraction Development
Global Peer Direct Lithium Extraction Development Peer Comparison Chart – Select Global DLE Developers1,3 Total Annual Production Capacity1,3 Total Annual Production Capacity (Full Project) 1.2 Mt (‘000s tonnes per year LCE) $700 0 10 20 30 40 50 60 Resource Size (Measured and Indicated million tonn
Slide 7: Significant Resource in Place
Significant Resource in Place 16 Edmonton 16 ` Delineated Reservoir with Substantial Development History • Targeted Leduc formation has over 70 years of oil & gas production history 2 • E3’s resource consists of 21.2 million tonnes measured & indicated (M&I) lithium carbonate equivalent • 75% of the
Slide 8: Industry Leader In Direct Lithium Extraction
TSX.V: ETL | OTCQX: EEMMF | FSE: OW3 Industry Leader In Direct Lithium Extraction In-House Direct Lithium Extraction (DLE) Expertise • Technical team has DLE and lithium production expertise • Continuously innovating and optimizing to deliver fully integrated facility • Proprietary technology combin
Slide 9: Advantages of Direct Lithium Extraction (DLE)
Advantages of Direct Lithium Extraction (DLE) DLE’s Commercial and Operational Benefits Hard-Rock Mining <10% surface footprint compared to traditional development • Large surface footprint • Low lithium recovery >95% lithium recovery from DLE • Relies on off-site processing • Water intensive
Slide 10: Optimal Brine for DLE Processing
Optimal Brine for DLE Processing Battery-Grade Lithium Rich Brine Adsorption-Based Lithium Carbonate Average: ~76 mg/L DLE Processing (>99.5% Li2CO3) E3 Lithium’s brine resource is well-suited for Direct Lithium Extraction (DLE) based on 4 critical factors: Relatively low Optimal Industry Highly con
Slide 11: Significant Technical & Commercial Depth
Significant Technical & Commercial Depth Corporate Technical Chris Doornbos, P.Geo., ICD.D Brian Newmarch, CFA Tom Gear, P.Eng. Jason Doornbos, P.Eng. Tim Waters, P.Eng. Jody Calvert, P.Eng. Chairperson, CEO, & President Chief Financial Officer Chief Operating Officer VP, Capital Projects VP, Develo
Slide 12: Strategic Oversight and Governance
Strategic Oversight and Governance Board of Directors Chris Doornbos, P.Geo., ICD.D Alexandra Cattelan, MASC Hon. Sonya Savage, KC, ECA, Kevin Stashin, MBA, P.Eng. Tina Craft, MBA Chair of the Board Lead Director, Chair Compensation LL.M. Chair Corporate Governance Chair Audit Committee Chris, the f
Slide 13: Attractive Long-Term Lithium Fundamentals
Attractive Long-Term Lithium Fundamentals Global Lithium Demand Growth by End-Use1 Electric Vehicles3 EV 3,516 2025 EV Sales by Select Countries: % of new car sales / (‘000s vehicles sold) '000 tonnes Lithium Carbonate ESS Norway 97% / (173) LFP2: 650 tonnes of LC per GWh >100% growth Sweden 61% / (
Slide 14: Clearwater Project Reservoir and Process Development
Clearwater Project Reservoir and Process Development Leduc Reservoir in the Bashaw District Optimized Lithium Production Process Wimborne Hydrocarbon Pool DEPTH 3 2,100m 2 1 2,200m Innisfail Production Wells 2,300m Hydrocarbon Pool 2,400m 2,500m 2,600m 2,700m Lithium Production Zone (200m Thick) 2,8
Slide 15: Existing Logistics Support Project Development
N Existing Logistics Support Project Development Olds 27 240 kVA Two-Lane Multi-Lane Two-Lane Highway Powerline Highway Highway Integration with Existing Infrastructure • Clearwater Facility purposefully sited on existing disturbed site 2A 2 791 • Strategically located near high-voltage power line,
Slide 16: Alberta's Efficient Regulatory Landscape
Alberta’s Efficient Regulatory Landscape Established Regulatory Framework Key Permits Required for the Clearwater Project1 • The Alberta Energy Regulator (AER) is responsible for Demonstration Project – Phase 2 Application Status overseeing brine-hosted minerals development Directive 056: Wells Appr
Slide 17: Proposed Clearwater Project Update
Proposed Clearwater Project Update 2024 Pre-Feasibility Study Single Phase Construction with Robust Economics1 • Production capacity of ~32,000 tonnes/year of lithium hydroxide monohydrate (LHM) • An NPV₈ (after-tax) of ~US$3.7 billion with ~25% IRR • Low initial opex of ~US$6,000/tonne and capital
Slide 18: Path to Commercialization in 2026
Path to Commercialization in 2026 2025 Key Achievements 2026 Key Objectives 2027 – 2029+ Jan 2026 Dec 2026 Produced 99.7% battery-grade lithium carbonate Ordering/Receiving Long-Lead Equipment Drilled two wells; analyzing reservoir output Technology Derisking Drilling Program & Pipeline Demo
Slide 19: Demonstration Facility – A Phased Approach
Demonstration Facility – A Phased Approach Phase 1: Commissioning Status: Milestones Commission 30-column DLE system and Commissioned equipment, validated process, associated equipment, and produce battery- COMPLETE produced battery-grade product for off-takers (Q4 2025) --- grade lithium carbonate
Slide 20: E3 Lithium: Investment Highlights
E3 Lithium: Investment Highlights High-Quality Projects With Significant Potential • Targeting 12,000 tonnes/year of lithium carbonate in Stage 1 of Clearwater Project with expansion potential to 36,000 tonnes/year • Highly competitive cost profile with Clearwater positioned in first third of global
Slide 21: Appendix
Driven By Purpose. TSX.V: ETL | OTCQX: EEMMF | FSE: OW3 Powered By Innovation. Appendix Page | 21
Slide 22: Recent Success: Commissioning of Demonstration Facility
Recent Success: Commissioning of Demonstration Facility Successfully commissioned Demonstration Facility to inform detailed engineering and ship lithium carbonate Page | 22
Slide 23: Recent Success: Reservoir Development Planning
Recent Success: Reservoir Development Planning Drilling and completion of commercial well-pair to support subsurface development Page | 23
Slide 24: Recent Success: Meaningful Stakeholder Engagement
Recent Success: Meaningful Stakeholder Engagement Meaningful stakeholder engagement in local community 1. Additional permits may be required on a project-by-project basis. Approval timeline guidelines are posted on the Alberta Energy Regulator’s website. https://static.aer.ca/prd/documents/applicati
Slide 25: Leduc Delivers Largest Lithium Resources in Canada
Leduc Delivers Largest Lithium Resources in Canada Historic Leduc #1 Well - 1947 Edmonton Total Reserves & Resources (million tonnes LCE) Reserves Resource ALBERTA Proven & District Measured Indicated M&I Inferred Garrington Probable Bashaw District District Bashaw1 1.14 6.69 9.53 16.22 - Garrington
Slide 26: 2024 Clearwater Project Pre-Feasibility Study Economics
2024 Clearwater Project Pre-Feasibility Study Economics PFS Metric Units Value Initial Production Tonnes LHM/year 32,250 Average Production (50-year) Tonnes LHM/year 25,850 Total Initial Capital M US$ 2,465 IRR (after-tax) NPV₈ (after-tax) Total Sustaining Capital Annual Operating Cost M US$ M US$ 1
Slide 27: Central Processing Facility
Central Processing Facility EMERGENCY FLARE BRINE STORAGE STORM WATER POND RECLAMATION SOIL STOCKPILES OFFICE AREA COGEN POWER & FUTURE PHASE 2 CARBON CAPTURE EXPANSION BRINE INLET MAIN GATE GAS HANDLING CARBONATION ION EXCHANGE MEMBRANE AVAILABLE FOR PHASE 3 DLE EXISTING HIGH VOLTAGE POWER LINES Th
Slide 28: Contact Information Additional Information
Contact Information TSX.V: ETL | OTCQX: EEMMF | FSE: OW3 1520 – 300 5th Ave SW Calgary, AB T2P 3C4 Main Office: (587) 324-2775 Additional Information Visit the media page for E3 interviews and articles www.e3lithium.ca Sarfraz Somani, CFA Director, Capital Markets investor@e3lithium.ca Page | 28