Amg Critical Materials N.v. · EURONEXT:AMG
Amg Critical Materials — AMG Advanced Metallurgical Group — Vienna Family Office Impact Day 2021
18 slides from Amg Critical Materials's conference presentation, Jun 17, 2021
Slide 1: Enabling the Circular Economy
ENABLING THE CIRCULAR ECONOMY VIENNA FAMILY OFFICE IMPACT DAY | JUNE 17, 2021 AMG ADVANCED METALLURGICAL GROUP N.V. 1
Slide 2: Safety Performance
I SAFETY PERFORMANCE LOST TIME INCIDENT RATE TOTAL INCIDENT RATE 2013 1.95 3.30 2014 1.19 2.23 2015 1.12 2.02 2016 1.06 1.68 2017 2.7 0.82 1.31 2018 0.63 1.26 2019 0.80 1.46 2020 0.62 1.05 2021 YTD 0.59 1.11 PRIMARY METAL MANUFACTURING PRIMARY METAL MANUFACTURING INDUSTRY AVERAGE: 2.7 INDUSTRY AVERA
Slide 3: COVID-19
II COVID-19 ~ 3,100 EMPLOYEES NO COVID FATALITIES MAXIMUM OF 2 HOSPITALIZATIONS AT THE SAME TIME 3
Slide 4: Global CO2 Reduction Framework
III GLOBAL CO2 REDUCTION FRAMEWORK Global CO2 Reduction Targets Policies & Regulations Commercial & Renewable Industry Transportation Residential Energy AMG Products “Enabling” CO2 Reduction Transforming Regulatory Pressure into Opportunities 4
Slide 5: AMG's Strategic Dynamics
IV AMG’S STRATEGIC DYNAMICS Energy Transition (Clean Energy & Energy Saving) Materials turn “critical” (demand shift) New Circular “Enabling” CO2 Economy reductions Solutions (at the customer) New products (material science- based) 5
Slide 6: CO2 Reduction Enabling Activities at the Core of the EU Taxonomy Initiative
V CO2 REDUCTION ENABLING ACTIVITIES ARE AT THE CORE OF THE NEWEST EU TAXONOMY INITIATIVE Regulation (EU) 2020/852 of the European Parliament and of the Council on the establishment of a framework to facilitate sustainable investment and amending Regulation (EU) 2019/2088. For each environmental obje
Slide 7: AMG Reporting Segments
VI AMG REPORTING SEGMENTS CLEAN ENERGY MATERIALS CRITICAL MINERALS CRITICAL MATERIALS TECHNOLOGIES BUSINESS UNITS Lithium (Li) Silicon (Si) Titanium Alloys (Ti, Al) Tantalum (Ta) Antimony (Sb) Engineering Vanadium (V, Al, Ni, Mo) Graphite (C) Superalloys (Cr, V) PRIMARY MARKETS Energy Recycling Infr
Slide 8: Turbine Blade Coater
VII TURBINE BLADE COATER 8
Slide 9: Graphite: Insulation for Buildings
VIII GRAPHITE: INSULATION FOR BUILDINGS 9
Slide 10: CO2 Emissions and AMG Enabled Reduction
IX CO2 EMISSIONS AND AMG ENABLED REDUCTION 20% Commercial & Residential 32% Transportation AMG’S enabled CO2 emission 2018 Global reductions (Million MT) CO2 Emissions by Economic 48% Industry 56.6 Sector * 2020 2019 67.8 2018 50.8 25% Commercial & Residential 50% Transportation CO2 reduction enable
Slide 11: Enabling CO2 Reduction Portfolio (ECO2RP)
X ENABLING CO2 REDUCTION PORTFOLIO (ECO2RP) 2020 ECO2RP Lobby Ferrovanadium Vanadium Oxide CLEAN ENERGY (V2O5) MATERIALS Aluminum Alloys 9.4 Lithium Tailings CRITICAL Insulation Materials MINERALS Microsilica 1.1 Thermal Barriers CRITICAL Mixed Oxide Fuel (MOx) Titanium Alloys MATERIALS Revert Titan
Slide 12: AMG Vanadium: Environmental Excellence
XI AMG VANADIUM: ENVIRONMENTAL EXCELLENCE • “In 2019 MPC delivered 5,300 metric tons of spent catalyst to AMG. AMG extracted the vanadium and other valuable metals. This reclamation process produces 41,500 less metric tons of CO2e Marathon Galveston Bay refinery emissions than traditional steel manu
Slide 13: Verified Carbon Standard Methodology Development
XII VERIFIED CARBON STANDARD METHODOLOGY DEVELOPMENT • AMG is in the final stages of publishing a Verified Carbon Standard (VCS) methodology, which would allow certified AMG projects to turn their greenhouse gas emission reductions into tradeable carbon credits • AMG is working in conjunction with V
Slide 14: Shell & AMG Recycling (SAR) Projects
XIII SHELL & AMG RECYCLING (SAR) PROJECTS SAR – SAGIA Signing Ceremony, November 2019 14
Slide 15: AMG Lithium: The Origin of the Value Chain
XIV AMG LITHIUM: THE ORIGIN OF THE VALUE CHAIN 15
Slide 16: AMG Lithium: The End of the Value Chain
XV AMG LITHIUM: THE END OF THE VALUE CHAIN 16
Slide 17: Double Materiality in Reverse
XVI DOUBLE MATERIALITY IN REVERSE Enabling CO2 Reduction Enterprise Value Enterprise Value Downside Upside Harmful impact on environment (CO2) 17
Slide 18: AMG's Law: Everything that can be recycled will be recycled
VANADIUM,-MOLYBDENUM AND NICKEL—CAMBRIDGE, OHIO &) VANADIUM, MOLYBDENUM AND NICKEL—ZANESVILLE, OHIO This announcement appears as a matter of record. AMG’s LAW: ia “Everything that = can be recycled will be recycled.” AMG ADVANCED METALLURGICAL GROUP N.V. amg-nv.com (—" CHROMIUM
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