Novonix Ltd · ASX:NVX
Novonix — Shareholder Meeting (October 2022)
19 slides from Novonix's shareholder meeting presentation, Oct 26, 2022
Slide 1: 2022 AGM
For personal use only 2022 AGM
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 157 690 830) (“the Company” or “NOVONIX”) solely for information purposes and the Company is solely responsible for the contents of this Presentation. It is
Slide 3: NOVONIX Investment Highlights
TOC TOC NOVONIX Investment NOVONIXHighlights Investment Highlights For personal use only NOVONIX Year in Review Our proprietary process technology and capabilities across the value chain drive innovation and commercial opportunities Commercial Progress Government Tailwinds We develop and suppl
Slide 4: NOVONIX Notable Milestones
NOVONIX Notable Milestones For personal use only 09 Aug 2021: Phillips 66 6 June 2022: NOVONIX and announced US$150m 19 Jan 2022: Phillips 66 and Emera Technologies launch strategic investment in NOVONIX sign Technology the first microgrid battery 19 Oct 2022: Recipient of 01 Feb 2022: American NOVO
Slide 5: NOVONIX Continues to Progress from 'Win' to 'Win' in its Commercialization Plan
NOVONIX Continues to Progress from ‘Win’ to ‘Win’ in its Commercialization Plan For personal use only 2017: BTS enabling NAM to accelerate sampling of anode product 2019: Foundational Agreements and Strategic Relationships Jan 2022: Largest US based battery grade synthetic graphite contract signed w
Slide 6: Battery Manufacturers and Auto OEMs Have Announced New Gigafactories
Battery Manufacturers and Auto OEMs Have Announced New Gigafactories to Support North American EV and ESS Growth North American Battery Initiatives Key Observations For personal use only Over 800 GWh across 55 manufacturing plants planned planned in North America Announcements for new plants wit
Slide 7: U.S. Legislation is Providing Direct Support to NOVONIX's Business Plan
U.S. Legislation is Providing Direct Support to NOVONIX’s Business Plan Inflation Reduction Act of 2022 ("IRA") includes an estimated $369 billion in investments related to "climate change and energy security“, For personal use only including tax and other incentives to promote US production of el
Slide 8: NOVONIX Selected as Recipient of US$150 million in DOE Grant Funding
NOVONIX Selected as Recipient of US$150 million in DOE Grant Funding Department of Energy Grant Funding For personal use only A total of $7 billion in grant funding under President Biden’s Bipartisan Infrastructure Law (BIL) has been appropriated to strengthen the North American battery supply cha
Slide 9: Phased Growth Plan Underway for NOVONIX Anode Materials
Phased Growth Plan Underway for NOVONIX Anode Materials Global Market Share(1): 0.8% 0.8% 1.9% For personal use only Phase 2: Greenfield #1 & #2 150K Tonne / Yr(2) Volume / tonnage phased growth Phase 2: Greenfield #1 40K Tonne / Yr (2) Phase 1: Riverside (2) 10K Tonne / Yr 2023 2025 2030 Anode Mate
Slide 10: NOVONIX Anode Materials is Executing on its Phase Growth Plan
NOVONIX Anode Materials is Executing on its Phase 1 Growth Plan For personal use only 6 Oct 2022: Launched the NOVONIX Institute of 28 July 2021: Purchased Q4 2022: Ordered additional Advanced Battery Purchased ‘Riverside’‘Riverside’ a 400,000+on July Q4 2022: Completed all furnaces and supporting T
Slide 11: NOVONIX Anode Materials Phase 2: Greenfield Site Selection Underway
NOVONIX Anode Materials Phase 2: Greenfield Site Selection Underway Greenfield Plan Overview Site Rendering For personal use only NAM is planning a new greenfield facility to support an initial 30,000 tonnes per annum (tpa) by 2025, with potential to expand up to 75,000 tonnes Site selection pro
Slide 12: Battery Technology Solutions (BTS) and Cathode Activities
Battery Technology Solutions (BTS) and Cathode Activities Battery Technology Solutions Activities Cathode Synthesis Technology Activities For personal use only Completed year on target for growth in hardware sales and Expanding internal cathode development team and capabilities service revenue
Slide 13: Contact Information
Contact Information NOVONIX Anode Materials NOVONIX Battery Technology Solutions For personal use only 1029 West 19th Street, Chattanooga, TN, 37408, USA 177 Bluewater Road, Bedford, NS B4B 1H1, Canada 353 Corporate Place, Chattanooga, TN, 37419, USA 110 Simmonds Drive, Dartmouth, NS B3B 1N9, Canada
Slide 14: Appendix
For personal use only APPENDIX
Slide 15: NOVONIX's Proprietary Graphitization Process is Leading the Clean Energy Transformation
NOVONIX’s Proprietary Graphitization Process is Leading the Clean Energy Transformation For personal use only Inputs Process Outputs Clean Power Sources1 Proprietary Furnace Technology NOVONIX’s Anode Materials Support Energy input 57% carbon-free (15% Increased energy efficiency Higher Pe
Slide 16: Secretary of Energy Jennifer Granholm Celebrates NOVONIX's New Riverside Facility
Secretary of Energy, Jennifer M. Granholm Celebrates NOVONIX’s New Riverside Facility Key Observations For personal use only Purchased on July 28th, 2021, this 400,000+ square-foot plant will allow for 10,000 tonnes per year of synthetic graphite anode material production by 2023 On November 22n
Slide 17: Strategic Relationship with KORE Power
Strategic Relationship with KORE Power Highlights of Agreements For personal use only • KORE Power is a leading US based developer of battery cell technology for clean energy industries • NOVONIX and KORE Power have worked together since 2019 through NOVONIX’s BTS division to improve and validate KO
Slide 18: Mr. Akerson Joins Board of Directors
Mr. Akerson Joins Board of Directors About Mr. Akerson For personal use only Mr. Akerson has served as an executive and director for multiple Fortune 100 companies, including as the former Chairman and Chief Executive Officer of General Motors from 2010 to 2014. Under his leadership, the company
Slide 19: Mr. Edmonds Joins Board of Directors
Mr. Edmonds Joins Board of Directors About Mr. Edmonds For personal use only Mr. Edmonds is a highly accomplished finance executive, currently serving as Chief Accounting Officer at Dow, a $55 billion global materials science company. In that role, he spearheaded all financial activity supportin