Vulcan Energy Resources Ltd. · ASX:VUL
Vulcan Energy Resources — Technical Presentation (April 2025)
20 slides from Vulcan Energy Resources's technical presentation, Apr 4, 2025
Slide 1: Adsorption-Type Direct Lithium Extraction (A-DLE) Summary Presentation
Q2 2025 ADSORPTION-TYPE DIRECT LITHIUM EXTRACTION ASX/FSE:VUL (A-DLE) SUMMARY PRESENTATION
Slide 2: Disclaimer
DISCLAIMER1 Disclaimer, acknowledgement and agreement. Vulcan, to the maximum extent permitted by law, expressly excludes and disclaims all liability (including, without limitation, any liability arising out of fault or negligence on the part of any person) for any direct, indirect, consequential or
Slide 3: Lithium Market and Background to A-DLE
LITHIUM MARKET AND BACKGROUND TO A-DLE 3
Slide 4: The implementation of direct lithium extraction technologies
“The implementation of direct lithium extraction technologies has the potential to significantly increase the supply of lithium from brine projects (much like shale did for oil), nearly doubling lithium production on higher recoveries and improving project returns, though with the added bonus of off
Slide 5: A New Wave of Lithium Is Building
A NEW WAVE OF LITHIUM IS BUILDING Defined by low cost, scalable, high-purity, and sustainable lithium production from brines using adsorption-type direct lithium extraction (A-DLE) technology Direct Lithium Extraction: A Game-Changer for Mining As the lithium market matures into its next phase of gr
Slide 6: Planned Chinese Restrictions on the Export of A-DLE Technology
PLANNED CHINESE RESTRICTIONS ON THE EXPORT OF A-DLE TECHNOLOGY Vulcan intends to capitalise on restrictions from China on the export of A-DLE technology and know-how, as one of only a few Western companies globally with this technology in-house Exclusive: Chinese lithium company halts tech exports A
Slide 7: Commercial A-DLE Lithium Production Is Rapidly Expanding Globally
COMMERCIAL A-DLE LITHIUM PRODUCTION IS RAPIDLY EXPANDING GLOBALLY ARGENTINA – RIO TINTO HOMBRE MUERTO A-DLE PLANT CHINA – EVEBATTERY A-DLE PLANT 7 ARGENTINA – ERAMET CENTENARIO-RATONES A-DLE PLANT CHINA - ZANGGE MINERAL A-DLE PLANT
Slide 8: Lithium Extraction Using A-DLE - How It Works
: LITHIUM EXTRACTION USING A-DLE - HOW IT WORKS1 The A-DLE process uses specifically designed sorbents to selectively remove lithium chloride from brine Step 1: Lithium chloride chemically binds to the adsorbent Step 2: Lithium chloride stripped, washed, and discharged from the adsorbent Sorbent Sor
Slide 9: Lithium Extraction via Ponds vs. A-DLE
: LITHIUM EXTRACTION VIA PONDS VS. A-DLE A-DLE offers enhanced recovery and faster time to market (reducing from years to hours) compared to legacy processes Legacy pond process1 A-DLE & electrolysis process1, using Lead Time 9 to 18-24 Lead Time 1 day 5 hours months 1 day 30 to 50 days Hours to day
Slide 10: Well-Positioned Western A-DLE Supply Chain
: WELL-POSITIONED WESTERN A-DLE SUPPLY CHAIN China dominates A-DLE technology; limited western options currently exist Global lithium projects that use, or plan to use, proprietary A-DLE technology Project Origin of Company Project A-DLE adsorbent provider location adsorbent Rio Tinto Fénix / Rincon
Slide 11: VULSORB A-DLE Technology
VULSORB® A-DLE TECHNOLOGY 11
Slide 12: High-Performance A-DLE Technology with a Western Supply Chain
: HIGH-PERFORMANCE A-DLE TECHNOLOGY WITH A WESTERN SUPPLY CHAIN ✓ Superior extraction rate: > 95%. ✓ High adsorption capacity: 3 g/l, porous structure of the extraction material enables high surface area and adsorption capacity ✓ Main inputs for operation: heat and salinity, naturally occurring in
Slide 13: Testwork and Optimisation
: TESTWORK AND OPTIMISATION Vulcan has spent years developing, testing, optimising and continuously improving VULSORB® Full laboratory facilities Pilot plants Optimisation plants ✓ One campaign of (Karlsruhe) (Landau) (Landau and Industrie-Park Höchst) 1,000 non-stop cycles, with VULSORB® at ✓ Techn
Slide 14: Europe's First Fully Domestic Lithium Chemicals Supply Chain
: EUROPE’S FIRST FULLY DOMESTIC LITHIUM CHEMICALS SUPPLY CHAIN Combined €60m investment by Vulcan in two optimisation / qualification plants Vulcan’s operational lithium extraction optimisation plant (“LEOP”) Vulcan’s operational central lithium electrolysis optimisation plant (“CLEOP”) • High-quali
Slide 15: Sustainability Benefits
: SUSTAINABILITY BENEFITS A-DLE is engineered to have industry-leading environmental performance, significantly lowering the environmental footprint for lithium production Sustainability benefits of VULSORB® A-DLE technology compared to traditional methods of lithium production1 A-DLE can draw on na
Slide 16: Potential Licencing Structures
: POTENTIAL LICENCING STRUCTURES Vulcan is aiming to leverage its technology to gain exposure to other projects, by supporting selected partners in other jurisdictions with technology licensing, where there is no competition with Vulcan’s own projects Vulcan’s three-step approach for licensing its V
Slide 17: Key Markets
: KEY MARKETS Vulcan has experienced increasing interest from technology agnostic A-DLE partners for VULSORB® ▪ Vulcan has experienced a material increase in number of inbound enquiries, confirming the visibility and market reputation of VULSORB®. VULSORB® technology testwork and production faciliti
Slide 18: http://v-er.eu
@VulcanEnergyRes http://v-er.eu
Slide 19: Appendix 1: Disclaimer
APPENDIX 1: DISCLAIMER No investment or financial product advice. This Presentation, and the information provided in it, does not constitute, and is not intended to constitute, financial product or investment advice, or a recommendation to acquire Vulcan Shares, nor does it constitute, and is not in
Slide 20: Appendix 1: Disclaimer Cont.
APPENDIX 1: DISCLAIMER CONT. Ore Reserves and Mineral Resources Reporting. It is a requirement of the ASX Listing Rules that the reporting of ore reserves and mineral resources in Australia comply with the Joint Ore Reserves Committee's Australasian Code for Reporting of Mineral Resources and Ore Re
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