Amg Critical Materials N.v. · EURONEXT:AMG
Amg Critical Materials — Shareholder Meeting (May 2023)
15 slides from Amg Critical Materials's shareholder meeting presentation, May 2023
Slide 1: Critical Materials for a Sustainable Planet
CRITICAL MATERIALS FOR A SUSTAINABLE PLANET CEO Presentation | Annual General Meeting May 2023 AMG ADVANCED METALLURGICAL GROUP N.V. Lithium Hydroxide Battery-Grade Refinery – Bitterfeld, Germany 1
Slide 2: 2022 AMG Safety
2022 AMG SAFETY 2.0 AMG'S RECORDABLE AND LOST TIME RATES 1.68 1.46 1.5 1.31 1.23 1.04 1.05 1.08 0.95 1.0 0.82 0.8 0.58 0.62 0.46 0.5 0.39 0.0 2016 2017 2018 2019 2020 2021 2022 RECORDABLE RATE LOST TIME RATE 2
Slide 3: Revenue & EBITDA: 2019 – 2022
REVENUE & EBITDA: 2019 – 2022 (IN MILLIONS OF US DOLLARS) Revenue EBITDA $1,643 $343 $1,189 $1,205 $937 $137 $121 $67 2019 2020 2021 2022 COVID year 3
Slide 4: The Role of Lithium
THE ROLE OF LITHIUM (IN MILLIONS OF US DOLLARS) AMG Non-Lithium AMG Lithium $1,643 $378 $1,205 AMG Lithium $158 generated 63% of AMG’s 2022 EBITDA $1,265 $1,047 $343 $137 $216 $26 $111 $127 2021 Sales 2021 EBITDA 2022 Sales 2022 EBITDA 4
Slide 5: Spodumene Production Expansion (SP1+)
SPODUMENE PRODUCTION EXPANSION (SP1+) 5
Slide 6: Lithium Hydroxide BG Refinery in Germany – Status
LITHIUM HYDROXIDE BG REFINERY IN GERMANY – STATUS 6
Slide 7: Elon Musk urges entrepreneurs 'please refine lithium'
ELON MUSK URGES ENTREPRENEURS 'PLEASE REFINE LITHIUM' AS EVS FACE CHOKE POINT "The choke point is much more on refining capacity than it is on mining. Lithium is actually is very common throughout the world, including in the US," Musk said on Tesla's earnings call. "It's much more a question of wher
Slide 8: Technical Grade (TG) Lithium Chemical Plant
TECHNICAL GRADE (TG) LITHIUM CHEMICAL PLANT 8
Slide 9: Developing Additional Resources – Zinnwald Lithium, Germany
DEVELOPING ADDITIONAL RESOURCES – ZINNWALD LITHIUM, GERMANY 9
Slide 10: AMG Vanadium
AMG VANADIUM Zanesville Cambridge 10
Slide 11: Supercenter
SUPERCENTER Project 4: Mass Energy Storage Technology Provider: AMG LIVA Project 1: Gasification Ash Project 2: Spent Catalyst Project 3: Fresh Catalyst Technology Provider: AMG Technology Provider: Manufacturing AMG Technology Provider: Shell Catalysts & Technologies 11
Slide 12: AMG Critical Materials Technologies
AMG CRITICAL MATERIALS TECHNOLOGIES Order Intake ($M) $350 $300 $287 $250 $209 $200 $150 $100 $50 $0 2021 2022 Thermal Barrier Coater (TBC) 12
Slide 13: AMG LIVA
AMG LIVA 13
Slide 14: AMG Drives CO2 Reduction
AMG DRIVES CO2 REDUCTION AMG Operational and Customer Enabled Emissions (in million tons of CO2e) CO2 Emissions 4.6 4.6 4.2 0.2 0.3 0.2 0.2 0.2 0.2 2020 2021 2022 Avoided CO2 Emissions (56.6) (79.0) (99.0) Scope 1 Scope 2 Scope 3 Scope 4 *Scope 3 emissions are estimated 14
Slide 15: Everything that will be recycled.
LIVA BATTERY LITHIUM LAB LITHIUM HYDROXIDE – BITTERFELD, GERMANY This announcement appears as a matter of record. ENGINEERING – HANAU, GERMANY AMG’s LAW: “Everything that can be recycled will be recycled.” MELTSHOP – ZANESVILLE, OHIO AMG ADVANCED METALLURGICAL GROUP N.V. amg-nv.com 15 VANADIUM, MOLY
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