Novonix Ltd · ASX:NVX
Novonix — Shareholder Meeting (April 2023)
16 slides from Novonix's shareholder meeting presentation, Apr 5, 2023
Slide 1: Set for Growth
Set for Growth Annual General Meeting, April 2023
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: Providing Revolutionary Solutions to the Battery Industry
Providing Revolutionary Solutions to the Battery Industry Investment Highlights Leading North American battery materials and technology Company with lower carbon footprint Large and growing market for battery materials supported by localization efforts Anode material facility capacity advancing and
Slide 4: Leading U.S. Battery Materials and Technology Development Company
Leading U.S. Battery Materials and Technology Development Company bf Providing Revolutionary Clean Energy Solutions to the Battery Industry Leading U.S.-based Supplier of Developing New Applications Synthetic Graphite Anode and Partnerships Utilizing Dry Material Cathode Technology Advanced Battery
Slide 5: Capitalizing on the Growth Opportunity
Capitalizing on the Growth Opportunity The Opportunity Focus on developing technologies and materials that are needed for long-life high-performance battery applications such as electric vehicles and energy storage systems Increased Demand Global synthetic graphite demand for electric vehicles and e
Slide 6: NOVONIX Proprietary Graphitization Process Leads the Clean Energy Transformation
NOVONIX Proprietary Graphitization Process Leads the Clean Energy Transformation Environmental Life Cycle Assessment (LCA)1 on NOVONIX process demonstrated a ~60% decrease in global warming potential (GWP) relative to conventional anode grade synthetic graphite and a 30% decrease compared to natural
Slide 7: Our Leadership and Board of Directors
Our Leadership and Board of Directors Leadership Team Scientific & Technical Advisors Dr. Chris Burns Nick A. Liveris Rashda Buttar Danny Deas Darcy Macdougald Christopher York Suzanne Yeates Dr. Jeff Dahn Dr. Mark Obrovac Chief Executive Officer Chief Financial Officer Chief Legal and President | N
Slide 8: NVX Plays a Critical Role in the Lithium-Ion Battery Value Chain
NVX Plays a Critical Role in the Lithium-Ion Battery Value Chain Materials & Cell Raw Material Battery Cell/Pack EV & ESS Mining Component Recycling Processing Production Production Production Anode Materials Energy Storage Partnership Cathode Materials Visibility across the entire battery value cha
Slide 9: Localization Impact Expectation on Graphite Pricing yet to Materialize
Localization Impact Expectation on Graphite Pricing yet to Materialize Lithium vs. Graphite Pricing Graphite Pricing Tailwinds Lithium: +734% Factors impacting future prices include Syn. Graphite: +14% Nat. Graphite: -11% the impact of market localization, security of domestic supply premiums, tax c
Slide 10: U.S. Legislation Providing Direct Support to NOVONIX’s Business Plan
U.S. Legislation Providing Direct Support to NOVONIX’s Business Plan In August 2017, the Office of the United States Trade Representative (USTR) launched an investigation into China’s allegedly unreasonable and discriminatory trade practices under Section 301 of the Trade Act of 1974. The tariff e
Slide 11: Phased Growth Plan Matches Customer Demands
Phased Growth Plan Matches Customer Demands North American Anode Market Share(1): 0.5% 10% 16% Phase 3: Greenfield #1 & #2 150K Tonne / Yr(2) NOVONIX N.A. Capacity / tonnage phased Phase 2: Greenfield #1 growth 40K Tonne / Yr (2,3) Phase 1: Riverside (2,3) 3K Tonne / Yr KORE Power KORE + Tier 1 Port
Slide 12: NOVONIX Anode Materials Phase 2: Greenfield Site Selection Underway
NOVONIX Anode Materials Phase 2: Greenfield Site Selection Underway Greenfield Plan Overview Proposed Site Rendering A new Greenfield facility is planned to support an initial 30,000 tonnes per annum (tpa) of production capacity by 2025, with potential to expand up to 75,000 tonnes capacity Site
Slide 13: NOVONIX Enters Joint Venture with TAQAT Development
NOVONIX Enters Joint Venture with TAQAT Development Agreement Enhances Revenues and Secures Low-cost Input NOVONIX has agreed to form a Joint Venture (JV) in the Kingdom of Saudi Arabia to produce high-performance synthetic graphite JV will undertake FEED Study for the facility Chris Burns comme
Slide 14: Cathode Cycle Performance Similar to Commercial Material
Cathode Cycle Performance Similar to Commercial Material Full Cell Cycling Performance of NOVONIX Single Crystal NMC622 Enhanced Production Process Yields Consistent Performance 1 Normalized electrochemical results in 1Ah pouch 0.98 cell show that NOVONIX NMC622 has 0.96 comparable electrochemical
Slide 15: Goals for the Future of NOVONIX
Goals for the Future of NOVONIX Scaling anode materials Cathode technology supported by production capacity to 150K tpa our propriety dry processing Recognized Battery Highly developed IP with Technology Leader leading market positions Forefront of Foresee strong cash flow Product Innovation generat
Slide 16: Contact Information
Contact Information NOVONIX Anode Materials NOVONIX Battery Technology Solutions 1029 West 19th Street, 177 Bluewater Road Chattanooga, TN Bedford, NS 37408 B4B 1H1 USA Canada 353 Corporate Place 110 Simmonds Drive Chattanooga, TN, Dartmouth, NS 37419 B3B 1N9 USA Canada This presentation has been au