Anson Resources Limited · ASX:ASN
Anson Resources — Critical Minerals Conference 2026 (Perth)
14 slides from Anson Resources's conference presentation, May 21, 2026
Slide 1: Green River Lithium Project, Green River, Utah
Anson Resources | A1 Lithium Green River Lithium Project Green River, Utah Critical Minerals Conference Presentation Perth 20 – 21 May, 2026 A1 Lithium’s flagship project, The Green River Lithium Project is in the Paradox Basin, Utah, USA. The Paradox Basin is potentially the largest and most cost-e
Slide 2: Investment Overview | Lowest-Cost US Lithium Supply
A1 Lithium Green River Lithium Project Investment Overview | Lowest-Cost US Lithium Supply • Advanced Development Stage o De-risked, largely permitted lithium carbonate production project in Utah. o Near-term 100tpa demonstration plant, leading to phase-1; 10,000tpa commercial facility • Low-Cost Le
Slide 3: Disclaimer and Important Notice
Disclaimer and Important Notice The information contained in this confidential document ("Presentation") has been prepared by Anson Resources Limited Competent Person’s Statement (the "Company"). It has not been fully verified and is subject to material updating, revision and further amendment. The
Slide 4: Lithium Macro | Positive Fundamental Outlook
Green River Lithium Project Lithium Macro | Positive Fundamental Outlook • Structural lithium demand growth driven by EV penetration and stationary battery storage (BESS), with supply deficit emerging • 190 ktpa Deficit in Domestic Supply in 2030 Canaccord Forecasts Global Lithium Supply Deficit Thr
Slide 5: Resource Update
Green River Resource Update Resource Expansion • JORC Resource estimate increased by 650% 1 o Indicated Resource – 183,000 t lithium carbonate, an 863% increase o Inferred Resource – 590,000 t lithium carbonate, a 602% increase • Higher Lithium Grades Confirmed o Lithium assays range 135-148 ppm o A
Slide 6: Low Capex | Private Land & Existing Infrastructure
Green River Lithium Project Low Capex | Private Land & Existing Infrastructure 6
Slide 7: Resource Geology – Lower Cost
Green River Resource Geology – Lower Cost Less Pumping Cost | Natural Pressure of 4,500 to 6,000 psi UTAH MOUNTAINS North & W est For Illustration Purposes Only 7
Slide 8: Brine Composition – Purity is Supreme
Green River Brine Composition – Purity is Supreme Low Impurity Brine – Lower Processing Costs 8
Slide 9: Engineering Study – Lowest Cost US Project: Key Project Metrics
Green River Lithium Project Engineering Study1 – Lowest Cost US Project Key Project Metrics % Production Total Revenue NPV pre-tax IRR 10,000 tpa $5.2B $1.4B 27% C1 OPEX/t LCE CAPEX Annual EBITDA Project Life $3,837 $569M $216M 20 years 1 See ASX announcement May 19, 2026, Anson Engineering Study Co
Slide 10: Low-Cost US Lithium Supply
Green River Lithium Project Low-Cost US Lithium Supply US Lithium Cost Curve 2035, Source: Benchmark Q1 2026 Forecast 10
Slide 11: Global Lithium Cost Curve 2035
- 2,000 8,000 4,000 6,000 10,000 12,000 14,000 16,000 18,000 - Salar de Atacama (NovAndino Litio) Salar de Atacama (Albemarle) Kt LCE Green River US$/t LCE Olaroz 500 Mariana Qarhan (China Salt Lake) Hell's Kitchen Sal de Vida South West 1,000 Dahongliu Hombre Muerto West Kachi Greenbushes 1,500 Bal
Slide 12: Strategic Cooperation with POSCO Holdings
Strategic Cooperation with POSCO Holdings Demonstration Plant Advancing Toward Commercial Validation Major Strategic Milestone Achieved 1 • Board approved terms, definitive agreement expected to be signed before end of Q2 2026 • Demonstrates strong technical validation of Green River Lithium Project
Slide 13: Major Milestones Accomplished
Green River Lithium Project Major Milestones Accomplished • Binding Demonstration Plant terms for Green River Utah. POSCO to fully fund, design, construct and operate a continuous Direct Lithium Extraction (“DLE”) Demonstration Plant • Definitive offtake agreement signed for 40% of projected output
Slide 14: Key Catalysts
Green River Lithium Project Key Catalysts 2026 2027 2028+ ENGINEERING AND DEMONSTRATION PLANT CONSTRUCTION FULL SCALE PRODUCTION PHASE 1 FULL SCALE PRODUCTION Phase 1 INITIATE PHASE 2 - MODULAR EXPANSION $30M | 100 tpa $569M | 10,000 tpa Resource Resource • Exploration drilling targeting 1.1 M t LCE
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