Ses Ai Corporation · NYSE:SES

Ses Ai — Ivanhoe Capital Acquisition — SPAC Merger (November 2021)

30 slides from Ses Ai's SPAC merger presentation, Nov 4, 2021

  1. Slide 1: SES

    @SES

  2. Slide 2: Industry going through its biggest energy transition in 100 years

    ing through its biggest ene ecioni in 100 years

  3. Slide 3: Automakers commit to zero-emission vehicles

    8 ¢@ 6B {GM wil only sell zerosemission vehicles by 2035 Ford wil invest $29 Billion into EVs and Vs 'by 2025, aiming to be carbon neutral by 2050 Toyota aims for 7036 of vehicle sales to be from Vs and invest $13 billon in EV batteries by 2030. Hyundai plans to fully elect its lineup in alobal mark

  4. Slide 4: Lighter, smaller batteries

    Ughter whikg 800 1.000 wrt ‘smaller = <— e@ oe /-@- (a 1890s @ ~

  5. Slide 5: Slide 5

  6. Slide 6: Pouch Cathode Separator Anode

    Pouch Cathode Separator Anode

  7. Slide 7: Conventional Li-ion vs All-Solid-State vs SES Hybrid Li-Metal

    Conventional Li-ion Anode Separator Cathode Energy Di y enemy All-Solid-State Li-Metal J Energy Density % Manufacturability SES Hybrid Li-Metal Energy Density J Manufacturability

  8. Slide 8: Slide 8

  9. Slide 9: Solid state and liquid electrolyte evolution

    1 Solid state Safe but poor performance, energy density and manufacturability 2000 New liquid High concentration, solvent-in-salt, safe and stable on lithium metal e 2010

  10. Slide 10: Safety software

    Safety gj software

  11. Slide 11: Before After

    Before After

  12. Slide 12: Conventional Lithium-ion vs SES Proprietary High Concentration Electrolyte

    Conventional Lithium-ion SES Proprietary High Concentration Electrolyte: Solvent-in-Salt Electrolyte: x Flammable Se t 3S

  13. Slide 13: Hermes, Apollo, Avatar

    Hermes Apollo Avatar Platform for Engineering Al-powered safety new material capability for large software to monitor development automotive cells battery health

  14. Slide 14: Slide 14

  15. Slide 15: C-rate performance across temperatures

    Crate + 30°C = -20°C # 10°C = 0°C = 25°C = 40°C

  16. Slide 16: Time [minutes]

    N 40 a 20 38 ° 37 ° a 4 6 8 10 2 Time [minutes]

  17. Slide 17: Nail Penetration, Overcharge, Short Circuit, Thermal Stability: Passed

    Nail Penetration: 4 PASSED Overcharge: 4/ PASSED External Short Circuit: / PASSED Thermal Stability: / PASSED

  18. Slide 18: Slide 18

  19. Slide 19: SES

    @SES

  20. Slide 20: Slide 20

  21. Slide 21: Energy density and discharge performance

    8 0.982 k g 417 Wh/kg 935 Whit. /oltage (V) = Capacity (Ah) -C/\Odischarge = C/3 discharge 8 - 1C discharge

  22. Slide 22: 100Ah Cell Production

    100Ah Cell Production

  23. Slide 23: Dangerous Cycle

    Dangerous Cycle wt Se ee ——

  24. Slide 24: Hermes, Apollo, Avatar

    O Hermes Platform for new material development Apollo Engineering at Avatar Al-powered safety automotive cells battery health

  25. Slide 25: Hermes, Apollo, Avatar

    Hermes Apollo Avatar

  26. Slide 26: Hybrid Li-Metal

  27. Slide 27: SES Shanghai Giga, 2024

    SES 60, Shanghai 000 saft @ses SES Shanghai Giga 300,000 sqft @ses 2024

  28. Slide 28: SES Shanghai Giga

    SES Shanghai Giga

  29. Slide 29: Slide 29

  30. Slide 30: About SES and Ivanhoe Capital Acquisition Corp.

    About SES SES Holdings Pte. Ltd (“SES”) is a global leader in development and initial production of high-performance Li-Metal rechargeable batteries for electric vehicles (EVs) and other applications. Founded in 2012, SES is an integrated Li-Metal battery manufacturer with strong capabilities in mat

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