Slide 1: Media Release: Investor Presentation
MEDIA RELEASE For Immediate Release 27 June 2025 Investor Presentation The attached presentation has been delivered to investors in New York, the Middle East and South Asia. For personal use only ABOUT QUANTUM GRAPHITE LIMITED QGL is the owner of the Uley flake graphite mineral deposits located sout
Slide 2: The Future of Graphite: The New US Flake Graphite Supply Chain
THE FUTURE OF GRAPHITE For personal use only THE NEW US FLAKE GRAPHITE SUPPLY CHAIN JUNE 2025 "Our national and economic security are now acutely threatened by our reliance upon hostile foreign powers’ mineral production. It is imperative for our national security that the United States take immedia
Slide 3: Problems, Threats: China share of refined minerals
PROBLEMS, THREATS... Global Critical Minerals Outlook 2025 [Extract] For refined material production, China is the leading producer for nearly all of the 20 minerals For personal use only analysed and has an average market share of around 70% 100% Share of top producer of refined energy-related stra
Slide 4: Problems, Threats: Supply concentration of mined minerals
PROBLEMS, THREATS... Global Critical Minerals Outlook 2025 [Extract] Over 40% of strategic minerals have a single top producer accounting for more than half of For personal use only global production, highlighting significant supply concentration risks 100% Share of top producer of mined energy-rela
Slide 5: U.S. Response: EXIM Supply Chain Initiative
U.S. RESPONSE EXIM is launching the Supply Chain Initiative (SCRI) to help secure supply chains of critical For personal use only minerals and rare earth elements for U.S. businesses. This will significantly enhance EXIM's support for U.S. jobs in sectors where these materials are integral. PRC mark
Slide 6: U.S. Response: Countervailing Duty on Anode Material
U.S. RESPONSE Federal Notice Register [Extract] Preliminary Affirmative Determinations in the Countervailing Duty Investigations of Active Anode Material from the People's Republic of China [Extract] For personal use only Exporter/Producer Subsidy Rate (percent) 712.03* 721.03* // 5
Slide 7: Australia's Role
AUSTRALIA'S ROLE... Global Critical Minerals Outlook 2025 [Extract] Australia is a major player in global critical mineral supply chains, strategically deploying For personal use only finance to build domestic supply chains and promoting strong sustainability practices Supply and investment snapshot
Slide 8: South Australia - The Scalable Critical Minerals Solution
SOUTH AUSTRALIA - THE SCALABLE CRITICAL MINERALS SOLUTION South Australia contains 66% of Australia’s confirmed graphite resources (Department for Energy and Mining 2022). Statewide there are >60 recorded graphite occurrences, with the most significant region being the MUSGRAVE PROVINCE Eastern Eyre
Slide 9: The Ongoing Challenge
THE ONGOING CHALLENGE Global Critical Minerals Outlook 2025 [Extract] Outlook: Graphite is one of the materials that are most exposed to Potential North American Supply Sources potential supply risks, requiring urgent efforts for diversification For personal use only Mining North America may also pr
Slide 10: The Future of Graphite: First U.S. Centric Natural Graphite Supply Chain
For personal use only THE FUTURE OF GRAPHITE DELIVERING GLOBAL SCALE TO THE USA IN PURIFIED GRAPHITE/ANODE PRECURSOR MATERIAL DEVELOPMENT OF THE FIRST U.S. CENTRIC NATURAL GRAPHITE SUPPLY CHAIN Australian Raw Material Supply U.S. Process and Refining Commercialisation and Sales
Slide 11: Australian Raw Material Supply: Large Scale Multi Decade Resource
AUSTRALIAN RAW MATERIAL SUPPLY LARGE SCALE MULTI DECADE GRAPHITE RESOURCE 50+ YEARS FLAKE GRAPHITE SUPPLY A multi-generational and scalable supply of flake graphite positioned to exert control over the supply of flake graphite to the USA (ex-China) LFP EV BAM. For personal use only LONG TERM U.S. PA
Slide 12: Australian Raw Material Supply: 50+ Years Flake Graphite Supply
AUSTRALIAN RAW MATERIAL SUPPLY 50+ YEARS FLAKE GRAPHITE SUPPLY The Uley Mines comprise several discrete, highly mineralised envelopes all located within a 1200-metre radius representing a potential certified resource of more than 5 million tonnes of natural flake – equivalent to 15 times the annual
Slide 13: Beyond Uley Region
AUSTRALIAN RAW MATERIAL SUPPLY 50+ YEARS FLAKE GRAPHITE SUPPLY BEYOND ULEY REGION 550.0k 552.5k 555.0k 557.5k 560.0k 562.5k 565.0k The Uley Mines (Near Term Resource Expansion) Plan represents approximately 20% of the total graphite potential in mineral tenements. 615.0k 615.0k RL 66 CT MIN RL 67 Y
Slide 14: The Future of Graphite: First U.S. Centric Natural Graphite Supply Chain
For personal use only THE FUTURE OF GRAPHITE DELIVERING GLOBAL SCALE TO THE USA IN PURIFIED GRAPHITE/ANODE PRECURSOR MATERIAL DEVELOPMENT OF THE FIRST U.S. CENTRIC NATURAL GRAPHITE SUPPLY CHAIN Australian Raw Material Supply U.S. Process and Refining Commercialisation and Sales
Slide 15: Process and Refining: Core Facilities
PROCESS AND REFINING END-TO-END PROCESS FLOW INCLUDING PLANT AND LOGISTICS OPERATIONS CORE FACILITIES ESTABLISHING END-T0-END ASEAN CENTRIC SUPPLY CHAIN The Sunlands Pure integrated processing and refining operations create an end-to-end supply chain supporting an high purity graphite (HPG) hub, ens
Slide 16: Process and Refining: Concentrator and Refinery Steps
PROCESS AND REFINING END-TO-END PROCESS FLOW INCLUDING PLANT AND LOGISTICS OPERATIONS CONCENTRATOR REFINERY QGL mines and crushes graphite ore and delivers it to the ROM Pad Concentrate is transported from the Sunlands Pure Concentrator to supplying the Sunlands Pure Concentrator. Monthly ROM feed i
Slide 17: Concentrator Flow Sheet
PROCESS AND REFINING END-TO-END PROCESS FLOW INCLUDING PLANT AND LOGISTICS OPERATIONS CONCENTRATOR PRIMARY MILLING AND FLASH FLOAT For personal use only SCALABLE CONCENTRATOR FLOW SHEET SEQUENTIAL POLISHING AND FLOTATION DRYING AND BAGGING QUANTUM GRAPHITE SUNLANDS PURE // 16
Slide 18: Refinery Flow Sheet
PROCESS AND REFINING END-TO-END PROCESS FLOW INCLUDING PLANT AND LOGISTICS OPERATIONS REFINERY GRAPHITE For personal use only VENT GAS SCRUBBING ACID LEACHING & FILTRATION HYDROFLUORIC ACID FILTRATE DEMIN WATER GRAPHITE FILTRATION GRAPHITE FILTRATION SCALABLE REFINERY FLOW SHEET DEMIN WATER GRAPHITE
Slide 19: The Future of Graphite: First U.S. Centric Natural Graphite Supply Chain
For personal use only THE FUTURE OF GRAPHITE DELIVERING GLOBAL SCALE TO THE USA IN PURIFIED GRAPHITE/ANODE PRECURSOR MATERIAL DEVELOPMENT OF THE FIRST U.S. CENTRIC NATURAL GRAPHITE SUPPLY CHAIN Australian Raw Material Supply U.S. Process and Refining Commercialisation and Sales
Slide 20: Commercialisation and Sales: Ex-China Supply Chain
COMMERCIALISATION AND SALES CHINA ESTABLISHED AS THE OVERWHELMING DOMINANT SUPPLIER “This is a pivotal moment in the US graphite sector, with the US aiming to de-risk from China and become more self-sufficient in the graphite space, particularly for battery-grade materials,” Bennett said. “The combi
Slide 21: Battery Pack Price Impact of Mineral Price Shocks
COMMERCIALISATION AND SALES CHINA ESTABLISHED AS THE OVERWHELMING DOMINANT SUPPLIER ESTABLISHING CONTROL OVER THE EMERGING EX-CHINA SUPPLY CHAIN A battery mineral price shock could increase global average battery pack prices by 40-50% resulting in higher prices for consumers… For personal use only B
Slide 22: Battery Cell Cost by Region at Graphite Price Levels
COMMERCIALISATION AND SALES CHINA ESTABLISHED AS THE OVERWHELMING DOMINANT SUPPLIER ESTABLISHING CONTROL OVER THE EMERGING EX-CHINA SUPPLY CHAIN … and dramatically reducing manufacturing competitiveness, widening the battery manufacturing cost gap with China from 40-50% to 70% for Europe and the Uni
Slide 23: Pricing Guidance, Existing Offtake and Market Strategy
COMMERCIALISATION AND SALES PRICING GUIDANCE, EXISTING OFFTAKE AND MARKET STRATEGY ESTABLISHING CONTROL OVER THE EMERGING EX-CHINA SUPPLY CHAIN Forecast Concentrate Prices - Unprecedented Upside Binding Offtake Commodity Prices Agreement (US$/t) gC 2022 2023E 2024E 2025E 2026E 2027E 2028E 2029E 2030