NOVONIX Ltd · ASX:NVX
NOVONIX — Investor Presentation (June 2020)
17 slides from NOVONIX's investor presentation, Jun 12, 2020
Slide 1: What's Next? Novonix's Technology Roadmap
10 µm For personal use only NOVONIX LIMITED (ACN 157 690 830) WEBINAR PRESENTATION SC-622 WHAT’S NEXT? Novonix’s Technology Roadmap 12 JUNE 2020 NOT FOR DISTRIBUTION OR RELEASE IN THE UNITED STATES
Slide 2: Renewables and Green Energy Demand Driving Battery Materials Growth 10x by 2030
Renewables and Green Energy Demand Driving Battery Materials Growth 10x by 2030 More Electric Vehicles More Batteries More Battery Materials For personal use only EV Sales, Millions Annual Lithium-Ion Battery Demand, GWh Materials Demand, Thousand Metric Tons 100 2,000 8,000 1,800 7,000 80 1,600 1,4
Slide 3: Company Overview
Company Overview For personal use only • NOVONIX Limited (ASX: NVX) • Investigating application for listing on the North American OTC Market: OTCQX® Best Market Cathode Materials • Founded in 2013 & acquired in 2017 • JV founded in 2017, fully acquired 2019 • Coming soon • Technology accelerates R&D
Slide 4: The Quest for the Million-Mile Battery
The Quest for the Million-Mile Battery Million-Mile Battery requires three critical elements: For personal use only Requirement NOVONIX Long-life • PUREgraphite Anode – developed & scaling Anodes Long-life • NOVONIX DPMG Single Crystal Cathode – Cathodes under development, IP filed Long-life • NOVON
Slide 5: Group Technology Roadmap
Group Technology Roadmap 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 For personal use only Phase Status 1 HPC tech now sold to tier 1 battery markers and OEMs in 15 countries including PANASONIC, CATL, HPC R&D Acceleration Technology SAMSUNG 2 DTA technology now provided to select tier 1 batte
Slide 6: Why Customers Want NOVONIX Anode Material (1 of 2)
Why Customers Want NOVONIX Anode Material (1 of 2) Key Customer Decision Drivers for Synthetic Graphite Anode Material For personal use only Performance NOVONIX Chinese Japanese We Deliver the Performance Required Measures Why Important PUREgraphite Synthetic Synthetic Natural • Improved coulombic e
Slide 7: Why Customers Want NOVONIX Anode Material (2 of 2)
Why Customers Want NOVONIX Anode Material (2 of 2) Our Synthetic Graphite Anode Material Clearly Beats Competitors in Head-to-Head Testing For personal use only 1.0000 • NOVONIX offers improved Coulombic Efficiency (CE) 0.9995 NOVONIX compared to industry leading materials (including a Tesla 0.9990
Slide 8: Phased Growth Plan For PUREgraphite
Phased Growth Plan For PUREgraphite Phase 3 (Large Scale) For personal use only Phase 2 (Medium Scale) Phase 1 (Initial Ramp-up) Timeline • 2020 - 2021 • 2022 – 2025 • 2026 - 2030 Capacity • Ramp to 2K tons/yr • Ramp to 25K tons/yr • Ramp to 100K tons/yr • SAMSUNG SDI • SANYO Stepwise Plan Customers
Slide 9: NOVONIX Has Agreements with the Two Largest Battery Makers
NOVONIX Has Agreements with the Two Largest Battery Makers, These Manufacturers Represent 40% of the Global Li-ion Battery Market in 2018(1) SAMSUNG Supply Agreement and R&D Collaboration SANYO Commercial Collaboration For personal use only • Initial supply of 500 tons of synthetic graphite • Non-bi
Slide 10: NOVONIX's DPMG Technology Offers Low Cost Cathode Synthesis
NOVONIX’s DPMG Technology Offers Low Cost Cathode Synthesis CSTR Synthesis Process Current Precursor DMG DPMG NOVONIX • Cathode materials For personal use only waste represent about 30% of agitator waste water metal carbonates the cost of a battery cell RAW MATERIALS RAW MATERIALS CoSO4 CTSR MIXER -
Slide 11: DPMG Commercialisation Plan
DPMG Commercialisation Plan DPMG Work Underway Polycrystalline vs Single Crystal Material For personal use only • Pilot scale demonstration • Process for also making single crystal (SC) NMC that meets industry standards for crystal structure, morphology, capacity • Optimizing conditions for differen
Slide 12: Single Crystal Cathode – New Manufacturing Method
Single Crystal Cathode – New Manufacturing Method Importance of Single Crystal Single Crystal vs Polycrystalline For personal use only • Single Crystal Cathode (SCC) is emerging as a key factor in the million-mile battery • GM and TESLA are publicly pursuing SCC • Prof. Jeff Dahn and team at Dalhous
Slide 13: Commercial Single Crystal vs Polycrystalline Performance
Commercial Single Crystal vs Polycrystalline Performance Description For personal use only Single Crystal NMC622 Polycrystalline NMC622 Commercial materials cycling in NOVONIX pouch cells at 40°C to 4.3V Single Crystal Materials Support Longer Cycle Life ASX: NVX 12 June 2020
Slide 14: NOVONIX's Electrolyte Program
NOVONIX’s Electrolyte Program Background Performance Improvements For personal use only • NOVONIX BTS received government support to Commercial Baseline Electrolyte Package develop advanced electrolytes for better cycle life New Electrolyte Package A and high-power applications New Electrolyte Packa
Slide 15: NOVONIX's Battery Cell Technology
NOVONIX’s Battery Cell Technology Demonstrated Performance For personal use only SC NMC622 / PUREgraphite + Adv. Electrolyte Commercially Available Material Novonix Material SC NMC622 / Gr + Adv. Electrolyte SC NMC622 / SC NMC622 / Gr SC NMC622 / PUREgraphite NMC622 / Gr (Commercially Available Gr +
Slide 16: NOVONIX's Complete Battery Cell Technology
NOVONIX’s Complete Battery Cell Technology Demonstrated and Projected Performance For personal use only SC NMC622 / PUREgraphite + Adv. Electrolyte SC NMC622 / Gr + Adv. Electrolyte SC NMC622 / Gr NMC622 / Gr (Commercially Available Reference Materials) • 40°C full depth of discharge cycling 0 500,0
Slide 17: Conclusion
Conclusion NOVONIX… For personal use only • Is delivering the battery materials the EV and renewables future needs • Is redefining the manufacturing processes to deliver lower costs, waste and emissions needed • Has core competencies across all areas of cell technology development • Has strong conne