International Graphite Limited · ASX:IG6
International Graphite — SelectUSA Investment Summit 2024
16 slides from International Graphite's conference presentation, June 2024
Slide 1: Presentation to SelectUSA Investment Summit
Presentation to… Summit SelectUSA Investment Washington June 2024 DC, 23-26 June 2024
Slide 2: International Graphite
International Graphite International Graphite (ASX:IG6 and H99:FRA) is developing a world class graphite mineral resource and downstream processing facilities in Western Australia to produce active anode materials for lithium-ion batteries. THE US NEEDS GRAPHITE US has little domestic natural grap
Slide 3: Graphite is critical for the battery technologies driving the global energy transformation
Graphite is critical for the battery technologies that are driving the global energy transformation Graphite makes up >90% of the active anode in lithium-ion batteries It takes 7-10 times more graphite than lithium to make a lithium-ion battery ~1.2kg of graphite is needed for every 1kWh of ba
Slide 4: Global EV sales continue to match forecasts
Global EV sales continue to match forecasts Electric vehicle demand is the primary driver for lithium-ion batteries 2023: Global electric car sales were 3.5 million higher than in 2022, a 35% year-on-year increase 2023: EV sales in the US reached ~1.4 million – increasing by more than 40% on 202
Slide 5: Diversifying world graphite supply
Diversifying world graphite supply “Policymakers on both sides of the Atlantic (US and EU) believe that it is not just their economies but their social and political stability that are at stake*” 2021: US Congress passes the Infrastructure Investment CHINA’S MONOPOLY OF WORLD MARKETS and Jobs Act
Slide 6: US and Australia Governments are backing graphite with policy and incentives
US and Australia Governments are backing graphite with policy and incentives Allied governments are partnering to on-shore and near-shore graphite mining and processing Incentives and policy support is being rolled out to de-risk supply chains and grow sovereign capability The Australian Gover
Slide 7: Australian graphite supports growth of the US as a leader in battery manufacturing
Australian graphite supports growth of the US as a leader in battery manufacturing The US will need ~450,000t of natural graphite by 2030 to meet demand* – currently 100% of supply is imported from China SOURCE: Benchmark Mineral Intelligence 2024 p7
Slide 8: Significant shortage in active anode supply forecast for North America
Significant shortage in active anode supply forecast for North America Electric vehicle demand the primary driver for lithium-ion batteries US production of active anode material (AAM) is insufficient to support planned battery cell production AAM production is expected to meet only 43% of cell
Slide 9: Springdale Graphite Project Western Australia
Springdale Graphite Project Western Australia International Graphite’s 100% owned Springdale graphite resource is one of the biggest in Australia and top 15 worldwide – named Australian resource discovery of the year in 2023 p9
Slide 10: Springdale Graphite Project Key attributes
Springdale Graphite Project Key attributes Jurisdiction – Western Australia regularly voted the world’s best mining jurisdiction with supportive governments, communities, stable regulatory framework and high ESG standards Long life – Mineral Resources have been defined to support many decades of
Slide 11: Collie Graphite Processing Hub Western Australia
Collie Graphite Processing Hub Western Australia International Graphite’s Collie R&D facility and qualification-scale process plant is one of the first in Australia and is producing micronized and spheroidized products for customer acceptance testing p11
Slide 12: Collie Graphite Processing Hub Development milestones
Collie Graphite Processing Hub Development milestones 2021: R&D facility and pilot plant commissioned, first of its kind in Australia - awarded $2M WA Government grant 2021-22: Micronizing and spheroidizing testwork completed 2023: Qualification scale micronizing plant installed 2024: Qualification
Slide 13: Graphite manufacturing creates jobs, opportunity and economic value for communities
Graphite manufacturing creates jobs, opportunity and economic value for communities Process facilities will incorporate graphite micronizing, spheroidizing, purification and coating to produce an active anode material for lithium-ion battery manufacturing Processing of ~40ktpa of graphite concentrat
Slide 14: An expert professional team
An expert professional team The International Graphite team has a strong technical focus with decades of experience in graphite, mining, processing and business operations
Slide 15: Western Australian graphite from mine to global battery markets
Western Australian graphite from mine to global battery markets Working together to build a robust, trusted and sustainable battery supply chain THE US NEEDS WESTERN AUSTRALIAN GRAPHITE US has little domestic natural graphite supply and few prospects Needs to diversify and grow raw material supp
Slide 16: International Graphite Ltd
INTERNATIONAL GRAPHITE Ltd ASX:IG6 and H99:FRA Phil Hearse CHAIRMAN +61 438 838 600 phearse@IG6.com.au Andrew Worland MANAGING DIRECTOR & CEO +61 409 370 792 aworland@ig6.com.au
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