Recyclico Battery Materials Inc · TSXV:AMY
Recyclico Battery Materials — American Manganese — Investor Presentation (December 2021)
23 slides from Recyclico Battery Materials's investor presentation, December 2021
Slide 1: Closing the Loop on the Battery Supply Chain
Closing the Loop on the Battery Supply Chain Unit 2 - 17942 55 Ave Surrey, BC V3S 6C8 Canada +1-778-574-4444 zmeseldzija@amymn.com www.americanmanganeseinc.com TSX.V: AMY | OTCQB: AMYZF | FSE: 2AM
Slide 2: Disclaimer
Disclaimer This presentation contains “forward-looking information” which may include, but is not limited to, statements with respect to the future financial or operating performance of American Manganese Inc. (the “Company”), its subsidiaries and its projects; the timing, costs and anticipated resu
Slide 3: Lithium-ion Battery Components and Cost
Lithium-ion Battery Components and Cost Inside the Lithium-ion Battery Estimated Lithium-ion Battery Material Costs Anode Material 16% Cathode Material 49% Binder 3% Conductive Carbon 1% Positive Current Collector 2% Negative Current Collector 5% Separator 16% Packaging Foil Electrolyte 2% 6% TSX.V:
Slide 4: Complex and Linear Battery Supply Chain
Complex and Linear Battery Supply Chain Li Li2CO3 Li2CO3 Ni NiSO4 CAM PCAM Mn MnSO4 Co Precursor Cathode Active Cathode Active CoSO4 Material and Lithium Material Ni Ni Co Refining Battery and EV Manufacturing PCAM & Battery and EV Manufacturing CAM Ni Co Co Li Mn Li Ni Co TSX.V: AMY | OTCQB: AMYZF
Slide 5: Closing the Loop on the Battery Supply Chain
Closing the Loop on the Battery Supply Chain Battery Material Feedstock for Hydrometallurgical Processing Battery Production Scrap Black Mass TSX.V: AMY | OTCQB: AMYZF | FSE: 2AM | December 2021 American Manganese Inc. | 5
Slide 6: Cathode Scrap from Battery Production
Cathode Scrap from Battery Production
Slide 7: Gigafactories
Gigafactories Over 800 GWh of Planned Battery Production by 2025 TSX.V: AMY | OTCQB: AMYZF | FSE: 2AM | December 2021 American Manganese Inc. | 7
Slide 8: Battery Production
Battery Production Complex and Costly Processing Steps = Off-Spec and Valuable Battery Materials = Near Term Recycling Opportunity Source: ScienceDirect - Current and future lithium-ion battery manufacturing TSX.V: AMY | OTCQB: AMYZF | FSE: 2AM | December 2021 American Manganese Inc. | 8
Slide 9: Battery Production Scrap
Battery Production Scrap Battery Production Scrap 39% Average Quarterly Cell Production Loss TSX.V: AMY | OTCQB: AMYZF | FSE: 2AM | December 2021 American Manganese Inc. | 9
Slide 10: Recycling Battery Production Scrap
Recycling Battery Production Scrap 80 GWh of Battery Production Scrap (10% Scrap Rate of 800GWh)1 9,500t 16,000t 48,000t 15,000t Mine Production by Country in 20202 6,200t from Argentina 3,300t from Australia 9,500t from Canada Lithium and Russia Cobalt 49,000t from Cuba Nickel Manganese Source: (1)
Slide 11: Black Mass from End-of-Life Batteries
Black Mass from End-of- Life Batteries
Slide 12: Projected Electric Vehicle Growth
Projected Electric Vehicle Growth Source: BloombergNEF Long-Term Electric Vehicle Outlook 2019. TSX.V: AMY | OTCQB: AMYZF | FSE: 2AM | December 2021 American Manganese Inc. | 12
Slide 13: End-of-Life Battery Recycling Stages
End-of-Life Battery Recycling Stages All Stages Defined as Recycling Stage 0: End-of-Life Battery Collection and Storage Stage 2: Hydrometallurgy (OEM / Third Party) (RecycLiCo Process) Li2CO3 Black PCAM Mass Precursor Cathode Active Stage 1: Mechanical Material and Lithium Size Reduction (OEM / Thi
Slide 14: RecycLiCo Solution
RecycLiCo Solution Reduce supply chain complexity from conventional mining process TSX.V: AMY | OTCQB: AMYZF | FSE: 2AM | December 2021 American Manganese Inc. | 14
Slide 15: Recycling
Recycling RecycLiCo Pilot Plant • Over 99% leach extraction efficiency of Li, Ni, Mn, and Co • Capable of recycling NMC, NCA, LCO, and LMO battery chemistries • Proven high efficiency with the RecycLiCo Pilot Plant project NMC Mixed Hydroxide Precipitate NCA Mixed Hydroxide Precipitate TSX.V: AMY |
Slide 16: Upcycling
Upcycling Cathode Co-precipitation Reactor • Upcycling extracted battery materials Precursor Cathode Active Material (PCAM) into NMC532, NMC622, and NMC811 cathode precursors • Benefits: i. Compress battery supply chain ii. Produce high value end product iii. Reduce transportation related costs and
Slide 17: Lithium Extraction
Lithium Extraction Lithium Compounds • Production of high purity Li2CO3, LiOH, or Li2SO4 • Over 99% extraction and purity • Closed-loop regeneration of process chemicals and water TSX.V: AMY | OTCQB: AMYZF | FSE: 2AM | December 2021 American Manganese Inc. | 17
Slide 18: Hydrometallurgy ≠ Hydrometallurgy
Hydrometallurgy ≠ Hydrometallurgy Black Li Mass ✚ Direct production of high value battery materials Li Recovery and RecycLiCo Leach Co-precipitation Regeneration High Purity Lithium ✚ Over 99% extraction of Li, Ni, Mn, and Co ✚ Closed loop PCAM ✚ Minimal processing steps Precursor Cathode Active Mat
Slide 19: Road to Commercialization
Road to Commercialization Pilot Plant / R&D Demonstration Plant Commercial Plant Licensing 2016+ 2021-2022 2023+ Pilot Plant / R&D • Tested multiple samples of black mass and cathode scrap from third parties • Proven high purity lithium and PCAM production Demonstration Plant • Completed mass and en
Slide 20: Circular Supply Chain Business Opportunities
Circular Supply Chain Business Opportunities RecycLiCo Licensing and JV model adds value to the supply chain “Close the loop” by integrating specialized RecycLiCo technology alongside existing battery footprint Reduce transportation associated costs and emissions with an in-house and recycling plant
Slide 21: American Manganese Summary
American Manganese Summary Headquarters British Columbia, Canada (est. 2010) Patents US, Canada, Japan, Korea, India, and China International Journal of Green Energy Publications Journal of the Electrochemical Society Business Model License / Joint Venture / Technology Partner “Located in Greater Va
Slide 22: Concept and Design Development Bench Scale Optimization
20,000 ft2 Custom Designed Facility Located in Richmond, BC v American Manganese’s research and development contractor v Privately-owned contract research and development company with over 350 clients worldwide v Specialize in extractive metallurgy, chemical and environmental processing, cleantech a
Slide 23: Recycle With Us
Recycle With Us zmeseldzija@amymn.com www.americanmanganeseinc.com | www.recyclico.com @AmerManganese linkedin.com/company/american-manganese-inc /AmerManganese American Manganese Inc. TSX.V: AMY | OTCQB: AMYZF | FSE: 2AM | December 2021 American Manganese Inc. | 23
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