Talga Group Ltd. · ASX:TLG
Talga — EU Industry Days 2021
14 slides from Talga's conference presentation, Mar 17, 2021
Slide 1: Green Anode for Green Batteries
GREEN ANODE for GREEN BATTERIES Mark Thompson Managing Director, Talga Group Ltd EU Industry Days 2021: How the European Arctic secures the European Green Deal and industrial leadership with sustainable raw materials and batteries © TALGA GROUP LTD, 17 MARCH 2021
Slide 2: Cautionary Statement and Disclaimer
Cautionary Statement and Disclaimer Talga Group Ltd ACN 138 405 419 (the Company) is the issuer of this presentation. Niska Scoping Study The Niska Scoping Study is a preliminary technical and economic study of the potential viability of developing the Nunasvaara North, Niska South and Niska North g
Slide 3: Local batteries need local anodes
Local batteries need local anodes Germany, 2024 Sweden, 2021 16 GWh, later 24 GWh 32 GWh, later 40 GWh Norway, 2024 Norway, 2023 8 GWh, later 32 GWh Ramp up to 40 GWh Germany, 2022 Slovakia, 2024 14 GWh, later 24 GWh 10 GWh United Kingdom, 2010 Germany, 2021 2.5 GWh Ramp up to 8-12 GWh United Kingdo
Slide 4: Anode Demand
Anode Demand Increasing amount of graphite anode required for planned battery production nd Tonnes/Year V W & ema w t D 800,000 Ne thvol o r N 700,000 ~ 60,000tonnes/year of anode materials 600,000 currently used in Europe. Nearly 100% 500,000 imported 400,000 300,000 ~ 700,000 tonnes of coated acti
Slide 5: Greener Batteries..
Greener Batteries.. Production of the greenest European lithium-ion batteries would use anode made with: Responsibly extracted natural graphite - not oil or coal-based synthetic graphite 100% sustainable electricity processing - not fossil fuel powered production Locally produced materials - shortes
Slide 6: ..Need Greener Anode
..Need Greener Anode Customer selection of anode will increasingly consider total production impact, LCA and location CO2 ton/product ton 10 In Asia, >80% of Li-ion battery production uses 9 synthetically produced anode material that is: 8 7 o made with petroleum coke or coking coal 6 5 o graphitise
Slide 7: Building the Solution
Building the Solution Talga is building a large, local and green anode supply chain in Europe • Full in-house technology capability with 100% controlled mine-to-product supply • Anode products developed and piloted since 2018 • Initial 2023 production planned in Luleå, Sweden, from Talga’s Vittangi
Slide 8: Vittangi Graphite Project
VITTANG! GRAPHITE PROJECT 100,000 tonnes/annum TALNODE®-C ——>_ 19,000 tonnes/annum A Kiruna a=) CONCENTRATE ——_/ 25,000 tonnes/annum i ANODE REFINERY ———
Slide 9: Talga Anode Range
Talga Anode Range New generation anodes under development by Talga Energy Capacity kWhr/kg Battery Price Ultra-fast Charge (10C) Anode US$100/kWhr Talnode®-X Solid State Graphite Anode Talnode®-E Battery Price US$50/kWhr Silicon-Graphene Anode Talnode®-Si Graphite Anode Talnode®-C Time FURTHER INFOR
Slide 10: Partnerships For a Greener Future
Partnerships For a Greener Future Working together to capture opportunities and facilitate a green industrial shift – Join Us! FURTHER INFORMATION SEE: TALGA GROUP LTD MARKET ANNOUNCEMENTS (ASX:TLG) 30 OCT 2015 & 5 FEB, 26 MAR, 4 SEP 2018 & 15 JAN, 2 OCT, 8 OCT, 24 OCT 2019 & 31 JAN, 20 MAR, 13 MAY,
Slide 11: Talga Group Ltd
TALGA GROUP LTD ASX Code: TLG Head Office: 1st Floor, 2 Richardson Street, West Perth WA 6005, Australia Phone: +61 8 9481 6667 Email: info@talgagroup.com Website: www.talgagroup.com GLOBAL OPERATIONS Talga Sweden: Storgatan 7, 972 38 Luleå, Sweden Talga Sweden: Vänortvägen 2, 981 32 Kiruna, Sweden
Slide 12: Appendix
Appendix
Slide 13: JORC Graphite Reserve & Resources
JORC Graphite Reserve & Resources Ore Reserve 3, 6 Tonnes Graphite (% Cg) Nunasvaara (JORC 2012) 1,935,000 23.5 Proven 0 0 Probable 1,935,000 23.5 Mineral Resources 1, 2, 4, 5, 7, 8, 9 Tonnes Graphite (% Cg) Vittangi Nunasvaara (JORC 2012) 14,900,000 23.4 Indicated 10,400,000 25.6 Inferred 4,500,000
Slide 14: Competent Person Statements
Competent Person Statements The Niska Mineral Resource estimate was first reported in the Company’s announcement dated 15 October 2019 titled ‘Talga boosts Swedish graphite project with maiden Niska resource’. The Company confirms that it is not aware of any new information or data that materially a