Australian Vanadium Limited · ASX:AVL
Australian Vanadium — Midwest Major Projects Update Conference (September 2021)
25 slides from Australian Vanadium's conference presentation, September 2021
Slide 1: Creating an Australian Green Fuelled Vanadium Industry
Creating an Australian Green Fuelled Vanadium Industry Midwest Major Projects Update Conference September 2021 ASX: AVL
Slide 2: Disclaimer
Disclaimer The views expressed in this presentation contain information derived from publicly available sources that have not been independently verified. No representation or warranty is made as to the accuracy, completeness or reliability of the information. Competent Person References in which it
Slide 3: Overview
Overview
Slide 4: Corporate Overview
Corporate Overview Strong technical and commercial team with global vanadium experience Australian Vanadium Limited High quality vanadium deposit with strong financials (ASX: AVL) is an emerging vanadium producer developing 25+ year mine life The Australian Vanadium Completing BFS Project in Western
Slide 5: Project Location
The Australian Vanadium Project Global Tier 1 Project Mining Location in Western Australia Location Unique coastal vanadium processing Access to globally competitive natural gas supply, new Hydrogen supply ASX: AVL 5
Slide 6: Vanadium Markets
~ Vanadium ~. Markets = a
Slide 7: Vanadium Markets
Vanadium Markets PRIMARY EMERGING ADDITIONAL Steel Energy Storage Ti, Chemical and Accounts for 90% of current global vanadium consumption. Accounts for 2% of current global vanadium consumption, with significant Other Total global vanadium consumption in potential for growth 8% of vanadium consumpt
Slide 8: Vanadium Markets: Critical mineral, Battery mineral
Vanadium Markets Critical mineral • Vanadium’s use in alloyed steel for aerospace makes it a critical mineral • There is no acceptable substitute for vanadium in aerospace titanium alloys • Alloys containing vanadium are used in virtually every jet aircraft – from jet engine components to high-speed
Slide 9: Why use the VRFB for energy storage?
VSUN Energy Why use the VRFB for energy storage? An energy Lifespan of over The VRFB is non- Can charge and The vanadium battery, able to Easy to scale by 20 years with no flammable, discharge electrolyte in a store large adding modules or cycle-life making it safer simultaneously, VRFB can reused a
Slide 10: The Australian Vanadium Project
The Australian Vanadium Project
Slide 11: PFS Project Metrics
The Australian Vanadium Project PFS Project Metrics* TOTAL RESOURCE HIGH-GRADE ZONE QUALITY 208 Mt @ 0.74% V2O5 87.9 Mt @ 1.06% V2O5 RESOURCE 32.1 Mt Reserve @ 1.05% V2O5 Proved 9.8Mt | Probable 22.4 Mt AND RESERVE INITIAL MINE LIFE V2O5 PRODUCTION LONG MINE LIFE 25 years 24.3 Mlbs per annum OPEX CA
Slide 12: Pit, Beneficiation Plant and Processing Plant
The Australian Vanadium Project Pit, Beneficiation Plant and Processing Plant ASX: AVL 12
Slide 13: Innovative Proposed Project Layout
The AVL Innovation Innovative Proposed Project Layout Coastal Processing Processing plant location near coast offers significant opportunities: ‣ Proximity to gas pipeline infrastructure and associated low domestic gas prices. ‣ Unique consumption opportunity for new regional green hydrogen producti
Slide 14: Creating an Australian Green Fuelled Vanadium Battery Industry
Creating an Australian Green Fuelled Vanadium Battery Industry Completed Ongoing Priorities Planned ASX: AVL 14
Slide 15: Hydrogen and renewable energy strategy
The AVL Innovation Hydrogen and renewable energy strategy Hydrogen strategy AVL is investigating the following uses for hydrogen: • Use of green hydrogen in ore reduction process. • Introducing green hydrogen into the natural gas feed for the processing plant – collaborating with ATCO Australia on d
Slide 16: Broader State Economic Impact Analysis
The Australian Vanadium Project Broader State Economic Impact Analysis Mid-West region ‣ Approximately $304 million in royalties to the Western Australian of Western Government for vanadium and FeTi coproduct sales. Australia ‣ Total revenues of $9 billion over the Project’s current life. Meekatharr
Slide 17: Recent News
Recent News AVL awarded $3.69M manufacturing grant Building Australia’s first commercial vanadium electrolyte plant US vanadium supply agreement World leading vanadium recovery V2O5 ⇧ US$9/lb
Slide 18: Current Key Objectives
Current Key Objectives Offtake Finance Environmental Agreements Maintain strong financial position Approval Complete secured offtake for 100% of through to construction Environmental approval for mine and vanadium products and FeTi Prequalification with financiers for concentrate facility submitted
Slide 19: Contact AVL
Contact AVL +61 (08) 9321 5594 info@australianvanadium.com.au Level 1, 85 Havelock Street West Perth, Western Australia 6005 Australian Vanadium Limited | ASX: AVL australianvanadium.com.au 19
Slide 20: VSUN Energy
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Slide 21: VSUN Energy: Vanadium redox flow batteries
Vanadium redox flow batteries VSUN Energy A Renewable Energy Company • VSUN Energy was launched by AVL to target the long duration energy storage market for the vanadium redox flow batteries (VRFBs). • VSUN Energy supplies VRFBs for all market segments including utility, commercial and industrial, m
Slide 22: Why use the VRFB for energy storage?
VSUN Energy Why use the VRFB for energy storage? An energy Lifespan of over The VRFB is non- Can charge and The vanadium battery, able to Easy to scale by 20 years with no flammable, discharge electrolyte in a store large adding modules or cycle-life making it safer simultaneously, VRFB can reused a
Slide 23: Residential Battery
VSUN Energy Residential Battery Manufacturing in Australia • VSUN Energy has procured a 5kW/30kWh VRFB from China. • Electrical testwork is underway, with feedback being provided to the manufacturer. • Local manufacturer CADDS Group has undertaken design work, with one of the prospective designs pic
Slide 24: Markets
VSUN Energy Markets ASX: AVL 24
Slide 25: Contact AVL
Contact AVL +61 (08) 9321 5594 info@australianvanadium.com.au Level 1, 85 Havelock Street West Perth, Western Australia 6005 Australian Vanadium Limited | ASX: AVL australianvanadium.com.au 25
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