Anson Resources Limited · ASX:ASN
Anson Resources — Fastmarkets Lithium Supply & Battery Raw Materials Conference 2024
23 slides from Anson Resources's conference presentation, Jul 2, 2024
Slide 1: Charging America's Future: Fastmarkets Presentation 2024
CHARGING AMERICA’S FUTURE For personal use only FASTMARKETS PRESENTATION 2024 Anson Resources | ASX: ASN
Slide 2: Disclaimer & Important Notice
DISCLAIMER & IMPORTANT NOTICE For personal use only The information contained in this confidential document ("Presentation") has been prepared by Anson Resources Limited (the "Company"). It has not been fully verified and is subject to material updating, revision and further amendment. The Informati
Slide 3: Green lithium made in the USA
For personal use only Green lithium made in the USA • Critical role in onshoring the lithium supply chain in the U.S.A. • Can benefit from the US EV adoption polices providing consumer subsidies and low-cost loans to producers. • Anson’s lithium extraction process is more efficient, uses less water,
Slide 4: For personal use only
For personal use only Anson Resources | ASX: ASN 4
Slide 5: Interpreted Lithium Resource: North Paradox Basin
INTERPRETED LITHIUM RESOURCE: NORTH PARADOX BASIN The Paradox Basin has the potential to contain a world class/size lithium brine For personal use only resource. Interpreted lithium resource GREEN Can be interpreted due to the continuous RIVER nature of the brine containing units within the Paradox
Slide 6: The Anson Way
THE ANSON WAY: For personaluse only 1.700 psi ) © HicH suBsiby Us lithium in US EV Inflation Reduction Act (C51@) For US lithium producers from US ELECTRIC VEHICLE & Us DepartmenGoie Em @ Low carson © Low Lanp FooTPRINT ! Brine flows naturally > No evaporation ponds i without pumping F and no pretre
Slide 7: For personal use only
For personal use only Anson Resources | ASX: ASN
Slide 8: Paradox Lithium Project: Phase DFS Highlights
PARADOX LITHIUM PROJECT: PHASE 1 DFS HIGHLIGHTS For personal use only Production Life Total Revenue 13,074 tpa (Y1-10) 23 years US$ 5,080 m Additional Upside Value • Revenue from valuable by-products (Boron) has not been included in the economic analysis IRR CAPEX Annual EBITDA2 47% US$ 495 m US$ 15
Slide 9: Low Operating Cost: First Quartile
LOW OPERATING COST: FIRST QUARTILE For personal use only Global Lithium Carbonate Equivalent C1 Cost Curve (2025)1,2 30,000 25,000 USD per tonne 20,000 Paradox Lithium Project DFS2 Years 1-10 15,000 10,000 5,000 - - 500 Kt LCE 1,000 1 – Source: Benchmark Minerals Intelligence (Q1 2024) Lithium Quart
Slide 10: Green River
GREEN RIVER: February April | May : x | i t ° e Koch pilot plant oS at site and cost (c ‘sharing via oO investment. QQdquired 57 Approvals granted Completed drilling of Approval from ctares of private, _ for drilling Resource Bosydaba 1 Well State of Utah ‘ownfield land drilling commences (11,200 ft
Slide 11: Koch Technology Solutions: Technology and Investment
KOCH TECHNOLOGY SOLUTIONS: TECHNOLOGY AND INVESTMENT • Agreement with Koch Technology Solutions for testing of a Li-Pro™ Lithium Selective Sorption (LSS) pilot unit using brine from the Green River Lithium Project. For personal use only • KTS treatability study in May 2024 indicated exceptional resu
Slide 12: Koch Technology Solutions: Technology and Investment
KOCH TECHNOLOGY SOLUTIONS: TECHNOLOGY AND INVESTMENT For personal use only • KTS is the technology licensing business of Koch Engineered Solutions (KES), a private company established in 1945. KES is a subsidiary of Koch the second largest private company in the USA with annual turnover of more than
Slide 13: Government Policy
GOVERNMENT POLICY: \ N PROCESSED ~» ) 1) _ MATERIAL 90 ce ~ i JAPAN \, om REP.-1E 0000 KOREA oO Vv); =) = O Y) = ® RAW. ios MATERIALS = Oo . LL AUSTRALIA Pre IRA J Post IRA J Investment PP&E Finished material ; - kn New PP&E Producing Finished Materials USA ~ RAW MATERIALS CHILE - ARGENTINA ANSON
Slide 14: Availability: Does It Matter?
AVAILABILITY: DOES IT MATTER? NORTH AMERICAN DEMAND AND SUPPLY OF IRA COMPLIANT LITHIUM 800,000 For personal use only 700,000 600,000 500,000 400,000 300,000 200,000 100,000 0 2024 2025 2026 2027 2028 2029 2030 Lithium Hydroxide Supply IRA - Base Lithium Carbonate Supply IRA - Base Lithium Hydroxide
Slide 15: Availability: Yes, It Does
AVAILABILITY: YES, IT DOES NORTH AMERICAN DEMAND AND SUPPLY OF IRA COMPLIANT LITHIUM (REALISTIC) For personal use only 800,000 700,000 600,000 500,000 400,000 300,000 200,000 100,000 0 2024 2025 2026 2027 2028 2029 2030 Lithium Hydroxide Supply Domestic USA Lithium Carbonate Supply Domestic USA Supp
Slide 16: For personal use only
For personal use only Anson Resources | ASX: ASN 16
Slide 17: For personal use only
For personal use only Anson Resources | ASX: ASN 17
Slide 18: For personal use only
For personal use only Anson Resources | ASX: ASN 18
Slide 19: For personal use only
For personal use only Anson Resources | ASX: ASN 19
Slide 20: Ajana: Expanding Anson's Critical Minerals Portfolio
AJANA: EXPANDING ANSON’S CRITICAL MINERALS PORTFOLIO AJANA PROJECT, WESTERN AUSTRALIA • Anson’s discovery of Gallium, Indium, For personal use only Germanium and Barium expands Anson’s portfolio of Critical Minerals strategic to geopolitics and world trade* • China, which produces 98% of the worlds
Slide 21: For personal use only
For personal use only Anson Resources | ASX: ASN
Slide 22: Thank You
CHARGING AMERICA’S FUTURE For personal use only THANK YOU US 949-508-7834 info@ansonresources.com www.ansonresources.com 660 Newport Center Drive, Newport Beach, CA Anson Resources | ASX: ASN
Slide 23: Competent Person's Statement
COMPETENT PERSON’S STATEMENT Competent Person’s Statement 1: The information in this presentation that relates to exploration results, exploration targets and geology is based on information compiled and/or reviewed by Mr Greg Knox, a member in good standing of the Australasian Institute of Mining a
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