Altech Batteries Limited · ASX:ATC

Altech Batteries — Future Facing Commodities Conference (April 2023)

37 slides from Altech Batteries's conference presentation, Apr 6, 2023

  1. Slide 1: What's the future of Grid Storage Batteries?

    For personal use only What’s the future of Grid Storage Batteries?

  2. Slide 2: Lithium-ion battery structure moving to solid state

    For personal use only Flammable - Separator + - + Graphite Lithium Copper Lithium-ion Battery Cathode Cathode Anode Anode moving to Solid State Cobalt Solid state electrolyte Liquid electrolyte Flammable

  3. Slide 3: Challenges with LIB: Safety issues

    For personal use only • Safety issues • Thermal runaway, fire, explosion • Over heating, physical damage, over charging Challenges • Flammable organic electrolyte and separator with LIB • Self generates oxygen - cathode • Nearly impossible to put out Fire Explosion

  4. Slide 4: Challenges with LIB: Narrow temperature range

    For personal use only • Temp range +15oC to +35oC • Narrow operating range • Liquid electrolyte viscous – slows lithium Challenges with reactions LIB • @ 0oC capacity reduced to 70% cold/desert • Unsuitable in cold and desert climates climates

  5. Slide 5: Challenges with LIB: Battery lifespan

    For personal use only • Li-ion degrades – each cycle • Detrimental side reactions, dendrite formation • Most EV guarantee 8 years of battery life (70%) Challenges • Degrade faster outside operating temps with LIB • Grid storage lifespan 7-10 years expected1 Battery Lifespan 1. Life Prediction Model

  6. Slide 6: Challenges with LIB: Lithium Prices

    For personal use only Challenges with LIB Lithium Prices

  7. Slide 7: Challenges with LIB: Ethical Cobalt Supply

    For personal use only • 70% of world cobalt supply from DRC • Child labour issues • Ethical supply chain concerns for industry Challenges with LIB Ethical Cobalt Supply

  8. Slide 8: Challenges with LIB: Graphite Supply

    For personal use only • China produces 90% LIB graphite material • Geo political supply chain risk • Environmental & social governance concerns Challenges with LIB Graphite Supply

  9. Slide 9: Challenges with LIB: Looming Copper Crunch

    For personal use only Challenges • Copper is a high priced metal with LIB • EV vehicle requires 2.5 times more copper ICE Looming Copper • There simply aren’t enough copper mines being built Crunch • Not enough copper needed for 27 million EVs

  10. Slide 10: Is such a battery even possible?

    For personal use only Lithium Free? Fire Proof ? Cobalt Free? Large Temp Range ? & Graphite Free? Challenges > 15 years life ? Copper Free? with LIB Manganese Free? Is such a battery even possible ?

  11. Slide 11: Altech Chemicals Limited

    For personal use only Altech Chemicals Limited ASX : “ATC” FRA : “A3Y”

  12. Slide 12: SAS Batteries: Fire Proof

    For personal use only • No volatile flammable electrolyte • Does not contain plastic separator • Replaced with ceramic tube (solid state) • Thermal runaway not possible SAS Batteries • Does not generate oxygen in cathode Fire Explosion • Safe in flooding and sensitive environments Proof Fire Proof

  13. Slide 13: SAS Batteries: Large Temperature Range

    For personal use only • No liquid electrolyte – solid ceramic • Large operating range • Temperature range -40oC to +60oC • Operates around 270 oC internally SAS Batteries • Fully insulated – touch on outside Cold Desert • Ideal in cold and desert climates Climates Large Temp Range

  14. Slide 14: SAS Batteries: Ultra long battery lifespan

    For personal use only • No liquid electrolyte, no deterioration • No loss of sodium ions or side reactions • 5,000 cycles and over fifteen years life SAS Batteries Ultra long > 15 years life battery lifespan

  15. Slide 15: SAS Batteries: Lithium Free

    For personal use only • Sodium is next reactive to lithium SAS Batteries • Common salt is cheap and available uses common • Not exposed to rising lithium prices salt (sodium) Lithium Free

  16. Slide 16: SAS Batteries: Cobalt Free

    For personal use only • No cobalt is used in the SAS battery • Cathode is sodium chloride and nickel • Different chemistry • No exposure to cobalt supply chain issues SAS Batteries Cobalt Free Cobalt Free

  17. Slide 17: SAS Batteries: Graphite and Copper Free

    For personal use only • No graphite or copper in SAS battery • No anodes - self forming anode when charging • Sodium anode dissolves on discharge • Not exposed to graphite and copper supply chain SAS Batteries issues No graphite copper anodes Graphite Free Copper Free

  18. Slide 18: How Does The SAS Battery Works?

    For personal use only How Does The SAS Battery Works?

  19. Slide 19: Ready to Comercialise

    For personal use only Ready to Comercialise

  20. Slide 20: Ready to Comercialise

    For personal use only Ready to Comercialise

  21. Slide 21: Battery Types Comparison

    Battery Types Comparison For personal use only Cerenergy Battery Redox Flow Battery LFP Battery Practical Energy Density (Wh/kg) 100-120 10-25 120-160 Energy Conversion Efficiency 80-85% 70% 75-80% Cycle Life >6,000 12,000 3,000 – 5,000 Safety Very High High Medium Capex Low High Medium Operating Te

  22. Slide 22: SAS Energy % Power Comparisons

    For personal use only SASS Energy % Power Comparisons

  23. Slide 23: Grid storage of the future

    For personal use only • SAS equivalent to LFP lithium-ion batteries • Volume and weight less critical • Grid, back up, peak shaving, renewable integration Grid storage of • Grid storage growing at 28% CAGR the future • US$4 b in 2021 to grow to US$15b in 2025 • 20 GW in 2020 expected to grow 3,000 G

  24. Slide 24: Ready to Comercialise

    For personal use only Ready to Comercialise

  25. Slide 25: Well advanced & ready to commercialize

    For personal use only • IKTS spent EUR 35 m on R&D over 8 years • Operating pilot plant EUR 25 m in Hermsdolf, Germany • Produced operating battery modules • Successful and ready to commercialize Well advanced • Partner with land, funding, entrepreneurship, project & ready to builders commercialize

  26. Slide 26: MWh Project, Saxony

    For personal use only 100 MWh Project, Saxony

  27. Slide 27: For personal use only

    For personal use only

  28. Slide 28: MWh Project, Saxony

    For personal use only 100 MWh Project, Saxony Altech 75% Fraunhofer 25%

  29. Slide 29: Altech Majority 75% of Joint Venture

    For personal use only Altech Majority 75% of Joint Venture Altech Chemicals Limited ASX : “ATC” FRA : “A3Y”

  30. Slide 30: GridPack Store

    GridPack Store For personal use only Product Store Fraunhofer estimates 40% cheaper Maintenance 0-1,100 KWh Salt is cheap – Nickel is the only costly 100 ingredient MWh Plant Administration Costs of No lithium, cobalt, graphite or copper Production Big Advantage Game changing technology – grid stora

  31. Slide 31: Battery Pack (ABS60)

    For personal use only 240 cells 5 x 48 cells 60 KWh Launch of 60 100 Ah KWh Battery 620 volts Pack (ABS60) Altech Chemicals Limited ASX : “ATC” FRA : “A3Y”

  32. Slide 32: Problems with Grid storage Li-ion batteries

    For personal use only • Extensive time to install • Complex configuration and connection • Noisy from cooling fans Problems with • Take up lots of valuable space Grid storage • Requires regular maintenance Li-ion batteries • Costs of installed batteries

  33. Slide 33: Problems with Grid storage Li-ion batteries

    For personal use only • Extensive time to install • Complex configuration and connection • Noisy from cooling fans Problems with • Take up lots of valuable space Grid storage • Requires regular maintenance Li-ion batteries • Costs of installed batteries Altech Chemicals Limited ASX : “ATC” FRA : “A3

  34. Slide 34: Altech Chemicals Limited

    For personal use only Altech Chemicals Limited ASX : “ATC” FRA : “A3Y”

  35. Slide 35: Launch of 1MWh GridPack

    For personal use only • Plug and play solution • Installed batteries in sea container • Pre-configured and connected to Power Mge System Launch of • No noise, no maintenance 1MWh • Stackable - reducing battery footprint GridPack • Robust, meets all weather conditions

  36. Slide 36: MWh battery connected within minutes

    For personal use only Within 5 mins of arriving you can have 1 MWh battery connected to your system

  37. Slide 37: Forward Looking Statements

    Forward Looking Statements For personal use only Forward-looking Statements This announcement contains forward-looking statements which are identified by words such as ‘anticipates’, ‘forecasts’, ‘may’, ‘will’, ‘could’, ‘believes’, ‘estimates’, ‘targets’, ‘expects’, ‘plan’ or ‘intends’ and other sim

Altech Batteries — Future Facing Commodities Conference (April 2023) on 6ix