Energy Transition Minerals Ltd. · ASX:ETM
Energy Transition Minerals — Noosa Conference 2026
27 slides from Energy Transition Minerals's conference presentation, Jul 22, 2026
Slide 1: Building a Diversified International Critical Minerals Platform
For personal use only Building a Diversified International Critical Minerals Platform Penouta Tin-Tantalum-Niobium Mine – Spain Kvanefjeld Rare Earths Project – Greenland Noosa Conference | 22-24 July 2026 ASX: ETM
Slide 2: Disclaimer and Cautionary Statements
Disclaimer and Cautionary Statements For personal use only Important Notice and Disclaimer: This presentation is dated 22 July 2026 and provides a high-level overview of Energy Transition Minerals Ltd ("ETM" or the "Company") and its activities as at the date of release. It contains summary informat
Slide 3: Disclaimer and Cautionary Statements (cont'd)
Disclaimer and Cautionary Statements (cont’d) For personal use only Not Financial Product Advice: This presentation has been prepared without taking into account the objectives, financial situation or needs of any individual investor. Investors should make their own independent enquiries, seek profe
Slide 4: ETM Investment Highlights
ETM Investment Highlights Building a diversified critical minerals platform focused on Tier-1 jurisdictions 1 2 3 For personal use only Exposure to critical metals Global development Penouta Tin-Tantalum- geopolitical tailwinds platform Niobium Mine in Spain Accelerating global momentum to Advanced,
Slide 5: Globally Relevant Assets in Western Jurisdictions
Globally Relevant Assets in Western Jurisdictions Scarce, strategic assets with multiple pathways to value realisation For personal use only Lithium exploration, Spain Kvanefjeld REE Greenland Lithium exploration, Canada Penouta Sn-Ta-Nb 5 Spain 5
Slide 6: Corporate Snapshot
Corporate Snapshot Well capitalised, institutionally positioned ASX-listed critical minerals developer Corporate Structure Ownership Structure1 For personal use only Ticker ETM 14% Share Price (20-Jul-26) A$0.044 Shares on Issue 2,212M 8% Market Capitalisation A$95.1M Pro-forma Cash2 A$49.8M Enterpr
Slide 7: ETM Board
ETM Board Proven team with strong track record in complex jurisdictions, metals finance and value-creation Board of Directors For personal use only Simon Kidston Daniel Mamadou Sara Kelly Mark Saxon Aris Stamoulis Amy Jiang Non-Executive Chair Managing Director Executive Director Independent Directo
Slide 8: High-Calibre Strategic Advisory Board
High-Calibre Strategic Advisory Board Highly regarded Australian, Danish and US advisers For personal use only Jeppe Kofod Friis Arne Petersen Former Danish Minister for Foreign Affairs (2019-2022) Former Danish Ambassador to the United States Extensive experience in foreign affairs and European pol
Slide 9: US Engagement Strategy Accelerated
US Engagement Strategy Accelerated For personal use only Ballard Partners • Appointed as Strategic Advisors in the US • Brings extensive expertise in assisting critical minerals companies navigate policy and regulatory matters in America and globally • Strengthens ETM’s US ties and enhances its posi
Slide 10: Penouta Tin-Tantalum-Niobium Project, NW Spain
For personal use only Penouta Tin-Tantalum-Niobium Project, NW Spain 10
Slide 11: Penouta Tin-Tantalum-Niobium Project: One-of-a-kind in Europe
Penouta Tin-Tantalum-Niobium Project: One-of-a-kind in Europe Europe’s only developed tin-tantalum-niobium mine For personal use only • Penouta provides ETM with near-term production leverage and a strategic foothold in the European Union • Existing mine and processing infrastructure FRANCE • Critic
Slide 12: Penouta Overview
Penouta Overview Deep Value Acquisition of Penouta: Europe’s only Tin-Tantalum Mine For personal use only A recently operating European critical minerals asset • Location: Galicia, Spain • Commodities: Tin (Sn), Tantalum (Ta), Niobium (Nb) • Acquisition: ~€5.2M (~A$8.6M) from the administrator • Sun
Slide 13: Tin and Tantalum
Tin and Tantalum Critical raw materials for the EU; Strategic commodities for global growth For personal use only Tin demand driven by exponential demand growth for data • Indispensable: Tin solder used in all electrical appliances • Data Demand: Rapidly growing demand to support Artificial Intellig
Slide 14: Penouta: Current Status and Planned Next Steps
Penouta: Current Status and Planned Next Steps Project acquisition completed in July 2026 For personal use only • Foreign Direct Investment approval received from the Spanish Government in April 2026 • Land access agreement executed with the owners of the Dehesa da Chanca Community of Woods • Final
Slide 15: Why Penouta Matters to ETM
Why Penouta Matters to ETM Establishes European execution capability and platform optionality For personal use only Strengthens ETM’s Ethical and Secure Near-Term Established Efficient Logistics position to become a Tantalum Supply Revenue Potential Infrastructure and Market Access key future suppli
Slide 16: Kvanefjeld Rare Earths Project, SE Greenland
For personal use only Kvanefjeld Rare Earths Project, SE Greenland 16
Slide 17: Kvanefjeld Project – A Highly Strategic Project
Kvanefjeld Project – A Highly Strategic Project Potential to become a globally significant rare-earth project For personal use only • Located in Southern Greenland – mild climate with year-round deep-water port access • Globally significant deposit of neodymium and praseodymium – key for the manufac
Slide 18: Kvanefjeld – Strategic Location and Access
Kvanefjeld – Strategic Location and Access Favourable location in southern Greenland For personal use only Location and infrastructure advantages Narsarsuaq international airport is 35km away, a 4h 50m flight from Copenhagen Year-round direct shipping access via deep water fjords that lead directly
Slide 19: Why Kvanefjeld is Different…
Why Kvanefjeld is Different… Scale and mineralogy that peers struggle to replicate For personal use only Infrastructure advantages • Located <10km from ice-free deep-water fjord • Year-round direct shipping (no ice-roads required) • Access to hydropower and nearby Narsarsuaq Airport Favourable Proce
Slide 20: Why Rare Earths Matter Now
Why Rare Earths Matter Now Kvanefjeld is ideally positioned to help diversify global rare earth supply chains For personal use only Rare Earths Production Share1 ROW • Significant opportunity to diversify the 10-15% global supply chain for rare earths • Supply concentration now viewed as ROW strateg
Slide 21: Scarcity of Development-Ready REE Assets
Scarcity of Development-Ready REE Assets Very few large-scale projects that can realistically deliver the required supply Study / Development Construction Commercial Production For personal use only Only two Western producers A$210m A$456m 21 Sources: company disclosures as of the date of this docum
Slide 22: Kvanefjeld – A Transformational Asset for Greenland…and the World
Kvanefjeld – A Transformational Asset for Greenland…and the World For personal use only Potential to create long-term economic value for Greenland through jobs, skills, infrastructure investment, and royalties On a larger scale, the Project would supply a significant share of global rare earth deman
Slide 23: Kvanefjeld Project: Legal and Regulatory Pathway
Kvanefjeld Project: Legal and Regulatory Pathway For personal use only Fundamental right to an Exploitation Licence • Under Greenland’s Minerals Act, an Exploration Licence automatically entitles the holder to an Exploitation Licence once all conditions are met • The Government cannot refuse an Expl
Slide 24: Key Takeaways – Why Invest in ETM
Key Takeaways – Why Invest in ETM Unmatched scale For personal use only • Company pursuing its rights to a Tier-1 rare earths asset at Kvanefjeld • Brownfields tin-tantalum mine at Penouta Scarcity Value Rare critical minerals assets of scale in Tier-1 locations Multiple upcoming catalysts Strategic
Slide 25: For personal use only
For personal use only Tel: +61 8 9382 2322 Head Office Spain Greenland info@etransmin.com Ground Floor, Suite 2, C/- Ferraz 10-1 iz Nuugaarmiunt 523B www.etransmin.com 28 Ord Street, 28008 PO Box 156, Narsaq West Perth WA 6005 Madrid Greenland 3921 ASX: ETM ACN 118 463 004
Slide 26: Appendix
For personal use only Appendix
Slide 27: Penouta – Resources
Penouta – Resources JORC 2012 Mineral Resource calculated by SLR Consulting Ltd Grade Contained Metal Tonnes NSR Zone Category For personal use only (Mt) US$ Sn Nb2O5 Sn Ta2O5 Ta2O5 (ppm) (ppm) (ppm) (kt) (kt) Measured 5.9 30 569 100 98 3.4 0.6 Indicated 57.4 25 434 92 95 24.9 5.3 Leucogranite Infer