Slide 1: Vertically Integrated Battery Anode Material Developments
For personal use only Vertically Integrated Battery Anode Material Developments ASX: EGR FSE: FMK OTCQX: ECGFF
Slide 2: Disclaimer
Disclaimer Securities Disclaimer Competent persons This document is for informational purposes only and does not constitute an offer to sell, or solicit to purchase, any securities. Such offer can be made only through proper subscription documentation and only to investors meeting strict Any informa
Slide 3: Our business, supporting the global transition to clean energy
Our business, supporting the global transition to clean energy High Value Vertically Integrated For personal use only Battery Anode Material EXTRACT UPGRADE RECYCLE Duma TanzGraphite EcoGraf HFfreeTM Anode Natural Graphite Battery Anode Material Recycling High quality, long life High performance, Ec
Slide 4: Corporate snapshot
Corporate snapshot Market capitalisation2 Cash balance1 Shares on issue2 at 30 September 2023 For personal use only A$91M A$34.7M 453M Share Price2 Stock Exchange Listings Major shareholders2 A$0.20 ASX: EGR Australian Securities Exchange Other Top 20 37.7% Board and management FSE: FMK 50% First Se
Slide 5: East African logistics hub supporting BAM supply chain
East African logistics hub supporting BAM supply chain 2023 Global For personal use only Legislation IRA has pushed development of critical battery minerals under MSP and trade deals EU Green Deal to support new supply chains in EU Critical battery minerals is creating increased cooperation between
Slide 6: Lithium-ion battery chemistry to drive strong demand for graphite
Lithium-ion battery chemistry NMC 111 NMC 622 NMC 811 NCA LFP Lithium-ion battery For personal use only to drive strong demand for graphite Metal Composition % Mass 1.1kg required per kWh 15-25 wt. % Anode graphite in a LIB Graphite Graphite Graphite Graphite Graphite Up to +100 kg Graphite Lithium
Slide 7: Structural shortage looming: demand and supply
Structural shortage looming: demand and supply EV adoption rates are forecast to increase demand for lithium-ion batteries with BMI forecasting the market to grow at a CAGR of 23.9% Graphite: one of For personal use only over the next 10 years. the fastest New markets for EV driving forecast demand
Slide 8: Global natural graphite production
Global natural graphite production EU Green Deal to support new supply Russia chains in EU For personal use only Norway Ukraine Canada 1 IRA has pushed development Pakistan China and funding into localized 800,000t resources in North America China accounted for over 90% of anode India exports global
Slide 9: US and EU legislation supports new supply chains
US and EU legislation supports new supply chains EcoGraf’s ESG credentials are aligned to the new climate change policies For personal use only Inflation Minerals Security Reduction Act Partnership EU Green Deal • Credit $3750: Critical • Critical minerals are • Responsible sourcing minerals extract
Slide 10: Our development history
Our development history MAR 38% increase in Epanko mineral resources PRODUCT TESTING For personal use only MAR Major Project Status Signing of Tanzanian AND ENDORSEMENT APR Framework Agreement COMMENCES Approved by Australian Government Completion of Epanko pre-development program JUL Epanko bankabl
Slide 11: Proprietary processing technology
Proprietary processing technology IP protection - International Examining Authority For personal use only deems all 25 patent claims novel and inventive Patent granted by US Patent and Trademark Office. Product made (outside of the US) by a patented process (patented in the US), would be an infr
Slide 12: High performance, low emission battery anode material
High performance, low emission battery anode material use only Superior Energy Storage Lowest CO2 footprint 364 362 capacity (mAh/g) 23.1 Kg CO2 eq. per kg CSPG 360 Synthetic Graphite Anode Material personal 358 356 Standard Natural 14.3 Kg CO2 eq. per kg CSPG Graphite Anode Material 354 352 5.0 – 1
Slide 13: Epanko natural flake graphite project
EXTRACT Epanko natural flake graphite project EPANKO • Development ready - project defined and de-risked, For personal use only commencing at 73,000tpa with potential to significantly expand production to meet market demand1 Natural Graphite • Evaluation of multi-stage expansion of Epanko in progres
Slide 14: Attractive financial returns for Epanko
Attractive financial returns for Epanko Platform For Potential High Value Future Expansion Key Production Metrics For personal use only Physicals Unit 2023 Update Physicals Unit 2023 Update NPV (10%, pre tax) US$M 348 Initial years Years 18 IRR (pre tax) % 36 Strip Ratio Waste : Ore 0.27 Payback Per
Slide 15: Operating cost update
Operating Updated operating Cost Update costs for Epanko Pre-Development Results US$/t Concentrate US$M For personal use only • Reduction in Drill & Blast Mining Cost 112 requirements for oxide material. 80% Free Dig. Process Plant Cost 211 • Mine schedule run on 850,000t/year, producing 73,000t G&A
Slide 16: Duma TanzGraphite natural graphite project
Duma TanzGraphite natural graphite project Contained JORC Tonnage Grade graphite classification (Mt) (%TGC) (Mt) Epanko 38% Resource For personal use only increase supports future Epanko Mineral Resource estimate >5.5% TGC1 expansion to meet Ore Reserve Total (Meas, Ind, Inf) 128.2 7.4 9.5 of 11.7Mt
Slide 17: Downstream battery anode materials
UPGRADE Downstream battery anode materials Global expansion driven by EV demand and legislation to encourage new and more The new state-of-the-art For personal use only processing facilities will HFfreeTM Battery sustainable supply chains manufacture BAM for the Anode Material Increased requirement
Slide 18: Full cycle active anode recovery
RECYCLE Full cycle active anode recovery ECOGRAF HFFREE™ PURIFICATION SUPPORTS CLOSED LOOP RECYCLING For personal use only EcoGraf Anode • Objective: Recover battery anode Material Recycling materials to provide customers lower battery costs and CO2 emissions: KEY ACTIVITIES 1 Production Anode Scrap
Slide 19: Priority material is production anode scrap
Priority material is production anode scrap Europe – initially For personal use only dominated by production Distribution of recyclable material (in GWh, kt) anode scrap 5 20 100 475 1,000 (~10 kt) (~70 kt) (~460 kt) (~2,650 kt) (~5,950 kt) • Between 2023 and 2030, 30% 20% 40% 90% 90% gigafactory sc
Slide 20: EcoGraf solution for anode scrap recycling
EcoGraf solution for anode scrap recycling PARTNERS PURIFICATION RAW MATERIALS Anode Electrode Scrap For personal use only Copper Product Sieving Natural Flake Delamination + pre-treatment Purification Graphite Graphite Product Graphite + Cu Foil Recycled Anode Natural Spheronised Binders Material G
Slide 21: Purification results for anode recycling
Purification results for anode recycling Positive results achieved for a range of product samples and customers under CA/NDA’s For personal use only Results support developing Carbon Grade after piloting plant for Production EcoGraf HFfree™ Anode Electrode Scrap Purification High Purity Li-ion Batte
Slide 22: Example of successful EcoGraf purification: anode scrap
Example of successful EcoGraf purification: anode scrap For personal use only ANODE SCRAP MATERIAL PROCESS → → 98.49% C → 99.95% C 22
Slide 23: Recycled anode electrochemical performance & CO2 benefit
Recycled anode electrochemical performance & CO2 benefit Global Warming Potential HELMHOLTZ - INSTITUTE : EIT award winning German Kg CO2 eq. per kg CSPG For personal use only research program confirms RecoBAMTM matches the electrochemical performance of newly manufactured commercial battery graphit
Slide 24: Pilot plant required for anode product qualification
Pilot plant required for anode product qualification RECYCLING ANODE MATERIAL SUPPORTS THE CIRCULAR ECONOMY For personal use only CLOSED LOOP RECYCLING RE-USE Lithium-ion Battery PRODUCTION MARKET Lithium-ion Battery Manufacturing SCRAP Anode Recycling Plant Natural + Synthetic Applications Natural
Slide 25: Supported by long standing partnerships
Supported by long standing partnerships For personal use only Australian and German Government Support Memberships and Affiliations 25
Slide 26: Key advantages
Key advantages Integrated battery anode material business supporting For personal use only the global transition to clean energy and e-mobility Over 8 years of technical work Downstream processing strategy Anode recycling provides a unique programs and extensive product centered on producing p
Slide 27: The future is electric
For personal use only The future is electric ASX: EGR FSE: FMK OTCQX: ECGFF JOIN OUR MAILING LIST www.ecograf.com.au