Northern Graphite Corporation · TSXV:NGC
Northern Graphite — Investor Presentation (June 2026)
39 slides from Northern Graphite's investor presentation, June 2026
Slide 1: Innovation Unleashed
INNOVATION UNLEASHED ADVANCING MINING • POWERING BATTERIES • REDEFINING CARBON TSXV: NGC | OTC: NGPHF | FRA & XSTU: 0NG
Slide 2: Forward Looking Statements
FORWARD LOOKING STATEMENTS This presentation may contain forward-looking information and forward-looking statements (collectively, “forward-looking statements”) which relate to future events or future performance and reflect management's expectations and assumptions regarding Northern Graphite Corpo
Slide 3: Cautionary Note to United States Investors Regarding Mineral Resources
CAUTIONARY NOTE TO UNITED STATES INVESTORS REGARDING MINERAL RESOURCES Disclosure regarding mineral resource and mineral reserve estimates included in this presentation were prepared in accordance with National instrument 43-101 - Standards of Disclosure for Mineral Projects (“NI 43-101”). This pres
Slide 4: Why Invest?
WHY INVEST? THE ONLY G7 GRAPHITE PRODUCER BUILDING A SCALED EX-CHINA MATERIAL PLATFORM Micrograph of BAM CRITICAL NATURAL HIGH-VALUE CAPITAL-EFFICIENT GRAPHITE SUPPLIER TRANSFORMATION EXECUTION • Only producing natural graphite • Proven Battery Anode Material • Partner-led project model reduces ass
Slide 5: Unlocking Graphite Supply
UNLOCKING GRAPHITE SUPPLY OPERATING TODAY. SCALING WITH DEMAND. THE BATTERY TRANSITION IS CONSTRAINED BY GRAPHITE PROCESSING CAPACITY CHINA PROCESSING SUPPLY DOMINANCE CONSTRAINT CONSTRAINT • >90% of graphite • Processing, not mining, • New BAM supply takes processing in China limits supply growth y
Slide 6: From Mine to Battery Anode Material (BAM)
FROM MINE TO BATTERY ANODE MATERIAL (BAM) EXECUTING A PHASED, DEMAND-DRIVEN EX-CHINA SUPPLY CHAIN TECHNOLOGY CENTER BAM development in Frankfurt, Germany • Primary BAM innovation center Mine Active Asset • In-house battery testing and validation Lac-des-Iles, • Direct support for customer qualificat
Slide 7: Northern Graphite
NORTHERN GRAPHITE YOUR SOLUTION FOR CRITICAL MINERALS SUPPLY GLOBAL FOOTPRINT • 75+ Employees • 5 Sites • 3 Continents MINING • 1 active; 1 restart; 1 dev. project • 3.29 Mt of Cg M&I Resource • Ready to scale with demand 4000 9000 North America’s Only BATTERY MATERIALS Revenue (CAD thousands) 3500
Slide 8: Electrification Unleashed
ELECTRIFICATION UNLEASHED ELECTRIFICATION IS ACCELERATING DEMAND FOR CRITICAL BATTERY MATERIALS Electrification is accelerating demand for critical battery materials across EVs, energy storage, and advanced applications. At the same time, supply remains constrained and increasingly strategic. This d
Slide 9: Electrification is Battery-Enabled – Graphite-Intensive
ELECTRIFICATION IS BATTERY-ENABLED – GRAPHITE-INTENSIVE DRIVING THE GLOBAL ENERGY TRANSITION 62% CAGR in battery energy storage systems deployment (5 years), renewables-driven surge in battery demand 26% CAGR in combined Humanoid robotics and global BEV and PHEV sales drones will be next- (5 years),
Slide 10: E-Mobility – Makes Graphite a Structural Demand Material
E-MOBILITY – MAKES GRAPHITE A STRUCTURAL DEMAND MATERIAL GRAPHITE IS THE LARGEST COMPONENT IN LITHIUM-ION BATTERIES 12000 Li-ion battery demand 10000 Market Size (GWh) 8000 CAGR 14% 6000 4000 2000 0 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 2037 2038 2039 2040 Source: SNE market in
Slide 11: Natural Graphite BAM Market
NATURAL GRAPHITE BAM MARKET GROWING EX-CHINA SUPPLY DEFICIT 900 800 Ex-China BAM Demand Natural Graphite Battery Anode Material (kt) 700 • Rapid electrification drives sustained demand for natural graphite-based BAM 600 2035E • 22% average annual growth CAGR Supply Gap expected through 2035 500 22%
Slide 12: Global Geopolitics: Situation Critical
GLOBAL GEOPOLITICS: SITUATION CRITICAL DIVERSIFICATION IS BECOMING CRITICAL TO EX-CHINA SUPPLY RESILIENCE Trade Barriers Significant risks to global graphite supply China Dominance 1 Supply Chain Vulnerability 80% of natural graphite concentrate 99% of spherical purified graphite (SPG) Exposure to t
Slide 13: Natural Graphite Portfolio
NATURAL GRAPHITE PORTFOLIO SERVING INDUSTRIAL AND BATTERY MARKETS – TODAY AND TOMORROW Adv. Materials Defense OUR SOLUTION FOR A RESILIENT, DIVERSIFIED CUSTOMER BASE Industrial Applications Robotics BESS xEV Northern Graphite | Corp Slide Deck | June 2026 13
Slide 14: Growing Production
GROWING PRODUCTION NEAR-TERM, MODULAR GROWTH FROM EXISTING AND BROWNFIELD ASSETS TARGETING 100,000 TPY OF PRODUCTION FROM 3.29 MT OF CONTAINED Cg IN MEASURED & INDICATED RESOURCES WITH MODULAR EXPANSION POTENTIAL ACROSS LAC DES ILES, CANADA OKANJANDE, NAMIBIA BISSETT CREEK, CANADA 25,000 TPY 31,000
Slide 15: Lac des Iles (LDI), Canada
LAC DES ILES (LDI), CANADA NORTH AMERICA’S ONLY PRODUCING GRAPHITE MINE Mine lease LDI Discovery Resource Upgrade Mine Life Active Status Only Mine History natural graphite mine in G7 1980 1992 2024 2026 203x 35 years Quality Start of Operation Pit Extension & Restart Proven Graphite Production Oper
Slide 16: Okanjande, Namibia
OKANJANDE, NAMIBIA FULLY PERMITTED, LOW-COST SCALE-UP Mine lease NAM Discovery Care & Maintenance Restart Former producing mine with low- Status Mine History capex Restart potential 1990 2017 2022 2026 2027 Stable, Mining-Friendly Location Start of Operation Plant relocation Namibia Jurisdiction 31
Slide 17: Bissett Creek, Canada
BISSETT CREEK, CANADA LONGER-TERM NORTH AMERICAN GROWTH LEVER Mine lease BC Discovery Expansion PEA Start of Mine Advanced Status Mine History Permitting 1980 2012 2013 2027 20xx Our duty Favorable Feasibility Study (FS) Update FS ESG Profile Low-Cost small medium 44 kt Planned Annual Operation mini
Slide 18: Innovation Unleashed
INNOVATION UNLEASHED ELECTRIFICATION UNDERPINS FUTURE ENERGY SECURITY Enabling the transition with high-performance Battery Anode Material (BAM) – the largest mineral component in lithium-ion batteries. Our mines and planned BAM facilities are in favorable jurisdictions, reducing supply-chain risk f
Slide 19: Global BAM Plant Network
GLOBAL BAM PLANT NETWORK BUILDING A PHASED, MARKET-ALIGNED GLOBAL BAM PLATFORM YANBU, KSA BAIE-COMEAU, CANADA NORTHERN FRANCE • Cost-competitive BAM project • Cost-effective, modular design in • Permitting & financing facilitated as backed by JV Partnership with partnership with BMI Group that can “
Slide 20: Kingdom of Saudi Arabia BAM Project
KINGDOM OF SAUDI ARABIA BAM PROJECT PARTNERING IN YANBU WITH THE OBEIKAN GROUP Yanbu Battery Anode Material Plant Term Sheet JV First Positioned to serve Market Plant Timeline Agreement completion Production Asia, European & NA markets 2025 2026 2026 2027 2028 Yanbu Location Construction Export-orie
Slide 21: Canada BAM Project
CANADA BAM PROJECT NORTH AMERICAN BAM GROWTH PLATFORM Baie-Comeau Battery Anode Material Plant Location Final Investment Start of Awaiting Status Lac des Îles & Plant Timeline Selection Decision Operation Graphite corridor with Power Allocation Bissett Creek graphite deposits 2023 2026 2027 2027 202
Slide 22: France BAM Project
FRANCE BAM PROJECT "STRATEGIC STATUS" UNDER CRITICAL RAW MATERIALS ACT France Battery Anode Material Plant Germany Engineering Battery Testing CRMA Final Investment Start of Strategic Proximity to Market Plant Timeline Project Decision Operation EU Gigafactories 2025 2027 2027 2028 2030 Port Locatio
Slide 23: Redefining Graphite
INNOVATION UNLEASHED REDEFINING GRAPHITE We deliver graphite products that power next-generation batteries. Our vertically integrated mine-to-market model supplies North American, European and Asian customers – from industrial graphite today to natural-graphite anode materials tomorrow.
Slide 24: Battery Division – Key Capabilities
BATTERY DIVISION – KEY CAPABILITIES INFRASTRUCTURE, EXPERTISE & INNOVATION LOCATION TEAM ANALYTICS BATTERY TESTING 440 m² state-of-the-art lab on PhD-level materials and Comprehensive graphite In-house coin cell testing for Heraeus campus near battery scientists with deep material characterization l
Slide 25: Integrated Global Processing for Battery Anode Material
INTEGRATED GLOBAL PROCESSING FOR BATTERY ANODE MATERIAL PROCESS AND PRODUCT KNOWLEDGE ARE KEY FOR STRATEGY EXECUTION MINING DIVISION BATTERY DIVISION MINE & PROCESSING SPHEROIDIZATION HF PURIFICATION COATING BATTERY TESTING NAMIBIA / CANADA KSA / NAMIBIA / CANADA KSA / EUROPE / CANADA KSA / EUROPE /
Slide 26: Vertical Integration from Concentrate to BAM
VERTICAL INTEGRATION FROM CONCENTRATE TO BAM MASS FLOW MODEL FOR 25 KT BAM PROCESSING PURIFI- MINE & PROCESSING SPHEROIDIZATION HF COATING CUSTOMER TESTING CATION Jumbo Flakes Flakes for Industrial Applications Large Flakes Carbon Additive Graphite Graphite Agglomerated Concentrate Dust Graphite Dus
Slide 27: Moving Up the Value Chain
MOVING UP THE VALUE CHAIN SAME FEEDSTOCK, HIGHER MARGINS, DIVERSIFIED RISK Natural graphite usage by application 2026E BAM: Primary Battery Revenue Value Progression BAM Eco: Batteries Upcycling Opportunity 20% Refractories Foundries Graphite 58% 42% 7% flakes: Friction products Feedstock & 2% Cash-
Slide 28: High Quality Natural Flake Graphite
HIGH QUALITY NATURAL FLAKE GRAPHITE ESTABLISHED CUSTOMER BASE FOR MORE THAN 30 YEARS M100 / M150 (SMALL) 80X150 (MEDIUM) 50X80 (LARGE) 20X50 (JUMBO) 200 µm 200 µm 200 µm 200 µm Mesh size -100 / -150 Mesh size -80 +150 Mesh size -50 +80 Mesh size -20 +50 Carbon range 94 - 97 % Carbon range 94 - 97 %
Slide 29: Tailored BAM for Global Battery Markets
TAILORED BAM FOR GLOBAL BATTERY MARKETS OPTIMIZED BAM PORTFOLIO BATTERY ANODE MATERIAL - BAM SMALL BATTERY ANODE MATERIAL - BAM LARGE 375 theoretical max. 98 375 theoretical max. 98 First Discharge Capacity (mAh/g) First Discharge Capacity (mAh/g) 370 97 370 97 First Coulombic Efficiency (%) First C
Slide 30: Our Value Proposition
NORTHERN GRAPHITE OUR VALUE PROPOSITION As North America’s only operating natural graphite producer, we deliver secure, Ethically-sourced graphite from transparent OECD-aligned supply chains, today, while building a vertically integrated platform for battery materials tomorrow. Our products support
Slide 31: Care Create Collaborate
WORKING TOGETHER NOW TO ENABLE A GREENER TOMORROW OUR VALUES CARE Our people, Our communities, Our customers, Our world. We are not doing this alone, we are part of the solution. COLLABORATE CREATE The change starts now, we are not waiting but improving every day, for us and for our children. We are
Slide 32: Our Commitment
OUR COMMITMENT REDEFINING GRAPHITE WITH UNIQUE & AMBITIOUS ESG GOALS PARTNERING SUSTAINABLE LOCALLY MINING Building long-term Renewable energy use partnerships with local where available, and communities and First continuous improvement in Nations energy intensity INCLUSION, EQUITY HEALTH & DECARBON
Slide 33: Experienced Leadership
EXPERIENCED LEADERSHIP GLOBAL MINING & INDUSTRY EXPERTISE Northern Graphite Executives Hugues Jacquemin Niall Moore Maximilian Meier Dr. Moritz Hantel Michael Grimm CEO 30+ yrs leadership in CFO 35+ years COO Leads global industrial CPO Leads product strategy and CCO & President of NGC BM graphite a
Slide 34: Near-Term Execution Catalysts
NEAR-TERM EXECUTION CATALYSTS ADVANCING OPERATIONS, FEEDSTOCK AND BAM DEVELOPMENT EXPANDING PRODUCTION FEEDSTOCK EXPANSION BAM PLATFORM LAC DES ILES OKANJANDE SAUDI ARABIA PIT EXTENSION MINE RESTART BAM FACILITY NEAR-TERM WITHIN NEXT 18 MONTHS WITHIN NEXT 30 MONTHS ✓ Government Financing for pit – Q
Slide 35: Capital Structure
CAPITAL STRUCTURE FOCUSED ON CASH MANAGEMENT PUBLIC LISTINGS PEER COMPARISON (JUNE 2025 TO MAY 2026) EXCHANGE NAME NORTHERN'S TICKER 400% Canadian Stock Exchange (TSX-V) NGC OTCQB Venture Market (OTCQB) NGPHF 300% Frankfurt Stock Exchange (FRA) 0NG Börse Stuttgart (XSTU) 0NG 200% CAPITAL STRUCTURE (
Slide 36: Execution Unleashed
EXECUTION UNLEASHED DE-RISKING THE GLOBAL ENERGY TRANSITION – THROUGH SECURE GRAPHITE SUPPLY SECURE GRAPHITE SUPPLY FIRST MOVER ADVANTAGE SCALE-UP PATHWAY • Secure G7 Supply aligned with OECD • Only commercial natural graphite • Fully integrated mine-to-anode material standards producer in North Am
Slide 37: Multiple Catalysts for Near-Term Value Creation
MULTIPLE CATALYSTS FOR NEAR-TERM VALUE CREATION NEW PRODUCTION, FEEDSTOCK GROWTH AND BATTERY MATERIALS DEVELOPMENT $ CASH FLOW NEAR-TERM GROWTH Immediate exposure to Capital-efficient growth producing graphite assets and through brownfield expansions stable industrial markets and mine restarts INTER
Slide 38: Glossary
GLOSSARY ABBREVIATIONS & DEFINITIONS Abbreviation Explanation Abbreviation Explanation BAM Battery Anode Material synonym for Anode Active Material (AAM) IP Intellectual Property, e.g. patents BEV Battery Electric Vehicle JV Joint Venture BESS Battery Energy Storage System KSA Kingdom of Saudi Arabi
Slide 39: Innovation Unleashed
INNOVATION UNLEASHED ADVANCING MINING • POWERING BATTERIES • REDEFINING CARBON TSXV: NGC | OTCQB: NGPHF | FRA & XSTU: 0NG INFO@NORTHERNGRAPHITE.COM INFO@NORTHERNGRAPHITE.COM +1 613 271 2124 NORTHERNGRAPHITE.COM NORTHERNGRAPHITE.COM
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