Syrah Resources Limited · ASX:SYR
Syrah Resources — Advanced Automotive Battery Conference Europe 2022
19 slides from Syrah Resources's conference presentation, Jun 15, 2022
Slide 1: Mine to Anode
For personal use only Mine to Anode Advanced Automotive Battery Conference Europe June 2022 Joe Williams – Technical Marketing Manager (Syrah Global DMCC) -
Slide 2: Important notice and disclaimer
Important notice and disclaimer This presentation is for information purposes only. Neither this presentation nor the information contained in it constitutes an offer, invitation, solicitation or recommendation in relation to the purchase or sale of shares in any jurisdiction. This presentation may
Slide 3: Company Overview
DRAFT FOR DISCUSSION PURPOSES ONLY – STRICTLY CONFIDENTIAL For personal use only NOT FOR DISTRIBUTION OR RELEASE IN THE UNITED STATES Company Overview 2 Photo: Balama Graphite Operation
Slide 4: Syrah's Value Proposition
Syrah’s Value Proposition For personal use only Electric Vehicles require graphite ● Electric Vehicle (“EV”) adoption is gaining momentum ● Anodes in lithium-ion batteries used in EVs are made of graphite Syrah’s vision is to be the Graphite is a strategic critical mineral world’s leading supplier o
Slide 5: Syrah's Positive ESG Profile
Syrah’s Positive ESG Profile For personal use only ✓ ISO:45001 and ISO:14001 certification at Balama ✓ Vidalia expansion project being developed in line with best practice Leading ESG standards health, safety and environmental standards ✓ Critical Risk Management Framework embedded across the Group
Slide 6: Syrah is a globally integrated natural graphite producer
Syrah is a globally integrated natural graphite producer A global business to service the growing demand for natural flake graphite and processed graphite-based products For personal use only : Balama Graphite Operation • Ore Reserves 107Mt at 16% TGC1 (17Mt of contained graphite) underpinning a 50+
Slide 7: Syrah's vision is to become a leading supplier of anode products
Syrah’s vision is to become a leading supplier of anode products For personal use only AAM Vidalia, USA Production Potential2 Asia Tolling (>20ktpa) Base FID Taken BFS Underway Europe Potential Additional Potential Further Vidalia Customer Initial Expansion Expansion: Vidalia Expansion + Europe AAM
Slide 8: Product Overview
DRAFT FOR DISCUSSION PURPOSES ONLY – STRICTLY CONFIDENTIAL For personal use only NOT FOR DISTRIBUTION OR RELEASE IN THE UNITED STATES Product Overview 7 Photo: SEM CLP16
Slide 9: Anode Material KPIs
Anode Material KPIs Internal (Vendor) Benchmark Results (Current) For personal use only Powder Properties (Carbon) Battery Performance Natural Graphite Synthetic Graphite Silicon Characteristic Typical Ranges Gravimetric Purity (LOI Carbon%) >99.9% (Min) - > 99.99% Capacity 5 Particle Size Distribut
Slide 10: Syrah progressing to be a vertically integrated natural graphite anode supplier
Syrah progressing to be a vertically integrated natural graphite anode supplier The Vidalia facility is fully integrated to complete all steps in the process for production of AAM using Balama natural graphite For personal use only Typical Production Tree for Natural Graphite and Artificial Graphite
Slide 11: CLP Product Line
CLP Product Line Natural Graphite Anode Active Material For personal use only Morphology Standard CLP-18 CLP-12 Dmin - D10 10.0 ± 2.0 7.0 ± 2.0 Particle Diameter µm D50 ASTM E2651 18.0 ± 2.0 12.0 ± 2.0 D90 27.0 ± 3.0 24.0 ± 3.0 D99 ≤ 50 ≤ 50 BET Specific Surface Area 2.5 ± 0.5 < 4.0 (SSA) m²/g ISO 9
Slide 12: Technical Performance
DRAFT FOR DISCUSSION PURPOSES ONLY – STRICTLY CONFIDENTIAL For personal use only NOT FOR DISTRIBUTION OR RELEASE IN THE UNITED STATES Technical Performance 11 Photo: Syrah Lab
Slide 13: Committed to measuring and mapping material characteristics to performance
Committed to measuring and mapping material characteristics to performance Electrochemical expertise developed internally through external cell testing and customer interaction – For personal use only supplementary consultancy as required Measuring and Mapping Interdependencies Atomic Structure Powd
Slide 14: CLP18: Half Cell Performance
CLP18: Half Cell Performance Internal (Vendor) Benchmark Results (Current) For personal use only Chart KPIs & Method Half Cell Results - Feb '22 CLP-18 Specific Capacity First Cycle Efficiency Rate (Delithiation)- (mAh/g) (%) 1C:C/20 (%) 100% 370 362.9/359.8 359.8 94.17 99.2% 360 98% Charge/Discharg
Slide 15: Cycle Life and Particle morphology
Cycle Life and Particle morphology Syrah’s CLP Product cycle life is enhanced through particle engineering For personal use only 25⁰C – Full coin-cell, Ni(622) Cathode Cross-section and Carbon Coating 10µm 5µm 1C/1C, 3.0-4.2V 100% = first charge capacity Source: EU Cell maker benchmarking data, ener
Slide 16: Market Update
DRAFT FOR DISCUSSION PURPOSES ONLY – STRICTLY CONFIDENTIAL For personal use only NOT FOR DISTRIBUTION OR RELEASE IN THE UNITED STATES Market Update 15 Photo: Li-ion Cell Production
Slide 17: xEV adoption requires significant lithium-ion battery supply
xEV adoption requires significant lithium-ion battery supply Growth has been incredibly strong, market share has increased to ~24% in China for April For personal use only xEV (BEV + PHEV) Li-ion Battery 800 700 600 Global EV Sales (‘000 Units) 500 400 300 200 100 0 Jan Feb Mar Apr May Jun Jul Aug S
Slide 18: Significant Active Anode Material is required for the lithium-ion battery market
Significant Active Anode Material is required for the lithium-ion battery market For personal use only Anode Market Share Global Anode Material Production (kt) 2021 1,200 Silicon LTO 1% 1% Other 0% MCMB 1,000 +40% 0% Natural 37% 800 +65% Synthetic 61% 600 +36% 2030 400 Silicon Other 5% LTO 2% 2% MCM
Slide 19: Natural flake graphite is the key feedstock for Active Anode Material
Natural flake graphite is the key feedstock for Active Anode Material Not all natural graphite is suitable for consumption as Active Anode Material, major industrial markets are steel and foundry For personal use only China back to net importer 20.0 15.0 10.0 Natural Flake Graphite (kt) 5.0 China Im
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