Renascor Resources Ltd · ASX:RNU
Renascor Resources — Noosa Mining Virtual Conference 2020
18 slides from Renascor Resources's conference presentation, Jul 16, 2020
Slide 1: The Siviour Battery Anode Material Project: Competitive and Secure Supply from Australia
Renascor Resources For personal use only The Siviour Battery Anode Material Project: Competitive and Secure Supply from Australia Presentation to: Noosa Mining Virtual Conference, 16 July 2020 David Christensen, Managing Director ASX: RNU
Slide 2: Forward Looking Statements and Disclaimer
Forward Looking Statements This Presentation may include statements that could be deemed "forward-looking" statements. Although Renascor Resources Limited (the "Company") believes the expectations expressed in such forward-looking statements are based on reasonable assumptions, such statements are n
Slide 3: Highlights
Highlights Integration of battery anode material manufacturing operation with Renascor’s For personal use only Siviour Graphite Project provides path to capitalise on electric vehicle (EV) growth Paradigm-shifting event is starting to impact graphite Strong influence on downstream market for PSG. Si
Slide 4: Section 1: Graphite Market
For personal use only Section 1: Graphite Market 4 4
Slide 5: Global EV growth is creating a paradigm-shifting event for battery minerals
Global EV growth is creating a paradigm-shifting event for battery minerals Start of a global mega trend that will drive demand for minerals needed for lithium-ion batteries For personal use only EV sales as share of total cars We are here (Source: Benchmark Mineral Intelligence) Renascor Resources
Slide 6: Graphite is an essential part of the transition to lithium-ion batteries
Graphite is an essential part of the transition to lithium-ion batteries Increasing amounts of natural graphite will be needed to meet projected lithium-ion battery growth For personal use only We are here (Source: Benchmark Mineral Intelligence) Renascor Resources Ltd | ASX: RNU renascor.com.au 6
Slide 7: Graphite Concentrates are only starting to become a battery mineral
Graphite Concentrates are only starting to become a battery mineral Battery demand is growing at 19% annually (versus 2% for other uses) For personal use only 2028 Battery demand Other demand 2023 758,000 2018 2,049,000 139,000 694,000 666,000 554,000 Current use of Graphite By 2023, battery demand
Slide 8: EV momentum is stronger in market for Purified Spherical Graphite
EV momentum is stronger in market for Purified Spherical Graphite PSG is used exclusively in lithium-ion battery applications and thus provides more direct For personal use only exposure to growth in the EV sector Purified Spherical Graphite Demand SOUTH AUSTRALIA PSG demand increased 2.5x from 2015
Slide 9: Section 2: Battery Anode Material Study
For personal use only Section 2: Battery Anode Material Study 9 9
Slide 10: Renascor's battery anode material project in the graphite supply chain
Renascor’s battery anode material project in the graphite supply chain Renascor is developing a vertically integrated operation consisting of a mine and concentrator plus a For personal use only downstream operation to produce Purified Spherical Graphite (PSG) for sale to anode manufacturers Renasco
Slide 11: China currently produces 100% of natural Purified Spherical Graphite
China currently produces 100% of natural Purified Spherical Graphite Graphite Concentrate feedstock obtained both domestically and internationally before being converted to For personal use only PSG and used in China or exported to Japan and South Korea Emerging Emerging Existing and emerging anode
Slide 12: Renascor is a secure alternative source of PSG for anode makers
Renascor is a secure alternative source of PSG for anode makers Renascor offers a viable alternative to Chinese PSG supply through the first in-country mine and For personal use only PSG operation outside of China Emerging Emerging Existing and emerging anode markets Renascor to mine and process Gra
Slide 13: Renascor's integrated battery anode material manufacturing operation
Renascor’s integrated battery anode material manufacturing operation Renascor is planning to be the first integrated, in-country mine and PSG operation outside of China For personal use only Emerging SOUTH AUSTRALIA Emerging Anode customers Renascor Resources Ltd | ASX: RNU renascor.com.au 13
Slide 14: PSG sourced from Renascor's Siviour Graphite Deposit
PSG sourced from Renascor’s Siviour Graphite Deposit Siviour is unique in both its near-surface, flat-lying orientation and its scale as For personal use only one of the world’s largest graphite Resources Mineral Resource Estimate Resources TGC Contained Category (Mt) (%) Graphite (Mt) Siviour’s sha
Slide 15: Graphite Concentrate feedstock at industry leading costs
Graphite Concentrate feedstock at industry leading costs Graphite Concentrate DFS confirms lowest quartile OPEX For personal use only (Source: Benchmark Mineral Intelligence. See Renascor ASX announcement dated 11 November 2017, p 27) Renascor Resources Ltd | ASX: RNU renascor.com.au 15
Slide 16: Comparative advantage in PSG production
Comparative advantage in PSG production Renascor’s PSG production benefits from obtaining Siviour Graphite Concentrate feedstock at cost For personal use only of production, rather than market price. This price difference has an exaggerated impact on PSG operating costs because only half of the Grap
Slide 17: Summary
Summary Integration of battery anode material manufacturing operation with Renascor’s For personal use only Siviour Graphite Project provides path to capitalise on electric vehicle (EV) growth Paradigm-shifting event is starting to impact graphite Strong influence on downstream market for PSG. South
Slide 18: Renascor Resources Limited contact details
For personal use only Renascor Resources Limited 36 North Terrace Kent Town, South Australia 5067 Phone: + 61 8 8363 6989 Email: info@renascor.com.au Website: www.renascor.com.au ASX Code: RNU
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