Novonix Ltd · ASX:NVX
Novonix — Corporate Update (February 2024)
10 slides from Novonix's corporate update, Feb 13, 2024
Slide 1: ASX Announcement: NOVONIX Hosts Webcast Following Panasonic Off-Take Announcement
ASX ANNOUNCEMENT (ASX: NVX ) EXHIBIT 99.1 12 February 2024 NOVONIX Hosts Webcast with Dr. Chris Burns Following Panasonic Off-Take Announcement - Chief Executive Officer spoke to the positive implications of the agreement - BRISBANE, Australia, February 12, 2024 - NOVONIX Limited (NASDAQ: NVX, ASX:
Slide 2: Forward-Looking Statements
among others, statements we make regarding our plans to scale operations and expand our Riverside facility, our targeted production volume and the potential benefits we expect to realize under the Inflation Reduction Act. We have based such statements on our current expectations and projections abou
Slide 3: Set for Growth: Panasonic Energy Supply Agreement Announcement
Logo Set for Growth Panasonic Energy Supply Agreement Announcement, February 2024
Slide 4: Presentation Disclaimer
The information contained in this presentation (the “Presentation”) has been prepared by NOVONIX Limited (ACN 157 690 830) (“the Company” or “NOVONIX”) solely for information purposes and the Company is solely responsible for the contents of this Presentation. It is intended to be a summary of certa
Slide 5: Investment Highlights
1 st Large Scale U.S. Production Site for High Performance Synthetic Graphite Investment Highlights Leading U.S. based battery materials and technology company with lower carbon footprint Large and growing market for battery materials supported by localization efforts Intellectual property portfolio
Slide 6: Strong EV Growth Building Pressure for a Localized Supply Chain
Strong EV Growth Building Pressure for a Localized Supply Chain Battery Demand Remains Robust (GWh +36% CAGR ESS Various OEMS Toyota Volkswagen BMW Stellantis Honda Ford GM Tesla Other 1,259 150 2023 2025 2030 Market is estimating ~20% North American growth in 2024. Some OEMs have slowed plans, but
Slide 7: High Performance Anode Material Helping to Address North America Shortfall
NOVONIX High Performance Anode Material Helping to Address North America Shortfall North American Graphite Shortfall, Ex-China (Thousand tpa) NVX N.A. 2025 Demand Supply 0 500 1,000 1,500 2030 Demand Supply 0 500 1,000 1,500 Source: Benchmark Minerals Intelligence (December ‘23), NOVONIX NOVONIX Ano
Slide 8: Panasonic Energy and NOVONIX Sign a Binding Off-take Agreement
Panasonic Energy and NOVONIX Sign a Binding Off-take Agreement Panasonic Energy Panasonic Energy is a leading developer of battery cell technology for EV and ESS batteries in the U.S.Panasonic Energy has developed relationships with Tesla, Honda, Toyota, Mazda, Subaru, Ford, and Lucid in North Ameri
Slide 9: Customer Commitments Support NOVONIX North American Growth Plan
Customer Commitments Support NOVONIX North American Growth Plan Anode Market Share1: ~1.6% ~4.0% ~11.9% NOVONIX Capacity & Growth Plans NOVONIX’s Illustrative Scale Plan4 Phase 1: Riverside 20K tpa 2 3 Phase 2: Riverside & Greenfield #1 50K tpa 2,3 Phase 3: Additional Greenfields >150K+ tpa 2 KORE P
Slide 10: 2024 Focus Items - Set For Growth
2024 Focus Items-Set For Growth Maintain Industry Leading R&D Efforts for Battery Materials Scale Operations – On Track to Deliver Commercial Production Secure Tier 1 Customers Secure Financing to Scale Operations Enhance BTS offerings for additional revenue and services Test high nickel cathode mat