Slide 1: Accelerating Energy Transition Through Battery Materials Discovery and Health Management
Accelerating Energy Transition Through Battery Materials Discovery and Health Management March 2026 1
Slide 2: Disclaimer
Disclaimer Although all information and opinions expressed in this Presentation, including market data and other statistical information, were obtained from sources believed to be reliable and are included in good faith, SES has not independently verified the information and makes no representation
Slide 3: Accelerating the Energy Transition Through AI
ACCELERATING THE ENERGY TRANSITION THROUGH AI UNIQUELY POSITIONED TO SOLVE THE ISSUES OF BATTERY DEVELOPMENT AND SAFETY REQUIREMENTS • Standard timelines are a hindrance to adoption of new technology with ingrained R&D processes by the largest cell makers • Energy transition needs are requiring more
Slide 4: The Genesis Mission marks a defining moment for the next era of American science
“The Genesis Mission marks a defining moment for the next era of American science. We are linking the nation’s most advanced facilities, data, and computing into one closed-loop system to create a scientific instrument for the ages, an engine for discovery that doubles R&D productivity and solves ch
Slide 5: SES AI History
SES AI History Establish 3 Business Units: ESS, Drones, Materials Launched focusing on revenue Molecular Universe generation Opened Electrolyte Acquired UZ for ESS Molecular Universe Foundry Boston, focusing on value NYSE Listing USA Formed JV with Hisun generation (NYSE: SES) for Materials Built ND
Slide 6: Multi-Pronged Business Opportunities Enabled by SES AI's Core Molecular Universe Platform
Multi-Pronged Business Opportunities Enabled by SES AI’s Core Molecular Universe Platform Materials Supply materials discovered through Molecular Universe SaaS platform ESS Supply fully integrated Cells hardware/software solutions with Supply high energy and power battery health and safety density a
Slide 7: ESS (Acquisition of UZ)
ESS (Acquisition of UZ) Supply fully integrated hardware/software solution for data centers and C&I SES AI Material discovery (ESS is #1 most searched query on MU) SES AI Battery Health Monitoring (Ensure safety and lifetime) 5-10kWh 10-100kWh 100-500kWh 5MWh • Molecular Universe battery health mana
Slide 8: Materials (JV with Hisun)
Materials (JV with Hisun) Supply materials discovered through Molecular Universe on a commercial scale Currently 6 breakthroughs discovered through Molecular Universe being tested at 40+ customers A. SES H2.32 – better cycle life and storage for EV B. SES S8.62 – better cycle life and power density
Slide 9: Materials breakthroughs discovered through Molecular Universe SaaS
Materials (materials breakthroughs discovered through Molecular Universe SaaS) Molecular Universe has already discovered 6 novel electrolyte materials across multiple applications A. SES-H2.32 B. SES-S8.62 C. SES-K3.1 D. SES-I3/J1 E. SES-K3/4/11 F. SES-G5-Gel Low Si anode –NCM811 High Si /Li-Metal –
Slide 10: Drones
Drones Supplying High Energy and Power Density and NDAA-compliant Li-Metal and Li-ion Cells ✓520High energy density: up to H10M Li-Metal, 500Wh/kg Capacity beyond 1 million ✓480cells/year Boston, USA Chungju, KOR Customized to meet ✓440customer requirements 3rd party Energy Density @ 0.2C (Wh/kg) H1
Slide 11: An AI4Science Platform Built by Battery Professionals, for Battery Professionals
An Al4Science Platform Built by Battery Professionals, for Battery Professionals This is the reality of today’s R&D Repeat the old ways—or accelerate discovery with Molecular Universe, an AI4Science SaaS platform covering the complete end- $200B+ 8–10 year 80% to-end workflow. It has already helped
Slide 12: Priorities for 2026 and Beyond
PRIORITIES FOR 2026 AND BEYOND LEVERAGE NEW BUSINESS UNIT LEADERSHIP TO EXECUTE ON ESS AND DRONE CELL OPPORTUNITIES EXECUTE ON CONVERSION OF NDAA-COMPLIANT LINE IN KOREA FROM EV CELLS TO DRONE CELLS CONTINUE GROWTH OF UZ ENERGY’S EXISTING HARDWARE BUSINESS IN AUSTRALIA, MIDDLE EAST, EUROPE AND U.S.
Slide 13: All-in on AI
All-in on AI T M 13