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Ferroglobe : B. Riley Conference Investor Presentation 2025
Ferroglobe : B. Riley Conference Investor Presentation

About this update from Ferroglobe Plc
Driving innovation of critical materials essential to a sustainable future B. Riley Securities 25 th Annual Investor Conference May 2025 NASDAQ: GSM WHY FERROGLOBE 1 Attractive growth opportunity in EV & Solar Critical for energy transition Innovation & technical know-how Disciplined capital management 2 Strong balance sheet, net cash positive Attractive capital return policy 3 Leading western producer Global presence with a local focus Flexible production footprint SiMe & Si-Based fully integrated 4 No substitute for our products Competitive advantage - track record of innovation 5 Strong global customer base Focus on operational excellence 6 Local producer supplying local customers Critical input for hundreds of industrial applications Implementing Sales & Operations Planning (S&OP) Competitive advantage in energy ATTRACTIVE GROWTH POTENTIAL IN EV & SOLAR Ferroglobe well positioned to become a long-term growth company Key Value Drivers Tariffs / Trade measures Trade measures to level the playing field Expect Ferroglobe to be a net beneficiary of potential tariffs Encourages local supply chain development Accelerating energy transition Increasing penetration of EVs with significant benefits of silicon over graphite in the battery Onshoring / nearshoring trends benefit Ferroglobe as a local producer Expanding silicon metal capacity in North America Applying for a brownfield permit to meet expected growth in silicon use in advance technologies Actively developing strategic partnerships and alliances Invested in Coreshell to advance silicon-rich EV battery technology Expanding commercial relationships in Asia and the Middle East 4 Russia 1042% 12-Sep-24 28-Oct-24 Brazil 14%-73% 28-Mar-25 30-Apr-25 Kazakhstan 33%-281% 28-Mar-25 30-Apr-25 Malaysia* 17%-51%* 28-Mar-25 30-Apr-25 ENCOURAGING TRADE MEASURES DEVELOPMENT FeSi Combined AD/CVD Duties by Country Finalized by Finalized by Country Final Duty (1) Commerce ITC PV Solar Cells Combined AD/CVD Duties by Country Finalized by Finalized by Country Final Duty (1 ) Commerce ITC Cambodia 662%-3531% 21-Apr-25 2-Jun-25 Malaysia 25%-260% 21-Apr-25 2-Jun-25 Thailand 385%-982% 21-Apr-25 2-Jun-25 Vietnam 130%-406% 21-Apr-25 2-Jun-25 EU Safeguard Decision (includes all our main products) Decision by EC Preliminary decision Expected before end of June 2025 US Silicon Metal Case Initiation Proposed Filed Preliminary ITC Determination US Silicon Metal Up to 329% AD +subsidies 24-Apr-25 Expected by June 9, 2025 Trade Measures Ongoing Trade Measures Decided (1) these figures include the 10% basic tariff imposed by the US *Adjusted for Commerce Department correction (estimate) 5 Attention : This is an excerpt of the original content. To continue reading it, access the original document here .