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Investor Presentaiton

2020 2021 GWh/year 5,000 4,500 4,000 ~7x increase by 2030 3,500 3,000 2,500 2,000 1,500 1,000 500 ~13x increase by 2035 Mt 3,000 2,500 2022 2,000 T ■E-buses ■Stationary storage ■Commercial EVs 2023 T 2024 T 2025 T 2026 т 2027 2028 2029 2030 1,500 1,000 Enhances exposure to the EV and clean energy metal thematic IGO is a direct beneficiary of increasing lithium-ion battery demand through Ni and Li Lithium-ion battery demand outlook (GWh/year)1 igo Nickel & Lithium demand from lithium-ion batteries (tonnes)1 ...Lithium demand to increase ~11x 2031 Nickel demand to increase ~7x 1. Source: Bloomberg NEF - October 2021. ■Consumer electronics ■ Electric two-and three-wheelers ■Passenger EVs 2032 T 2033 T 2034 500 2035 Battery demand set to increase significantly as passenger EV adoption rates accelerate Nickel and Lithium expected to be strong beneficiaries of increased battery demand 2020 2021 2022 2023 2024 2025 2026 ■Lithium (LCE) ■ Nickel 2027 2028 2029 2030 2031 2032 2033 2034 2035 10
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