Investor Presentaiton

Lithium Price Overview - Effect on Falchani Historical Lithium Carbonate Price (CNY/t LCE; Since April 2022) 600000 575000 550000 525000 500000 475000 450000 425000 ➤ Benchmark Mineral Intelligence forecasts price stability and recovery ➤ Contract prices between miners and off takers continue to remain high ➤ Slowdown in Chinese demand now reversing, battery makers re-stocking supplies ➤ Demand continues to outpace supply ➤Long-term macro view remains intact 400000 375000 350000 325000 300000 275000 250000 May Chart Source: tradingeconomics.com 30 Jun Jul Aug Sep Oct Nov Dec 2023 Feb Mar Apr 11 225000 217500 200000

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