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Investor Presentaiton

A Rapidly Evolving Lithium Market GLOBAL LITHIUM SUPPLY SHORTFALLS EXPECTED (LCE TONNES) 6,000,000 5,000,000 4,000,000 3,000,000 2,000,000 1,000,000 0 2020 2025 2030 Total Supply 2035 2040 Base Case Demand Source: Benchmark Mineral Intelligence - Lithium Forecast, Q3 2022 LCE = lithium carbonate equivalent TSX.V: BRW brunswick bru exploration Ultium Michigan Panasonic - Kansas Tesla - Nevada BlueOvalSK Tenn BlueOvalSK - Kentucky II BlueOvalSK - Kentucky I LG-Holland Stellantis / LG Energy LG - Honda Ultium Tennessee Ultium Ohio Stellantis/Samsung Envision - South Carolina Toyota North Carolina Tesla - Austin SK - Georgia ONE - Michigan LG Queen Creek Tesla Fremont LiOH REQUIRED BY SELECTED GIGA-FACTORIES BY 2030 TOTAL ANNUAL DEMAND >650,000/tpy 10,000 20,000 30,000 40,000 50,000 60,000 SELECTED US LITHIUM HYDROXIDE SUPPLY BY 2030 Piedmont Carolina Lithium Standard Lithium Phase 2 Tennessee Lithium loneer Phase 2 TOTAL ANNUAL SUPPLY -230,000/tpy Livent Bessemer City NC Albemarle 100,000/tpy - Location tbd 0 10,000 20,000 30,000 40,000 50,000 60,000 1. Source: Benchmark Mineral Intelligence - Lithium Forecast, Q3 2022, company announcements and Piedmont Lithium estimates 4
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