Investor Presentaiton
Three Key Questions
Will the battery chemistry change?
Graphite is fundamental to every battery chemistry, up to 5-10% may be replaced by SiO
Giga factories across the world have made technology choices today which will be unlikely to
change in the next 15+ years, natural flakes expected to account for 50-60% of all AAM
Graphite anodes dominate half the lithium-ion battery (1.2kg per Kwh required)
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Source: Benchmark Minerals
Do OEM's want to diversify their supply chains?
China dominates the natural and synthetic graphite extraction and anode manufacturing industry
End-users have become increasingly vocal about diversifying the supply chain
Chinese suppliers have had limited focus on sustainability and use toxic hydrofluoric processes and
rely on coal-fired power for production
SRG
Battery Minerals
Do the USA and UK / Europe have a viable AAM procurement strategy?
Projected European battery manufacturing capacity will require 646 ktpa of active anode material in
the next decade, similar demand growth is expected in the USA
No credible American or UK / European-based supplier, at scale, has emerged to date despite several
attempts
No, Yes and No
www.srgmining.com | TSX.V SRG
Mining
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