Li-Cycle Financials and Strategic Update slide image

Li-Cycle Financials and Strategic Update

Li-Cycle At-A-Glance: People, Planet, Profit Strategic Objectives Health and Safety Zero harm goal: Taking care of our employees, contractors and the community is our license to operate. Environmentally Sustainable Core to our culture: Our technology, operations and people support a global decarbonization and greener future. Profitable Growth Accretive returns: Capture growth at value for our shareowners. #1 A leading recycler of lithium-ion batteries and a sustainable alternative source of critical battery materials in North America¹ 2016 Founded by Tim Johnston and Ajay Kochhar 2021 Publicly listed in August (NYSE:LICY) Battery Materials Mega-Trends for Zero-Carbon Economy $509M Cash on Hand; ~$760M Pro Forma² 300+ Employees Globally Spoke & Hub Integrated Network³ 7 Spokes and 1 Hub in North America and Europe by 2023 Investment Highlights ☐ ☐ Sustainable Closed Loop Recycling Solution Proven and Patented Technology Speed to Market Commercially Contracted and Ready to Scale Robust and Integrated Customer Network Growing Electrified Market Domestic Supply of EV Revolution Battery Materials Li-Cycle Regulatory Tailwinds ☐ High Barriers to Entry ◉ ☐ Leadership Experience Compensation Tied to Execution 723 1) 2) 3) ESG 1 Collection of end-of-life batteries & scrap 2 Spokes recycle batteries & scrap into black mass 3 Hub to process into battery-grade nickel, lithium, and cobalt Based on installed permitted capacity for lithium-ion battery (LIB) recycling measured in tonnes per year. -$509 million cash on hand at April 30, 2022; $-760 million pro forma cash including $250 million investment in May and June 2022. Spokes expected to have a total of 65,000 tonnes of LIB processing capacity/year including four operational Spokes in 2022 and three operational Spokes in 2023; Rochester Hub expected to have 35,000 tonnes of black mass processing capacity/year or 90,000 tonnes LIB equivalent/year or 18 GWh with commissioning in 2023. Li-Cycle 4
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