REC Silicon Investor Presentation

Pareto Investor Conference REC Silicon has multiple avenues to fuel the energy transition. BATTERY VALUE CHAIN SILANE SEMICONDUCTOR SOLAR VALUE CHAIN Silicon Anodes to Drive Silane Market Expansion. Moses Lake Sole major supplier of pure silane outside China ➤ Co-Location discussions with multiple potential partners ➤ $1.0B gross silane plant capex Growth Driver Proven Global Leader. Butte ➤ 3,200MT Si-gas ➤ Module loading EBITDA ~$30M Established Footprint to Capture Solar Market Upside. Moses Lake ➤ Moses Lake FBR Poly: 18,000MT Technology ➤ Yulin JV Technology Transfer Agreement of USD 200M Market Inflection 16 O REC Silicon ASA. All rights reserved. Confidential 1/15/2021 RECSILICON

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