Investor Presentaiton
MERDEKA
COPPER GOLD
Established Partnerships with Global EV Battery Leaders
Merdeka Battery Materials has strong strategic cooperation with CATL, Tsingshan and Huayou Cobalt, who are
all major global players in the EV battery value chain
•
青山控股
One of the world's largest nickel and stainless-steel producers
•
TSINGSHAN
•
Centralised management provides operating efficiency, cost
competitiveness and scale benefits
CATL
World's no.1 EV battery maker with 37% market share in 2022
11,248
JV Partner with MBM
on 3 RKEFS, AIM,
IKIP and an offtaker
for saprolite ore from
SCM
• Best-in-class nickel business operations provides globally
competitive cost position and capital intensity advantage
7,192
■C1 Cash
36% less
than RoW
Average²
Cost $t/Ni
Strategic
shareholder of
Merdeka
•
• 5% strategic shareholder of Merdeka Copper Gold and MOU to
cooperate on battery metals supply chain in Indonesia
Strong relationships with global OEMs which MBM will benefit
from
CATL's
Select Key
OEM
Customers
TESLA
T
gm
DAIMLER
TOYOTA
Mercedes-Benz
B
w
华友钴业
One
HUAYOU COBALT
Strategic shareholder
in MBM, limonite
offtaker for SCM
HYUNDAI
RENAULT
ROW Average
Tsingshan
of China's major Nickel-Cobalt-Manganese cathode
suppliers with a strategic shareholding in MBM
Currently constructing a slurry pipeline (along the haul road) to
transport limonite to their HPAL plant at IMIP
SULAWESI TENGAH
Haul & Pre
Future
partnerships
Opportunity to
establish additional
partnerships over
time
• The quality of MBM's existing strategic partners is a testament to
its clear strategic significance in the EV battery value chain
• Haul road may also yield partnerships by connecting other mining
concessions to IMIP
Huayou is constructing a
slurry pipeline parallel to
the haul road to transport
limonite to its processing
plant at IMIP
Source: S&P Global Market Intelligence, CRU, Macquarie Nickel Outlook
H
SCM IUP &
Planned IKIP Site
SULAWESI TENGGARA
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