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Investor Presentaiton

Battery Materials Feedstock Continues to Trend Favorably Total North America Battery Materials TAM (1) Total Europe Battery Materials TAM(1) '000 tonnes LIB equivalent/year 1,000 ~5x 900 800 700 600 500 400 300 -190 200 100 0 2023 Manufacturing Scrap -2x ~410 ~34 2025 ~211 1,200 -900 ~7x 1,000 800 600 ~394 400 2030 ~990 ~438 -3x ~365 200 ~135 ~111 ~31 0 2023 2025 Transportation OEMs including Recalls Energy Storage Consumer Electronics 2030 Forecast Total Post-Processing Recycling Capacity (2) (1) TAM refers to Total Addressable Market; BMI and Li-Cycle estimates as of September 2023; TAM estimates include a 30% scrap rate during ramp-up of a gigafactory followed by an average scrap rate of 10% thereafter and excludes gigafactories with lower probabilities; (2) Independent source and Li-Cycle estimates for both North America and Europe; recycling capacity includes post processing capacity which is currently not operational/under construction but for which funding has been raised (52K tonnes in 2025 and 206K tonnes in 2030) Li-Cycle 18
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