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Investor Presentaiton

NAC NICKEL ASIA CORP. PHILIPPINE MINES ARE AMONG THE MOST COST-COMPETITIVE IN THE WORLD Philippines has the 4th-lowest nickel mining costs globally in 2021 Majority of nickel mine operations in the Southeast Asian region are open-pit and benefit from lower cost and 2024 Global mining cost by major country, 2021 ($/t Ni) Main cost drivers comparison by mining type (%) 120 8,000 6,649 102 5,798 6,000 86 3,820 4,161 80 4,000 2,450 40 50 40 2,000 969 1,138 1,297 40 655 21 21 0 9 8 10 4 5 Other C&S Brazil America Laterite Laterite Indonesia Philippines Australasia Australasia China Laterite Laterite Laterite Sulphide Sulphide N. America Europe Sulphide Sulphide. 0 Mining cost US$/t ore Power consumption Diesel consumption I/t KWh/t ore ore Labour productivity tore/100 x man Global mining cost by major country, 2024 ($/t Ni) ■Underground ■Open Pit ■ Mixed 8,000 6,887 6,149 6,000 4,854 4,268 Open pit 6 38 25 49 4,000 2,763 2,000 736 1,020 1,243 1,445 Underground 6 19 3 34 3 35 0 Other C&S Brazil America Laterite Laterite Indonesia Philippines Australasia Australasia China Laterite Laterite Laterite Sulphide Sulphide N. America Europe Sulphide Sulphide. 0% 25% ■Maintenance Consumables 50% 75% Explosive Diesel Power ■Labour 100% Source: CRU as of Aug 2022.
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