Investor Presentaiton
New Graphite Supply is Needed
China dominates current supply, but market is
restricted and unstable
Increased domestic demand
Graphite is becoming a strategically important
mineral due in large part to its use in lithium-ion
batteries
Graphite* Raw Material Supply in 2018
Mozambique (17%)
Brazil (14%)
Ukraine (2%)
Russia (2%)
Supply limitations
Norway (2%)
Madagascar (3%)
Issues with product consistency and lack of medium
and large flake
3i
India (4%)
BENCHMARK
MINERAL
INTELLIGENCE
Environmental restrictions
New safety and environmental restrictions have
further reduced supply
Renascor Resources Ltd | ASX: RNU
China (56%)
Source: Benchmark Mineral Intelligence
*Natural Flake Graphite, the predominant feedstock for lithium ion batteries
renascor.com.au
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