REC Silicon Investor Presentation
Pareto Investor Conference | Battery
Silicon-anode technologies give exiting market expansion for silane gas.
SILANE FEEDSTOCK
BATTERY VALUE CHAIN
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
LTM EBITDA
~$30M
Established Footprint to
Capture Solar Market Upside.
Moses Lake
Moses Lake FBR Poly: 18,000MT
➤ Yulin JV
Technology
➤ Yulin JV Technology Transfer
Agreement of USD 200M
S/D market
Inflection
11
O REC Silicon ASA. All rights reserved. Confidential
1/15/2021
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