Investor Presentaiton

Expanding our Competitive Advantage Developing a more resilient, North American focused manufacturing and supply chain ecosystem for EV growth Palo Alto, CA OneD Battery Sciences, silicon anode technology Imperial, CA Controlled Thermal Resources, lithium extraction technology Thacker Pass, NV Lithium Americas, lithium supply agreement Montréal, Québec Lithion Recycling, advanced battery recycling technology Ingersoll, Ontario EV production (BrightDrop) St. Catharine's, Ontario EV drive unit production 0 New Carlisle, IN JV battery cell production Spring Hill, TN EV production Spring Hill, TN JV battery cell production Fort Worth, TX MP Materials, rare earth magnet supply agreement 100% GM OWNED EV MANUFACTURING AND R&D JV BATTERY CELL PLANTS EV SUPPLY CHAIN INVESTMENTS Austin, TX EnergyX, direct lithium extraction technology Bécancour, Quebec CPOSCO Chemical, Cathode Active Material (CAM) processing facility Vale, nickel sulfate supply agreement Warren, OH Ultium Cells JV battery cell production Toledo, OH EV drive unit production Ramos Arizpe, Mexico EV production Louisiana Element 25, manganese sulfate production facility Defiance, OH EV component production Marcy, NY Wolfspeed, silicon carbide supply agreement Rochester, NY EV component production Wakefield, MA Nanoramic, lithium-ion electrode technology Orion, MI EV assembly plant 0 Lansing, MI Ultium Cells JV battery cell production Warren, MI Wallace Battery Lab Innovation Center Detroit, MI Factory Zero EV assembly plant Bessemer City, NC Livent, lithium hydroxide supply agreement 12

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