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Investor Presentaiton

Offtake Strategy: Aligned with Global Leading Battery Anode Manufacturers China is the leader in existing and future PSG demand. The production of lithium-ion battery anodes is largely concentrated in China, which accounts for approximately 85% (600,000tpa) of current lithium-ion battery anode capacity. The remaining 15% of lithium-ion battery anode capacity is centered in South Korea and Japan, with emerging anode production sources being developed in Europe and North America. China is also the highest growth market for lithium-ion battery anodes, with over 90% (560,000tpa) of new capacity currently under construction. Renascor is advancing offtake negotiations with existing and potential new offtake partners, including with anode manufacturers and lithium-ion battery companies headquartered in north-east Asia and Europe. Renascor Resources Ltd | ASX: RNU '000 tonnes Anode capacity update Existing China 812,000 tpa Japan South Korea In construction Asia (other) 3,000 2500 2,000 1,500 1,000 500- 0+ Existing In construction 680,500 tpa Planned Planned 1,174,100 tpa 2020 2021 2022 2023 2024 2025 2026 2027 Source: Benchmark Mineral Intelligence (January 2021) N America Europe Other 2028 2029 2030 renascor.com.au 18
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