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
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