REC Silicon Investor Presentation
Pareto Investor Conference | Solar
Polysilicon Capacity & Technology gives Several Pathways to Profitability.
BATTERY VALUE CHAIN
SILANE FEEDSTOCK
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
Technology
➤ Yulin JV Technology Transfer
Agreement of USD 200M
Market
Inflection
LO
5
O REC Silicon ASA. All rights reserved. Confidential
1/15/2021
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