Investor Presentaiton
Offtake Strategy: Aligned with Global Leading Battery Anode Manufacturers (cont.)
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Potential commitments for 100% of Stage 1 PSG capacity of 28ktpa
福建三钢 • 山西闽光
FUJIAN SANGANG SHANXI MINGUANG
正拓能源
ZETO Zheng Tuo Energy Technlogy
HK
HANWA.CO., LTD.
Minguang: First stage product qualification achieved with Chinese anode
company Minguang as part of a non-binding PSG Offtake MOU covering up
10ktpa for 10 years. Minguang is a subsidiary of Fujian Metallurgical Holding
Co. Ltd. - one of China's largest battery material suppliers (total assets ˆ
US$13b).
~
Zeto: First stage product qualification achieved with Chinese anode
company Zeto as part of a non-binding PSG Offtake MOU covering up to
10ktpa for 10 years. Zeto is a top-ten anode producers globally and is a
major supplier of anodes to the world's largest battery makers, including
Hong Kong listed BYD Co. Ltd, the world's second largest manufacturer and
retailer of EVs (market cap ~US$100b).
Hanwa: Access to Japanese market through non-binding PSG Offtake MOU
covering up to 10ktpa for 10 years. Hanwa is a leading Japanese-based
global trading company long history of trading with some of the world's
largest metal and chemical producers and operates a dedicated Battery
Team focussed on supplying graphite and other metals across the global
battery value chain.
Increasing demand has led Renascor to bring forward feasibility
work on potential Stage 1 expansion and larger Stage 2 production
Renascor Resources Ltd | ASX: RNU
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