Investor Presentaiton
+ GRAPHITE IS FUNDAMENTAL TO EVERY
LITHIUM-ION BATTERY: >1 kg of graphite / kWh
» Graphite dominates half the lithium-ion battery
For every tonne of lithium, 1.5 tonne of graphite is required
» Anode material is a highly specialized and customized value-
added product
Every manufacturer has unique specifications
NMG's Phase-1 facilities support product qualification thanks to
commercial-scale equipment
Natural and synthetic graphite are complementary in the
anode composition
-
-
Natural graphite is cheaper and greener than synthetic graphite
Silicon introduction in anode limited due to swelling (3x)
NMG's R&D program continuously explores means to enhance
battery performance and develop next-gen materials
» Industry technology development focused on cathode in
part due to overall representation in battery cost
Anode (-)
Cathode (+)
LFP
Lithium 17%
NMC
Lithium 15%
Nickel 29%
Other 83%
Manganese 29%
Cobalt 27%
Graphite
>95%
Graphite
>95%
Silicon/other <5%
Silicon/other <5%
NMG.com + NYSE: NMG | TSXV: NOU | FSE: NM9A
Source: Pallinghurst-Traxys battery analysis. %s represent the proportions of cathode and
anode in each battery respectively. NCA batteries contain 2% aluminium (not shown)
+18+
PROPRIETARY & CONFIDENTIAL
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