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Investor Presentation

Takeaway Messages 1) Material Circularity (Remanufacture, Recycle) Minimizes waste (76%) Can reduce cumulative virgin material demands (up to 29%) 2) No scenario eliminates virgin material demands • Speed of energy transition Source materials sustainably Manufacturing yields and short circular pathways preferred 3) Efficiency and bifaciality (Reduce) • alone improves net energy (9%) and reduces peak material demands (30%) need to combine with other design aspects to improving more metrics 4) Lifetime Extension (Reliability and Reuse) • Minimizes material and Energy Demands, maximizes energy balance Plays well with others, minimizes harms, maximizes benefits No matter what else you do, don't forget to make it last. COLORADO SCHOOL OF MINES ONREL | 22
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