NiobiumX Mining Inc. · CSE:NIOX
NiobiumX Mining — Investor Presentation (October 2026)
31 slides from NiobiumX Mining's investor presentation, October 2026
Slide 1: The Metal Defense and AI Run On
OCT 2026 T H E M E TA L D E F E N S E A N D A I R U N O N
Slide 2: Disclaimer & Technical Disclosure
DISCLAIMER & TECHNICAL DISCLOSURE Forward-looking information. This presentation contains forward-looking information within the meaning of applicable Canadian securities laws, including statements about the Company’s planned exploration stages, their expected timing and scope, and the use of machin
Slide 3: Resists Heat, Strengthens, Superconducts
RESISTS HEAT IGHTENS STRENGTHENS © SUPERCONDUCTS OTC FRA NIOX NIOXF O7DO CSE
Slide 4: Defense and AI Run on Niobium
Defense and AI Run on Niobium Niobium is the critical mineral behind America’s weapons and the next generation of AI computing, the US produces none of it, and NiobiumX (CSE: NIOX | OTC: NIOXF | FRA: O7D0) holds ground beside the only producing niobium mine in North America. 48 CLAIMS · ABOUT 2,686
Slide 5: America Mines No Niobium
S U P P LY C H A I N America Mines No Niobium 0 100% ~93% ~80% 3 in 10 US niobium mine US import reliance, every of world niobium mined in of world supply controlled US ferroniobium and production since 1959 year 2021 to 2025 Brazil by one company, CBMM niobium metal imports from one Quebec mine, Ni
Slide 6: Defense Runs on Niobium
DEFENSE Defense Runs on Niobium From jet engines to hypersonic missiles, America’s weapons run on niobium, and America mines none of it. About 23% of US niobium goes into superalloys for jet and rocket engines (USGS). Inconel 718, the workhorse jet-engine superalloy, contains 4.75% to 5.5% niobium.
Slide 7: America Is Rearming. The Weapons Run on Niobium.
DEFENSE America Is Rearming. The Weapons Run on Niobium. $2.9T ~5% ~89% $24.4B ~2,000 record world military niobium in Inconel 718, the niobium in C-103, used in Navy SM-6 award to RTX, PAC-3 MSE interceptors a spending in 2025, the 11th workhorse jet-engine rocket thrusters and over 1,900 missiles
Slide 8: Washington Is Buying. It Still Mines No Niobium.
WASHINGTON Washington Is Buying. It Still Mines No Niobium. SEPT 2024 JULY 2025 OCT 2025 NOV 2025 FEB 2026 APR 2026 AUG 2026 $26.4M 40% waived Up to $50M 60 minerals Up to $10B $48.7B $25M Defense Production Act Ferroniobium exempted DLA niobium ingot Niobium on the final Project Vault strategic FY2
Slide 9: Niobium Global Market Demand
Niobium Global Market Demand FORECAST BY REGION (2025-2035) [SEE SOURCES AT END) @® north america EUROPE ©) asia a J | a 2025 2027 2029 2031 15 10 fi A 5 2033 2035 KILOTONNES
Slide 10: AI Hit a Power Wall
SERVER INFRASTRUCTURE AI Hit a Power Wall $745B 950 11x 30 4+ 2026 capex guidance TWh of data centre power rise in AI server power natural gas boilers’ worth years to wait for a grid ($720B to $745B): by 2030, up from about density, 2020 to 2025 of heat from one AI rack connection for new US Amazon,
Slide 11: AI Runs on Power. The Fix Runs on Niobium.
SERVER INFRASTRUCTURE AI Runs on Power. The Fix Runs on Niobium. AI has hit a power and heat wall, and the most efficient computing being built to break through it runs on niobium. Data centres burned about 485 TWh in 2025 and are heading for about 950 TWh by 2030. One AI rack throws off the heat of
Slide 12: The Fix Runs on Niobium
SERVER INFRASTRUCTURE The Fix Runs on Niobium 9.2 K 100x 3.8M 250x $125M highest superconducting energy efficiency imec Josephson junctions per better chip-level energy DOE renewal for temperature of any estimates for cm² in imec’s world-first than CMOS, top of a 25x Fermilab’s SQMS quantum element:
Slide 13: China Is Already In
S U P P LY C H A I N China Is Already In $1.95B Chinese steel consortium buys $1.5B China’s CMOC buys Anglo ~26% of Brazil’s niobium production 49% of Brazil’s ferroniobium exports go 15% of CBMM (2011) American’s Brazilian niobium under Chinese control by 2020 to China (USGS) business (2016) (CSIS)
Slide 14: The Shipshaw Property
THE ASSET The Shipshaw Property is located near The Saint-Honoré in the Niobec mine district of Quebec: a consolidated land package Shipshaw approximately two kilometres from one of the world’s only producing niobium operations, and the only one in North Property America. The Company’s NI 43-101 tec
Slide 15: Location: Saint-Honoré, Quebec
THE ASSET Location: Saint-Honoré, Quebec (Saguenay / Chicoutimi-Nord) Geology: Saint-Honoré carbonatite district; one of five carbonatites studied in Géologie Québec bulletin BM 2024-02 Land Position: 48 claims Size: • ~2,686 hectares • 9 claims (~514 ha) – NI 43-101 • 39 claims (~2,172 ha) – expand
Slide 16: Niobec Mine Sells for US$530M to Ex-CEO of Barrick
CASE STUDY NIOBEC MINE SELLS FOR US $530M TO EX-CEO OF BARRICK The landmark US$530 million sale of the Niobec Mine by IAMGOLD to a consortium led by Magris Resources underscored the strategic and long- term value of niobium as a critical industrial and technology metal. Niobec is the only producing
Slide 17: One of Five Carbonatites Selected by Géologie Québec
THE TARGET One of Five Carbonatites Selected by Géologie Québec ■ Saint-Honoré carbonatite district. Shipshaw lies in the Saguenay Graben of the Grenville Province, cut by a swarm of carbonatite and lamprophyre dykes: the same setting as Niobec. ■ Government-selected. Metallogenic bulletin BM 2024-0
Slide 18: Two Magnetic Lows: One Is Niobec, One Is Shipshaw
THE TARGET Two Magnetic Lows: One Is Niobec, One Is Shipshaw ■ 2010 reinterpretation. Camille St-Hilaire’s reinterpretation of Geological Survey of Canada magnetic data for DIOS Exploration identified two low magnetic anomalies north of the Saguenay River. ■ The first is Niobec. It correlates with t
Slide 19: The Rims Were Drilled. The Core Was Not.
THE TARGET The Rims Were Drilled. The Core Was Not. 23 ~5,850 m 100% diamond drill holes total drilled of holes intercepted carbonatite ■ DIOS Exploration, 2010–2011. Four holes for 1,330.8 m (GM 65544) and nineteen holes for 4,518.6 m (GM 66096) at the Terres Rompues target. ■ Designed around the r
Slide 20: Niobium-Bearing Carbonatite Confirmed
THE TARGET Niobium-Bearing Carbonatite Confirmed Nb ₂O₅ CORE LENGTH SOURCE 0.066% 3.05 m GM 66096 incl. 0.251% 0.75 m 0.055% 4.65 m GM 66096 incl. 0.188% 0.85 m up to 1,700 ppm Nb n/a BM 2024-02 Read across. Shipshaw’s magnesio-carbonatite is the facies Géologie Québec identifies as most mineralized
Slide 21: Ground Radiometric Survey: Contrast in the Ground
EXPLORATION Ground Radiometric Survey: Contrast in the Ground 2026 9 claims 2 Ground survey, 514 ha: the NI 43-101 distinct radiometric RS-230 BGO core block populations scintillometer Two populations (about 60–80 and 100–120 counts per second) and zones of interest across the core claims, all under
Slide 22: Seeing the Whole System Before Drilling
EXPLORATION Seeing the Whole System Before Drilling 50 m ~1,444 48 / 48 2 traverse line spacing line-kilometres claims covered co-flown datasets ■ Magnetics. Caesium-vapour magnetometer at 50 m spacing to resolve dyke-scale structure inside the magnetic low, not just its outline. MAGNETIC LOW THORIU
Slide 23: Machine Learning Built Around One Producing Mine
EXPLORATION Machine Learning Built Around One Producing Mine 01 02 03 04 Public record Geophysical stack Learn the signature Ranked targets Quebec assessment reports, SIGÉOM, New airborne magnetics + radiometrics, Unsupervised segmentation + one- 3D magnetic inversion; QP GSC data, technical reports
Slide 24: Comparables
Comparables Magris Resources Private, bought Niobec Mine for $530 Million, Private founded by former Barrick Gold CEO Aaron Regent NioCorp Developments Ltd. (NB) Niobium-focused critical minerals developer. ~US $460 M Namibia Critical Metals Inc. (NMI) Junior explorer with niobium/critical metals as
Slide 25: Executive Team
Executive Team Kirby Renton has more than 20 years in business development, acquisitions, land services and operational leadership across energy, midstream and technology. He has held senior executive and director roles at companies including Novacor Exploration and Predator Midstream. CEO Rick Mah
Slide 26: Board of Directors
Board of Directors Matt Schwab is an exploration geologist and mining executive with more than 15 years in mineral exploration. As senior exploration geologist at NexGen Energy he played a key role in the 2014 Arrow uranium discovery in Saskatchewan’s Athabasca Basin. Former CEO of Kraken Energy; no
Slide 27: On the Market
On the Market SHARES OUTSTANDING 47,645,875 WARRANTS 26,532,178 OPTIONS 330,000 RSUS 4,035,000 FULLY DILUTED 78,543,053 As at 23 September 2026
Slide 28: Defense and AI run on niobium.
Defense and AI run on niobium. America mines none of it. Washington is stockpiling it, paying to refine it and asking for $48.7 billion for critical minerals in a single year. North America has one niobium mine, and NiobiumX holds the ground beside it, with a magnetic core nobody has drilled.
Slide 29: Thank You for Reading
T H A N K Y O U F O R R E A D I N G Unit 401, 90 Adelaide St W Toronto, Ontario Canada, M5H 3V9 [email protected] 1 604-689-2646 niobiumx.com
Slide 30: Sources
SOURCES 01 Brassard, B., 2026: Technical Report on the Shipshaw Property (NI 43-101), effective 17 10 CBMM and Echion Technologies, 2024: niobium-anode production facility, Araxá, Brazil. February 2026. SEDAR+. 11 ITER Organization: toroidal field coil Nb₃Sn strand. iter.org. 02 Brassard, B., 2026:
Slide 31: Sources (continued)
SOURCES (CONTINUED) 18 U.S. Department of Defense, Sept 2024: Defense Production Act Title III award for US high- 27 CSIS: Mining for Defense; Hypersonic Hegemony. purity niobium oxide ($26.4M). 28 SpaceX: Merlin Vacuum nozzle extension (SpacePolicyOnline); Nasdaq listing (SPCX), June 19 Executive O
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