Novonix Ltd · ASX:NVX
Novonix — Rho Motion Seminar Series, NYC 2023
18 slides from Novonix's conference presentation, May 2023
Slide 1: Set for Growth
Set for Growth May 2023 Rho Motion Seminar Series, NYC ASX: NVX Nasdaq: NVX May 2023
Slide 2: Important Notice and Disclaimers
Important Notice and Disclaimers The information contained in this presentation (the “Presentation”) has been prepared by NOVONIX Limited (ACN 157 690 830) (“the Company” or “NOVONIX”) solely for information purposes and the Company is solely responsible for the contents of this Presentation. It is
Slide 3: Providing Revolutionary Solutions to the Battery Industry
Providing Revolutionary Solutions to the Battery Industry Investment Highlights Leading U.S.-based battery materials and technology company with lower carbon footprint Large and growing market for battery materials supported by localization efforts Anode material facility build out advancing and str
Slide 4: A Battery Materials and Technology Development Leader
A Battery Materials and Technology Development Leader ▪ Leading domestic supplier of ▪ Develops industry leading lithium- ▪ Leverages proprietary all-dry battery-grade synthetic graphite ion battery testing equipment cathode synthesis technology to while providing R&D services provide clean-energy s
Slide 5: Capitalizing on the Growth Opportunity
Capitalizing on the Growth Opportunity The Opportunity Focus on developing technologies and materials that are needed for long life, high-performance battery applications Increased Demand Global graphite demand for electric vehicles and energy storage systems is growing with forecasts of a 15x incre
Slide 6: NOVONIX Proprietary Process Technology Leads the Clean Energy Transformation
NOVONIX Proprietary Process Technology Leads the Clean Energy Transformation NOVONIX ESG Commitment Environmental Benefits of NOVONIX’s Technology Environmental Life Cycle Assessment (LCA)1 demonstrated a ~60% ▪ Clean power sources2 decrease in global warming potential (GWP) relative ▪ Highest purit
Slide 7: NOVONIX Plays a Critical Role in the Lithium-Ion Battery Value Chain
NOVONIX Plays a Critical Role in the Lithium-Ion Battery Value Chain Materials & Cell Raw Material Battery Cell/Pack EV & ESS Mining Component Recycling Processing Production Production Production Energy Storage Partnership Anode and Cathode Materials Visibility across the entire battery value chain
Slide 8: Significant Market Battery Demand is Coming to U.S.
Significant Market Battery Demand is Coming to U.S. U.S. Auto OEMs Battery Mfg. Capacity (GWh) 2030 U.S. Cell Mfg. Capacities +33% CAGR LG 22% 1,083 SK 11% ESS Tesla Various OEMS 22% Toyota Envision 7% Volkswagen BMW Stetvolt Stellantis 5% CATL Honda 3% Ford Other 19% Samsung SDI 108 GM 3% Panasonic
Slide 9: Local Anode Material Supply Shortfalls Foreseen Globally
Local Anode Material Supply Shortfalls Foreseen Globally Global North American European Demand 2025 Supply 0 4000 8000 0 500 1000 0 500 1000 NVX N.A. Europe Asia NVX N.A. Supply Gap NVX E.U. Supply Gap Demand 2030 Supply 0 4000 8000 0 500 1000 0 500 1000 Source: Benchmark Mineral Intelligence, Compa
Slide 10: Localization Impact expectation on Graphite Pricing yet to Materialize
Localization Impact expectation on Graphite Pricing yet to Materialize Lithium vs. Graphite Pricing Graphite Pricing Tailwinds Lithium: +438% Factors impacting future prices include Syn. Graphite: -14% Nat. Graphite: +6% the impact of market localization, security of domestic supply premiums, tax cr
Slide 11: NOVONIX Anode Material Outperforms in Head-to-Head Testing
NOVONIX Anode Material Outperforms in Head-to-Head Testing ▪ NOVONIX offers improved Coulombic Efficiency (CE) compared to industry leading materials (including a Tesla Tesla Model S cell used as a reference benchmark) Improved Synthetic Coulombic Natural ▪ CE measures the electrochemical stability
Slide 12: Phased Growth Plan Matches Customer Demands
Phased Growth Plan Matches Customer Demands North American ~0.5% ~8% ~12% Anode Market Share(1): Phase 3: Additional Greenfields 150K Tonne / Yr (2) NOVONIX N.A. Capacity / Phase 2: Riverside & Tonnage Phased Greenfield #1 Growth 40K Tonne / Yr (2,3) Phase 1: Riverside (2,3) 3K Tonne / Yr KORE Power
Slide 13: Cathode Cycle Performance Similar to Commercial Material
Cathode Cycle Performance Similar to Commercial Material Full Cell Cycling Performance of NOVONIX Single Crystal NMC622 Enhanced Production Process Yields Consistent Performance ▪ Normalized electrochemical results in 1Ah pouch cell show that NOVONIX NMC622 has comparable electrochemical performance
Slide 14: NOVONIX's Battery Technology Paves the Way for the Next Generation
NOVONIX’s Battery Technology Paves the Way for the Next Generation Demonstrated and Projected Performance Predicted to Exceed 1 Million Miles from ~2 Years of Test Data(1) 1,000,000 Miles PC622/Synthetic Graphite SC622/Natural Graphite SC622/Synthetic Graphite SC622/Synthetic Graphite + NOVONIX Adva
Slide 15: Goals for the Future of NOVONIX
Goals for the Future of NOVONIX Scaling anode materials Cathode technology supported by production capacity to 150K tpa our propriety dry processing Recognized battery Highly developed IP with technology leader leading market positions Forefront of Foresee strong cash flow product innovation generat
Slide 16: Global Graphite Forecasts Stronger Synthetic Demand
Global Graphite Forecasts Stronger Synthetic Demand Total Potential Demand Synthetic Current Demand ~1 million tonnes Flake Current Demand ~0.75 million tonnes 2023 Demand Existing Under Construction Planning Source: Benchmark Mineral Intelligence ASX: NVX Nasdaq: NVX 16 Rho Motion, May 2023 May 202
Slide 17: U.S. Legislation Providing Direct Support to NOVONIX's Business Plan
U.S. Legislation Providing Direct Support to NOVONIX’s Business Plan ▪ In August 2017, the Office of the United States Trade Representative (USTR) launched an investigation into China’s allegedly unreasonable and discriminatory trade practices under Section 301 of the Trade Act of 1974. The tariff e
Slide 18: Our Leadership and Board of Directors
Our Leadership and Board of Directors Leadership Team Scientific & Technical Advisors Dr. Chris Burns Nick A. Liveris Rashda Buttar Danny Deas Darcy Macdougald Christopher York Suzanne Yeates Senior Vice President Financial Controller and Dr. Jeff Dahn Dr. Mark Obrovac Chief Executive Officer Chief