Environmental Clean Technologies Limited · ASX:ECT
Environmental Clean Technologies — Aussie Equities Day 2026 by Spark+
14 slides from Environmental Clean Technologies's conference presentation, Oct 8, 2026
Slide 1: Commercialising US-Made MXenes for Defence & Advanced Materials
ASX: ECT Commercialising US-Made MXenes for Defence & Advanced Materials Commercialising Flash Joule Heating for advanced MXene production and PFAS destruction OCTOBER 2026 Lewis Utting, Non Executive Director Aussie Equities Day 2026 by Spark+ Photograph: Flash Joule Heating reactor, Gator Point Te
Slide 2: Important Notice and Disclaimers
Important Notice and Disclaimers This presentation is dated 8 October 2026 and has been prepared by Environmental Clean Technologies Limited (Company). Xenica acquisition and MXene programme It contains summary information about the Company and its activities current as at the date of this presentat
Slide 3: Investment Case
Investment Case Rice-licensed technology, defence-led markets, funded to key catalysts A US-focused pathway to commercial MXene supply using a faster, acid-free production platform US$100+/g 1 JAN 2027 MINUTES A$12m FIRST RUNS MXENE PRICING US SOURCING CATALYST NOT 48 –72 H OURS PLACEMENT MXENE SYNT
Slide 4: What Are MXenes
What Are MXenes A high-performance 2D nanomaterial — customisable at the atomic level for almost any application In 2D, nearly all of the material is surface — and the surface is what does the work. WHAT THAT UNLOCKS 01 High conductivity 02 Hydrophilicity 03 Versatile surface chemistry 04 Ultra-thin
Slide 5: Significant Demand, Constrained by Supply
Significant Demand, Constrained by Supply Production, not utility, has held the MXene market back EXISTING DEMAND POOLS COMMERCIAL VALUE TODAY US$100+/g EMI & radar shielding Energy storage Defence — electromagnetic and Supercapacitors and fast-charge radar signature management battery electrodes Hi
Slide 6: A Faster, Cleaner Way to Make MXenes
A Faster, Cleaner Way to Make MXenes Flash Joule Heating, an acid-free process developed at Rice University's Tour Lab 01 › 02 › 03 Electrical pulse Extreme heat MXene synthesis A high-current pulse through a ~600°C reached in seconds No bulk acid handling, no toxic heating element etchant PROVEN AT
Slide 7: Defence Is the First Target Market
Defence Is the First Target Market Specification-led procurement, constrained supply and a dated US sourcing catalyst DOMESTIC SOURCING CATALYST 1 JAN 2027 US Executive Order 14415 restricts sourcing waivers from non- compliant sources, which ECT expects to accelerate qualification of domestic suppl
Slide 8: A Small Production Footprint Can Support High-Value Revenue
WHY KILOGRAM SCALE MATTERS A Small Production Footprint Can Support High-Value Revenue MXenes are high value-density materials — the initial commercial model is kilogram scale, not tonne scale REFERENCE PRICE TARGET CAPABILITY US$100+/g ~1 kg/day = US$100,000+ per kilogram ≈ 250–300 kg per year (ill
Slide 9: The US Commercial Stack Is Assembled
The US Commercial Stack Is Assembled IP, US production, military end-use rights and feedstock in place — customer qualification is the next step RICE UNIVERSITY ECT / XENICA METALLIUM MXENE INC CUSTOMER QUALIFICATION IP / FJH licence MXene programme US reactor / production Military end-use rights De
Slide 10: MXene Formation Confirmed
FIRST FJH SYNTHESIS RUNS COMPLETE MXene Formation Confirmed The programme has moved from process theory to physical product 2 400 g 31% FJH synthesis runs completed MAX phase per batch, plus 400 g carbon filler peak yield, from 30 to 60 minute runs TECHNICAL EVIDENCE “MXene formation confirmed by in
Slide 11: Same FJH platform. Second commercial application.
Same FJH platform. Second commercial application. Rapid Electrothermal Mineralisation (REM) — patented FJH process from Prof. James Tour, Rice University. MXenes remain the lead commercial story; PFAS is platform optionality on the same core technology. SECOND FJH APPLICATION Destroying ‘Forever Che
Slide 12: One FJH platform. Two high-value markets.
Summary One FJH platform. Two high-value markets. MXENES — THE LEAD COMMERCIAL STORY SECURED SECURED SECURED SECURED FORMED NEXT NEXT TARGET IP US reactor Defence rights Feedstock First MXene Repeatability Qualification Revenue PFAS — THE SECOND WORKSTREAM REM destroys PFAS on the same FJH platform
Slide 13: Thank you
Thank you Commercialising Flash Joule Heating for advanced materials and environmental remediation NON EXECUTIVE DIRECTOR INVESTOR ENQUIRIES Lewis Utting Faldi Ismail [email protected] [email protected] ASX: ECT Environmental Clean Technologies Limited Photograph: Flash Joule Heating react
Slide 14: Broad Applications Beyond Defence
APPENDIX Broad Applications Beyond Defence Option value beyond the defence-led commercial pathway — civilian adoption is gated by scalable supply, not demand Electronics¹ Water Treatment² Energy Storage³ Sensors⁴ US$8.7bn US$3.0bn US$1.4bn US$6.5bn EMI shielding market · 2026 PFAS treatment market ·
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