Talga Group Ltd. · ASX:TLG
Talga — Benchmark Summit London 2026
14 slides from Talga's conference presentation, Oct 21, 2026
Slide 1: Natural Graphite's Role in Tier-1 Anode Supply
rsonal use only 20 October 2026 Natural Graphite’s Role in Tier-1 Anode Supply Mark Thompson · Founder & Managing Director BENCHMARK SUMMIT · LONDON INTERACTIVE WORKSHOP · 11:30 – 12:00 Talga Group Ltd · ASX:TLG OTCQX: TLGRF
Slide 2: Cautionary Statement & Disclaimer
INTRODUCTION Cautionary Statement & Disclaimer Talga Group Ltd ACN 138 405 419 (the Company) is the issuer of this presentation. rsonal use only Forward-looking Statements Reliance on Presentation Not a recommendation or financial Photographs and images This presentation contains forward-looking A r
Slide 3: The overlooked critical battery mineral
The overlooked critical battery mineral rsonal use only China’s anode industry is over-supplied on synthetic graphite, but costs are rising, export controls increasing, subsidies being dropped. The surplus is conventional and mid-range EV grade, but the tier-1 fast- charge, high-power anode from a p
Slide 4: Graphite refining into anode is key
THE WEAKEST LINK Graphite refining into anode is key Graphite is 95% of today’s lithium-ion battery anodes. rsonal use only Cell makers do not buy graphite, they buy anode specification: particle size, coating, impurity, surface area, fast-charge, cycle life, first cycle efficiency, CO2, and a site
Slide 5: Battleground is specification, not tonnes
TIER-1 FOCUS Battleground is specification, not tonnes Fast charge & high power rsonal use only Modern markets demand faster charging/more power that requires smaller, more crystalline anode (natural) not artificial graphite. Cycle life BESS and commercial vehicles punish swelling inconsistencies le
Slide 6: Tier-1 specification graphite anode applications
MARKETS Tier-1 specification graphite anode applications rsonal use only Drones & UAVs Aerospace AI Data-centres Industrial Hybrid + Premium eVTOL Robotics EV’s 20 October 2026 TALGA · BENCHMARK SUMMIT LONDON 6
Slide 7: Talga complete vertical integration
LATEST DEVELOPMENT Talga complete vertical integration Producing anode now, ex-Asia rsonal use only Qualified with multiple customers. First commercial shipments started July 2026 from demo plant. Balance from planned commercial plant. Permits in force Exploitation and enviro permits granted for Min
Slide 8: How to achieve competitive cost – optimise every step
BREAKING THE CHOKEHOLD How to achieve competitive cost – optimise every step rsonal use only 01 02 03 04 Grade Flake Size Power & Logistics Process Efficiency Deposits in China, Africa, Most deposits have a range of Be located on ultra low-cost Standard production Australia, Canada are graphite flak
Slide 9: Benchmark Anode Forecast - 2036 CSPG AISC Curve
RESULT: COMPETITIVENESS Benchmark Anode Forecast* - 2036 CSPG AISC Curve rsonal use only Benchmark Data 20 October 2026 TALGA · BENCHMARK SUMMIT LONDON * Benchmark Q1 2026 Anode Forecast p 64 9
Slide 10: Talga is already in the supply chain
WESTERN ANODE LEADER Talga is already in the supply chain rsonal use only Talga has established a truly independent supply by owning the resource, the process IP, and the production equipment stack, completely secure and NDAA complaint. Producing qualified premium performance anode products from EVA
Slide 11: Key Takeaways
WRAP Key Takeaways 03 rsonal use only 01 02 The West scales by fully The weak link is processing, not Aggregate surplus hides the tier-1 integrating and optimising raw material material deficit Talga: permitted Swedish mine and Western graphite exists. Processing While bulk commodity graphite grades
Slide 12: Thank You for Your Time
rsonal use only Talga AB & Talga Battery Metals AB Södra Kungsgatan 5B THANK YOU 972 35 Luleå, Sweden FOR YOUR TIME t: +46 (0) 10-303 71 00 e: [email protected] Talga Group Ltd Suite 3.03, Level 3 46 Colin Street West Perth, Western Australia 6005 t: +61 8 9481 6667 e: [email protected] Talga Techn
Slide 13: JORC Graphite Reserve and Resources
JORC Graphite Reserve and Resources Ore Reserve 3, 5 Tonnes Graphite (% Cg) rsonal use only Nunasvaara (JORC 2012) 2.33 (Mt) 22.9 Probable 2.33 (Mt) 22.9 Mineral Resources 1, 2, 4, 6, 7, 8 Tonnes Graphite (% Cg) Vittangi (JORC 2012) 35,020,000 23.8 Indicated 26,691,000 24.3 Inferred 8,329,000 22
Slide 14: Competent Person Statement
Competent Person Statement The Mineral Resource estimate for the Vittangi Graphite Project (Nunasvaara and Niska Deposits) was first reported in the Company’s announcement dated 6 October 2023 titled ‘Talga boosts Swedish battery graphite’. The Company confirms that it is not aware of any new inform