Critical Metals (CRML) Corporate presentation summary

Strategic vision and market positioning

• Aims to provide a sustainable, secure supply chain of critical rare earth minerals to US and European markets, reducing Western dependence on China, which controls about 97% of global supply.

• Focuses on supplying strategic metals such as zirconium, niobium, tantalum, hafnium, and gallium, with deposits containing both light and heavy rare earth elements.

• End-to-end supply chain targets aerospace, defense, automotive, and high-tech sectors.

• Strategic partnerships include US EXIM Bank financing and BMW's long-term offtake for Wolfsberg.

• Historic Romania JV creates a fully integrated Western supply chain for aerospace and military-grade magnets, challenging China's processing dominance.

Tanbreez Rare Earth Project highlights

• Located in southern Greenland, Tanbreez is one of the world's largest rare earth deposits, with a 30-year exploitation license valid until 2050.

• PEA forecasts a pre-tax NPV of $3 billion, IRR of 180%, and over $26 billion in revenue over a 25+ year mine life.

• Resource base of 4.7 billion metric tonnes, with a blend of light and heavy rare earths and significant gallium content.

• Sustainable, chemical-free mining and processing using mechanical crushing and dry magnetic separation.

• Recent drilling confirms high-grade TREO (up to 0.89% with ~27% HREO) and significant gallium, enhancing strategic value.

Project economics and competitive positioning

• Operating costs and capital costs benchmarked to industry standards, with a payback period of less than 3 years.

• Annual REE production forecast at 75,000 tons, outpacing major global competitors.

• Access to renewable hydroelectric power supports cost-competitive and environmentally sustainable operations.

• Metallurgical test work validated, confirming process reliability and higher concentrate grades, reducing refining costs.

• $2M pilot plant to be commissioned in Q2 2026 to inform refinery design and early concentrate production.