Iondrive (ION) Corporate presentation summary

Technology and platform overview

• IONSolv™ platform enables selective, low-cost, and environmentally friendly recovery of critical minerals from e-waste, batteries, and mining intermediates.

• Modular system offers an alternative to traditional smelting and refining, with strong IP protection and strategic partnerships.

• Achieves high recovery rates (~98%) for key metals like Li, Ni, Co, and Mn, outperforming conventional methods.

• Closed-loop process recycles reagents, reducing environmental impact and operational costs.

• Converts low-value waste into high-value oxides, unlocking significant value uplift per tonne.

Market opportunity and supply chain context

• Over 80% of global critical mineral refining is concentrated in Asia, creating supply chain risks for other regions.

• Rapid growth in EVs and renewables is straining Western supply chains, with governments pushing for local capability.

• Only 22% of e-waste is formally recycled, leaving most valuable metals lost to landfill or slag.

• Addressable markets span e-waste, battery recycling, solar panels, and mineral processing, with multi-billion dollar potential.

• Commercial entry points target a combined $236B market across e-waste, mining, and battery recycling by 2035.

Execution, partnerships, and milestones

• Pilot plant commissioning is targeted for early 2026, with validation underway across e-waste, batteries, and solar panels.

• Strategic partners include Colt Recycling, Livium, PEM Aachen, TNO, and Fraunhofer.

• Early revenues expected within 0-2 years, de-risking the business model and supporting scale-up.

• Participation in EU consortia and government grants supports technology validation and expansion.

• Commercialisation phases progress from bench-scale validation to modular rollout and full-scale deployment.