IperionX (IPX) Company presentation summary

Market opportunity and strategic positioning

• High demand for titanium and critical minerals, with supply chain risks and policy support driving U.S. production initiatives.

• U.S. defense spending and manufacturing reshoring are increasing demand for domestic titanium and rare earths.

• China and Russia control about 80% of the global titanium supply chain, highlighting the need for U.S. independence.

• Current U.S. titanium supply chain is fully import reliant and inefficient, creating opportunities for domestic innovation.

Technology and operational advancements

• Proprietary HAMR™ and HSPT™ technologies enable efficient, lower-cost, and lower-carbon titanium production.

• Virginia operations are ramping up titanium powder production, with downstream capacity expansion planned for 2026.

• Ability to produce a range of high-value titanium products for aerospace, defense, automotive, and consumer markets.

• Commercial partnerships established with leading defense, automotive, and luxury goods companies.

Growth trajectory and government support

• Over $59 million in U.S. government funding secured for titanium and critical minerals projects.

• 7x expansion in titanium production capacity targeted by 2027, aiming for over 10,000 tpa by 2030.

• Capex for expansion supported by government awards and contracts, with a focus on lowest-cost production.

• Strategic collaborations with U.S. Army and Navy for titanium fasteners and components.