Novonix (NVX) Investor Presentation summary

Leadership and governance

• Executive team brings decades of experience in automotive, battery materials, finance, manufacturing, and law, with backgrounds at major firms and government agencies.

• Board includes leaders with experience at Tesla, 3M, and other global companies, supported by scientific and industry advisors.

Business overview and strategy

• Operates three main business lines: anode materials, cathode materials, and battery technology solutions.

• Focuses on domestic, sustainable production of synthetic graphite and advanced battery materials to support the North American supply chain.

• Strategic partnerships with Phillips 66 and key customers like Panasonic and PowerCo ensure supply chain stability and market access.

Market context and competitive positioning

• Synthetic graphite is critical for energy independence and national security, with China currently dominating global supply.

• U.S. tariffs and export controls have increased domestic graphite prices, creating opportunities for local producers.

• Projected North American demand for synthetic graphite is set to rise sharply through 2040.