Quantum Graphite (QGL) Investor Presentation summary

Strategic context and supply chain risks

• U.S. national security is threatened by reliance on foreign mineral production, prompting urgent domestic action.

• China dominates refined production of nearly all 20 critical minerals, averaging 70% market share.

• Over 40% of strategic minerals have a single top producer with more than half of global output, increasing supply concentration risks.

• U.S. initiatives like EXIM's Supply Chain Resiliency Initiative aim to secure critical mineral access and counteract market manipulation.

• U.S. Department of Commerce is imposing countervailing and antidumping duties on Chinese active anode material to address unfair subsidies.

Australia’s graphite and critical minerals position

• Australia is a major global supplier, especially for lithium and rare earths, with significant reserves and ongoing investment.

• South Australia holds 66% of the country's confirmed graphite resources, with major occurrences on the Eastern Eyre Peninsula.

• Several large-scale graphite projects are under development, including Uley and Siviour, each targeting 100,000 tpa.

Project development and resource expansion

• A scalable, multi-decade supply partnership is established to deliver over 100,000 tpa of flake graphite ore for 50+ years.

• Uley Mines provide a certified resource exceeding 5 million tonnes, with near-term and long-term expansion plans.

• District Mines expansion could support an additional 50+ years of supply, with resources six times larger than Uley Mines.