Rock Tech Lithium (RCK) Investor presentation summary

Industry context and market drivers

• Lithium is essential for electric vehicles, energy storage, and defense, with demand projected to triple by 2035 due to electrification and AI-driven data center growth.

• Western markets face a critical supply chain gap at the lithium conversion stage, with 90% of hard rock converters located in China.

• Governments are enforcing supply security, driving public capital and strategic flows to converters, as supply disruptions are no longer acceptable.

• The global lithium chemicals market is expected to exceed $200B by 2045, with a projected 260% demand growth from 2025 to 2045.

• A structural supply deficit of over 2 million tonnes LCE is forecasted by 2045, double the current market size.

Strategic assets and project pipeline

• Three core assets: Guben Converter (Germany), Red Rock Converter (Ontario), and Georgia Lake Mine (Ontario), form a scalable lithium platform.

• Guben Converter is fully permitted, construction-ready, and has a 24ktpa LHM capacity, with Mercedes-Benz as a key offtake partner.

• Red Rock Converter targets 32ktpa LCE, is IRA-compliant, and leverages Siemens digital twin technology, with a CAD 2.3B NPV.

• Georgia Lake Mine is Ontario's most advanced spodumene project, with a completed PFS, 100ktpa SC6 capacity, and direct feedstock supply to Red Rock.

• The platform model enables earlier cash flows through management fees and royalties, supported by infrastructure partners and government backing.

Leadership and operational expertise

• Leadership team brings experience from automotive, oil & gas, and mining, with proven track records in project financing, legal compliance, and strategic partnerships.

• Board members and executives have backgrounds in consulting, corporate law, and international project management.