Talga Group (TLG) Australian Rare Earths & Critical Minerals Virtual Investor Conference summary

Company overview and unique value proposition

• Fully integrated from mine or recycled material to final coated anode, selling directly to battery makers.

• Owns proprietary, non-licensed technology and equipment, ensuring compliance with U.S. and E.U. regulations.

• Validated supply chain, qualified with multiple customers, including a binding offtake with Northvolt.

• Construction-ready for initial 20,000 tons/year anode production, with modular, scalable technology.

• Largest graphite resource in Europe, 100% battery-size flake, and high-grade ore.

Industry context and supply chain challenges

• Graphite is the largest volume mineral in the battery supply chain but is underrecognized.

• Supply chain is highly concentrated in China, more so than rare earths, creating vulnerability.

• Recent Chinese export controls on graphite and related machinery have increased supply risk.

• E.U. and U.S. have introduced rules to stimulate local production and counter Chinese dominance.

• No new commercial-scale anode production outside China; market is tight and awaiting new entrants.

Strategic importance and defense applications

• Graphite is critical for defense, with NATO and the Hague Institute identifying it as a top vulnerability.

• Defense sector only recently recognized the supply chain risk for batteries and graphite.

• Graphite is essential for modern military equipment, including drones and robotics.