Closed loop lithium-ion battery resource recovery NAATBatt Member Update Presentation February 12 th , 2020 1
Li-Cycle Overview Year Founded: 2016 Li-Cycle Technology™: Patent-pending, closed-loop lithium-ion battery resource recovery Partners: Majority Key Investors: Privately Held Awards: 2
Vision To be the most sustainable, vertically integrated, and globally preeminent lithium-ion battery resource recovery company 3
Mission 1. Providing sustainable and safe customer-centric solutions and technology to solve the global end-of-lifecycle lithium-ion battery problems/opportunities. 2. Meeting the rapidly growing demand for critical battery materials. 4
Li-Cycle Team, Board and Advisors Leadership & Team Tim Johnston Ajay Kochhar Kunal Phalpher Bruce MacInnis Chris Biederman Ala Hussain Exec. Chairman President & CEO CCO CFO Chief Process Engineer Eng. & Const. Mgt. Mech. Eng., CFA Chem. Eng. Elec. Eng., MBA CPA and CA Sr. Chem. Eng. Mgr. Sr. Civil Eng. Mgr. Board of Directors Tim Johnston Ajay Kochhar Anthony Tse Mark Wellings Rick Findlay Alex Lowrie Exec. Chairman Exec. Director Non-Exec. Director Non-Exec. Director Non-Exec. Director Non-Exec. Director Co-Founder Co-Founder Critical Materials Capital Raising Business Ops. & Scaling Financial Mgt. Advisory Board Adonis Pouroulis Ahmad Ghahreman Chris Berry Senior Advisor Technical Advisor Energy Metals Advisor Mining & Metals Ph.D. Hydrometallurgist Leading Co & Li Analyst 5
Advanced Resource Recovery Technology 1 2 Co Ni LCO Reagents Li Cu Mn NMC NCA LTO LFP LMO C Al Fe Spoke: size Hub: hydrometallurgical reduction resource recovery Gypsum Na 2 SO 4 All li-ion battery Multiple plants Centralized plant(s) chemistries at any state Materials for use in of charge, without battery value chain Black manual sorting and the economy Mass 6
Benefits of the Decoupled Model Regional spokes result in shorter transportation 1 distances, thereby reducing logistics costs The distance travelled batteries as Dangerous 2 Goods is reduced by rendering them inert at Spoke Spoke 2 3 the Spoke Outputs of the Spoke are saleable and can 3 generate revenue independent of the Hub CENTRAL Spoke Spoke 1 HUB 4 LEGEND EXAMPLE CAPACITIES Incoming batteries Spoke: ≥5,000 t/y Black mass (inert) Hub: ≥20,000 t/y By-products for sale or further recycling Isolated battery-grade end-products for return to batteries and the economy 7
Near-Term Commercialization Roadmap Commercial and Demonstration Plant Commercial Spoke 3 Location : Kingston, Ontario Proof of Scale Capacity : Location : Southwest USA Demo Hub – 365 tonnes/yr Capacity : Location : Canada Commercial Spoke 1 – 2,500 tonnes/yr Capacity : 5 tonnes/yr Size reduction (‘Spoke’) – 5,000 tonnes/yr 2018- 2016 2017 2020 2021 2022 2019 Commercial Spoke 2 Mini-Piloting Commercial Hub Location : Rochester, New York Location : Canada Location : North America Capacity : Capacity : 50 tonnes/yr Capacity : Size reduction (‘Spoke’) – 5,000 tonnes/yr Hydromet (‘Hub’) – 60,000 tonnes/yr 8
Li-Cycle Global Rollout Plan Europe Asia • Regional partnership model in Europe China North America • Multiple • Build-own- partnerships with operate business complementary model in North partners America for Commercial Japan, Korea Spokes 1 and 2 • Multiple • Partnerships for partnerships with Commercial complementary Spoke 3, Pre- partners, e.g. Commercial scrap, collection Hub, and the companies future large Commercial Hub Rest of Asia • Collaboration with local aggregators 9
Li-Cycle Global Rollout Plan (contd.) Total resource recovery capacity in 2024 and 2025 represent ~10-15% of the global Total Addressable Market (TAM) 100,000 Lithium-ion Battery Recycling Capacity (t LIBs/year) 90,000 80,000 70,000 60,000 50,000 40,000 30,000 20,000 10,000 0 2020 2021 2022 2023 2024 2025 Spoke Hub 10
Thank you. How to get in touch with our team: Kunal Phalpher Chief Commercial Officer E: info@li-cycle.com P: (416) 583-3509 11
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