Syrah Resources 1. Syrah is the only new major supplier of natural graphite to the world's battery market 2. Syrah will be the largest, one of the lowest cost and highest quality producers of natural flake graphite in the world 3. A near 60 year asset life enables Syrah to be the global baseload of natural graphite supply for decades to come 4. Operations have begun and the ramp up profile will be driven by demand from the market 5. Syrah will enter the downstream battery anode material market Graphite Market 1. Electric vehicles with larger batteries containing more natural flake graphite in the anode is the major driver of incremental demand in the future 2. Supply from China declining due to resource depletion and increasing environmental regulation 3. Prices have responded to market fundamentals and increased by 20 - 30% in the last year.
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