Australian Vanadium (AVL) Investor Presentation summary

Market opportunity and energy transition

• Global renewable energy generation is projected to exceed 40% by 2028, driving a fivefold increase in stationary energy storage demand over the next six years and up to 40 times by 2050.

• Significant investment has focused on electricity generation, but energy storage lags, creating a major opportunity for vanadium flow batteries (VFBs) in utility-scale applications.

• Case studies in California and Victoria highlight the need for long-duration storage to reduce fossil fuel reliance and prevent renewable energy loss.

• Australian government targets 82% renewable energy by 2030, with state-level policies supporting large-scale storage deployment.

Vanadium flow battery (VFB) advantages

• VFBs offer 4–10+ hours of storage, zero thermal event risk, 30+ year asset life, and over 60% recyclability at end-of-life.

• Levelised cost of storage (LCOS) for VFBs is projected to be lower than lithium-ion batteries due to long life and electrolyte residual value.

• VFBs are proven at scale, with operational projects in over 20 countries, including large installations in Japan, China, and the USA.

• VFBs provide full depth of discharge, no operational warranty constraints, and are highly scalable for long-duration applications.

Supply chain integration and project execution

• Vertically integrated across mining, electrolyte manufacturing, and battery installation, enabling cost-competitive and secure supply for Australian projects.

• Manufacturing facility in Perth produces 33MWh of vanadium electrolyte annually, with first production in 2024 and scalability to meet demand.

• VSUN Energy leverages AVL’s supply chain to deliver VFB solutions with high local content and supply security.

• Strategic partnerships with technology providers, EPC contractors, and energy offtake partners are advancing to accelerate deployment.