This document discusses the graphite market and the challenges for suppliers. It notes that Timcal owns natural graphite reserves in Canada, manufactures primary synthetic graphite in Switzerland, and is the only supplier that can offer both natural and synthetic graphite powders. The document states that Timcal knows processing technologies to supply thousands of tons per year of highly processed grades for both product types. It also has the support of its parent company, Imerys, to further develop its reserves, capacity, and processing technologies for natural and synthetic graphite.

1. Graphite:
Availability and Market
Requirements
December 6th, 2011

2. 1. Graphite World
2. Graphite Markets
3. The Big Challenge

3. 1. Graphite World

4. The Graphite World
Graphite
2.5 M ton/y
Natural Graphite Synthetic Graphite
1 M ton/y 1.5 M ton/y
Amorphous Flake Powders Bodies
600 kton/y 400 kton/y > 100 kton/y (Electrodes)
< 1.4 M ton/y

5. The Graphite World
Natural Flakes Synthetic Powders
400 kton/y > 100 kton/y
kton/y
Ordinary Special Processed Primary Secundary
Flakes Flakes Naturals Synthetic Synthetic
Powders Powders
(Scraps)

6. 2. Graphite Markets
(or at least some of them…)

7. Markets
Refractories Typical customers in this application
group:
& Metallurgy
• Metal Producers: use Graphite as re-
carburizer
• Refractory Producers: use Graphite in
Bricks, Monolithics, Crucibles
Products used by these industries:
• Natural Graphite Amorphous and
Secundary Synthetic Powders are
used as Recarburizer
• Natural Graphite Ordinary Flakes are
used for Refractories and Crucibles

8. Markets
Typical customers in this application
Engineering group:
Materials • Producers of Carbon Brushes, Powder
Metallurgy & Hard Metals, Friction parts
and Foils (often linked to car industry)
• Producers of Lubricants, Catalysts,
Synthetic Diamonds, Pencils,Ceramics.
Products used by these industries:
• Natural Graphite Special Flakes,
Processed Natural Graphite Powders
• Primary Synthetic Powders, some
Secundary Synthetic Powders

9. Markets
Typical customers in this application
Mobile
group are Producers of:
Energy • Primary batteries: Alkaline, Zn-C, etc.
• Rechargeable batteries: Li-ion, NiCd,
NiMH, Lead-acid, etc.
• Fuel Cells
• Super-Capacitors
Products used by these industries:
• Processed Primary Synthetic Graphite
• Processed Natural Graphite Powders
• Graphite Water-based Dispersions

10. Markets
Potential customers in new
New & Future applications:
Applications • Producers of Thermal Conductive
Polymers
• Producers of Super Capacitors
• Producers of New Carbon Materials
like Fullerene, Nanotubes, Graphene
• etc. etc. etc.
Products likely to be used by these
industries:
• Processed Primary Synthetic Graphite
• Processed Natural Graphite Powders

11. Markets
In few Just a tiny part of the
words… graphite produced on
earth is suitable for the
high end markets of
today …
…and just after complex
production processes!

12. Markets
In few For the high end markets
words…
of tomorrow, a carbon
precursor (natural or
primary synthetic or other)
will be needed…
…but in any case just
combined with complex
production processes!

13. 3. The Big Challenge

14. The Big Challenge
The big challenge is about having
the
“appropriate processing
technology”
for the most promising future
markets….

15. The Big Challenge
… and just in a second priority
about having
“access to the appropriate
carbon precursors”

16. The Big Challenge
Just being a precursor
producer is not enough to
be successful in the high
end graphite markets of
tomorrow!!

17. The Big Challenge
Of course, if you own
appropriate and diversified
graphite precursors reserves
and you know about
processing technologies…
…you are very well placed!

18. Timcal Plants
Manufacturing Plants

19. About Timcal Mine in Canada, LDI
Exploitation of the present PIT nr. 12 (the
second since beginning of operations)
will finish during H1/2012
Overburden of next PIT nr. 6 is already
done
Exploitation of next PIT nr. 6 will start H2
/2012
Following PIT nr. 2: ready to be exploited
Ongoing exploration on southern part of
LDI field, in order to define additional
reserves for the future (after 2018-2020)

20. Timcal Products
Timcal: a Full
Spectrum Primary Synthetic Conductive Carbon Black
Graphite: • Granulated
of Products and
• Isotropic & Anisotropic • Powder
Services • Coarse, Medium, Fine,
Ultra Fine Cokes
• High & Very High Purity • Coarse, Medium, Fine
Natural Flake Graphite Water Based Dispersions
• Flake
• Purified
• Expanded
• Expandable
• High Crystallinity
• Coarse, Medium, Fine
Ultra-fine
• High Purity

21. A member of IMERYS
A Member of IMERYS:
transform to perform
www.imerys.com

22. Summary
• owns natural graphite reserves and
already mines natural graphite in Canada
• owns a plant to manufacture primary
synthetic graphite powders in Switzerland
• is the only one to be in a position to
offer both natural and primary synthetic
graphite powders

23. Summary
Summary
• knows already technologies which
enable the supply thousands of tons/y of
highly processed graphite grades, both
natural as well as primary synthetic
• has the full support from IMERYS to
further develop its reserves, its capacity
and its processing technology for both
naturals and primary synthetics

24. December 6th, 2011