Volt Resources (VRC) – Graphite Project Ready For The EV Revolution

TL;DR

Vault Resources is focused on developing an integrated supply chain for EV battery materials, with assets including a graphite mine in Ukraine and one of the largest graphite resources in Tanzania. They also have lithium license applications in Serbia and are exploring downstream processing opportunities beyond lithium-ion batteries.

Transcript

hey guys and welcome back to the asx investor channel and welcome to another ceo interview today we'll be diving back into the world of the ev battery materials supply chain we know the electric vehicle transition is really starting to pick up pace and there's a range of materials that are going to be necessary to help to facilitate this transition... Read More

Key Insights

• 💗 Vault Resources is positioning itself in the growing EV battery materials supply chain, focusing on graphite production and downstream processing.
• 👻 Their integrated supply chain approach allows them to control the entire process from mine supply to delivering products to cell makers.
• 🙈 The company sees a demand for graphite in the EU and the US, with a need for diverse supply chains and secure sources of battery materials.
• 💗 The Zavalisky graphite mine in Ukraine has the potential to grow production and contributes to the goal of European self-sufficiency in battery materials.
• 🌱 Vault Resources is progressing the development of the Banu graphite resource in Tanzania, with plans for stage one and stage two expansion.
• 🏅 They are also exploring opportunities in lithium licenses in Serbia and have gold assets in Guinea.
• 🔋 Downstream processing efforts include producing coated and purified graphite for lithium-ion batteries, as well as compounds for alkaline and lead acid batteries.

Questions & Answers

Q: What role does Vault Resources aim to play in the EV battery supply chain?

Vault Resources is focused on the graphite side of the battery materials supply chain and aims to develop an integrated supply chain, from mine supply to downstream processing, to deliver products to cell makers.

Q: Can you provide an update on the situation at the Zavalisky graphite mine in Ukraine?

The mine is located in a secure area of Ukraine, away from the conflict zone. Vault Resources' staff are safe and there is a push for businesses to resume operations. Proposals for restarting the operation are being considered.

Q: What is the status of the Banu graphite resource in Tanzania?

The Banu project has a completed feasibility study for stage one development, with approximately 24,000 tons per annum of graphite production. Vault Resources plans to finalize off-take agreements and secure funding for the development.

Q: What are the opportunities in downstream processing that Vault Resources is exploring?

Vault Resources is focusing on developing downstream processing capabilities for graphite products, including coated and purified graphite for lithium-ion batteries, as well as compounds for alkaline and lead acid batteries. They are also exploring relationships with other battery manufacturers.

Summary & Key Takeaways

• Vault Resources has a diverse portfolio of assets in the battery materials supply chain, including a graphite mine in Ukraine and a large graphite resource in Tanzania.

• They are focused on developing an integrated supply chain, with plans for downstream processing capabilities in the US and Europe.

• Vault Resources is also exploring lithium opportunities in Serbia and has gold assets in Guinea.