/ Enabling Innovation

Hardness
Only Carbon (diamond) is harder than Boron composites.

Light Weight
5th lightest of all elements after Lithium and Beryllium.

Heat Resistant
Only 11 elements have higher melting points (3,771°F).

Anti-Microbial
Boron clusters have anti-biofilm activity and are less prone to drug resistance.

Corrosion Resistant
Boron-infused metals and specialty ceramics reduce corrosion propensity.
USED IN EVERYDAY AND CRITICAL FUTURE FACING APPLICATIONS
Boron’s physical properties make it a critical material and limited substitute ingredient in everyday and future facing applications, including permanent magnets, electric vehicles, wind turbines, solar panels, fertilizers, specialty glass in cell phones, etc.
EXPLOSIVE DEMAND GROWTH DRIVEN BY KEY DECARBONIZATION SECTORS
Demand for high-quality boron is Demand for high quality boron is accelerating given robust growth in electric vehicles, green energy, food security, and domestic security.

/ Global Supply
Global Supply at Risk with a Duopoly Market; Government Taking Notice
- Boron is susceptible to supply disruption
85% of production is sourced from a politically and economically unstable Turkey and a non-core declining asset in the US. - Advanced Boron materials rely on narrow supply chains
Importantly, the majority of refined Boron specialty and advanced materials are imported from China. 80% of Boron Carbides are sourced from China today.
The global supply chain demands a new, stable source to deliver critical BORON+ specialty and advanced materials.

Establishment of the Critical Minerals Strategy Establishing that Several Clean Energy Technologies Materials are at Risk of Supply Disruptions
2010

Executive Order 13817 – “A Federal Strategy to Ensure Secure and Reliable Supplies of Critical Materials”
2017

Designation of Boron as “High” Critical Status in their Critical Raw Materials for Strategic Technologies and Sectors in the EU
2020
/ Supply Gap
5E Advanced Materials:
Key Highlights and Achievements
- Boron demand expected to grow 10x by 2050
Driven by decarbonization technologies and traditional applications. - Supply gap emerging due to limited projects
Only 6 potential Boron projects globally, compared to hundreds for Lithium.
- Boron shows stronger demand growth than Lithium
But faces significant supply constraints. - Geological scarcity limits new projects
Stringent requirements and low natural concentration restrict development.
BORON DEMAND GROWTH1
(k tonnes; boric acid equivalent)
Expected Demand Growth Driven by Key Decarbonization Sectors
SUPPLY / DEMAND IMBALANCE1
(k tonnes; boric acid equivalent)
Continued Supply Pressures Bringing the Boron Supply Gap into Focus
Source: Credit Suisse Equity Research. (1)
Based on “High Demand” case. Note: Elemental boron figures converted to boric acid equivalent at a ratio of 1-to-5.72.

/ Boron in Applications
Building a Fully Integrated Boron Advanced Materials Business
- Backwards integration
- Access to low cost supply
- 450stpa+ target run-rate production*
- 5.1% boric acid in solution
- Low carbon footprint
- Attractive cost profile via by-product sales
- Build or buy advanced material capabilities
- Enter agreements to deliver Boron advanced materials
- Go-to-market strategy underpinned by long-term partnerships
- R&D to innovate new decarbonization-enabling applications
5E AS LEADER ACROSS THE BORON+ ADVANCED MATERIALS SUPPLY CHAIN
The Value Journey of Boron: From Mineral to Advanced Applications
How 5E Transforms Raw Boron into High-Value Materials for a Sustainable Future
MINERAL
Raw Material
$

2ND
DERIVATIVE
Boric Acid
$$

3RD
DERIVATIVE
Boron Oxide
$$$

4TH+
DERIVATIVES
Carbides/Nitrides
$$$$

APPLICATIONS
Advanced applications turn boron’s potential into global impact.


/ Boron in Applications
Usage and Value in Use Shifting Towards Future Facing Applications
Boron is a critical building block in enabling decarbonization and other future facing applications with high growth and value in use attributes.
/ Building the Future of Boron
5E Advanced Materials:
Key Highlights and Achievements
- Currently in production at the 5E Boron Americas Complex to prove a path to commercial scale.
- 5E will operate across the value chain: resource extraction, refinement, and distribution.
- Commercial production fully permitted (90ktpa) with phased expansion plans2.
- Currently in production at the 5E Boron Americas Complex to prove a path to commercial scale.
- 5E will operate across the value chain: resource extraction, refinement, and distribution.
- Commercial production fully permitted (90ktpa) with phased expansion plans2.
¹ Regulation SK-1300 Initial Assessment Report with a revised report date of February 2, 2024 (using 2% cut off grade) prepared by Qualified Person. Figures presented reflect total estimated measured, indicated, and inferred resources combined.
² Existing UIC permit enables commercial production and has approximately a 25-year operation and a 5-year restoration life.
/ Contact Our Team
Get in Touch to
Drive Innovation with Boron
We’re here to answer your questions, provide insights about boron applications, and help you explore how 5E Advanced Materials can support your goals in clean energy, defense, and sustainability.
5E Advanced Materials Main Office
9329 Mariposa Road, Suite 210 · Hesperia, California 92344
+1 442-221-0225
hello@5eadvancedmaterials.com