Document EqQamN7b71w713qRkmoGvMO2R

Sila Manufacturing Overview: (b) (4) Document 105 - Attachment 1 :: Sila Sila Moses Lake: The first and largest silicon anode mass production facility in the U.S. Graphite has been the dominant material for lithium-ion battery anodes for more than 30 years. Today t hings are changing. Silicon carbon (Si/C) anodes have emerged as a transformative technology, signaling a major shift in the battery industry. Si/C was invented by Sila over a decade ago and commercialized in 2021 under the brand name ntan SiliconTM_ The consumer electronics industry is the fastest adopter of Si/C, especially in China. In the next few years, all consumer devices will use Si/C anodes, and automotive batteries will follow. America has a chance to lead in silicon anode technology and leapfrog China's graphite dominance. Sila's Moses Lake plant is the path to achieving that ambition. China owns graphite. Sila's American silicon can make it obsolete. Nearly all of the world's batteries use graphite anodes. China controls 91% of the global supply chain for graphite and has export controls. It's time for a disruption. Sila Moses Lake. On time. On budget. Innovation is America's legacy. With the start-up of our Sila Moses Lake plant, we're proving that world-class materials can be made right here at home-strengthening U.S. manufacturing and global competitiveness. Sila's ntan Silicon provides an opportunity to reshape the world's anode market with engineered silicon delivering superior performance-invented and made in the U.S. 20-40% higher energy density vs. graphite 2x faster charging Up to 100% graphite replacement Enables domestic anode supply chain The plant is coming online on time and on budget, and it's delivering 800+ high-quality American jobs - a model for what domestic industrial leadership looks like in action. This enables us to begin production by year's end and start delivering our breakthrough materials to customers. 2025 Sila Nanotechnologies, Inc. All Rights Reserved. Sierra Club v. Dept of Energy, 4:25-cv-5027 SC_EVERSPLIT0027415 Silicon Market Opportunity: 700,000 600,000 500,000 400,000 300,000 200,000 100,000 50,000 Total global demand in TPA, 2025-2040 Global anode projection by 2040 Souroo,; BcnclTnan<: Mfietal lntelllgcnco 2025 Ar.ode Outlcd< Rising demand, American supply. The future of batteries starts here. The market opportunity for Si/C anodes is massive. By 2040, the global anode market is projected to reach $100B+ driven by surging demand for next-generation battery technologies. The capacity to meet this demand should be built domestically w ith silicon - not in China with graphite - and Sila is uniquely positioned to help the U.S. capitalize on this moment. Wrth our breakthrough silicon anode technology and domestic manufacturing base, we can ensure America leads in the next era of battery innovation. Sila is leading. But if we slow down, China will own the future of anodes, again. Our window of opportunity Is now. Robust customer pipeline. Strong financial health. A clear path to profitability. TAM:$1008+ TAM: $28 Panasonic TAM: $150M We're not just scaling- we're delivering. Sila has been in the market since 2021, with our technology powering millions of devices across multiple customers. We've secured 4 automotive supply and partner agreements, including one with a leading American manufacturer, and have a robust pipeline with over 50 active deals across consumer electronics, drones, wearables, and more. TAM:$58 TAM:$38 TAM:$300M TAM:$4B TAM: $1.38 111 TAM: $100M J f '- ,!~ti...,r J , > Investment in American innovation. In addition to multi-year supply and partnership agreements, Sila's strength is reinforced with the backing of many major institutional investors, including ln-Q-Tel with ties to supporting U.S. intelligence agencies. Most recently, Sila raised $375M in private capital in 2024. This private backing was catalyzed in part with with long-term government support from the NSF and the Department of Energy, which has supported Sila over 13 years, and has resulted innovations covered by 250+ patents worldwide creating a strong foundation for sustained economic growth. Sila 2025 Sila Nanotechnologies, Inc. All Rights Reserved. $1.3B Private Investment SUTTER HILL VENTURES T.RowePrice 0 iqt IN OTE L.. ~ Bessemer Venture Partners 8VC $120M In DOE support over 13 years U.S. DEPARTMENT of ENERGY 250+ Worldwide patents & pending ~ UNITED STATES PATENT ~ AND TRADEMARK OFFICE Sierra Club v. Dept of Energy, 4:25-cv-5027 SC_EVERSPLIT0027416