Arcadium Lithium plc (NYSE:ALTM) Bank of America Securities 2024 Global Agriculture and Materials Conference February 28, 2024 2:50 PM ET Company Participants Paul Graves - CEO Unidentified Company Representative Welcome back. It's a pleasure to host this fireside chat with Paul Graves, CEO of Arcadium Lithium. I have known Paul a long time and he was previously CFO of FMC, and years ago he was Investment Banking, Goldman Sachs Natural Resources. So Lithium's a good fit for him. So we'd like to maybe start ...

Arcadium Lithium plc (NYSE:ALTM) Bank of America Securities 2024 Global Agriculture and Materials Conference February 27, 2024 2:00 PM ET Company Participants Paul Graves - Chief Executive Officer Unidentified Company Representative Thank you. Our next session is with Arcadium Lithium of course created from the recent merger of Livent and Allkem. Arcadium owns a number of Argentine assets -- I did it, sorry, number of Argentine carbon assets as well as spodumene hydroxide conversion assets globally. Please ...

Financial Data and Key Metrics Changes - For the full year 2023, Arcadium Lithium had combined revenue of approximately $2 billion and a consolidated cash balance of $892 million, with cash net of roughly $297 million as of December 31, 2023 [16] - Livent reported fourth quarter revenue of $182 million, adjusted EBITDA of $91 million, and adjusted earnings of $0.34 per diluted share, with full year 2023 revenue of $883 million and adjusted EBITDA of $503 million, marking significant improvements versus the prior year [18][19] - Allkem's fourth quarter revenue was $96 million, with full year 2023 revenue of $511 million, reflecting a strong performance despite market challenges [20][21] Business Line Data and Key Metrics Changes - Livent's volume sold remained roughly flat with lower average realized prices across all lithium products, while Allkem's Olaroz facility achieved total revenue of $96 million in the fourth quarter with 6,000 metric tons sold [18][20] - For the full year 2023, Allkem sold 17,879 metric tons of carbonate at an average realized price of $27,788 per metric ton, while spodumene revenue was $571 million with nearly 205,000 dry metric tons sold [21][24] Market Data and Key Metrics Changes - The lithium market experienced a sharp decline in prices starting in late Q3 2023, influenced by inventory build in the energy storage supply chain and reduced production rates from battery cell producers [30][28] - Despite the price decline, global EV sales increased by 33% in 2023, indicating strong underlying demand [31] Company Strategy and Development Direction - Arcadium Lithium aims to grow its volume significantly, expecting a 40% increase in lithium carbonate and hydroxide volumes in 2024 compared to 2023 [10] - The company plans to realize $60 million to $80 million in total synergies and cost savings in 2024, driven by integration efforts and cost reductions [11][62] - The merger between Livent and Allkem is seen as a strategic move to create a more diversified and vertically integrated company, enhancing flexibility to meet customer needs [9][8] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the current lower price environment and its impact on growth capital spending, indicating a cautious approach to capital allocation [13][71] - There is optimism about the industry's direction in 2024, with expectations for continued strong demand for lithium chemicals despite current market challenges [35][41] Other Important Information - The company expects to provide pro forma financials for 2023 in the second quarter of 2024 and will release combined results starting with Q1 2024 [17] - The integration process is ongoing, with a focus on optimizing capital spending and operational flexibility across projects in Argentina and Canada [73][78] Q&A Session Summary Question: Discussion on Mt. Cattlin's production optimization - Management explained that Mt. Cattlin is benefiting from historical investments and is currently producing at a low marginal cost, but decisions on future production levels will depend on market developments [83] Question: Contracting philosophy for carbonate volumes - Management expressed confidence in the floors of contracts and indicated a shift towards more flexible contracting structures, particularly for hydroxide [85][86] Question: Insights on Canadian spodumene operations - Management discussed the potential for optimizing the development of the Whabouchi and James Bay mines, focusing on efficient feed into hydroxide production [88] Question: Visibility on order book and pricing - Management provided insights on the visibility of multi-year agreements for hydroxide and the complexities surrounding pricing for lithium carbonate, emphasizing strong demand [94] Question: Realized pricing concerns - Management acknowledged that realized pricing for spodumene and carbonate in Q4 was lower than expected due to timing of shipments and market conditions [99]

Exhibit 99.1 News Release – February 22, 2024 Arcadium Lithium Releases Fourth Quarter and Full Year 2023 Results and Provides 2024 Full Year Outlook PHILADELPHIA and PERTH, Australia, Feb. 22, 2024 /PRNewswire/ -- Arcadium Lithium plc (NYSE: ALTM, ASX: LTM, "Arcadium Lithium") today reported results for the fourth quarter and full year of 2023 for Livent Corporation ("Livent") and provided select results for Allkem Limited ("Allkem"). The 2023 Form 10-K to be released by Arcadium Lithium will only include ...

Q3 2023 Earnings Presentation 10.31.23 Safe HarborStatement Safe Harbor Statement under the Private Securities Litigation Reform Act of 1995: Certain statements in this earnings presentation are forward-looking statements. In some cases, we have identified forward-looking statements by such words or phrases as "will likely result," "is confident that," "expect," "expects," "should," "could," "may," "will continue to," "believe," "believes," "anticipates," "predicts," "forecasts," "estimates," "projects," "p ...

Allkem Limited (OROCF) June 2023 Quarter Results Briefing July 26, 2023 8:00 PM ET Company Participants Martin de Solay - Managing Director and CEO Christian Barbier - Chief Sales and Marketing Officer Christian Cortes - Acting CFO James Connolly - Chief Project Development Officer Liam Franklyn - Head of Mt Cattlin Operations Conference Call Participants Rahul Anand - Morgan Stanley Tom Hays - CLSA Max Vickerson - Morgans Kate McCutcheon - Citi Mitch Ryan - Jefferies Al Harvey - JPMorgan Hugo Nicolai - Gol ...

Allkem Limited (OROCF) Q3 2023 Earnings Conference Call April 19, 2023 8:00 PM ET Company Participants Martin Perez de Solay - MD and CEO Christian Barbier - Chief Sales and Marketing Officer James Connolly - Chief Project Development Officer Christian Cortes - Acting CFO Liam Franklyn - Head, Australian Operations Conference Call Participants Tom Hays - CLSA Mitch Ryan - Jefferies Al Harvey - JPMorgan Hugo Nicolaci - Goldman Sachs Kaan Peker - RBC Capital Markets Reg Spencer - Canaccord Genuity Hayden Bair ...

Livent Corporation BMO Conference Presentation February 27, 2023 Safe HarborStatement Safe Harbor Statement under the Private Securities Litigation Reform Act of 1995: Certain statements in this earnings presentation are forward-looking statements. In some cases, we have identified forward-looking statements by such words or phrases as "will likely result," "is confident that," "expect," "expects," "should," "could," "may," "will continue to," "believe," "believes," "anticipates," "predicts," "forecasts," " ...

FY23 Half-Year Financial Results For the period ending 31 December 2022 24 February 2023 ▲ Allkem 2 Disclaimer This investor ASX/TSX release (Release) has been prepared by Allkem Limited (ACN 112 589 910) (the Company or Allkem). It contains general information about the Company as at the date of this Release. The information in this Release should not be considered to be comprehensive or to comprise all of the material which a shareholder or potential investor in the Company may require in order to determi ...

Allkem Limited (OROCF) Q2 2023 Earnings Conference Call January 17, 2023 6:00 PM ET Company Participants Martin Perez de Solay - MD, CEO & Director Christian Barbier - Chief Sales & Marketing Officer Christian Cortes - Chief of Staff James Connolly - Chief Project Development Officer Liam Franklyn - Head of Australian Operations Conference Call Participants Rahul Anand - Morgan Stanley Reg Spencer - Canaccord Genuity Alistair Harvey - JPMorgan Chase & Co. Kate McCutcheon - Citigroup Mitch Ryan - Jefferies H ...