NewGenium · Investor Brief · 2026

THE WORLD
NEEDS MORE
LITHIUM.
NOT MORE MINES.

You're right to be skeptical. So were we.

SCROLL
EVERY BATTERY
TAKES THE LONG
WAY HOME.
The question is whether it has to.
SURFACE
SOIL
CLAY
BEDROCK
AQUIFER
BRINE
THREE COUNTRIES.
TWO OCEANS.
ONE BATTERY.
Mined in Australia. Refined in China.
Shipped across the Pacific. Twice.
SURFACE
SOIL
CLAY
BEDROCK
AQUIFER
BRINE
LITHIUM ALREADY
EXISTS IN
ARKANSAS BRINE.
No excavation. No open pit.
No transpacific shipping.
SURFACE
SOIL
CLAY
BEDROCK
AQUIFER
BRINE
EXTRACTION
DOESN'T HAVE TO
MEAN CONSUMPTION.
More than 99.99% of the brine
returns to the aquifer.
SURFACE
SOIL
CLAY
BEDROCK
AQUIFER
BRINE
Exhibit A — The Supply Chain
SEE WHERE IT ACTUALLY COMES FROM.
CONVENTIONAL
0
Countries involved
0
Ocean crossings
3+
Countries
involved
Transpacific
ocean crossings
~0%
U.S. refining
control
NEWGENIUM
The water goes back.
One drop. Two futures.
CONVENTIONAL
The water never returns.
Evaporation ponds permanently
remove water from the system.
99.99%
RETURNED TO THE AQUIFER
Exhibit B

STILL HAVE
QUESTIONS?

What actually happens to the water?
Does the process disturb the land?
Why does lithium have to go through China today?
What does "order of magnitude better" actually mean?
"100% minus 200 parts per million, which is 99.99 some percent. The water is just passing over some pellets, basically, and the pellets pull out the lithium, and the water goes back to where it came from."
— Chris Murphy, CEO, NewGenium, July 2026

The process works like a household water softener. Brine is pumped from underground formations, passes over a medium that selectively removes lithium ions, and is returned to the same aquifer. The volume difference is negligible: 200 parts per million removed. The same approach has been used for decades in the U.S. to extract bromine from brine at industrial scale.

Chris Murphy, CEO — July 2026
"What we are doing is taking water out, taking lithium out, and putting the water back in. So it's not destructive in any way. There are no environmental risks."
— Allen Morgan, Board Director, NewGenium investor webinar, June 2026

Conventional lithium requires either hard-rock open-pit mines or large-scale evaporation ponds — both involving significant surface disruption. NewGenium's process requires only a wellhead, the same infrastructure used for bromine extraction in Arkansas and Texas for decades. No blasting. No open pit. No evaporation pond.

Note: Well pads and associated infrastructure do require some ground preparation. This claim reflects the absence of open-pit mining and large-scale surface operations specifically.

NewGenium investor webinar, June 24, 2026
"Our process allows us to extract this lithium and produce the finished product needed for the batteries called LFP... completely within the United States."
— Chris Murphy, CEO, NewGenium investor webinar, June 2026

Conventional LFP routes through at least three countries: mining origin, China for refining — which controls "almost 100%" of global LFP processing — and the destination country. NewGenium's integrated process is designed to occur entirely within the United States, eliminating both ocean crossings and the China refining step.

NewGenium investor webinar, June 24, 2026
"We're in order of magnitude better than the other ways in which lithium is obtained today."
— Chris Murphy, CEO, NewGenium, July 2026

The metric Murphy defines: lithium finished product (LFP) produced per unit of energy consumed — kilograms of LFP out per unit of energy in. Early engineering assessments indicate an order-of-magnitude improvement over conventional supply chains. An independent third-party lifecycle analysis is commissioned specifically because in-house analyses are easy to bias.

DIG
DEEPER.
Why brine? How is it different from hard-rock mining?+
"Brine is nothing more than highly concentrated saltwater. Many, and I'd say even most brines do contain lithium... extraction of bromine from brine has been done for decades at very high volumes in the United States today."
— Chris Murphy, CEO, NewGenium Webinar, June 2026

Hard-rock mining requires blasting, excavation, and significant land disturbance. Evaporation pond lithium (Atacama Desert) requires pumping brine into vast shallow pools and waiting 12–18 months for water to evaporate — permanently removing that water from the local water table. Brine extraction requires only a wellhead and processing equipment — the same infrastructure used for bromine in Arkansas and Texas for decades.

NewGenium investor webinar, June 24, 2026
Why Arkansas? Why the Smackover formation?+
"We're planning on the first commercial plant... within the Smackover region in southern Arkansas, northern Texas as our first commercial facility."
— Chris Murphy, CEO, NewGenium Webinar, June 2026

The Smackover formation already has active brine extraction by Albemarle, Tetra, and Lanxess for bromine. Those companies already have wells, permits, and infrastructure. NewGenium's near-term plan is to co-locate — extracting lithium from brine already being pumped to surface, significantly reducing permitting risk and infrastructure cost for the first plant.

NewGenium investor webinar, June 24, 2026
What is the status of the IP?+
"We have two extremely strong patents in the filing process... the IP and patents around NewGenium's technology for lithium extraction, those are completely owned by the company. Not Caltech."
— Chris Murphy, CEO, NewGenium Webinar, June 2026

NewGenium uses a "picket fence" IP strategy: high-level process claims are filed as patents while specific process details are maintained as trade secrets — preventing competitors from reading patents and reverse-engineering the process. The original HGenium water-splitting IP belongs to Caltech. NewGenium's lithium extraction IP is entirely separate and owned outright by the company.

NewGenium investor webinar, June 24, 2026
What is the 10× claim based on, and when will it be independently validated?+
"We're kind of doing back of the envelope lifecycle analysis at this point... you always want a credible lifecycle analysis to be done by a third party that does that for a living."
— Chris Murphy, CEO, July 2026

The metric: LFP produced per unit of energy consumed — kg of LFP out per unit of energy in. Current figure is based on engineering modeling, not yet published or third-party verified. An independent lifecycle analysis has been commissioned from a third party specifically because in-house analyses are easy to bias.

Is NewGenium expanding the lithium market, or displacing dirty supply?+
"It's always versus the next best alternative. There's no perfect solution... batteries allow you to store that energy."
— Chris Murphy, CEO, July 2026

This is a genuine tension worth acknowledging. Allen Morgan's view: NewGenium expands the lithium market, but in an environmentally superior way. Jonathan Cohen's view: NewGenium displaces dirtiest inputs without growing the overall market. Both agree the distinction may be semantic — the lithium market is growing with or without NewGenium, driven by EV adoption and grid storage. Murphy's framing is most defensible: the comparison is always against the next best alternative, not perfection.

Direct conversation + investor webinar, June–July 2026
What is the business model — licensing or manufacturing?+
"NewGenium, what is the business plan, licensing or actual manufacturing? I can tell you that it's licensing."
— Jonathan Cohen, Idealab, NewGenium Webinar, June 2026

NewGenium's model is technology licensing — not owning and operating commercial plants. Strategic buyers (ExxonMobil, Chevron, Albemarle, GM, Ford, LG) would license the technology or acquire the company. The current $3M raise (SAFE, $20M pre-money) funds 18 months of scale-up from grams to kilograms — the milestone required to attract serious strategic interest. Chris Murphy's prior exit — Materia, sold to ExxonMobil Chemical — followed a similar pattern.

Investor webinar, June 24, 2026 + July 2026
THE WORLD
NEEDS LITHIUM.
IT DESERVES
A BETTER WAY
TO MAKE IT.

No perfect solution exists. But a demonstrably better one does — less land, less carbon, no China, water returned. NewGenium is it.

GET IN TOUCH →

NewGenium · 2026
Independent third-party lifecycle analysis commissioned.