Lynas Rare Earths Limited · ASX:LYC
Lynas Rare Earths — Metal Events' International Rare Earths Webinar (September 2020)
13 slides from Lynas Rare Earths's conference presentation, Sep 23, 2020
Slide 1: Metal Events' International Rare Earths Webinar
For personal use only LYNAS CORPORATION Metal Events’ International Rare Earths Webinar 23 September 2020 1
Slide 2: Disclaimer
Disclaimer For personal use only This Presentation has been prepared by Lynas Corporation Limited (ABN 27 009 066 648) (Lynas or financial position and performance are also forward-looking statements. Forward-looking statements, the Company) This Presentation contains summary information about Lynas
Slide 3: Has COVID-19 changed the Rare Earths world?
For personal use only Has COVID-19 changed the Rare Earths world? 3
Slide 4: How is COVID-19 affecting wind industry demand?
How is COVID-19 affecting wind industry demand? For personal use only Renewable energy has proven to be more resilient than other parts of the energy sector Wind industry forecast to achieve year on year growth in 2020 We continue to see sustained demand for NdPr from the wind power industry Expect
Slide 5: How is COVID-19 affecting automotive demand?
For personal use only How is COVID-19 affecting automotive demand? Global sales down overall but performance varies by geography and vehicle type Strong growth in European EV sales - forecasts of year on year growth Based on customer feedback, car electrification is growing faster than expected May
Slide 6: Increasing focus on resilient supply chains across all markets
Increasing focus on resilient supply chains across all markets Electric Vehicles (EV) – Including Electric drive components, Hybrid For personal use only motor technology, Electric public transport and Electric aviation Benefits: Lighter and more efficient high-performance motors Rare Earth products
Slide 7: Collective action needed to grow outside China RE supply chain
Collective action needed to grow outside China RE supply chain For personal use only Outside Lynas’ NdPr production capacity China supply exceeds current outside China of NdPr demand oxide Outside While Lynas can provide a China Rare sustainable supply of NdPr to outside China markets, the global Ea
Slide 8: The case for outside China separation of Heavy Rare Earth (HREs)
For personal use only The case for outside China separation of Heavy Rare Earth (HREs) The market needs Who else but Lynas? HREs +2000 tons Dy (100% of Inhouse IP & proven track record current annual supply) We have the expertise in RE separation For each additional 30m eCars +21000 tons NdPr (60% o
Slide 9: Lynas currently supplies approx. 20% of world demand for separated Rare Earth products
Lynas currently supplies approx. 20% of world demand for separated Rare Earth products For personal use only Our Lynas 2025 growth vision will see us Supporting product & market Constructing our planned Kalgoorlie Developing our Heavy Rare Earth transform our business development Rare Earths Process
Slide 10: How is COVID-19 affecting Lynas?
How is COVID-19 affecting Lynas? For personal use only • Lynas remains in robust financial shape • Both sites continue to implement government safety and health recommendations and industry best practices • COVID-19 special leave provisions were established for our people, including those residing i
Slide 11: Our strengthened balance sheet provides certainty & flexibility
Our strengthened balance sheet provides certainty & flexibility For personal use only ✓ Recent $425m equity raising ✓ Equity funding significantly received significant demand from enhances Lynas’ balance sheet investors during a critical transformation ✓ Delivers timely funding for Lynas and growth
Slide 12: Meeting our customers' needs for sustainably produced Rare Earths
Meeting our customers’ needs for sustainably produced Rare Earths For personal use only Lynas Rare Earth materials are used in industries where environmental provenance and sustainability matter 12
Slide 13: Visit our Investor Centre
For personal use only Visit our Investor Centre at: www.lynascorp.com 13
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