Arafura Rare Earths Limited · ASX:ARU
Arafura Rare Earths — 2025 Diggers and Dealers Mining Forum
13 slides from Arafura Rare Earths's conference presentation, Aug 5, 2025
Slide 1: ASX Announcement: 2025 Diggers and Dealers Mining Forum Presentation
ASX ANNOUNCEMENT 2025 DIGGERS AND DEALERS MINING FORUM PRESENTATION 5 August 2025 Arafura Rare Earths Limited (ASX: ARU) (Arafura or the Company) is pleased to attach a copy of the presentation delivered at the 2025 Diggers and Dealers Mining Forum in Kalgoorlie, Western Australia by Managing Direct
Slide 2: Arafura Rare Earths
ASX: ARU For personal use only Arafura Rare Earths The world's most advanced construction- ready project providing a non-China alternative August 2025
Slide 3: Disclaimer
Disclaimer This presentation is dated August 2025 and has been information made available to a person, nor any from the Company’s ASX announcement dated 16 further exploration work will result in the prepared by Arafura Rare Earths Limited (“Arafura”, obligation to furnish the person with any furthe
Slide 4: Rare Earths: What's all the fuss?
Rare Earths: What’s all the fuss? 93.3%1 GLOBAL RESPONSES decline For personal use only year-on-year in rare earth magnet exports TRIGGERED to the US in May 2025 G7 Critical Australian Minerals Security Japan and EU’s Minerals Action Governments Partnership Joint Rare Earths Plan Critical Minerals P
Slide 5: Demand doubling....and that's before robotics takes off
Demand doubling....and that’s before robotics takes off More than one Nolans project required every year NdPr Supply and Demand1,2 For personal use only 160 % 143kt Arafura Rare Earths Additional supply of nearly 60kt NdPr 140 7% Industrial 8% Wind Turbines oxide required by 2035 ROW producers 8% Ma
Slide 6: Development pipeline challenging
Development pipeline challenging World’s most advanced construction ready, ore-to-oxide project For personal use only 18 years4 Exploration / Study Funding / Construction3 Commercial Production LEGEND Bubble Ionic Rare Earths size = Ore-to- Brazilian Rare Earths Energy Transition Minerals Market oxi
Slide 7: The right strategy, the right time
The right strategy, the right time Production For personal use only Development Mine Concentrate MREC1 NdPr Oxide NdPr Metal NdFeB Alloy / Magnet Average of 18 years between discovery and commencement of commercial production2 2-5 years Radionuclides & rare earths unseparated Radionuclide free Neo S
Slide 8: Arafura – A Nation-Building Initiative
Arafura – A Nation-Building Initiative For personal use only NdPr Oxide SEG/HRE Oxide2 Phos acid 4,440 tpa 573 tpa 144,393 tpa (Includes Dy and Tb) (54% P2O5 MGA) ✓ Strategic location in Capex1 NPV8 after tax1 proximity to critical Mine Life +38 years US$1,226 m US$1,729 m (base) infrastructure (inc
Slide 9: Construction ready
Construction ready Once financed, we are ready to go For personal use only Environmental permits and Granted mineral lease / Access to existing approvals in place license infrastructure >US$40m on site works de- Experienced Board and Construction to commence risking project schedule leadership team
Slide 10: Funding in focus
US$0.36B Funding in focus COMPLETION SUPPORT US$1.5B ~US$80m Equity REQUIRED • Targeting 60% of equity funding US$280M For personal use only PUBLIC CAPITAL through Cornerstone Investors Institutional & • More than US$1bn of debtand Private CORNERSRONE completion support INVESTORS Investors condition
Slide 11: ESG – an integrated approach focusing on what matters most
ESG – an integrated approach focusing on what matters most For personal use only As a greenfields developer we have a unique opportunity to create and deliver value for all stakeholders We recognise the interdependencies of ESG in our business We are building capability to deliver best- practice ESG
Slide 12: The Nolans Project is ready to go
The Nolans Project is ready to go For personal use only Large, high grade, Construction ready, Projected first quartile Debt funding and Project delivery to Environment, social, scalable resource ore-to-oxide project of cost curve binding offtakes drive re-rate of market governance 38-year mine life
Slide 13: Contact
ASX: ARU For personal use only Contact Level 6, 432 Murray St Perth WA 6000 PO Box 5773 St Georges Terrace Perth WA 6831 T: +61 8 6370 2800 E: arafura@arultd.com (All corporate and general enquiries) E: nolansproject@arultd.com (Nolans Project enquiries only)
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