Iluka Resources Limited · ASX:ILU
Iluka Resources — Macquarie Western Australia Forum 2021
18 slides from Iluka Resources's conference presentation, Nov 30, 2021
Slide 1: Iluka Resources Limited
1 Iluka Resources Limited Macquarie Western Australia Forum 2021 Tom O’Leary, Managing Director
Slide 2: Disclaimer and compliance statement
Disclaimer and compliance statement 2 This presentation has been prepared by Iluka Resources Limited (Iluka). By accessing this presentation you acknowledge that you have read and understood the following statement. This document provides an indicative outlook for the Iluka business in the 2021 fina
Slide 3: Iluka's commitment to sustainability
Iluka’s commitment to sustainability 3 Fifth consecutive year Key Pillars of Iluka’s Sustainability 2021 YTD1 TRIFR 1.4 TCFD alignment Approach (2020 TRIFR 2.8) Year 3 of 3 Health and Safety Our People Our Communities 28% 319ha Environmental Stewardship Indigenous employment at Rehabilitated in H1 2
Slide 4: Markets
Markets Iluka is focused on fostering a sustainable pricing environment for its products, while continuing to meet global demand
Slide 5: Zircon key features
Zircon 5 Key Features Ongoing tightness of supply, with customers across multiple geographies and industries seeking volumes greater than their allocations • Q3 21 YTD sales 266kt (Q3 20 YTD: 142kt) Iluka annual zircon production Result – Q3 sales of 89kt (+40% YoY) after Q2 sales of 91kt 400 Averag
Slide 6: High-grade titanium feedstocks key features
High-grade titanium feedstocks 6 Key Features All of Iluka’s synthetic rutile and natural rutile is under contract for the remainder of 2021 • Q3 21 YTD sales 410kt (Q3 20 YTD: 209kt) Rutile net realised FOB price Result – Q3 sales of 129kt after Q2 sales of 152kt 1600 • Demand in all regions outpac
Slide 7: Rare earths key features
Rare earths 7 Key Features Increasing global demand as the world moves towards a low carbon future 40 Passenger EV sales1 • By volume permanent magnets accounted for 42% of global TREO consumption in 2020 30 Units (m) 2020 • By value permanent magnets accounted for over 90% of TREO consumption and 2
Slide 8: Operations and Projects
Operations and Projects Iluka is positioned to lead the response to market and industry conditions, both near and longer term, through the company’s marketing approach and product suite, operations and development pipeline
Slide 9: Operational overview
Operational overview 9 Cataby / South West Jacinth-Ambrosia / Mid West Eneabba Sierra Leone Large chloride ilmenite rich mine, Jacinth-Ambrosia is one of the world’s Highest grade rare earths operation World’s largest rutile mine, operating since commissioned in 2019. Ilmenite feeds largest zircon m
Slide 10: Jacinth-Ambrosia, South Australia
Jacinth-Ambrosia, South Australia 10 Improved operating performance driving higher production at Jacinth-North; move to Ambrosia is planned for H2 2022 Operational • Jacinth-Ambrosia is the world’s largest zircon mine overview Energy from • Located ~280km’s north west of Ceduna 3.5MW 1460MW hours so
Slide 11: Project pipeline
Project pipeline 11 The company develops and progressively gates projects towards execution subject to: improving confidence and satisfaction with the risk-return attributes; continued strategic alignment; and sequencing to take advantage of economic and market outlook ASSESS SELECT DEVELOP EXECUTE
Slide 12: Synthetic Rutile Kiln 1 (SR1) restart, Western Australia – in execute
Synthetic Rutile Kiln 1 (SR1) restart, Western Australia – in execute 12 A capital efficient, incremental synthetic rutile production response, to deliver increased high grade titanium dioxide feedstock in a supply constrained market Project overview Parameters • SR1 kiln is located at Capel, Wester
Slide 13: Balranald, New South Wales – definitive feasibility study
Balranald, New South Wales – definitive feasibility study 13 Third technology trial completed and confirmed effectiveness of the underground mining method; definitive feasibility study (DFS) underway Project overview DFS parameters and basis of design West Balranald is a rutile-rich deposit in the n
Slide 14: Wimmera, Victoria – resource declaration; preliminary feasibility study
Wimmera, Victoria – resource declaration; preliminary feasibility study 14 Globally significant mineral resource of 1.4Bt declared, containing 67Mt of heavy mineral (HM) Project overview Wimmera resource1 700 The Wimmera region in Western Victoria has the potential to be a multi-decade future source
Slide 15: Wimmera, Victoria – innovative zircon processing solution
Wimmera, Victoria – innovative zircon processing solution 15 An innovative processing solution that could unlock a new mineral province Study work for the Wimmera project is focussed on validating Iluka’s zircon processing solution and on progressing baseline environmental studies. Testing results o
Slide 16: Eneabba, Western Australia – rare earths
Eneabba, Western Australia – rare earths 16 Eneabba Phase 1 operational. Phase 2 under construction, commissioning scheduled for H1 2022 Phase 3 – a fully integrated rare earths refinery – feasibility study progressing, completion scheduled for early 2022 Project overview Current Phase 3 workstreams
Slide 17: For more information contact
For more information contact Luke Woodgate, Group Manager, Investor Relations and Corporate Affairs investor.relations@iluka.com Cataby, Western Australia
Slide 18: Appendix 1 – Wimmera Deposits Mineral Resource Summary
Appendix 1 – Wimmera Deposits Mineral Resource Summary 18 Table 1: Mineral Resource Summary for Iluka’s Wimmera deposits reported by deposit and JORC Code (2012 Ed.) Category as at December 2021 MINERAL RESOURCE SUMMARY FOR ILUKA WIMMERA DEPOSITS Mineral In situ Mineral Assemblage in HM(3) Resource
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