Pensana PLC · LSE:PRE
Pensana — ESG Presentation (February 2023)
17 slides from Pensana's sustainability presentation, February 2023
Slide 1: Building the world's first sustainable magnet metal supply chain
Building the world’s first sustainable magnet metal supply chain ESG PRESENTATION FEB 2023
Slide 2: Rare earths are critical to the long-term vision of a net zero future
Rare earths are CRITICAL to the LONG-TERM vision of a net zero carbon and climate-resilient future u Pensana strategically aims to produce Neodymium Praseodymium (NdPr) oxides to directly supplement the forecast global shortfall in demand to address the need for magnet metals, primarily driven by el
Slide 3: Rare Earths are non-negotiable for global net zero
Rare Earths are non-negotiable for global net zero Rare earth demand from clean energy technologies will increase seven-fold by 2040 relative to 2020 u Respected climate models show clean 8 energy technology 7 requires a sevenfold Index (2020=1) 6 5 increase in rare earth 4 supply by 2040 to 3 2 mai
Slide 4: Rare Earths are non-negotiable for global net zero
Rare Earths are non-negotiable for global net zero u From 2022 through 2035 we expect the greatest demand growth to come from commercial EV traction motors (24.5% CAGR), passenger EV traction motors (14.5% CAGR) and wind power generators (13.0% CAGR) SOURCE: Adamas Intelligence (2022), Rare Earth Ma
Slide 5: Sustainable Value Chain
| Cerca lich pote et cr Wat wnreriranea ary tothe enh oe | engone mie ibe construct and to best £56 prac Sfreratndesnsvtng an nspensers Emerson Stipa Astvmert song te sma sae oes 3 awe Ine cae wee aaoove pat enrtore ‘eisai het estos oe batho | ‘he ate Ma are Eth Supe (RES) pat nl process Se Spa spa
Slide 6: Pensana has embedded ESG at the heart of everything we do
Pensana has embedded ESG at the heart of everything we do and has already delivered substantial ESG interventions. PARTNERSHIPS FOR CLIMATE MITIGATION AND INNOVATION GLOBAL NET ZERO Pensana has developed strategic Pensana will produce rare earth partnerships with other businesses who products, which
Slide 7: Pensana has launched an ESG strategy
Pensana has launched an ESG strategy covering its short, medium and long-term strategic approach to ESG
Slide 8: Pensana has committed to ambitions across the ESG suite
Pensana has committed to 11 ambitions across the ESG suite The climate crisis Protecting the natural environment Provide a reliable and sustainable source of separated rare earth metals and compounds, essential to global Send zero waste to landfill by 2035. decarbonisation products. Implement a worl
Slide 9: Carbon and Net Zero
CARBON AND NET ZERO Pensana will promote deep and meaningful carbon reduction across our entire value chain, to be net zero no later than 2040
Slide 10: Pensana has already embedded deep carbon reduction into the design process
Pensana has already embedded deep carbon reduction into the design process CIRCULAR ECONOMY LOW CARBON LOGISTICS Pensana will play its role in the circular The Longonjo operations are located adjacent to the economy and develop a world-class recently refurbished Benguela railway line which will rare
Slide 11: Understanding remaining emissions to be eliminated towards net zero
After deep designed carbon reductions, Pensana has an understanding of the remaining emissions to be eliminated towards net zero u Pensana has used consultant Route2 to complete a product greenhouse gas (GHG) screening Upstream (Scope 3) Downstream (Scope 3) Our largest emissions by scope are: Scope
Slide 12: Pensana will target future carbon reduction across four workstreams
Pensana will target future carbon reduction across four workstreams This will allow targeted innovation and capital investment Procurement of Direct Utilities chemical reagents Chemical reaction Downstream by-products Activity
Slide 13: Sustainable Processes
SUSTAINABLE PROCESSES SUSTAINABILITY HAS BEEN EMBEDDED INTO THE DESIGN PROCESS FOR LONGONJO AND SALTEND SITES
Slide 14: Longonjo Concentrator
Longonjo Concentrator MINING Majority free dig, minimal blasting to reduce impact on environment WATER RECYCLE Mining plan area reduced to avoid area Water recycled across each flotation of high biodiversity value. area to minimize raw water demand Flotation Concentrate Thickening MREDS Plant ROM Or
Slide 15: Longonjo MREDS Plant
Longonjo MREDS Plant SCRUBBING OF OFF-GAS WATER RECYCLE HIGH-QUALITY PRODUCT The acid mixing and bake will release Water utilization is maximized by use of Off-gas High value and high purity product to off-gases which will be captured and counter-current decantation (CCD) and Scrubbing minimize mass
Slide 16: Saltend Refinery Separation Plant
Saltend Refinery Separation Plant HUMBER “GREEN ECONOMY” HUB SALTEND CHEMICAL PARK The Saltend Refinery will be part of the green hub POWER developing on the banks of the Humber, this includes Location of the Saltend Refinery in the developments around CCS and hydrogen, the latter of Saltend Chemica
Slide 17: Cautionary Statement
CAUTIONARY STATEMENT This presentation and any additional documents presented (together the “Presentation Materials”) are being supplied to you solely Neither this document, nor any copy of it, may be taken or transmitted into any jurisdiction where it would be unlawful to do for information only. T