Ioneer Limited · ASX:INR
Ioneer — NWR Conference 2024
18 slides from Ioneer's conference presentation, Jun 20, 2024
Slide 1: Critical Materials in the U.S. for a Sustainable Planet
INVESTOR PRESENTATION June 2024 Critical Materials in the U.S. for a Sustainable Planet : IONR ASX : INR www.ioneer.com B Li
Slide 2: Disclaimer
Disclaimer This presentation has been prepared as a summary only and does not contain all information about Competent Persons Statement ioneer Ltds (ioneer or the Company) assets and liabilities, financial position and performance, profits and In respect of Mineral Resources and Ore Reserves referre
Slide 3: Rhyolite Ridge - A Construction Ready Li-B Project in the United States
Rhyolite Ridge - A Construction Ready Li-B Project in the United States : IONR ASX : INR www.ioneer.com
Slide 4: What Differentiates Ioneer from other emerging lithium companies
What Differentiates Ioneer from other emerging lithium companies Permitting Partnerships Funding Expecting to be fully Binding agreements with US$490 million conditional permitted in late 2024 Ford (SK), Toyota-Panasonic financing from Sibanye- and EcoPro Stillwater Debt Engineering Growth US$700 mi
Slide 5: Best in Class Partners
Best in Class Partners Technically led approach EPCM >US$170m PFS, Pilot Plant, DFS completed, Evaporation and invested to date Engineering ready. Fluor is EPCM Crystallization Acid Plant Material Haulage Handling System Signed binding lithium offtake agreements Power and Controls Maint. & Support P
Slide 6: 2024 Catalysts
2024 Catalysts Updated Updated Updated Reserve & Capex / Opex Resource Mine Plan Estimate Final Federal Final Environmental Record of Investment Impact Decision Decision Statement : IONR ASX : INR www.ioneer.com
Slide 7: Supply Chain Security
Supply Chain Security : IONR ASX : INR www.ioneer.com Source: IEA. International Energy Agency, Website www.iea.org
Slide 8: Supply Chain Security
Supply Chain Security : IONR ASX : INR www.ioneer.com Source: IEA. International Energy Agency, Website www.iea.org
Slide 9: Supply Chain Security – U.S. Context
Supply Chain Security – U.S. Context RHYOLITE RIDGE Li-B PROJECT Currently there is just one Lithium mine and one boron mine in the U.S. Source: US Department of Energy. Critical Minerals 101: What’s so critical about Critical Minerals. www.energy.gov/cmm/what-are-critical-materials-and-critical-min
Slide 10: Critical Minerals in the U.S.
Critical Minerals in the U.S. The National Defense Authorization Act for fiscal year 2024 included an amendment to study boron supply chains Source: US Department of Energy. Critical Minerals 101: What’s so critical about Critical Minerals. www.energy.gov/cmm/what-are-critical-materials-and-critical
Slide 11: Critical Minerals in the U.S.
Critical Minerals in the U.S. Senator Manchin, Chairman of the Senate Energy and Natural Resources Committee “This transition was designed to bring manufacturing and supply chains back to America that we could count on” Source: US Department of Energy. Critical Minerals 101: What’s so critical about
Slide 12: Why Ioneer
Why Ioneer The Right The Right An Products Location Experienced Lithium carbonate Positioned to serve Team and boric acid the U.S. EV battery With a proven track supply chain Plug in to record the Future Expansion Third Party Clear Path to Potential Validation Production With significant U.S. DOE, S
Slide 13: ir@ioneer.com
www.ioneer.com. ir@ioneer.com : IONR ASX : INR www.ioneer.com
Slide 14: Rhyolite Ridge Lithium-Boron Project Fact Sheet
Nevada Lithium Location Nevada, USA for the U.S EV B Li FACT SHEET: DFS 2020 Project Stage Bankable Feasibility Supply Chain Economics1,2 Study (April, 2020) Lithium Carbonate, Products Current Project Boric Acid South Basin – still only partially Rhyolite Ridge Mine Plan 64Mt (2.5Mtpa x 26 years) d
Slide 15: Corporate Snapshot
Corporate Snapshot Total Shareholder Composition at 29 February 2024 Capital Structure 23.9% (As at 18 June 2024) Unanalysed 26.5% Institutional Investors 2.6% Brokers Shares Outstanding (see next slide on Equity Raise) 2.3b 3.9% Unallocated DRs Performance Rights And Options Outstanding 36.8m 5.8%
Slide 16: Permitting (NEPA) Process
“The Biden-Harris administration understands the important role Permitting (NEPA) Process mining will continue to play in the modern economy and the growing need for responsibly sourced critical minerals to meet our climate, infrastructure, and global competitiveness goals.” Dr. Steve Feldgus, Princ
Slide 17: South Basin Mineralisation Types
South Basin Mineralisation Types Type 1 Type 2 Type 3 High-Boron Lithium Low-Boron Lithium Lithium Clay (NON-CLAY) (NON-CLAY) (CLAY) 153Mt Resource 142Mt Resource 56Mt Resource 60Mt Ore Reserve Acid Leachable Acid Leachable Acid Leachable Metallurgical tests and Pilot Plant Metallurgical tests Metal
Slide 18: Acid Leach Results – Average recoveries >89%
Acid Leach Results – Average recoveries >89% SOUTH BASIN NORTH BASIN Type 1 Type 2 Type 3 Type 2 High Boron Low Boron Clay Low Boron Li 1,335 kMT LCE 1,197 kMT LCE 720 kMT LCE 1000 – 3000 kMT LCE Gr 1,639 ppm 1,578 ppm 2,422 ppm 1000 – 1700 ppm R 94% Li 89% Li 89% Li 91% Li #TEST 300 + 65 45 35 BEFO