29metals Limited · ASX:29M
29metals — Mining Leaders Forum 2022
17 slides from 29metals's conference presentation, Nov 14, 2022
Slide 1: Mining Leaders Forum 2022 - Presentation (ASX announcement)
ASX ANNOUNCEMENT Monday, 14 November 2022 For personal use only MINING LEADERS FORUM 2022 - PRESENTATION 29Metals Limited (‘29Metals’ or, the ‘Company’) Managing Director & CEO, Peter Albert, is presenting at the Mining Leaders Forum 2022, being held at the Gold Coast in Queensland and commencing to
Slide 2: Mining Leaders Forum 2022: Doing Well by Doing Good
For personal use only Mining Leaders Forum 2022 Doing Well by Doing Good Peter Albert Managing Director & CEO 14 November 2022
Slide 3: Important information
Important information The information in this presentation is provided for general information regarding 29Metals Limited (the ‘Company ‘) and its subsidiaries (together with the Company, ‘29Metals‘). Material information in this presentation has been derived from information publicly released by th
Slide 4: Tier 1 Mining Jurisdictions
Tier 1 Mining Jurisdictions Mature regulatory and permitting regime For personal use only Commodities in Mineral Resources 29 30 Cu Copper Zn Zinc 79 47 Au Gold Ag Silver Mt Isa 82 27 1 Pb Lead Co Cobalt Legend Geraldton Operating Golden Grove Capricorn Copper Exploration Redhill Port Domestic and i
Slide 5: Macro Environment
Macro Environment Macroeconomic events have dominated since 2020 For personal use only COVID-19 Conflict Environmental Labour availability COVID-19 Skills shortage Supply chain disruptions Macro factors Cost inflation Energy prices Energy transition Time scale 4
Slide 6: Metals Critical to the Energy Transition
Metals Critical to the Energy Transition 29Metals’ long life, green metals portfolio can supply all decarbonisation applications For personal use only Solar Concentrated Wind Hydro Geothermal Energy storage Nuclear Coal Gas CCS photovoltaic solar power Copper Zinc Cobalt Silver Lead Nickel Chromium
Slide 7: Commodities Key to the Energy Transition: Copper
Commodities Key to the Energy Transition Future technology and infrastructure requirements 29 For personal use only Cu Copper Demand & Growth Drivers Key to decarbonisation Global Refined Copper Usage2 Critical for decarbonisation and electrification 60 50 Contributes 0.2% of global GHG emissions
Slide 8: Copper Supply Deficit
Copper Supply Deficit Expected 3.15Mt copper concentrate deficit in 2030 Copper Concentrate Supply Pipeline1 For personal use only 30 25 Copper in copper concentrate (Mt) 20 15 10 5 0 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 Operating C
Slide 9: Commodities Key to the Energy Transition: Zinc
Commodities Key to the Energy Transition Future technology and infrastructure requirements 30 For personal use only Zn Zinc Demand & Growth Drivers Galvanising green infrastructure Mineral Demand for Wind by Scenario1 Declining production from primary zinc mines globally 1500 Decarbonisation is ga
Slide 10: Commodities Key to the Energy Transition: Cobalt
Commodities Key to the Energy Transition Future technology and infrastructure requirements 27 For personal use only Co1 Cobalt Uses Powering the green economy Committed mine production and primary demand for cobalt, 2020-20302 Storage for renewable energy 400 Key role in renewable power generation
Slide 11: Snapshot
Snapshot For personal use only 100% Australian production History of Mineral Resources Tier 1 jurisdictions replacement 1 47 82 Positioned to leverage 2 x 10+ year mine life global energy transition operating assets Our vision is to be a leading ASX-listed Outstanding copper producer, developer and
Slide 12: Capricorn Copper
Capricorn Copper High-grade copper operation in a Tier 1 jurisdiction Commodities In Mineral Resources For personal use only Capricorn 29 47 27 Copper Cu Copper Ag Silver Co Cobalt1 Project In-mine and Near-mine Growth Major Town Multiple mining fronts Gulf of Minor Town Capricorn Copper Project A
Slide 13: Golden Grove
Golden Grove World-class VHMS geological system Commodities Produced For personal use only 29 30 79 47 82 Cu Copper Zn Zinc Au Gold Ag Silver Pb Lead Concentrates exported to Australian, Asian In-mine and Near-mine Growth and global smelters World-class VHMS with multiple ore sources and diversifi
Slide 14: Our Approach to Sustainability & ESG
Our Approach to Sustainability & ESG At 29Metals, we believe that Sustainability and ESG must be part of everything we do, not something we do For personal use only Safe and Responsible Partnering inclusive environmental with 29Metals’ first Sustainability & ESG report published with 2021 Annual R
Slide 15: Empowering Energy Transition Requires Unified Approach
Empowering Energy Transition Requires Unified Approach Collaboration between government, business and the community For personal use only Australian Key pillar of the Australian economy Mining Central to achieving the energy transition Industry Necessary investment in Australia Extract the n
Slide 16: Summary
Summary Meeting the challenges of the energy transition For personal use only 2 high grade Sustainability & ESG is Producing metals Resilience in an Strong supply and Collaboration by all operations in Tier 1 part of everything we required for the global unfavourable macro demand market stakeholders
Slide 17: Unlocking value to empower the future
For personal use only Unlocking value to empower the future 16