Sunrise Energy Metals Limited · ASX:SRL
Sunrise Energy Metals — Clean TeQ Holdings — Shareholder Meeting (November 2015)
18 slides from Sunrise Energy Metals's shareholder meeting presentation, Nov 19, 2015
Slide 1: Scandium Market Update – Annual General Meeting
Clean TeQ Holdings Limited Scandium Market Update Annual General Meeting 19th November 2015
Slide 2: Scandium: Strategic Lightweighting Metal
Scandium І Strategic Lightweighting Metal The world needs lightweighting solutions Aluminium will remain a preferred material for High Strength Lightweight Alloys Power Forming lightweighting for for Next Generation Transport Distribution Technologies decades Scandium enhances the performance of alu
Slide 3: Automotive: Lightweighting imperative
Automotive І Lightweighting imperative Increasing Fuel Efficiency Targets: Increasing CO2 Emissions Targets: Passenger car miles per gallon, normalised to CAFE (Corporate Average Fuel Economy) Regulations Increasing Increasing penalties standards 1 Assumption in comparison to today’s average Europea
Slide 4: Transportation: Lightweight share is rising
Transportation І Lightweight share is rising While Commercial Aerospace is well …Automotive is catching up. advanced in lightweight materials… 1 HSS, aluminium, magnesium, plastics (beyond current use), glass/carbon fibre 2 High-strength steel (> 550 MPa) 3 Mainly other metals, glass, fluids, interi
Slide 5: Aerospace: Aluminium alloy applications
Aerospace І Aluminium alloy applications The applications of aluminium in With continuous and increasing alloy aerospace component parts are development: New Alloys 5xxx Al-Mg-Si-(Sc) extensive: 8xxx Al-Li 7xxx Al-Zn-Mg-(Cu) 2xxx Al-Cu-(Mg) 6xxx Al-Mn-Si Future Source: Kaiser Aluminum Graph Source:
Slide 6: Automotive: Aluminium alloy applications
Automotive І Aluminium alloy applications Application and Amount of Al in Cars What was once high-end is now 200.0 10.4% of becoming more common in mass Vehicle Curb Weight 11.9% of produced cars, with component 180.0 Vehicle Curb The Ford F150 has an Weight Aluminium content 25% Average Al Content
Slide 7: Material Selection: Strength to Weight Ratio
Material Selection І Strength to Weight Ratio Stronger Target for new • The first Aluminium alloys consideration for Typical minimum strength for alloys new alloys is in transport whether the alloy Lighter is lighter and stronger than other materials. Al Alloys • On this consideration alone, composi
Slide 8: Lightweight Materials: Additional considerations
Lightweight Materials І Additional considerations Relative weight for a comparable automotive part Aluminium However, aluminium alloys have 20% Lighter Carbon Fiber several key advantages over composites, including: High Strength Steel Steel • Lower material cost 0 20 40 60 80 100 120 • Lower formin
Slide 9: Transport: Future demand for aluminium
Transport І Future demand for aluminium The benefits mean that there is stable and increasing demand for aluminium, particularly in the automotive sector. Global Aircraft Primary Aluminium Use Global Light Vehicle Primary Aluminium (History and Forecast) Use (History and Forecast) 70 18,000 2% CAGR
Slide 10: Al Alloys: Scandium impact on grain size and strength
Al Alloys І Scandium impact on grain size and strength The micro structure of aluminium This leads to finer grains of Finer grains lead to less “sliding” is fundamentally changed when aluminium being formed. between grain boundaries. scandium is added, forming a The implications of this “grain Scand
Slide 11: Al-Sc Alloys: Strength with Scandium Addition
Al-Sc Alloys І Strength with Scandium Addition The Effect of Scandium in different Aluminium Alloy Series 800 6% No Sc With Sc Increase 700 Yield Strength, MPa 600 500 150% 31% Increase 30% 400 Increase Increase 1,500% 300 93% Increase 200 Increase 100 0 Alloy System 1xxx 2xxx 3xxx 5xxx 7xxx 8xxx Al
Slide 12: Scandium: Alloy strength to weight ratio
Scandium І Alloy strength to weight ratio Typical Alloying Elements Cu Adds strength but heavier alloy Mn Zn Scandium provides the Sc greatest increase in aluminium alloy strength to Al weight ratio1 Mg Makes the alloy lighter, but Limited strength addition Li 0 2 4 6 8 10 Element Density, kg/m3 1:
Slide 13: Aerospace: Al-Sc Alloy Key Benefits
Aerospace І Al-Sc Alloy Key Benefits Physical Functional Commercial Benefits Characteristics Benefits • Make fit-for-purpose components with less metal Strength Lower net capital cost Fine Grain • Reduce susceptibility to Hardness damage/improve crack (buy-to-fly ratio) resistance • Reduce total met
Slide 14: Al-Sc Alloys: Weight saving by specialised forming
Al-Sc Alloys І Weight saving by specialised forming Al-Sc alloys combined with additive manufacturing can provide weight reduction through optimised design: Weight per belt buckle Traditional Design: Over the life of the aircraft, this 150 equates to 3.3 million litres of fuel or Optimised Design: 5
Slide 15: Aerospace: Forecast Aircraft Production
Aerospace І Forecast Aircraft Production Airbus & Boeing Fleet In Service, 2015-2034: Current backlog of aircraft orders is 69,460 90,000 New >12,000 planes, requiring an 82,060 Aircraft estimated 0.45 million tonnes of 80,000 aluminium. 70,000 60,000 41,460 Growth Forecast 57,343 Plane This represe
Slide 16: Aerospace: Al-Sc Alloy Uptake Potential
Aerospace І Al-Sc Alloy Uptake Potential With the current back log of orders Potential Annual Sc2O3 Requirement for Boeing and Airbus have today and an Airbus/Boeing 2015-2034 (internal uptake of 5-20% of a 0.2% Al-Sc alloy estimate) 300 would equate to an immediate potential Sc2O3 Required for Aero
Slide 17: Automotive: Al-Sc Alloy Uptake Potential
Automotive І Al-Sc Alloy Uptake Potential Only a 1% uptake of a 0.2% Al-Sc alloy Potential Annual Sc2O3 Requirement for would require 167tpa of Sc2O3 for just Light Vehicles (internal estimate) the North American and European 900 markets. North America Europe 800 Taking into account a 10% CAGR in 70
Slide 18: Al-Sc Alloys: Other Emerging Applications
Al-Sc Alloys І Other Emerging Applications • Emerging industries which can grow the scandium market… – Rail and marine – High powered magnets used in maglev trains; corrosion resistant boat hulls – High value packaging – aluminium cans, foils, etc – Construction – High voltage transmission wire – hi
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