29metals Limited · ASX:29M

29metals — Mining Leaders Forum 2022

16 slides from 29metals's conference presentation, Nov 14, 2022

  1. Slide 1: Mining Leaders Forum 2022: Doing Well by Doing Good

    Mining Leaders Forum 2022 Doing Well by Doing Good Peter Albert Managing Director & CEO 14 November 2022

  2. Slide 2: 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

  3. Slide 3: Tier 1 Mining Jurisdictions

    Tier 1 Mining Jurisdictions Mature regulatory and permitting regime 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 international exports 1

  4. Slide 4: Macro Environment

    Macro Environment Macroeconomic events have dominated since 2020 COVID-19 Conflict Environmental Labour availability COVID-19 Skills shortage Supply chain disruptions Macro factors Cost inflation Energy prices Energy transition Time scale 4

  5. Slide 5: Metals Critical to the Energy Transition

    Metals Critical to the Energy Transition 29Metals’ long life, green metals portfolio can supply all decarbonisation applications Solar Concentrated Wind Hydro Geothermal Energy storage Nuclear Coal Gas CCS photovoltaic solar power Copper Zinc Cobalt Silver Lead Nickel Chromium Molybdenum Manganese A

  6. Slide 6: Commodities Key to the Energy Transition: Copper

    Commodities Key to the Energy Transition Future technology and infrastructure requirements 29 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 – potential Demand to

  7. Slide 7: Copper Supply Deficit

    Copper Supply Deficit Expected 3.15Mt copper concentrate deficit in 2030 Copper Concentrate Supply Pipeline1 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 Committed Probable Poss

  8. Slide 8: Commodities Key to the Energy Transition: Zinc

    Commodities Key to the Energy Transition Future technology and infrastructure requirements 30 Zn Zinc Demand & Growth Drivers Galvanising green infrastructure Mineral Demand for Wind by Scenario1 Declining production from primary zinc mines globally 1500 Decarbonisation is galvanised steel intensi

  9. Slide 9: Commodities Key to the Energy Transition: Cobalt

    Commodities Key to the Energy Transition Future technology and infrastructure requirements 27 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 Essential part of the

  10. Slide 10: Snapshot

    Snapshot 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 explorer people and cu

  11. Slide 11: Capricorn Copper

    Capricorn Copper High-grade copper operation in a Tier 1 jurisdiction Commodities In Mineral Resources 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 Area Exploration Permit

  12. Slide 12: Golden Grove

    Golden Grove World-class VHMS geological system Commodities Produced 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 diversified production  Advanc

  13. Slide 13: 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 Safe and Responsible Partnering inclusive environmental with  29Metals’ first Sustainability & ESG report published with 2021 Annual Report workplace stewar

  14. Slide 14: Empowering Energy Transition Requires Unified Approach

    Empowering Energy Transition Requires Unified Approach Collaboration between government, business and the community Australian  Key pillar of the Australian economy Mining  Central to achieving the energy transition Industry  Necessary investment in Australia  Extract the necessary minerals to s

  15. Slide 15: Summary

    Summary Meeting the challenges of the energy transition 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 jurisdiction do energ

  16. Slide 16: Unlocking value to empower the future

    Unlocking value to empower the future 16

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