Lynas Rare Earths Limited · ASX:LYC
Lynas Rare Earths — Macquarie Australia Conference 2022
20 slides from Lynas Rare Earths's conference presentation, May 5, 2022
Slide 1: Lynas Rare Earths Limited – Macquarie Australia Conference
For personal use only Lynas Rare Earths Limited Macquarie Australia Conference 5 May 2022
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Lynas Rare Earths Limited (ABN 27 009 066 648) (Lynas looking statements including projections, guidance on future earnings and estimates are provided For personal use only or the Company) this presentation contains summary information about Lynas an
Slide 3: Ethical and responsible supply chain from mine to finished product
Lynas offers an ethical and responsible supply chain from mine to finished product For personal use only Ore is trucked 1.5km from the mine to the Mt Weld Concentration Plant: Mt Weld crushing, grinding, floatation, concentration plant filtration, concentrates Ore is mined from the Mt Weld pit Trans
Slide 4: Tier 1 high grade, long life Rare Earth deposit at Mt Weld
Our value begins with our Tier 1 high grade, long life Rare Earth deposit at Mt Weld, Western Australia For personal use only 4
Slide 5: Lynas Malaysia, the world's largest single rare earths processing plant
Rare earths concentrate from Mt Weld is processed at Lynas Malaysia, the world’s largest single rare earths processing plant For personal use only 5
Slide 6: FY22 Q3 Highlights
FY22 Q3 Highlights You will need to For personal use only Record Sales Record Revenue Receipts $262.0M $327.7M FY22 Q2: $151.0M FY22 Q2: $202.7M REO Production NdPr Production 4,945T 1,687T FY22 Q2: 4,209T FY22 Q2: 1,359T 6
Slide 7: Diversifying Rare Earths supply chains has become a priority
Diversifying Rare Earths supply chains has become a priority for governments and industry For personal use only Source: Rare Earth Magnets and Motors: A European Call for Action. A report by the Rare Earth Magnets and Motors Cluster of the European Raw Materials Alliance. Berlin 2021 7
Slide 8: Demand for rare earths continues to accelerate
Demand for rare earths continues to accelerate • Continued strong demand for rare earths is reflected in For personal use only market pricing • China MITI announced Rare Earths Mining and Separation Quota for 1st half of 2022 with an increase of 20% versus 2021 (31 January 2022) • Customer feedback
Slide 9: Lynas 2025 growth plan to meet accelerating market demand
Lynas 2025 growth plan to meet accelerating market demand For personal use only Malaysia United States Establish RE processing platform for Lynas Malaysia: Over 8 years of operation in LRE/HRE separation & specialty materials Gebeng, Malaysia Initial contracts for financial support signed Efficient
Slide 10: Kalgoorlie Rare Earths Processing Facility
Kalgoorlie Rare Earths Processing Facility For personal use only Project details: Highlights: $500m capital project (incl. • All project approvals have now been received and construction associated upgrades at Lynas Malaysia) activities have accelerated Operational by July 2023 • Kiln shell sections
Slide 11: Construction progressing on Kalgoorlie site
Construction progressing on Kalgoorlie site For personal use only Noise Process wall Site structure water tank clearing Primary leach 11
Slide 12: For personal use only
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Slide 14: For personal use only
‘fee ‘| ae Lynas Rare Earths personal use only \4
Slide 15: For personal use only
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Slide 16: Developing our resource for the future
Developing our resource for the future Managing our Mt Weld resource to meet forecast demand growth: For personal use only • Two new exploration drill holes established below the current Mt Weld pit floor • Significant and continuous intersections of Rare Earth minerals identified below the current
Slide 17: Meeting the challenges of climate change
Meeting the challenges of climate change For personal use only Greenhouse Gas (GHG) Commitment to Science Life Cycle Assessments Policy and GHG Based Targets initiative as part of the sustainable Management Plan for Mt (SBTi) management of the Weld operations product life cycle Targets will be discl
Slide 18: Our focus in 2022
Our focus in 2022 For personal use only Enhancing Accelerating Delivering Operational Growth Financial performance performance Innovation Resource ESG outcomes development Organisation capability Community benefits Industrial footprint 18
Slide 19: Visit us at LynasRareEarths.com
For personal use only Visit us at LynasRareEarths.com 19
Slide 20: Appendix A: JORC Compliance and Competent Person's Statement
Appendix A: JORC Compliance and Competent Person’s Statement For personal use only Exploration Results The information in this report that relates to the Exploration Results is based on information compiled by Dr Sadangaya Ganesh Bhat. Dr Sadangaya Ganesh Bhat is a full-time employee of Lynas Rare E
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