Lynas Rare Earths Limited · ASX:LYC
Lynas Rare Earths — Investor Presentation (May 2020)
13 slides from Lynas Rare Earths's investor presentation, May 26, 2020
Slide 1: Lynas Update
Lynas Update Amanda Lacaze 26-28 May 2020 1
Slide 2: Disclaimer
Disclaimer This Presentation has been prepared by Lynas Corporation Limited (ABN 27 009 066 648) (Lynas or financial position and performance are also forward-looking statements. Forward-looking statements, the Company) This Presentation contains summary information about Lynas and its subsidiaries
Slide 3: Investing to Diversify our industrial footprint
Investing to Diversify our industrial footprint Gebeng, Malaysia World’s largest Rare Earths plant, separating and refining rare Earth Concentrate New opportunities for downstream processing being studied Texas, United States MOU with a skilled US partner, Blue Line Western Australia Corporation Tie
Slide 4: Making significant progress on Lynas 2025 initiatives
Making significant progress on Lynas 2025 initiatives Mt Weld, WA: Production ramp Malaysia: Investing in increased United States: Filling a market Kalgoorlie, WA: Building a new gap with new separation and up to meet forecast demand downstream processing, Cracking & Leaching plant in WA product fin
Slide 5: Campaign 3 Pit looking North East
Campaign 3 Pit looking North East 55
Slide 6: Lynas Kuantan RE Processing Facility - Cracking & Leaching Plant
Lynas Kuantan RE Processing Facility - Cracking & Leaching Plant 66
Slide 7: COVID-19 Protocols implemented at both sites
COVID-19 Protocols implemented at both sites Disinfecting surfaces Social distancing in control room & other site facilities Arrival at front gate < 50% staffing Pre-start meeting Temperature testing 7
Slide 8: Rare earths in vehicles: Nd, Pr, Dy, Tb, Ce, La
60 59 66 65 Nd NEODYMIUM Pr PRASEODYMIUM Dy DYSPROSIUM Tb TERBIUM Electric drives and generators Electric motors throughout vehicle Rare Earths make vehicles lighter and more efficient Rare Earths make vehicle emissions cleaner 58 57 Catalytic Convertor Ce La CERIUM LANTHANUM Reducing NOx, CO Hybrid
Slide 9: Continued global demand for Rare Earths
Continued global demand for Rare Earths • Global market: • Lynas: Short term demand likely to be subdued due to Well established as alternative to China supply COVID-19 Successful development of higher value added Long term growth expectations remain strong products • NdPr growth over the next 10 ye
Slide 10: Heavy Rare Earths (HREs) are an attractive proposition
Heavy Rare Earths (HREs) are an attractive proposition The market needs Who else but Lynas? HREs +2000 tons Dy (100% of Inhouse IP & proven track current annual supply) We have the expertise record in RE separation For each additional 30m eCars +21000 tons NdPr (60% of current annual supply) The hig
Slide 11: Planning continues for our Heavy Rare Earth separation facility
Planning continues for our Heavy Rare Earth separation facility Mt Weld, WA: Market: Strong appetite for Process Design: Detailed engineering: Well separated HREs outside Maximising our Heavy Finalized advanced China Rare Earths FY20 Progress • Process design led by • Strong demand for Dy/Tb • Blend
Slide 12: Sustainable Success. What does it take?
Sustainable Success. What does it take? Geology & Mining Concentrator Cracking & Leaching Separation Vertical Integration Product Finishing Product Development Sales & Marketing Development of Intellectual • Proven, proprietary inhouse expertise takes time Property • Deep Technical suppo
Slide 13: Visit our Investor Centre at: www.lynascorp.com
Visit our Investor Centre at: www.lynascorp.com 13