Arafura Rare Earths Limited · ASX:ARU
Arafura Rare Earths — Arafura Resources — Mining the Territory Conference 2022
18 slides from Arafura Rare Earths's conference presentation, Aug 24, 2022
Slide 1: Mining the Territory Presentation ASX Announcement
ASX ANNOUNCEMENT MINING THE TERRITORY PRESENTATION 24 August 2022 For personal use only Arafura Resources Limited (ASX:ARU) (“Arafura” or the “Company”) is pleased to attach a copy of its presentation delivered by Managing Director, Mr Gavin Lockyer, at the Mining the Territory Conference held today
Slide 2: Making the Territory a Green Metal Superpower
24/08/2022 Making the Territory a Green For personal use only Metal Superpower Mining the Territory Conference August 2022 – Darwin NT (ASX:ARU) 1
Slide 3: Disclaimer
24/08/2022 Disclaimer For personal use only This presentation has been prepared by Arafura Resources Limited (Arafura, Arafura Resources or the Company) and is of a summary form only and therefore contains general background information which may not be complete. It should be read in conjunction wit
Slide 4: What are Rare Earths
What are Rare earths 23/08/2022 For personal use only Link to video (ASX:ARU) 3
Slide 5: A World in Transition
24/08/2022 A CO2 Two great revolutions are underway: digitalisation World in and decarbonisation For personal use only Transition Australia is poised to benefit: resources, energy, expertise, proximity to markets, environmental standards Both rely on a secure and long-term supply of rare earths Real
Slide 6: Australia's Critical Minerals Strategy
Australia’s Critical Minerals Strategy 24/08/2022 Aligned with key trading partners For personal use only Advanced manufacturing in Australia Nolans granted Major Project Status: Formal recognition of the national strategic significance of the Project through its economic and employment contribution
Slide 7: Key Facts
Key Facts 24/08/2022 Nolans aims to supply Advanced manufacturing onsite ~5% of global demand for NdPr 99.99% pure oxide For personal use only – Ore to oxide at Single Site – First of its kind in Australia 28-month $1 billion initial capital spend construction Peak workforce of 6502 period1 Mini
Slide 8: Leveraging Off Existing Infrastructure to Develop the Region
24/08/2022 Leveraging Off Existing Infrastructure to Develop For personal use only the Region Stuart Highway 10 km east Water supply 25km southwest Alice Springs railyard, airport and other services 135km south Amadeus natural gas pipeline- adjacent to project site Tailings and process wastes at sit
Slide 9: NdPr Market
24/08/2022 NdPr Market For personal use only (ASX:ARU) 8
Slide 10: Strategic Importance of Producing an Oxide
24/08/2022 Strategic Importance of Producing an Oxide For personal use only A complete diversified supply chain for the world 1. Mine 3. RE Separation 6. NdFeB Alloy/ 7. End User/ 5. Metalisation 2. Beneficiation 4. Extraction Magnet Maker Manufacturer RE Concentrate Rare Earth NdPr Metal NdPr Oxide
Slide 11: NdPr for Magnets
24/08/2022 NdPr for Magnets Forecast supply gap emerging by 2030 represents in excess of 10 Nolans Projects Critical Component in For personal use only Clean Energy Sector Drivetrain automotive and wind energy to represent 55% of magnet demand in 2035 ETO = Energy Transition Outlook (Base Case) (ASX
Slide 12: National Benefits
24/08/2022 National For personal use only Benefits (ASX:ARU) 11
Slide 13: To date, Arafura has:
To date, Arafura has: 24/08/2022 For personal use only New aquifer allowed $3.5m water permanent water to be In excess of $50m of on Local sponsorship - exploration to ensure available to Alyuen ground exploration with Indigenous Young Indigenous Art & sustainability. community. royalties engagement
Slide 14: Job Creation: Construction & Operations, Local Content
24/08/2022 Job Creation 28-month $1 billion initial capital spend During construction Peak workforce of 620* For personal use only period Construction & Operations Minimum $200 million annual spend 38-year 280* direct permanent jobs operational across the Territory life Intergenerational c
Slide 15: ESG Leadership
24/08/2022 “Arafura’s ESG commitment is to be a trusted global leader ESG and supplier of choice for sustainably mined and processed rare earth products, helping our customers Leadership deliver clean and efficient technologies. We are committed to delivering positive intergenerational economic, For
Slide 16: On track for FID in H2 2022
24/08/2022 On track for FID in H2 2022 Globally Significant Rare Earth Mine and For personal use only Processing Project NdPr pricing continued to hold currently US$110/kg1 compared with $87/kg in feasibility economics. Significant progress made with offtake MoU’s signed. Hyundai Motor Corporation
Slide 17: ESG Video
23/08/2022 Insert ESG Video For personal use only Link to video (ASX:ARU) 16
Slide 18: Contact Information
24/08/2022 Contact Information For personal use only Level 6, 432 Murray St, Perth WA 6000 34/119 Reichardt Rd, Winnellie NT 0820 +61 8 6370 2800 arafura@arultd.com www.arultd.com (ASX:ARU) 17
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