Arafura Rare Earths Limited · ASX:ARU
Arafura Rare Earths — Arafura Resources — Decarbonising the Resources Sector Summit 2022
12 slides from Arafura Rare Earths's conference presentation, Aug 15, 2022
Slide 1: ASX Announcement: Decarbonising the Resources Sector Summit Presentation
ASX ANNOUNCEMENT DECARBONISING THE RESOURCES SECTOR SUMMIT PRESENTATION 15 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 ESG Manager, Mr Michael Robinson, at the Decarbonising the Resour
Slide 2: Arafura's Journey Towards Decarbonisation
15/08/2022 Arafura’s Journey For personal use only Towards Decarbonisation 15 August 2022 Decarbonising the Resources Sector Summit (ASX:ARU) 1
Slide 3: Disclaimer
15/08/2022 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: The Nolans Project
15/08/2022 The Nolans Project Rare Earths contains all the Rare Earths but is particularly For personal use only Rare Earths are essential to building a enriched in the ‘Magnet clean energy future. The transformation of Feed’ Rare Earths NdPr the global economy relies on a secure and long-term suppl
Slide 5: Nolans: one of the largest NdPr resources in the world
15/08/2022 For personal use only An hour’s drive north of Alice Springs it is one of the largest NdPr resources in the world. Will produce 5% of global demand. FID expected 2H 2022 Nearing the end of front-end engineering and design. Construction January 2023 & Production in 2025 Long Life strategic
Slide 6: Key Facts
15/08/2022 Key Facts Nolans aims to supply Advanced manufacturing onsite ~5% of global demand for For personal use only – Ore to oxide at Single Site – NdPr 99.99% pure oxide First of its kind in Australia 28-month ➔ $1 billion initial capital spend construction ➔ Peak workforce of 6502 period1 Mini
Slide 7: On track for FID in H2 2022
15/08/2022 On track for FID in H2 2022 Globally Significant Rare Earth Mine and For personal use only NdPr pricing continued to hold currently US$110/kg1 Processing Project compared with $87/kg in feasibility economics. Significant progress made with offtake MoU’s signed. ➔ Hyundai Motor Corporation
Slide 8: Strategic Importance of Producing an Oxide
15/08/2022 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 NdPr metal Non-China NdPr oxide
Slide 9: Rare Earths – a Vital Cog in the Green Energy Revolution
15/08/2022 Rare Earths – a Vital Cog ➔ Globally the rare earth supply chain is highly in the Green Energy concentrated For personal use only ➔ Creating diverse rare earth supply chains is vital to Revolution avoiding economic shocks Rare earth magnets are critical to NdFeB Magnet Components in HEVs/
Slide 10: ESG Leadership
15/08/2022 “Arafura’s ESG commitment is to be a trusted global leader ESG Leadership and supplier of choice for responsibly mined and processed rare earth products, helping our customers deliver clean and efficient technologies. We are committed to For personal use only delivering positive intergene
Slide 11: Leading edge CO2 Reduction Strategy
15/08/2022 Emissions Stage 1 solar farm with potential to generate 1 Leading edge CO2 Reduction Strategy megawatt (MW) of power per hectare. For personal use only • Exploring multiple emission abatement models aligned with Science Based Targets initiative (SBTi) • World Class solar resource and pros
Slide 12: Decarbonising the Supply Chain
15/08/2022 Decarbonising the Supply Chain For personal use only Average % Emissions (mine to magnets)1 7% 76% 14% 3% 1. Mine 3. RE Separation 6. NdFeB Alloy/ 7. End User/ 5. Metalisation 2. Beneficiation 4. Extraction Magnet Maker Manufacturer RE Concentrate NdPr Metal NdPr Oxide Rare Earth Magnets
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