Arafura Rare Earths Limited · ASX:ARU
Arafura Rare Earths — Arafura Resources — Mining the Territory Conference 2021
15 slides from Arafura Rare Earths's conference presentation, Oct 27, 2021
Slide 1: ASX Announcement: Mining the Territory Presentation
ASX ANNOUNCEMENT MINING THE TERRITORY PRESENTATION 27 October 2021 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 today hel
Slide 2: Nolans Project Update - Mining the Territory
27/10/2021 Nolans Project For personal use only Update Mining the Territory 28 October 2021 (ASX:ARU) 1
Slide 3: Disclaimer
27/10/2021 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: Digitalisation and decarbonisation: Nolans shovel-ready rare earth project
A 27/10/2021 Two great revolutions are underway: digitalisation World in CO2 and decarbonisation For personal use only Transition NT is poised to benefit: resources, energy, expertise, proximity to markets, environmental standards Both rely on a secure and long-term supply of critical minerals inclu
Slide 5: NT leading Australia's Critical Minerals Revolution
27/10/2021 NT leading Australia’s Critical Minerals Revolution For personal use only ➔ Australian Government leveraging critical mineral Critical minerals are strategic for governments and will enable reserves to provide Australia with a place in the energy transition value chain for processing and
Slide 6: Critical Minerals: Rare Earths
27/10/2021 Critical Minerals: The Nolans Project contains all the Rare Earths but is particularly Rare Earths For personal use only enriched in the ‘Magnet Feed’ Rare Earths NdPr 60 Rare Earths are essential to building a 59 clean energy future. Nd Pr NEODYMIUM PRASEODYMIUM The fastest growing marke
Slide 7: Rare Earths: A Vital Cog in the Electric Vehicle Revolution
27/10/2021 Rare Earths Rare Earth demand growth from new EV A Vital Cog in the Electric Vehicle For personal use only sales by scenario Revolution 2040 compared to 2020 16 Stated Policies Scenario EV market growth is exponential: 10 14 15 x Sustainable Development Scenario to 40 times in the next 20
Slide 8: A Lesson in the Auto Semiconductor Shortage
27/10/2021 A Lesson in the Auto ➔ The shortage has caused billions of dollars in lost revenue for the Auto industry Semiconductor ➔ It highlights how a tiny cog in the supply chain can For personal use only Shortage disrupt the global market The Looming NdPr NdFeB Magnet Components in an EV Shortage
Slide 9: Increasing Demand, Supply Shortage
Increasing DEMAND 27/10/2021 Supply Shortage • Automotive sector is forecast to consume nearly 50% For personal use only of NdFeB supply • 2030 demand forecast assumes ~34 million EVs • 24 million EVs at risk in 2025 if new supply isn’t secured SUPPLY Shortage Forecasted supply gap in 2030 represent
Slide 10: The Territory's Rare Opportunity
27/10/2021 The Shovel-ready world class NdPr project Territory’s Rare For personal use only Opportunity Production is aligned with forecast supply shortage All environmental approvals secured Traceable and ethically produced to meet global sustainability requirements Nolans is positioned to supply ~
Slide 11: An Australian First
27/10/2021 An Australian First For personal use only Nolans is the only NdPr focused project in Australia that plans to mine and process ore to oxide at a single site. Traceable product and waste management certainty ESG which is aligned with customers’ ESG expectations. More employment & local busi
Slide 12: Benefits for Territorians
27/10/2021 Nolans 30-month ➔ $1 billion initial capital spend Benefits for construction ➔ Peak workforce of 620* For personal use only period Territorians Minimum ➔ $225 million annual spend 38-year ➔ 280* direct permanent jobs operational across the Territory life Territory Benefit Plan approved 1.
Slide 13: Progress Towards Construction
27/10/2021 Shovel Commercial Ready For personal use only Aust. Govt. provide conditional letters of support for $300M in debt $45.5M Successful capital raising completed to begin FEED Offtake engagement (advanced discussions underway) Project funding (commenced senior debt process & strategic equity
Slide 14: Nolans Key Development Milestones
27/10/2021 Nolans Key Development Milestones* For personal use only *Milestone targets are indicative and subject to change and are contingent upon funding, offtake activities and general market conditions 1. FID and First Production are both subject to outcomes with offtake and financing. 2. Condit
Slide 15: Contact Information
27/10/2021 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) 14
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