Australian Rare Earths Limited · ASX:AR3
Australian Rare Earths — 2023 Diggers and Dealers Mining Forum
11 slides from Australian Rare Earths's conference presentation, Aug 8, 2023
Slide 1: Australian Rare Earths: Bringing Diversity to Global Rare Earths Supply
2023 Diggers and Dealers Mining Forum For personal use only Australian Rare Earths: Bringing Diversity to Global Rare Earths Supply Prof Dudley Kingsnorth Non-Executive Chairman
Slide 2: Disclaimer & Important Information
2023 Diggers and Dealers Mining Forum DISCLAIMER & IMPORTANT INFORMATION For personal use only Australian Rare Earths Limited (‘AREL’ of the ‘Company’) does not purport to give financial or investment advice. No account has been taken of the objectives, financial situation or needs of any recipient
Slide 3: Rare Earth Supply Chain Mine to Showroom for an Electric Vehicle
2023 Diggers and Dealers Mining Forum RARE EARTH SUPPLY CHAIN MINE TO SHOWROOM FOR AN ELECTRIC VEHICLE For personal use only Every OEM Supply Chain begins in a Mine • For too long many OEM’s have conveniently talked about supply chains beginning with a metal • Every supply chain begins at a mine the
Slide 4: Successful Trial Mining & Rehabilitation Demonstrated
2023 Diggers and Dealers Mining Forum SUCCESSFUL TRIAL MINING & REHABILITATION DEMONSTRATED For personal use only Commitment to continuous land rehabilitation • Innovative trial mining program successfully undertaken in April-June 2022 • Confirmed opportunity for continuous land rehabilitation • No
Slide 5: Separated Rare Earths Demand and Supply
2023 Diggers and Dealers Mining Forum SEPARATED RARE EARTHS DEMAND AND SUPPLY For personal use only Rare Earths Demand • 2022 Total Demand: 260-280 ktpa REO, growing at 6-8% p.a. • 2022 Magnet Rare Earths Demand: 60-80 ktpa REO, growing at 8-10% p.a. • 2027 Total Demand: 340-370 ktpa REO • 2027 Magn
Slide 6: China's Year Journey to Rare Earths Market Dominance
2023 Diggers and Dealers Mining Forum CHINA’S 50 YEAR JOURNEY TO RARE EARTHS MARKET DOMINANCE For personal use only Goal: to maximise the benefits of China’s rich endowment of rare earths to the Chinese people through long-term downstream job creation • 1970s: Rare earth mineral concentrates • 1980s
Slide 7: 2021 to 2023 Chinese Rare Earth Production Quotas
2023 Diggers and Dealers Mining Forum 2021 to 2023 CHINESE RARE EARTH PRODUCTION QUOTAS* For personal use only NOTES: *The Quota is the volume of rare earth carbonate (RECO3), allowing for recoveries during primary processing the actual volumes mined are ~25% greater. ** 40-60% of the ionic clays pr
Slide 8: Impact of China's Vertical Supply Chain
2023 Diggers and Dealers Mining Forum IMPACT OF CHINA’S VERTICAL SUPPLY CHAIN For personal use only China is becoming more and 100% ~ US $40 Billion more dependent upon TODAY ~ US $400 Billion Myanmar for heavy rare earth ~ US $4 Trillion (HREE) concentrates % Chinese market share China’s goal is no
Slide 9: Koppamurra Province Potential
2023 Diggers and Dealers Mining Forum KOPPAMURRA PROVINCE POTENTIAL Large, consistent, shallow deposit with exceptional growth potential For personal use only Exploration Target: 330Mt to 1,400Mt1 Mineral Resource: 101Mt at 818ppm TREO1 New EL application’s • Additional 2,700km2 tenure under app
Slide 10: Koppamurra – Multi-Generational Supply Potential
2023 Diggers and Dealers Mining Forum KOPPAMURRA – MULTI-GENERATIONAL SUPPLY POTENTIAL For personal use only THE OPPORTUNITY • Global efforts to decarbonise are driving increasing demand for Rare Earth Elements (EVs, wind turbines) • Western World is seeking sustainable independent supply chains • D
Slide 11: The AR3 Team is at Booth FC13
For personal use only The AR3 Team is at Booth FC13 to answer your questions
Australian Rare Earths — 2023 Diggers and Dealers Mining Forum on 6ix