investor reasons to invest in australia criticalminerals minerals_mca_fina… · reasons to invest...

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Critical minerals are driving smaller, faster and more powerful technologies and Australia is an ideal place to source and develop these new world minerals. From rare earths to high performance metals, these minerals are critical because world advances in computing, manufacturing, energy and transport are impossible without them. They are also critical because production is geographically concentrated, when having more competition and choice is essential to global economic development. Australia has built its mining industry on a reputation for smart, sophisticated, sustainable exploration, mining and minerals processing – from bulk commodities like iron ore, coal and Australia is rich with minerals critical to global economic progress bauxite, to metals like gold, copper and nickel and, increasingly, critical minerals like lithium. The nation has pioneered new advances in extractive technologies, processing ores into metals and is ideally placed to lead the growth, diversity and new applications of critical minerals globally. And Australia does so with a commitment to sustainability, community engagement, rehabilitation and reducing greenhouse gas emissions. Critical minerals are already a multi-billion dollar industry in Australia, with many new projects at advanced stages of development that will soon be ready to support the world’s growing needs. INVESTOR SERIES Critical minerals Investment opportunities in Australia Antimony % 1 China 71 2 Russia 10 3 Tajikistan 10 Cobalt % 1 DR Congo 64 2 Cuba 4 3 Australia 3 Graphite % 1 China 68 2 Brazil 10 3 Canada 4 Lithium % 1 Australia 60 2 Chile 19 3 China 9 Niobium % 1 Brazil 88 2 Canada 10 3 Other 1 Rare earth elem. % 1 China 71 2 Australia 12 3 United States 9 Rhenium % 1 Chile 55 2 Poland 19 3 United States 17 Tungsten % 1 China 82 2 Vietnam 7 3 Russia 3 Vanadium % 1 China 55 2 Russia 25 3 South Africa 12 Concentrated market share of critical minerals Production share by country % August 2019 Reasons to invest in Australia Extensive geoscience data sets Australia has significant exploration potential. To support further investment, governments have undertaken extensive preliminary survey work across the country and provided public access to the data. Reputable, reliable supplier of global minerals and metals Australia is a proven source for mineral and energy commodities. It is already the world’s largest producer of iron ore, bauxite and lithium and will be a low-risk supplier of critical commodities to global supply chains. Established, high quality infrastructure across the country While many of Australia’s mineral deposits are in regional areas, substantial government and private sector investment in transport, electricity and water infrastructure supports the development of mining operations. Highly skilled mining workforce Continued investment in developing human capital through tertiary education and vocational training has delivered a highly skilled and productive mining workforce that is ready to deliver the mines of the future. Supportive and stable state and federal government policy Australia has consistently rated highly in the Fraser Institute’s world rankings of mineral provinces for its supportive resources policies, political stability and openness to international investment. Established, reliable mining services and supply chains Australian mining is already well supported by an established network of equipment, technology and services providers that supply the essential inputs for the planning, building, operating and closure of mines. World leader in sustainable mining and mine safety Safe and sustainably sourced minerals are an increasingly important consideration in many global supply chains. Australia’s minerals industry is proud to be at the forefront of global safety and sustainable development practice. An investment destination for downstream processing Australia is one of the few countries that can produce all of the critical commodities. Australia can also produce downstream refined products in a sustainable way, reducing shipping costs and enhancing supply chain security. Key contacts minerals.org.au Manufacturing Tungsten Antimony Vanadium Niobium Transport Rare earths Manganese Niobium Rhenium Technology Rare earths Lithium Gallium Graphite Energy Lithium Cobalt Graphite Vanadium Source: USGS Australia is resource-rich with critical minerals Antimony RESOURCES, kt 138 WORLD RANKING 4 Cobalt RESOURCES, kt 1222 WORLD RANKING 2 Graphite RESOURCES, kt 7140 WORLD RANKING 7 Lithium RESOURCES, kt 2803 WORLD RANKING 3 Manganese RESOURCES, kt 231,000 WORLD RANKING 4 Niobium RESOURCES, kt 216 WORLD RANKING 2 Rare earth elements RESOURCES, kt 3270 WORLD RANKING 6 Tungsten RESOURCES, kt 386 WORLD RANKING 2 Vanadium RESOURCES, kt 3965 WORLD RANKING 3 Source: Geoscience Australia, Australia’s Identified Mineral Resources 2018 kt = thousand tonnes Austrade www.austrade.gov.au Geoscience Australia www.ga.gov.au Minerals Council of Australia Email. [email protected] www.minerals.org.au Global investors have the opportunity to reduce supply chain risks through investment in Australia.

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Page 1: INVESTOR Reasons to invest in Australia Criticalminerals minerals_MCA_FINA… · Reasons to invest in Australia Extensive geoscience data sets Australia has significant exploration

Critical minerals are driving smaller, faster and more powerful technologies and Australia is an ideal place to source and develop these new world minerals.From rare earths to high performance metals, these minerals are critical because world advances in computing, manufacturing, energy and transport are impossible without them.They are also critical because production is geographically concentrated, when having more competition and choice is essential to global economic development. Australia has built its mining industry on a reputation for smart, sophisticated, sustainable exploration, mining and minerals processing – from bulk commodities like iron ore, coal and

Australia is rich with minerals critical to global economic progress

bauxite, to metals like gold, copper and nickel and, increasingly, critical minerals like lithium.The nation has pioneered new advances in extractive technologies, processing ores into metals and is ideally placed to lead the growth, diversity and new applications of critical minerals globally.And Australia does so with a commitment to sustainability, community engagement, rehabilitation and reducing greenhouse gas emissions.Critical minerals are already a multi-billion dollar industry in Australia, with many new projects at advanced stages of development that will soon be ready to support the world’s growing needs.

INVESTOR SERIES

Critical minerals Investment opportunities in Australia

Antimony %

1 China 71

2 Russia 10

3 Tajikistan 10

Cobalt %

1 DR Congo 64

2 Cuba 4

3 Australia 3

Graphite %

1 China 68

2 Brazil 10

3 Canada 4

Lithium %

1 Australia 60

2 Chile 19

3 China 9

Niobium %

1 Brazil 88

2 Canada 10

3 Other 1

Rare earth elem. %

1 China 71

2 Australia 12

3 United States 9

Rhenium %

1 Chile 55

2 Poland 19

3 United States 17

Tungsten %

1 China 82

2 Vietnam 7

3 Russia 3

Vanadium %

1 China 55

2 Russia 25

3 South Africa 12

Concentrated market share of critical minerals Production share by country %

August 2019

Reasons to invest in Australia

Extensive geoscience data setsAustralia has significant exploration potential. To support further investment, governments have undertaken extensive preliminary survey work across the country and provided public access to the data.

Reputable, reliable supplier of global minerals and metalsAustralia is a proven source for mineral and energy commodities. It is already the world’s largest producer of iron ore, bauxite and lithium and will be a low-risk supplier of critical commodities to global supply chains.

Established, high quality infrastructure across the countryWhile many of Australia’s mineral deposits are in regional areas, substantial government and private sector investment in transport, electricity and water infrastructure supports the development of mining operations.

Highly skilled mining workforceContinued investment in developing human capital through tertiary education and vocational training has delivered a highly skilled and productive mining workforce that is ready to deliver the mines of the future.

Supportive and stable state and federal government policyAustralia has consistently rated highly in the Fraser Institute’s world rankings of mineral provinces for its supportive resources policies, political stability and openness to international investment.

Established, reliable mining services and supply chainsAustralian mining is already well supported by an established network of equipment, technology and services providers that supply the essential inputs for the planning, building, operating and closure of mines.

World leader in sustainable mining and mine safetySafe and sustainably sourced minerals are an increasingly important consideration in many global supply chains. Australia’s minerals industry is proud to be at the forefront of global safety and sustainable development practice.

An investment destination for downstream processingAustralia is one of the few countries that can produce all of the critical commodities. Australia can also produce downstream refined products in a sustainable way, reducing shipping costs and enhancing supply chain security.

Key contacts

minerals.org.au

ManufacturingTungstenAntimonyVanadiumNiobium

TransportRare earthsManganeseNiobiumRhenium

TechnologyRare earthsLithiumGalliumGraphite

EnergyLithiumCobaltGraphiteVanadium

Source: USGS

Australia is resource-rich with critical minerals

AntimonyRESOURCES, kt 138WORLD RANKING 4

CobaltRESOURCES, kt 1222WORLD RANKING 2

GraphiteRESOURCES, kt 7140WORLD RANKING 7

LithiumRESOURCES, kt 2803WORLD RANKING 3

ManganeseRESOURCES, kt 231,000WORLD RANKING 4

NiobiumRESOURCES, kt 216WORLD RANKING 2

Rare earth elementsRESOURCES, kt 3270WORLD RANKING 6

TungstenRESOURCES, kt 386WORLD RANKING 2

VanadiumRESOURCES, kt 3965WORLD RANKING 3Source: Geoscience Australia, Australia’s Identified Mineral Resources 2018

kt = thousand tonnes

Austrade www.austrade.gov.au

Geoscience Australia www.ga.gov.au

Minerals Council of Australia Email. [email protected]

Global investors have the opportunity to reduce supply chain risks through investment in Australia.

Page 2: INVESTOR Reasons to invest in Australia Criticalminerals minerals_MCA_FINA… · Reasons to invest in Australia Extensive geoscience data sets Australia has significant exploration

INVESTOR SERIES

1

10

37

16 14

15

5

28

23

2

1138

17

6

29

19

24

3

12

39

7

30

34

20

25

4

13

40

8

31

21 26

9

32

3622

27

minerals.org.au

Critical minerals

Investment opportunities in Australia

VanadiumMount PeakeNT

TNG

In development

16 Aus. Vanadium Project WA

Australian Vanadium

In development

17

Batteries Jet engines Magnets

Heavy mineral sands (zirconium, hafnium, niobium)Jacinth-Ambrosia SA

Iluka Resources

Operating

24 Dubbo ProjectNSW

Alkane Resources

In development

25 Donald MineralSands VIC

Astron

In development

26 AvonbankVIC

WIM Resource

In development

27

Furnaces MRI scansNuclear reactor Gas pipelines Oil rigsAerospace

LithiumGreenbushesWA

Albemarle/Talison

Operating

28 PilgangooraWA

Pilbara Minerals

Operating

29 PilgangooraWA

Altura Mining

Operating

30

FinnissNT

Core Exploration

In development

35 Mt HollandWA

Kidman Resources

In development

36

WodginaWA

Albemarle/Mineral Resources

Operating

31

Bald HillWA

Alliance Mineral Assets

Operating

34

Mt CattlinWA

Galaxy Resources

Operating

32 Mt MarionWA

Mineral Resources

Operating

33

Smart phonesLaptops Mental health PacemakerElectric cars

ButcherbirdWA

Element 25

In development

40

ManganeseGEMCONT

South 32/Anglo American

Operating

37 Woodie WoodieWA

Pilbara Manganese

Operating

38 Bootu CreekNT

OM Holdings

Operating

39

SteelMagnets Railway tracks Electric carsGrid battery

CobaltSunriseNSW

Clean TeQ

In development

3Nickel WestWA

BHP

Operating

2Murrin MurrinWA

Glencore

Operating

1 SconiQLD

Australian Mines

In development

4

Grid batteries Wind turbinesElectric cars Jet engines Smart phones

Rare earth elements (neodymium, lanthanum, dysprosium, cerium)Mt WeldWA

Lynas Corporation

Operating

5 NolansNT

Arafura Resources

In development

6 YangibanaWA

Hastings Tech. Metals

In development

7 Browns RangeWA

Northern Minerals

In development

8 Charley CreekNT

Crossland Strategic Metals

In development

9

MRI machinesElectric carsCamera lenses Wind turbinesSmart phonesTV screensHard drives

TungstenWatershedQLD

Tungsten Mining

In development

10 MolyhilNT

Thor Mining

In development

11 DolphinTAS

King Island Scheelite

In development

12 Mt CarbineQLD

Speciality Metals International

In development

13

WeldingDrilling Rocket engines MicrowavesCutting tools

Fire retardant

AntimonyCosterfieldVIC

Mandalay Resources

Operating

15

Batteries Cable sheathingSemi-conductors

GraphiteMunglinupWA

Mineral Commodities

In development

19SiviourSA

Renascor Resources

In development

18

UleySA

Quantum Graphite

In development

21 KookaburraGully SA

Lincoln Minerals

In development

22McIntoshWA

Hexagon Resources

In development

20

Metal smeltingBatteries Carbon fibre MilitaryNuclear power

Note: Select projects and approximate locations shown. Please contact companies for more information.

RheniumMerlinQLD

Chinova Resources

In development

14

X-ray machines Spectrometry Jet engines

Adelaide

Perth

Darwin

Sydney

Brisbane

Melbourne

Canberra

35

33

FingerboardsVIC

Kalbar Resources

In development

23

18

Hobart