GREEN MINING AND GLOBAL COMPETITIVENESS:

www.jimdewilde.net

www.twitter.com/jimdewilde

RYERSON GLOBAL MANAGEMENT

CANADIAN LEADERSHIP ROLES

COMPANIES MENTIONED

Companies mentioned in the following presentation are cited for CASE STUDY purposes only and are used as examples of business models. Links are to public presentations and source materials.

GEOPOLITICS - HEADING TO 2013 TURNING RESOURCE ALLOCATION INTO PRODUCTIVE

CAPITAL Sovereign Wealth Funds for Madagascar mining, Mali mining, Mongolia mining

THE END OF KLEPTOCRACY Transparency International and the Globalization of Ushahidi

THE RISE OF THE SECOND WORLD Qatar and Glencore/Xstrata http://www.guardian.co.uk/business/2012/sep/20/xstrata-board-meet-consider-glencore-deal-deadline-approaches?newsfeed=true

GREEN MINING (Innovation and CSR Sustainalytics )

RYERSON GLOBAL MANAGEMENT

Canadian strengths in GLOBAL MANAGEMENT Mining and resource management (BARRICK, KINROSS) Ecosystem for financing junior mining companies (

MINES ONLINE) Infrastructure (ENBRIDGE, CN, SNC-LAVALIN, ENCANA) Network of political risk assessment (CIDA, NGOs) Hydro construction globally leading expertise Pipeline construction globally leading expertise Railroad construction globally leading expertise Infrastructure management (smart roads, power grids,

railroads, ports) globally leading expertise.

LOOKING AT MAPS - MINING IN MONGOLIA

MALI, MADAGASCAR, MONGOLIA RARE EARTHS AND CANADIAN DEALS NEOMATERIALS AND RARE EARTHs A Toronto Story

http://www.molycorp.com/molycorp-announces-successful-close-of-neo-materials-acquisition/

KHAN RESOURCES Managing in a Global Economy

VANADIUM and MADAGASCAR MINING http://vanadiuminvestingnews.com/1282/energizer-resources-inc-developing-a-world-class-vanadium-deposit-in-madagascar/

The Future of Mali Mining http://www.greatquest.com/s/Presentation.asp

TORONTO AS A GLOBAL HUB OF INNOVATIVE MINING FINANCE

(i) exploration technologies commercialization of geology and economic geography;

(ii) environmental innovations for sustainable mining; (iii) compliance with best practices for green mining; (iv) an ecosystem of mining knowledge for corporate

governance of junior mining companies.

Stakeholders include TSX, law firms with mining deal revenue base, mining finance institutions.

GLOBAL MANAGEMENT SKILLS-SET Water management ONE DROP XPV Mining Finance GLENCORE RIO TINTO BHP BILLITON Global networks BOARDS OF MINING COMPANIES Head offices BARRICK, KINROSS, IAMGOLD

PIPELINES - LOOKING AT MAPS

EXERTISE IN WHAT USED TO BE CALLED “MEGAPROJECTS” Pipeline and mines are engineering expertise Building roads, railways Understanding the geopolitics of pipelines and

infrastructure for mines.

HO TO SUSTAIN CANADIAN COMPETTIVE ADVANTAGE Innovative technologies (pipelines and sewers are still

more important ) Green geology (GPS) SUSTAINALYTICS Environmental and financial engineering (a) including

aboriginals in investment structure; (b) Google Maps looks at environmental commitments

KNOWING HOW TO PUT DEALS TOGETHER What does a capital market do? Who is putting mining deals together? Ross Fitzpatrick CHANNEL RESOURCES

http://www.channelresources.ca/i/pdf/chu-presentation.pdf

INNOVATIVE WORK BEING DONE

http://www.chathamhouse.org/research/eedp/current-projects/managing-resources-futures Jaako Kooroshy

Wilfrid Visser BUSINESS OF MINING http://thebusinessofmining.com/

GREEN MINING COMPANIES

A CN of GREEN MINING (environmental monitoring and cleanup)

INDUSTRIAL ECOLOGY AND LAND RECONSTRUCTION MANAGEMENT OF “CSR” and ABORIGINAL INVESTMENT GPS AND GREEN PROSPECTING MINING AS INNOVATIVE

GREEN ENGINEERING http://www.intermap.com/ INFRASTRUCTURE or MEGAPROJECTS WATER MANAGEMENT and ENVIRONMENTAL CLEANUP

GEOPOLITICAL RISKS - A SUMMARY SECOND WORLD changes global negotiating dynamic

(rise of Qatar and SWFs in deciding GLENCORE XSTRATA) How did global leaders miss the breakup of Mali? What

can we learn from this? Khan Resources and Ownership issues (Globalized capital

markets are a new reality. Who protects longterm Mongolian interests?)

TURNING RESOURCE REVENUES INTO PRODUCTIVE INVESTMENT (the real “CSR” issue for the 2010s). Resource revenues either back Malian, Madagascan, Mongolian entrepreneurs and link them to efficient capital markets or could produce new kleptocracies.