a look at global copper
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Objective Capital's Industrial Metals, Minerals & Mineable Energy Investment Summit 2011 Ironmongers' Hall, City of London 3 November 2011 Speaker: Ryan Bontes, Intierra Resource IntelligenceTRANSCRIPT
INDUSTRIAL METALS, MINERALS & MINEABLE ENERGYINVESTMENT SUMMIT
IRONMONGERS’ HALL, CITY OF LONDON ● THURSDAY, 3 NOV 2011
www.ObjectiveCapitalConferences.com
A look at Global CopperRyan Bontes – Intierra Resource Intelligence
A look at Global Copper
Glen Jones (Intierra)with input from
Paul Dewison and Peter Hollands (Bloomsbury Minerals)
Objective Capital Industrial Metals, Minerals and Mineable Energy Investment Summit
London: November 3 2011
This presentation will focus on:
Copper Project Pipeline
This presentation is part of a fuller detailed presentation in conjunction with Bloomsbury Minerals Economics, which can be forwarded by request to anyone
wishing to view it.
Please contact [email protected] for the full presentationTel: 020 7397 2896
BUSINESS INTELLIGENCE FOR THE MINERAL RESOURCE SECTOR
Intierra provides a Business Intelligence Service that delivers information in context to those focused on the mineral resource industry and associated markets.
Typical core users of Intierra's insight and analysis are the world's largest mining and exploration companies, fund managers, investment bankers and analysts as well as several hundred other exploration companies.
Intierra’s database contains over 40,000 projects, over 35,000 companies including 3500 listed companies
Intierra monitors all commodities and all projects from grass roots through production
Intierra Mapping is the global leader in hard copy map production; from global commodity maps to localized “Hot Play” maps
Top Ten Commodities By Global Projects18,000
16,000
14,000
12,000
10,000
8,000
6,000
4,000
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Grass Roots Stage Projects with Copper Component
Intierra Mapping © 2011
Intierra Mapping © 2011
Exploration Stage Projects with Copper Component
Intierra Mapping © 2011
Advanced Exploration Stage Projects with Copper Component
Intierra Mapping © 2011
Pre-Feasibility/Scoping Stage Projects with Copper Component
Intierra Mapping © 2011
Feasibility Stage Projects with Copper Component
Intierra Mapping © 2011
Construction Stage Projects with Copper Component
Operating Mines with Copper Component
Time Frame # of Projects
January – June 2010 257
January – June 2011 359
Increase of 40%Gold: 29%Uranium: -24%
Drilling for Copper in 2011
Intierra Mapping © 2011
Drilling for Copper in 2011
Status Projects %
Exploration 90 44
Adv. Exploration 62 29
Pre-Feas/Scoping 27 11
Feasibility Study 15 7
Operating 13 6
Construction 4 2
Grass Roots 2 1
Global Gold Projects Stage Projects
Grass Roots (no drilling) Early 5544 36%
Exploration (limited drilling) Early 4720 31%
Advanced Exploration Late 2517 17%
Pre-Feasibility/Scoping Late 555 4%
Feasibility Late 433 3%
Construction Late 185 1%
Operating Mines 1189 8%
Total 15,143 100%
Grass Roots (no drilling) Early 2437 36%
Exploration (limited drilling) Early 2275 33%
Advanced Exploration Late 1040 15%
Pre-Feasibility/Scoping Late 269 4%
Feasibility Late 198 3%
Construction Late 93 1%
Operating Mines 519 8%
Total 6,831 100%
Global Copper Projects Stage Projects
Early Late
Gold 67% 23%
Copper 69% 23%
Silver 61% 27%
Uranium 81% 16%
Lead-Zinc 67% 24%
Nickel 68% 23%
Diamonds 79% 13%
PGE’s 70% 22%
Commodity Pipeline Comparison
New Mining Projects 2011 – 2015The Future Production Pipeline
Year Annual Prod Total Reserves Grade
(kt) (Mt) (%)
2011 222 3.7 0.9 2012 1,716 39.9 0.58
2013 327 9.4 0.54
2014 1,953 24.6 0.3 2015 172 2.8 0.522016 668 22.5 0.49
Conclusion
• 2012 & 2014 will be significant years for Copper production
• Increase of 40% in the number of projects that announce copper drill assay results in comparing 1st half of 2010 & 2011
• Copper is similar to gold in the comparison of early to late stage projects
Disclaimer
While this presentation has been prepared with care, Intierra & BME do not make any warranty regarding the contents, and shall not be liable for any incidental or consequential damages arising out of its use.
Contacts UsMore detailed information on this presentation may be obtained from:
www.intierra.com