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