Beruflich Dokumente
Kultur Dokumente
Dudley J Kingsnorth
Industrial Minerals Company of
Australia
February 2008
IMCOA
DISCLAIMER
The statements in this overview represent
the considered views of the Industrial
Minerals Company of Australia Pty Ltd. While
the Company has made every effort to
ensure the veracity of the information
presented it cannot expressly guarantee the
accuracy and reliability of the forecasts and
conclusions contained therein. Accordingly,
the statements in the slides should be used
for general guidance only.
IMCOA
Summary of Presentation
IMCOA
IMCOA
China
Japan and
SE Asia
USA
Europe
Others
Total
Catalysts
6,500
3,500
6,000
5,000
500
21,500
Glass
7,250
3,500
1,000
1,000
250
13,000
Polishing
7,000
4,500
1,000
1,000
500
14,000
Metal Alloys
10,750
4,000
1,500
1,000
250
17,500
Magnets
15,500
5,000
750
500
250
22,000
Phosphors
4,500
2,750
500
500
250
8,500
Ceramics
2,000
2,000
1,000
500
negligible
5,500
Other
6,500
1,000
250
250
negligible
8,000
Total
60,000
26,250
12,000
9,750
2,000
110,000
IMCOA
Other Catalysts
3%
6% Glass
3%
Polishing
3%
Metal Alloys
11%
Phosphors
33%
Magnets
37%
Phosphors
8%
Ceramics
5%
Other
7%
Catalysts
20%
Glass
12%
Magnets
20%
Polishing
12%
Metal Alloys
16%
IMCOA
Growth Rate
2012f
% pa
Catalysts
21,500
30-34,000
6-8%
Glass
13,000
14,000
Negligible
Polishing
14,000
20-22,000
6-8%
Metal Alloys
17,500
44-48,000
15-20%
Magnets
22,000
45-50,000
10-16%
8,500
13-14,000
7-10%
Ceramics
5,500
8-10,000
7-9%
Other
8,000
12-14,000
7-9%
110,000
185-195,000
9-11%pa
Total/Range
IMCOA
Ceramics
3%
Phosphors
24%
Other
2%
Catalysts
3%
Glass
1%
Magnets
51%
Metal Alloys
12%
Polishing
4%
Ceramics
5%
Other
7%
Catalysts
18%
Glass
7%
Polishing
11%
Magnets
22%
Metal Alloys
23%
IMCOA
10
200,000
200,000
175,000
175,000
150,000
150,000
125,000
125,000
100,000
100,000
75,000
75,000
50,000
50,000
25,000
25,000
China Supply
ROW Supply
Global Demand
IMCOA
20
12
f
20
11
f
20
10
f
20
09
f
20
08
f
20
07
f
20
06
20
05
20
04
20
03
20
02
0
20
01
0
20
00
China Demand
11
12
13
Demand (%)
2006
Demand (%)
2012 (f)
Lanthanum
22-24
24-26
26-28
Cerium
44-48
37
29-31
Praseodymium
4-6
4-6
Neodymium
16-18
18-20
21-25
Samarium
1-2
Europium
1-2
1-2
1-2
1-2
10-12
Gadolinium
Terbium
Dysprosium
Yttrium
IMCOA
14
15
New Producer #1
Project: Mountain Pass
Company: Chevron Mining (Molycorp)
Resource(1): 50Mt @ 8-9% REO (4.3Mt cont. REO)
Capacity: 2008 - 2-3,000t REO 2010 - 4-8,000t REO
Products: Separated rare earth oxides
Capital Costs: Not available
Note: (1). The resource figure is an indicative summary and does not necessarily comply
with local stock exchange guidelines. For details refer www.molycorp.com
IMCOA
16
New Producer #2
Project: Mt Weld
IMCOA
17
IMCOA
18
IMCOA
19
IMCOA
20
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21
2012
tpa REO
tpa REO
Russia
3-5,000
4-8,000
India
2-4,000
2-6,000
Mountain Pass/USA
Nil
5-10,000
Mt Weld/Australia &
Malaysia
Nil
20,000
Dubbo/Australia
Nil
1-2,000
Nolans/Australia
Nil
10,000
Hoidas Lake/Canada
Nil
3,000
4-8,000
45-60,000
Project/Country
Total
IMCOA
22
The Issues
23
IMCOA
Dudley J Kingsnorth
Industrial Minerals Company of
Australia
February 2008
IMCOA