Rare Earths 101 - Hastings Rare Metals Limited
Rare Earths 101 - Hastings Rare Metals Limited
Rare Earths 101 - Hastings Rare Metals Limited
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1<strong>Rare</strong> <strong>Earths</strong> <strong>101</strong>An introduction to the key issues and importantplayers in the rare earth resource sector.Steve MackowskiTechnical Director
1. ‘<strong>Rare</strong> Earth Elements’Wikipedia4
<strong>Rare</strong> <strong>Earths</strong> and <strong>Rare</strong> <strong>Metals</strong>5
6‘<strong>Rare</strong> Earth Elements’ Wikipedia
7‘<strong>Rare</strong> Earth Elements’ Wikipedia
8‘<strong>Rare</strong> Earth Elements’ Wikipedia
9‘<strong>Rare</strong> Earth Elements’ Wikipedia
1. ‘<strong>Rare</strong> Earth Elements’Wikipedia10
112. ‘The Secret Ingredients ofEverything’Tim FolgerNational Geographic MagazineJune 2011
12‘The Secret Ingredients…’ Tim Folger“From smart phones to hybrid vehicles to cordlesspower drills, devices we all desire are made with apinch of rare earths—exotic elements that right nowcome mostly from China.”
13‘The Secret Ingredients…’ Tim Folger
14‘The Secret Ingredients…’ Tim Folger
153. ‘<strong>Rare</strong> Earth Elements’Natural Environment Research CouncilBritish Geological Survey (2011)
‘<strong>Rare</strong> Earth Elements’ Natural Environment Research…REE-bearing minerals16
Global Distribution‘<strong>Rare</strong> Earth Elements’ Natural Environment Research…17
18‘<strong>Rare</strong> Earth Elements’ Natural Environment Research…
19‘<strong>Rare</strong> Earth Elements’ Natural Environment Research…
‘<strong>Rare</strong> Earth Elements’ Natural Environment Research…Extraction Methods and Processing20• Mining• Processing
22‘<strong>Rare</strong> Earth Elements’ Natural Environment Research…
23‘<strong>Rare</strong> Earth Elements’ Natural Environment Research…
24‘<strong>Rare</strong> Earth Elements’ Natural Environment Research…• Environment• Specifications and uses• New technologies• World resources and production• World trade• Prices• Recycling and substitution
254. ‘<strong>Rare</strong> Earth Applications and theEffects of Pricing on Demand’Gareth P. Hatch, PhD CEng FIMMM FIETFounding Principal, Technology <strong>Metals</strong> Research, LLCPresident and Director, Innovation <strong>Metals</strong> CorpPaper presented at the2nd Annual <strong>Rare</strong> <strong>Earths</strong>& Strategic <strong>Metals</strong>Conference, Sydney, 21February 2012.
‘<strong>Rare</strong> Earth Applications …’ Gareth P. Hatch26Lights versus Heavies
27‘<strong>Rare</strong> Earth Applications …’ Gareth P. Hatch
28‘<strong>Rare</strong> Earth Applications …’ Gareth P. Hatch
29‘<strong>Rare</strong> Earth Applications …’ Gareth P. Hatch
30‘<strong>Rare</strong> Earth Applications …’ Gareth P. Hatch
31‘<strong>Rare</strong> Earth Applications …’ Gareth P. Hatch
‘<strong>Rare</strong> Earth Applications …’ Gareth P. Hatch32Process Enablers--> Commodity uses
33‘<strong>Rare</strong> Earth Applications …’ Gareth P. Hatch
34‘<strong>Rare</strong> Earth Applications …’ Gareth P. Hatch
35‘<strong>Rare</strong> Earth Applications …’ Gareth P. Hatch
36‘<strong>Rare</strong> Earth Applications …’ Gareth P. Hatch
37‘<strong>Rare</strong> Earth Applications …’ Gareth P. Hatch
38‘<strong>Rare</strong> Earth Applications …’ Gareth P. Hatch
39‘<strong>Rare</strong> Earth Applications …’ Gareth P. Hatch
Building Blocks‘<strong>Rare</strong> Earth Applications …’ Gareth P. Hatch(Hi Tech and Clean Energy)40
41‘<strong>Rare</strong> Earth Applications …’ Gareth P. Hatch
42‘<strong>Rare</strong> Earth Applications …’ Gareth P. Hatch
43‘<strong>Rare</strong> Earth Applications …’ Gareth P. Hatch
44‘<strong>Rare</strong> Earth Applications …’ Gareth P. Hatch
45‘<strong>Rare</strong> Earth Applications …’ Gareth P. Hatch
46‘<strong>Rare</strong> Earth Applications …’ Gareth P. Hatch
47‘<strong>Rare</strong> Earth Applications …’ Gareth P. Hatch
‘<strong>Rare</strong> Earth Applications …’ Gareth P. Hatch48Strategic Others
49‘<strong>Rare</strong> Earth Applications …’ Gareth P. Hatch
50‘<strong>Rare</strong> Earth Applications …’ Gareth P. Hatch
51‘<strong>Rare</strong> Earth Applications …’ Gareth P. Hatch
575. ‘The Global <strong>Rare</strong> <strong>Earths</strong>Industry: A Delicate Balancing Act’Professor Dudley J. KingsnorthCentre for Research in Energy & MineralEconomics (Curtin University)Industrial Minerals Company of Australia Pty LtdPaper presented atthe 2nd Annual<strong>Rare</strong> <strong>Earths</strong> &Strategic <strong>Metals</strong>Conference,Sydney, 21February 2012.
58‘The Global <strong>Rare</strong> <strong>Earths</strong> …’ Prof. Dudley J. Kingsnorth
59‘The Global <strong>Rare</strong> <strong>Earths</strong> …’ Prof. Dudley J. Kingsnorth
60‘The Global <strong>Rare</strong> <strong>Earths</strong> …’ Prof. Dudley J. Kingsnorth
61‘The Global <strong>Rare</strong> <strong>Earths</strong> …’ Prof. Dudley J. Kingsnorth
62‘The Global <strong>Rare</strong> <strong>Earths</strong> …’ Prof. Dudley J. Kingsnorth
63‘The Global <strong>Rare</strong> <strong>Earths</strong> …’ Prof. Dudley J. Kingsnorth
64‘The Global <strong>Rare</strong> <strong>Earths</strong> …’ Prof. Dudley J. Kingsnorth
65‘The Global <strong>Rare</strong> <strong>Earths</strong> …’ Prof. Dudley J. Kingsnorth
66‘The Global <strong>Rare</strong> <strong>Earths</strong> …’ Prof. Dudley J. Kingsnorth
68‘The Global <strong>Rare</strong> <strong>Earths</strong> …’ Prof. Dudley J. Kingsnorth
69‘The Global <strong>Rare</strong> <strong>Earths</strong> …’ Prof. Dudley J. Kingsnorth
706. ‘<strong>Rare</strong> Earth Bull’Jack LiftonTechnology <strong>Metals</strong> Research, 8 March 2012
REO industry basket prices71
73‘The Global <strong>Rare</strong> <strong>Earths</strong> …’ Prof. Dudley J. Kingsnorth
Project Rating74
757. ‘Critical <strong>Rare</strong> <strong>Earths</strong>’Global supply & demand projections and the leading contenders fornew sources of supply.Gareth P. HatchPhD CEng FIMMM FIETFounding Principal,Technology <strong>Metals</strong> Research,LLCPresident and Director,Innovation <strong>Metals</strong> CorpAugust 2011
768. ‘The Listed Players in <strong>Rare</strong><strong>Earths</strong>’Andrew HarringtonResources Analyst, Coal & Specialty<strong>Metals</strong>Patersons - The AustralianStockbrokerPaper presented at the 2nd Annual<strong>Rare</strong> <strong>Earths</strong> & Strategic <strong>Metals</strong>Conference, Sydney, 21 February2012.
77‘The Listed Players…’ Andrew Harrington
78‘The Listed Players…’ Andrew Harrington
79‘The Listed Players…’ Andrew Harrington
80‘The Listed Players…’ Andrew Harrington
81‘The Listed Players…’ Andrew Harrington
82‘The Listed Players…’ Andrew Harrington
83‘The Listed Players…’ Andrew Harrington
84‘The Listed Players…’ Andrew Harrington
85‘The Listed Players…’ Andrew Harrington
869. ‘The <strong>Rare</strong> <strong>Earths</strong> Race -Identifying the Formula One Cars’Carolyn Dennis, P.Eng., CFALaurence Curtis, PhD, P.Geo.Amir AhmadDundee Capital MarketsDundee Securities Ltd, 5 March 2012
1. Reality check2.3.4.5.6.‘The <strong>Rare</strong> <strong>Earths</strong> Race’ C. Dennis, L. Curtis & A. Ahmad877.8.
1. Reality check2. Isolation3.4.5.6.‘The <strong>Rare</strong> <strong>Earths</strong> Race’ C. Dennis, L. Curtis & A. Ahmad887.8.
1. Reality check‘The <strong>Rare</strong> <strong>Earths</strong> Race’ C. Dennis, L. Curtis & A. Ahmad2. Isolation3. Critical elements4.5.6.897.8.
1. Reality check‘The <strong>Rare</strong> <strong>Earths</strong> Race’ C. Dennis, L. Curtis & A. Ahmad2. Isolation3. Critical elements4. Basic economics5.6.907.8.
1. Reality check‘The <strong>Rare</strong> <strong>Earths</strong> Race’ C. Dennis, L. Curtis & A. Ahmad2. Isolation3. Critical elements4. Basic economics5. Complex downstream metallurgy6.917.8.
1. Reality check‘The <strong>Rare</strong> <strong>Earths</strong> Race’ C. Dennis, L. Curtis & A. Ahmad2. Isolation3. Critical elements4. Basic economics5. Complex downstream metallurgy6. End user involvement927.8.
1. Reality check‘The <strong>Rare</strong> <strong>Earths</strong> Race’ C. Dennis, L. Curtis & A. Ahmad2. Isolation3. Critical elements4. Basic economics5. Complex downstream metallurgy6. End user involvement7. Future prices8.93
1. Reality check‘The <strong>Rare</strong> <strong>Earths</strong> Race’ C. Dennis, L. Curtis & A. Ahmad2. Isolation3. Critical elements4. Basic economics5. Complex downstream metallurgy6. End user involvement7. Future prices8. China94
95Summary…where is the REO going??
Management team!99