Investment opportunities for non-ferrous and rare...

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Japan-Australia Minerals Investment Seminar, 2013 Japan-Australia Minerals Investment Seminar 2013 Ian Scrimgeour Executive Director Northern Territory Geological Survey Tokyo 29 th October 2013 Investment opportunities for non-ferrous and rare metals in the Northern Territory

Transcript of Investment opportunities for non-ferrous and rare...

Page 1: Investment opportunities for non-ferrous and rare …mric.jogmec.go.jp/public/kouenkai/2013-10/briefing...Close to railway and gas pipeline Potential production of V 20 5, Fe 2O 3

Japan-Australia Minerals Investment Seminar, 2013

Japan-Australia Minerals Investment Seminar 2013

Ian Scrimgeour Executive Director

Northern Territory Geological Survey

Tokyo 29th October 2013

Investment opportunities for non-ferrous and rare metals

in the Northern Territory

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• オーストラリアで経済が最も急成長している

地域

• 急成長している資源部門

• 港まで続いているノース・サウス鉄道

• 可能性を秘めた広大な未開発地域-新た

に鉱物が発見されている

• 開発を支持する政府

• 規制・政治環境の安定確実性

オーストラリアの北部準州

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北部準州と日本のつながり • 340億豪ドルのLNGプロジェクト(国際石油

開発帝石株式会社) • ダーウィンまで883kmのパイプライン • 産出ガスの70%を日本に輸出

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2011年1月以降に北部準州で確認された鉱物資源の増加 Copper - >450,000t Cu Gold – >6 Moz Au Iron Ore – 528 Mt of ore @ 40-45% Fe Including 72 Mt @ 57-60% Fe Phosphate – 730 Mt of ore (at 10% cut-off) Uranium – 34 Mlb U3O8 Rare earths – 490,000t REO

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• 北部準州における新たな鉱業ブーム

• 現在16件の鉱業プロジェクトが承認または

建設中

• 多くは長期にわたるプロジェクト(鉱山寿命

20年以上)

• 開発プロジェクトの主な鉱物としてリン酸塩

、鉄鉱石、バナジウム、レアアース、金、銅

、ウランなどがある

北部準州の資源産業

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• 北部準州では日本企業が探査・鉱業への

投資機会を特定できるよう専用の戦略を持

って支援いたします

• 北部準州では現在、様々な鉱物における

30件の資源プロジェクトが日本からの投資

を求めています

• 初期探査の段階からプロジェクトが開発に

至るまで広範囲の支援

日本からの投資家に対する支援

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Western Desert Resources: Roper Bar Total resource: 611 Mt @ 40.3% Fe Includes: 30.8Mt @ 59.0% Fe (Area F) and 16.6 Mt @ 54.2% Fe (Area E) • Targeting first DSO shipment in Q4 2013 • Export through Bing Bong port • Offtake agreement with Noble Resources Sherwin Iron: Roper River Total resource: 488 Mt @ 41.7% Fe Includes 41.1Mt @ 57.8% Fe Deposit C – 18.42 Mt @ 58.3% Fe Deposits W, X – 22.74 Mt @ 57.5% Fe • First DSO shipment from bulk sample this month

v

ローパー鉄鉱床―生産開始

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Japan-Australia Minerals Investment Seminar, 2013

Australian Rare Earth Element Resources

Mt Weld: • Light rare earths & high in

europium • 23.9 Mt @ 7.9% REO

Nolans: • In feasibility • 47 Mt @ 2.6% REO, 11%

P2O5, 0.02% U3O8

Cummins Range: 4.17 Mt @ 1.72% total REO, 11% P2O5, 187ppm U3O8, 41ppm Th

Yangibana: 3.5 Mt @ 1.7% REO

Dubbo (Toongi): • Updated feasibility

study late 2010 • Zirconium, Hafnium,

Niobium, Tantalum, Yttrium, Rare Earths

• 73.2 Mt @ 1.96% Zr02, 0.04%HfO2, 0.46% Nb2O5 , 0.03% Ta2O5 , 0.14% Y2O3, 0.75% REO, 0.014% U3O8

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Arafura’s separated REO products

Nolans Bore - Arafura Resources Ltd • Apatite vein-hosted deposit • 47 Mt @ 2.6% REO, 11% P2O5, 0.02% U3O8 • Pre-feasibility suggested robust economics (NPV ~A$4.3B) • Targeting reductions of $1B in capex • Relocating proposed processing to near mine site, adjacent to

railway

Investment sought: Equity in company, project joint venture and/or offtake agreement

NOLANS

レアアース元素

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Stromberg - TUC Resources Ltd • Sandstone-hosted HREE (xenotime) deposit, ~0.5% TREO • ~85% of contained TREO are heavy REE (mainly Y, Dy, Er) • Also contains average 59 ppm Sc • At surface, tabular bodies; soft xenotime-bearing clay • Additional new HREE discoveries over large area, potential for new

district of HREE deposits

Investment sought: Sale of equity in company or project – off-take available for correct investment.

STROMBERG

レアアース元素

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Charley Creek - Crossland Strategic Metals Ltd Monazite and xenotime sand in alluvial fans Indicated resource – 387 Mt @ 295ppm REO for 114,000t REO Inferred resource – 418 Mt @ 289 ppm REO for 121,000t REO

• Potential for substantial increase in resource • Can be upgraded through low cost mineral sand processing techniques • 17 % of resource are HREE • Pilot plant produced concentrate with 41% TREO • Close to Alice Springs town and railway

Investment sought: Project equity, sale, joint venture and/or offtake

CHARLEY CREEK

レアアース元素

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160 Mt @ 0.28% V2O5 , 5.3% TiO2, 23% Fe

バナジウム‐チタニウム‐鉄

Mount Peake V-Ti-Fe Company: TNG Ltd

Mafic-hosted vanadium magnetite Close to railway and gas pipeline Potential production of V205, Fe2O3 and TiO2 through patented hydrometallurgical technique July 2012 Pre-Feasibility Study and updates: 20-year mine life (2.5 Mtpa increasing to 5 Mtpa) with life-of-mine revenue of $13.6B • Lower cost two-stage development being

considered • Feasibility study underway Investment sought: Project financing via joint venture partner

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Japan-Australia Minerals Investment Seminar, 2013

Australia’s Rock Phosphate Resources

GEORGINA BASIN

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Minemakers Ltd - Wonarah 842 Mt @ 18% P2O5 incl. 66 Mt @ 28% P2O5 Investment sought: Project equity or offtake of SPA Rum Jungle Resources - Barrow Creek 1 • Near-surface high-grade phosphate • 80 km from railway 238 Mt @ 14.6% P2O5 Now combined with Arganara resource: 310 Mt @ 15% P2O5

リン酸塩

Australia’s largest undeveloped phosphate deposits

Investment sought: Project joint venture and/or offtake

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Karinga Creek potash Company: Rum Jungle Resources Ltd Territory’s first potash resource announced in 2012 Resource of 5.5 Mt K2SO4 in rechargeable brines, at average potassium grade of 4600 mg/l Equivalent to 13 Mt of schoenite Investment sought: JV through exploration earn-in and/or offtake

Chandler salt Company: Tellus Holdings Ltd Flat-lying extensive salt, >200m thick. Potential for production of a range of edible and industrial salts Voids can be used for storage of waste, archives etc Investment sought: Company equity, offtake and finance, or offtake only

カリウム塩

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Japan-Australia Minerals Investment Seminar, 2013

Australia’s Uranium Resources

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ウラン

Ngalia - Thundelarra Exploration Ltd New discoveries of widespread uranium-rich palaeochannels. Potential for large-scale uranium systems eg Afghan Swan: 7 m @ 0.14% U3O8

北部準州は長期にわたるウラン輸出地域で将来性が高い

Western Arnhem Land – world-class unconformity style uranium field High quality exploration opportunities with existing high-grade mineralisation Alligator Energy and Uranium Equities Ltd

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New copper-rich discoveries Goanna - 15m @ 4.19% Cu, 8.13 g/t Au - 26m @ 4.75% Cu Maiden resource: 2.92 Mt @ 1.8% Cu, 0.2 g/t Au Monitor - 15m @ 5.05% Cu - 12m @ 16.9 g/t Au, 2.00% Cu Combined resource (Gecko, Orlando, Goanna) 6.62 Mt @ 1.8% Cu, 0.7 g/t Au

Gecko mine corridor Cu-Au Emmerson Resources Ltd

テナント・クリークとローバー銅金鉱床

• Historic high-grade copper-gold field • Excellent infrastructure including railway

and gas pipeline

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オーストラリア中央部における銅

Kidman Resources – Home of Bullion Cu-Zn-Pb-Ag-Au • 5m @ 6.5% Cu, 53g/t Ag, 2.75% Zn, 0.63% Pb, 0.61 g/t Au • 26m @ 4.6% Cu, 5.5% Pb, 1.84% Zn, 142.9 g/t Ag (true

width 6-8m) • Close to infrastructure

KGL Resources Ltd – Jervois Cu-Ag-Au(-Pb-Zn) • 13.5 Mt @ 1.3% Cu, 25.8g/t Ag • Potential for signficant increase in resource

9m @ 4.9% Cu, 1.22 g/t Au, 66.2 g/t Ag 72m @ 3.27% Cu, 1.16g/t Au, 51.3g/t Ag

オーストラリア中央部における新たな大規模な銅鉱床区

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Johnnies Reward – Arunta Resources Ltd Gold-rich mineralisation • 24m @ 4.19% Au, 0.33% Cu • 34m @ 3.83% Au, 0.44% Cu • 22m @ 1.23% Au, 1.21% Cu

Mount Hardy – TNG Ltd First modern exploration of historic copper field • 10.7m @ 4.1%Cu • 1m @ 2.35% Cu, 3.08% Zn, 1.16% Pb

新たな銅と金のプロジェクトに参画できるチャンスが多数ある

Basil – Mithril Resources Ltd 26.5 Mt @ 0.57% Cu, 504 ppm Co Potential for very large resource

オーストラリア中央部における銅

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Hole 1: 26.4m @ 13.3% Zn+Pb, from 1060m including 8.0m @ 21.2% Zn+Pb Hole 2: 20.1m @ 15.0% Zn+Pb from 944m including 12.5m @ 19.5% Zn+Pb Hole 3: 16.3m @ 14.3% Zn+Pb from 905m Hole 4: 14.9m @ 10.4% Zn+Pb from 676m

亜鉛の新発見‐ティーナ地域

Teck Resources – Rox Resources JV • マッカーサーリバー亜鉛鉱床から10kmの場所に高品

位亜鉛の新発見 • 今後も主要な亜鉛新発見の可能性が示される • 北部準州での亜鉛探査は新たなブームを迎えている

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Map of shale oil/gas basins, Geoscience Australia

シェールガス

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McArthur Basin/Beetaloo Sub-basin Potentially world class shale gas basin Prospective resources ~200 TCF gas (industry estimates) Pangaea Resources, Santos, Armour Energy, Falcon Oil and Gas, Imperial Oil and Gas

Georgina Basin High shale oil and gas potential Statoil, Central Petroleum-Total

Amadeus Basin Producing conventional gas and oil New conventional oil discovery in 2011 High shale gas potential Santos, Central Petroleum

シェールガス

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オーストラリアの北部準州に投資する理由 • 規制の確実性を備え、開発を支援する政府 • 北部準州と日本との現在の強いつながり • 新たな鉱業プロジェクトとそれに伴うインフラのパイプライン • 地球科学データの提供において世界最高水準のサポートをする北部準州政

府 • 日本からの投資家が適切な投資機会を特定できるよう北部準州政府が責任を

持ってサポート

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Please contact us: Ian Scrimgeour Executive Director NT Geological Survey Ph: +61 8 8999 5377 [email protected] Fiona Park Director Investment Attraction Ph: +61 8 8999 1385 [email protected]

Japanese website: www.nt.gov.au/d/japan

詳細については、