Investment opportunities for non-ferrous and rare...
Transcript of Investment opportunities for non-ferrous and rare...
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
• 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
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
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
• 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
• 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
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
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
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
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
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
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
Japan-Australia Minerals Investment Seminar, 2013
Australia’s Rock Phosphate Resources
GEORGINA BASIN
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
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
Japan-Australia Minerals Investment Seminar, 2013
Australia’s Uranium Resources
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
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
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
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
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
Map of shale oil/gas basins, Geoscience Australia
シェールガス
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
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
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、