2011 Critical Materials    Investment Symposium  Vancouver, Canada      June 4, 2011Presented by John Kaiser Critical Mate...
ChineseRare Earth Policy in  Action
CARE: 87,000 t !!
Export Quota Reduction encourages end users toshift advanced component production to China andrisk transfer of intellectua...
How do we get to a mine?Stage    Exploration Cycle                      Objective                 Time              Stage ...
Thank Youwww.KaiserResearch.com
Critical Metals - REE Review Supply & Usage Trends
Critical Metals - REE Review Supply & Usage Trends
Critical Metals - REE Review Supply & Usage Trends
Critical Metals - REE Review Supply & Usage Trends
Critical Metals - REE Review Supply & Usage Trends
Critical Metals - REE Review Supply & Usage Trends
Critical Metals - REE Review Supply & Usage Trends
Critical Metals - REE Review Supply & Usage Trends
Critical Metals - REE Review Supply & Usage Trends
Critical Metals - REE Review Supply & Usage Trends
Critical Metals - REE Review Supply & Usage Trends
Critical Metals - REE Review Supply & Usage Trends
Critical Metals - REE Review Supply & Usage Trends
Critical Metals - REE Review Supply & Usage Trends
Critical Metals - REE Review Supply & Usage Trends
Critical Metals - REE Review Supply & Usage Trends
Critical Metals - REE Review Supply & Usage Trends
Critical Metals - REE Review Supply & Usage Trends
Critical Metals - REE Review Supply & Usage Trends
Critical Metals - REE Review Supply & Usage Trends
Critical Metals - REE Review Supply & Usage Trends
Critical Metals - REE Review Supply & Usage Trends
Critical Metals - REE Review Supply & Usage Trends
Critical Metals - REE Review Supply & Usage Trends
Critical Metals - REE Review Supply & Usage Trends
Critical Metals - REE Review Supply & Usage Trends
Critical Metals - REE Review Supply & Usage Trends
Critical Metals - REE Review Supply & Usage Trends
Critical Metals - REE Review Supply & Usage Trends
Critical Metals - REE Review Supply & Usage Trends
Critical Metals - REE Review Supply & Usage Trends
Critical Metals - REE Review Supply & Usage Trends
Critical Metals - REE Review Supply & Usage Trends
Critical Metals - REE Review Supply & Usage Trends
Critical Metals - REE Review Supply & Usage Trends
Critical Metals - REE Review Supply & Usage Trends
Critical Metals - REE Review Supply & Usage Trends
Critical Metals - REE Review Supply & Usage Trends
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Critical Metals - REE Review Supply & Usage Trends

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John Kaiser's presentation on REE Supply and Usage Trends for 2011 presented at the Critical Materials Investment Symposium in Vancouver June 4, 2011 http://www.kaiserreport.com

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Critical Metals - REE Review Supply & Usage Trends

  1. 1. 2011 Critical Materials Investment Symposium Vancouver, Canada June 4, 2011Presented by John Kaiser Critical Materials - Rare Earths www.KaiserResearch.com
  2. 2. ChineseRare Earth Policy in Action
  3. 3. CARE: 87,000 t !!
  4. 4. Export Quota Reduction encourages end users toshift advanced component production to China andrisk transfer of intellectual property.
  5. 5. How do we get to a mine?Stage Exploration Cycle Objective Time Stage Required 1 Grassroots Conceptual, land acquisition 1 year 2 Target Generation & Filtering for drill targets 1-2 years Drilling 3 Discovery Defining the limits of a discovery - 1-2 years Delineation tonnage & grade 4 Infill Drilling Producing a mineral resource estimate & 1-2 years scoping study 5 Bulk Sample & Evaluating recoveries and optimal 1 year Metallurgy processing method 6 Prefeasibility Produce a mineable reserve, establish a 1-2 years mining plan and associated costs 7 Permitting, Securing approval, negotiating offtake, 1-3 years Marketing & making a production decision Feasibility 8 Construction Building the mine 1-3 years 9 Production Mining cash flow 10-20 years
  6. 6. Thank Youwww.KaiserResearch.com

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