2. Graphite – mineral of a changing worldTraditionalindustriesHi-tech
Polymers
Graphene
Batteries
Fuel Cells
2 out of 12
Metallurgy
Lubricants
Friction
Foundry
Dalgraphite. 2015
3. Natural graphite market
World production - 1 mln tpa
Flake Amorphous Vein
55% 45% < 0.5%
— high growth;
— can be used in a wide
range of applications
(incl. high-tech).
— used mainly in
traditional industries;
— low growth.
— limited market;
— stable demand.
3 out of 12Dalgraphite. 2015
4. — non-toxic;
— chemically inert, high resistance to corrosion;
— high thermal and electrical conductivity;
— high thermo-shock resistance, low thermal
expansion/shrinkage;
— ability to store (intercalate) alien molecules and
atoms in-between the carbon layers;
— excellent lubricant;
— high melting point;
— thermal stable above 3000°C (5400°F) in reducing
atmosphere;
50%
13%
7%
7%
5%
4%
14%
Refractory
Recarburiser
Batteries
Lubricants
Friction
products
Other
Foundries
Natural graphite market
4 out of 12
Natural graphite, an allotrope form of carbon, has a broad range of applications due to
its unique properties:
Applications of natural graphite
Dalgraphite. 2015
5. Flake and amorphous graphite are used for different applications, non-
overlapping with each other. During 2004-2011, production of flake
graphite grew by 7.5% p.a. (CAGR), amorphous one by -5.2% p.a;
Due to its unique properties, there is no economic substitute for flake
graphite.
Flake and synthetic graphite markets do not intersect, except for
some graphite powders and special batteries; usually synthetic and
natural graphite are complementary;
Synthetic graphite is 2-5 times more expensive than flake one.
Existing production facilities are quite often out of age;
Limited supply: from mid 1990ies no new mine (outside China) was
introduced;
In China, the main graphite producing country, 20% of the mines
were closed due to ecological reasons.
Stable demand growth in traditional industries;
Additional growth due to new markets: batteries, solar panels, etc.;
With additional demand coming from batteries the total market is
expected to double by 2020 – 2 mln tpa.
Natural graphite market outlook
Demand
Supply
No economic substitutes
for flake graphite
Complementary with
synthetic graphite
5 out of 12Dalgraphite. 2015
7. – Location – Russia, Jewish Autonomous Region (JAR), settlement Soyuznoye;
– Resources in the license area – 116 mln tons of ore, low strip ratio – 0.5:1;
– Average carbon grade – 12.5%, initial annual production - 40 000 tpa;
– Flake size is sufficient for usage in refractory, batteries;
– Proximity to key markets (Asia and USA) – immediate shipments.
Soyuznoye Flake Graphite Project
7 out of 12
s. Soyuznoye, JAREU
Dalgraphite. 2015
8. Core Drilling
7 554 meters
Mining
48 440 m3
Sampling
8 581 samples
3D model of the license area
8 out of 12Dalgraphite. 2015
9. # Project name
Ore
Resources,
mln tons
Grade,
% Cg
Contained
graphite, mln
tons
Location
1 Syrah Resources 1150.0 10.2% 117.30 Mozambique
2 Dalgraphite 116.0 12.5% 14.50 Russia
3 Graphite One 284.7 4.5% 12.81 USA, Alaska
4 Mason Graphite 50.0 15.6% 7.80 Canada
5 Energizer Resources 123.0 6.3% 7.75 Madagascar
6 Triton Minerals 103.0 5.5% 5.69 Mozambique
7 Magnezita 57.0 7.0% 3.99 Brazil
8 Talga Resources 11.9 18.2% 2.17 Sweden
9 Focus Graphite 12.7 14.4% 1.83 Canada
10 Northern Graphite 98.3 1.8% 1.81 Canada
11 Alabama Graphite Corp 65.2 2.7% 1.76 USA, Alabama
12 Kibaran 14.9 10.5% 1.56 Tanzania
13 Flinders Resources 9.9 7.5% 0.74 Sweden
14 Lamboo Resources 9.2 5.1% 0.47 Australia
15 Valence Uley 6.4 7.1% 0.45 Australia
16 Archer Exploration 5.7 7.6% 0.43 Australia
17 Stratmin Global Resources 5.7 4.1% 0.23 Madagascar
Soyuznoye graphite deposit is one of the
richest and the biggest deposits in the world
9 out of 12Dalgraphite. 2015
10. Project schedule
Construction + Infrastructure
— Geological exploration was finished
— Resources were officially registered
— Enrichment technologies were developed
— Pilot plant tests were accomplished
— Road to production site and a site office were built
— Pre-construction works of open pit and plant were started
10 out of 12
— Tests for deep purification and mechanical transformation are initiated
— Suitability for usage in batteries and other hi-tech applications is currently
being tested
Exploration
Processing R&D
Construction
Dalgraphite. 2015
2011 2012 2013 2014 2015 2016 2017 2019
PROJECT START START OF PRODUCTION
High-tech applications R&D
2018
11. Technological partners
Strategic partner
Main partners
Enrichment technologies Production of graphite for high-tech applications
11 out of 12
– Uralmekhanobr
– Irgiredmet
– SGS
– MBE Coal & Minerals Technology
– AKW Apparate + Verfahren
– Magnezit Group
– Niigrafit
– Hosokawa Alpine
Dalgraphite. 2015
