Rare earth demand drivers
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Transcript of Rare earth demand drivers
RARE EARTHS, SPECIALITY
& STRATEGIC METALS
INVESTMENT SUMMIT
IRONMONGERS’ HALL, CITY OF LONDON ● TUESDAY-WEDNESDAY, 13-14 MARCH 2012
www.ObjectiveCapitalConferences.com
Rare earth demand drivers
Bill de Lucy – Managing Director, Denver International
Welcome To the World of Real Assets
Financial Crisis
• Protect yourself from the current global financial crisis
• Our current distressing economy
• More money is being printed
Money Becomes Worthless
• In the last 30 years the volume of goods has quadrupled
• The money supply increased forty-fold (Prof. Hamer)
• That means there is too much money for a limited number of goods
• Money becomes worthless!
Could Government Bankruptcies happen?
There were 20 hyperinflations in the 20th century
Year(s) Country Year(s) Country Year(s) Country
1914 China 1988 Nicaragua 1992/98 Russia
1921 Austria 1990 Peru 1994 Angola
1921/45 Hungary 1990 Zaire 1997 Thailand
1923/48 Germany 1990 Mexico 1998 Brazil
1921/89 Poland 1990 Bosnia 1999 Ecuador
1943 Greece 1990 Yugoslavia 2001 Argentina
1985 Bolivia 1992 Georgia Now... Who Next?
Comparing Gold with Silver
U.S. National Debt
Dow vs. Silver
Sample case Indium, Gallium, Hafnium, Bismuth
Positive Strategy of Metal
• These precious and strategically rare
metals are urgently needed for 80% of all
branches of industry and are
indispensable
• Alternatives are in the distant future
Indium IN 49 – Annual world production 600 t (approx)
Indium
Key Industries & Usage
• Engine Bearings
• Flat screens and touch screens
• Medical technology
• Solar technology
• Illuminating diodes
• Displays (Mobile Phone, Navigation Screens)
• Space Industry
Gallium GA 31 – Annual world Production 130 t (approx)
Gallium
Key Industries & Usage
• Illuminating diodes
• LED lights
• Electrical high-frequency components
• Integrated circuits/ computer chips
• Laser
• Solar cell technology used as electricity for satellites
• Low- non-toxic mercury substitute used for filling thermometers
Hafnium HF 72 – Annual world production 52 t (approx)
Hafnium
Key Industries & Usage • Nuclear technology
• New high capacity power plants
• Computer chips - Intel processors
• Flash light bulbs with especially high light efficiency
• Super alloys which allow turbines to operate at higher temperatures making them more efficient
• Plasma torch to cut steel
Bismuth BI 83 – Annual world production 5,700 t (approx)
Bismuth
• Over 500 applications around the world - it is a very widely used element:
• Abdominal therapeutics • X-ray contrast medium • Substitute for lead without toxic
characteristics (e.g. Water pipes) • Optical glass • High quality lacquer/emulsion paint • Plastics and printing ink • Refrigerant for atomic reactors (does
not store radiation) • Antiseptic burn ointment and powder • All electronic devices • Plasma torch to cut steel
Tantalum TA 73 – Annual world production 1,270 t (approx)
Tantalum
Key Industries & Usage • Ultra small capacitors with high
capacity SMD technology • Mobile phones and automobiles • Medical implants, bone nails,
prostheses, maxillary screws, dental and hip replacements
• Super alloys used during the construction of turbines and airplane engines (high temp.)
• Chemical industry • All electronic devices • Plasma torch to cut steel
Tellurium TE 52 – Annual world production 250 t (approx)
Tellurium
Key Industries & Usage • Alloying constituent for steel,
cast iron and copper alloys
• Photodiode and thin layer solar cells
• Optical Memory (DVD-RW, CD, Blue Ray-RW etc.)
• Coloration of glass and ceramics
• Cover for undersea electric cables
• Solar cells
Silver Granulates AG 47 – Annual world production 25,500 t (approx)
Silver Granulates
Key Industries & Usage • Currency • Jewellery and silverware • Dentistry • Photography and electronics • Mirrors and optics • Other industry and
commercial applications • Medical industry • Clothing • Water Filtering /antibacterial
Metals Increase in Value
Monday, 21 May 2007
In May 2007 after years of negotiations in Madrid, Odyssey Marine Exploration received permission to seek the British flagship HMS Sussex, which sank in a storm in 1694 off the southern coast of Spain The wreck itself is the greatest sunken treasure ever found… One million pounds sterling in gold and silver coins with a current value of up to €12 billion
Our Metal selection in daily life
Modern aircraft
Turbines and Engines
Aerospace Industry
High-tech Electronics
Mobile phones & Communication Technology
Medical Techniques
Navigation Systems
Storage Media (CD)
USB Sticks and Hard Drives
Photovoltaic & Solar Technology
LED Lights
Laser Techniques
Colours and Paint
Optic (Glass and Lenses)
Pharmaceuticals
Alloy Components
Metals needed in a mobile phone
Indium
Tantal
Gallium
Silver
• Antimony
• Lead
• Palladium
• Platinum
• Tin
• Lithium
• Gold
• Beryllium
• Copper
• Arsenic
Increasing Demand
• Federal Institute for Geosciences and Natural Resources:
• The trend toward miniaturisation continues so the need for rare metals increases to hundreds of tons per year
Summary
• 100 % Physical ownership
• Protection against inflation and devaluing of currency
Metals - Driving The World