Flake Graphite 2015 Flake graphite demand and trade flows www.indmin.com Andrew Miller, Analyst, Industrial Minerals Data, [email protected] Gabriella Kiss, Advertising Sales, [email protected] Benjamin Ash, Advertising Sales, [email protected] >indmin.com/GraphiteAnalysis >indmin.com/GraphitePrices Top consumer countries Producers Exploration Alabama Graphite Indicated: 38.2m tonnes (2.6%) Inferred: 27m tonnes (2.87%) Archer Exploration Measured: 339,000 tonnes (14.8%) Indicated: 1.056m tonnes (12.7%) Inferred: 837,000 (10.7%) Energizer Resources Measured: 23.62m tonnes (6.32%) Indicated: 76.75m tonnes (6.25%) Inferred: 40.91m tonnes (5.78%) Focus Graphite Measured and Indicated: 9.567m tonnes (14.77%) Inferred: 3.1m tonnes (13.25%) Proven and probable reserves: 7.857m tonnes Graphite One Inferred: 95.93m tonnes (7.2%) Lamboo Resources McIntosh: Indicated: 4.5m tonnes (4.7%) Inferred: 2.6m tonnes (4.7%) Geumam: Indicated: 1.5m tonnes (6.6%) Inferred: 3.9m tonnes (4.9%) Lincoln Minerals Indicated: 1.47m tonnes Inferred: 730,000 tonnes (15%) Mason Graphite Measured and Indicated: 50m tonnes (15.67%) Inferred: 11.86m tonnes (17.11%) Northern Graphite Measured and indicated: 69.791m tonnes (1.74%) Inferred: 24m tonnes (1.65%) Probable reserves: 28.3m tonnes Ontario Graphite Indicated: 51.5m tonnes (2.14%) Inferred: 46.8m tonnes (2.0%) Syrah Resources Inferred: 1.15bn tonnes (10.2%) Talga Resources Nunasvaara: Indicated: 5.6m tonnes (24.6%) Inferred: 2m tonnes (24%) Raitajärvi: Indicated: 3.4m tonnes (7.3%) Inferred: 0.9m tonnes (6.4%) Agrawal Graphite Industries Odisha, India Chotanagpur Graphite Industries Jharkhand, India Eagle Graphite Corp. Nelson, Canada Etablissements Gallois SA Toamasina, Madagascar Flinders Resources Woxna, Sweden Grafite do Brasil Extractive Metaquina, Brazil Imerys Graphite & Carbon Lac-des-liles, Canada JSC Uralgraphite Taiginsky, Russia Myeongji Mining Co/ Kores Jeongchon-gun, North Korea Nacional de Grafite Minas Gerais, Brazil Power Stand Development Atsinanana, Madagascar Skaland Graphite Traelen, Norway Stratmin Global Resources Loharano, Madagascar Tamil Nadu Minerals Limited Tamil Nadu, India Tirupati Carbons Jharkhand, India Valence Industries Uley, Australia Zavalyevsky Graphite Complex Zavalye, Ukraine Zimbabwe German Graphite Mines Karoi, Zimbabwe 12 1 1 17 17 3 10 10 10 10 4 2 16 16 6 6 5 2 2 6 12 12 7 11 11 China’s producing provinces Heilongjiang Henan Shandong Shanxi Inner Mongolia Hubei Hebei 1 1 3 3 2 2 4 4 5 5 6 6 7 7 8 3 3 9 8 8 10 11 6 13 13 14 1 1 7 7 18 18 15 15 9 9 4 4 5 5 14 China UK Belgium Turkey Iran Czech Republic Austria Poland Italy Russia India Brazil USA Mexico Canada Japan South Korea Philippines Indonesia Germany France Spain 3 7 8 9 10 AT THE HEART OF GRAPHITE AND CARBON …SINCE 1908. imerys-graphite-and-carbon.com Profile: Europe Active producers: Germany, Norway, Russia, Sweden, Ukraine Top consumers: Germany, Austria, Turkey Total consumption: 91,500 tonnes Active exploration: Sweden, Czech Republic Profile: Africa Active producers: Madagascar, Zimbabwe Top consumers: N/A Total consumption: 1,000 tonnes Active exploration: Madagascar, Mozambique, Namibia Profile: North Amercia Active producers: Canada Top consumers: Canada, USA Total consumption: 54,500 tonnes Active exploration: Canada, Mexico, USA Profile: Asia Active producers: China, India Top consumers: China, India, Japan Total consumption: 197,000 tonnes Active exploration: China, India, South Korea A World Class Low Cost High Grade High Purity Technology Graphite Project – Now in Development THE MOST ADVANCED GRAPHITE PROJECT IN NORTH AMERICA TSX-V: FMS | OTCQX: FCSMF | FSE: FKC focusgraphite.com TSX-V: FMS | OTCQX: FCSMF | FSE: FKC China Refractories 40% Batteries 10% Foundries & crucibles 30% Lubricants 10% Other 10% Brazil Refractories 32% Foundries & crucibles 26% Lubricants 14% Other 28% India Refractories 31% Foundries & crucibles 29% Lubricants 6% Other 34% USA Refractories 63% Batteries 4% Foundries & crucibles 3% Lubricants 2% Other 28% Germany Refractories 53% Foundries & crucibles 20% Lubricants 12% Other 15% Key: >50,000 20,000-30,000 5,000-10,000 10,000-20,000 2,000-5,000 40,000-50,000 30,000-40,000 Natural high purity crystalline vein graphite from Sri Lanka www.graphite.com.co www.boraboraresources.com.au KOOKABURRA GULLY A World Class Flake Graphite Deposit Global Top 10 Resource targeting production in 2015 Up to 43% total graphitic carbon (TGC) Aiming to produce 25,000 to 50,000 tonnes per annum of high purity 93-99% TGC flake graphite products Large exploration and resource upside Historic Australian graphite mining region Foundation partner of Qingdao International Graphite Exchange For further information see our website www.lincolnminerals.com.au ASX: LML 28 Greenhill Road, Wayville South Australia 5034 New Lump-Vein Graphite New Lump-Vein Graphite Discovery in Quebec, Canada www.canadacarbon.com [email protected] N-9385 Skaland, Norway tlf. +47 77859600 www.graphite.no [email protected] – a company in the LNS-group EUROPE’S MAJOR PRODUCER OF CRYSTALLINE GRAPHITE Port of Mobile WWW.ALABAMAGRAPHITE.COM TSX-V:ALP OTCQX:ABGPF FWB:1AG +1 (609) 785-1581 Flake Graphite, Made in the USA Developing to Supply Growing US Technological Demand Two Advanced Stage Projects in Heart of THE Prolific US Graphite District Proximity to Deliver Just-In-Time Anywhere in USA Mozambique minerals, Australian expertise, Universal potential • World class location and deposit • Multiple high grade flake graphite and vanadium zones identified in 5.2km² mineralisation footprint • High grades of up to 30.5%TGC and 0.64%V 2 O 5 • Graphite concentrates of up to 97.3% • Market leader potential to become one of the lowest cost graphite and vanadium producers • Aggressive exploration and development programs • Dedicated and skilled board and long term strategic vision PO Box 1518 WEST PERTH WA 6872 P: 61 8 6489 2555 F: 61 8 9388 1252 www.tritonmineralsltd.com.au Magnis Resources L I M I T E D MAGNIS RESOURCES LIMITED ABN 26 115 111 763 Suite 915, 301 George Street Sydney NSW 2000 TEL +61 2 8068 6428 FAX +61 2 8068 6451 [email protected] www.magnis.com.au Nachu Graphite Project • High grade graphite intercepts on multiple blocks • Close to surface / Low cost mining operation • High percentage of graphite flakes in the large to jumbo categories Prices l 36 archive prices and 7 historical l Flake, Amorphous, Vein, Spherical l Full access back to 1988 Analysis l Price changes l Dedicated team of analysts l Supply and demand: trends and insight Comprehensive data and analysis for global mineral industries. Graphite and fluorspar available now. LONDON, UK Andy Miller, Analyst [email protected] Shruti Salwan, Analyst [email protected] SHANGHAI, CHINA Albert Li, Analyst [email protected] 2 4 5 6 11 12