Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message...

50
5 Key Message Text (26pt Arial Regular) Second line 1. Australia - Licence approved to build plant in Perth - Not economical 2. China - Licence approved - Rules changed: Lynas export restricted 3. Kemaman - Licence approved - Land approval delayed WHY MALAYSIA? Economic – low cost of raw materials and utilities Government/ Authorities set CLEAR rules or requirement Infrastructure Workforce WHY LYNAS IN GEBENG?

Transcript of Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message...

Page 1: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

5

Key

Mes

sage

Tex

t (26

pt A

rial R

egul

ar)

Seco

nd li

ne

1. A

ustra

lia-L

icen

ce a

ppro

ved

to b

uild

pla

nt in

Per

th

-N

ot e

cono

mic

al

2. C

hina

-Lic

ence

app

rove

d-R

ules

cha

nged

: Lyn

as e

xpor

t res

trict

ed

3. K

emam

an

-Lic

ence

app

rove

d

-L

and

appr

oval

del

ayed

WH

Y M

ALAY

SIA

?•

Econ

omic

–lo

w co

st o

f raw

mat

eria

ls a

nd u

tiliti

es•

Gov

ernm

ent/

Auth

oriti

es s

et C

LEAR

rule

s or

requ

irem

ent

•In

frast

ruct

ure

•W

orkf

orce

WHY

LYN

AS IN

GEB

ENG

?

JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM

Page 2: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

6

Key

Mes

sage

Tex

t (26

pt A

rial R

egul

ar)

Seco

nd li

ne

•Ly

nas

plan

t is

the

safe

st a

nd m

ost a

dvan

ce R

E pl

ant i

n th

e wo

rld

•Ly

nas

is ju

st a

sim

ple

and

very

saf

e ch

emic

al p

lant

(P

roce

ss: A

tmos

pher

ic p

ress

ure,

Am

bien

t tem

pera

ture

, Not

eas

ily fl

amm

able

)

•St

anda

rds

–bu

ilt a

nd o

pera

te a

ccor

ding

to M

alay

sian

and

Inte

rnat

iona

l sta

ndar

ds

•Ly

nas

RE

proc

ess

is b

ased

on

well

esta

blis

hed

and

prov

en te

chno

logy

(mor

e th

an 3

0 ye

ars

old)

SAFE

TY A

ND S

TAND

ARDS

7

Key

Mes

sage

Tex

t (26

pt A

rial R

egul

ar)

Seco

nd li

ne

•No

harm

to p

eopl

e an

d en

viro

nmen

t -

Air a

nd w

ater

rele

ase

mee

t int

erna

tiona

l sta

ndar

d-

Very

low

disc

harg

e of

radi

oact

ive

mat

eria

l to

air a

nd w

ater

-W

ater

in c

onta

ct w

ith ra

dioa

ctiv

e m

ater

ial i

s fu

lly re

cycl

ed-

Com

preh

ensi

ve m

onito

ring

syst

em in

pla

ce

-W

orst

cas

e sc

enar

io: r

adia

tion

to p

ublic

is 0

.002

mSv

/yr (

500

times

bel

ow M

alay

sia/

Inte

rnat

iona

l lim

it)

•Asi

an R

are

Earth

(AR

E)-

Lyna

s N

OT

SAM

E as

AR

E-

ARE

raw

mat

eria

ls :

43x

high

er ra

dioa

ctiv

ity th

an L

ynas

-AR

E wa

ste

: 48x

hig

her r

adio

activ

ity th

an L

ynas

SAFE

TY A

ND S

TAND

ARDS

JD004715 Lampiran 2.indd 6 6/13/12 6:55:07 PM

Page 3: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

6

Key

Mes

sage

Tex

t (26

pt A

rial R

egul

ar)

Seco

nd li

ne

•Ly

nas

plan

t is

the

safe

st a

nd m

ost a

dvan

ce R

E pl

ant i

n th

e wo

rld

•Ly

nas

is ju

st a

sim

ple

and

very

saf

e ch

emic

al p

lant

(P

roce

ss: A

tmos

pher

ic p

ress

ure,

Am

bien

t tem

pera

ture

, Not

eas

ily fl

amm

able

)

•St

anda

rds

–bu

ilt a

nd o

pera

te a

ccor

ding

to M

alay

sian

and

Inte

rnat

iona

l sta

ndar

ds

•Ly

nas

RE

proc

ess

is b

ased

on

well

esta

blis

hed

and

prov

en te

chno

logy

(mor

e th

an 3

0 ye

ars

old)

SAFE

TY A

ND S

TAND

ARDS

7

Key

Mes

sage

Tex

t (26

pt A

rial R

egul

ar)

Seco

nd li

ne

•No

harm

to p

eopl

e an

d en

viro

nmen

t -

Air a

nd w

ater

rele

ase

mee

t int

erna

tiona

l sta

ndar

d-

Very

low

disc

harg

e of

radi

oact

ive

mat

eria

l to

air a

nd w

ater

-W

ater

in c

onta

ct w

ith ra

dioa

ctiv

e m

ater

ial i

s fu

lly re

cycl

ed-

Com

preh

ensi

ve m

onito

ring

syst

em in

pla

ce

-W

orst

cas

e sc

enar

io: r

adia

tion

to p

ublic

is 0

.002

mSv

/yr (

500

times

bel

ow M

alay

sia/

Inte

rnat

iona

l lim

it)

•Asi

an R

are

Earth

(AR

E)-

Lyna

s N

OT

SAM

E as

AR

E-

ARE

raw

mat

eria

ls :

43x

high

er ra

dioa

ctiv

ity th

an L

ynas

-AR

E wa

ste

: 48x

hig

her r

adio

activ

ity th

an L

ynas

SAFE

TY A

ND S

TAND

ARDS

JD004715 Lampiran 2.indd 7 6/13/12 6:55:09 PM

Page 4: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

Bui

ldin

g th

e Va

lue

Cha

in

Rar

e Ea

rths

In

dust

ry C

lust

er

8

Key

Mes

sage

Tex

t (26

pt A

rial R

egul

ar)

Seco

nd li

ne

a)W

hy L

ynas

is s

afe?

b)W

hat L

ynas

will

do

with

was

te m

ater

ials

?

SPEC

IAL

PRES

ENTA

TIO

N O

N:

JD004715 Lampiran 2.indd 8 6/13/12 6:55:14 PM

Page 5: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

Bui

ldin

g th

e Va

lue

Cha

in

Rar

e Ea

rths

In

dust

ry C

lust

er

8

Key

Mes

sage

Tex

t (26

pt A

rial R

egul

ar)

Seco

nd li

ne

a)W

hy L

ynas

is s

afe?

b)W

hat L

ynas

will

do

with

was

te m

ater

ials

?

SPEC

IAL

PRES

ENTA

TIO

N O

N:

JD004715 Lampiran 2.indd 9 6/13/12 6:55:15 PM

Page 6: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

Rar

e Ea

rths

are

criti

cal r

aw m

ater

ials

requ

ired

for

the

deve

lopm

ent o

f hig

h te

chno

logy

indu

strie

s

2

Maj

or R

are

Eart

hs-c

onsu

min

g in

dust

ries

Auto

mot

ive

Cat

alyt

ic c

onve

rters

(100

% c

ars)

Hyb

rid c

ar c

ompo

nent

s (e

.g. m

agne

ts, b

atte

ries)

Rene

wab

le E

nerg

yW

ind

turb

ines

(hig

h-pe

rform

ing

mag

nets

)El

ectro

nics

& L

ight

ings

Po

lishi

ng p

owde

rs (T

V sc

reen

s)D

ispl

ay p

hosp

hors

(Red

-Blu

e-G

reen

)O

il Re

finin

gFu

el C

atal

ytic

Cra

ckin

g

The

deve

lopm

ent o

f the

se h

igh-

tech

nolo

gy in

dust

ries

are

criti

cal t

o co

untri

es w

antin

g to

tra

nsfo

rm in

to h

igh-

inco

me

econ

omie

s

Rar

e Ea

rths

appl

icat

ions

in th

e au

tom

otive

in

dust

ry a

re g

rowi

ng fa

ster

than

the

mar

ket d

ue to

th

eir e

nviro

nmen

tal b

enef

its

3

UV

radia

tion

cut:

gla

ss

Soot re

mova

l:

Die

sel F

uel A

dditiv

e

Gla

ss a

nd M

irro

rs

polis

hin

g pow

der

HYB

RID

ele

ctri

c m

oto

r and g

enera

tor

HYB

RID

NiM

H b

att

ery

More

than 2

5 E

lect

ric

Moto

rs

Thro

ughou

t ve

hic

le

Magnet

s

Gas

cleanin

g:

Cata

lytic

Conve

rter

Evol

utio

n of

ca

r em

issi

ons

regu

latio

ns

(ex

EU)

Even

Chi

na re

cent

ly a

dopt

ed E

uro

car e

mis

sion

regu

latio

ns

JD004715 Lampiran 2.indd 10 6/13/12 6:55:25 PM

Page 7: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

Rar

e Ea

rths

are

criti

cal r

aw m

ater

ials

requ

ired

for

the

deve

lopm

ent o

f hig

h te

chno

logy

indu

strie

s

2

Maj

or R

are

Eart

hs-c

onsu

min

g in

dust

ries

Auto

mot

ive

Cat

alyt

ic c

onve

rters

(100

% c

ars)

Hyb

rid c

ar c

ompo

nent

s (e

.g. m

agne

ts, b

atte

ries)

Rene

wab

le E

nerg

yW

ind

turb

ines

(hig

h-pe

rform

ing

mag

nets

)El

ectro

nics

& L

ight

ings

Po

lishi

ng p

owde

rs (T

V sc

reen

s)D

ispl

ay p

hosp

hors

(Red

-Blu

e-G

reen

)O

il Re

finin

gFu

el C

atal

ytic

Cra

ckin

g

The

deve

lopm

ent o

f the

se h

igh-

tech

nolo

gy in

dust

ries

are

criti

cal t

o co

untri

es w

antin

g to

tra

nsfo

rm in

to h

igh-

inco

me

econ

omie

s

Rar

e Ea

rths

appl

icat

ions

in th

e au

tom

otive

in

dust

ry a

re g

rowi

ng fa

ster

than

the

mar

ket d

ue to

th

eir e

nviro

nmen

tal b

enef

its

3

UV

radia

tion

cut:

gla

ss

Soot re

mova

l:

Die

sel F

uel A

dditiv

e

Gla

ss a

nd M

irro

rs

polis

hin

g pow

der

HYB

RID

ele

ctri

c m

oto

r and g

enera

tor

HYB

RID

NiM

H b

att

ery

More

than 2

5 E

lect

ric

Moto

rs

Thro

ughou

t ve

hic

le

Magnet

s

Gas

cleanin

g:

Cata

lytic

Conve

rter

Evol

utio

n of

ca

r em

issi

ons

regu

latio

ns

(ex

EU)

Even

Chi

na re

cent

ly a

dopt

ed E

uro

car e

mis

sion

regu

latio

ns

JD004715 Lampiran 2.indd 11 6/13/12 6:55:26 PM

Page 8: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

Rar

e Ea

rths

are

key

for E

lect

roni

cs g

rowt

h es

peci

ally

digi

tisat

ion

and

min

iatu

risat

ion

4

Scr

eens

Eu, Tb p

hosp

hors

– C

RT &

PD

P

– B

ack

light fo

r LC

D

Ce g

lass

polis

h

Optica

l Lense

s

La g

lass

additiv

e

Ce g

lass

polis

h

Hard

Dis

k D

rive

/CD

/DVD

Nd m

agnet

in s

pin

dle

N

d m

agnet

in v

oic

e

coil

moto

r

Speak

ers

Nd m

agnet

s in

headphon

es o

f Ip

od

and M

P3 P

laye

rs

Sm

art

-phon

es

Nd m

agnet

s

Rar

e Ea

rths

unde

rpin

the

new

tech

nolo

gy

requ

ired

to lo

wer t

he e

nviro

nmen

t foo

tprin

t of

toda

y’s s

ocie

ty

5

Envi

ronm

enta

l Pro

tect

ion

thro

ugh

low

er e

mis

sion

s

Win

d tu

rbin

es

Auto

cat

alyt

ic c

onve

rters

Die

sel a

dditi

ves

Com

pact

fluo

resc

ent l

ight

sH

ybrid

veh

icle

Wei

ght r

educ

tion

in c

ars

Ener

gy E

ffici

ency

thro

ugh

low

er c

onsu

mpt

ion

Smal

ler y

et m

ore

pow

erfu

l di

gita

l tec

hnol

ogy

Flat

scr

eens

Smar

t-pho

nes

Dig

ital c

amer

as

JD004715 Lampiran 2.indd 12 6/13/12 6:55:29 PM

Page 9: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

Rar

e Ea

rths

are

key

for E

lect

roni

cs g

rowt

h es

peci

ally

digi

tisat

ion

and

min

iatu

risat

ion

4

Scr

eens

Eu, Tb p

hosp

hors

– C

RT &

PD

P

– B

ack

light fo

r LC

D

Ce g

lass

polis

h

Optica

l Lense

s

La g

lass

additiv

e

Ce g

lass

polis

h

Hard

Dis

k D

rive

/CD

/DVD

Nd m

agnet

in s

pin

dle

N

d m

agnet

in v

oic

e

coil

moto

r

Speak

ers

Nd m

agnet

s in

headphon

es o

f Ip

od

and M

P3 P

laye

rs

Sm

art

-phon

es

Nd m

agnet

s

Rar

e Ea

rths

unde

rpin

the

new

tech

nolo

gy

requ

ired

to lo

wer t

he e

nviro

nmen

t foo

tprin

t of

toda

y’s s

ocie

ty

5

Envi

ronm

enta

l Pro

tect

ion

thro

ugh

low

er e

mis

sion

s

Win

d tu

rbin

es

Auto

cat

alyt

ic c

onve

rters

Die

sel a

dditi

ves

Com

pact

fluo

resc

ent l

ight

sH

ybrid

veh

icle

Wei

ght r

educ

tion

in c

ars

Ener

gy E

ffici

ency

thro

ugh

low

er c

onsu

mpt

ion

Smal

ler y

et m

ore

pow

erfu

l di

gita

l tec

hnol

ogy

Flat

scr

eens

Smar

t-pho

nes

Dig

ital c

amer

as

JD004715 Lampiran 2.indd 13 6/13/12 6:55:31 PM

Page 10: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

Sinc

e 20

05, H

i-Tec

h In

dust

ries

have

bee

n se

ekin

g a

sust

aina

ble

sour

ce o

f Rar

e Ea

rths

outs

ide

Chi

na to

exp

and

thei

r Val

ue C

hain

7

Mul

tiple

min

e so

urce

s fo

r Rar

e Ea

rths

conc

entra

te (e

.g.

Lyna

s M

t Wel

d)

Proc

essi

ng h

ub w

ith

exce

ptio

nal

infra

stru

ctur

e

Exam

ples

of D

owns

trea

m p

roje

cts

bein

g st

udie

d1.

Aut

omot

ive

cata

lysis

(>U

S$10

0m

proj

ect)

2. R

are

Earth

s M

agne

ts (L

ynas

/Sie

men

s >U

S$50

0m b

y 20

183.

Rar

e Ea

rths

Met

als

(Lyn

asU

S$20

-30m

)4.

Pho

spho

rs (L

ight

ing

US$

20-3

0m)

5. P

olis

hing

Pow

der (

TV s

cree

ns)

canc

elle

d an

d re

loca

ted

to C

hina

6. R

are

Earth

s M

etal

s (J

apan

ese)

-tw

o ne

w pr

ojec

ts (V

ietn

am o

r Mal

aysi

a)7.

NiM

Hba

ttery

stu

dy (V

ietn

am, T

haila

nd

or M

alay

sia)

Ther

e is

a s

trong

mul

tiplie

r effe

ct fr

om u

pstre

am

to d

owns

tream

in th

e R

are

Earth

s Va

lue

Cha

in

6

Upst

ream

•C

hem

ical

s (lo

cal s

ourc

ing)

•Em

ploy

men

t•

Util

ities

(wat

er, p

ower

)

Rare

Ear

ths

prod

uctio

n

•R

efin

ing,

pur

ifica

tion,

fini

shin

g•

Skill

ed la

bour

•Pa

tent

s•

Expo

rts

Dow

nstre

am

indu

strie

s

•Au

tom

otiv

e ca

taly

sis

•R

are

Earth

s M

etal

s &

Mag

nets

•Ph

osph

ors

(Lig

htin

g)•

Polis

hing

(TV

scre

ens)

•Fu

el C

rack

ing

Cat

alys

ts

Typi

cal R

are

Earth

s va

lue

chai

n

JD004715 Lampiran 2.indd 14 6/13/12 6:55:32 PM

Page 11: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

Sinc

e 20

05, H

i-Tec

h In

dust

ries

have

bee

n se

ekin

g a

sust

aina

ble

sour

ce o

f Rar

e Ea

rths

outs

ide

Chi

na to

exp

and

thei

r Val

ue C

hain

7

Mul

tiple

min

e so

urce

s fo

r Rar

e Ea

rths

conc

entra

te (e

.g.

Lyna

s M

t Wel

d)

Proc

essi

ng h

ub w

ith

exce

ptio

nal

infra

stru

ctur

e

Exam

ples

of D

owns

trea

m p

roje

cts

bein

g st

udie

d1.

Aut

omot

ive

cata

lysis

(>U

S$10

0m

proj

ect)

2. R

are

Earth

s M

agne

ts (L

ynas

/Sie

men

s >U

S$50

0m b

y 20

183.

Rar

e Ea

rths

Met

als

(Lyn

asU

S$20

-30m

)4.

Pho

spho

rs (L

ight

ing

US$

20-3

0m)

5. P

olis

hing

Pow

der (

TV s

cree

ns)

canc

elle

d an

d re

loca

ted

to C

hina

6. R

are

Earth

s M

etal

s (J

apan

ese)

-tw

o ne

w pr

ojec

ts (V

ietn

am o

r Mal

aysi

a)7.

NiM

Hba

ttery

stu

dy (V

ietn

am, T

haila

nd

or M

alay

sia)

Ther

e is

a s

trong

mul

tiplie

r effe

ct fr

om u

pstre

am

to d

owns

tream

in th

e R

are

Earth

s Va

lue

Cha

in

6

Upst

ream

•C

hem

ical

s (lo

cal s

ourc

ing)

•Em

ploy

men

t•

Util

ities

(wat

er, p

ower

)

Rare

Ear

ths

prod

uctio

n

•R

efin

ing,

pur

ifica

tion,

fini

shin

g•

Skill

ed la

bour

•Pa

tent

s•

Expo

rts

Dow

nstre

am

indu

strie

s

•Au

tom

otiv

e ca

taly

sis

•R

are

Earth

s M

etal

s &

Mag

nets

•Ph

osph

ors

(Lig

htin

g)•

Polis

hing

(TV

scre

ens)

•Fu

el C

rack

ing

Cat

alys

ts

Typi

cal R

are

Earth

s va

lue

chai

n

JD004715 Lampiran 2.indd 15 6/13/12 6:55:33 PM

Page 12: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

Prot

on is

a g

ood

exam

ple

of th

e po

sitiv

e be

nefit

s of

dow

nstre

am in

dust

ry d

evel

opm

ent

9

10%

loca

lcom

pone

nts

Deve

lopm

ent o

f as

soci

ated

dow

nstr

eam

in

dust

ries

95%

loca

lcom

pone

nts

500,

000

jobs

in

Mal

aysi

a

THEN

......

NOW

PRO

TON

PREV

E M

ODE

LNO

W...

Impo

rtin

ghi

-tech

part

sDe

velo

pmen

t of

Rare

Ear

ths

dow

nstr

eam

in

dust

ries

Loca

l pro

duct

ion

of

Rare

Ear

ths

mag

nets

and

ba

tterie

s fo

r Pre

ve

Stro

ng jo

b cr

eatio

n

...IN

THE

FUT

URE

Build

ing

new

supp

ly ch

ains

out

side

Chi

na

8

Exam

ple

of L

ynas

/Sie

men

s m

agne

t JV

Rare

Ear

ths

oxid

es

•Le

vera

ging

exi

stin

g in

vest

men

t by

Lyna

s•

Act a

s dr

iver

for c

apac

ity e

xpan

sion

s wi

th a

dditi

onal

ben

efit

to lo

cal

serv

ice

prov

ider

s

Rare

Ear

ths

met

als

•N

ew in

vest

men

t for

met

al-m

akin

g•

Inve

stm

ent s

ize

up to

US$

50m

Rare

Ear

ths

mag

nets

•Ph

ased

inve

stm

ents

in m

agne

t-mak

ing

capa

city

•In

itial

inve

stm

ent u

p to

US$

150m

for a

lloy

and

mag

nets

. •

Tota

l inv

estm

ent c

ould

rise

to U

S$50

0m•

Dire

ct e

mpl

oym

ent o

f sev

eral

hun

dred

ski

lled

staf

f•

Hi-t

ech

proc

esse

s wi

th p

ropr

ieta

ry te

chno

logi

es (I

P)

Win

d Tu

rbin

es•

Dev

elop

men

t of h

igh-

tech

win

d tu

rbin

es u

sing

Rar

e Ea

rths

mag

nets

•H

elpi

ng co

untri

es a

chie

ve th

eir r

enew

able

ene

rgy

targ

ets

JD004715 Lampiran 2.indd 16 6/13/12 6:55:35 PM

Page 13: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

Prot

on is

a g

ood

exam

ple

of th

e po

sitiv

e be

nefit

s of

dow

nstre

am in

dust

ry d

evel

opm

ent

9

10%

loca

lcom

pone

nts

Deve

lopm

ent o

f as

soci

ated

dow

nstr

eam

in

dust

ries

95%

loca

lcom

pone

nts

500,

000

jobs

in

Mal

aysi

a

THEN

......

NOW

PRO

TON

PREV

E M

ODE

LNO

W...

Impo

rtin

ghi

-tech

part

sDe

velo

pmen

t of

Rare

Ear

ths

dow

nstr

eam

in

dust

ries

Loca

l pro

duct

ion

of

Rare

Ear

ths

mag

nets

and

ba

tterie

s fo

r Pre

ve

Stro

ng jo

b cr

eatio

n

...IN

THE

FUT

URE

Build

ing

new

supp

ly ch

ains

out

side

Chi

na

8

Exam

ple

of L

ynas

/Sie

men

s m

agne

t JV

Rare

Ear

ths

oxid

es

•Le

vera

ging

exi

stin

g in

vest

men

t by

Lyna

s•

Act a

s dr

iver

for c

apac

ity e

xpan

sion

s wi

th a

dditi

onal

ben

efit

to lo

cal

serv

ice

prov

ider

s

Rare

Ear

ths

met

als

•N

ew in

vest

men

t for

met

al-m

akin

g•

Inve

stm

ent s

ize

up to

US$

50m

Rare

Ear

ths

mag

nets

•Ph

ased

inve

stm

ents

in m

agne

t-mak

ing

capa

city

•In

itial

inve

stm

ent u

p to

US$

150m

for a

lloy

and

mag

nets

. •

Tota

l inv

estm

ent c

ould

rise

to U

S$50

0m•

Dire

ct e

mpl

oym

ent o

f sev

eral

hun

dred

ski

lled

staf

f•

Hi-t

ech

proc

esse

s wi

th p

ropr

ieta

ry te

chno

logi

es (I

P)

Win

d Tu

rbin

es•

Dev

elop

men

t of h

igh-

tech

win

d tu

rbin

es u

sing

Rar

e Ea

rths

mag

nets

•H

elpi

ng co

untri

es a

chie

ve th

eir r

enew

able

ene

rgy

targ

ets

JD004715 Lampiran 2.indd 17 6/13/12 6:55:37 PM

Page 14: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

Indu

stry

will

deve

lop

the

best

loca

tion

for t

he

Rar

e Ea

rths

Clu

ster

10

Key

requ

irem

ents

1.Su

stai

nabl

e so

urce

of R

are

Earth

s

2.Su

itabl

e in

frast

ruct

ure

for H

igh-

Tech

indu

strie

s

•Ski

lled

labo

ur

•Attr

activ

e in

vest

men

t clim

ate

•Pol

itica

l sta

bilit

y an

d cl

ear r

egul

ator

y fra

mew

orks

• Cos

t com

petit

iven

ess

Gov

ernm

ents

hav

e a

role

to p

lay

in p

rom

otin

g in

vest

men

t in

thes

e hi

gh-te

ch c

lust

ers

Com

petin

glo

catio

ns

1.U

SA

2.C

hina

3.M

alay

sia

and

othe

r SE

Asia

n na

tions

4.Ea

ster

n Eu

rope

The

USA

is d

evel

opin

g a

sour

ce o

f Rar

e Ea

rths

OU

TSID

E M

ALAY

SIA

to b

uild

thei

r Val

ue C

hain

11

Calif

orni

a min

e fo

r ra

w m

ater

ials

su

pplie

s

The

USA

has

exis

ting

infra

stru

ctur

e and

a h

i-te

ch fo

cuss

ed

econ

omy w

ith

gove

rnm

ent in

cent

ives

(e

.g. R

&D ta

x cr

edits

, in

vest

men

t ince

ntiv

es)

Exam

ples

of

Dow

nstr

eam

pro

ject

s1.

Met

al (M

olyc

orp)

–Es

toni

a2.

Allo

y (M

olyc

orp)

–Ar

izona

3. M

agne

ts•A

cqui

sitio

n of

Neo

Mat

eria

ls (C

anad

a)•B

ould

er W

ind

(Dy-

free

mag

nets

)•A

nnou

nced

a m

agne

t JV

with

Dai

do

Stee

l and

Mits

ubis

hi C

orp

Supp

orte

d by

the

US G

over

nmen

t, M

olyc

orp

has

fast

-trac

ked

the

crea

tion

of a

dow

nstre

am

valu

e ch

ain

in th

e US

A an

d in

oth

er c

ount

ries,

cha

lleng

ing

Mal

aysi

a’s

first

-mov

er a

dvan

tage

JD004715 Lampiran 2.indd 18 6/13/12 6:55:38 PM

Page 15: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

Indu

stry

will

deve

lop

the

best

loca

tion

for t

he

Rar

e Ea

rths

Clu

ster

10

Key

requ

irem

ents

1.Su

stai

nabl

e so

urce

of R

are

Earth

s

2.Su

itabl

e in

frast

ruct

ure

for H

igh-

Tech

indu

strie

s

•Ski

lled

labo

ur

•Attr

activ

e in

vest

men

t clim

ate

•Pol

itica

l sta

bilit

y an

d cl

ear r

egul

ator

y fra

mew

orks

• Cos

t com

petit

iven

ess

Gov

ernm

ents

hav

e a

role

to p

lay

in p

rom

otin

g in

vest

men

t in

thes

e hi

gh-te

ch c

lust

ers

Com

petin

glo

catio

ns

1.U

SA

2.C

hina

3.M

alay

sia

and

othe

r SE

Asia

n na

tions

4.Ea

ster

n Eu

rope

The

USA

is d

evel

opin

g a

sour

ce o

f Rar

e Ea

rths

OU

TSID

E M

ALAY

SIA

to b

uild

thei

r Val

ue C

hain

11

Calif

orni

a min

e fo

r ra

w m

ater

ials

su

pplie

s

The

USA

has

exis

ting

infra

stru

ctur

e and

a h

i-te

ch fo

cuss

ed

econ

omy w

ith

gove

rnm

ent in

cent

ives

(e

.g. R

&D ta

x cr

edits

, in

vest

men

t ince

ntiv

es)

Exam

ples

of

Dow

nstr

eam

pro

ject

s1.

Met

al (M

olyc

orp)

–Es

toni

a2.

Allo

y (M

olyc

orp)

–Ar

izona

3. M

agne

ts•A

cqui

sitio

n of

Neo

Mat

eria

ls (C

anad

a)•B

ould

er W

ind

(Dy-

free

mag

nets

)•A

nnou

nced

a m

agne

t JV

with

Dai

do

Stee

l and

Mits

ubis

hi C

orp

Supp

orte

d by

the

US G

over

nmen

t, M

olyc

orp

has

fast

-trac

ked

the

crea

tion

of a

dow

nstre

am

valu

e ch

ain

in th

e US

A an

d in

oth

er c

ount

ries,

cha

lleng

ing

Mal

aysi

a’s

first

-mov

er a

dvan

tage

JD004715 Lampiran 2.indd 19 6/13/12 6:55:40 PM

Page 16: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

The

glob

al c

hem

ical

and

tech

nolo

gy c

ompa

nies

wh

o pu

rcha

se R

are

Earth

s in

clud

e:

12

Appe

ndix

13

1.Ly

nas

has

alre

ady

supp

orte

d M

alay

sia

as a

pla

ce to

inve

st•

Pres

ente

d at

the

Rar

e Ea

rths

Clu

ster

con

fere

nce

in 2

009

•Pr

esen

ted

at th

e R

are

Earth

s C

lust

er c

onfe

renc

e in

201

0

•Si

emen

s an

d Ly

nas

join

t vis

it to

MID

A, M

ITI,

MO

STI i

n 20

11

•BP

vis

it to

MIT

I 201

1

2.M

alay

sia

to re

stor

e co

nfid

ence

that

it is

the

best

pla

ce fo

r lar

ge h

igh-

tech

pro

ject

s

JD004715 Lampiran 2.indd 20 6/13/12 6:55:43 PM

Page 17: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

The

glob

al c

hem

ical

and

tech

nolo

gy c

ompa

nies

wh

o pu

rcha

se R

are

Earth

s in

clud

e:

12

Appe

ndix

13

1.Ly

nas

has

alre

ady

supp

orte

d M

alay

sia

as a

pla

ce to

inve

st•

Pres

ente

d at

the

Rar

e Ea

rths

Clu

ster

con

fere

nce

in 2

009

•Pr

esen

ted

at th

e R

are

Earth

s C

lust

er c

onfe

renc

e in

201

0

•Si

emen

s an

d Ly

nas

join

t vis

it to

MID

A, M

ITI,

MO

STI i

n 20

11

•BP

vis

it to

MIT

I 201

1

2.M

alay

sia

to re

stor

e co

nfid

ence

that

it is

the

best

pla

ce fo

r lar

ge h

igh-

tech

pro

ject

s

JD004715 Lampiran 2.indd 21 6/13/12 6:55:44 PM

Page 18: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

LYN

AS

MA

LAYS

IA S

DN

BH

D

Pres

enta

tion

to P

SC m

embe

rs

10th

May

201

2JD004715 Lampiran 2.indd 22 6/13/12 6:55:44 PM

Page 19: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

LYN

AS

MA

LAYS

IA S

DN

BH

D

Pres

enta

tion

to P

SC m

embe

rs

10th

May

201

2

JD004715 Lampiran 2.indd 23 6/13/12 6:55:45 PM

Page 20: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

JD004715 Lampiran 2.indd 24 6/13/12 6:55:47 PM

Page 21: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

JD004715 Lampiran 2.indd 25 6/13/12 6:55:48 PM

Page 22: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

JD004715 Lampiran 2.indd 26 6/13/12 6:55:51 PM

Page 23: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

JD004715 Lampiran 2.indd 27 6/13/12 6:55:53 PM

Page 24: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

JD004715 Lampiran 2.indd 28 6/13/12 6:55:55 PM

Page 25: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

JD004715 Lampiran 2.indd 29 6/13/12 6:55:56 PM

Page 26: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

JD004715 Lampiran 2.indd 30 6/13/12 6:55:57 PM

Page 27: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

JD004715 Lampiran 2.indd 31 6/13/12 6:55:58 PM

Page 28: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

JD004715 Lampiran 2.indd 32 6/13/12 6:56:02 PM

Page 29: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

JD004715 Lampiran 2.indd 33 6/13/12 6:56:05 PM

Page 30: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

JD004715 Lampiran 2.indd 34 6/13/12 6:56:07 PM

Page 31: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

JD004715 Lampiran 2.indd 35 6/13/12 6:56:08 PM

Page 32: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

JD004715 Lampiran 2.indd 36 6/13/12 6:56:09 PM

Page 33: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

JD004715 Lampiran 2.indd 37 6/13/12 6:56:10 PM

Page 34: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

JD004715 Lampiran 2.indd 38 6/13/12 6:56:12 PM

Page 35: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

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Page 36: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

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Page 37: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

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Page 38: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

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Page 39: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

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Page 40: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

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Page 41: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

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Page 42: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

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Page 43: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

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Page 44: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

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Page 45: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

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Page 46: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

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Page 47: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

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Page 48: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

Mik

e Va

isey

Parli

amen

tary

Sel

ect C

omm

ittee

10th

May

201

2

Lyna

s C

orpo

ratio

nSy

nthe

tic M

iner

al P

rodu

ct D

evel

opm

ent

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Page 49: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

Mik

e Va

isey

Parli

amen

tary

Sel

ect C

omm

ittee

10th

May

201

2

Lyna

s C

orpo

ratio

nSy

nthe

tic M

iner

al P

rodu

ct D

evel

opm

ent

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Page 50: Key Message Text (26pt Arial Regular) · JD004715 Lampiran 2.indd 5 6/13/12 6:55:02 PM. Key Message Text (26pt Arial Regular) 6 Second line •Lynas plant is the safest and most advance

Synt

hetic

Min

eral

Pro

duct

Dev

elop

men

t

2

1.Co

ntex

t and

App

roac

h2.

Synt

hetic

Gyp

sum

(FG

D)3.

Mag

nesi

um-ri

ch G

ypsu

m (N

UF)

4.W

ater

Lea

ch P

urifi

catio

n (W

LP)

5.Re

gula

tory

Req

uire

men

ts

Agen

da

3

Con

text

and

App

roac

h

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