Chinas gefährliches Rohstoff-Monopol
21.03.2012, 12:57 Uhr
China hat sich zum Vorreiter bei der Förderung Seltener Erden
entwickelt, die in High-Tech-Geräten zum Einsatz kommen. Der Westen
ist stark abhängig von den Exporten, ist daran aber selbst
2 May 2012
Rare Earths – we touch them everyday
1. SAFETY AND SUSTAINABILITY
2. THE RARE EARTHS MARKET
3. WESTERN AUSTRALIA OPERATIONS
4. MALAYSIA OPERATIONS
5. FINANCIAL UPDATE
Lynas – online in 2012, delivering Rare Earths globally
• Our vision is to be the leader in Rare Earths for a sustainable
• We are close to realising this vision.
• Our supply of Rare Earths will be based on environmentally
• Lynas will be online in 2012, delivering Rare Earths
• The LAMP is scheduled to come online with a Phase 1 production
capacity of 11,000tpa REO.
• Work for Phase 2 is underway for an additional 11,000tpa REO.
FOR THE PERIOD ENDING 31 MARCH 2012
• The Lynas Advanced Materials Plant (LAMP) construction project in
Malaysia achieved 8,160,000 hours Lost Time Injury (LTI) free as at
the end of March 2012. Subsequent to the end of the reporting
period the project remains LTI free.
• On 1 February, Malaysia’s Atomic Energy Licensing Board (AELB)
announced its approval of the Temporary Operating Licence (TOL) for
the LAMP in Gebeng, Malaysia. The AELB’s approval decision came
after a thorough and extensive review of the project by the
Malaysian Government regulatory authorities. An appeal in respect
of the AELB’s decision has been lodged with the Minister of
Science, Technology and Innovation. The Minister’s decision is
• During the period, Lynas secured long-term funding through a
US$225m unsecured convertible bond facility with funds managed by
Mount Kellett Capital Management. The proceeds of the issue will be
used for construction and commissioning of Phase 1 of the LAMP and
working capital. The 18-month working capital facility announced on
22 September 2011 was not utilised and has been retired.
• Following the results of the extension drilling program, the
Company reported a significant upgrade to Resources at Mount Weld.
The mineral Resource estimate for Mount Weld is now 23.9 million
tonnes, at an average grade of 7.9% REO for a total of 1.9 million
tonnes REO. This represents a 37% increase versus the previous
Resource estimate announced in September 2010 and a 34% increase in
• The Mount Weld Concentration Plant in Western Australia continues
to perform well with Final Concentrate Grade in line with, and REO
recovery ahead of, targets for this point in the ramp-up
• As at the end of the period, construction of Phase 1 of the LAMP
was 98% complete and pre-commissioning test-packs were more than
85% complete. Lynas is on track for first feed to kiln in Q2,
subject to the issuance of the TOL.