51
GLOBAL MINING INVESTMENT CONFERENCE 2010 STATIONERS’ HALL ● CITY OF LONDON ● TUESDAY-WEDNESDAY, 28-29 SEP 2010 www.ObjectiveCapitalConferences.com Investment Conferences World Mining Hotspots Glen Jones – Exec Director, Intierra Resource Intelligence DAY 2 - SESSION 5: GLOBAL HOTSPOTS (PART 2)

Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

Embed Size (px)

DESCRIPTION

Day 2- Session 5: Global Hotspots World Mining Hotspots Objective Capital Global Mining Investment Conference 2010 Stationers' Hall, City of London 28-29 September 2010 Speaker: Glen Jones - Intierra Resource Intelligence

Citation preview

Page 1: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

GLOBAL MININGINVESTMENT CONFERENCE 2010

STATIONERS’ HALL ● CITY OF LONDON ● TUESDAY-WEDNESDAY, 28-29 SEP 2010

www.ObjectiveCapitalConferences.com

Investment Conferences

World Mining HotspotsGlen Jones – Exec Director, Intierra Resource Intelligence

DAY 2 - SESSION 5: GLOBAL HOTSPOTS (PART 2)

Page 2: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

Other sponsors & participating organisations:

GLOBAL MININGINVESTMENT CONFERENCE 2010

Lead sponsors:

Media partners:

Page 3: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

Objective Capital Global MiningInvestment Conference

September 2010

Presented By: Glen Jones

World MiningHotspots

Page 4: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

The data contained in this presentation is a snapshot from the live Intierra database.

The statistics are obtained mostly from daily stream of data from Stock Exchange feeds around the world, including Canada, United States, Johannesburg, Australia and London,Hong Kong and Philippines

Data base is updated daily.

Page 5: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

• >40,000 companies

• >3500 listed companies

• >39,000 global projects

• monitor all size of projects and all commodities

Intierra databaseIntierra Database

Page 6: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

• All values in $ US

• Commodities when calculated can be primary or secondary

• Data from Jan/09 to September/10

Assumptions

Page 7: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

Top Ten Countries

Au

stra

lia

0

2000

5,000

4000

3000

6,000

1000

Act

ive

Pro

ject

s

Can

ad

a

Un

ited

Sta

tes

Ch

ina

Mex

ico

So

uth

Afr

ica

Per

u

Bra

zil

Arg

enti

na

Ch

ile

7,000

8,000

Page 8: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

Top Ten Commodities

Page 9: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

Top Ten CommoditiesTop Ten Commodities

Go

ld

0

4000

10,000

8000

6000

12,000

2000

Nu

mb

er o

f A

cti

ve

Pro

ject

s

Co

pp

er

Sil

ver

Ura

niu

m

Lea

d-Z

inc

Nic

kel

Co

al

Iro

n

Dia

mo

nd

s

Pla

tin

um

14,000

16,000

18,000

Page 10: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

Active Gold ProjectsTop Ten Countries

South Africa: 237 projects = 2%

Australia: 3520 projects = 30%

Peru: 414 projects = 3%

Canada:4055 projects = 35%

Mexico:840 projects = 7%

Argentina: 287 projects = 2%

United States:1368 projects = 11%

China:710 projects = 6%

Brazil: 276 projects = 2%

Chile: 216 projects = 2%

Active Gold ProjectsTop Ten Countries

Page 11: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

Active Copper ProjectsTop Ten Countries

Active Copper ProjectsTop Ten Countries

Australia: 1633 projects = 29%

Peru: 264 projects = 5%

Canada:2198 projects = 39%

Mexico:336 projects = 6%

Argentina: 103 projects = 2%

United States:411 projects = 7%

Chile:269 projects = 5%

Sweden: 107 projects = 2%

China: 177 projects = 3%

Philippines: 113 projects = 2%

Page 12: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

Active Silver ProjectsTop Ten Countries

Mexico: 771 projects = 19%

Sweden: 66 projects = 2%

Canada:1299 projects = 32%

China: 96 projects = 2%

Argentina: 166 projects = 4%

United States:561 projects = 14%

Indonesia: 71 projects = 2%Chile: 82 projects = 2%

Peru: 299 projects = 7%

Active Silver ProjectsTop Ten Countries

Australia:639 projects = 16%

Page 13: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

Active Uranium ProjectsTop Ten Countries

Active Uranium ProjectsTop Ten Countries

Kyrgyzstan:38 projects = 1%

Canada:950 projects = 30%

South Africa: 62 projects = 2%Argentina: 57 projects = 2%

United States:517 projects = 16%

Nambia: 43 projects = 1%Tanzania: 47 projects = 1%

Sweden: 70 projects = 2%

Australia:1348 projects = 43%

Mongolia: 65 projects = 2%

Page 14: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

Active Lead-Zinc ProjectsTop Ten Countries

Active Lead-Zinc ProjectsTop Ten Countries

Mexico:330 projects = 12%

Sweden: 58 projects = 2%

Canada:1029 projects = 37%

China: 107 projects = 4%

Argentina: 45 projects = 2%

Indonesia:24 projects = 1%

Ireland: 35 projects = 1%

Peru: 147 projects = 5%

Australia: 813 projects = 30%

United States:157 projects = 6%

Page 15: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

Active Nickel ProjectsTop Ten Countries

Active Nickel ProjectsTop Ten Countries

Brazil: 50 projects = 2%

Finland: 44 projects = 2%

Canada:784 projects = 39%

China: 45 projects = 2%

Philippines:57 projects = 3%

Indonesia: 39 projects = 2%

Russia: 36 projects = 2%South Africa: 147 projects = 5%

Australia:859 projects = 44%

United States: 40 projects = 2%

Page 16: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

Active Coal ProjectsTop Ten Countries

Active Coal ProjectsTop Ten Countries

India: 32 projects = 2%

Mongolia: 52 projects = 3%

Canada:136 projects = 8%

China: 89 projects = 5%

England: 30 projects = 2%

Indonesia:91 projects = 5%

Russia: 36 projects = 2%

South Africa:175 projects = 10%

Australia:564 projects = 33%

United States: 516 projects = 30%

Page 17: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

Active Iron ProjectsTop Ten Countries

Active Iron ProjectsTop Ten Countries

India: 58 projects = 4%

Sweden: 40 projects = 3%

Canada:124 projects = 9%

China: 93 projects = 7%

Peru: 20 projects = 1%Russia: 42 projects = 3%

Brazil:117 projects = 8%

Australia:848 projects = 60%

United States: 23 projects = 2%Chile: 40 projects = 3%

Page 18: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

South Africa:128 projects = 12%

Australia: 175 projects = 16%

Sierra Leone: 26 projects = 2%

Canada:526 projects = 50%Botswana:

47 projects = 4%

Angola: 31 projects = 3%

Brazil:56 projects = 5%

Congo (DemocraticRepublic of): 41 projects = 4%

Namibia: 23 projects = 2%

Tanzania: 19 projects = 2%

Active Diamonds ProjectsTop Ten Countries

Active Diamonds ProjectsTop Ten Countries

Page 19: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

Active Platinum ProjectsTop Ten Countries

Russia: 31 projects = 3% Tanzania: 11 projects = 1%

Canada:503 projects = 49%

Botswana: 12 projects = 1%

China: 27 projects = 3%

United States:50 projects = 5%

Finland: 12 projects = 1%

South Africa:155 projects = 15%

Sweden: 16 projects = 2%

Active Platinum ProjectsTop Ten Countries

Australia: 202 projects = 20%

Page 20: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

The Project Pipeline

Page 21: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

Global Gold Projects by Status

Grass Roots (no drilling) 6198 38%

Exploration (limited drilling) 4732 30%

Advanced Exploration 2454 16%

Pre-Feasibility/Scoping 524 3%

Feasibility 393 4%

Construction 180 1%

Operating Mines 1211 8%

Total 15,692 100%

Global Gold Projects by Status

Page 22: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

Global Copper Projects by Status

Grass Roots (no drilling) 2770 39%

Exploration (limited drilling) 2285 32%

Advanced Exploration 1006 14%

Pre-Feasibility/Scoping 280 4%

Feasibility 193 4%

Construction 80 1%

Operating Mines 571 8%

Total 7,185 100%

Global Copper Projects by Status

Page 23: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

Global Silver Projects by Status

Grass Roots (no drilling) 1620 31%

Exploration (limited drilling) 1507 30%

Advanced Exploration 867 17%

Pre-Feasibility/Scoping 249 5%

Feasibility 170 5%

Construction 81 2%

Operating Mines 519 10%

Total 5,013 100%

Global Silver Projects by Status

Page 24: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

Global Uranium Projects by Status

Grass Roots (no drilling) 2088 57%

Exploration (limited drilling) 985 26%

Advanced Exploration 340 9%

Pre-Feasibility/Scoping 95 3%

Feasibility 37 2%

Construction 14 1%

Operating Mines 70 2%

Total 3,629 100%

Global Uranium Projects by Status

Page 25: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

Global Lead - Zinc Projects by Status

Grass Roots (no drilling) 1141 35%

Exploration (limited drilling) 1068 32%

Advanced Exploration 537 16%

Pre-Feasibility/Scoping 134 4%

Feasibility 83 4%

Construction 40 1%

Operating Mines 299 9%

Total 3,293 100%

Global Lead - Zinc Projects by Status

Page 26: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

Global Nickel Projects by Status

Grass Roots (no drilling) 895 38%

Exploration (limited drilling) 699 30%

Advanced Exploration 342 15%

Pre-Feasibility/Scoping 104 4%

Feasibility 66 4%

Construction 28 1%

Operating Mines 213 9%

Total 2,347 100%

Global Nickel Projects by Status

Page 27: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

Global Coal Projects by Status

Grass Roots (no drilling) 274 14%

Exploration (limited drilling) 168 9%

Advanced Exploration 366 19%

Pre-Feasibility/Scoping 89 5%

Feasibility 92 7%

Construction 61 3%

Operating Mines 863 44%

Total 1,913 100%

Global Coal Projects by Status

Page 28: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

Global Iron Projects by Status

Grass Roots (no drilling) 455 26%

Exploration (limited drilling) 293 17%

Advanced Exploration 330 19%

Pre-Feasibility/Scoping 146 8%

Feasibility 93 8%

Construction 26 1%

Operating Mines 384 21%

Total 1,727 100%

Global Iron Projects by Status

Page 29: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

Global Diamonds Projects by Status

Grass Roots (no drilling) 598 48%

Exploration (limited drilling) 378 31%

Advanced Exploration 111 9%

Pre-Feasibility/Scoping 21 2%

Feasibility 18 2%

Construction 8 1%

Operating Mines 80 7%

Total 1,214 100%

Global Diamonds Projects by Status

Page 30: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

Global PGE Projects by Status

Grass Roots (no drilling) 417 37%

Exploration (limited drilling) 379 33%

Advanced Exploration 137 12%

Pre-Feasibility/Scoping 44 4%

Feasibility 44 6%

Construction 10 1%

Operating Mines 101 9%

Total 1,132 100%

Global PGE Projects by Status

Page 31: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

Early Late

Gold 68% 23%

Copper 71% 22%

Silver 61% 27%

Uranium 83% 14%

Lead-Zinc 67% 24%

Nickel 68% 23%

Coal group 23% 31%

Iron Group 43% 35%

Diamonds 79% 13%

PGE’s 70% 22%

Page 32: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

Global Drilling Activity

Page 33: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

June 2009 to August 2010

Global Drilling ProjectsGlobal Drilling Projects

Exploration 835Advanced Exploration 582Pre-Feasibility/Scoping 259Operating 190Feasibility 137Construction 51Grass Roots 21Care/Maintenance 3Total 2078

Global Drilling Projects

Page 34: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

June 2009 to August 2010

Global DrillingGlobal Drilling

Australia 720Canada 512United States 116Mexico 107Brazil 41Peru 32Ghana 32Chile 31

Page 35: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

Total Global ProjectsTotal Global Projects

Page 36: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

Global Gold ProjectsGlobal Gold Projects

Page 37: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

Global Copper ProjectsGlobal Copper Projects

Page 38: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

Global Silver ProjectsGlobal Silver Projects

Page 39: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

Global Lead-Zinc ProjectsGlobal Lead-Zinc Projects

Page 40: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

Global Uranium ProjectsGlobal Uranium Projects

Page 41: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

Global Nickel ProjectsGlobal Nickel Projects

Page 42: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

Global Iron ProjectsGlobal Iron Projects

Page 43: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

Global Platinum ProjectsGlobal Platinum Projects

Page 44: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

Global Moly ProjectsGlobal Moly Projects

Page 45: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

Global Rare Earth Metals ProjectsGlobal Rare Earth Metals Projects

Page 46: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

Property Transactions

Page 47: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

Total: 744

Amount: US$ 38.4B

Global Property TransactionsGlobal Property Transactions

Page 48: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

Property Transactions Property Transactions

Page 49: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

Global Property Transactions

Number $AmountGold 259 8.7 B

Copper 91 5.5 B

Silver 88 3.8 B

Uranium 20 871.4 M

Lead-Zinc 52 2.1 B

Nickel 20 862.9 M

Coal Group 35 4.9 B

Iron Group 9 2.7 B

Diamonds 10 451.4 M

PGE’s 12 186.2 M

Molybdenum 16 1.1 B

Global Property Transactions

Page 50: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

www.intierra.com

Page 51: Glen Jones: World Mining Hotspots (Day 2 - Session 5: Global Hotspots)

Other sponsors & participating organisations:

GLOBAL MININGINVESTMENT CONFERENCE 2010

Lead sponsors:

Media partners: