International Copper Study Group April 2011 Lisbon, Portugal COPPER The Project Pipeline Presented By: Glen Jones
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.
The Intierra Data Base >40,000 companies >3500 listed companies >41,000 global projects all size of projects all commodities
Assumptions All values in $ US Commodities where calculated can be primary or secondary
18,000 16,000 14,000 12,000 10,000 8,000 6,000 4,000 2,000 0 Top 10 Commodities Top 10 Commodities Number of Active Projects Gold Copper Silver Uranium Lead-Zinc Nickel Coal Iron Diamonds Platinum
Active Copper Projects Top Ten Countries Peru: 280 projects = 5% Chile: 286 projects = 5% Sweden: 119 projects = 2% China: 218 projects = 3% Philippines: 118 projects = 2% Argentina: 115 projects = 2% Canada: 2366 projects = 38% Mexico: 357 projects = 6% United States: 428 projects = 7% Australia: 1741 projects = 29%
Canada Australia United States Mexico Chile Peru China Philippines Sweden Argentina 25% 20% 15% 10% 5% 0 Copper Hotspots Total Projects Active Projects Percentage of Projects
Global Copper Projects
Grass Roots Copper
Exploration Copper
Advanced Exploration Copper
Pre-Feasibility/Scoping Copper
Feasibility Copper
Construction Copper
Operating Copper
Total Global Copper
Copper Drilling Drilling: Feeding the Copper Pipeline
Copper Drilling Projects January December 2010 460 January March 2010 161 January March 2011 213
Copper Drilling January to December 2010
Copper Drilling January to December 2010 Top 10 Countries Australia 141 Canada 118 United States 30 Mexico 20 Chile 14 Peru 14 Papua New Guinea 11 Botswana 9 Indonesia 8 Philippines 7
Copper Drilling January to December 2010 Status Projects % Exploration 215 47 Adv. Exploration 109 24 Pre-Feas/Scoping 59 13 Feasibility Study 32 7 Operating 28 6 Construction 15 3 Grass Roots 2 <1
Copper Drilling January to March 2010
Copper Drilling January to March 2011
Top 10 Countries Australia Canada United States Copper Drilling January to March 2011 58 51 14 Peru 10 Chile 9 Mexico Colombia Indonesia Papua New Guinea Argentina 9 6 5 5 4
Copper Drilling January to March 2011 Status Projects % Exploration 90 42 Adv. Exploration 62 29 Pre-Feas/Scoping 27 13 Feasibility Study 15 7 Operating 13 6 Construction 4 2 Grass Roots 2 1
The Project Pipeline
Global Gold Projects by Status Grass Roots (no drilling) 5544 36% Exploration (limited drilling) 4720 31% Advanced Exploration 2517 17% Pre-Feasibility/Scoping 555 4% Feasibility 433 3% Construction 185 1% Operating Mines 1189 8% Total 15,143 100%
Global Copper Projects by Status Grass Roots (no drilling) 2437 36% Exploration (limited drilling) 2275 33% Advanced Exploration 1040 15% Pre-Feasibility/Scoping 269 4% Feasibility 198 3% Construction 93 1% Operating Mines 519 8% Total 6,831 100%
Exploration Pipeline Comparison Early Late Gold 67% 23% Copper 69% 23% Silver 61% 27% Uranium 81% 16% Lead-Zinc 67% 24% Nickel 68% 23% Diamonds 79% 13% PGE s 70% 22%
New Mines
New Mining Projects 2011 2015 Year Annual kt Projects 2011 626 16 2012 1,760 22 2013 1,296 17 2014 974 8 2015 480 3 2011-2015 Total LOM Production: 66 Projects, 102,258 kt >2015 Total LOM Production: 55 Projects, 58,825 kt
New Mining Projects Production 2011 2015 - Top Countries Country Projects Annual kt LOM kt Peru 11 1,787 34,025 Chile 6 828 13,820 Canada 10 349 6,617 Afghanistan 1 260 4,160 Panama 1 250 7,500 Ecuador 2 239 4,780 Brazil 1 200 3,600 USA 4 195 3,765 Mongolia 1 191 11,460 Kazakhstan 2 105 1,300 Zambia 1 100 2,800
North America Future Production Copper Projects
South America Future Production Copper Projects
Asia Future Production Copper Projects
Australia Future Production Copper Projects
Africa Future Production Copper Projects
Europe Future Production Copper Projects
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