{ "docId": "019de514-1b2b-7332-964b-2ced22bab04f", "docSlug": "f3fca7777e7021f198bb660e7bdcf533", "documentTitle": "NioCorp | SPAC Presentation Deck | 46 slides", "authorId": "niocorp", "authorName": "NioCorp", "documentKindSlug": "pitchdeck", "documentKindLabel": "Pitch deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2022-09-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 14, "pageCount": 46, "prevPage": 13, "nextPage": 15, "slideType": "market_sizing", "function": "size_opportunity", "density": "overcrowded", "nDataPoints": 20, "notes": null, "elementsJson": null, "metadataConfidence": 0.9, "imagePath": null, "slideHref": "/slides/019de514-1b2b-7332-964b-2ced22bab04f/14", "deckHref": "/decks/019de514-1b2b-7332-964b-2ced22bab04f", "deckJsonHref": "/decks/019de514-1b2b-7332-964b-2ced22bab04f.json", "deckAnchorHref": "/decks/019de514-1b2b-7332-964b-2ced22bab04f#slide-14", "components": [ { "bbox": { "h": 0.41, "w": 0.49, "x": 0.034, "y": 0.45 }, "kind": "chart", "text": "Historical global consumption and forecast demand for magnet rare earth oxides by end-use category. Years 2015-2035. Tonnes on Y-axis. Categories: Automotive, Consumer Electronics, Wind Power, Industrial Applications, Miscellaneous.", "attrs": {}, "subkind": "area-stacked", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "2b37ed80-4155-4245-883a-303b2464aa88", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.079, "w": 0.08, "x": 0.76, "y": 0.204 }, "kind": "image", "text": null, "attrs": {}, "subkind": "illustration", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "5e161f21-bb62-43ec-a268-3c3a409ea212", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.079, "w": 0.08, "x": 0.649, "y": 0.204 }, "kind": "image", "text": null, "attrs": {}, "subkind": "illustration", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "6689d992-afc2-4760-8225-2578bae847ff", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.079, "w": 0.08, "x": 0.871, "y": 0.204 }, "kind": "image", "text": null, "attrs": {}, "subkind": "illustration", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "f799d90a-78a0-4a04-9579-c4432c5cd482", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.06, "w": 0.11, "x": 0.029, "y": 0.89 }, "kind": "image", "text": "NioCorp Critical Mineral Security", "attrs": {}, "subkind": "logo", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "bb4811a0-7a16-4500-8c25-c9cebcd55d96", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.04, "w": 0.51, "x": 0.06, "y": 0.19 }, "kind": "list", "text": "NioCorp is currently conducting technical and economic analyses on the potential addition to its planned product suite of three magnetic rare earth oxides: NdPr, Dy, and Tb.", "attrs": {}, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "50a8ad8e-9688-40be-80c2-b285b7a36e47", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.04, "w": 0.51, "x": 0.06, "y": 0.328 }, "kind": "list", "text": "Global REE markets are forecast to under-produce NdPr, Dy, and Tb oxides from 2022 onward unless significant new supplies are brought online.1", "attrs": {}, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "7267f8f4-7c8f-4436-ad0e-fcb2bd387244", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.04, "w": 0.51, "x": 0.06, "y": 0.259 }, "kind": "list", "text": "Global magnetic REE oxide consumption value is forecast to increase 3X by 2035, from US$15.1 billion in 2022 to US$46.2 billion by 2035.1", "attrs": {}, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "f114c313-69c2-449d-9482-bcba863e6d7f", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.38, "x": 0.082, "y": 0.41 }, "kind": "paragraph", "text": "Historical global consumption and forecast demand for magnet rare earth oxides by end-use category", "attrs": {}, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "5b1af948-54b5-43c3-b8da-6213a4dbaf1a", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.101, "x": 0.861, "y": 0.37 }, "kind": "paragraph", "text": "Shortages of rare earth alloys for magnets forecast to be equal to one-third of the total market by 20351", "attrs": {}, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "6666a7ae-8b45-4c99-a0c1-07e4a64170e0", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.101, "x": 0.639, "y": 0.293 }, "kind": "paragraph", "text": "GHG reductions driven by greater use of electric vehicles and other tech.", "attrs": {}, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "6f50667c-983b-46f8-b6b1-c316ef8afc5c", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.101, "x": 0.639, "y": 0.37 }, "kind": "paragraph", "text": "Demand for magnetic rare earths is expected to grow by more than 150% from 2020 to 20301", "attrs": {}, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "701eb917-6ce6-4258-b290-315fb0289508", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.101, "x": 0.861, "y": 0.293 }, "kind": "paragraph", "text": "Acute global supply shortages of magnetic REEs are forecast", "attrs": {}, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "8ebe7653-242b-4895-8489-c91e82faec17", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.038, "w": 0.101, "x": 0.75, "y": 0.37 }, "kind": "paragraph", "text": "Demand expected to grow at 13.0% CAGR by 20351", "attrs": {}, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "b4adda50-d4fe-4111-8d35-4d36c88be40a", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.04, "w": 0.339, "x": 0.634, "y": 0.77 }, "kind": "paragraph", "text": "Subject to further studies and ongoing analysis on the economic viability of extracting REEs after taking account of all relevant factors", "attrs": {}, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "d6e9bf9f-c27c-4187-95df-12b78da51ec4", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.063, "w": 0.101, "x": 0.75, "y": 0.293 }, "kind": "paragraph", "text": "Demand for direct drive and hybrid drive wind turbines requires significant REE volumes", "attrs": {}, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "e4cd3cf2-5d65-4083-be77-8347dd8f195d", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.038, "w": 0.167, "x": 0.45, "y": 0.849 }, "kind": "paragraph", "text": "Automotive market requires significant REEs with EV traction expected to drive a 14.1% CAGR1", "attrs": {}, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "fe2861e9-76ad-4bb8-8e94-418ff4545c14", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.025, "w": 0.285, "x": 0.67, "y": 0.925 }, "kind": "source-note", "text": "1 \"Rare Earth Magnet Market Outlook to 2035,\" Adamas Intelligence, 2022. All REE calculations carried on an elemental basis.", "attrs": {}, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "2343e425-24ed-4c1c-8fcb-6522628d77a5", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.41, "w": 0.167, "x": 0.45, "y": 0.402 }, "kind": "table", "text": "Growth Rates for Magnetic REE Consumption by Sector from 2022 -> 20351. Sector, CAGR. Retail and Commercial EV Traction Motors, 14.0%. Direct drive and hybrid drive wind power generators, 13.0%. Automotive micromotors, sensors, and car speakers, 4.9%. Industrial motors, pumps, generators, robotics, 4.2%. Electronics, appliances, power tools, 4.1%. All other uses, 12.6%.", "attrs": {}, "subkind": "data", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "7eedfed8-3671-43b0-b24c-b2ea1ee8080c", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.026, "w": 0.64, "x": 0.179, "y": 0.04 }, "kind": "title", "text": "MAGNETIC RARE EARTHS: Global Demand to Grow 3X by 20351", "attrs": {}, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "2056a04d-9275-4e13-8f32-d75b4db344a0", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.319, "x": 0.634, "y": 0.152 }, "kind": "title", "text": "Global Magnetic REE Demand Drivers", "attrs": {}, "subkind": "subtitle", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "cde956d2-9468-4233-84af-c76d46a488ba", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.306, "x": 0.059, "y": 0.137 }, "kind": "title", "text": "Magnetic Rare Earth Elements", "attrs": {}, "subkind": "subtitle", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "d62b5c33-e497-4bcc-b8e2-ce47d4c559b7", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 14, "from": 12, "beatId": "e4dfebbf-78aa-4454-b0d6-aa6890460874", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Market Size", "beatSlug": "sequoia-pitch-market-size", "evidence": "The deck presents market sizing for niobium, scandium, and magnetic rare earths on slides 12-14.", "position": 2, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "loops": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }