{
  "docId": "019de517-7184-72d5-8ca4-13d607e30574",
  "docSlug": "5f390978cba8e3185f8d9aa35b002428",
  "documentTitle": "NioCorp | Investor Presentation Deck | 47 slides",
  "authorId": "niocorp",
  "authorName": "NioCorp",
  "documentKindSlug": "pitchdeck",
  "documentKindLabel": "Pitch deck",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2023-11-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 13,
  "pageCount": 47,
  "prevPage": 12,
  "nextPage": 14,
  "slideType": "market_sizing",
  "function": "size_opportunity",
  "density": "overcrowded",
  "nDataPoints": 10,
  "notes": null,
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de517-7184-72d5-8ca4-13d607e30574/13",
  "deckHref": "/decks/019de517-7184-72d5-8ca4-13d607e30574",
  "deckJsonHref": "/decks/019de517-7184-72d5-8ca4-13d607e30574.json",
  "deckAnchorHref": "/decks/019de517-7184-72d5-8ca4-13d607e30574#slide-13",
  "components": [
    {
      "bbox": {
        "h": 0.02,
        "w": 0.31,
        "x": 0.625,
        "y": 0.18
      },
      "kind": "callout",
      "text": "Global Scandium Demand Drivers",
      "attrs": {},
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b4873ffb-4a07-4934-ae83-5af8cf10830d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.301,
        "w": 0.505,
        "x": 0.039,
        "y": 0.519
      },
      "kind": "chart",
      "text": "Base Case: Global Scandium Demand, Unconstrained by Supply Availability\n117 tpa\n2021 2022 2023 2024 2025 2026\nBloom Energy (SOFCs) Aerospace Industrial Other",
      "attrs": {
        "chart_type": "stacked bar"
      },
      "subkind": "bar-stacked-100pct",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "802d4451-cb64-4a8e-aac6-21f013706ac2",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.65,
        "w": 0.11,
        "x": 0.625,
        "y": 0.23
      },
      "kind": "image",
      "text": "Increasing focus on lighter-weight and more fuel efficient commercial jets\nApproximately $2M of scandium in a single airliner offers an estimated $27M million of net present value in fuel savings.4",
      "attrs": {},
      "subkind": "illustration",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "92983c55-59b5-4cf3-a934-489a1d1d13ee",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.65,
        "w": 0.11,
        "x": 0.855,
        "y": 0.23
      },
      "kind": "image",
      "text": "Weight reduction in EV components is a high priority for automakers.\nIEA forecast 25% CAGR growth in demand for EVs to 2030.6",
      "attrs": {},
      "subkind": "illustration",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "993eb87c-2bff-48cb-9436-358c90c74e92",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.65,
        "w": 0.11,
        "x": 0.74,
        "y": 0.23
      },
      "kind": "image",
      "text": "Development of lighter-weight and more fuel efficient railway cars and large transport\nOne of the world's largest aluminum companies has already produced Al-Sc alloy rail hopper cars.5",
      "attrs": {},
      "subkind": "illustration",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "dde231b9-5730-4358-9bad-dee140887d8d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.12,
        "x": 0.029,
        "y": 0.88
      },
      "kind": "image",
      "text": "NioCorp\nCritical Mineral Security",
      "attrs": {},
      "subkind": "logo",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "95146f8a-709f-4391-a885-8feb63d581eb",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.51,
        "x": 0.034,
        "y": 0.323
      },
      "kind": "list",
      "text": "Momentum building in the market, with new pilot production from Rio Tinto² and planned production from others.",
      "attrs": {},
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "30360cc3-f189-457b-a630-b7333b770d4e",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.19,
        "x": 0.77,
        "y": 0.913
      },
      "kind": "list",
      "text": "4 Company estimate.\n5 Aluminum International Today, Jan. 25, 2022.\n6 EA Global EV Outlook 2022.",
      "attrs": {},
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3554036a-f009-4f9a-a5d8-5d0e60d9169d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.51,
        "x": 0.034,
        "y": 0.38
      },
      "kind": "list",
      "text": "Potential in EV/Automotive: Net pounds of aluminum per light duty vehicle is forecast to increase from 459 lbs. in 2020 to 570 lbs. in 2030,³ representing a large potential for scandium use in aluminum-scandium alloys, even at low overall penetration; just 10% of this volume using 0.1% scandium would mean 700 tons/year scandium demand.¹",
      "attrs": {},
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "7085eba8-0f63-4207-95f2-9c83b86555da",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.11,
        "w": 0.51,
        "x": 0.034,
        "y": 0.197
      },
      "kind": "list",
      "text": "Forecast demand (117 tpy by 2026) greatly exceeds current supply (25 tonnes/year)¹ and exceeds NioCorp's potential annual scandium production.\nSolid oxide fuel cell use of Scandium (≈22 tpy) forecast to grow at 23% CAGR¹\nAerospace + industrial use in 2022 (≈5 tpy) forecast to reach 50tpy over next 5 years¹",
      "attrs": {},
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "adbf833e-b3d3-4990-a91e-2f3588906af8",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.14,
        "x": 0.594,
        "y": 0.913
      },
      "kind": "list",
      "text": "1 ONG Commodities Ltd.\n2 Rio Tinto.\n3 Advanced Casting Research Center.",
      "attrs": {},
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ee02428b-1a30-46b8-9b3a-32a8e0a60013",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.01,
        "w": 0.18,
        "x": 0.365,
        "y": 0.849
      },
      "kind": "source-note",
      "text": "Source: ONG Commodities Ltd., 2021",
      "attrs": {},
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "9beba09b-88c9-4504-b5af-a098d33eb270",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.026,
        "w": 0.654,
        "x": 0.174,
        "y": 0.044
      },
      "kind": "title",
      "text": "SCANDIUM: Limited Current Supply But Very Large Latent Demand",
      "attrs": {},
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "46f88124-3d64-413c-afcb-dfd3a9277e76",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.019,
        "w": 0.102,
        "x": 0.034,
        "y": 0.139
      },
      "kind": "title",
      "text": "Scandium",
      "attrs": {},
      "subkind": "subtitle",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c140dd29-bbcc-4c87-a46c-083ecd7d2071",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 14,
      "from": 12,
      "beatId": "281ed721-e7fd-4b38-a7ea-615c95647769",
      "arcName": "Problem-Agitate-Solution",
      "arcSlug": "problem-agitate-solution",
      "beatName": "Agitate (Make it worse)",
      "beatSlug": "problem-agitate-solution-agitate-make-it-worse",
      "evidence": "The deck agitates the problem by highlighting the critical supply risk and growing demand",
      "position": 1,
      "confidence": 0.8,
      "parentBeatName": "Development",
      "parentBeatSlug": "development"
    }
  ],
  "loops": [
    {
      "to": 14,
      "from": 10,
      "name": "Cost Of Inaction",
      "slug": "27-cost-of-inaction",
      "bestFor": "Urgent budget requests, compliance, risk mitigation",
      "matchId": "69e77ed7-7bb7-4b8f-a090-082f6aa7be1f",
      "evidence": "The deck highlights the growing demand and supply constraint, emphasizing the cost of inaction",
      "position": 0,
      "objective": "Highlight the cost of inaction and the need for NioCorp's solution",
      "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
      "confidence": 0.7,
      "description": "Quantify what happens if the audience does nothing"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}