{
  "docId": "019de517-df30-7558-9666-266031d7f8a3",
  "docSlug": "9181f9803d76741ac9177b44ecb159fc",
  "documentTitle": "NioCorp | Investor Presentation Deck | 48 slides",
  "authorId": "niocorp",
  "authorName": "NioCorp",
  "documentKindSlug": "pitchdeck",
  "documentKindLabel": "Pitch deck",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2024-01-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 14,
  "pageCount": 48,
  "prevPage": 13,
  "nextPage": 15,
  "slideType": "market_sizing",
  "function": "size_opportunity",
  "density": "overcrowded",
  "nDataPoints": 15,
  "notes": null,
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de517-df30-7558-9666-266031d7f8a3/14",
  "deckHref": "/decks/019de517-df30-7558-9666-266031d7f8a3",
  "deckJsonHref": "/decks/019de517-df30-7558-9666-266031d7f8a3.json",
  "deckAnchorHref": "/decks/019de517-df30-7558-9666-266031d7f8a3#slide-14",
  "components": [
    {
      "bbox": {
        "h": 0.299,
        "w": 0.508,
        "x": 0.04,
        "y": 0.51
      },
      "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": "bar",
        "data_series": [
          {
            "name": "Bloom Energy (SOFCs)",
            "values": [
              15,
              25,
              38,
              48,
              60,
              70
            ]
          },
          {
            "name": "Aerospace",
            "values": [
              5,
              7,
              10,
              12,
              15,
              20
            ]
          },
          {
            "name": "Industrial",
            "values": [
              3,
              5,
              7,
              9,
              12,
              15
            ]
          },
          {
            "name": "Other",
            "values": [
              2,
              3,
              4,
              5,
              6,
              12
            ]
          }
        ]
      },
      "subkind": "bar-stacked-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a40f0c27-5362-42f7-8547-d8d9c1f0060c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.09,
        "w": 0.09,
        "x": 0.64,
        "y": 0.268
      },
      "kind": "image",
      "text": null,
      "attrs": {},
      "subkind": "illustration",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "5c24f4a2-adfd-446d-852f-28770bf50256",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.09,
        "w": 0.09,
        "x": 0.896,
        "y": 0.268
      },
      "kind": "image",
      "text": null,
      "attrs": {},
      "subkind": "illustration",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "73e245d3-df1b-4ea5-a4ba-925cff21d0b0",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.09,
        "w": 0.09,
        "x": 0.768,
        "y": 0.268
      },
      "kind": "image",
      "text": null,
      "attrs": {},
      "subkind": "illustration",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "756b0e03-4b1b-45cc-bd66-adfb9525703f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.12,
        "x": 0.034,
        "y": 0.88
      },
      "kind": "image",
      "text": "NioCorp\nCritical Mineral Security",
      "attrs": {},
      "subkind": "logo",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "1e84c24d-e8c5-48d6-8efe-d0e0f4195a04",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.19,
        "w": 0.11,
        "x": 0.758,
        "y": 0.457
      },
      "kind": "list",
      "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": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "10f2bc64-6758-4eb2-8ede-a9ded16f7b5d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.19,
        "w": 0.11,
        "x": 0.886,
        "y": 0.457
      },
      "kind": "list",
      "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": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "818c0bd7-6680-47ce-957e-5e7b816701cb",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.19,
        "w": 0.11,
        "x": 0.63,
        "y": 0.457
      },
      "kind": "list",
      "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": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "91dfc017-bf91-4111-ba1f-c71e165fbff1",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.289,
        "w": 0.51,
        "x": 0.034,
        "y": 0.194
      },
      "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\nMomentum building in the market, with new pilot production from Rio Tinto² and planned production from others.\nPotential 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": "921db66c-62bf-4cad-bdb7-15ca0fae52a1",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.01,
        "w": 0.182,
        "x": 0.366,
        "y": 0.848
      },
      "kind": "source-note",
      "text": "Source: ONG Commodities Ltd., 2021",
      "attrs": {},
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "655c8904-b0a2-42ad-960b-44b3618284f6",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.049,
        "w": 0.32,
        "x": 0.596,
        "y": 0.917
      },
      "kind": "source-note",
      "text": "¹ ONG Commodities Ltd.\n² Rio Tinto.\n³ Advanced Casting Research Center.\n⁴ Company estimate.\n⁵ Aluminum International Today, Jan. 25, 2022.\n⁶ EA Global EV Outlook 2022.",
      "attrs": {},
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "6e7a263b-1591-4314-b228-e4d51a8c9d77",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.028,
        "w": 0.75,
        "x": 0.175,
        "y": 0.04
      },
      "kind": "title",
      "text": "SCANDIUM: Limited Current Supply But Very Large Latent Demand",
      "attrs": {},
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "cf7e8be1-6820-459c-a93b-2211fc76dfcd",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.102,
        "x": 0.034,
        "y": 0.139
      },
      "kind": "title",
      "text": "Scandium",
      "attrs": {},
      "subkind": "subtitle",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a7cdb468-cdd5-4c88-ae9e-d3b83bda197d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.016,
        "w": 0.27,
        "x": 0.649,
        "y": 0.189
      },
      "kind": "title",
      "text": "Global Scandium Demand Drivers",
      "attrs": {},
      "subkind": "subtitle",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b4348571-06aa-4c31-aeef-5979fc54941e",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 16,
      "from": 13,
      "beatId": "23dff615-27d8-451b-a168-bd84da6fe31f",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Market Sizing",
      "beatSlug": null,
      "evidence": "The deck provides market sizing information for various critical minerals.",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": null,
      "parentBeatSlug": null
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}