{ "docId": "019de518-8941-73cd-91a0-762c20d5e4d0", "docSlug": "4f69ad5d42cf3f574d34efe94a5365b8", "documentTitle": "NioCorp | Results Presentation Deck | 45 slides", "authorId": "niocorp", "authorName": "NioCorp", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2024-09-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 17, "pageCount": 45, "prevPage": 16, "nextPage": 18, "slideType": "market_sizing", "function": "size_opportunity", "density": "overcrowded", "nDataPoints": 100, "notes": null, "elementsJson": null, "metadataConfidence": 0.9, "imagePath": null, "slideHref": "/slides/019de518-8941-73cd-91a0-762c20d5e4d0/17", "deckHref": "/decks/019de518-8941-73cd-91a0-762c20d5e4d0", "deckJsonHref": "/decks/019de518-8941-73cd-91a0-762c20d5e4d0.json", "deckAnchorHref": "/decks/019de518-8941-73cd-91a0-762c20d5e4d0#slide-17", "components": [ { "bbox": { "h": 0.31, "w": 0.59, "x": 0.03, "y": 0.57 }, "kind": "chart", "text": "Historic and Forecast Demand for Titanium Metal", "attrs": null, "subkind": "bar-stacked", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "e65b3331-6062-4123-aa55-9723e12215c8", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.24, "w": 0.28, "x": 0.347, "y": 0.203 }, "kind": "image", "text": "Primary Titanium Sponge Production Capacity", "attrs": null, "subkind": "map", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "3c7ea53b-9f64-4f34-85b7-c96ece2472d3", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.24, "w": 0.11, "x": 0.63, "y": 0.44 }, "kind": "list", "text": "Demand in commercial aviation\nProduction backlogs at Boeing underpin a significant portion of US demand for titanium metal and therefore titanium sponge.1", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "2f4ba525-33f1-4031-8b5a-4abb9fcf3d0a", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.24, "w": 0.11, "x": 0.86, "y": 0.44 }, "kind": "list", "text": "Extensive consumption of TiO₂ across multiple markets\nTitanium dioxide demand is expected to grow at 6.3% CAGR from 2023 to 2030.3", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "ad66547d-e6ca-4195-a0de-ae49f3b3614f", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.24, "w": 0.11, "x": 0.745, "y": 0.44 }, "kind": "list", "text": "Increased use in advanced military fighter jets\nFor example, the F-22 utilizes 9,000+ lbs. of titanium, comprising approximately 42% of the aircraft's weight.2", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "f035c6c3-e47f-48fc-b1c1-1e02ba62c671", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.09, "w": 0.297, "x": 0.052, "y": 0.29 }, "kind": "paragraph", "text": "Global markets for aerospace-grade titanium metal have tightened in recent years because of increased demand and supply chain pressures resulting from the Ukraine conflict with Russia, the world's largest supplier. The last titanium sponge plant in the US closed in 2020.", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "2c96fc74-beeb-4d8b-a486-daea588f2021", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.06, "w": 0.297, "x": 0.052, "y": 0.41 }, "kind": "paragraph", "text": "NioCorp plans to make titanium dioxide and/or TiO₂, a high-purity product used in the two largest titanium market segments: titanium dioxide pigments and titanium metal.", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "43131aef-4dc5-4193-a579-22820c1b6644", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.06, "w": 0.297, "x": 0.052, "y": 0.207 }, "kind": "paragraph", "text": "Demand for titanium metal is forecast to growth by a 6.8% CAGR between 2022 and 2030, driven primarily by increasing demand in defense and industrial segments.1", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "8bad2c98-f82a-4d39-858c-0d5d2a32489f", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.01, "w": 0.305, "x": 0.39, "y": 0.88 }, "kind": "source-note", "text": "Source: TiCl, Market Analysis, conducted for NioCorp by TZMI, 2023.", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "92c8e4f9-e142-451f-b4cc-60a04e6e0cce", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.04, "w": 0.39, "x": 0.447, "y": 0.93 }, "kind": "source-note", "text": "1 TIO, Market Analysis for NioCorp, performance by TZMI, 2023.\n2 Cotton, James D., et al. \"Titanium Alloys on the F-22 fighter airframe.\" Advanced Materials & Processes, vol. 160, no. 5, May 2002.\n3 Research and Markets, 2023.", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "9450f3a4-9382-474e-a845-4135463148b0", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.025, "w": 0.609, "x": 0.195, "y": 0.046 }, "kind": "title", "text": "TITANIUM: Tight Global Supply With Rising Demand + War in Europe", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "21382952-8903-4482-9a3d-8b000f225b56", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 18, "from": 13, "beatId": "e4cea11f-161f-467b-b0ad-55c8a62b9b2c", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Problem (Identify pain)", "beatSlug": "problem-agitate-solution-problem-identify-pain", "evidence": "Slides 13-18 highlight market constraints and supply risks for critical minerals.", "position": 0, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "loops": [ { "to": 18, "from": 13, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "31431302-8d18-4a1b-afc0-bf6d132991e4", "evidence": "The deck emphasizes the consequences of inaction through market constraints and supply risks.", "position": 0, "objective": "Highlight the risks of not addressing critical mineral supply constraints.", "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 }