Investor Presentaiton
Siviour Graphite Concentrate: Among the World's Lowest Cost Production
Graphite Concentrate DFS confirms lowest quartile OPEX, underpinning globally competitive PSG production.
USD per tonne
900
850
800
750
700
RENASCOR
RESOURCES
RENASCOR
RESOURCES
650
Notes:
Excludes capital repayments, sustaining capital and royalties
Different operations on the cost curve produce material with different flake and
mesh sizes and carbon content, and will not receive the same prices for all material
sold.
600
550
Siviour Stage 2 (Year 5-10)
DFS cost of US$325/t*
Siviour Stage 1 (Year 1-4)
DFS cost of US$345/t*
500
450
400
350
300
250
200
150
100
50
0
0
200,000
Mozambique Tanzania
400,000
600,000
China
800,000
China
1,000,000
1,200,000 1,400,000 1,600,000
1,800,000 2,000,000
2,200,000
Canada Mozambique Brazil
China
Tanzania
2,400,000 2,600,000
China Australia
Madagascar
Madagascar
Madagascar
Tanzania
Namibia
Brazil
Madagascar
Brazil
Canada
Canada
Mozambique
Canada
Madagascar
Mozambique
Madagascar Madagascar
Vietnam Mozambique
Tanzania
Mozambique Tanzania
China
Russia
Ukraine
China India
India India
* Costs provided by Renascor from the Siviour DFS document. The cost assessment from the Siviour DFS may not use the
same methodology as the Benchmark Minerals cost model.
Source: Benchmark Mineral Intelligence.
Renascor Resources Ltd | ASX: RNU
2,800,000 3,000,000
Norway
Canada
Sweden
United States of America
Brazil
Australia
renascor.com.au
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