Fortescue Ltd · ASX:FMG
Fortescue — Fortescue Metals Group — AustCham Keynote Presentation (January 2020)
19 slides from Fortescue's conference presentation, Jan 15, 2020
Slide 1: Strong relationships for a shared future
For personal use only Strong relationships for a shared future Elizabeth Gaines Chief Executive Officer 15 January 2020 Global force Thriving communities
Slide 2: Important Notice
Important Notice The purpose of this presentation is to provide general information about Fortescue Metals Group Ltd ("Fortescue"). It is not recommended that any person makes any investment decision in relation to Fortescue based on this presentation. This presentation contains certain statements w
Slide 3: FMG's journey
For personal use only FMG’s journey FMG recognised the importance of building relationships in China from the outset 3
Slide 4: A world class company
For personal use only A world class company >1.3 billion tonnes shipped ~170 mtpa Core supplier to China Low cost producer 4
Slide 5: Building strong relationships with China
Building strong relationships with China For personal use only WA companies have forged strong connections with China WA accounts for 43% China represents 50% of Australian exports of WA’s export market WA exports to China of China is WA’s largest $81.4 billion in 2018-19 import market WA China Trad
Slide 6: Valued and longstanding relationships
Valued and longstanding For personal use only relationships Built on multifaceted approach Supplier Procurement First shipment Over US$1 billion to China in 2008 procured from China Investment and Academic, policy financing arrangements and social engagement 7
Slide 7: Global steel production
Global steel production For personal use only Continued urbanisation driving demand for steel Global Share of Iron Ore Exports (2019) Share of World Crude Steel Production (2019 January-November) 13% 18% 2% 3% 4% 8% 54% 55% 4% 5% 22% 5% 6% Australia Brazil South Africa Canada Ukraine Rest of World C
Slide 8: Building our business for long term success
For personal use only Building our business for long Fully integrated supply chain FMG Shanghai Trading term success Integrated Investment operations and marketing in growth Underpinned byour culture and values Innovation and energy World class agenda exploration 9
Slide 9: Fully integrated supply chain
Fully integrated supply chain For personal use only Integral to our ability to deliver to our customers 10
Slide 10: FMG Shanghai Trading entity
FMG Shanghai For personal use only Trading entity Enhanced sales channel supporting FMG’s marketing strategy of direct customer engagement Established in April 2019 to provide greater flexibility Customers have greater choice: • Purchase in smaller lot sizes • Renminbi • Multiple regional ports • Ex
Slide 11: Direct customer engagement driving deep market insights
For personal use only Direct customer engagement driving deep market insights Integrated operations Co-location of key decision makers enabling rapid and response to market trends marketing Agile product mix adjustments to meet customers’ needs Collaborative operations and marketing to optimise mark
Slide 12: Driving growth through investment in new projects
Driving growth through investment in new projects For personal use only Underpinning the purposefully designed breadth of FMG’s product offering 13
Slide 13: Integrated remote operations centre
For personal use only Integrated remote operations centre Innovation agenda World first AHS on commercial scale Driving safety, productivity and Industrial efficiency autonomous mobility trial 14
Slide 14: Energy and technology opportunities
Energy and technology For personal use only opportunities Achieving national and global climate change goals Practical solutions Hydrogen as future to reduce emissions source of energy Chichester Solar Gas Collaboration Hybrid Project with customers 15
Slide 15: World class exploration
World class exploration For personal use only Opportunities driven by market demand Pilbara Largest tenement holder Australia NSW ~3,000km2 tenure SA ~15,000km2 tenure South America Ecuador, Argentina, Colombia 16
Slide 16: Communities benefit from our growth and development
For personal use only Communities Setting high benefit from standards our growth and Safeguarding the environment development Creating positive social change 17
Slide 17: Our Vision and Values
Our <Vision <The safest, lowest « “cost, most profitable —mining company. (©) “Fortescue’s Values =e 18
Slide 18: China relationship integral to shared prosperity
For personal use only China relationship integral to shared prosperity The China next relationship integral to shared decade prosperity of Building our business for long opportunities term success Building our business for the long term success Positioning FMG for growth Positioning FMG for growth 1
Slide 19: For personal use only
For personal use only www.fmgl.com.au FortescueNews
Fortescue Metals Group — AustCham Keynote Presentation (January 2020) on 6ix