Bhp Group Ltd · ASX:BHP
Bhp — Bank of America Metals, Mining and Steel Conference 2021
16 slides from Bhp's conference presentation, May 18, 2021
Slide 1: News Release: Bank of America Metals, Mining and Steel Conference
NEWS RELEASE Release Time IMMEDIATE For personal use only Date 18 May 2021 Release Number 06/21 Bank of America Metals, Mining and Steel Conference BHP CEO, Mike Henry, will present at the Bank of America Metals, Mining and Steel Conference today. A copy of the presentation and speech are attached.
Slide 2: Authorised for lodgement and contacts
Authorised for lodgement by: Stefanie Wilkinson Group Company Secretary Media Relations Investor Relations For personal use only Email: media.relations@bhp.com Email: investor.relations@bhp.com Australia and Asia Australia and Asia Gabrielle Notley Tara Dines Tel: +61 3 9609 3830 Mobile: +61 411 071
Slide 3: Bank of America Metals, Mining and Steel Conference
For personal use only Bank of America Metals, Mining and Steel Conference 18 May 2021
Slide 4: Positioned for the future
BHP INVESTOR Positioned for the future Thank you. It’s great to have the opportunity to join you again. Just before I turn to the main topics I am going to speak to today, I want to start by saying how pleased I am with how the company is performing. For personal use only We are safer and delivering
Slide 5: Supply needs for growth and the energy transition
BHP INVESTOR The world is going to need more supply of some commodities in order to continue to grow and to make the transition to cleaner energy. The level of global effort, innovation and coordination to limit warming to 1.5 degrees is massive. However, the commitment and intention for the future
Slide 6: Decarbonising operations and value chain
BHP INVESTOR Beyond greening our electricity supplies, we will decarbonise our mining equipment, through displacing diesel. This is a much more complex task but we are partnering with industry and equipment manufacturers to drive this transition. Outside our operations, we are working with others in
Slide 7: Positioned for the future
For personal use only Positioned for the future Mike Henry Chief Executive Officer 18 May 2021
Slide 8: Disclaimer
Disclaimer For personal use only Forward-looking statements This presentation contains forward-looking statements, including statements regarding: trends in commodity prices and currency exchange rates; demand for commodities; production forecasts; plans, strategies and objectives of management; ass
Slide 9: Creating value for the long term
Creating value for the long term Economic growth and the energy transition represent significant opportunity for BHP For personal use only Our commodities are essential to global economic growth and the energy transition ~4x as much nickel ~2x as much copper BHP will do best in a transition to a wor
Slide 10: For personal use only
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Slide 11: A compelling outlook for value
A compelling outlook for value Encouraging signs of recovery and renewal in the near term; major inflection points beckon beyond that For personal use only Policy makers Fears of Growth & inflation Synchronised Macro environment remain growth austerity and expectations upswing focused deflation rece
Slide 12: BHP benefits from more rapid decarbonisation
BHP benefits from more rapid decarbonisation As decarbonisation accelerates the world will require more copper, nickel, potash and steel For personal use only 1.5°C Scenario1 Cumulative demand in the next 30 years compared to the last 30 years (%) Central Energy View Lower Carbon View 400 Climate Cr
Slide 13: Capitalising on opportunities
Capitalising on opportunities Reliably and sustainably producing the high quality commodities needed by the world For personal use only Safer, more reliable with higher margin Portfolio well positioned to protect and grow value Strong free cash flow and balance sheet High shareholder returns Escondi
Slide 14: We are committed to sustainability leadership
We are committed to sustainability leadership Resources are essential for global economic growth and the energy transition For personal use only Environmental accountability Creating Social value Leading Governance practices All the while remaining accountable. Committed to material positive impact
Slide 15: Footnotes
Footnotes 1. Slide 3 and 6: Represents cumulative demand in the next 30 years compared to the last 30 years. Nickel and copper demand references primary metal. Figures refer to BHP’s 1.5°C Scenario. BHP’s scenarios are outlined in the Climate Change Report 2020. Source: BHP, Vivid Economics. For per
Slide 16: For personal use only
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