Fortescue Ltd · ASX:FMG
Fortescue — Fortescue Metals Group — Metal Bulletin's Australian Iron Ore Conference 2008
12 slides from Fortescue's conference presentation, Nov 25, 2008
Slide 1: The New Force in Iron Ore
Fortescue Metals Group For personal use only Metal Bulletin's Australian Iron Ore Conference 25 November 2008 The New Force in Iron Ore Fortescue Metals Group Ltd DISCLAIMER Important Notice The purpose of this presentation is to provide general information about Fortescue Metals Group Ltd ("Fortesc
Slide 2: China and India Urbanisation
China and India Urbanisation For personal use only Combined Chinese and Indian urbanisation rates per 35 year 30 India 25 China million people 20 15 10 5 0 2005-10f 2010-15f 2015-20f 2020-25f 2025-30f 2030-35f 2035-40f 2040-45f 2045-50f 1950-55 1955-60 1960-65 1965-70 1970-75 1975-80 1980-85 1985-90
Slide 3: Chinese Iron Ore Demand
Chinese Iron Ore Demand For personal use only 90 Growth rate slowed in 2007-08 80 70 Mt) Monthly ROM Production (M 60 Strong production growth 2004-06 50 40 30 M 20 10 0 Jan-02 Jan-03 Jan-04 Jan-05 Jan-06 Jan-07 Jan-08 May-02 Sep-02 May-03 Sep-03 May-04 Sep-04 May-05 Sep-05 May-06 Sep-06 May-07 Sep-
Slide 4: China requires Australia to recover Market Share
China requires Australia to recover Market Share Chinese Imports by Source For personal use only 80.00% Infrastructure constraints limits 70.00% Australia, leads to falling market share 60.00% 50.00% Aust Brazil 40.00% India S.Africa 30.00% Others 20.00% 10.00% 0.00% est Year Source: Tex Report; FMG
Slide 5: FMG Pilbara Holdings Dwarfs Others
FMG Pilbara Holdings Dwarfs Others For personal use only FMG – 52,000 sq. km, Rio – 11,000 sq. km, (Robe 5,000 sq.km) BHP – 6,500 sq. km Project pipeline underpinned by geology • The largest bedrock hosted iron ore discovery in Australia • Over 1.6billion tonnes of reserves defined • New exploration
Slide 6: Hamersley Group Stratigraphy and Fortescue Facts
BHPB Hamersley Group Stratigraphy reference section Mt Whaleback – Regional For personal use only Macroband Lateral Continuity Type outcrop – Wittenoom Gorge Hamersley Iron Brockman 2 reference section Tom Price 4W Gorge Ophthalmia Range vertical scale ~ 50 m Fortescue Facts Company started in July
Slide 7: Proven Track Record in Project Management
Proven Track Record in Project Management For personal use only From Concept To Reality Fortescue Mine Site - 2006 Fortescue Mine Site - 2008 FMG built its major Fortescue Rail Site - 2007 Fortescue Rail Site - 2008 infrastructure faster than any other mining company has ever done before Fortescue P
Slide 8: State-of-the-art Rail and Port operations
State-of-the-art Rail operations For personal use only Target - Lowest cost transport in the Pilbara Rail • Clean sheet design captures best of existing technology and takes it to the next step: – Bigger carrying capacity – Electronic braking system – Aerodynamics • 40 tonne axle loads • Low centre
Slide 9: Expansion Map
Expansion Map For personal use only Port Hedland Point Samson Dampier LEGEND FMG Tenements Ore Processing Plant FMG Rail Glacier Valley Glacier Valley Other Rail FMG Rail Extension FMG Kennedy Rail Flinders Flinders Solomon Solomon White Knight White Knight Cloud Break Ch i t Christmas Creek C k Eli
Slide 10: Project Pipeline development areas
Surface miners hard at work For personal use only Project Pipeline development areas will create a large iron ore export operation FMG Chichester project Western CID Southern Pilbara Eastern Pilbara 10
Slide 11: A massive footprint - inbuilt expansion capacity
A massive footprint - inbuilt expansion capacity For personal use only 160+ Mtpa Anderson Point 5 x Cape size 3 x Rail Loop 3 x Train Unloader 160+ Mtpa stock yard expandable to 200+mtpa 11
Slide 12: For personal use only
For personal use only For regular email alerts register online at www.fmgl.com.au f l 12
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