Bhp Group Ltd · ASX:BHP
Bhp — BHP Billiton — Conference Presentation (March 2018)
12 slides from Bhp's conference presentation, Mar 22, 2018
Slide 1: Global Iron Ore and Steel Forecast: Unlocking value across our portfolio
Global Iron Ore and Steel Forecast Unlocking value across our portfolio Edgar Basto, Asset President Western Australia Iron Ore 21 March 2018
Slide 2: Disclaimer: Forward-looking statements
Disclaimer Forward-looking statements This presentation contains forward-looking statements, including statements regarding: trends in commodity prices and currency exchange rates; demand for commodities; plans, strategies and objectives of management; closure or divestment of certain operations or
Slide 3: Key Themes
Key Themes Health and safety are core values and our highest priority Emerging Asia to drive steel demand Our focus on safety, culture and productivity support performance Promoting stability and driving improvement through innovation and work practices Partnering with our communities to Think Big E
Slide 4: Emerging Asia to drive long-term steel demand
Emerging Asia to drive long-term steel demand Global finished steel demand growth breakdown Map of new integrated steel plants2 (million tonnes finished steel) 1.7% CAGR Silk Road Economic Belt 3.1% CAGR 21st Century Maritime Silk Road WAIO Source: Platts; worldsteel; BHP analysis. BHP Iron Ore oper
Slide 5: Structural reform in China drives demand for quality ore
Structural reform in China drives demand for quality ore Low Grade fines type has grown faster than other ore types High grade ore currently remains in high demand Iron Ore Supply Delta to Platts 62% Fe Fines (% of total seaborne supply) (US cents/dmtu) 100% 60 40 80% 20 60% 0 40% -20 20% -40 0% -60
Slide 6: Unlocking value across our business
Unlocking value across our business South Flank sustaining volumes Port Hedland to support further productivity • Project scheduled to be submitted for Board approval mid-CY18 • On track to 290Mtpa run rate by end of FY19 • If approved, MAC will become world’s largest stand-alone iron • Flow on empl
Slide 7: Technology improves safety and productivity
Technology improves safety and productivity By 2025, our vision is to be fully integrated and highly automated from resource to market Improving safety Removing people from potential exposure to harmful situations • Full truck autonomy at Jimblebar has significantly reduced safety incidents Increasi
Slide 8: Continuous improvement culture drives performance
Continuous improvement culture drives performance… Frontline actively identifying improvement initiatives • 14% improvement in TRIF1 WAIO annualised run rate Unit cost4 • 26% increase in production2 (Iron ore production, Mtpa) (US$/t) 300 30 FY19 exit rate • 48% reduction in cost3 Q2 FY18 record run
Slide 9: ...and supports sustainable outcomes
.. and supports sustainable outcomes Standardising and simplifying our systems Case Study—Perth Repair Centre Radiator Overhaul • Standardised worksheets and documentation • 85% reduction in recordable injuries • Continuous engagement and reviewing of procedures • 50% reduction in task duration • De
Slide 10: Partnering with Western Australia to Think Big!
Partnering with Western Australia to Think Big! Payments to government Goods and services TOTAL 80% sourced locally $1.8 billion $1.5 $63.7 billion million in wages aid to our in contributions to workforce our host communities $2.8 billion Goods and services locally sourced Note: FY17 results, all A
Slide 11: Key Themes
Key Themes Health and safety are core values and our highest priority Emerging Asia to drive steel demand Our focus on safety, culture and productivity supports performance Promoting stability and driving improvement through innovation and work practices Partnering with our communities to Think Big
Slide 12: Signatures
SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized. BHP Billiton Limited and BHP Billiton Plc Date: March 21, 2018 By: /s/ Rachel Agnew Name: Rachel Agnew