Bhp Group Ltd · ASX:BHP
Bhp — BHP Billiton — Barclays CEO Energy and Power Conference 2012
37 slides from Bhp's conference presentation, Sep 5, 2012
Slide 1: Form 6-K cover page
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934 September 5, 2012 BHP BILLITON LIMITED BHP BILLITON PLC (ABN 49 004 028 077) (REG. NO. 3196209) (Exact name of
Slide 2: Resourcing the future - Barclays CEO Energy and Power Conference
Barclays J. 4Chief resourcing bhpbilliton September Michael Executive, CEO Yeager the2012 future Energy BHP & Billiton PowerPetroleum Conference
Slide 3: Disclaimer
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Slide 4: Agenda: Corporate overview
resourcing bhpbilliton Corporate Agenda Petroleum Conventional Onshore FY13 Exploration J. Slide Michael 3outlook USoverview overview Yeager, the shale business future Chief Executive, BHP Billiton Petroleum, 4 September 2012
Slide 5: BHP Billiton: a diversified global producer
resourcing bhpbilliton Produce One A Operations EKATI Olympic Aluminium Petroleum Offices Base Diamonds Uranium Iron Metallurgical Manganese Energy Project 1. J. Slide Michael diversified significant global BHPOre of Metals 4 the and Coal Diamond Billiton and producer Dam and Yeager, the world’s pro
Slide 6: FY12 results across four large businesses
resourcing bhpbilliton Four Iron FY12 Underlying Net Dividend Petroleum Base Metallurgical J. Slide Michael Operating Ore large Metals 5Corporate per Underlying businesses, Yeager, the EBIT share Coal future Cash Results US$27.2 Chief US Flow including EBIT 112 Executive, US$24.4 billion cents US$6.
Slide 7: Agenda: Petroleum overview
resourcing bhpbilliton Corporate Agenda Petroleum Conventional Onshore FY13 Exploration J. Slide Michael 6outlook USoverview overview Yeager, the shale business future Chief Executive, BHP Billiton Petroleum, 4 September 2012
Slide 8: Petroleum business growth over the past five years
resourcing bhpbilliton A (BHP Volumes 700 0F 100 200 300 400 500 600 Shale –In Proved Total Source: J. Slide Y07 Volumes Workforce Underlying Michael continuously the Conventional resource 7Billiton FY08 past reserves BHPYeager, five grown the FY09 population Billiton EBIT net base future years: gro
Slide 9: World class portfolio
resourcing bhpbilliton World Onshore ~270 Eagle Gulf Haynesville Fayetteville Permian ~90 Mad Atlantis Neptune Shenzi International Trinidad Pakistan Algeria UK ~215 Australia North Bass Production Minerva Stybarrow Pyrenees J. Slide Michael Mboe/d of Dog Strait Mboe/d 8Ford West class Mexico US and
Slide 10: Outstanding safety performance
resourcing bhpbilliton Outstanding Conventional (Total 9876543210F 10 TRIF 1. Source: Best New Now Goal J. Slide Y06 Michael International ever US is embedding 9IADC1 FY07 Recordable to BHP onshore TRIF be Yeager, the FY08 safety become Billiton Onshore business future Association inour business the
Slide 11: Continuous reserve replacement
resourcing bhpbilliton Continuous Proved (%) 170% FY08 70% 90% 110% 130% 150% +100% Significant Decades Liquids Source: J. Slide Michael 376% 10 FY09 Including reserve proved BHP (including of429% Yeager, the resource future 100% FY10 Billiton future reserve replacement Onshore development proved FY
Slide 12: Focused operating performance
resourcing bhpbilliton Focused Unit (BHP 20 0F 10 FY12 (% OBO 80% 90% 100% Liv. Highly Minerva Zamzama Angostura Pyrenees Shenzi Neptune Stybarrow Outstanding Gulf Operated 1. Source: J. Slide Y09 Michael Unit Peer uptime, Bay cash of 11 (avg) Billiton FY10 facility operating competitive Mexico grou
Slide 13: Continuing to lead in Gulf of Mexico drilling
resourcing bhpbilliton Continuing Average (Deepwater 68O 0P Source: J. Slide re-moratorium thers 4Michael 2 12BHP Rushmore drill Yeager, the to Gulf Billiton time lead future Post-moratorium ofper Associates’ Chief drilling Mexico, 1,000 Executive, performance ft subsalt, The Rushmore BHP days) inBi
Slide 14: Agenda: Conventional business
resourcing bhpbilliton Corporate Agenda Petroleum Conventional Onshore FY13 Exploration J. Slide Michael 13 outlook USoverview overview Yeager, the shale business future Chief Executive, BHP Billiton Petroleum, 4 September 2012
Slide 15: Shenzi: still outstanding performance
resourcing bhpbilliton Still Outstanding Achieved Recent Major Shenzi Nameplate 150 (Mboe/d) 0M 50 100 Source: J. Slide ar 09 Michael producing 14 value –north gross Jan BHP premier first Yeager, the capacity 10 added operational production appraisal Billiton future water Nov over BHP Chief by 10 10
Slide 16: Atlantis and Mad Dog
resourcing bhpbilliton Both Now Pre-commitment — Atlantis Resource (MMboe, Probable 600 0A 200 400 Proved Mad Source: J. Slide tlantis Michael New Doubles Dog drilling facilities 15BHP 130 and offline and base BHP offline Yeager, the field Mad Mboe/d first Billiton contingent now future as Billiton
Slide 17: Expanding Australian conventional business
resourcing bhpbilliton Expanding Strong Continued New Long Additional Macedon Pyrenees J. Slide Michael volumes 16 term base onshore Yeager, development growth the our offrom future legacy strong facilities driven potential Chief Macedon, assets position of Executive, bylarge from at potential with
Slide 18: International: Angostura in Trinidad
resourcing bhpbilliton International Material Significant Safety Experience Production BHP 200 (Mboe/d) Non-operator 0F 100 Angostura Source: J. Slide Y08 Michael Billiton 17 FY09 and BHP contribution Yeager, –the operational recent at has FY10 Trinidad operations Billiton net international share fu
Slide 19: Agenda: Onshore US business
resourcing bhpbilliton Corporate Agenda Petroleum Conventional Onshore FY13 Exploration J. Slide Michael 18 outlook USoverview overview Yeager, the shale business future Chief Executive, BHP Billiton Petroleum, 4 September 2012
Slide 20: Large, high quality US shale resource base
resourcing bhpbilliton Large, Midland Delaware Liquid Dry Lower Haynesville Fayatteville Eagle Permian Black Hawkville Total (billions 4P Probable, 3210H Approximately Resource Four Source: J. Slide roved aynesville Michael gas giant resources 19 Ford Hawk high Bossier area BHP area of Basin base po
Slide 21: Near-term activity shifted to liquids
resourcing bhpbilliton Near-term Gross (average January 30 June 0F 10 20 Aggressively Fully Dry Prepared Fleet Source: J. Slide ayetteville Michael gas 2012 of 20 appraising operated BHP new 2012 activity rig for activity Yeager, the dry count) dry build Billiton pursuing future rigs gas at the gas
Slide 22: Eagle Ford returns among the best in industry
resourcing bhpbilliton Eagle NPV (relative 2.0 BHP 1.5 Other 0.5 1.0 0.0 Midland Delaware Liquid Dry Lower Haynesville Fayatteville Black Hawkville Relative Strong Average Potential Material, Source: J. Slide Michael 0.5 gas Billiton and 21 Ford operators Hawk Bossier area rates 1.0 WoodMackenzie, a
Slide 23: Size of the Eagle Ford opportunity
resourcing bhpbilliton Size (BHP 350 Eagle 300 BHP 200 250 Australia 150 F 50 100 Single 01(gross 500 1,000 1,500 Actual Forecast 2,000 Days Source: J. Slide Y08 30 Michael BHP Gulf and 59 Billiton on 22 Billiton Ford FY10 barrels well and 88 BHP production scale of Billiton Yeager, the 117 estimate
Slide 24: Six new Black Hawk processing plants and infrastructure
resourcing bhpbilliton Six –Significant Approximately +US$1 Overview San Existing LEGEND Planned Karnes Black Eagle Hawkville J. Slide 1Michael Bcf/d new Antonio 23 Ford Hawk CDP billion facility processing facility gas Map Yeager, West Far Central NE Mid the near-term added -Shale Central NE SW Bla
Slide 25: Permian appraisal now underway
resourcing bhpbilliton Now 18 (oil, 600 Oil 500 400 300 200 10100 Significant Days Acreage Majority Targeting Wolfcamp Source: J. Slide 50Michael day 9Wet 7,200 6,000 4,800 3,600 2,400 1,200 bo/d) appraising 13 24single BHP gas 17 up of oil (wet Yeager, shale the appraisal from wells from Billiton w
Slide 26: BHP Billiton focused on Tier One shale gas plays
resourcing bhpbilliton BHP Comparative (gas Granite Fruitland Niobrara Lance Olmos Duvernay Montney Arkoma Fayetteville Horn Selma Marcellus Anadarko Bossier Pennsylvanian Horseshoe Raton Honaker Mesaverde Almond James Powder Cherokee Mancos Black Deep Wilcox New Travis Huron Haynesville Austin Chat
Slide 27: Industry-leading Haynesville acreage position
resourcing bhpbilliton Industry Haynesville (Estimated Core +20% Significant Positioned J. Slide Michael acreage 26 forward best Yeager, the to Ultimate value acreage Haynesville delivers ramp-up future rates being Chief of position Recovery very activity returns, added Executive, acreage strong thr
Slide 28: Fayetteville opportunity
resourcing bhpbilliton Fayetteville Proved Average Large (days) Near-term Already Significant 50 Jul Source: J. Slide Michael 40 1127 30 and Aug areas BHP realising Fayetteville 20proven activity Yeager, the 11 long opportunity 10 Billiton Sep future 0term significant resource 11 focused Chief rig O
Slide 29: Onshore US shale is an essential element of strategy
resourcing bhpbilliton Onshore Material Strong Significant Multiple Leverages Long J. Slide Michael 28 term returns and US upside existing Yeager, view the flexibility shale highly future and opportunities perfectly will Chief fast strengths expandable tobe payback respond Executive, matched an in e
Slide 30: Agenda: Exploration
resourcing bhpbilliton Corporate Agenda Petroleum Conventional Onshore FY13 Exploration J. Slide Michael 29 outlook USoverview overview Yeager, the shale business future Chief Executive, BHP Billiton Petroleum, 4 September 2012
Slide 31: Material exploration program
resourcing bhpbilliton Material 3Gulf Leveraging India > Southeast Leading South Evaluating 10,000 Production Australia World FY13 J. Slide significant 5,000 Michael of 30 well Africa class sq Mexico km industry and Asia km Yeager, the and extension heartland industry 2D basin FY13 focused 3D future
Slide 32: Agenda: FY13 outlook
resourcing bhpbilliton Corporate Agenda Petroleum Conventional Onshore FY13 Exploration J. Slide Michael 31 outlook USoverview overview Yeager, the shale business future Chief Executive, BHP Billiton Petroleum, 4 September 2012
Slide 33: US$6.5 billion capital program in FY13
resourcing bhpbilliton US$6.5 Development (BHP 6,000 7,000 0F 1,000 2,000 3,000 4,000 5,000 Conventional Approximately Onshore Source: J. Slide Y07 Michael 32 Billiton Shale FY08 billion BHP USYeager, the FY09 spend Billiton capital spend net future capital 40share, rigs FY10 Chief will driven analy
Slide 34: FY13 volume growth
resourcing bhpbilliton FY13 (BHP Volumes 15% 200 Liquids 250 100 150 0F 50 8% Gas Long Source: J. Slide Y11 Michael volume roughly liquids 33 term Billiton FY12 volume BHP Yeager, production the growth FY13e growth flat Billiton target net future asshare, Chief Macedon expected ofanalysis. growth: 2
Slide 35: Key themes
resourcing bhpbilliton Key Large Outstanding Onshore Additional Shale Material Can J. Slide Michael grow themes 34 dry growing and US gas production Yeager, the oiltrack activity focused resources volumes future business record Chief shifted exploration onfrom remain in average Executive, ofone oper
Slide 36: Resourcing the future
resourcing the future bhpbilliton
Slide 37: 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: September 5, 2012 By: /s/ Jane McAloon Name: Jane McAlo
BHP Billiton — Barclays CEO Energy and Power Conference 2012 on 6ix