Coronado Global Resources Inc. · ASX:CRN
Coronado Global Resources — Noosa Mining Investor Conference 2023
20 slides from Coronado Global Resources's conference presentation, Nov 16, 2023
Slide 1: ASX Announcement: Investor Presentation to Noosa Mining Conference
ASX Announcement 16 November 2023 Investor Presentation to Noosa Mining Conference Coronado Global Resources Inc. (ASX: CRN) releases the following Investor Presentation to the Noosa Mining Conference, being held today in Queensland, Australia. For personal use only – Ends – This announcement was au
Slide 2: Noosa Mining Investor Conference
For personal use only Coronado Global Resources Inc. Andrew Mooney (ASX: CRN) Vice President Investor Relations 16 November 2023 Noosa Mining Investor Conference All units in U.S. dollars and metric tonnes, unless otherwise stated
Slide 3: Important Notices and Disclaimer
Important Notices and Disclaimer For personal use only The material contained in this presentation is intended to be general background information on Coronado Global Resources (Coronado) and its activities. The information is supplied in summary form and is therefore not necessarily complete. It is
Slide 4: A leading international producer of high-quality metallurgical coal
For personal use only A leading international producer of high- quality metallurgical coal, an essential element in the production of steel. CRN – Noosa Ming Conference Nov 2023 3
Slide 5: Coronado Global Resources – Steel Starts Here
Coronado Global Resources – Steel Starts Here For personal use only ✓ Coronado coals, transformed in the steel making process, support the manufacture of everyday steel-based products, including renewable energy infrastructure, that One of the largest metallurgical coal producers globally enrich liv
Slide 6: Coronado's Unique Diversification Advantage
Coronado’s Unique Diversification Advantage Our high-quality Met Coal operations support customers on five continents For personal use only Met Coal Product Offering Australia (1),(2) U.S.(3) 9% 24% HCC Low-Vol PCI 38% 53% High-Vol Canada SCC 76% Europe Japan USA China South Korea Group Sales – Geog
Slide 7: September 2023 Year-To-Date Highlights
September 2023 Year-To-Date Highlights Higher waste and production rates; Improved safety performance; For personal use only Met Coal Growth plans & Emission Reduction initiatives progressing Strong Organic Continue to Group Safety operational Effective Growth Plans progress Total performance Group
Slide 8: Coronado Share Price Performance & Dividend Yield
Coronado Share Price Performance & Dividend Yield Coronado TSR 107% (Dec 2021 – Sep 2023); Share price / dividend payments outperformed indices For personal use only Share Price Performance vs Index : Dec’21 – Sep’23 (1) Dividend Yield vs Index : Dec’21 – Sep’23 (2) 100% 50.1% 80% 60% +57% 40% 20% 0
Slide 9: Metallurgical Coal Markets
For personal use only Metallurgical Coal Markets CRN – Noosa Mining Conference Nov 2023 8
Slide 10: Metallurgical Coal has a Long-Term Future
Metallurgical Coal has a Long-Term Future Steel is the No. 1 critical commodity to the development of a low carbon future Low to None High For personal use only Electricity Concentrated Solar Electric Geothermal Hydro Nuclear Bioenergy Hydrogen Wind power networks solar photovoltaic vehicles Steel (
Slide 11: Energy transition is dependent on Steel; Met Coal is a critical material
Energy transition is dependent on Steel; Met Coal is a critical material Steel is used in almost every aspect of the world’s infrastructure, including buildings, bridges, rail systems and houses For personal use only To produce 1,000kg of steel using the BOF process requires approx.: Golden Gate Bri
Slide 12: Steel production generated primarily from Blast Furnace methods
Steel production generated primarily from Blast Furnace methods Met Coal underpins the primary Steel production method in Asia and Globally through 2050 For personal use only Total Global Crude Steel Production (Bt) Total Global Crude Steel Total Asia Crude Steel Production Method Production Method
Slide 13: Steel Demand Outlook Remains Firm In Key Markets
Steel Demand Outlook Remains Firm In Key Markets India steel production anticipated to grow year-on-year due to urbanisation and industrialisation For personal use only Annual Forecast GDP Growth Percentage (1) India Total Crude Steel Production (Mt) (2) 6.4 2023 2024 535.0 6.2 5.2 4.8 +289% 3.0 215
Slide 14: Strong Met Coal Demand Through 2050
Strong Met Coal Demand Through 2050 Global export demand growth for Met Coal is underpinned For personal use only by India; Primary source growth needs to be from Australia. Global export Met Coal demand is forecast to Global Export Met Coal Supply (Mt) Global Export Met Coal Demand (Mt) grow to 618
Slide 15: Met Coal prices well above long-term average price
Met Coal prices well above long-term average price Australian Premium Met Coal index $350 per tonne (31 Oct 2023); Higher pricing for longer For personal use only Metallurgical Coal Price Indices (U$/t) (1) Average Australian Met Coal index prices 700 PLV HCC FOB AUS have fallen 28% YTD’23 compare
Slide 16: Organic Growth Projects
For personal use only Organic Growth Projects CRN – Noosa Mining Conference Nov 2023 15
Slide 17: Organic Growth - Australia
Organic Growth - Australia Board approved Curragh North Underground Met Coal project For personal use only underpins Curragh strategy to deliver 13.5Mtpa by 2025 Coal Reserve, Quality and Mining Method Underground Bord and Pillar operation Access utilizing existing open cut pit highwall Substa
Slide 18: Organic Growth – U.S.
Organic Growth – U.S. Buchanan capital works on target underpinning U.S. For personal use only growth plans to produce 7.0Mtpa by 2025 Buchanan: Construction of new surface coal storage areas underway to increase capacity and decrease bottlenecks. Installation of a second set of skips for additi
Slide 19: Coronado Investment Proposition
Coronado Investment Proposition Our fundamental policy is to generate Shareholder Value For personal use only Shareholder Value Critical Commodity Operational Excellence Capital Management • Met Coal is a critical material • Strong Culture and Capability to • Strong Balance Sheet with Embedded suppo
Slide 20: Contacts
Contacts For personal use only Investors Registered Office Media Andrew Mooney Coronado Global Resources Inc. Helen McCombie Vice President Investor Citadel Magnus Relations & Communications Level 33, Central Plaza One 345 Queen Street +61 411 756 248 +61 458 666 639 Brisbane, QLD, Australia, 4000 h
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