Bhp Group Ltd · ASX:BHP
Bhp — BHP Billiton — Investor Presentation (June 2012)
27 slides from Bhp's investor presentation, Jun 27, 2012
Slide 1: Form 6-K Report of Foreign Private Issuer
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 June 27, 2012 BHP BILLITON LIMITED BHP BILLITON PLC (ABN 49 004 028 077) (REG. NO. 3196209) (Exact name of Reg
Slide 2: Building momentum in Base Metals
Building Base Peter 27 Escondida June Metals Beaven 2012 momentum President in Base Metals
Slide 3: Disclaimer
Building Disclaimer This strategies dates; contingent Forward or These beyond undue For petroleum project, Other ability including Billiton‟s Except of No Nothing Reliance The warranty similar the new offer example, views presentation factors minerals, capital forward reliance to information as our
Slide 4: Disclaimer and Mineral Resource information
Building Disclaimer This L Antamina, 31 Report Exploration www.bhpbilliton.com. Metals, All persons the form Mineral Table Measured Province Indicated Inferred Range (Mt) BHP (Bt) Low interest Escondida Cerro Spence Antamina 50 Cannington 6.7% 17 4.7% 10 4.1% The 100 nature, beSoto expected December
Slide 5: Building strong momentum in Base Metals
Building Strong Our Delivering Low The challenges confidence risk, performance momentum high valuable return facing in the growth inin projects long the health, Base Chilean term inMetals, Metals are safety, our outlook progressing mining Base27 environment Metals June for industry copper 2012 well
Slide 6: Strong health, safety, environment and community performance
Strong environment Building Health Monitoring No Safety Material Job Promoting Field Reduce Environment Abatement Focus Community Escondida Antamina Invested the Cerro Spence Japon last fatalities safety leadership Colorado School on performance five environmental risk in momentum reducing improving
Slide 7: Safety: Total Recordable Injury Frequency
Safety Building Total (12 F 9 6 3 0 BHP Base 1. 2. 3.Y06 TRIF Excludes Indicates month Billiton Metals¹ Recordable FY07² isup amomentum rolling core until aUranium FY08² fatality value 31 Injury average) May FY09 in occurred Customer forBase Frequency 2012. BHP FY10² Metals, Billiton inSector the FY
Slide 8: Demand: commodity intensity and economic development
Demand Slide transition consumption as Commodities later Energy with linear Diversification opportunities shareholder Intensity (US China’s (CY11, Source: 1. other GDP (2005 2 Met 60 40 Iron Crude Potash Aluminium 0 200 150 100 50 Uranium Developed economies Emerging Copper Steel Electricity Buildin
Slide 9: Robust Chinese copper demand
Robust Building 2000 450 350 250 150 50 (50) Domestic Cathode Scrap Underlying (index 2 0 (20) Feb 80 60 40 Semis Refined Source: Chinese (% 12% 0 change 09 CAGR 2005 Inventory output 2000=100) Nov long China NBS; supply inventory imports momentum mine YoY, 2011 long 09 term China Customs; Aug Conce
Slide 10: Copper: overall demand and substitution
Building Copper – Overall of volume Even copper:aluminium, significantly The defend Source: 1. 1% 2% 7% 14% 3% 4% Commercial Alloy Telecom Utility Plumbing Non-insulated wire Industrial Electric Substitution (thousand 1 5 0 1980 1.2 1.0 0.8 0.6 0.4 0.2 0.0 2025 2011 demand Effective reduction Supply
Slide 11: Copper: supply constrained by grade decline
Copper: Building Grade (% Historical Strong (million Source: 1. supply +15 3% Underlying +5% Effective Effective copper CAGR mt CAGR decline effective1 reduction Brook CRU; atonnes momentum longer Forecast indemand process constrains Brook Hunt per from term copper annum) –combines in Hunt feed) sup
Slide 12: Base Metals business overview
Amtpa Building Marketing Singapore Headquarters Santiago Project Olympic Pampa Cerro Pinto Cannington Silver Antamina Execution Laguna Escondida Note: Base Uranium Largest 4,000 Material over Iron (Los leaching Two Port 1 Copper unchanged in world theOre facilities pits cathode 50% Colorados Metals
Slide 13: Escondida: world's leading copper mine
Escondida: Building 1. Laguna Electrowinning Escondida Escondida Seca momentum and the concentrator FY12 Escondida world’s plants production inColoso leading Base Norte LosMetals, Port Colorados is copper pits forecast 27mine June concentrator to be2012 marginally Slide 12lower than FY11 with volume
Slide 14: Escondida: significant mineral endowment
mineral Building Significant – High Undifferentiated TCu Pit Open of Potential Deep L E B A 1. Pampa Norte Escondida Lease Zaldivar Verde Pinta the 452m Towers Petronas 527m Tower Sears ongitudinal scondida a129% BHP TCu (December further Escondida >quality drill cut pit 0.7% >Billiton district incr
Slide 15: Delivering high return growth in Escondida
Delivering Building the approved commissioning Targeting FY15 1. H1 200 Significant (index Escondida Antamina ore grade High 1 OGP12 0 30,000 00 5,000 40 H1 June FY12¹ 80 ore FY12 (100% annualised 120 2012 momentum in (over copper FY15e Ore Organic IV low growth the 160 production basis) quarter, Ac
Slide 16: Escondida Organic Growth Project 1
Building Construction 152 High level Maximises grade Los – approximately Will design Processing (thousand Capital (US$/tonne Source: 1. 2. conveying New OGP1 Laguna located achieving increasing The Includes ktpd Colorados be 152 of return ore –generates OGP1 for intensity the Seca capital Bechtel. s
Slide 17: Pampa Norte: combined Spence and Cerro Colorado operations
Pampa Building Combined operations critical sulphide 24% Current Plant and 61 – Cerro Source: allows complementary approximately increased ktpd Cerro of debottlenecking Colorado1 Colorado Norte skills BHP (from production 1. sharing leach momentum Colorado BHP into Spence processing Billiton combina
Slide 18: Progressing Spence hypogene project
forkm Slide completed by Progressing Spence 2 processed Hypogene concentrator in – leaching Building Spence, Cerro 1. 2. resources. 3. 1 > allows bt potential 0.3% Open Perspective Plan the accelerating Pampa of17 early Colorado, sulphide view North Hypogene Cu Chile2 pit early or momentum through M
Slide 19: Antamina: large, long life, expandable
Antamina: Slide expandable Located above Polymetallic molybdenum, A operation Producing versus Production approximately Positioned benefiting Building 1. world BHP18 sea zinc Billiton in class momentum on level from alarge, at the guidance (ahigher askarn the and ratio silver Peruvian copper 425 200
Slide 20: Antamina expansion
Antamina Building Expansion processing generates the Components – and Debottlenecking 130 92% delivered molybdenum March last ktpd complete orders momentum being strong expansion 2012 project capacity incremental toof considered plant, complete quarter at investment opportunities mine increases the
Slide 21: Cannington: highly cash generative silver-lead-zinc mine
Cannington: lead Building Single processing One silver Access owned Two concentrates) Highly – assets last Top (CY11 Source: 42 Fresnillo 32 15 19 20 21 22 27 KGHM Cannington Goldcorp Pan Volcan Polymetal Coeur Cia. Hochschild 1. Northern Orebody Zone Southern high low average BHP 41 5American 10 De
Slide 22: Cannington's scope for expansion
Cannington’s scope Building Significant resource Option more development Potential 5 Ready capacity 1. infrastructure Cannington 2. Northern currently Cannington1 Cannington2 mtpa Vertical Open than toaccess tocut increase utilising of momentum to in Zone significantly 20 projection expansion 19 inc
Slide 23: Pinto Valley restart
Pinto Building Restart expected Investment low (facilities Produces Capacity concentrate Five extension 1. BHP complexity year Valley: announced Billiton momentum start of copper production in options of 60 place) aup US$195 low ktpa1 interest and and of available in risk operations quick in molybde
Slide 24: Chile: power and water supply
Chile: Building Our Power SING) Ongoing requirements during Options coal, Surface Water Current sourced The associated Source: use power gas the FY13 are and water BHP from of include generation tender momentum importance studies fully sea requirements ground Billiton. with underground supply water
Slide 25: Chile: cost and labour challenges
Chile: cost Building Availability operations Productivity other aBHP project Labour scheduled Increased Costs has We costs Our important stable are tightened competitive pressures Billiton‟s improvement mining industry people focused contracts platform momentum mining in to and of this is be jurisdi
Slide 26: Resourcing the future
resourcing the future bhpbilliton
Slide 27: 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: June 27, 2012 By: /s/ Jane McAloon Name: Jane McAloon T