Slide 1: BHP Billiton Carbon Steel Materials
BHP Billiton Carbon Steel Materials bhpbilliton
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Slide 3: Ao inn METS
Ao inn METS TT - i I A oenantnnshnniinnantnninynaia ] . Co il _ a ol Soe . . - . . A 4 : Loo ae il . Coo ae a rl ie... a rr c — cee . ce . a _—,rrrr”r——CC . a : oo ee 2 : 2 - © oo oe i _ : _ iO ce . . . . ... . . . |. | - _ i. . . —. De 7 - - _ oo i Crrt—“‘=‘“‘é‘COC;C LL | ~ —Crrt—“‘“‘“‘—CSCO™OCOCO”
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Slide 7: g | me coal a Lae
i EO g | me coal a Lae un oc L cuacen ec — oo ee _— 2 _ a _ oe _ a fo ar |_| Production: 52 Mtpa* & = |_| Years of Life: > 50 obo bran eye 7 | \ Years of Life: 45 al Initial Capacity: 5 5 Mipa Years of life: > 50 Currently | in Pres Feas. aia luelion figures —
Slide 8: Metallurgical Coal
ical Coal o> = as Oo == © = <s (4d) OD ee n= / —_—_— _— Hel stent @) i) Di oC Me i 7 _ — . i _ _. _ _ rh TC ye 1) a“ Mee ( _ i #=| (ce
Slide 9: More robust view of global steel demand and hence crude steel and pig iron production
More robust view of global steel demand and hence crude steel and pig iron production
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Slide 11: si ills
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Slide 12: i) la il | i l ill ji oa iain tl a
i) la il | i l ill ji oa iain tl a oe Coo a - Co | _. oo oe _ 2 ae . | - L _ - . - - rr oe _ - - _ — . o a - — ' . - . Zo _ L a
Slide 13: New coke battery capacity proposed worldwide
an ] Russia & Ukraine - new capacity proposed UK - proposed new Italy - rebuilds battery at Port Talbot at Taranto ws Japan - proposed new US - new capacity in § | L ‘ _ / batteries for JFE and NSC Ohio further planned ] / LU : Korea - announced new battery at Pohang i [ | - Malaysia - possible new
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Slide 15: Increased supply will not be sufficient to meet increased demand
We i OO, aa aa i ami iii niin il I mh in il) iON TT oe cu MMi icine ased supply will not be suffici neet increased « USA (swing) + New Zealand ie ee as + New South Wales - See ee ene sauce oe + Indonesia/Venezuela/ Vietnam Se (weak coking coaland PCI) = | *.Potentially Russia, Mongolia, Mozambique c
Slide 16: Lee eee eee
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Slide 17: ENN MN We
ei: ENN MN We
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Slide 22: Dendrobium coal train
dat endrobium coal train June
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Slide 24: XUMtHUHHM8gtD6i iii ssa anna
ee TT XUMtHUHHM8gtD6i iii ssa anna . -
Slide 25: oii iin
oii iin ill HI oe — ge oO — io - . . a4 - _ - -_ -_ Lo CCC se a Lo _ a
Slide 26: BMA mines, ports and coal bearing areas
al i c | lI [ | I NNMI |) Ill i) || Ih) ii i _ ——— " ” / m " ee LEGEND BMA open-cut mine BHP Mitsui opencut mine | ae i BMA underground mine Seem BMA export port “5 Coal bearing area AML Ts E . oe : . 2 a / a rt - | ‘ i : S
Slide 27: ni aa
ni aa iii a i il ) il ) | Ae KILOMETRES DD IT Mined Area 7 ee EE Current Mining Area Typ ae at _ i &#&7&72=~=&=&= - _ CC
Slide 28: Maruwai Discovery, Kalimantan
Tl i ll i CO TT ie > Bi aruwai Discove ‘Maruwai Discovery Kalimantan oe 7 _ 7 8 7. . fe ee a 8 i Le C—O Vee ae Lene 2) a | a ee