Suncoke Energy, Inc. · NYSE:SXC
Suncoke Energy — Investor Day (April 2013)
17 slides from Suncoke Energy's investor day presentation, Apr 9, 2013
Slide 1: Investor Luncheon, April 9, 2013
Exhibit 99.1 Exhibit Investor April 9, 99.1 2013 Luncheon
Slide 2: Forward-Looking Statements
Forward?Looking Some Exchange projections position, terminology plans, assumptions, identifying looking Although of result This GAAP to 2Goldman those thepresentation of date intentions financial statements. statement. statements measures new the potential Sachs management forward?looking Act hereof
Slide 3: Agenda
11:00pm Agenda Mark 11:45 12:15 Mike 12:45 1:00 Fritz 3Goldman Henderson, Thomson, Hardesty, Newman, am––Sachs pm 2:00 11:45 12:15 12:45 1:00pm Senior Chief Investor President pm Chairman pm pm Q&A Break Welcome Executing Driving Financial Vice Luncheon with && President, Chief Chief Improvement Fri
Slide 4: Mark Newman, Senior Vice President & Chief Financial Officer
MARK NEWMAN SENIOR 4Goldman VICE Sachs PRESIDENT Investor Luncheon & CHIEF FINANCIAL OFFICER
Slide 5: 2013 SXC Priorities
2013SXC Operational Sustain Resolve Renew Implement Execute Maintain Grow Obtain Domestic Evaluate Close International Identify Strategically Achieve SXCP Reposition Coal Efficient Put 5Goldman Priorities The VISA permit coke momentum and potential Indiana refurbishment coal NOV smooth Capital adjac
Slide 6: Mike Thomson, President & Chief Operating Officer
MIKE THOMSON PRESIDENT 6Goldman Sachs & Investor CHIEF OPERATING Luncheon OFFICER
Slide 7: India Entry: VISA
India Entry: VISA Invested Approx. Balance Expect Near?term Long?term Chinese Goldman 7Photo SunCoke courtesy adjusted sold Heat 1/3rd $67 Sachs focus growth VISA in million Recovery of of merchant JV Investor EBITDA on coke VISA SunCoke through positions execution for and Coke: Steel 49% Luncheon m
Slide 8: Our India Strategy
Our India Initial Form Evaluate Establish Near-Term Grow Reinvest Utilize Develop Long-Term Continue Pursue 8GoldmanVISA VISA Entry debt “Build-Own-Operate” emerging & free market to Sachs Strategy Growth Vision improve SunCoke capacity leverage SunCoke cash Investor presence flow market existing of
Slide 9: Indiana Harbor: Status With Ongoing Focus
Indiana With Ongoing MT Renewal Expect Anticipate EBITDA Return Improved Higher Potential 9Goldman needs 1.22 on to Operating Harbor Status term constructive Incremental Impact Sachs maintain Operations million Invested and finalizing likely wants Focus Investor Cost tons current Capital to contract
Slide 10: Indiana Harbor Refurbishment Plan Scope
Indiana Plan Scope Oven Major (48 Coke Reduce Replace sheets; columns 42Machinery Improve Stack Goldman 10 After Before pusher?charger door completed) toshed repair & lid Benefit repair machines replace invest Harbor maintenance roof other oven environmental replacements Sachs repair replacement of
Slide 11: Indiana Harbor: Degraded Oven Conditions Resulted in Lower Charge Weights
Indiana With Degraded Resulted After Pre- Target 38 Pre-rehab Ovens Daily 120 130 140 Jan-12 100 110 Goldman 11 35and approx. refurbishment, Target: Charge Pushed Feb-12 Harbor Post-Refurbishment in Sachs Current oven lower 20% 130 weight: Per Mar-12 Focus conditions Investor than Day of coal ovens
Slide 12: SunCoke Energy
SunCoke Energy TM
Slide 13: Mike Hardesty, Senior Vice President, Sales & Commercial Operations
MIKE HARDESTY SENIOR Goldman 13 VICE Sachs PRESIDENT, Investor Luncheon SALES & COMMERCIAL OPERATIONS
Slide 14: State of Coal Market: Demand Restrained
State Demand Restrained Low Rising Strict International of Goldman 14 premium natural of U.S. production the Supply Sachs regulatory Chinese U.S. met gas benchmark Investor prices coals Price Coal costs demand environment Market continues inpricing Luncheon Australia for HCC atto$172/mt limits tempe
Slide 15: Even as Met Coal Pricing Appears Stabilizing
EvenCoal Met $350 2010 $? FOB Goldman 15 Vessel $300 2011 as met Sachs Pricing 2012 $250 ($/Metric coalInvestor 2013F $200 prices (Mid?Vol) Ton) $150 appears Luncheon FOB $100toJewell $50 be stabilizing, ($/Net Ton) our focus remains on reducing costs, improving efficiencies and long?term strategic
Slide 16: Coal Mining: Rationalize and Enhance Plan Progress
Coal Rationalize /Enhance Consolidated Downsized Upgraded Improve Installed Improved Goldman 16 LowerAction Costs Prep regulatory Productivity new Sachs screening equipment mining Mining Plan people, cyclone Plant Investor Progress footprint, compliance Plans implemented –equipment and new Luncheon
Slide 17: SunCoke Energy
SunCoke Energy TM