Bhp Group Ltd · ASX:BHP
Bhp — BHP Billiton — Investor Presentation (March 2011)
19 slides from Bhp's investor presentation, Mar 25, 2011
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 March 24, 2011 BHP BILLITON LIMITED BHP BILLITON PLC (ABN 49 004 028 077) (REG. NO. 3196209) (Exact name of Re
Slide 2: 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: March 24, 2011 By: /s/ Jane McAloon Name: Jane McAloon
Slide 3: Investing in high quality growth: Iron Ore and Coal
Iron oreChief Investing Marcus Group March resourcing bhpbilliton 2011 Randolph and inthe high coal Executive, future qualityFerrous growth and Coal
Slide 4: Disclaimer
resourcing bhpbilliton Disclaimer Reliance accuracy, Forward Billiton. our of Securities Exploration This Annual Results The Resources Mineral No Nothing Non-GAAP BHP EBIT Iron our Offer control, views Competent ore presentation Billiton isannual Report, are contained Resources and in These Looking
Slide 5: Underlying EBIT by Iron Ore and Coal operations
resourcing bhpbilliton Underlying 10 I15 5 U 0 (H1 EBIT Western Queensland Hunter Energy Metallurgical <US$500m US$501m >US$1,000m 1. Iron ron nderlying Excludes FY11, FY11) Ore ore Margin Valley Coal and Australia US$5.3 –the US$ EBIT EBIT1 third Coal 1,000m coal US$0.2 Coal EBIT ROA future billion
Slide 6: Investing in our Iron Ore and Coal businesses
Investing resourcing bhpbilliton Western Queensland Hunter Scope: Cost: Initial Iron ore US$6.6 US$2.5 US$0.4 production Develop 4.9mtpa 4mtpa Valley and Australia inthe Coal our coal billion run-of-mine Energy future mine Tier capacity –date: Iron Investing 1(100% (BHP and Coal businesses Ore Q1in
Slide 7: Large resources underpin growth
Large resourcing bhpbilliton Reserves, (FY10, 75 200+ Reserve Minimum 60 W 0 15 100+ 30 45 (years) Potential quantity should Realistic individual Iron estern Resource ore 100+ resources not billion and Australia isglobal Mineralisation, Mineralisation Resources inventory mines conceptual be the I co
Slide 8: Western Australia Iron Ore: Integrated system and expansion
resourcing bhpbilliton Outer Finucane Nelson Port YARRIE Boodarie 0 Railway Newman BHP MARILLANA SOUTH JINIDI MUDLARK MAC NEWMAN EXISTING Western FUTURE Integrated More Expandable Increasing Debottlenecking Future Iron 100km ore Hedland YANDI than Harbour options Point and Australia FLANK Island sys
Slide 9: Inner and outer harbour infrastructure at Port Hedland
Investing Wharfs Car Conveyors Boodarie FINUCANE NELSON resourcing bhpbilliton BOODARIE 155mtpa Existing Outer New 4 Iron xkm shiploaders dumper ore stockyards jetty harbour and and to stockyards in POINT the to +220mtpa berths 5our coal ISLAND Finucane future and export – Investing berths investmen
Slide 10: WAIO production and capacity growth profile
Well resourcing bhpbilliton WAIO (mtpa, F 0 50 100 150 200 250 300 350 400 CAGR FY10-FY20 Future +220mtpa Existing Source: Note: Iron Y10ore positioned All FY11 100%) production growth 10% BHP and capacity studies investment the FY12 coal Billiton future options toand –profile FY13 accelerate Invest
Slide 11: Positioned on the iron ore cost curve
Ideally resourcing bhpbilliton Cost (US$ B 0 40 80 120 160 350 Cumulative (million Source: Iron HP700 ore curve Billiton per positioned Macquarie and tonnes) 1050 tonne the for volume coal 1400 future iron CIF –on Investing Research, ore China) the fines costin March curve high quality 2011. growth,
Slide 12: Industry-wide capital intensity: iron ore
Industry BHP resourcing bhpbilliton Indicative (US$ Growth 183 12 195 45 240 Debottlenecking Adjusted (155mtpa Simplification Underlying 1. Iron Debottlenecking ore Billiton percapital and wide growth annual to capital the capital 240mtpa) coal iscapital future (port (155mtpa not tonne) option capit
Slide 13: Queensland Coal operations and infrastructure
Queensland resourcing bhpbilliton Abbot BMA Bowen BMC FUTURE 0 Collinsville Mackay WARDS GOONYELLA SOUTH Moranbah CAVAL POITREL NORWICH Dysart SARAJI GREGORY Emerald Rockhampton Gladstone BLACKWATER Mitsubishi The BHP Mitsui Hay Expansion Future Iron 100km world’s ore Point Mitsui Billiton MINE Poin
Slide 14: Premier Queensland metallurgical coal business
The resourcing bhpbilliton Seaborne (2016, Queensland 0 Cumulative (million Source: Note: (HCC), Iron 50 premier ore 100 Queensland US$ US$150/t Wood and tonnes) 150 metallurgical the per volume Coal coal metallurgical 200 Mackenzie future tonne –250 (WCC), Coal Investing FOB) 300 coal based Novembe
Slide 15: Hay Point expansion
Hay ore resourcing bhpbilliton EXISTING NEW DEMOLITION Expansion Modification Scheduled Options Tropical 16.5m Highest 11.5m Existing 7.14m Iron Point WORK tide for and trestle Cyclone –for the from future WORK alevel coal of strategic HPX3 completion future New WORK existing 44mtpa –Yasi Ului expan
Slide 16: Industry capital intensity: coal
Industry resourcing bhpbilliton (US$ 2 0 100 200 300 400 500 600 700 Non Brownfield Daunia Capital BHP Source: Note: Iron 000ore BHP Billiton 2002 per Bubble intensity cost Company and wide annual Billiton the 2004 expansion inflation coal is size capital future not well 2006 tonne) ––represents ann
Slide 17: Numerous metallurgical coal growth options
Numerous resourcing bhpbilliton Metallurgical (mtpa, F 0 10 20 30 40 50 60 70 CAGR FY10-FY20 IndoMet Illawarra Current BMA BMC 1. Note: Iron Y10 IndoMet ore All FY11 BHP 6% operations and Coal Coal studies options the Coal Billiton FY12 coal Coal Stage future Stage and –FY13 for production Investing
Slide 18: Our strategy in iron ore and coal
Investing resourcing bhpbilliton BHP Capital Our Iron strategy ore Billiton’s cost and inthe inflation high coal infuture large, Western Queensland Energy quality – Investing low is Coal an Australia growth cost industry Coal isinresource tohigh is grow Iron to wide quality rapidly Ore Hunter basins
Slide 19: Resourcing the future
resourcing the future bhpbilliton