Rio Tinto Plc · LSE:RIO
Rio Tinto — Corporate Update (January 2008)
19 slides from Rio Tinto's corporate update, Jan 16, 2008
Slide 1: Iron ore: Pilbara media visit
Slide 2: All injury frequency rate
* AIFR (all injury frequency rate) includes Lost Day Injuries, Restricted Work Day Injuries and Medical Treatment Cases per 200,000 hours worked which consists of employees, contractors and covers operations and all projects. Data includes all Rio Tinto iron ore global operations. Source: Rio Tinto
Slide 3: World Bank for base 2005 data; Global Insight for growth estimates to 2025; Rio
Source: World Bank for base 2005 data; Global Insight for growth estimates to 2025; Rio Tinto estimates for 2050 data
Slide 4: Actual data — GTIS, CBI. Forecast data — Rio Tinto estimates
Source: Actual data — GTIS, CBI. Forecast data — Rio Tinto estimates
Slide 5: CCCMC and Rio Tinto analysis (Indian exports), benchmark prices and Clarkson spot freight
Source: CCCMC and Rio Tinto analysis (Indian exports), benchmark prices and Clarkson spot freight rates (Australia).
Slide 6: IISI, World Bank, Global Insight
Source: IISI, World Bank, Global Insight
Slide 7: Pilbara rail and port network map
Slide 8: Production growth versus BHP Billiton
Source: BHP Billiton production reports and presentations. Rio Tinto quarterly operations reviews and internal estimates. On an attributable production basis, 1999-2007 CAGR for Rio Tinto and BHP Billiton is 13.0% and 6.4% respectively. On this basis, estimated 1999-2008 CAGR for Rio Tinto and BHP B
Slide 9: Rio Tinto, BHP Billiton analyst site visit presentation
Source: Rio Tinto, BHP Billiton analyst site visit presentation (October 2007), BHP Billiton capital cost estimate has been sourced from a Merrill Lynch broker report published in October 2007.
Slide 10: Reserves and resources in the Pilbara
Note: Please refer to previously announced ore reserves and mineral resources in the Rio Tinto 2006 Annual report and financial statements. The targeted mineralisation is based on Rio Tinto’s exploration and production experience in the region, including an assessment of tenure areas using surface m
Slide 11: Production expansion phasing
Source: Rio Tinto estimates. Production on a 100% basis. For further details on phasing, in addition to this presentation, refer to slides 20, 21 and 22 of the Investor Seminar presentation dated 26 November as well as page 8 of the transcript of that presentation, both of which are available on our
Slide 12: BHP Billiton earnings releases, Rio Tinto earnings releases.
Source: BHP Billiton earnings releases, Rio Tinto earnings releases.
Slide 13: BHP Billiton earnings releases, Rio Tinto earnings releases.
Source: BHP Billiton earnings releases, Rio Tinto earnings releases.
Slide 14: Operating and freight costs
Source: Rio Tinto estimates based on CRU data (mining operating costs), Tex report (spot freight rates)
Slide 15: Hamersley Iron joint ventures
* Hamersley Iron participates in the following joint ventures — Channar (Rio Tinto 60%) , Hope Downs (Rio Tinto 50%) and Bao-HI (Rio Tinto 54%)
Slide 16: Pilbara tenements
Source: Western Australian Department of Industry and Resources. Tenements identified above include 100% of joint ventures.
Slide 17: Major commitments each year
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Slide 18: Expansion phasing
Source: Rio Tinto. For further details on phasing, in addition to this presentation, refer to the Investor Seminar presentation dated 26 November 2007 as well as the transcript of that presentation, both of which are available on our website.
Slide 19: Iron ore expansion projects (>$300m)
Iron ore expansion projects (>$300m)