Bhp Group Ltd · ASX:BHP
Bhp — Bank of America Metals, Mining and Steel Conference 2021
10 slides from Bhp's conference presentation, May 18, 2021
Slide 1: Positioned for the future
Positioned for the future Mike Henry Chief Executive Officer 18 May 2021
Slide 2: Disclaimer
Disclaimer Forward-looking statements This presentation contains forward-looking statements, including statements regarding: trends in commodity prices and currency exchange rates; demand for commodities; production forecasts; plans, strategies and objectives of management; assumed long-term scenari
Slide 3: Creating value for the long term
Creating value for the long term Economic growth and the energy transition represent significant opportunity for BHP Our commodities are essential to global economic growth and the energy transition ~4x as much nickel ~2x as much copper BHP will do best in a transition to a world needed over next an
Slide 4: Slide 4
Slide 5: A compelling outlook for value
A compelling outlook for value Encouraging signs of recovery and renewal in the near term; major inflection points beckon beyond that Policy makers Fears of Growth & inflation Synchronised Macro environment remain growth austerity and expectations upswing focused deflation recede increase Demand Dis
Slide 6: BHP benefits from more rapid decarbonisation
BHP benefits from more rapid decarbonisation As decarbonisation accelerates the world will require more copper, nickel, potash and steel 1.5°C Scenario1 Cumulative demand in the next 30 years compared to the last 30 years (%) Central Energy View Lower Carbon View 400 Climate Crisis Planning range5 3
Slide 7: Capitalising on opportunities
Capitalising on opportunities Reliably and sustainably producing the high quality commodities needed by the world Safer, more reliable with higher margin Portfolio well positioned to protect and grow value Strong free cash flow and balance sheet High shareholder returns Escondida Strong social value
Slide 8: We are committed to sustainability leadership
We are committed to sustainability leadership Resources are essential for global economic growth and the energy transition Environmental accountability Creating Social value Leading Governance practices All the while remaining accountable. Committed to material positive impact Providing skilled jobs
Slide 9: Footnotes
Footnotes 1. Slide 3 and 6: Represents cumulative demand in the next 30 years compared to the last 30 years. Nickel and copper demand references primary metal. Figures refer to BHP’s 1.5°C Scenario. BHP’s scenarios are outlined in the Climate Change Report 2020. Source: BHP, Vivid Economics. 2. Slid
Slide 10: Slide 10
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