South32 Ltd. · ASX:S32

South32 — Investor Presentation (October 2016)

14 slides from South32's investor presentation, Oct 31, 2016

  1. Slide 1: Marketing Update

    31 October 2016 South32 Limited For personal use only (Incorporated in Australia under the Corporations Act 2001 (Cth)) (ACN 093 732 597) ASX / LSE / JSE Share Code: S32 ISIN: AU000000S320 south32.net MARKETING UPDATE South32 Limited (ASX, LSE, JSE: S32) Chief Executive Officer, Graham Kerr and Head

  2. Slide 2: Marketing Update 31 October 2016

    For personal use only MARKETING UPDATE • 31 OCTOBER 2016

  3. Slide 3: Important Notices

    • IMPORTANT NOTICES • THIS PRESENTATION SHOULD BE READ IN CONJUNCTION WITH THE “FINANCIAL RESULTS AND OUTLOOK – YEAR ENDED 30 JUNE 2016” ANNOUNCEMENT RELEASED ON 25 AUGUST 2016, WHICH IS AVAILABLE ON SOUTH32’S WEBSITE (WWW.SOUTH32.NET). For personal use only • FORWARD LOOKING STATEMENTS • This prese

  4. Slide 4: A Global Marketing Team Serving Diversified Markets

    • A GLOBAL MARKETING TEAM SERVING DIVERSIFIED MARKETS For personal use only Americas 4% Australia 9% Southern Africa 14% Marketing Centre London Europe 28% From TEMCO MRN Other Asia 11% Cerro Matoso Bauxite Nickel Alumar Alumina From Singapore 11% To Cerro Matoso China To USA South Korea 5% GEMCO Gl

  5. Slide 5: Actively Pursuing Value for Our Product

    For personal use only ACTIVELY PURSUING VALUE FOR OUR PRODUCT Passive Active Equity Optimisation Hybrid Model Traders Integrated Agent Marketing Marketing Optimisation Third Party Product Proprietary Trader Short Term Optimiser Marketing operates along the spectrum to create value for South32 South3

  6. Slide 6: Manganese Ore Market Overview

    MANGANESE ORE MARKET OVERVIEW • Manganese ore price and China port stocks1 • Manganese ore trade flows2 For personal use only • (US$/dmtu; Mt) • (Mt, Mn content unadjusted) CY14 Mn Ore Port Stocks CY15 Increasing ore supply tightness due Mn ore 44% Mn, CIF China to rail disruptions in South Africa,

  7. Slide 7: Manganese Ore Marketing

    • MANGANESE ORE MARKETING FY16 sales revenue by region1 3% 2% 2% For personal use only • Internal consumption (Temco and Metalloys) Where we sell our products • Exports predominately to China, South Korea, India 8% and Europe • Gemco and Wessels produce high grade oxide ore 9% 39% (> 44%Mn), Mamatwa

  8. Slide 8: Metallurgical Coal Market Overview

    • METALLURGICAL COAL MARKET OVERVIEW Monthly average HCC price1 • Metallurgical coal trade flows2 For personal use only (US$/t) • (Mt) CY14 CY15 Exports Imports 250 CY16 YTD³ China supply impacted by 200 276 day rule, Australia supply impacted by 200 production disruptions 160 Increased Chinese US s

  9. Slide 9: Metallurgical Coal Marketing

    • METALLURGICAL COAL MARKETING FY16 sales revenue by region 1% For personal use only • Domestic steelmakers (BlueScope and Arrium) Where we sell our products • Exports predominately to India, Japan, South Korea, Taiwan and Europe 17% 38% • Illawarra Metallurgical Coal produces a premium hard Product

  10. Slide 10: Alumina Market Overview

    • ALUMINA MARKET OVERVIEW Alumina monthly price1,2 China bauxite imports3 For personal use only (US$/t) • (Mt annualised) South-West China domestic price (US$/t) Indonesia India Australia Malaysia Guinea Other Australia FOB price (US$/t) 500 100 Start of Indonesian Decreasing Chinese ban on ore expo

  11. Slide 11: Alumina Marketing

    • ALUMINA MARKETING FY16 sales revenue by region 3% 2% For personal use only • Internal consumption (Hillside and Mozal smelters) Where we sell our products • Exports predominately to Middle East, Asia and 10% Europe 26% 13% • Smelter grade alumina that may attract a premium for Product types its va

  12. Slide 12: Nickel Market Overview

    NICKEL MARKET OVERVIEW LME nickel price and exchange Stocks1 China nickel ore imports and NPI supply2 For personal use only (LHS: US$/t, RHS: kt) (LHS: Mt ore, RHS: kt) SHFE Stocks (RHS) Indonesia Ore Imports (LHS) LME Stocks (RHS) Philippines Ore Imports (LHS) LME Nickel Price (LHS) Amid falling pr

  13. Slide 13: Ferronickel Marketing

    • FERRONICKEL MARKETING FY16 sales revenue by region 2% For personal use only 4% • Exports mainly to Asia 7% Where we sell our products • Small amount of off-specification product sales made 37% • Ferronickel (an alloy of nickel and iron) 18% Product types • 29% nickel content • Sold predominately t

  14. Slide 14: South32

    For personal use only SOUTH32

South32 — Investor Presentation (October 2016) on 6ix