Slide 1: Iron Ore Investor briefing April 2012
1 Cape Lambert port, Western Australia Iron Ore Investor briefing April 2012 ©2012, Rio Tinto, All rights reserved
Slide 2: Overview
Investor briefing April 2012 | 2 Overview A short summary pack that will cover: • Achieving value with our products • Global seaborne iron ore supply remains challenged • Leadership in technology and innovation • Unrivalled expansion options ©2012, Rio Tinto, All rights reserved
Slide 3: Our products: achieving value for steel mill customers and for us
Investor briefing April 2012 | 3 Our products: achieving value for steel mill customers and for us • Steel mill customers value the quality of iron ore and consistent, uniform and reliable long term iron ore supply • Iron ore products are not homogenous, which affects their value-in-use to different
Slide 4: Challenges of bringing on new supply
Investor briefing April 2012 | 4 Challenges of bringing on new supply Announced and completed iron ore production • Over the 7 years to 2018, global supply capacity (global) additions need to be at the rate of at least (million tonnes) 100 Mt each year: − 500 Mt to satisfy expected demand 1000 800 g
Slide 5: Mine of the Future – advanced leadership in next generation technologies for mining operations
Investor briefing April 2012 | 5 Mine of the FutureTM – advanced leadership in next generation technologies for mining operations “Smart” Explosives Truck Autonomous Drilling • Operations Centre provide real time, co-ordinated decision- making • Conformance to plan improved markedly since implementa
Slide 6: Cape Lambert: the best Pilbara port expansion
Investor briefing April 2012 | 6 Cape Lambert: the best Pilbara port expansion • Stage 1 expansion of 53 Mt/a by H2 Car dumpers 2013, fully approved (x2) CD1 car dumper • Stage 2 expansion of 70 Mt/a by H1 replacement (20 Mt/a) 2015, subject to Board approval 1.8 km Existing Cape 2.5 km • Second sta
Slide 7: Port: current progress for 283 Mt/a expansion
Investor briefing April 2012 | 7 Port: current progress for 283 Mt/a expansion Dolphin #1 – Feb 2012 Wharf Works Car Dumper Tunnel ©2012, Rio Tinto, All rights reserved
Slide 8: Rail: current progress for 283 Mt/a expansion
Investor briefing April 2012 | 8 Rail: current progress for 283 Mt/a expansion Sleeper laying Tunkawanna Creek bridge Cut 9 – looking south ©2012, Rio Tinto, All rights reserved
Slide 9: Mines: current progress for 283 Mt/a expansion
Investor briefing April 2012 | 9 Mines: current progress for 283 Mt/a expansion Brockman 4 phase II and West Turner Syncline: Early a.m. concrete pour for crusher base ROM drainage construction Primary crusher base & ROM wall start ©2012, Rio Tinto, All rights reserved
Slide 10: Summary
Investor briefing April 2012 | 10 Summary • Demand for iron ore remains strong and supply options of some others remains challenging • China will continue to increase steel production reaching 1bt per annum in 2020 • Our products have beneficial value for steel mill customers and us • Benefits of ne