Anglo American Plc · LSE:AAL
Anglo American — Investor Presentation (May 2019)
19 slides from Anglo American's investor presentation, May 20, 2019
Slide 1: FutureSmart Mining
FUTURESMART MINING™ Tony O’Neill, Group Technical Director, Anglo American Anglo American Analyst Roundtable 20 May 2019 1
Slide 2: Cautionary Statement
CAUTIONARY STATEMENT Disclaimer: This presentation has been prepared by Anglo American plc (“Anglo American”) and comprises the written materials/slides for a presentation concerning Anglo American. By attending this presentation and/or reviewing the slides you agree to be bound by the following con
Slide 3: We Are Re-imagining Mining
WE ARE RE-IMAGINING MINING Operating Model P101 FutureSmart Mining Digitalisation The Intelligent Mine Technology Innovation The Concentrated Mine The Waterless Mine The Modern Mine Sustainability Sustainable Mining Plan 3
Slide 4: Operational Excellence as Standard
OPERATIONAL EXCELLENCE AS STANDARD Operating Model 1. Provides clarity 2. Produces stability 3. Reduces variability “Integrity and certainty, by nature” 4
Slide 5: FutureSmart Mining
FUTURESMART MINING™ Concentrated Mine™ Waterless Mine Modern Mine Intelligent Mine 5
Slide 6: Step-changing the Intensity Equation
STEP-CHANGING THE INTENSITY EQUATION Challenge Precision mining with minimal energy, water and capital intensity Approach Concentrate the Mine™ concept: 1. Coarse particle recovery 2. Bulk sorting 3. Grade Engineering™ 4. Precision classification 5. Ultrafine recovery 6. Novel leach Value CPR: 20% i
Slide 7: Recovering and Avoiding Water
RECOVERING AND AVOIDING WATER Challenge ~75% current portfolio located in water constrained regions Approach 1. Coarse particle recovery 2. Dry stacking 3. Dry processing Value Reduced footprint Increased water recovery Reduced TSF risk Removal of expansion constraints 7
Slide 8: Novel Leaching Unlocking New Value
NOVEL LEACHING UNLOCKING NEW VALUE Challenge Re-dressing environmental legacies to recover low grade mineral concentrates Approach 1. Novel leach 2. Coarse particle recovery Value Re-dressing environmental legacies Reduction in water intensity Reduction in energy intensity Removal of constraint elem
Slide 9: Delivering Enduring Value Through Smart Energy
DELIVERING ENDURING VALUE THROUGH SMART ENERGY Challenge Transformational use of renewables Approach 1. Oversize PV 2. Plant tariff demand arbitrage 3. Produce H2 with excess PV 4. Consume H2 in trucks Value Reduce GHG on large site by 30% in plant and 100% in trucks Increase truck power by 5% Energ
Slide 10: Re-defining the Risk Profile: Work
RE-DEFINING THE RISK PROFILE Work Challenge Everyone goes home safely every day Approach 1. Modernise – Electro-hydraulic drills, gel explosives, no scraper-winches 2. Mechanise – Remote operated ultra-low- profile equipment 3. Continuous cutting – Hard rock cutting machines 4. Swarm robotics – Smal
Slide 11: Re-defining the Risk Profile: Tailings
RE-DEFINING THE RISK PROFILE Tailings Challenge Eliminate wet tailings Approach Reduce risk 1. Fibre-optic sensing 2. Satellite monitoring Eliminate 1. Coarse particle recovery 2. Unsaturated stacking 3. Dry processing Value Increased water recovery >80% for similar cost Reduced footprint Increased
Slide 12: Engineering Dry Stacks
ENGINEERING DRY STACKS Challenge Create a dry stable stack from wet tails Approach 1. Engineer and construct vs placement 2. Hydraulically place CPR sand with conventional thickened tailings 3. Creates drainage pathways throughout Value Water recovery for additional production Rapid transition to dr
Slide 13: Authoring the Optimal Mining System with Digitalisation
AUTHORING THE OPTIMAL MINING SYSTEM WITH DIGITALISATION Advanced Process Control 2% recovery/yield 5% process throughput 30% process stability 5% energy efficiency 13
Slide 14: Data Analytics Platform
DATA ANALYTICS PLATFORM Providing business insight, empowering better decisions Approach Component Criteria Options1 Result 1. Build an end-to-end data • Capability & Capacity NEXTGEN APPS AA will prime PMO, platform that supports the System Integration • Speed to delivery product development & (SI
Slide 15: Cavity Prediction During Longwall Operations
CAVITY PREDICTION DURING LONGWALL OPERATIONS Challenge Predict cavity risk to optimise operating approach Approach 1. Use artificial intelligence to model the parameters and learn from outcomes 2. Identify geologically similar blocks 3. Determine historically best operating regime 4. Recommend futur
Slide 16: Assisted Hyperspectral Core Logging
ASSISTED HYPERSPECTRAL CORE LOGGING Challenge Precision geological information in minimal time Textural Search … Approach Use machine learning to augment geoscience expertise and automate logging & material classification Value Dramatic decrease in drill to resource model time Increase in precision
Slide 17: $3-4bn Cost & Volume Improvement
$3-4BN COST & VOLUME IMPROVEMENT $2-3bn $3-4bn Technology and innovation: ~$1bn Operating Model & P101 Technology & Innovation Projects $0.5bn Met Coal P101 $0.4bn Other cost & volume 20181 20191 2020-221 1. EBITDA volume and cost variance. Volume variance calculated as increase/(decrease) in sales
Slide 18: Re-imagine Mining, to Improve People's Lives
FUTURESMART MINING™ RE-IMAGINE MINING, TO IMPROVE PEOPLE’S LIVES 18
Slide 19: Thank You
THANK YOU Real Mining. Real People. Real Difference.