Rio Tinto Plc · LSE:RIO
Rio Tinto — Corporate Update (March 2008)
16 slides from Rio Tinto's corporate update, Mar 17, 2008
Slide 1: ASX cover letter for Rio Tinto Alcan presentation
120 Collins Street Melbourne 3000 Australia Postal Address: GPO Box 384D Melbourne 3001 Australia T +61 (0) 3 9283 3333 F +61 (0) 3 9283 3707 For personal use only Company Announcements Office Australian Stock Exchange Limited SYDNEY NSW 2000 17 March 2008 Dear Sir, Attached is a presentation from R
Slide 2: Rio Tinto Alcan Financial community site visit
For personal use only Rio Tinto Alcan Financial community site visit 12 – 14 March 2008
Slide 3: Cautionary statement
Cautionary statement For personal use only This presentation has been prepared by Rio Tinto plc and Rio Tinto Limited (“Rio Tinto”) and comprises the slides for a presentation concerning Rio Tinto. By reviewing/attending this presentation you agree to be bound by the following conditions. Forward lo
Slide 4: Sandeep Biswas, Senior Vice President Business Development
For personal use only Sandeep Biswas Senior Vice President Business Development 14 March 2008 Financial community site visit (12 - 14 March 2008) 3
Slide 5: Forecast aluminium demand implies…
Forecast aluminium demand implies… For personal use only Production and consumption Mt 55 Forecast 50 Aluminum 17 Mt * or demand 34-57 new smelters2 45 40 35 Aluminum production1 30 3 2005 2006 2007 2008 2009 2010 2011 2012 * This also implies an additional: 33 Mt of alumina capacity, 80 Mt of bauxi
Slide 6: Aluminium industry growth drivers
Aluminium industry growth drivers For personal use only Competitive Sustainable and long-term Capital energy supply Growth Reliable long-term Critical Success Factors alumina and raw • Proven technology materials supply • Project execution • Operating know-how • Global reputation for performance and
Slide 7: Rio Tinto Alcan – a platform for growth
Rio Tinto Alcan – a platform for growth For personal use only A unique combination of competitive strengths • Leading technology for aluminium smelting and alumina refining • Leading producer of bauxite, alumina and primary metal • Extensive mine, refinery and smelter project pipelines • Vast experi
Slide 8: New group structure with mandate to accelerate growth
New group structure with mandate to accelerate growth For personal use only Senior Vice President Business Development Vice President Vice President Vice President Vice President Vice President Business Technology and Strategy & Business Business Development Equipment Sales and Investments Developme
Slide 9: Strong project pipeline
Strong project pipeline For personal use only Arvida, Canada (100%) Straumsvik, Iceland (100%) Development of AP50 Pilot Plant • Under consideration: ~280 kt • Ph I under consideration: ~ 60 kt • Potential ph II: ~ 210 kt (replacing current Arvida smelter with capacity of ~ 165 kt) Abu Dhabi (50%) A
Slide 10: Malaysia smelter project
Malaysia smelter project For personal use only Sarawak smelter project • Proven AP3X technology Leading • Management Technology • Secure long-term, low-cost hydro electricity Strong • Favourable fiscal environment Current status Financials • Expansion potential • Heads of agreement signed with Cahya
Slide 11: Abu Dhabi smelter project
Abu Dhabi smelter project For personal use only Abu Dhabi smelter project • Proven AP3X technology Leading Technology • Reliable long-term power supply Strong • Attractive fiscal environment Current status Financials • Discussions are continuing with JV partner • Metal offtake • Pre-feasibility stud
Slide 12: Saudi Arabia integrated smelter and refinery project
Saudi Arabia integrated smelter and refinery project For personal use only Ma’aden project • Proven RTA refining and smelting technology Leading • Management and Operational Support Technology Agreement • Long-term fuel oil supply at attractive price • Owned power plant on site with backup Strong Cu
Slide 13: South Africa smelter project
South Africa smelter project For personal use only Coega smelter project • Proven AP3X technology Leading • Management and Operational Support Technology • Secure long-term, low-cost electricity Strong • Attractive capital costs Financials • Excellent economies of scale Current status • Alumina supp
Slide 14: Guinea refinery project
Guinea refinery project For personal use only Guinea refinery project • Proven Alcoa refining technology Leading • RTA to operate CBG mine Technology • Access to Guinea’s high quality bauxite Strong resources, the largest in the world Current status Financials • Attractive multiple brownfield expans
Slide 15: Renewing our pipeline
Renewing our pipeline For personal use only Additional growth projects • Ghana Bauxite and • Madagascar Alumina • Brazil • Laos • Vietnam • Cameroon • India • Algeria Primary • Libya Aluminium • Cameroon • India Source: Rio Tinto Alcan 14 March 2008 Financial community site visit (12 - 14 March 2008
Slide 16: Competitive strengths to drive growth
Competitive strengths to drive growth For personal use only • Leading technology for aluminium smelting and alumina refining • Leading producer of bauxite, alumina and primary metal • Strong operating experience – 24 smelters on 5 continents • World class smelting equipment and support supplier • Lo