Companhia Siderurgica Nacional · BMFBOVESPA:CSNA3
Companhia Siderurgica Nacional — National Steel — Investor Presentation (September 2007)
39 slides from Companhia Siderurgica Nacional's investor presentation, Sep 27, 2007
Slide 1: Companhia Siderúrgica Nacional
COMPANHIA SIDERÚRGICA NACIONAL
Slide 2: Company history and milestones timeline
2006 2007 2008 2009 2010 Istiron ore 2005 arouncementof sigan kem enor production on oe production Irom ore production Casa de Pedea mine and Teg’ Project __Tagusi 21 Mpa 40 Mpa 55 Mpa Tagua coal terminal Rnnouncement of pertionalsta.up 2003 expansions bepin ‘Casa de Pedra of the 2 pelletizing Pelle
Slide 3: Slide 3
Slide 4: Mining
MINING
Slide 5: Location and Logistics
LOCATION AND LOGISTICS
Slide 6: CSN - Namisa Group mines, terminals and MRS
ime MRS I CSN - NAMISA GROUP ‘© LOADING TERMINALS © MINES © cmes cao CVRD & STEELWORKS wonizonre — MINES. usmanas SARZEDO \ nce COMPLE: a ENGENHO tak \EERNANDINHO cst “Funena COMPLEX — COMPLEX GERDAU- ACOMINAS CSN Geom | Central Line - MRS
Slide 7: Resources and Reserves
RESOURCES AND RESERVES
Slide 8: Reserves (Mt)
Reserves (Mt) 1,631 1,60 4,20 80 400| 278 306 | 44 o 1979 1988 1997 2006
Slide 9: Casa de Pedra Mine, pelletizing, rail and port capacity
‘COMPLEXO ‘SARZEDO. COMPLEXO ENGENHO Casa de Pedra Mine v Current Capacity: 16 Mtpa v Future Capacity: 53 Mtpa Pelletizing Plant ¥ CDP: 6.0 Mtpa Rail Transportation ¥ MRS 2S. comptexo "FERNANDINHO Port of Itaguai v Capacity: 30 Mtpa (Phase II)
Slide 10: Production capacity (Mtpa) over time
53 Mtpa 46 Mtpa 36 Mtpa 27 Mtpa 6 Mtpa 1993 1999 2005 2011 2017 2023 2029 2035 2041
Slide 11: Development of Mining Business
DEVELOPMENT OF MINING BUSINESS
Slide 12: Available ROM (Mt)
Available ROM (Mt) 1979 1986 1993 2000 2007
Slide 13: Casa de Pedra Mine future capacity
Casa de Pedra Mine v Current Capacity: 16 Mtpa v Future Capacity : 65 Mtpa Pelletizing Plant ¥ CDP: 6.0 Mtpa Rail Transportation ~ MRS $ Soemimons ‘COMPLEXO ‘SARZEDO. SS compLexo COMPLEXO ENGENHO FERNANDINHO con Port of Itaguai v Capacity: 70 Mtpa (Phase IV)
Slide 14: Product mix volumes by ore type
65 65 65 65 65 65 65 65 65 65 65 40 2 2007 2009 2011 2013 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 2035 2037 2039 @ Natural Pellet Ore (Lump Ore) m@ Small Lump (“Hematite”) m@ Sinter Feed m Pellet Feed * Volumes in Mtpa
Slide 15: Pelletization and port phases 2007-2011
40 Mtpa Phase 6 Mtpa Plant 20 Mtpa Plant Pelletization - 6 Mtpa Port Phase |-7 Mtpa Port Phase Il -30 Mtpa Port Phase Ill-45 Mtpa Port Phase IV -70 Mtpa 2007 2008 2009 2010 2011 HI conciudea EE 009 eee area
Slide 16: Development of the Mine
DEVELOPMENT OF THE MINE
Slide 17: Slide 17
Slide 18: Slide 18
Slide 19: Slide 19
Slide 20: Development of Processing
DEVELOPMENT OF PROCESSING
Slide 21: Lump Ore processing flow
LUMP ORE RECOVERED #20 CLASSIFICATION Pi ses, FLOTATION AND FILTERING SLAG HEAP PELLET FEED
Slide 22: Lump Ore processing flow
LUMP ORE (CRUSHING AND SCREENING RECOVERED 20 CLASSIFICATION GRAVITY CONCENTRATION MAGNETIC SEPARATION, FLOTATION AND FILTERING
Slide 23: Processing flow expansion
5 and 20 Mtpa RS eZ (CRUSHING, SCREENING AND CLASSIFICATION RECOVERED #20 =| 5 ery exNoe FLOTATION AND FILTERING ‘SLAG HEAPS PELLET FEED
Slide 24: Development of the Port
DEVELOPMENT OF THE PORT
Slide 25: Slide 25
Slide 26: Slide 26
Slide 27: Stockyard Capacity: 2.55 Mt
Stockyard Capacity: 2.55 Mt Coal: 0.55 Mt Iron Ore: 2.0 Mt ae ‘Coal and Coke Stockyard. R-RECLAIMER [coal and Coke Transy §: Stacker [cto coe enpet 6h STACKED RECLAIMER —
Slide 28: Slide 28
Slide 29: Slide 29
Slide 30: Stockyard Capacity: 6.6 Mt
Stockyard Capacity: 6.6 Mt Coal It NEW TWO- Tron Ore: 4.6 Mt vc PIER ITAGUAI PLANT STOCKYARDS 45 Mtpa PHASE, CURRENT DOCK COAL YARD TRON ORE YARD
Slide 31: Iron ore stacking and reclaiming system
2 Stack 3,000, uh 2 Reclaimers 3.000, uh TRON ORE YARD EE | <ee | DD Sesiasianicicom CD a Iron Ore tacking and Reclaiming System 1 Stacker 8.000, th 2s Rela 8800 th
Slide 32: Sea pier
SEA piel: Preliged Volum: 14.0 Mm3 + Maximum Dhrati: 2310 ml ~ tact Stay Ste (NEES SEF. 080h tt
Slide 33: Nacional Minérios
NACIONAL MINÉRIOS
Slide 34: Railway
EVIE RAILWAY — Fea ranway — mas nawway
Slide 35: Pelletizing
PELLETIZING
Slide 36: Slide 36
Slide 37: Slide 37
Slide 38: Slide 38
Slide 39: Thank You!
THANK YOU! SIGNATURE Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized. Date: September 26, 2007 COMPANHIA SIDERÚRGICA NACIONAL By: / S / Benjamin Steinbruch Benjami
National Steel — Investor Presentation (September 2007) on 6ix