OneSteel Whyalla Investor Site Tour Presentation

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Business environment is recovering slowlyMarket conditions are improving slowly, but:• Variable market sentiment, herd effect drivingferrous prices volatility• Steel capacity coming back• Chinese return to the ferrous scrap marketunderwrote demand through the GFC and stillshapes price etc• Turkish & Italian buyers all in or all out• Chinese demand has underpinned non ferrousmarkets, continued uncertainty elsewherecreates volatility• Developed economies manufacturing andconstruction activity is still down on pre GFClevels – prompt and obsolete scrap supply is stilltight, compounded by high collection rates prethe GFC• Intense competition for share of scrap metalssupply is compressing margins10
Record volatility in ferrous pricesBut prices are coming back towards an equilibrium reflecting marginalpig iron costs (in turn a function of spot iron ore and coal) and scarcityBenchmark HM1 - US West Coast to Nth Asia(Tex Price - USD / tonne, C&F, ROK)750700650600550500450400350300250200150100Tex HM1 Scrap C&F ROK - USD$800$700$600$500$400$300$200$100$0Jun-07Aug-07Oct-07Dec-07Feb-08Apr-08Jun-08Aug-08Oct-08Dec-08Feb-09Apr-09Jun-09Aug-09Oct-0911CFR - USD / TonneJul-95Jul-96Jul-97Jul-98Jul-99Jul-00Jul-01Jul-02Jul-03Jul-04Jul-05Jul-06Jul-07Jul-08Jul-09
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OneSteel WhyallaInvestor Site Tour
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ContentsMr Mark Parry, Chief Execut
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OneSteel operationsMaterialsManufac
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Iron ore miningKey objectives• Co
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Iron ore mining• During last year
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Iron ore miningConcentrator perform
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Reserves and resources
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Reserves and resources• Expected
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Reserves and resourcesProject Magne
Page 19 and 20:
Exploration19
Page 21 and 22: Non ferrous explorationWhy explore
Page 23 and 24: Non ferrous explorationProgram• I
Page 25 and 26: Manufacturing
Page 27 and 28: Whyalla manufacturing overview• O
Page 29 and 30: Whyalla manufacturing - output leve
Page 31 and 32: Whyalla manufacturing - market cond
Page 33 and 34: Whyalla - response to GFC“Back to
Page 35 and 36: Whyalla manufacturing - focus looki
Page 37 and 38: CPRSScope 1Scope 1 and 2MtMtIron an
Page 39 and 40: Whyalla Pellet Plant• Whyalla Pel
Page 41 and 42: Whyalla Blast Furnace• Historic a
Page 43 and 44: Whyalla Structural Mill• Operatio
Page 45 and 46: Labour• Whyalla OneSteel Employee
Page 47 and 48: OneSteel Whyalla - facility upgrade
Page 49 and 50: Integrated Steelworks facilitiesCas
Page 51: Technology / Operational alliances
Page 54 and 55: OneSteel WhyallaInvestor Site Tour
Page 56 and 57: Agency arrangement with BHPB• BHP
Page 58 and 59: Market has been disrupted by a rang
Page 60 and 61: Contract sales• Initially we had
Page 62 and 63: 14,00012,000910,0008,0006,0004,0002
Page 64 and 65: We recycle metalsCustomersCollect &
Page 66 and 67: A strategic international footprint
Page 68 and 69: Supported by a simple operating sty
Page 70 and 71: Some statistics to scope our busine
Page 74 and 75: Non ferrous prices impacted by effe
Page 76 and 77: Intake impacted by effects of GFC (
Page 78 and 79: Driving a lower cost baseCritical E
Page 80 and 81: Significant cost reductionsThe busi
Page 82 and 83: The business has clear prioritiesGi
Page 84: • These presentations contain cer
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OneSteel Whyalla Investor Site Tour Presentation

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