Barclays 2012 CEO Energy/Power Conference - Peabody Energy

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Significant Demand Shift TowardPRB and Illinois BasinPRB advantage● Low end of cost curve● Primary source for new plants● Benefits from basin switching● Asian export potentialILBExpected U.S. ProductionChange 2011 – 2016(Tons in Millions)Illinois Basin advantage● Major source for new plants● Benefits from new scrubbersand basin switching● Transport advantage to GulfCAPP● Challenged to compete withnatural gas generation andPRB/Illinois BasinSource: Peabody Global Analytics and industry reports.SPRBCOOtherCAPP-80 -60 -40 -20 0 20 4016
Million Tonnes of Oil Equivalent200920202035Coal: The World’s FastestGrowing Major Fuel60%50%56%Growth 2001 – 2011 Growth to 20355,0004,00040%30%35%31%3,00020%10%13%2,0001,0000%Coal Hydro NaturalGasOil0%NuclearLargest Share of Global Energy Since 19690Coal Oil N. Gas Nuclear Hydro OtherCoal Expected to Pass Oil by 2035Source: BP Statistical Review of World Energy 2012; International Energy Agency, World Energy Outlook 2011 „Current Policies‟ scenario. 17
Page 1: Barclays EnergyConferenceGregory H.
Page 5 and 6: Global CoalMarkets5
Page 8 and 9: Annual World Coal Demand Expected t
Page 10 and 11: China Demand Expected to Grow~1.0 B
Page 12 and 13: Global Seaborne Supply: Australia a
Page 14 and 15: U.S. Markets: Rising Gas Prices and
Page 18 and 19: Peabody’sGlobalPlatform
Page 20 and 21: Peabody Delivering Strong ResultsAm
Page 22 and 23: Peabody U.S. Platform: Continued Fo
Page 24 and 25: Peabody’s Australia Platform Expa
Page 26 and 27: Peabody Advancing Late-StageProject
Page 28 and 29: Acquisition IntegrationRemains on T
Page 30 and 31: Acquisition SignificantlyStrengthen
Page 32 and 33: Peabody Positioned for Success inAl
Page 34: Appendix:Reconciliation of Non-GAAP

Barclays 2012 CEO Energy/Power Conference - Peabody Energy

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