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Investor Day10 September 201308:15
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Ivan GlasenbergCEO
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Sector overview
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Commodity prices reflect too much c
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Merger update
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Merger highlights• Integration co
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Synergies of at least $2bn in 2014
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Glencore Xstrata today - a leading
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Low cost production base with high
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Our philosophy and parameters on ca
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Board reconstruction has begunAntho
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Investor Day10 September 201308:15
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CFO Highlights• Key regional hubs
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Lower headline and sustaining capex
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New debt guarantee structure implem
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Balance sheet remains robust and fl
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Glencore’s flexible capital model
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Q&A
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How does Glencore find the best inv
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Our values• Entrepreneurialism•
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Growth - MarketingMarketing has mad
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Duration of Marketing financing is
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Solid credit profile across the cyc
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This presentation has been prepared
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Coal highlightsLeading thermal coal
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Industrial synergies and cost savin
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Jun12Exp ProjSavingsDec12Exp ProjSa
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Thermal projects in execution will
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Coal production mix offers geograph
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Coal project commissioning datesUla
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Major project update - Ravensworth
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Major project update - TweefonteinA
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Projects: Portfolio Rationalisation
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Marketing - how we create valueArbi
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Conclusion• The merger creates th
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Investor Day10 September 201308:15
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Chris MahoneyAgricultural Products
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Historical pricesGlobal supply and
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Trading and logistics are integrate
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Viterra: significant reduction of o
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Agricultural Products location map8
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Glencore’s logistics infrastructu
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Asset baseCommodity Production capa
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Market update - short-term outlook
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Q&A
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This presentation has been prepared
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A high value, liquids-based strateg
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Glencore E&P progression• A strat
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Equatorial Guinea - Alen, now on st
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Cameroon - encouraging drilling res
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Chad - facilities completed and fir
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Glencore E&P - reservesGlencore gro
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Russneft• Corporate restructuring
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Oil departmentCEOIvan GlasenbergCFO
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Freight - ST Shipping and Transport
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ST Shipping fleet reductionShipping
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Investor Day10 September 201308:15
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Daniel MatéChris EskdaleZinc
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Zinc key asset overviewIndustrial a
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Zinc prioritiesWorld class portfoli
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Zinc divisional reporting structure
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Forecast zinc mine production growt
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Major project update - Bracemac-McL
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Major project update - George Fishe
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Further growth options• Multiple
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Marketing - how we create value•
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Xstrata merger opportunities - leve
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Market update - medium/long-term zi
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Q&A
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This presentation has been prepared
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Copper overviewThird largest global
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Integration outcome - Corporate and
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Resource baseContained copper in re
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Enlarged copper production profilek
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Modular investment can provide supe
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Major project update - KatangaDescr
- Page 154 and 155: Major project update - Mutanda and
- Page 156 and 157: Major project update - Mopani Syncl
- Page 158 and 159: Major project update - Las BambasDe
- Page 160 and 161: Further growth optionality - Mutand
- Page 162 and 163: Further growth optionality - Corocc
- Page 164 and 165: Chinese Fixed Assets Investment % y
- Page 166 and 167: Crude steel consumption (Mt)Copper
- Page 168 and 169: Crude steel consumption (Mt)Copper
- Page 170 and 171: Global copper demand (Mt)Copper dem
- Page 172 and 173: Q&A
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- Page 176 and 177: Nickel highlightsTop three integrat
- Page 178 and 179: Nickel divisional reporting structu
- Page 180 and 181: Capital focusHighlights• XNA - Re
- Page 182 and 183: Koniambo - construction and product
- Page 184 and 185: Nickel resource baseContained nicke
- Page 186 and 187: Mined nickel production profileOwn
- Page 188 and 189: Nickel marketing
- Page 190 and 191: Marketing chainOreConcentratesInter
- Page 192 and 193: Healthy nickel demand growth to dat
- Page 194 and 195: Excess nickel supply yielded hefty
- Page 196 and 197: Development of NPI• NPI productio
- Page 198 and 199: No NPI without IndonesiaKey feature
- Page 200 and 201: Nickel market conclusionsThe bad ne
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- Page 206 and 207: Strong historical growth with a hig
- Page 208 and 209: Ferroalloys assets overview• Dive
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- Page 212 and 213: Large long-life resource base (chro
- Page 214 and 215: First quartile ferrochrome cost str
- Page 216 and 217: Major project update - Lion II smel
- Page 218 and 219: Major project update - Eland• Own
- Page 220 and 221: Marketing - how we create value•
- Page 222 and 223: Global FeCr production growth align
- Page 224 and 225: Vanadium, FeSi, SiMn and Co demand
- Page 226 and 227: Q&A
- Page 228 and 229: FeMn production growth tempered but
- Page 230 and 231: Ivan Glasenberg
- Page 233 and 234: Andrew CaplanAluminium
- Page 235 and 236: Aluminium overviewGlencore assets a
- Page 237 and 238: Sherwin Alumina (100%)Location• C
- Page 239 and 240: UC Rusal (8.8%)Overview• Largest
- Page 241 and 242: Alumina/Aluminium marketing value c
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- Page 248 and 249: Iron ore asset overviewMauritaniaRe
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- Page 252 and 253: Iron ore structureCEOIvan Glasenber
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Mauritania - proven mining district
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Conclusion• Delivering value• S