Investor Day - Xstrata

Recommendations

Info

Q&A
<strong>Investor</strong> <strong>Day</strong>10 September 201308:15 - Welcome and Overview | Ivan Glasenberg09:00 - Finance Update | Steven Kalmin09:30 - Coal | Tor Peterson & Peter Freyberg10:15 - Break10:35 - Agricultural Products | Chris Mahoney11:05 - Oil | Alex Beard11:45 - Zinc | Daniel Maté & Chris Eskdale13:45 - Copper | Telis Mistakidis14:30 - Nickel | Kenny Ives & Peter Johnston15:15 - Break15:30 - Ferroalloys | Stuart Cutler & Gary Nagle16:15 - Conclusion
Page 1 and 2:
Investor Day10 September 201308:15
Page 3 and 4:
Ivan GlasenbergCEO
Page 5 and 6:
Sector overview
Page 7 and 8:
Commodity prices reflect too much c
Page 9 and 10:
Merger update
Page 11 and 12:
Merger highlights• Integration co
Page 13 and 14:
Synergies of at least $2bn in 2014
Page 15 and 16:
Glencore Xstrata today - a leading
Page 17 and 18:
Low cost production base with high
Page 19 and 20:
Our philosophy and parameters on ca
Page 21 and 22:
Board reconstruction has begunAntho
Page 23 and 24:
Page 25 and 26:
CFO Highlights• Key regional hubs
Page 27 and 28:
Lower headline and sustaining capex
Page 29 and 30:
New debt guarantee structure implem
Page 31 and 32:
Balance sheet remains robust and fl
Page 33 and 34:
Glencore’s flexible capital model
Page 35 and 36:
Q&A
Page 37 and 38:
How does Glencore find the best inv
Page 39 and 40: Our values• Entrepreneurialism•
Page 41 and 42: Growth - MarketingMarketing has mad
Page 43 and 44: Duration of Marketing financing is
Page 45: Solid credit profile across the cyc
Page 48 and 49: This presentation has been prepared
Page 50 and 51: Coal highlightsLeading thermal coal
Page 52 and 53: Industrial synergies and cost savin
Page 54 and 55: Jun12Exp ProjSavingsDec12Exp ProjSa
Page 56 and 57: Thermal projects in execution will
Page 58 and 59: Coal production mix offers geograph
Page 60 and 61: Coal project commissioning datesUla
Page 62 and 63: Major project update - Ravensworth
Page 64 and 65: Major project update - TweefonteinA
Page 66 and 67: Projects: Portfolio Rationalisation
Page 68 and 69: Marketing - how we create valueArbi
Page 70 and 71: Conclusion• The merger creates th
Page 72 and 73: Investor Day10 September 201308:15
Page 74 and 75: Chris MahoneyAgricultural Products
Page 76 and 77: Historical pricesGlobal supply and
Page 78 and 79: Trading and logistics are integrate
Page 80 and 81: Viterra: significant reduction of o
Page 82 and 83: Agricultural Products location map8
Page 84 and 85: Glencore’s logistics infrastructu
Page 86 and 87: Asset baseCommodity Production capa
Page 88 and 89: Market update - short-term outlook
Page 92 and 93: This presentation has been prepared
Page 94 and 95: A high value, liquids-based strateg
Page 96 and 97: Glencore E&P progression• A strat
Page 98 and 99: Equatorial Guinea - Alen, now on st
Page 100 and 101: Cameroon - encouraging drilling res
Page 102 and 103: Chad - facilities completed and fir
Page 104 and 105: Glencore E&P - reservesGlencore gro
Page 106 and 107: Russneft• Corporate restructuring
Page 108 and 109: Oil departmentCEOIvan GlasenbergCFO
Page 110 and 111: Freight - ST Shipping and Transport
Page 112 and 113: ST Shipping fleet reductionShipping
Page 114 and 115: Investor Day10 September 201308:15
Page 116 and 117: Daniel MatéChris EskdaleZinc
Page 118 and 119: Zinc key asset overviewIndustrial a
Page 120 and 121: Zinc prioritiesWorld class portfoli
Page 122 and 123: Zinc divisional reporting structure
Page 124 and 125: Forecast zinc mine production growt
Page 126 and 127: Major project update - Bracemac-McL
Page 128 and 129: Major project update - George Fishe
Page 130 and 131: Further growth options• Multiple
Page 132 and 133: Marketing - how we create value•
Page 134 and 135: Xstrata merger opportunities - leve
Page 136 and 137: Market update - medium/long-term zi
Page 138 and 139: Q&A
Page 140 and 141:
This presentation has been prepared
Page 142 and 143:
Copper overviewThird largest global
Page 144 and 145:
Integration outcome - Corporate and
Page 146 and 147:
Resource baseContained copper in re
Page 148 and 149:
Enlarged copper production profilek
Page 150 and 151:
Modular investment can provide supe
Page 152 and 153:
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
Page 174 and 175:
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
Page 202 and 203:
Page 204 and 205:
Stuart CutlerGary NagleFerroalloys
Page 206 and 207:
Strong historical growth with a hig
Page 208 and 209:
Ferroalloys assets overview• Dive
Page 210 and 211:
Industrial synergies and cost savin
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
Page 243:
Market update - medium/long-term ou
Page 246 and 247:
Page 248 and 249:
Iron ore asset overviewMauritaniaRe
Page 250 and 251:
Marketing - how Glencore creates va
Page 252 and 253:
Iron ore structureCEOIvan Glasenber
Page 254 and 255:
Mauritania - proven mining district
Page 256:
Conclusion• Delivering value• S
show all

Investor Day - Xstrata

You also want an ePaper? Increase the reach of your titles

Delete template?

Save as template?