BHP Group Ltd · ASX:BHP
BHP — BHP Billiton — 10th St. Petersburg International Economic Forum 2006
15 slides from BHP's conference presentation, Jun 13, 2006
Slide 1: Global Trends in the Natural Resource Sector
Global Trends in the Natural Resource Sector C W Goodyear Chief Executive Officer 10th St. Petersburg International Economic Forum St. Petersburg, 13 June 2006
Slide 2: 1990 – Industry structure
1990 – Industry structure In 1990 the top five companies accounted for less than 25% 140 130 of total resource equity market value Market Cap. at end of 1990 (US$B) 120 110 Market value of minerals industry US$150 bn 100 Value of Top Five US$36 bn 90 80 70 60 50 Placer Dome 40 Anglo Am. Driefontein
Slide 3: BHP Billiton is now the world's largest diversified resource company
BHP Billiton is now the world’s largest diversified resource company Petroleum Aluminium Base Metals Carbon Steel Materials Diamonds & Spec Prod Energy Coal Stainless Steel Materials Slide 3
Slide 4: 10 year historical Chinese demand
10 year historical Chinese demand ‘000 tonnes % million tonnes % 4,000 25% 350,000 35% 3,500 300,000 30% Chinese refi ned copper Chinese crude steel 20% consumpti on 3,000 consumption 250,000 25% % share of world refi ned copper % share of gl obal crude steel 2,500 consumption (right hand scale) con
Slide 5: Steel intensity of use
Steel intensity of use Steel Intensity per Capita 1200.0 USA (1900-2004) 1000.0 Japan (1950-2004) S. Korea (1970-2004) Taiwan (1970-2004) 800.0 China (1970-2004) Kg Steel/Capita 600.0 400.0 200.0 0.0 0 5000 10000 15000 20000 25000 30000 35000 40000 45000 GDP/Capita (PPP, Jan. 2006 US$'000) Source: W
Slide 6: Energy intensity of use
Energy intensity of use Energy Intensity per Capita 10.0 USA (1960-2004) Japan (1960-2004) Energy Use per Capita (Oil Equivalent tonnes) 8.0 S. Korea (1965-2004) Germany (1965-2004) Taiwan (1965-2004) China (1965-2004) 6.0 4.0 2.0 0.0 0 5000 10000 15000 20000 25000 30000 35000 40000 45000 GDP/Capita
Slide 7: 2006 - industry structure
2006 - industry structure 140 Today the top five companies account for over 40% of BHPB 130 total resource equity market value 120 Market Cap. on 21 April 2006 (US$Bn) 110 100 Market value of minerals industry US$795bn Value of Top Four US$329bn Anglo American Rio Tinto 90 80 70 CVRD 60 50 Shenhua P
Slide 8: Deep inventory of growth projects
Deep inventory of growth projects Atlantis North Koala Koala UG UG BROW NFIELD Zamzama Phase 2 Alumar Alumar As at 15 February 2006 BMA Phase 2 Size of bubble in dicates proposed $$US US capital expenditure; bold outer 200M 200M border sig nifie s sanctioned proje ct. Yabulu Yabulu NWS NWS T5 T5 Wor
Slide 9: Escondida
Escondida él bhpbilliton Slide 9
Slide 10: Mozal
dl bhpbilliton Slide 10
Slide 11: Olympic Dam
Olympic Dam • World-class copper-uranium-gold-silver mineral resource. • 34% of world’s uranium reserves. • BHP Billiton ideally placed to meet increasing demand for uranium. ‘000 tonnes of U3O8 2000 The world’s top twenty uranium deposits by remaining resources Olympic Dam 1500 1000 Operating Mine
Slide 12: BHP Billiton-Norilsk Nickel Alliance
BHP Billiton-Norilsk Nickel Alliance • Alliance between world's largest diversified resources company and Russia's largest mining company • Significant growth opportunities - geographical diversification for BHP Billiton and commodity diversification for Norilsk Nickel • Initial focus on exploration
Slide 13: A sustainable future
A sustainable future What BHP Billiton brings to Russia: A model based on developing and sustaining relationships with both local businesses and local communities A track record of in-country expansion and re-investment ensuring long term prosperity for all partners A long term partnership based
Slide 14: Conclusion “Win – Win – Win – Win”
Conclusion Market Needs + Norilsk Nickel + BHP Billiton + Communities = “Win – Win – Win – Win” Slide 14
Slide 15: Global Trends in the Natural Resource Sector
Global Trends in the Natural Resource Sector C W Goodyear Chief Executive Officer 10th St. Petersburg International Economic Forum St. Petersburg, 13 June 2006
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