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1、What’shappeninginAustralianironore?PaulBartholomew,ManagingEditor,Australia,PlattsPlattsSteelMarketsEuropeConference,London-May23-242013DisclaimerPlattshastakenallreasonablestepstoensurethatalltheinformationincludedinthispresentation(including,withoutrestriction,facts,opini
2、onsandpredictions)iscorrect,accurateandreliablebutneverthelessexcludes,tothefullestextentpermittedbylaw,anyliabilityforanyincorrect,inaccurateorincompleteinformation.Tothefullestextentallowedbyapplicablelaw,thispresentationisprovidedonthebasisthatPlattswillnotbeliabletoanyi
3、ndividual,organisationorbusinessunderanycircumstanceswhatsoever(whetherincontract,negligenceoranyothertort,breachofstatutorydutyorotherwise)foranylossofprofitsorincome,businessinterruption,deficiencyofinformationorforincreaseinanycosts,liabilitiesorexpensesoranyotherloss,da
4、mage,cost,expenseorliabilitywhatsoeverand/orhoweverarisingdirectlyorindirectlyoutoforinconnectionwithorrelatingtotheinformationinthispresentationincluding,butnotrestrictedto,itsuseinmakinganydecisionTheshareholdersarerevolting!•Miningboomover?Anationaldebate•Volatilepriceen
5、vironment,slowingChinaunderminingconfidence•Shareholderswantcashreturns,notmoreexpansion•Newminingbossestakingmachetestocapexspend•Ironorecompaniesvaluedataround$95-100/mtbythemarketASXsharepricecarnage–Jan-May3Thetonsarecoming…finally!•Australianproducers’decade-longexpans
6、ionprogramsbearingfruit–capacityup30%in2013-14•StillastruggleoutsideofAustralia(strikes,delays,politicaluncertainty,infrastructureconstraints)•Indiantonstoremainabsent,someimportsWorldironoretrade(millionmt)201120122013fIronoreimportsIronorecapacityplans(millionmt/year)End-
7、12End-13EuropeanUnion27134128130Vale320320Japan128131132RioTinto253290China687745773BHPBilliton187220Korea,Rep.of656868Taiwan201820FMG100155IronoreexportsAngloAmerican/Kumba4545Australia438488554CSN2020Brazil324327333AtlasIron712India(netexports)50232Arrium712Canada323434Mt
8、Gibson69SouthAfrica434749Gindalbie/Ansteel’sKarara210WestAfrica(Guinea&111212Mauri
