Investor Presentaiton
Sime Darby Industrial
■Key Industry Highlights
Metallurgical coal prices have
stabilised around
USD200/tonne vs. average FOB
cost for Queensland producers of
USD100/tonne.
The return to profitability has
sparked renewed capital
investment by BHP Billiton
Coal will continue to remain
relevant as a source of power in
the next two decades.
Utilisation is projected to remain
20
constant at 10 trillion kilowatt
hours, ~30% of fuel requirements.
10
Source: EIA International Energy Outlook 2016
Strictly Private & Confidential
30
40
400
350
300
250
200
150
100
50
0
Q1 2010
Q2 2010
Q3 2010
Q4 2010
Q1 2011
Q2 2011
Q3 2011
Q4 2011
Q1 2012
Q2 2012
Q3 2012
Q4 2012
Q1 2013
world net electricity generation by source
trillion kilowatthours
Queensland Hard Coking Coal FOB (USD/tonne)
Q2 2013
Q3 2013
Q4 2013
Q1 2014
Q2 2014
Q3 2014
Q4 2014
Q1 2015
Q2 2015
Q3 2015
Q4 2015
Q1 2016
0
Liquids
2012
2020
2025
2030
2035
2040
28
Q2 2016
Q3 2016
Q4 2016
Q1 2017
Q2 2017
Q3 2017
Q4 2017
Q1 2018
Q2 2018
Q3 2018
Q4 2018
Nuclear
Other renewables
Hydropower
Natural gas
Coal
Sime
DarbyView entire presentation