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 and
Adani in Australia.
Coal will continue to remain
relevant as a source of power in
the next two decades.
400
350
300
250
200
150
100
50
US/t FOB QLD
0
Queensland Hard Coking Coal FOB (USD/tonne)
Q1/10
Q2/10
Q3/10
Q4/10
Q1/11
Q2/11
Q3/11
Q4/11
Q1/12
world net electricity generation by source
trillion kilowatthours
40
30
Utilisation is projected to remain
20
constant at 10 trillion
kilowatthours, ~30% of fuel
requirements.
Source: EIA International Energy Outlook 2016
Strictly Private & Confidential
10
Sime
Darby
Developing
Sustainable Futures
Q2/12
Q3/12
Q4/12
Q1/13
Q2/13
Q3/13
Q4/13
Q1/14
Q2/14
Q3/14
Q4/14
Q1/15
Q2/15
Q3/15
Q4/15
Q1/16
Q2/16
Q3/16
Q4/16
Q1/17
Q2/17
Q3/17
Nuclear
Other renewables
Hydropower
Natural gas
0
Liquids
2012
2020
2025
2030
2035
2040
25
CoalView entire presentation