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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 Coal
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