Investor Presentaiton
2021 INVESTOR DAY
Coal volume scenarios1
A broad range of potential volume outcomes over 20 years
AUSTRALIA: COAL EXPORT VOLUME (MILLION TONNES)
600mt
500mt
400mt
300mt
200mt
AURIZON.
Growth
20-30 | 20-40
个个
100mt
Legend
>2%
2010
2015
2020
2025f
2030f
2035f
2040f
favourable CAGR
1 Commodity Strong 3 Port Constrained Australia
5 Carbon Constrained Asia
>2%
2- Current Economics 4 Mine/Regulatory Constrained Australia -6 Rapid Decarbonisation
adverse CAGR
increase/
decrease vs. today
1. As noted on slide 2 these are scenarios (and associated cash flow modelling) not predictions or forecasts and do not constitute definitive outcomes for Aurizon. It is difficult to predict which, if any, of these scenarios might eventuate. Further details of the scenarios,
assumptions and levers to model free cash flow are described in detail on slides 22-33. Additional scenario commentary provided in the appendix.
25View entire presentation