Corporate Presentation 6M2015 Results
Commercial Review
Bukit Asam
Global Coal Review
1,800
1,600
Pacific Basin Seaborne Thermal Coal Import Demand
by Country and Rank (Mt)
2500
Seaborne Thermal Coal Exports by Country (Mt)
1,400
2000
1,200
1,000
1500
800
Mt
Mt
600
1000
400
500
200
0
2014 2016 2018
Japan, S Kor, Taiwan high
2020
All others low
2022 2024 2026 2028
■Japan, S Kor, Taiwan low
■China high
2030 2032 2034
All others high
China low
0
2008 2010 2012 2014 2016 2018 2020 2022 2024 2026 2028 2030 2032 2034
■India high
■India low
Australia
North Korea
Canada
Poland
China
Russia
Colombia
South Africa ■USA
Indonesia
■Mozambique
Vietnam
Source: Wood Mackenzie Coal Market Service, December 2014
Atlantic Basin Seaborne Thermal Coal Import Demand
250
Source: Wood Mackenzie Coal Market Service, July 2014
Thermal Coal FOB Price Forecast
200
150
TOO
50
by Country (Mt)
0
2014 2016 2018
2020
2022 2024 2026 2028
2030 2032 2034
■Germany high
■United Kingdom high
■Turkey high
■Italy high
■Israel high
■France high
■Brazil high
■All others high
All others low
Source: Wood Mackenzie Coal Market Service, December 2014
US$t (Original Energy Values
$100
$90
$80
$70
$60
$50
$40
$30
Jan-13 May-13 Sep-13 Jan-14 May-14 Sep-14 Jan-15
-FOB Newcastle (Hist.)
FOB Richards Bay (Hist.)
-ARA DES (Hist.)
■FOB EnviroCoal (Hist.)
FOB EcoCoal (Hist.)
WM Forecast: FOB Newcastle 5,500 NAR HA
May-15 Sep-15
WM Forecast: FOB Newcastle
WM Forecast: FOB Richards Bay
WM Forecast: ARA (DES)
WM Forecast: EnviroCoal
WM Forecast: EcoCoal
JPU Newcastle Contract
Source: globalCOAL and Indonesian Govt (History), Wood Mackenzie Coal Market Service, June 2014
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