Investor Presentaiton
2021 INVESTOR DAY
Thermal coal market
From a share of just 35% in 1990, Asia currently comprises over 80% of the import market.
In 2020, 98% of Australian thermal coal export volume was destined for this region
Asia: Thermal (Steam) Coal Import Volume | Share of Global Thermal (Steam) Coal Import Volume1
South East Asia (ex-Indonesia): Coal-Fired Generation Capacity (GW)²
1,000mt
900mt
800mt
700mt
600mt
500mt
400mt
300mt
200mt
35%
100mt
Omt
1990
1995
2000
2005
2010
2015
Thermal (Steam) Coal Import Volume [LHS]
Share of Global Thermal (Steam) Coal Import Volume [RHS]
100
85%
82%
80
80%
60
75%
40
40
70%
23
23
20
20
51
52
45
42
39
36
28
24
65%
0
2012 2013 2014
2015 2016 2017 2018
60%
Planned In Construction
New Builds
55%
Average Age of Coal-Fired Electricity Capacity³
50%
Typical economic life (40 years)4
45%
40%
35%
13 years
13 years
30%
AURIZON.
33
33
13
52
52
www.
2019 2020 2021 Const. Planned
Existing
Retirements
24 years
19 years
17 years
11 years
42 years
34 years
China
India
1. International Energy Agency, Coal Information 2020. Thermal (Steam) includes anthracite and bituminous/subbituminous thermal coal
2. S&P Global Market Intelligence World Electric Power Plants Database (March 2021)
Japan
South
Korea
Taiwan
South
Europe
East Asia5
North
America
3. S&P Global Market Intelligence World Electric Power Plants Database (March 2021) as at 2021, capacity weighted. Countries ordered by absolute capacity (left to right), followed by South East Asia. Europe and North America added for reference only.
4. International Energy Agency, World Energy Investment 2018
12
5. South East Asia (excluding Indonesia)View entire presentation