Barclays 2012 CEO Energy/Power Conference - Peabody Energy

Global Seaborne Supply: Australia andIndonesia Expected to Lead Growth2011 Total Exports2011-2016Growth2016ExportsIndonesia319130 – 160450 – 480AustraliaMetallurgical Thermal 281140 – 160420 – 440U.S.9330 – 50120 – 140Russia8815 – 25105 – 115Colombia7735 – 45110 – 120South Africa6710 – 1575 – 80CanadaMongolia2433Total 2011 Exports:1,040 Million Tonnes0 – 535 – 5035 – 4060 – 75China14(15 – 5)0 – 10Other440 50 100 150 200 250 300 3505 – 10 50 – 55385 – 5151,425 – 1,555Source: Peabody Global Analytics; McCloskey and Wood Mackenzie.Data shown in million tonnes. Excludes land-based exports, except Mongolia.12