Barclays 2012 CEO Energy/Power Conference - Peabody Energy

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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: <strong>Peabody</strong> Global Analytics; McCloskey and Wood Mackenzie.Data shown in million tonnes. Excludes land-based exports, except Mongolia.12
Australia Coal: Multiple AdvantagesOver Other Regions● Supplies 60% of world‟s seaborne metallurgical coal● Major competitive advantage with mines close toport; Ports close to high-growth markets● Largest exporter of high-CV thermal coal● <strong>Peabody</strong>‟s Australian marginsgreater than averageU.S. peer margins● Australian coal assets earnvaluations significantlyhigher thanU.S. counterparts13
Page 1: Barclays EnergyConferenceGregory H.
Page 5 and 6: Global CoalMarkets5
Page 8 and 9: Annual World Coal Demand Expected t
Page 10 and 11: China Demand Expected to Grow~1.0 B
Page 14 and 15: U.S. Markets: Rising Gas Prices and
Page 16 and 17: Significant Demand Shift TowardPRB
Page 18 and 19: Peabody’sGlobalPlatform
Page 20 and 21: Peabody Delivering Strong ResultsAm
Page 22 and 23: Peabody U.S. Platform: Continued Fo
Page 24 and 25: Peabody’s Australia Platform Expa
Page 26 and 27: Peabody Advancing Late-StageProject
Page 28 and 29: Acquisition IntegrationRemains on T
Page 30 and 31: Acquisition SignificantlyStrengthen
Page 32 and 33: Peabody Positioned for Success inAl
Page 34: Appendix:Reconciliation of Non-GAAP

Barclays 2012 CEO Energy/Power Conference - Peabody Energy

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