Barclays 2012 CEO Energy/Power Conference - Peabody Energy

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Peabody Delivering Strong ResultsAmid Market Challenges● Rising U.S. AdjustedEBITDA YTD and increasingAustralia volumes● Operating cash flows increase10% YTD to $676 million● Q3 Adjusted EBITDA targetsof $350 – $450 million● Targeting 2012 volumes of:– 185 – 195 million tons from U.S.– 31 – 34 million tonsfrom Australia– 230 – 250 million tons in totalYTD values as of June 30, 2012.20
Gross MarginsPeabody Mining OperationsU.S. Peer AveragePeabody Consistently DeliversSuperior MarginsPeabody’s Gross Margins Average Nearly 30% Above NYSE Peers33%32%25% 25%29%23%● Leading producer inlow-cost regions inthe U.S. with highmarginoperations inAustralia● Global expansiondrives earningsdiversification2010 2011 YTD 2012Peabody Australia results include impact of PEA-PCI since acquisition. U.S. peers include ACI, ANR, CNX, CLD, PCX, WLT, ICO, and MEEin years of operation. YTD 2012 results shown through June 30, 2012.21
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 12 and 13: Global Seaborne Supply: Australia a
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 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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