Barclays 2012 CEO Energy/Power Conference - Peabody Energy

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Peabody’s Australia Platform Expandingto Meet Rising Asian Market DemandTons in MillionsTargeted Australia VolumesMetThermalPortBurtonNorth GoonyellaEaglefieldCoppabellaMoorvaleMillenniumMiddlemountQueenslandNew South WalesMetropolitanAbbotPointWambo UndergroundWilpinjongWambo Open CutDalrymple BayPort KemblaGladstoneBrisbanePWCSNCIG4030201008.35.82.525.39.310.15.931 – 3413 –1411 –127 – 84020122005 2011 2012P 2015PDomestic Thermal Seaborne Thermal Met8Peabody Now Targeting 40 Million Tons by 2015Middlemount attributable ownership tonnages included in 2015 targets.24
Conversion to Owner Operator on Targetat Millennium and Wilpinjong MinesMoving Additional ~40% of Australia Production to Owner Operator● 15% – 20% gross costimprovement overcomes othercost pressures● Increased control over mining● Sharing best practices from otherPeabody operations● ~75% of Australian production tobe owner operated upon transitionin April 2013● Flexibility to lease someequipment needs to reducecapital outlay● Evaluation under way for otheroperations25
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 20 and 21: Peabody Delivering Strong ResultsAm
Page 22 and 23: Peabody U.S. Platform: Continued Fo
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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