Barclays 2012 CEO Energy/Power Conference - Peabody Energy

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Annual World Coal Demand Expected toGrow ~1.3 Billion Tonnes in Five Years10,0008,0006,0004,0002,000Expected Global Coal Demand07,6006003,845Source: Peabody Global Analytics.(Tonnes in Millions)7,9006404,0903,175 3,140 3,2902011 2012P 2016PROW China India8,9008404,795● New coal-fueledgeneration of 390+ GWexpected by 2016● Steel production expectedto grow 20%, requiringadditional 200 MTPY ofmetallurgical coal● More than 85% of globaldemand growth inChina/India● Seaborne demandexpected to grow at8% CAGR8
Kg/CapitaChina, India and Brazil Have LargeUpside to Steel Intensity Potential● Emerging countries drivingmet coal demand throughgreater urbanization andhigher steel consumption● Significant steel increasesrequired to reach levelsof developed Asiaeconomies● Stable stage intensitymay take 20 – 40 yearsto reach● Greater imports requiredto meet met coal needsSource: Peabody Global Analytics.1,4001,2001,0002011 Steel Consumption Per Capita8006004002000~1.2 Billion Tonnes ofMet Coal Required toReach Stable StageSteel Intensity of900 Kg/Capita59India1734668519241,402Brazil China Japan Taiwan Korea9
Page 1: Barclays EnergyConferenceGregory H.
Page 5 and 6: Global CoalMarkets5
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 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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