09.02.2012 mongolia coal sector development, prospects and opportunities, energy resources llc
TRANSCRIPT
Mongolian Coal Sector Development
Prospects and Opportunities
COAL MONGOLIA 2012 PRESENTATION
ENERGY RESOURCES LLCMONGOLIAN MINING CORPORATION (975.HK)
ASIA-PACIFIC MARKET
ENERGY RESOURCES LLC 1
Coking Coal Export (Mt) 2010
Australia 159
United States 52
Canada 33
Russia 19
Source: www.gtis.com
Coking Coal Import (Mt) 2010
Japan 76
China 47
India 36
South Korea 28
Source: Tex Report
MONGOLIAN COKING COAL MINES
ENERGY RESOURCES LLC 2
Operating Coking Coal Mines Development/Exploration
12
3
45
6
7 8
9
10
CHINESE MARKET
ENERGY RESOURCES LLC 3
Australia66%
Canada10%
Russia6%
Mongolia12%
Indonesia5%
USA1%
Australia37%
Mongolia32%
Russia10%
Canada8%
USA7%
Indonesia 6%
2009 2010
Source: China Coal Resource
Canada 26%
Australia 22%
Mongolia 52%
Other 0%
2015E
Source: Resource Investment CapitalMongolian coal export to China
Source: Wood Mackenzie 2010
SEABORNE MARKET
ENERGY RESOURCES LLC 4
Nakhodka
UHG
Choir
Naushki
Germany
Japan
India
Korea
Energy Resources washed hard
coking coal stockpiled at Nakhodka
CONCLUSION
ENERGY RESOURCES LLC 5
INVEST IN COAL PROCESSING CAPACITY
- CONSISTENT QUALITY PRODUCT
- REDUCE TRANSPORTATION COST
- VALUE ADDED PRODUCTION
INVEST IN RAILWAY INFRASTRUCTURE
- INCREASE TRANSPORTATION CAPACITY
- REDUCE TRANSPORTATION COST
- ADDRESS ENVIRONMENTAL ISSUES
Energy Resources LLC
Central Tower
16th floor
2 Sukhbaatar Square
Ulaanbaatar 210620a
Mongolia
Tel: (976) 7012 2279
(976) 7013 2279
Fax: (976) 322279
Website: www.energyresources.mn