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Electrolytic Manganese Dioxide from Australia and China Inv. Nos. 731-TA-1124 and 1125 (Review)
Exhibits for October 2 1 , 2014 Hearing before the Commission
On Behalf of Tronox LLC and Erachem Comilog, Inc., Domestic Producers
Cassidy Levy Kent
Domestic Producers' Exhibit 1
U.S. Imports of Manganese Dioxide from China 1 8 , 0 0 0 T
1 6 , 0 0 0
1 4 , 0 0 0 r
1 2 , 0 0 0
. S e j j . l S t 2 q 0 3 _ _ _ . ITC makes prelim, negative determination re China threat
o 1 0 , 0 0 0
o 8 , 0 0 0 to
6 , 0 0 0
4 , 0 0 0
2 , 0 0 0
0
Sep. 11, 2007 DOC initiates AD investigations re EMD from China and Australia
Oct. 7, 2008
DOC issues AD orders
on EMD from China
and Australia
Since orders, virtually no
imports from China
' 98 ' 99 ' 00 ' 0 1 '02 '03 ' 04 ' 05 ' 06 ' 07 ' 08 *09 ' 10 ' 1 1 '12 '13 ' 1 4
CLK Cassidy Levy Kent Source: USITC Dataweb, HTS 2820.10
Domestic Producers' Exhibit 2
U.S. Imports of Manganese Dioxide from Australia
c
a -
o to
35,000
30,000
25,000
20,000
15,000
10,000
5,000
0
Apr. 17, 1989 DOC issues AD orders on EMD from Greece and Japan
Sep. 11, 2007 DOC initiates AD investigations of EMD from China and Australia
Oct. 7, 2008
DOC issues AD orders
on EMD from China
and Australia
Since orders,
virtually no
^_ imports from
Australia
'88 '89 '90 '91 '92 '93 '94 '95 '96 '97 '98 '99 '00 '01 '02 '03 '04 '05 '06 '07 '08 '09 '10 '11 '12 '13 '14
Cassidy Levy Kent Source: USITC Dataweb, HTS 2820.10
Domestic Producers' Exhibit 3
Xiangtan Electrochemical (XEC) - world's largest EMD producer
Releasing waste into river provides a major environmental
cost "advantage' over U.S. manufacturers
CLK Cassidy Levy Kent
Photograph taken in 2012
Domestic Producers' Exhibit 4
Likely Recurrence of Australian EMD Shipments by 2017 AUSTRALIA IS THE IDEAL LOCATION FOR PRODUCING EMD
• Local supply of high grade manganese ore from Groote Eylandt • Cheap and reliable electricity supply from hydroelectric source
• Cheap and abundant coal and natural gas for roasting operations • Excellent transportation infrastructure
DELTA ASSETS FOR SALE
• Brownfield production site in New South Wales
• South African production equipment, including calciners, rectifiers, cathodes, anodes, bus bars,
etc.
COMPANIES AWAITING U.S. MARKET OPPORTUNITY TO JUSTIFY INVESTMENT
• Mesa Minerals actively developing business strategy
• Other multinational companies [i.e., Tosoh) likely to value opportunity
REASONABLY FORESEEABLE THAT AUSTRALIA WOULD SHIP BY 2017
• Australia has track record of going from greenfield to U.S. imports in 20 months
• Under this timeline, Australia would participate in H2-2016 contract negotiations for deliveries to be made in 2017
Cassidy Levy Kent
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