嘉能可公司Glencore-201412-Investor-Day-Agricultural-Products.pdf

1、Harvester at Balaklava,Australia 08:00-Welcome and Overview|Ivan Glasenberg 08:20-Finance Update|Steven Kalmin 08:45-Copper|Telis Mistakidis 09:15-Coal|Tor Peterson&Peter Freyberg 09:45-Break 10:05-Zinc|Daniel Mat&Chris Eskdale 10:35-Nickel|Kenny Ives&Peter Johnston 11:05-Oil|Alex Beard 11:40-Break

2、12:00-Agricultural products|Chris Mahoney 12:30-Conclusion and Q&A Investor Day 10 December 2014 2 Forward looking statements This document contains statements that are,or may be deemed to be,“forward looking statements”which are prospective in nature.These forward looking statements may be identifi

3、ed by the use of forward looking terminology,or the negative thereof such as plans,expects or does not expect,is expected,continues,assumes,is subject to,budget,scheduled,estimates,aims,forecasts,risks,intends,positioned,predicts,anticipates or does not anticipate,or believes,or variations of such w

4、ords or comparable terminology and phrases or statements that certain actions,events or results may,could,should,“shall”,would,might or will be taken,occur or be achieved.Such statements are qualified in their entirety by the inherent risks and uncertainties surrounding future expectations.Forward-l

5、ooking statements are not based on historical facts,but rather on current predictions,expectations,beliefs,opinions,plans,objectives,goals,intentions and projections about future events,results of operations,prospects,financial condition and discussions of strategy.By their nature,forward looking st

6、atements involve known and unknown risks and uncertainties,many of which are beyond Glencores control.Forward looking statements are not guarantees of future performance and may and often do differ materially from actual results.Important factors that could cause these uncertainties include,but are

7、not limited to,those discussed under“Principal risks and uncertainties”of Glencores Annual Report 2013 and“Risks and uncertainties”in Glencores 2014 Half-Year Report.Neither Glencore nor any of its associates or directors,officers or advisers,provides any representation,assurance or guarantee that t

8、he occurrence of the events expressed or implied in any forward-looking statements in this document will actually occur.You are cautioned not to place undue reliance on these forward-looking statements which only speak as of the date of this document.Other than in accordance with its legal or regula

9、tory obligations(including under the UK Listing Rules and the Disclosure and Transparency Rules of the Financial Conduct Authority and the Rules Governing the Listing of Securities on the Stock Exchange of Hong Kong Limited and the Listing Requirements of the Johannesburg Stock Exchange Limited),Gle

10、ncore is not under any obligation and Glencore and its affiliates expressly disclaim any intention,obligation or undertaking to update or revise any forward looking statements,whether as a result of new information,future events or otherwise.This document shall not,under any circumstances,create any

11、 implication that there has been no change in the business or affairs of Glencore since the date of this document or that the information contained herein is correct as at any time subsequent to its date.No statement in this document is intended as a profit forecast or a profit estimate and no state

12、ment in this document should be interpreted to mean that earnings per Glencore share for the current or future financial years would necessarily match or exceed the historical published earnings per Glencore share.This document does not constitute or form part of any offer or invitation to sell or i

13、ssue,or any solicitation of any offer to purchase or subscribe for any securities.The making of this document does not constitute a recommendation regarding any securities.Agricultural products Chris Mahoney Shiploading at Port Giles,Australia Agricultural products summary A global grain and oilseed

14、 origination,processing,storage,handling and marketing business 11,700 employees operating in 4 regions with marketing offices in 27 countries marketing c.67Mt/year,comprising c.300 facilities including silos,ports,mills,oilseed and biofuel processing facilities etc processing c.10.4Mt/year Our busi

15、ness focus,supported by logistics and processing assets,is being in the countries of origin,particularly those with large production and exportable surpluses Viterra fully integrated with significant cost savings realised 4 Glencores logistics infrastructure(1/2)Illychevsk 3Mt 220kt Tilbury 500kt 19

16、kt Szczecin 1.25Mt 25kt Muuga 4.0Mt 300kt Dunajvros 300kt 7kt Taman 3.5Mt 84kt Rostov 1.25Mt 60K Bahia Blanca 3.0Mt 210kt Cascadia 6Mt 280kt Prince Rupert 6Mt 230kt Thunderbay 2Mt 500kt Montral 3Mt 250kt Port Lincoln 1.9Mt 395kt Port Giles 800kt 296kt Pt Adelaide OH 1.9Mt 65kt Pt Adelaide IH 850kt 338kt Wallaroo 750kt 765kt 100%ownership Leased Viterra JV Name of port normalized annual throughput storage capacity Thevenard 600kt 347kt Newcastle 1.5Mt 150kt Timbes 2.7Mt 450kt Pacific 2Mt 180kt Gr