Mongolian Coal Sector Development Prospects and Opportunities COAL MONGOLIA 2012 PRESENTATION ENERGY RESOURCES LLC MONGOLIAN MINING CORPORATION (975.HK)
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Mongolian Coal Sector Development Prospects and OpportunitiesCOAL MONGOLIA 2012 PRESENTATION
ENERGY RESOURCES LLCMONGOLIAN MINING CORPORATION (975.HK)
ASIA-PACIFIC MARKET
ENERGY RESOURCES LLC 1
Coking Coal Export (Mt) 2010Australia 159United States 52Canada 33Russia 19Source: www.gtis.com
Coking Coal Import (Mt) 2010Japan 76China 47India 36South Korea 28Source: Tex Report
MONGOLIAN COKING COAL MINES
ENERGY RESOURCES LLC 2
Operating Coking Coal Mines Development/Exploration
12
3456
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 Tower15th floor2 Sukhbaatar SquareUlaanbaatar 210620aMongolia
Tel: (976) 7012 2279(976) 7013 2279
Fax: (976) 322279
Website: www.energyresources.mn
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