6. percent yoy Growth in China is already back close to average since 2000 but elsewhere it remains well below Change in GDP US Japan China has been leading the global economic recovery Source: Reuters Ecowin, Consensus Economics China Germany
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8. China and other emerging nations will drive steel consumption growth Source: WSA, RTIO analysis * Charts show steel consumption (Mt)
9. China increasingly reliant on lower-cost iron ore imports Apparent consumption of domestic iron ore (Mt) 2008 Source: China Customs, CRU, Bloomberg, Clarkson’s, RTIO internal estimates, RTIO Analysis 2008
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13. Good value achieved from divestments Cloud Peak Energy IPO 349 Alcan Engineered Products Composites 2,025 binding offer Alcan Packaging global pharma, tobacco, food Europe and Asia not disclosed 56% of Alcan Engineered Products Cable 1,200 Alcan Packaging Food Americas 764 Jacobs Ranch 1,600 Corumbá and potash assets 325 Ningxia, sundry exploration properties 2,940 Greens Creek, Cortez, Kintyre Completed Price (US$m) Asset
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17. Copper Bauxite Coal Alumina Nickel Aluminium Uranium Alumina Copper / Gold / Molybdenum Uranium Copper / Gold Iron ore Copper A diversified business with tier one growth options Feasibility & development Brownfield Greenfield Copper / Gold Aluminium Iron ore Aluminium Source: Rio Tinto Aluminium Nickel Coal Copper
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20. Deutsche Bank BRICS Metals & Mining Conference Guy Elliott, Chief Financial Officer 10 November 2009