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Cameron McRaePresident & CEO
The Promise of Oyu Tolgoi and MongoliaMongolian Investment SummitOctober 30, 2012
2БҮХ ЭРХ ХУУЛИАР ХАМГААЛАГДСАН © 2012, ОЮУ ТОЛГОЙ ХХКCOPYRIGHT © 2012 OYU TOLGOI , ALL RIGHTS RESERVED
THE PROMISE COMES TRUE
3БҮХ ЭРХ ХУУЛИАР ХАМГААЛАГДСАН © 2012, ОЮУ ТОЛГОЙ ХХКCOPYRIGHT © 2012 OYU TOLGOI , ALL RIGHTS RESERVED
FULFILLING OUR PROMISES
4БҮХ ЭРХ ХУУЛИАР ХАМГААЛАГДСАН © 2012, ОЮУ ТОЛГОЙ ХХКCOPYRIGHT © 2012 OYU TOLGOI , ALL RIGHTS RESERVED
* Source: IDOP Technical Report Assumptions
In 2020, 80 per cent of wealth will come from
underground
Open Pit
184kT Cu
Underground
628kT Cu
THE PROMISE TO COME
Ready to go today Yet to come
5БҮХ ЭРХ ХУУЛИАР ХАМГААЛАГДСАН © 2012, ОЮУ ТОЛГОЙ ХХКCOPYRIGHT © 2012 OYU TOLGOI , ALL RIGHTS RESERVED
A PROMISING OUTLOOK1.8Mt production loss between 2012-2016
due to closures
The industry requires 1.6Mt Cu as a result of grade declines
from 2012-2016
Continued project development is necessary to meet medium term demandCopper mine supply-demand outlook (Mt)
0
5
10
15
20
25
30
35
40
2008 2013 2018 2023
Base production Highly probable projectsProbable projects Possible projectsPrimary demand
Source: Wood Mackenzie Q3 2012
-1.6 Mt
-0.05%
-2.7 Mt
-0.11%
-1.5 Mt
-0.09%-0.5 Mt
-0.01%
1997-2001 2002-2006 2007-2011 2012-2016
506
473
319
144
3222012
2013
2014
2015
2016
Production loss due to closures kt Cu
6БҮХ ЭРХ ХУУЛИАР ХАМГААЛАГДСАН © 2012, ОЮУ ТОЛГОЙ ХХКCOPYRIGHT © 2012 OYU TOLGOI , ALL RIGHTS RESERVED
THE IMPORTANCE OF A COMMITTED WORLD-CLASS PARTNER
7БҮХ ЭРХ ХУУЛИАР ХАМГААЛАГДСАН © 2012, ОЮУ ТОЛГОЙ ХХКCOPYRIGHT © 2012 OYU TOLGOI , ALL RIGHTS RESERVED
THE IMPORTANCE OF KEEPING PROMISES
8БҮХ ЭРХ ХУУЛИАР ХАМГААЛАГДСАН © 2012, ОЮУ ТОЛГОЙ ХХКCOPYRIGHT © 2012 OYU TOLGOI , ALL RIGHTS RESERVED
MONGOLIA IS A PROMISE YET TO BE FULFILLED
THANK YOU
Visit the Oyu Tolgoi Website: www.ot.mn
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Follow us on Twitter: @OTMongolia