第 + 届亚洲不锈钢会议 10 th ASIAN STAINLESS STEEL CONFERENCE

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1 印度的镍和不锈钢过去, 现在与未来 INDIA S NICKEL & STAINLESS PAST,PRESENT & FUTURE ANIL SHAH PRESIDENT NI-MET METALS INC. 第 + 届亚洲不锈钢会议 10 th ASIAN STAINLESS STEEL CONFERENCE 3-4 TH JUNE, 2015 MARINA MANDARIN, SINGAPORE

2 10 TH ASIAN STEEL CONFERENCE 3-4 TH JUNE, 2015 ACKNOWLEDGEMENT

3 02 ABOUT NI-MET METALS INC. WHY INDIA IS SO IMPORTANT INDIA S INFRASTRUCTURE PAST- PRESENT- FUTURE VARIOUS FORMS OF NICKEL AS A RAW MATERIAL INDIA S IMPORT DUTY STRUCTURE INDIA S IMPORT STATASTICS STAINLESS RAW MATERIAL INDIA S STAINLESS PRODUCTION CONCLUSION

4 NI-MET METALS INC Portland Drive, Suite 300, Oakville, Ontario, L6H 5S4, Canada (T)

5 AL BRONZE CU BR & FERRO ALLOYS INDIA S NICKEL & STAINLESS NI-MET PRODUCTS STAINLESS RAW MATERIALS 04 SS 400 MO NI CR FE V OTHER BASE METALS AL ZN CU SCRAP METALS PB

6 05 WHY INDIA IS SO IMPORTANT?

7 06 IT IS IMPORTANT HOW WE VIEW THE YOUTH OF OUR NATION. TO SIMPLY CONSIDER THEM AS NEW AGE VOTERS WILL BE A BIG MISTAKE. THEY ARE THE NEW AGE POWER

8 S/S PER CAPITA CONSUMPTION KGS < >2.8 STAINLESS PRODUCTION 1.98 M 2.5 M NICKEL IN SCRAP IMPORTS PRIMARY NICKEL IMPORTS PRIMARY NICKEL EXPORTS FROM INDIA WHY INDIA IS SO IMPORTANT? PAST PRIOR TO 2012 PRESENT M NICKEL IN FERRO IMPORTS FUTURE 2018 POPULATION <800 MILLION >1.2 BILLION >1.4 BILLION MIDDLE CLASS 100 M M M AGE GROUP M 250 M 400 M YEARLY INCOME <2,000 >3,000 >5,000 TOTAL NICKEL UNITS IMPORT PRIMARY NICKEL PRODUCED IN INDIA APPARENT NICKEL UNITS CONSUMPTION

9 POPULATION 08 GLOBAL INVESTIGATIVE JOURNALISM NETWORK

10 POPULATION 09 U.S. CENSUS BUREAU S INTERNATIONAL DATABASE

11 POPULATION 10 Mc.KINSEY GLOBAL INSTITUTE, The RISE OF INDIA CONSUMER MARKET MAY 2007, UNITED NATION WORLD POPULATION PROSPECTS MAY 2011.

12 POPULATION 11 FAO CORPORATE DOCUMENT REPOSITRY POPULATION PROJECTION FOR INDIA

13 12 INDIA S INFRASTRUCTURE PAST- PRESENT -FUTURE

14 STAINLESS CONSUMPTION GROWTH IN VARIOUS SECTORS 000 MT PROCESS INDUSTRY & POWER PRIOR TO 2012 PRESENT 2015 FUTURE ENGINEERING ELECTRO MECHANICAL INDUSTRIES RAILWAYS & TRANSPORT COOKWARE & DURABLES ARCHITECTURE BUILDING & CONSTRUCTION AEROSPACE & OTHERS TOTAL

15 OPPORTUNITIES IN INDIAN INFRASTRUCTURE STRUCTURE 14 INDIA PLANS TO SPEND US$1 TRILLIONS ON INFRASTRUCTURE IN NEXT FIVE YEARS. INDIAN AIRPORTS REQUIRE INVESTMENTS WORTH US$13 BILLION IN NEXT FIVE YEARS; PRIVATE SECTOR TO CONTRIBUTE US$10 BILLION. HIGHWAYS SECTOR WILL ATTRACT INVESTMENTS WORTH US$123 BILLIONS IN NEXT 5 YEARS. US$300 BILLION PLANNED TO BE SPENT ON UPGRADING RAIL INFRASTRUCTURE (INCLUDING NEW RAIL LINES, DOUBLE.MULTIPLE LINES, HIGH-SPEED RAIL) BY AROUND $55 BILLION WORTH INVESTMENTS PLANNED IN MAJOR AND NON-MAJOR PORTS BY 2020.

16 ALL INDIA CONSUMPTION TREND OF SS BY GRADES % % 1% 10% 17% 400 SERIES 300 SERIES 200 SERIES OTHERS 65% 1% 12% 22% 400 SERIES 300 SERIES 200 SERIES OTHERS 63% 1% 12% 24% 400 SERIES 300 SERIES 200 SERIES OTHERS PAST PRESENT FUTURE

17 BUILDINGS - PAST 16 APARTMENTS IN MUMBAI POLICE HEAD QUARTERS IN MUMBAI PARLIAMENT HOUSE DELHI APARTMENTS IN MUMBAI TAJ MAHAL - AGRA MAHARSHTRA SECRRETARIAT - MUMBAI

18 BUILDINGS - PRESENT 17 MOSQUE IN MT REINFORCED STAINLESS STAINLESS PANELS STAINLESS INDOOR RAILINGS MILLENNIAL PROJECT STAINLESS RE- BARS STAINLESS INDOOR RAILINGS ON STAIRS STAINLESS CANOPY UB CITY MALL BANGALORE DB CITY MALL BHOPAL

19 BUILDINGS - FUTURE 18 FUTURISTIC OFFICE BUILDING THE BANDRA OHM RESIDENTIAL TOWER IN INDIA THE BANDRA OHM RESIDENTIAL TOWER IN INDIA FUTURISTIC DESIGN CONCEPTS SHREEPATI GARDENS DLF BUILDING, CYBER CITY GURGOAN

20 AIRPORTS 19 OLD MUMBAI AIRPORT CURRENT MUMBAI AIRPORT FUTURE HYDERABAD AIRPORT MUMBAI AIRPORT INDIRA GANDHI INTERNATIONAL AIRPORT - DELHI FUTURE AIRPORT OF MUMBAI, DELHI, CHENNAI

21 RAILWAYS 20 OLD INDIAN RAILWAYS MUMBAI METRO RAILWAYS BULLET TRAIN INDIAN RAILWAYS L & T METRO RAIL - HYDERABAD FUTURE OF INDIAN RAILWAYS

22 RAILWAYS STATIONS 21 OLD DELHI RAILWAY STATION CURRENT DELHI METRO RAILWAY STATION FUTURE RAILWAY STATION OF NEW DELHI PAST MUMBAI RAILWAY STATION CURRENT MUMBAI METRO RAILWAY STATION L&T REALTY-SEAWOOD RAILWAY STATION NAVI MUMBAI

23 ROADS 22 NAVI MUMBAI ROADS IN PAST CURRENT AHMEDABAD-MUMBAI HIGHWAY ROADS WILL SHAPE INDIA S FUTURE POTHOLE ROAD IN CHENNAI IN PAST MUMBAI TO PUNE CURRENT HIGHWAY MUMBAI-DELHI-BANGALORE FUTURE HIGHWAY

24 INDIAN SPACE RESEARCH ORGANISATION 23 ARYABHATA SATELLITE - APRIL1975 (SOVIET LAUNCH) THE CHANDRAYAAN-1 (2008) - MOON INDIGENOUS CRYOGENIC ENGINE GSLV-D5 LAUNCH OF GSAT-14 ROHINI SATELLITE RS-1 (OCTOBER -1980) MARS ORBITER MISSION (NOVEMBER 2013) FUTURE PLAN - DEVELOPMENT OF GSLV MK III ( FOR LAUNCH OF HEAVIER SATELLITE)

25 INDIAN NUCLEAR POWER CAPACITY PAST PRESENT FUTURE 0 TOTAL CAPACITY (MW) PLANTS

26 RENEWABLE ENERGY GIGA WATT 25 PAST 2012 PRESENT 2015 FUTURE 2018 WIND POWER CAPACITY SOLAR POWER CAPACITY BIOMASS POWER CAPACITY BAGASSE COGENERATION SMALL HYDRO CAPACITY

27 TRANSPORTATION PAST 26

28 TRANSPORTATION PRESENT 27

29 TRANSPORTATION FUTURE 28

30 12 MAJOR PORTS 29 Vizag Port - Andhra Pradesh Kandla Port Gujarat Mumbai Port Marmagao Port - Goa Chennai Port Panambur Port Karnataka Cochin Port Kerala Port Blair Andaman Haldia Port West Bengal Paradip Port - Orissa Nhava Sheva- Maharashtra Tuticorin Port Tamil Nadu

31 DEVELOPING MUNDRA PORT 30

32 UPCOMING PORTS KRISHNAPATAM PORTS 31

33 UPCOMING PORTS PIPAVA PORTS 32

34 INDIAN PORTS - FACTS 33 PAST 2012 PRESENT 2015 FUTURE 2018 COAST LINE KMS MAJOR PORTS TOTAL CARGO MILLION TONNES VESSEL TRAFFIC CONTAINER TRAFFIC MILLION TEUs

35 INDIA S ARSHIYA FTZ WAREHOUSE 34

36 INDIA S ARSHIYA FTZ WAREHOUSE 35

37 36 VARIOUS FORMS OF NICKEL AS A RAW MATERIAL

38 PRIMARY NICKEL AS A RAW MATERIAL FOR STAINLESS STEEL PRODUCTION 37 FULL PLATES CATHODES CUT 4 X 4 CATHODES BRIQUETTES

39 FERRO NICKEL AS A RAW MATERIAL FOR STAINLESS STEEL PRODUCTION 38 GRANULES INGOTS

40 NICKEL AS A RAW MATERIAL FOR STAINLESS STEEL PRODUCTION 39 STAINLESS 304/316 MELTING GRADE SOLIDS HRB BALES LOOSE BRIQUETTES

41 NICKEL AS A RAW MATERIAL FOR STAINLESS STEEL PRODUCTION 40 STAINLESS 304/316 MELTING GRADE TURNINGS LOOSE BRIQUETTES

INDIA S IMPORT DUTY STRUCTURE 41 PAST PRIOR TO MAY 2013 PRESENT 2013-15 FUTURE 2016-18 EFFECTIVE IMPORT DUTY ON SCRAP WAS ZERO & ON FERRO NICKEL & PRIMARY NICKEL WAS 2.

42 INDIA S IMPORT DUTY STRUCTURE 41 PAST PRIOR TO MAY 2013 PRESENT FUTURE EFFECTIVE IMPORT DUTY ON SCRAP WAS ZERO & ON FERRO NICKEL & PRIMARY NICKEL WAS 2.99% NET CURRENT EFFECTIVE IMPORT DUTY ON SCRAP, FERRO NICKEL & PRIMARY NICKEL IS SAME FOR ALL I.E. 2.99% NET IT WAS EXPECTED THAT DURING CURRENT YEAR BUDGET THE DUTY ON SCRAP WOULD BE ZERO SO HOPES ARE IN FUTURE IT WOULD BE ZERO ON ALL ITEMS

43 42 INDIA S IMPORT OF STAINLESS RAW MATERIALS

19% 44% 2010-12 11% TOTAL: 26,096 MT 1% AVERAGE OF IMPORTS NICKEL CATHODES - TOP 10

44 19% 44% % TOTAL: 26,096 MT 1% AVERAGE OF IMPORTS NICKEL CATHODES - TOP 10 COUNTRIES 7% 4% 4% 4% 3% 3% Russian Fed. Australia Norway Canada Finland U.K. Japan South Africa China, P.R. Singapore 17% 17% % 10% TOTAL: 51,607MT 18% 10% 6% 4% 3% 2% Malaysia Singapore Russian Fed. Australia China, P.R. Norway Canada U.A.E Japan Netherlands 23% 9% 6% % TOTAL: 63,804 MT 23% 9% 5% 6% 3% 3% 43 Malaysia Singapore Russian Fed. Australia China, P.R. Norway Canada U.A.E Japan Netherlands PAST PRESENT FUTURE

AVERAGE OF IMPORTS FERRO NICKEL - TOP 10 COUNTRIES 44 2010-12 2013-15 2016-18 11% 12%

Caledonia Macedonia Korea, Rep. Venezuela U.A.E Other 11% 16% 9% 4% 3% 1% 0.

Brazil Macedonia U.A.E Dominican Rep. Indonesia 11% 7% 29% 6% 2%1%1% 0.

45 AVERAGE OF IMPORTS FERRO NICKEL - TOP 10 COUNTRIES % 12% 7% 13% 6% 3% 1% 1% TOTAL: 12,859 MT PAST 17% 29% Japan Greece Brazil Colombia New Caledonia Macedonia Korea, Rep. Venezuela U.A.E Other 11% 16% 9% 4% 3% 1% 0.6% TOTAL: 23,567 MT 20% PRESENT 35% Japan Greece Venezuela New Caledonia Colombia Brazil Macedonia U.A.E Dominican Rep. Indonesia 11% 7% 29% 6% 2%1%1% 0.3% TOTAL: 24,971 MT FUTURE 16% 27% Japan Greece Venezuela New Caledonia Colombia Brazil Macedonia U.A.E Indonesia Dominican Rep.

46 AVERAGE IMPORTS OF SS SCRAP - TOP 10 COUNTRIES % 8% 6% 9% 6% 5% Netherlands TOTAL: 290,474 MT 10% PAST 10% 28% 11% U.S. Malaysia U.K U.A.E Korea, Rep. Thailand Singapore South Africa Germany 7% 10% 6% 11% 5% 5% 15% Netherlands Thailand TOTAL: 479,127 MT 13% PRESENT 13% 15% Malaysia U.A.E U.K U.S Korea, Rep. Singapore Australia South Africa 7% 8% Netherlands 5% 5% 14% Thailand 7% Malaysia 11% TOTAL: 569,313 MT 13% FUTURE 14% 16% U.A.E U.K U.S Korea, Rep. Singapore Australia South Africa

47 46 INDIA S STAINLESS PRODUCTION

INDIA S STAINLESS MELT OUTPUT (IN KT) - OLD 47 2500 2000 1650 1993 2002 1500 1000 500 0 500 1100 845 198 44 66 133 144 123 119 160 378 426 453 497 521 553 591 95 27 106 28 29 29 29 29 31 113 124 130

48 INDIA S STAINLESS MELT OUTPUT (IN KT) - OLD OLD CrMn (200 Series) Ferritic (400 Series) Austenitic (300 Series)

48 INDIA S STAINLESS MELT OUTPUT (IN KT) 4000 3500 3000 2500 2000 1500

CrMn (200 Series) Ferritic (400 Series) Austenitic (300 Series) 2470

766 2013 2014 2015 PRESENT 3510 2,298 446 CrMn (200 Series) Ferritic

2,441 2,590 2,742 2,000 1,500 1,000 474 503 533 500 814 863 914-2016

49 48 INDIA S STAINLESS MELT OUTPUT (IN KT) PAST 1774 CrMn (200 Series) Ferritic (400 Series) Austenitic (300 Series) , PRESENT , CrMn (200 Series) Ferritic (400 Series) Austenitic (300 Series) ,000 3,500 3,000 2,500 2,441 2,590 2,742 2,000 1,500 1, FUTURE CrMn (200 Series) Ferritic (400 Series) Austenitic (300 Series)

50 NICKEL UNITS IN 000 PAST 2012 PRESENT 2015 FUTURE 2018 NICKEL IN SCRAP SCRAP RATIO 52% 50% NICKEL IN SCRAP IMPORTS % 75 PRIMARY NICKEL IMPORTS NICKEL IN FERRO IMPORTS TOTAL NICKEL UNITS IMPORT PRIMARY NICKEL PRODUCED IN INDIA PRIMARY NICKEL EXPORTS FROM INDIA APPARENT NICKEL UNITS CONSUMPTION

51 KT SUR % KT SUR % KT SUR % KT SUR % KT SUR % INDIA CHINA USA EU JAPAN S.KOREA TAIWAN KT-STAINLESS STEEL SCRAP MELTING OUTPUT IN KT SUR% = SCRAP UTILIZATION RATIO

52 IF SCRAP RATIO WAS HIGH 51 PAST 2012 PRESENT 2015 FUTURE 2018 WITH SCRAP RATIO ABOUT 50-52% THEN S/S SCRAP CONSUMPTION IS 290 KT 479 KT 569 KT IF SCRAP RATIO ABOUT 60% THEN S/S SCRAP CONSUMPTION WOULD BE 335 KT 553 KT 657 KT IF SCRAP RATIO ABOUT 70% THEN S/S SCRAP CONSUMPTION WOULD BE 390 KT 645 KT 766 KT

CONCLUSION 52 INDIA S S/S PER CAPITA CONSUMPTION TO GROW FROM 2.1 TO MORE THAN 2.8 KG 0.

BOUND TO GROW WITH INCREASED SCRAP UTILIZATION RATIO Ni UNITS IMPORTS WILL GROW FROM CURRENT 146

SAME PRODUCERS ARE CURRENTLY PRODUCING STEEL INSTEAD OF STAINLESS INDIA S INFRASTRUCTURE

53 CONCLUSION 52 INDIA S S/S PER CAPITA CONSUMPTION TO GROW FROM 2.1 TO MORE THAN 2.8 KG 0.7 KG/CAPITA MEANS INCREASE OF APPROXIMATE 1 MILLION TONNES OF S/S SCRAP REQUIREMENTS IN INDIA - BOUND TO GROW WITH INCREASED SCRAP UTILIZATION RATIO Ni UNITS IMPORTS WILL GROW FROM CURRENT 146 K TO 173 K BY 2018 PRODUCTION CAPACITY OF S/S IS IN PLACE. SAME PRODUCERS ARE CURRENTLY PRODUCING STEEL INSTEAD OF STAINLESS INDIA S INFRASTRUCTURE DEVELOPMENT IN THE COMING YEARS WILL PROPEL STAINLESS STEEL DEMAND STAINLESS RAW MATERIALS WILL REMAIN ESSENTIAL IMPORT COMMODITIES FOR GROWING INDIA MARKETS

54 CONTACT , PORTLAND DRIVE, SUITE 300 OAKVILLE, ONTARIO, L6H 5S4 CANADA EXCLUSIVE AGENTS FOR INDIA METCO MARKETING (INDIA) PVT LTD 104, NIRAJ INDUSTRIAL ESTATE, OFF, MAHAKALI CAVES ROAD ANDHERI EAST, MUMBAI

55 THANK YOU

SMR STAINLESS STEEL CONFERENCE TH OCTOBER, 2015, CHICAGO

PAST,PRESENT & FUTURE ANIL SHAH PRESIDENT NI-MET METALS INC. SMR STAINLESS STEEL CONFERENCE 27-28 TH OCTOBER, 2015, CHICAGO SMR STAINLESS STEEL CONFERENCE 27-28 TH OCTOBER,2015 ACKNOWLEDGEMENT 01 2013