COAL INDUSTRY OVERVIEW

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1 Reference Materials COAL INDUSTRY OVERVIEW May 2013

2 Table of Contents Global Energy Resource Reserves Global Energy Resource Supply World Total Primary Energy Supply Shares, World Total Fuel Shares of Electricity Generation Global Coal Consumption Outlook Global Coal Consumption Outlook, Coal Shares of Power Generation in Major Countries Global Coal Reserves World Coal Trade World Coal Exporters and Importers Trends in Coal Exports and Imports by Major Countries Coal Consumption in Japan Coal Consumption by Industry, Total Electricity Generation and Generation by Fuel Type Trends in Domestic and Imported Coal in Japan and Import Sources Volume of Domestic and Imported Coal Supply, Japan s Coal Import Sources Australian Coal Prices 1: Annual Australian Coal Prices 2: Quarterly

3 Global Energy Resources Reserves Worldwide Data as of 2010 Crude Oil Natural Gas Coal Uranium Reserves (R) 169 Billion Tonnes 192 Trillion m Billion Tonnes Million Tonnes North America 3.7% 5.6 % 31.8 % 16.5 % Central and South America Reserve status by region Europe Middle East Asia-Pacific Africa CIS Annual Production(P) 3.94 Billion Tonnes 3.24 Trillion m Billion Tonnes 53,700 Tonnes Life of Reserves (R/P) 42.8 Years 59.5 Years Years 51.3 Years Source:BGR Reserves, Resources and Availability of Energy Resources

4 Global Energy Resource Supply World Total Primary Energy Supply 2010 World Total Fuel Shares of Electricity Generation 2010 Combustible Renewables and Waste 10.0% Others* 0.9% Hydro 2.3% Nuclear 5.7% LNG 21.4% Oil 32.4% Coal 27.3% Others** 3.7% Hydro 16.0% Nuclear 12.9% LNG 22.2% Coal 40.6% Oil 4.6% *Others include Geothermal, Solar, Wind Power etc. **Others include Geothermal, Solar, Wind Power, Biofuels, Renewable Energy etc. Source:IEA Key World Energy Statistics 2012 Source:IEA Key World Energy Statistics

Global Coal Consumption Outlook Global Coal Consumption Outlook Coal Shares of Electricity Generation in Selected Countries 2010 Million Tons 12,000 10,000 8,990 9,741 10,461 Central and South

5 Global Coal Consumption Outlook Global Coal Consumption Outlook Coal Shares of Electricity Generation in Selected Countries 2010 Million Tons 12,000 10,000 8,990 9,741 10,461 Central and South America Africa Middle East China 78% 8,000 7,474 7,870 8,235 Russia/ Eastern Europe Europe India 68% 6,000 TOTAL 6,119 North America Other Asia US 46% Australia/NZ Germany 44% 4,000 South Korea Japan Japan 27% 2,000 India China Russia 16% Year 0% 20% 40% 60% 80% 100% Source:EIA International Energy Outlook2011 Source:IEA Key World Energy Statistics

6 Global Coal Reserves Sub-bituminous bituminous and Anthracite and Brown Coal Bituminous coal (100Million tonnes) (100 Million tonnes) Data in Other African countries Europe (Total 880) India (Total 795) Russia (Total 1,600) 110 China (Total 1,916) 1, Indonesia (Total 172) Other Asia/Oceania (Total 1,168) Canada (Total 66) 22 US (Total 2,566) ,258 Colombia Other Latin American Countries (Total 93) South Africa Australia (Total 809) Source:BGR Reserves, Resources and Availability of Energy Resources

World Coal Trade Japan imports coal approximately 180 million tonnes annually

4 Other European countries 1.2 49.6 (from Colombia) Poland 5.3 8.

8 From Colombia) (to Latin America) 1.9 1.1 (to North America) OECD Europe 231.

3 South Africa 67.3 (to Japan) 13.9 59.0 Kazakhstan 24.4 2.9 10.1 37.

0 262.7 Indonesia 309.0 0.9 (to Other European countries) China (Export) 12.

6 5.3 7.9 18.9 1.7 North America 28.7 0.9 14.6 (to Asia and China) Canada 32.

6 (to OECD Europe) (to Other European countries) 7.4 38.8 (to OECD Europe) 3.

7 World Coal Trade Japan imports coal approximately 180 million tonnes annually which is 16% of the world coal trade, 1,100 million tonnes. (from US) Other European countries (from Colombia) Poland (from Canada) 7.9 (from US) (from Colombia) (from US) From Colombia) (to Latin America) (to North America) OECD Europe (from Indonesia) Africa / Middle East South Africa 67.3 (to Japan) Kazakhstan (to Latin America) 1.2 Russia Asia (Import includes China) Indonesia (to Other European countries) China (Export) (from South Africa) Japan Australia Data in 2011(Million tonnes):red- increased, Blue- decreased from North America (to Asia and China) Canada US 93.9 Latin America (to OECD Europe) (to Other European countries) (to OECD Europe) 3.7(to Africa and Middle East) 8.1 (to Other Europe) Colombia 51.3 (to OECD Europe) (to Africa and Middle East) (from South Africa) 1.1 (from South Africa) Source:IEA Coal Information 2012 (from Russia) 7

8 World Coal Exporters and Importers Coal Exporters Coal Importers Kazakhstan Others* 3% Canada China 9% 3% 2% Indonesia 26% South Africa 6% Colombia 7% US 8% World Total Coal Export , million tonnes Russia 11% Australia 25% Russia 2% UK 3% Others** 30% Germany 4% Taiwan 6% India 10% China 17% World Total Coal Import , million tonnes South Korea 12% Japan 16% *Others includes Poland, Venezuela, Ukraine, India etc. **Others includes Belgium, France, Spain, US, Canada etc. Source : IEA Coal Information

9 Trends in Coal Exports and Imports of Selected Countries (Million tonnes) 350 Japan(import) South Korea(import) China(import) India(import) Taiwan(import) Australia(export) Indonesia(export) US(export) China(export) e (Year) Source:IEA Coal Information

10 Coal Consumption in Japan Coal Consumption by Industry Total Electric Generation and Shares of Generating Sources (Million tonnes) 200 Total Coal Sales(left axis) Ceramic, stone,clay(right axis) Electricity(right axis) Cokes(right axis) Steel(right axis) (Million tonnes) % Coal LNG Hydro Total Electricity Generation(right axis) Oil Nuclear Others % % 70% 30.4% 33.6% 16.8% 28.7% % 50% 40% 30% 19.2% 29.2% 24.3% 8.1% 32.4% 10.7% 29.1% 4.2% % 10% 14.6% 27.6% 30.2% 25.7% (Year) Source: Agency of Natural Resources and Energy,2012 Annual Report on Energy 0% f 2020f Source:IEA World Energy Outlook

Trends in Domestic / Imported Coal and Import Sources Volumes of Domestic and Imported Coal Supply 99.4% of coal being supplied in Japan is imported.

11 Trends in Domestic / Imported Coal and Import Sources Volumes of Domestic and Imported Coal Supply 99.4% of coal being supplied in Japan is imported. Japan s s Coal Import Sources 62% of total import (175 million tonnes) is from Australia. (Miliion tonnes) % % Import Ratio (%) % % % % 80 40% 60 Imported 30% 40 coal 20% 20 Domestic 10% production 0 0% (Year) China 2% US 4% Canada 5% Russia 7% Indonesia 19% Others 1% Australia 62% Source: Agency for Natural Resources and Energy,2012 Annual Report on Energy 11

12 Australian Coal Price Chart 1 : Annual Price (US$/Mt) FY2000 FY2001 FY2002 FY2003 FY2004 FY2005 FY2006 FY2007 FY2008 FY2009 FY2010 Q1 FY2011 Q1 FY2012 Q1 FY2013 Q1 Hard Coking Coal(Steel material) Semi-soft Coking Coal(Steel material) Thermal Coal(Electricity and general industry) (Mitsui Matsushima Co. Ltd. Research) *Thermal Coal prices are fixed ones in April of each year. *See the next page 12

13 Australian Coal Price Chart 2 : Quarterly Price (US$/Mt) FY2010 Q1 FY2010 Q2 FY2010 Q3 FY2010 Q4 FY2011 Q1 FY2011 Q2 FY2011 Q3 FY2011 Q4 FY2012 Q1 FY2012 Q2 FY2012 Q3 FY2012 Q4 FY2013 Q1 Hard Coking Coal(Steel material) Semi-soft Coking Coal(Steel material) Thermal Coal(Electricity and general industry) (Mitsui Matsushima Co. Ltd. Research) *Thermal Coal prices are fixed ones in April of each year. 13

14 Source publication list IEA International Energy Agency Coal Information 2012 (published in Nov. 2012) Key World Energy STATISTICS 2012 (published in Nov.2012) World Energy Outlook2012 (published in Nov. 2012) EIA U.S. Energy Information Administration International Energy Outlook2011 (published in Sep. 2011) BGR Federal Institute for Geosciences and Natural Resources Reserves, Resources and Availability of Energy Resources 2011 (published in Jun. 2011) Agency for Natural Resources and Energy, 2012 Annual Report on Energy (published in Dec.2012) 14

Reference Materials Overview of Coal Industry

Reference Materials Overview of Coal Industry 1 Table of Contents Global Energy Resource Reserves ---------------------------------------- 3 Status of Global Energy Resources Supply ----------------------------------------