Agenda

Opening remarks from the Chairman

Clarke Wilkins, Director, Metals & Mining Research, Citi Investment Research

Global Economic Outlook

Paul Brennan, Chief Economist, Citi Investment Research & Analysis, Citigroup Global Markets

Iron Ore Market Outlook

• Is the looming surplus a mirage?
• China’s role as a swing producer
• How costs and freight will impact the market

Daniel Hynes, Director, Commodities, Citigroup

BHP Billiton Iron Ore

Ian Ashby, President, BHP Billiton Iron Ore

Rio Tinto Iron Ore

David Joyce, Managing Director, Expansion Projects, Rio Tinto Iron Ore

Morning tea

Fortescue – Closing in on 155Mtpa

• Operations Update
• Marketing
• Expansion to 155mtpa
• Port
• Rail
• Chichesters
• Solomon
• The next 100Mtpa to 255Mtpa
• Beyond 255Mtpa – 355Mtpa

Peter Meurs, Director Development, Fortescue Metals Group

Anglo American

James Harman, Head of Business Development, Iron Ore & Coal, Anglo American plc

Session TBA

Lunch

Senior Representative, QR National

Iron Ore Pricing: The Evolution Continues

• Use of indices today in the physical and financial markets
• Swaps, options and futures: liquidity and opportunities to manage price risk
• Impact of iron ore pricing developments on steel markets
• Implications for miners, traders and steel mills

Steve Randall, Managing Director, The Steel Index

The Impact of floating Price Iron Ore on the Behaviors of Miners/Mills and Consumers

• Iron ore price volatility as a result of total pricing based on delivery China
• Managing price risk when absolute dollar moves in inventory outpaces total profits
• How to achieve sustainable/repeatable margins on existing and future mining projects
• Margin management for steel mills supplying overstretched consumers

Mark Lyons, Global Head of Iron Ore & Steel, Citigroup

Outlook for the Capesize freight Market

• What is the extent of the surplus tonnage ?
• When will freight rates start to rise?
• How will iron ore prices affect future shipping demand?
• Will the percentage of freight in the delivered price be a concern?

Peter Malpas, Director, Group Manager Research Australasia/Asia, Braemar Seascope

Questions

Afternoon tea

Outlook for Steel

• Everyone needs and uses steel , but who makes the money?
• Where is the shareholder value in the value chain? Why?
• Can this change? What needs to change?
• Where are the future trends—demand, raw materials, technology, service?

Dr Rod Beddows, President and Co-Founder, HCF International Advisers Ltd.

China Steel Industry – When will we see the peak?

• China steel industry – Performance, developments & outlook
• Iron ore production and blast furnace capacity development

Wu Wenzhang, President, Shanghai SteelHome

The Changing Business Landscape Within China

• China’s impact, presence and influence in the developing world
• Examining China’s strategy for outbound investment in mining
• Reviewing recent investments made by China in the global resources sector
• Equity, debt, offtakes etc – understanding what Chinese investors in global mining really want for their money
• Spotlighting key regions China is focussing on for investment in mining

Kobus van der Wath, Founder and Group Managing Director, THE BEIJING AXIS

Questions

Cocktail Reception

Buses depart Pan Pacific Perth for Official Conference Dinner

Official Conference Dinner

Morning Coffee

Opening Remarks from the Chairman

Graeme Hunt, Managing Director, G.P.Hunt Associates Ltd

The Long Term Outlook for Iron Ore

• Modelling long term iron ore
• Regional trends in steel consumption
• Structural changes in iron unit consumption
• An impressive new project pipeline
• Implications for long term pricing

Laura Brooks, Consultant, Steelmaking Raw Materials, CRU

Investment Consideration for funding new Iron Ore Projects

Understanding the Risks for Global Iron Ore Expansion Planning

• Total systems approach to quantifying the financial risks of expansion planning
• Quantifying the benefits of alternative infrastructure solutions
• Understanding the robustness of the full supply chain

Craig Stewart, Director, TSG

Facilitating Trade Growth in Port Hedland

• Historic and projected growth in exports
• Developments for export of Iron Ore
• Projected import and other export growth in support of North West development
• Growth of Port Authority and use of technology to enhance capacity and safety

Roger Johnston, CEO, Port Hedland Port Authority

Chinese and Indian Iron Ore Production - Determining the World Market Balance

• How sustainable is the high Chinese iron ore production?
• Will Indian iron ore producers continue to deliver for both domestic and export markets?
• Chinese and Indian FDI how is it progressing?

Magnus Ericsson, Chairman, Raw Materials Group, Sweden

Questions

Morning tea

The Roy Hill Project Status Update

• Overall Project description
• Description of Ore Body and Product
• Status of Project and other Approvals
• Delivery Strategy and Development Schedule

Barry Fitzgerald, Executive General Manager Carbon Steel Materials, Hancock Prospecting Pty Ltd

Grange – Australia’s Leading Magnetite Producer

• Australia’s leading producer & exporter of high quality iron ore pellets
• Savage River operations in Tasmania
• Long term off take agreements with a solid customer base
• Fast tracked second major project – The Southdown Project

Russell Clark, Managing Director and CEO, Grange Resources Limited

Crosslands Resources Ltd

• Update on current operations in the Mid West
• Moving forward – the Jack Hills Expansion Project

Andrew Caruso, Chief Executive Officer, Crosslands Resources Ltd

Karara - the Mid West's first magnetite project on the verge of production

Tim Netscher, Managing Director, Gindalbie Metals

Questions

Lunch

CITIC Pacific Mining’s Sino Iron Project

• Development of the project
• Innovation on a massive scale
• Economic, environmental and community benefits

Malcolm Northey, Executive Director Risk Management, CITIC Pacific Mining

Developing Iron Ore Capacity in the Western Pilbara

• 30Mtpa Stage 1 development of the West Pilbara Iron Ore Project
• 10Mtpa Stage 2 development of the Hardey Deposit
• Rail development for the above projects and stranded deposits
• Development of Anketell Port for the West Pilbara Iron Ore Project and other West Pilbara producers

Kevin Watters, Project Director, API

Atlas Iron Limited – Opportunities for Growth

• Company History/Operations Update
• Growth Plans – Resource Development/Infrastructure
• Managing Risk in Execution

David Flanagan, Managing Director, Atlas Iron Limited

BC Iron – At full Production and Growing

Mike Young, Managing Director, BC Iron Limited

Questions

Afternoon tea

The Cairn Hill Project

Simon Parson, General Manager, Cairn Hill Project, IMX Resources

Moly Mines Limited – Spinifex Ridge Iron Ore Project

• Our observations
• Product supply into China and the market

Dr Derek Fisher, CEO, Managing Director, Moly Mines Limited

Legacy Iron Ore: Integrated Development Strategy

• Who are the right partner(s)?
• What are the key ore resource requirements?
• What infrastructure is needed?
• What is needed for project implementation?

John Hebenton, CEO, Legacy Iron Ore Limited

Building the World’s next Great Iron Ore Province

• The Mbalam Iron Ore Project in the Republic of Cameroon and the Republic of Congo, Central West Africa
• Stage 1: 35Mtpa High Grade DSO for 10 years
• Stage 2: 35Mtpa Itabirite Hematite for a minimum of 15 years
• Total High Grade Hematite Resources of 521Mt at 60.7% Fe

Giulio Casello, Managing Director and CEO, Sundance Resources Ltd

Questions

Closing remarks & close of conference