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Annual Meeting of Shareholders – Arch Coal Inc.

Arch Coal Inc. · Apr 24, 2014 · 19 slides

Investor presentation from the Shale Experts oil & gas presentation and slide database. Every page is imaged and its text indexed for search across operators, plays, basins and time.

Slides

  1. Annual Meeting of Shareholders – Arch Coal Inc. – slide 1
    Annual Meeting of Shareholders John W. Eaves, President & CEO Saint Louis April 24, 2014
  2. Annual Meeting of Shareholders – Arch Coal Inc. – slide 2
    Were making progress toward our safety, environmental and financial goals Notable accomplishments in 2013 Achieved second- Delivered ACIs Reduced capital lowest safety second-best expenditures and incident rate in environmental…
  3. Annual Meeting of Shareholders – Arch Coal Inc. – slide 3
    First quarter 2014 results Continue to manage what we can control Reducing cost-per-ton guidance in Appalachia and Bituminous Thermal Strong start-up of the Leer mine Increased commitments at West Elk Prudently managing capital…
  4. Annual Meeting of Shareholders – Arch Coal Inc. – slide 4
    Our mine portfolio underscores the value of diversity Powder Powder River River Basin Appalachian Appalachian Region Bituminous Appalachian Bituminous Thermal Basin Region Thermal Region Second largest PRB Emphasis on strong…
  5. Annual Meeting of Shareholders – Arch Coal Inc. – slide 5
    Arch completes start-up of Leer longwall, boosts coking coal product offering Completed start-up of new 400 million Leer longwall mining complex in Northern Appalachia A majority of 400-person Leer workforce has prior company…
  6. Annual Meeting of Shareholders – Arch Coal Inc. – slide 6
    Archs strong cost containment and process improvement initiatives are yielding results Powder River Basin (cash costs per ton) Demonstrating the success of process improvement initiatives 0.54 11.19 per ton reduction Controlling…
  7. Annual Meeting of Shareholders – Arch Coal Inc. – slide 7
    Taking decisive action to enhance our financial and competitive position Sale of noncore assets unlocks incremental value Canyon Fuel sale completed in August 2013 for 423 million in cash Recent ADDCAR Systems and Hazard Mining…
  8. Annual Meeting of Shareholders – Arch Coal Inc. – slide 8
    Arch has built a strong liquidity position, primarily in cash, to withstand ongoing market challenges Total Liquidity Refinancing transactions in 2013 (at 12/31, in millions) bolstered liquidity without 1,382 1,428 1,380 increasing…
  9. Annual Meeting of Shareholders – Arch Coal Inc. – slide 9
    Were successfully navigating current coal markets and are well positioned for an eventual recovery Archs diversified operations, balanced product portfolio, competitive cost structure and enhanced liquidity position will allow it to…
  10. Annual Meeting of Shareholders – Arch Coal Inc. – slide 10
    Growth in global steel consumption will continue to drive metallurgical coal use Blast Furnace Iron Production (in millions of tonnes) Blast furnace output expected to reach 1.2 billion tonnes in 2014, 1,210 more than doubling since…
  11. Annual Meeting of Shareholders – Arch Coal Inc. – slide 11
    Nations around the world are building coal-based power plants to fuel electricity needs New Coal-Fueled Generation Coming Online by 2018 Capacity under construction, in GW, from 2014-2018 CIS Countries Europe 3 China 12 India…
  12. Annual Meeting of Shareholders – Arch Coal Inc. – slide 12
    U.S. coal exports retracing currently, but remain at historically high levels U.S. Coal Exports (in millions of tons) We expect U.S. coal to 140 play an increasingly 120 important role in global coal supply in the years 100 ahead 80…
  13. Annual Meeting of Shareholders – Arch Coal Inc. – slide 13
    In the U.S., thermal coal consumption has rebounded after several years of decline U.S. Thermal Coal Consumption (in millions of tons) Weak power demand, lower natural gas prices and increasing regulatory pressures have cut 1099 982…
  14. Annual Meeting of Shareholders – Arch Coal Inc. – slide 14
    U.S. coal stockpiles ended 2013 below the five-year average; lowest year-end level since 2006 Estimated Coal Stockpile Levels at U.S. Power Generators (in millions of tons, at December 31) After peaking in May 2012, 57 coal stockpiles at…
  15. Annual Meeting of Shareholders – Arch Coal Inc. – slide 15
    About 60 GW of coal-based capacity to retire by 2018, which is headwind, but excess capacity could be an offset Coal Consumption for Power Generation Average Coal Plant Utilization (based on 2013 data) (Capacity factors) 2007 2013 85…
  16. Annual Meeting of Shareholders – Arch Coal Inc. – slide 16
    Severe winter temperatures have focused greater attention on coals important role in energy mix PJM January and July Peak Average Load Price spikes served as (Capacity factors) reminder that fuel diversity and reliability have value…
  17. Annual Meeting of Shareholders – Arch Coal Inc. – slide 17
    Even with retirements, there will still be a big market for thermal coal in the U.S. Projected U.S. Thermal Coal Consumption in 2020 (in millions of tons) Even with retirements, we expect a very EIA 943 sizable domestic Forecast 1 918…
  18. Annual Meeting of Shareholders – Arch Coal Inc. – slide 18
    Arch is promoting coals importance through a wide range of initiatives Through the Partnership for a Better Energy Future, we are working with industries that represent 80% of U.S. economy in support of a vital role for coal Through…
  19. Annual Meeting of Shareholders – Arch Coal Inc. – slide 19
    Arch is flexible and well-positioned to evolve along with markets Arch is holding the line on costs, containing capital spending and proactively managing liquidity Arch is executing on its strategic plans to monetize non-core assets…

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