BHP Billiton Energy Coal SA OverviewPresentation to Portfolio committee, Cape TownXolani Mkhwanazi & Manie Dreyer28 January 2009

BECSA position in South Africa

Manie Dreyer, President, Energy Coal South Africa Ltd (BECSA), January 28 2010 Slide 2

BECSA – the figures

Production (2009/2010 FY estimate)Total Waste moved to expose coal (opencast) 120 M BCM’s/aTotal Run of Mine Coal (O/C & U/G) 48.6 MtpaTotal Domestic Saleable 23.5 MtpaTotal Export Saleable 12.1 MtpaEmployees ~5,500Reserves 1.05 BtMine Life at current production rates ±30 years*Additional Resources 2.0 BtAdditional Prospecting right areas 1.5 Bt

* Indicative only, includes undeveloped tenements

Slide 3Manie Dreyer, President, Energy Coal South Africa Ltd (BECSA), January 28 2010

BECSA supply to Eskom

Three major contracts currently in place •Duvha (fixed price, guaranteed volume) – 10 Mtpa through 2034•Kendal (cost plus colliery) – ±12.5 – 13.5 Mtpa through 2032, however volumes drop off

significantly towards the end of the life of the contract/mine with tremendous cost pressure

•Majuba (legacy contract) – will complete contract by mid 2010

In 2009 supplies were in line with Coal Supply Agreements;•Majuba 2.2 Mt•Duvha 9.5 Mt – BECSA agreed plan with Eskom to supply shortfall of 0.5Mt in Q1 2010•Kendal 12.4Mt

In 2008 - Emergency supplies to Majuba during the “dark” days•Ex Douglas 400 Kt export ROM sacrifice•Ex Albion 250 Kt •Ex Rietspruit and against relaxed quality specifications, BECSA was able to assist and

supplied additional volume 800Kt•Facilitated Eskom direct buy-ins through Khutala infrastructure (+/-700 Kt)

Manie Dreyer, President, Energy Coal South Africa Ltd (BECSA), January 28 2010 Slide 4

BECSA - Key Focus Areas

•An overriding commitment to health, safety and the environmental responsibility and sustainable development.

•Having relationships which focus on the creation of value for all parties.

•Projects being developed:•Klipspruit project – 99% complete, $450 million•DMO Project – 84% complete, $950 million•Small capital expenditure & sustaining Capex over the last

three years $220 million •Total capital expenditure in BECSA over the last three years is

$1.4 billion or R 10.9 billion

Slide 5Manie Dreyer, President, Energy Coal South Africa Ltd (BECSA), January 28 2010

Slide 6Manie Dreyer, President, Energy Coal South Africa Ltd (BECSA), January 28 2010