Transcript
Page 1: Ä Æ A Coal Industry Profile Mining and Geological Consultants

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RIO CORDOBAMax. Vessel Capacity: 100,000 dwt

Current Coal Capacity: 4.0 MtpaPlanned Coal Capacity: 9.0 Mtpa

CARBOSANMax. Vessel Capacity: 80,000 dwtCurrent Coal Capacity: 6.0 Mtpa

PRODECOMax. Vessel Capacity: 180,000 dwt

Current Coal Capacity: 10 Mtpa

SEE INSET 1

PUERTO NUEVOMax. Vessel Capacity: 180,000 dwtPlanned Coal Capacity: 32.0 Mtpa

MUELLES EL BOSQUEMax. Vessel Capacity: 10,000 dwtCurrent Coal Capacity: 0.1 Mtpa

PUERTO MPXMax. Vessel Capacity: 180,000 dwtPlanned Coal Capacity: 15.0 Mtpa C

erre

jón

Rai

lway

Fenoco Railway

Ru

tadel S

ol

Ruta

del Sol

Rutadel Sol

Ruta del Sol

Proposed CarareRailway

MAMONALMax. Vessel Capacity: 45,000 dwtCurrent Coal Capacity: 1.3 MtpaPlanned Coal Capacity: 3.5 Mtpa

SOCIEDAD PORTUARIAGOLFO DE MORROSQUILLO (SPGM)

Max. Vessel Capacity: 30,000 dwtCurrent Coal Capacity: 0.6 Mtpa

Boyacá, Cundinamarca, Santander and 

Norte de SantanderHigh Quality

MET/Thermal Coals7.0 mt (2013)

AntioquiaMid QualityThermal Coal0.1 mt (2013)

CórdobaLower QualityThermal Coal0.02 mt (2013)

Valle del Cauca Mid QualityThermal Coal.05 mt (2013)

CesarHigh QualityThermal CoalOpen Pit Mines45.0 mt (2013)

La GuajiraHigh QualityThermal CoalOpen Pit Mines33.3 mt (2013)

SEE INSET 2

PALERMO PORT (PSP)Max. Vessel Capacity: 30,000 dwtCurrent Coal Capacity: 0.5 Mtpa

BARRANQUILLA COMPLEX

BARRANQUILLA ARGOSMax. Vessel Capacity: 35,000 dwt Max. Vessel Capacity: 35,000 dwtCurrent Coal Capacity: 0.7 Mtpa Current Coal Capacity: 1.0 Mtpa

Planned Coal Capacity: 1.5 Mtpa Planned Coal Capacity: N/A

S.P. del NORTE MICHELMARMax. Vessel Capacity: 35,000 dwt Max. Vessel Capacity: 10,000 dwtCurrent Coal Capacity: 0.6 Mtpa Current Coal Capacity: 0.3 Mtpa

PUERTO SINUMax. Vessel Capacity: 60,000 dwtPlanned Coal Capacity: 1.5 Mtpa

COLCLINKERMax. Vessel Capacity: 65,000 dwtCurrent Coal Capacity: 2.0 Mtpa

DRUMMONDMax. Vessel Capacity: 180,000 dwtCurrent Coal Capacity: 30.0 MtpaPlanned Coal Capacity: 60.0 Mtpa

BOLIVARMax. Vessel Capacity: 180,000 dwtCurrent Coal Capacity: 32.0 MtpaPlanned Coal Capacity: 42.0 Mtpa

BUENAVENTURA COMPLEX

BUENAVENTURA MUELLE 13Max. Vessel Capacity: 35,000 dwt Max. Vessel Capacity: 35,000 dwtCurrent Coal Capacity: 0.6 Mtpa Current Coal Capacity: 0.4 MtpaPlanned Coal Capacity: 1.5 Mtpa Planned Coal Capacity: 1.0 Mtpa

AGUADULCE

FerrocarrilCentral

Proposed Concesióndel Pacífico

Tamalameque

Gamarra

Puerto Wilches

Barrancabermeja

Puerto Berrío

PuertoSalgar

Expanding from Panamax (60,000 to 80,000 dwt) to Capesize vessels

(180,000 + dwt) in 2014.

P A N A M A C A N A L

TAMALAMEQUE

GAMARRA

CAPULCO

PUERTO WILCHES

TRAFIGURA/IMPALA

PUERTO BERRIO

PUERTO SALGAR

San JoseConsorcio Minero De Cucuta LTDA Coking 0.06 mt

CaparrapiCarbones Suramericanos S.A.

2015 Projected

Gecelca 3/3.2Gecelca

Gecelca 3-Est. Completion: Nov. 2014Gecelca 3.2-Est. Completion: Dec. 2015

Tasajero I155 MW

PUERTO BRISAMax. Vessel Capacity: 180,000 dwt

Planned Coal Capacity: 30 MtpaPlanned Opening Second Semester of 2014

Termoguajira I, II2 units 269 MW

PiraguaC.I. Bulk Trading LTDA

2014 Projected PCI 0.03 mt

San JoaquinCarbones San Fernando S.A.S.

Thermal 0.17 mt

La MargaritaMina La Margarita S.A.S.

2014 Projected Thermal 0.1 mt

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SEE INSET 3

Tasajero IITermotasajero

Est. Completion: Nov. 2015

A

Tolú

Cali

Yopal

Amagá

Tunja

Neiva

Turbo

Samacá

Rondón

Maicao

Ibagué

Bogotá

Quibdó

Cúcuta

San Gil

Dibulla

Popayán

La Loma

Duitama

Calamar

Ciénaga

Saravena

Zambrano

La Jagua

Riohacha

Montería

Medellín

Belencito

Barrancas

Sincelejo

Cimitarra

Cartagena

Chiriguaná

Valledupar

Paz de Río

Bucaramanga

Santa Marta

Lenguazaque

Bugalagrande

Barranquilla

Buenaventura

Villavicencio

Meta

Chocó

Antioquia

Casanare

Cesar

Bolívar

Cauca

Tolima

Boyacá

Santander

Córdoba

Guaviare

Huila

Magdalena

Arauca

La Guajira

Sucre

Cundinamarca

Vichada

Valle del Cauca

Norte de

Santander

Caldas

NariñoCaquetá

Risaralda

Atlántico

Quindio

Panamá

Venezuela

Mérida

Maracaibo

Palmarejo

La Ceiba

San Carlos

San Francisco

San Cristóbal

Santa Cruz de Mara

C analde

lD

ique

RIO

RANCHERIA

RIO

RA

NC

HERIA

RIO

C

ESAR

RIO

CA

RA

RE

RIOMAGDALENA

RIO

OP

ON

RIOCIM

ITARRA

RIOGUATAPE

RIOCAUCAR

IOAT

RATO

RIO

SA

NJU

AN

RIO

CA

UC

A

RIO

MA

GD

ALE

NA

RIOMETA

RIO

NECHI

RIOMAGDALENA

RIO

SA

NJO

RGE

RIOB

AU

DO

RIOCALIMA

RIOC

AU

CA

RIO

DU

DA

RIO GUAYABERO

RIO

ARIAR

I

RIO GUAVIARE

RIO CATAT UMBO

RIO

ZU

LIA

RIO SARARE

RIO PEDRAZA

RIO

SIN

U

LAKEMARACAIBO

C A R I B B E A N S E A

P A C I F I C O C E A N

BijaoSator S.A.S.

Thermal 0.18 mt

A

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14.

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25 0 25 50 75 10012.5SCALE (km)

LegendMajor Rivers

Major Roads

Known Coal Fields (Approx.)

Existing Coal Ports

Proposed Railway

Operating Coal Transport Railways

Republic of ColombiaCoal Industry Profile

Ruta del Sol - Projected

John T. Boyd CompanyMining and Geological Consultants

Proposed River Terminals

Railways under Renovation

Existing River Terminals

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La LomaDrummond, Ltd.

14.5 mt

CalenturitasProdeco, S.A.

11.6 mtLA JAGUAGlencore

7.0 mt

La DivisaPacific Coal

0.3 mt

El DescansoDrummond, Ltd.

8.3 mt

La FranciaCNR

0.4 mtEl Hatillo

CNR3.0 mt

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45

CESAR - INSET 2with 2013 Production

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Cerrejon CentralCarbones del Cerrejon

6.5 mt

OreganalCarbones del Cerrejon

1.3 mt

La CaypaPacific Coal

0.7 mt

Cerrejon NorteCarbones del Cerrejon

21.7 mt

Cerrejon PatillaCarbones del Cerrejon

3.1 mt

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88

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49

0 10 20 305SCALE (km)

LA GUAJIRA - INSET 1with 2013 Production

Pittsburgh Denver Brisbane Beijing Bogota www.jtboyd.com

Email: [email protected] 2014

Major Coal Regions

Venezuela

United StatesThe

Bahamas

Peru

Panama

Nicaragua

Mexico

Jamaica

Honduras

Haiti

Guyana

Guatemala

El Salvador

Ecuador

Dominican RepublicCuba

Costa Rica

Colombia

Brazil

Bolivia

Belize

Source: US National Park Service

Large Open Pit Operations

Proposed Coal PortsUnderground Mines!µ

Departments

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10 0 10 205SCALE (km)

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H

H

H

H

H

H

A

APaipa

4 units 327 MW

CasablancaUniminas S.A.S.Coking 0.16 mt

C. I. Carbocoque S.A.Columbia Coal Co. S.A.

Coking 0.17 mt

San MiguelIncarsa S.A.S.Coking 0.09 mt

CarbonerasC.I. Prodyser S.A.

Coking 0.03 mt

Titulo 1921TMinminer S.A

Coking 0.42 mt

Zipa EMG5 units 235.5 MW

CarboinsaCarboinsa S.A.S.Coking 0.06 mt

La FloridaSanoha LTDA.

Thermal 0.005 mt

CazaderoSanoha LTDA.

Thermal 0.004 mt

EscaleraSanoha LTDA.

Thermal 0.009 mt

PinosSanoha LTDA.

Thermal 0.010 mt

CMR ConsorcioCarborio LTDA

Coking 0.024 mt

CuritalSanoha LTDA.

Thermal 0.010 mt

Cundinamarca

SanohaSanoha LTDA.

Thermal 0.008 mt

Concessions 7239 -7241 and 7615

Cooprocarbon LTDACoking 0.58 mt

La Ramada.Sociedad Central de

Activos MinerosCoking 0.10 mt

Boyacá

Casanare

Santander

Tunja

Samacá

Rondón

Duitama

Belencito

Paz de Río

Lenguazaque

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50

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62

ÄÆ

66

ÄÆ

55

ÄÆ

55

ÄÆ

45A

Cundinamarca and Boyacá Mines - INSET 3

with 2013 Production

10 0 10 205SCALE (km)

10 0 10 205SCALE (km)

EUROPE41%

CENTRAL & SOUTH AMERICA32%

AFRICA & MIDDLE EAST

9%

NORTH AMERICA16%

INDIA, CHINA & INDONESIA

2%

COAL EXPORT 2013 BY DESTINATION (Ktons)

Source: SIMCO [Colombian Mining Information System]Source: SIMCO [Colombian Mining Information System]

5.0 

10.0 

15.0 

20.0 

25.0 

30.0 

35.0 

40.0 

45.0 

50.0 

2004 2005 2006 2007 2008 2009 2010 2011 2012 2013

Years

CESAR DEPARTMENT COAL PRODUCTION

Drummond ‐ La Loma Prodeco ‐ Calenturitas Glencore ‐ La Jagua

Drummond ‐ El Descanso CNR ‐ El Hatillo CNR ‐ La Francia

Pacific Coal ‐ La Divisa

Source: SIMCO [Colombian Mining Information System]; ANM [National Mining Agency]

MTons

5.0 

10.0 

15.0 

20.0 

25.0 

30.0 

35.0 

40.0 

45.0 

2004 2005 2006 2007 2008 2009 2010 2011 2012 2013

Years

LA GUAJIRA DEPARTMENT COAL PRODUCTION

Cerrejón ‐ Z.Norte Cerrejón ‐Z.Central Cerrejón ‐Oreganal

Cerrejón ‐ Patilla Pacific Coal ‐ La Caypa

Source: SIMCO [Colombian Mining Information System]; ANM [National Mining Agency]

MTons

0

10

20

30

40

50

60

70

80

90

100

2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013

Others

Valle del Cauca

Santander

Córdoba

Antioquia

Norte de Santander

Boyacá

Cundinamarca

La Guajira

Cesar

Source: SIMCO [Colombian Mining Information System]

MTons COAL PRODUCTION BY DEPARTMENT

Source: SIMCO [Colombian Mining Information System]

MTons COAL PRODUCTION BY DEPARTMENT

2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013

INDIA, CHINA & INDONESIA 127  52  36  45  29  89  494  9,218 2,840 6,676 1,463

NORTH AMERICA 4,855 5,018 6,885 6,608 6,090 4,746 6,170 6,265 12,04 13,10 12,60

AFRICA & MIDDLE  EAST 15,39 14,96 19,74 23,72 22,89 18,93 19,35 14,42 9,829 6,722 6,527

CENTRAL & SOUTH  AMERICA 6,931 8,007 7,623 8,855 10,09 20,65 14,78 14,89 19,50 19,31 24,28

EUROPE 23,68 23,05 20,42 21,64 26,20 19,04 27,84 27,42 37,00 31,59 31,77

10

20

30

40

50

60

70

80

90COAL EXPORTS BY DESTINATION

INDIA, CHINA & INDONESIA

NORTH AMERICA

AFRICA & 

MIDDLE EAST

CENTRAL & SOUTH 

AMERICA

EUROPE

KTon

Years

Source: SIMCO [Colombian Mining Information System]

2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013

Antioquia, Cauca/Otros, Córdoba 1,292  885  886  1,081  779  986  1,054  251  840  438  173 

Cundinamarca, Boyacá, Santander, and 

Norte de Santander5,000  3,428  3,900  4,919  5,868  6,900  6,273  6,985  7,921  6,813  6,958 

Guajira 22,584  24,547  27,180  29,073  30,069  31,940  31,431  31,098  33,356  35,093  33,296 

Cesar 21,152  25,028  27,710  31,118  33,187  33,676  34,050  36,016  43,688  46,679  45,069 

10 

20 

30 

40 

50 

60 

70 

80 

90 

100 COAL PRODUCTION BY REGION

Antioquia, Cauca/Otros, Córdoba

Cundinamarca, Boyacá, Santander, and Norte de 

Santander

Guajira

Cesar

MTons

Years

Source: SIMCO [Colombian Mining Information System]

Proposed Generating Stations

A Existing Generating Stations

A

Cundinamarca, Boyacá, Santander, and Norte de Santander 

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