Ä Æ a coal industry profile mining and geological consultants
TRANSCRIPT
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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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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
ÄÆ
49
ÄÆ
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
ÄÆ
88
ÄÆ
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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!( Underground/Surface Mines
10 0 10 205SCALE (km)
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H
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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
ÄÆ
50
ÄÆ
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