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A Multicommodity View of Prices Prepared for: Current Trends in Mining Finance April 29, 2013

A Multicommodity View of Prices Prepared for: Current Trends in Mining Finance April 29, 2013. Lisa Morrison, Principal Consultant. CRU = Wide range of commodity coverage. Heat Map 2013: Demand fades, supply expands, investors sell.

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A Multicommodity View of Prices Prepared for: Current Trends in Mining Finance April 29, 2013

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  1. A Multicommodity View of Prices Prepared for: Current Trends in Mining Finance April 29, 2013 Lisa Morrison, Principal Consultant

  2. CRU = Wide range of commodity coverage

  3. Heat Map 2013: Demand fades, supply expands, investors sell 2013 will be a lacklustre year for commodity prices: 13 commodities will rise, 8 will fall. Four commodities sit in the Hot & Freezing extremes. Coking Coal, Tin, Alumina, Manganese, Aluminium, Iron Ore, Cobalt, Palladium, Sulphuric Acid, Nickel, Zinc, Platinum, Copper, Lead, Gold, Silver, Phosphate DAP, Urea, Sulphur, Potash, Ammonia, Met Coke Hot > 15% Warm 5% to 15% Mild 0% to 5% Cool 0% to -5% Cold -5% to 15% Freezing < -15% * 2013 annual average price forecast (nominal $ or benchmark) versus 2012 Q4 average actual prices

  4. Heat Map 2017: Supply picture is dominant Prices expected to increase 13% on average out to 2017. 12 of 22 commodity prices will rise while 9 will decline. Palladium, Tin, Zinc, Nickel, Alumina, Cobalt, Coking Coal, Platinum, Aluminium, Lead, Phosphate DAP, Manganese, Urea, Sulphuric Acid, Copper, Iron Ore, Gold, Ammonia, Met Coke, Sulphur, Potash, Silver Hot > 15% Warm 5% to 15% Mild 0% to 5% Cool 0% to -5% Cold -5% to 15% Freezing < -15% * 2013 annual average price forecast (nominal $ or benchmark) versus 2012 Q4 average actual prices

  5. Contact details Lisa Morrison Principal Consultant – CRU phone: +1 610.925.1860 (NYC time zone) email: lisa.morrison@crugroup.com web: www.crugroup.com

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