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The Future of Coke Industry in India

Devendra K Ojha Chairman, Global Coke Limited. The Future of Coke Industry in India. Disclaimer.

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The Future of Coke Industry in India

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  1. Devendra K Ojha Chairman, Global Coke Limited The Future of Coke Industry in India

  2. Disclaimer The views expressed here contain information derived from publicly available sources that have not been independently verified. No representation or warranty is made as to the accuracy, completeness or reliability of the information. Any forward looking information in this presentation has been prepared on the basis of a number of assumptions which may prove to be incorrect. This presentation should not be relied upon as a recommendation or forecast by Global Coke Limited.

  3. Ideally the Coke Industry should locate • At the pithead, run by the miners • At the plant head, run by the steel makers

  4. India is unique • Because of the proliferation merchant coke makers • Located on the coasts • Dependent on 100 % imported coal

  5. Are they viable?

  6. Not Unless • They secure supplies • Attain minimum scale of operations • Co generate electricity • Master the art of blending • Optimise the logistics

  7. The Global Coke story in context:Supply • Supply secured for the next 12 years • Stake in only operating mine in Mozambique • Assured quality • Extremely favourable logistic costs • Long term contracts with mining companies around the world

  8. The global coke story in context:Demand • Favourable location of plants • Sold out order book position • Growing demand in the immediate radius • Repeat orders from existing customers

  9. The global coke story in context:Production • All plants with waste heat recovery mechanism • Additional benefits of Carbon credits • Trained manpower • Professional management with proven capabilities of unlocking values and wealth creation

  10. The global coke story in context:Synergies • Singapore operations for global reach • Own jetty to foster coastal shipping • Plans to foray into shipping to have greater control of logistics • Berge operations in Mozambique • Advantage of prime mover in emerging destination

  11. Future Plans • Million ton plants in all four corners of India • Coal Washery in Mozambique • Secure supply route from Mozambique • Aggressively acquire overseas asset plays

  12. Points to ponder • India’s energy hunger does not mean that we will consume all that we produce • India can cater to markets both in Europe and the Far East • Possibilities joint ventures

  13. It’s a global village • Resource of Mozambique • London listed entity • Indian coke maker …. …. • Why rule out more diverse stakeholders • Or more exotic destinations?

  14. Responsible Resource Management • Scarce resources • Need for latest technologies for optimal usage • More co operation between stakeholders • For sustainable development • Inclusive growth • Wealth creation

  15. TWO PREDICTIONS • Coke will become increasingly dearer calling for an Indian Steel Alliance • Coke price will be the critical factor for Global Steel Competitiveness

  16. The writing on the wall is clear History will not be kind to us, if we fail to pick up the gauntlet

  17. Thank You

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