1. Enhancing the partnership between Japan and Brazil
- A perspective from iron & steel -
September 24, 2013
Shinichi Fujiwara
Nippon Steel & Sumitomo Metal Corporation

2. 2. Strengthen iron & steel supply chain
Enhancing the partnership in iron & steel - Building up new “stories” over a reliable foundation-
3. Global Collaboration
2. Strengthen iron & steel supply chain
1. Stable iron ore trade

3. Japan’s Iron Ore Imports - Steady trade flow from Brazil to Japan -
(Million Tons)
(Source: Customs Statistics)

4. World seaborne iron ore demand & supply - Different supply responses to the rapid growth of Chinese demand -
Demand
Supply
(Million Tons)
(Million Tons)
+66Mt
+66Mt
+332Mt
+332Mt
+17Mt
+51Mt
+297Mt
+55Mt
+297Mt
+347Mt
+3Mt
+98Mt
+266Mt
+54Mt
+102Mt
+31Mt
-15Mt
+11Mt.
+97Mt
+227Mt
+46Mt
(Source: Clarkson)
(Source: Clarkson)

5. Industrial Machinery & Equipments Infrastructure & Transportation
Drive value-enhancing cycle with steel as “catalyst” - Clustering the competitive edges to exploit inter-industry synergies-
Energy
Industrial Machinery & Equipments
Mining
Infrastructure & Transportation
Steel

6. Nippon Steel & Sumitomo Metal in Brazil
Belo Horizonte
(USIMINAS – Head Quarters)
Ipatinga Works
(including Unigal)
MUSA (Iron Ore Mine)
VSB
Cubatao Works

7. Working together in Mozambique - To materialize the dream coking-coal projects and beyond -
ProSAVANA project area
(Agricultural development)
In discussion with Vale for JBIC finance to facilitate Nacala Rail& Port project
Unlocking the potential of high-quality coking coal in Mozambique
Capable of serving other industries in “Nacala Corridor” as well
Nacala
Tete Province
Nacala Railway (913km)
Vale: Moatize
Minas de Revuboe
NSSMC: 33.3%
Mining License granted in Apr. 2013
Startup: 2016
Existing port
(to be upgraded with Japan’s ODA)
New coal terminal
(under construction)

8. Muito Obrigado! 御清聴ありがとうございました。