ABOUT THE RUSSIAN DIRECT INVESTMENT FUND
The Russian Direct Investment Fund is a $10 billion fund established to make equity investments primarily in the Russian economy.
RDIF was created in 2011 under the leadership of the President and Prime Minister of Russia to co-invest alongside top global investors, acting as a catalyst for direct investment in Russia. RDIF together with its co-investors invested and committed over $7 billion for this purpose, of which RDIF alone invested $1.3 billion and over $6 billion came from the leading international co-investment partners.
RDIF also attracted over $15 billion of foreign capital into the Russian economy through long-term strategic partnerships.
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* Source: USGS data
3614
9.27.5 5.6 5
2. China1. Australia 4. Peru 5. Mexico 6. USA3. Russia
Ranking of countries by lead reserves*
2013, mln tonnes
Global lead miningKey players, 2013, thousand tonnes
1. China 2. Australia 3. USA 4. India 5. Mexico 6. Peru 7. Russia
RUSSIA IS RANKED THIRD GLOBALLY BY LEAD RESERVES. RUSSIA IS THE SEVENTH LARGEST LEAD MINING COUNTRY IN THE WORLD
1.1
RUSSIA IN THE GLOBAL LEAD INDUSTRY
,3,000 690 340 260 220 120 90
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1.2 MAJOR GLOBAL PLAYERS2013, % OF WORLD PRODUCTION
1. Glencore-XtrataSwitzerland
5.8
2. Hindustan ZincIndia
5.7
3. BHP Billiton LtdAustralia
3.9 3.4
8. UMMCRussia
0.02
4. Teck Cominco LtdCanada
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110.9
RUSSIA ACCOUNTS FOR APPROX 2% OF THE GLOBAL LEAD MINING INDUSTRY
2.1
RUSSIAN LEAD INDUSTRY: CURRENT ISSUES AND TRENDS
Lead mining in Russia and globally2009-2013, thousand tonnes
.1.8 2.3 2.2 1.83 1.6
2010 2012 20132009 2011
70
3,860
12800
105
4,700
90
5,400
95
5,170
In Russia Globally Russia’s share of global mining volumes, %
97
4,140
Refined lead production in Russia2009-2013, thousand tonnes
Production in Russia, % change from previous period
* Source: USGS data
100.0
106.7
97.688.7
100.8
2010 2012 20132009 2011
119 127 124 110
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China
Korea
Kazakhstan
Belarus
Switzerland
Germany
ItalySingapore
Turkey
USA
Uzbekistan
264 11
0.6
2.70.8
9.8 65.3
7.1
18.6
57
2.2 OVER 70% OF LEAD PRODUCED IN RUSSIA IS EXPORTED
Exports of lead2013, thousand tonnes, by main importing countries
Production in Russia, % change from previous period refined lead lead ore and concentrate
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1
8
2
6
5
4
7
KEY LEAD DEPOSITS IN RUSSIA
GEOGR APHY AND CORPOR ATE STRUCTURE
3.1
Altai Krai
Orenburg Region
Republic of Bashkortostan Chelyabinsk region
Krasnoyarsk Krai
Arkhangelsk Region
Republic of Sakha (Yakutia)
Primorsk Krai
Reserves, tonnes:
3
Zabaykalsky Krai
Republic of Buryatia
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3 .2 RUSSIAN LEAD INDUSTRY: CORPORATE STRUCTURE
Gorevskoye (Krasnoyarsk Krai)
Korbalihinskoe (Altai Krai) Robtsovskoe (Altai Krai)
Novo-Shirokinskoe (Zabaykalsky Krai)
Noyon-Tolgoi (Zabaykalsky Krai)
Ozernoye (Republic of Buryatia)
Nikolayevskoye (Primorsk Krai)
Sardana (Republic of Sakha (Yakutia)
Kholodninskoye (Republic of Buryatia)
Gorevsky GOK OJSC
OJSC Sibir-Polimetali
OJSC Novo-Shirokinsky Rudnik
Baikalrud LLC
Techprominvest LLC
Dalpolimetall MMC
Sibirskie Tsvetniye Metali LLC
InvestEvroKompani LLC
1
4
6
7
5
2
8
3
Mines of the company
Mines of the company
Mines of the company
Mines of the company
Mines of the company
Mines of the company
Mines of the company
Mines of the company
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RUSSIAN LEAD INDUSTRY: CORPORATE STRUCTURE
Gorevsky GOK OJSC
Sibir-Polimetali OJSC Uralelectromed OJSC Bashkirskaya Med LLC
Dalpolimetall MMC
Ormet CJSC
Electrozink OJSC Uralelectromed OJSC
Dalpolimetall Metallurgical Plant LLC
Merkurii group
UMMC OJSC
Russkaya GRK OJSC
Russian Copper Company
Mining companies
Mining companies
Mining companies
Mining companies
Metallurgical enterprises
Metallurgical enterprises
3.3
GEOGR APHY AND CORPOR ATE STRUCTURE
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Ozerny GOK OJSC Kholodninsku GOK OJSC
Lunsin LLC
Novo-Shirokinsky Rudnik OJSC
Baikalrud LLC
Sibirskie Tsvetniye Metali LLC
Metropol LLC
ZIJING MINING GROUP CO. LTD.
HIGHLAND GOLD MINING LTD.
Baotzin GL
Summa Capital LLC
Mining companies
Mining companies
Mining companies
Metallurgical enterprises
Metallurgical enterprises
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Electrozink: refined lead production2011-2013, thousand tonnes
Electrozink: Revenue2011-2013, Rub mln
ELECTROZINK IS A MAJOR REFINED LEAD PRODUCER IN RUSSIA2011-2013
3.4
GEOGR APHY AND CORPOR ATE STRUCTURE
5,0312011
19.52011
4,4592012
13.3
2012
3,3882013
14.82013
ELEK
TR
OZI
NK
JSC
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ELECTROZINK: MARKET CAPITALIZATION
JSC Electrozink
Kenmare Resources Plc
Hanchang Industry Co. Ltd.
Silvermet Inc.
Electrozink capitalization growthNov 2013- Nov 2014, %
Sources: Bloomberg, Reuters
+6%
-46%
+11,4%
+45%
488Nov. 13
516Nov. 14
+6%
Electrozink capitalizationRub mln
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ELECTROZINK: PEER COMPARSION 2013, by Sales volume and Market capitalization
GEOGR APHY AND CORPOR ATE STRUCTURE
Ireland
Russian Federation
Morocco
Peru
Korea, Republic Of
Australia
Sweden
Canada
Australia
Australia
Kenmare Resources Plc
Electrozink
Compagnie Minière de Touissit SA
Cia Minera Santa Luisa SA
Hanchang Industry Co. Ltd.
Terramin Australia Ltd.
Lovisagruvan AB
Silvermet, Inc.
Avalon Minerals Ltd.
Brumby Resources Ltd.
146.04
106.29
66.84
65.97
49.64
41.50
5.59
0.38
0.00
0.00
263.62
9.4
238.68
10.73
20.93
123.76
16.66
12.21
3.71
1.93
Market capitalization, USD mln
Sales,USD mln
CompanyCountry
5
6
7
8
9
10
11
12
33
37
ELEK
TR
OZI
NK
JSC
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Gorevsky GOK: lead concentrate production2010-2013, thousand tonnes
RevenuesRub mln
Gorevsky GOK: lead mining2010-2013, thousand tonnes
GOREVSKY GOK IS A MAJOR LEAD MINING COMPANY IN RUSSIA
3.5
GEOGR APHY AND KEY COMPANIES
2011
2012
2013 2,660
2,400
2,382
CAGR 15.98%
2011 2012 2013
230
171216.9
1,637
2011
1,8582012
2,3242013
GO
REV
SKY
GO
K JS
C
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