Presentation to Melbourne Mining Club

23 April 2015 Mitsui & Co., Ltd.

Total Assets: 106.8 billion US$

34.8 Shareholder Equity:

US$ billion

Revenue: 55.7 billion US$

EBITDA: 7.8 billion US$

Investments and Loans:

9.8 US$ billion

4,099 Net Income:

million US$

4

48,090 Number of Employees (consolidated):

426 Number of Subsidiaries and Associated Companies:

Global Network: 65 countries/

regions

（As of 1 April, 2015）

140 Number of Offices and Overseas Trading Subsidiaries: （As of 1 April, 2015）

Our major resource partners in Australia

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Project Commodity Mitsui Equity Robe River Iron Ore 33% Kestrel Coal 20% Bengalla Coal 10%

Project Commodity Mitsui Equity Moranbah North Coal 4.75% German Creek Coal 30% Lake Lindsay Coal 30% Dawson Coal 49% Drayton Coal 3.83%

Project Commodity Mitsui Equity Casino/Henry Gas 25%

Project Commodity Mitsui Equity Mt. Goldsworthy Iron Ore 7% Yandi Iron Ore 7% Mt. Newman Iron Ore 7% Jimblebar Iron Ore 7% South Walker Creek Coal 20% Poitrel Coal 20%

Project Commodity Mitsui Equity North West Shelf LNG 8% Enfield/Vincent Oil 40%

Diesel to gas conversion

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PIPELINE GAS

CONVENTIONAL GAS

STRANDED GAS

GAS LIQUEFACTION / GAS COMPRESSION

CNG / LNG STORAGE

POWER GENERATION

GAS SUPPLY CUSTOMERS PROCESSING

PIPELINE GAS

CONVENTIONAL GAS

STRANDED GAS

GAS LIQUEFACTION / GAS COMPRESSION

CNG / LNG STORAGE

CNG / LNG TRANSPORT

POWER GENERATION

MINE DUMP TRUCKS

GAS SUPPLY CUSTOMERS PROCESSING PIPELINE GAS

CONVENTIONAL GAS

STRANDED GAS

GAS LIQUEFACTION / GAS COMPRESSION

CNG / LNG STORAGE

CNG / LNG TRANSPORT

POWER GENERATION

LOCOMOTIVES / ROAD TRAINS / LIGHT VEHICLES

MINE DUMP TRUCKS

GAS SUPPLY CUSTOMERS PROCESSING

The Sydney Morning Herald –1901

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Photos reproduced courtesy of State Library of Western Australia, National Library of Australia, Fairfax Media Ltd, Australian National Maritime Museum

Growing with Australia

1963 - Dragline at Moura Coal Mine 1965 - Loading Moura coal at Gladstone

Photos reproduced courtesy of State Library of Western Australia, National Library of Australia, Fairfax Media Ltd, Australian National Maritime Museum

Growing with Australia

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1973 - Mt Whaleback Iron Ore Mine

Photos reproduced courtesy of State Library of Western Australia, National Library of Australia, Fairfax Media Ltd, Australian National Maritime Museum

1969 - Opening of Mt Newman railroad

Growing with Australia

10 Photos reproduced courtesy of State Library of Western Australia, National Library of Australia, Fairfax Media Ltd, Australian National Maritime Museum

1975 – Shark Bay Salt field 1981 – North West Shelf plant construction

Mineral Resource Joint Ventures

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Joint Venture Established Founding Partners Current Owners

BHP Mitsui Coal (coal) 1962 Thiess; Peabody;

Mitsui

Thiess; Dampier (BHP); Mitsui

(in 1977) BHP Billiton; Mitsui

Moura/Dawson (coal) 1963 Thiess; Peabody;

Mitsui Anglo American; Mitsui

Shark Bay (salt) 1965 Agnew Clough;

Mitsui (marketing partner) Mitsui

Mt Newman (iron ore) 1967 AMAX; BHP; CSR;

Mitsui ; Itochu BHP Billiton; Mitsui

Itochu

Robe River (iron ore) 1970 Cleveland Cliffs;

Mt Enid Iron; Mitsui Rio Tinto; Mitsui; Nippon

Steel; Sumitomo Metal

Mitsui’s Oceania Investments

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Meridian CBM Gas (49%)

National Plant Equipment (49.9%)

Bengalla Coal (10%)

SIMS Group (17%)

Portland Treefarm Project (33.33%) Kupe South Gas (4%)

Synlait Milk (8.4%)

Bunbury Fibre Plantations (100%)

Kwinana Power Station (21%)

Shark Bay Salt (100%)

Onslow Salt (100%) Mt. Newman Iron Ore (7%)

Yandi Iron Ore (7%)

Mt. Goldsworthy Iron Ore (7%)

Robe River Iron Ore (33%)

North West Shelf LNG (8.3%)

Enfield/Vincent Crude (40%)

Browse LNG (7.35%)

Plumgrove Grain (25%)

Komatsu Australia (40%)

Drayton Coal (3.83%)

Lake Lindsay Coal (30%)

German Creek Coal (30%)

Poitrel Coal (20%)

Moranbah Coal (4.75%) Kestrel Coal (20%)

Dawson Coal (49%)

South West Fibre (49%)

Casino/Henry Gas (25%)

Bald Hills Wind Farm (100%)

Hazelwood Power Station (28%)

South Walker Creek Coal (20%)

Green Triangle Treefarm (50%)

Mineral Resources

Infrastructure Projects

Vehicles & Machinery

Energy

Chemicals

Food Forest Resources

Jimblebar Iron Ore (7%)

Bunbury Treefarm Project (30%)

Victoria Treefarm Project (33.33%)

Bunbury Fibre Exports (100%)

Synergen (Port Lincoln) Power (28%)

Pelican Point Power (28%)

Synergen (Dry Creek) Power (28%)

Synergen (Mintaro) Power (28%)

Synergen (Snuggery) Power (28%)

Canunda Wind Farm (28%)

Loy Yang B Power Station (30%)

Simply Energy Power Retail (28%) Lanzatech (7%)

Penske Commercial Vehicles (17.2%)

MTU Detroit Diesel Australia (17.2%)

A leading exporter and importer

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Annual exports (equity basis): 8 billion A$

14 Total investment in the last 10 years: A$ billion

Tax and royalties paid in the last 10 years: 8 billion A$

1 Rio Tinto 2 BHP Billiton 3 Fortescue 4 Mitsui 5 Hancock 6 Itochu 7 Atlas

1 BHP Billiton 2 Woodside 3 Apache 4 Mitsui 5 Santos 6 ExxonMobil 7 Inpex

1 Woodside 2 BHP Billiton 3 BP 4 Chevron 5 Shell 6 Conoco 7 Mitsui

1 Gunns 2 ABP 3 Mitsui 4 Midway 5 South East Fibre 6 Wapres 7 Carter Holt

IRON ORE OIL GAS COAL WOODCHIP 1 Glencore 2 Cargill 3 CBH 4 Graincorp 5 Emerald 6 Mitsui 7 Olam

WHEAT 1 Rio Tinto 2 Mitsui 3 Marubeni 4 Cheetham 5 Sojitz 6 Tellus 7 WA Salt

SALT 1 BHP Billiton 2 RioTinto 3 Glencore 4 Mitsubishi 5 Peabody 6 Anglo 7 Mitsui

The power switch at Robe River

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Articles reproduced courtesy of the National Library of Australia and Fairfax Media Ltd.

Iron ore innovation

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West Angeles Deposit

Mining productivity

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Source: ABS 5260.0.55.002

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Labour productivity by industry

Source: ABS 5260.0.55.002

Capital productivity by industry

18 Source: ABS 5260.0.55.002

Komatsu Autonomous Haulage System (AHS) Technology

Komatsu “SmartConstruction”

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Extract site condition through processing groups of point

3-D completion model

3-D of site condition

Mitsui Educational Foundation

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New Colombo Plan

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