Electrolytic Manganese Dioxide from Australia and China Inv. Nos. 731-TA-1124 and 1125 (Review)

Exhibits for October 2 1 , 2014 Hearing before the Commission

On Behalf of Tronox LLC and Erachem Comilog, Inc., Domestic Producers

Cassidy Levy Kent

Domestic Producers' Exhibit 1

U.S. Imports of Manganese Dioxide from China 1 8 , 0 0 0 T

1 6 , 0 0 0

1 4 , 0 0 0 r

1 2 , 0 0 0

. S e j j . l S t 2 q 0 3 _ _ _ . ITC makes prelim, negative determination re China threat

o 1 0 , 0 0 0

o 8 , 0 0 0 to

6 , 0 0 0

4 , 0 0 0

2 , 0 0 0

0

Sep. 11, 2007 DOC initiates AD investigations re EMD from China and Australia

Oct. 7, 2008

DOC issues AD orders

on EMD from China

and Australia

Since orders, virtually no

imports from China

' 98 ' 99 ' 00 ' 0 1 '02 '03 ' 04 ' 05 ' 06 ' 07 ' 08 *09 ' 10 ' 1 1 '12 '13 ' 1 4

CLK Cassidy Levy Kent Source: USITC Dataweb, HTS 2820.10

Domestic Producers' Exhibit 2

U.S. Imports of Manganese Dioxide from Australia

c

a -

o to

35,000

30,000

25,000

20,000

15,000

10,000

5,000

0

Apr. 17, 1989 DOC issues AD orders on EMD from Greece and Japan

Sep. 11, 2007 DOC initiates AD investigations of EMD from China and Australia

Oct. 7, 2008

DOC issues AD orders

on EMD from China

and Australia

Since orders,

virtually no

^_ imports from

Australia

'88 '89 '90 '91 '92 '93 '94 '95 '96 '97 '98 '99 '00 '01 '02 '03 '04 '05 '06 '07 '08 '09 '10 '11 '12 '13 '14

Cassidy Levy Kent Source: USITC Dataweb, HTS 2820.10

Domestic Producers' Exhibit 3

Xiangtan Electrochemical (XEC) - world's largest EMD producer

Releasing waste into river provides a major environmental

cost "advantage' over U.S. manufacturers

CLK Cassidy Levy Kent

Photograph taken in 2012

Domestic Producers' Exhibit 4

Likely Recurrence of Australian EMD Shipments by 2017 AUSTRALIA IS THE IDEAL LOCATION FOR PRODUCING EMD

• Local supply of high grade manganese ore from Groote Eylandt • Cheap and reliable electricity supply from hydroelectric source

• Cheap and abundant coal and natural gas for roasting operations • Excellent transportation infrastructure

DELTA ASSETS FOR SALE

• Brownfield production site in New South Wales

• South African production equipment, including calciners, rectifiers, cathodes, anodes, bus bars,

etc.

COMPANIES AWAITING U.S. MARKET OPPORTUNITY TO JUSTIFY INVESTMENT

• Mesa Minerals actively developing business strategy

• Other multinational companies [i.e., Tosoh) likely to value opportunity

REASONABLY FORESEEABLE THAT AUSTRALIA WOULD SHIP BY 2017

• Australia has track record of going from greenfield to U.S. imports in 20 months

• Under this timeline, Australia would participate in H2-2016 contract negotiations for deliveries to be made in 2017

Cassidy Levy Kent