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North American Magnet Wire Market Update

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North American Magnet Wire Market Update

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  1. North American Magnet WireMarket Update 15 December 2005

  2. Global Magnet Wire Market Shifting Year 2000 4,648MM Lbs Year 2003 4,782MM Lbs Data: CRU SOURCE: CRU

  3. Almost 50% of World Demand Will be in Developing Asia by 2010 Year 2003 Year 2010 SOURCE: CRU

  4. Growth Driven by Developing Economies Year over Year % Change 2003 SOURCE: CRU

  5. Developing Asia Output Development 1995-2003 ‘000 tonnes SOURCE: CRU

  6. China’s Share of Global Production SOURCE: CRU

  7. World Gross Margin Trends 1995-2003 Average World Selling Price less Annual LME Cash Copper Price US$/tonne Industry Gross Margins Much Lower Since 2000 Data:CRU

  8. North American Magnet Wire Market (000K Lbs Conductor) 18% Decline SOURCE: CRU

  9. Global Magnet Wire Producers 16 Largest – 2000 vs. 2005 Estimate Acquisition of Nexan’s Europe * SOURCE: Rea

  10. N.America US$ Sales by Manufacturer 2003 US$1.3bn Data: CRU

  11. Consumption - Markets Served

  12. Consumption - Motor Applications

  13. Magnet Wire Market Share MM Lbs/Year Conductor SOURCE: Rea

  14. Manufacturing Plant Capacities Nexans Simcoe, Ont. 20mm lbs Elektrisola Boscawen, NH XXmm lbs 30mm lbs 100mm lbs XXmm lbs 35mm lbs Rea Ft. Wayne Lafayette, IN Osceola, AR Las Cruces, NM PD Ft. Wayne 90mm lbs Essex Ft. Wayne Johnson Cty, IN Vincennes, IN Kendallville, IN Franklin, TN 30mm lbs 40mm lbs 80mm lbs 12mm lbs 90mm lbs Elektrisola Chihuahua, MX XXmm lbs Essex Rea PD Monterrey 125mm lbs Phelps Dodge Sumitomo Edmonton, KY XXmm lbs Magnekon Elektrisola Sumitomo Magnekon Monterrey 90mm lbs Nexans Essex Torreón, MX 50mm lbs

  15. Manufacturing Plants Supplying EMC Paragould - CU from PD Monterrey; AL from PD Monterrey & Ft Wayne; AL from Rea Lafayette; AL from Essex Vincennes Russellville - CU from Rea Lafayette; AL from Essex Vincennes Mena - CU from PD Monterrey & Ft. Wayne; moving to Essex Ft. Wayne and Franklin Reynosa HMD - CU from Essex Torreón; AL from Essex Vincennes Essex MMM - CU from Essex Torreón; AL from PD Monterrey and Essex Vincennes Rea Phelps Dodge Reynosa EAM - CU from Essex Torreón; AL from Essex Vincennes Magnekon Elektrisola Sumitomo CMD - CU from PD Monterrey, Magnekon and Essex Torreón; AL from PD Monterrey and Essex Vincennes USEM Motores - CU from PD Monterrey and Ft. Wayne Nexans

  16. Manufacturing Plants Supplying EMR ISE - CU from Essex Franklin, AL from Essex Vincennes LSNA Kato - CU from Rea Ft. Wayne and Lafayette W-R Batesville, AR CU from Essex Franklin and Elektrisola N.H. EGS Celina, TN - CU & AL from Essex Ft. Wayne and Rea Osceola W-R Juarez- CU from Essex Torreón and Elektrisola Mexico Liebert Mexicali - CU from PD & Essex Ft. Wayne EGS Rainsville, AL- CU & AL from Essex Ft. Wayne Essex Rea LSNA Lexington - CU from Rea Ft. Wayne and Lafayette Phelps Dodge Magnekon Elektrisola Sumitomo LSNA Reynosa - TBD Nexans ETC Reynosa - TBD

  17. Emerson Magnet Wire Consumption

  18. Division / Supplier Alignment

  19. Magnet Wire Spend by DivisionEmerson Excluding EMC - $58MM

  20. Magnet Wire Spend by DivisionEMC - $147MM