Royal Vopak Nv · EURONEXT:VPK
Royal Vopak Nv — Investor Day (November 2011)
11 slides from Royal Vopak Nv's investor day presentation, Nov 11, 2011
Slide 1: Oil products storage and handling update
Oil products storage and handling update Capital Markets Day, 11 November 2011 Hari Dattatreya, Global Oil Director
Slide 2: Forward-looking statement
Forward-looking statement This presentation contains statements of a forward-looking nature, based on currently available plans and forecasts. Given the dynamics of the markets and the environments of the 31 countries in which Vopak provides logistics services, the company cannot guarantee the accur
Slide 3: Non-OECD economies drive energy consumption growth, Oil will remain the dominant energy provider until 2035
Non-OECD economies drive energy consumption growth, Oil will remain the dominant energy provider until 2035 World primary energy demand by region World primary energy demand by fuel in in IEA New Policies Scenario IEA New Policies Scenario In Mtoe In Mtoe OECD China Rest of world Source: IEA WEO 201
Slide 4: Key market drivers provide solid demand for storage capacity
Key market drivers provide solid demand for storage capacity • Traditional crude oil reserves like Brent are depleting Production • Alternative sources are sourced from further away • Discoveries in Brazil and US (tight oil) are influencing flows • Rise of the large export refineries, East of Suez R
Slide 5: Refineries use different crudes for feedstock making crude sourcing a global business
Refineries use different crudes for feedstock making crude sourcing a global business especially with traditional sources depleting (f.e. North Sea) Increased trade also from the Caspian to Europe, North America and Asia. North Sea Greater Europe FSU NA Middle East Africa Asia Latin America Key regi
Slide 6: Global gasoline production and consumption is unbalanced, Europe's huge surplus serves deficits elsewhere
Global gasoline production and consumption is unbalanced, Europe’s huge surplus serves deficits in the rest of the world 6 Capital Markets Day 11 November 2011
Slide 7: Europe's deficit for middle distillates is attracting cargoes from the rest of the world
Europe’s deficit for middle distillates is attracting cargoes from the rest of the world 7 Capital Markets Day 11 November 2011
Slide 8: Asia's deficit for Fuel Oil is the key driver for long haul cargoes
Asia’s deficit for Fuel Oil is the key driver for long haul cargoes from FSU and the America’s 8 Capital Markets Day 11 November 2011
Slide 9: Oil trade will increase around hub terminals with excellent connection to end-markets
Oil trade will increase around hub terminals with excellent connection to end-markets via distribution terminals Refining Strategic Center Location Trading Liquidity Storage and Blending Capacity Pricing Center Shipping Connections Intra & Inter Changing Product regional Imbalances Specifications 9
Slide 10: Vopak focuses on a global oil hub- and distribution terminal network at all key locations
Vopak focuses on a global oil hub- and distribution terminal network at all key locations The global oil terminal network of Vopak has been expanded to ~17 million cbm with new hub- and distribution projects in addition to expansion at present Vopak terminals Tallinn Amsterdam Rotterdam New York X B
Slide 11: Royal Vopak
Royal Vopak Westerlaan 10 Tel: +31 10 4002911 3016 CK Rotterdam Fax: +31 10 4139829 The Netherlands www.vopak.com