Svenska Cellulosa Ab Sca Class A · OMXSTO:SCA_A
Svenska Cellulosa Ab Sca Class A — SCA — Merger or Acquisition (September 2021)
17 slides from Svenska Cellulosa Ab Sca Class A's merger presentation, Sep 20, 2021
Slide 1: SCA and St1 enter joint venture to produce and develop liquid biofuels
SCA and St1 enter joint venture to produce and develop liquid biofuels September 20
Slide 2: Today’s participants
Today’s participants Particitant Company Role Henrikki Talvitie St1 CEO Timo Huhtisaari St1 Sustainability Director Mikael Källgren SCA President Renewable Energy Toby Lawton SCA CFO 2
Slide 3: St1 vision and strategy
St1 vision and strategy
Slide 4: St1 solving global energy challenges
St1 solving global energy challenges St1 Vision is to be the leading producer and seller of CO2-aware energy In the spirit of our vision, we research, develop, produce and invest to be able to provide our customers with CO2-aware energy while creating positive societal impact Our operations are stre
Slide 5: Transitioning our value chain to CO2-aware energy
TRANSITIONING OUR VALUE CHAIN …to produce and sell to a more sustainable one… CO₂-AWARE ENERGY 5
Slide 6: Market for liquid biofuels
Market for liquid biofuels
Slide 7: Biofuels as a part of energy transition
Biofuels as a part of energy transition Global Primary Global Oil and Global biofuels production needs to triple from energy demand Biofuels 2019/2020 140 Mtoe to 430 Mtoe in this decade 2019 [Mtoe] [Mtoe] Biof according to 1,5 oC pathway 16 000 uels Note: 20-fold increase in advanced ethanol and bi
Slide 8: SCA value chain and strategy
SCA value chain and strategy
Slide 9: Europe’s largest private forest owner - a strong and integrated value chain
Europe’s largest private forest owner - a strong and integrated value chain Electricity Wind turbines Heat Bioenergy Logging residue & wood fuel Pellets Tall oil, Liquid biofuels black liquor & bark Pulp & paper mills Pulp Pulpwood Paper Wood-chips Bark & sawdust Sawmills Solid-wood products Sawlogs
Slide 10: Profitable growth strategy
Profitable growth strategy Invest in integrated value chain: Increased • Grow Wood, Pulp and Containerboard value from • Renewable energy future value creator each tree Increase forest holdings: • Increase growth and harvesting level Growing • Acquire forest land renewable forest asset 10
Slide 11: Joint venture to produce and develop liquid biofuels
Joint venture to produce and develop liquid biofuels
Slide 12: SCA and St1 creating two companies – from forest to fuel station
SCA and St1 creating two companies – from forest to fuel station Ownership structure maximizes value creation Leading Nordic supplier Access to market, Biorefinery 50% of St1 Gothenburg biorefinery of liquid biofuel biorefinery and customers Tall oil, Europe’s largest Access to feed stock and bi
Slide 13: Three potential feedstocks with different technology maturity
Three potential feedstocks with different technology maturity 1 Crude tall oil and other vegetable oils Mature technology In operation 2023 CTO HVO, biojet Destillery Biorefinery 2 Solid biomass Long term Under development in demo scale – long term option Solid biomass Advanced biofuels, Biorefinery
Slide 14: Gothenburg Biorefinery
Gothenburg Biorefinery St1 is constructing a biorefinery in connection with its oil refinery area in Gothenburg • Expected to be completed in early 2023 and production to start in the summer • In preparation, new hydrogen unit was commissioned in 2020 • The design of the biorefinery brings flexibili
Slide 15: Östrand Biorefinery
Östrand Biorefinery Development company • Next to Östrand pulp mill • Sustainable feed stocks and energy available • Environmental permit received to build a biorefinery at the Östrand pulp mill • 300,000 tonnes capacity
Slide 16: Summary
Summary Joint Venture creates a strong integrated value chain from forest to end-user in energy sector Growing market for advanced biofuels driven by regulation – Nordic market most attractive Gap between supply and demand filled by new sustainable domestic feedstock and production
Slide 17: Famers NMP TEEN
Famers NMP TEEN