Technip Energies NV · EURONEXT:TE
Technip Energies NV — Investor Day (November 2024)
15 slides from Technip Energies NV's investor day presentation, Nov 21, 2024
Slide 1: Carbon Capture
CAPITAL MARKETS DAY 2024 Carbon Capture LONDON 21st November 2024
Slide 2: Today's speakers
Today’s speakers CHRISTOPHE MALAURIE JULIE CRANGA Senior Vice President Vice President Market Decarbonization Solutions Decarbonization Solutions 2
Slide 3: Capture the opportunity
Capture the opportunity 01 02 03 04 05 06 3
Slide 4: What's the market outlook?
What's the market outlook? 01 02 03 04 05 06 4
Slide 5: CCUS will be 8% of global emissions reduction by 2050
CCUS will be 8% of global emissions reduction by 2050 INSTALLED CARBON CAPTURE CAPACITY BY 2050 DAC Total CO2 Power Direct Removal Captured Fuels Fossil, Waste-to- Hydrogen, Biofuels Energy & Biomass 1 Gtpa 6 Gtpa & other fuels Industry Heavy Industry, transformation 1.2 Gtpa Oil & Gas, Refining & C
Slide 6: Carbon capture project pipeline is expanding to meet demand
Carbon capture project pipeline is expanding to meet demand 56 610Mtpa 885Mtpa Mtpa Current Project Installed Capacity Pipeline Capacity by 2034 Current Installed Global Capacity 115 744 Operational Facilities Active projects worldwide (predominantly pre-combustion for EOR purposes) Source: Rystad E
Slide 7: North America and Europe are leading global CCUS market development
North America and Europe are leading global CCUS market development 885 Mtpa NORTH AMERICA EUROPE installed global capacity by 2034 226 407 Mtpa Mtpa ASIA & OCEANIA MIDDLE EAST & AFRICA 184 Mtpa SOUTH AMERICA 51 17 Mtpa Mtpa Pre-combustion (including LNG & gas processing, Post-combustion: Power Indu
Slide 8: Today's CCUS market is reliant on incentivisation but will transition to a self-sustaining ecosystem
Today’s CCUS market is reliant on incentivisation but will transition to a self-sustaining ecosystem MARKET CREATION MARKET TRANSITION SELF-SUSTAINING MARKET NOW 2030 - 2035 2035+ LCCO2 1 LCCO2 Cost reduction via technology improvements and standardization LCCO2 Competitive Carbon credits and transp
Slide 9: T.EN & Shell are moving towards an exclusive global alliance for post-combustion capture
T.EN & Shell are moving towards an exclusive global alliance supporting investable solutions for post-combustion capture ~40% Transportation and Storage Alliance Partners ‒ Standardization CAPEX 15% - 30% ‒ Productization ‒ Modularization CAPEX reduction1 ‒ Optimized supply chain ~60% Carbon Capture
Slide 10: Leading the market in post-combustion carbon capture
Leading the market in post-combustion carbon capture 01 02 03 04 05 06 10
Slide 11: T.EN is a unique market leader in post-combustion carbon capture
T.EN is a unique market leader in post-combustion carbon capture Concept to EPC Alliance Partners GLOBAL SEAMLESS LEADING PRODUCT LEADING REACH EXECUTION TECHNOLOGY APPROACH MARKET SHARE Execution 8 FEED under Leading post- Post-combustion Growing project centres across execution in combustion solut
Slide 12: Selected for Net Zero Teesside Power flagship project
Selected for Net Zero Teesside Power flagship project First-of-a-kind fully integrated gas power plant with carbon capture Major1 EPC contract with no construction lump sum risk (pending FID) >800 MW of dispatchable, low-carbon electricity to power 1.3 million homes 2 Mtpa carbon captured and stored
Slide 13: Capitalizing on the CCUS opportunity
Capitalizing on the CCUS opportunity 01 02 03 04 05 06 13
Slide 14: Capitalizing on the CCUS opportunity
Capitalizing on the CCUS opportunity 01 02 03 Opportunity is T.EN is the We are creating value growing rapidly frontrunner through collaboration Large growth and investment Executing projects at scale Understanding clients' challenges Foundations set, market Differentiated Canopy in motion by T.EN s
Slide 15: Thank you
Thank you LONDON 21st November 2024