Royal Vopak Nv · EURONEXT:VPK
Royal Vopak Nv — Investor Day (November 2011)
14 slides from Royal Vopak Nv's investor day presentation, Nov 11, 2011
Slide 1: Chemical products storage and handling update
Chemical products storage and handling update Capital Markets Day, 11 November 2011 Ismail Mahmud, Global Director Chemicals
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: Contents
Contents Introduction Global Chemical Industry World of Vopak’s Chemical Business Industrial Terminal Model 3 Capital Markets Day 11 November 2011
Slide 4: The petrochemical industry uses a wide range of feedstocks to produce intermediate chemicals and polymers
The petrochemical industry uses a wide range of feedstocks to produce intermediate chemicals and polymers Methane Methanol Intermediates Packaging Ethane (Acetic acid, formaldehyde) Textiles Polymers LPG (PE, PP) Construction Gas Oil Olefins Intermediates Fuels (Ethylene, (Styrene, ACN, Propylene) E
Slide 5: Growth of 16% in global Ethylene capacity by 2016
Growth of 16% in global Ethylene capacity by 2016 Expected increase of 24 million tons versus 150 million tons today 50 25 22 18 +4 0 Others 5 Capital Markets Day 11 November 2011
Slide 6: Global Chemicals Summary Perspective
Global Chemicals Summary Perspective Developed World Developing World Matures Expands Lower Demand More Capacity Higher Imports Higher Imports (Finished Goods) (Raw materials – Resins) Renewed New Gulf (ME) Gulf (GOM) Advantage Remains Reemerges Higher Exports Diverse Capacity Wide Oil vs. Gas Gap H
Slide 7: Key global game changers that will affect the future of the chemical industry
Key global game changers that will affect the future of the chemical industry By 2020, 7 out of 10 largest chemical companies will be based in BICME countries BICME will dominate M&A activity Rationalisation Asian demand to Shale gas double by 2020 ME downstream integration MTO/CTO Projects Strong g
Slide 8: Growing demand for storage services by the chemicals industry
Growing demand for storage services by the chemicals industry • Increasing demand for storage • Construction of new petrochemical • Robust growth in developing markets complexes in Asia and Middle East World trade in major liquid markets Million Metric Tons 70.000 Methanol 60.000 MEG 50.000 Styrene
Slide 9: Strategic logistic functions of tank terminals
Strategic logistic functions of tank terminals Vital link for incoming and outgoing Storage of products that are Complete integration with the flows of chemicals exported or transferred to end users production process Example Example Example Rotterdam Botlek South Vopak Terminal Ningbo Sakra Termina
Slide 10: Type of customers and their characteristics
Type of customers and their characteristics Chemical Majors Regional/Local Players Traders • Globally structured • Global, but limited • Global, but selected • Regional/Global scope hub locations functions • Focus on regional • European, American, • DOW, BASF, markets Japanese Exxonmobil, Shell, • J
Slide 11: Vopak well positioned to serve evolving global product flows of chemicals
Vopak well positioned to serve evolving global product flows of chemicals Vopak offers storage capacity for chemicals at over 50 terminals, global market share of independent tank storage market ~21% Terminal(s) at hub location Terminal Industrial terminals 11 Capital Markets Day 11 November 2011
Slide 12: Vopak Caojing Terminal
Vopak Caojing Terminal 12 Capital Market Day 11 Novemb
Slide 13: Industrial terminal – Shanghai Caojing
Industrial terminal – Shanghai Caojing 13 Capital Markets Day 11 November 2011
Slide 14: Royal Vopak contact details
Royal Vopak Westerlaan 10 Tel: +31 10 4002911 3016 CK Rotterdam Fax: +31 10 4139829 The Netherlands www.vopak.com