Shell PLC · LSE:SHEL
Shell — Royal Dutch Shell — Investor Presentation (September 2015)
11 slides from Shell's investor presentation, Sep 15, 2015
Slide 1: 2015 SRI Field Trip to Canada
2015 SRI FIELD TRIP TO CANADA ROYAL DUTCH SHELL September 15, 2015 Copyright of Royal Dutch Shell plc 15 September, 2015 1
Slide 2: Definitions and Cautionary Note
DEFINITIONS AND CAUTIONARY NOTE The New Lens Scenarios referred to in this presentation are part of an ongoing process used in Shell for 40 years to challenge executives’ perspectives on the future business environment. We base them on plausible assumptions and quantification, and they are designed
Slide 3: Shell Overview
SHELL OVERVIEW JJ TRAYNOR EVP INVESTOR RELATIONS Copyright of Royal Dutch Shell plc 15 September, 2015 3
Slide 4: Environmental, Social and Corporate Governance
ENVIRONMENTAL, SOCIAL AND CORPORATE GOVERNANCE SRI Programme Shell’s approach to sustainability SRI annual roundtable Technical learning events Ongoing engagement Helping to shape a more sustainable energy future Corporate Governance Remuneration committee roadshows Chairman roadshows
Slide 5: Transparency
TRANSPARENCY Sustainability reporting 1997 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 Revenue transparency Nigeria spills website Oil sands performance report Nigeria briefing notes CDP Climate change1 Sustainability report www.shell.ca/oilsands 1 Previously called Carbon Disclosure
Slide 6: Strategy and Investment Priorities
STRATEGY AND INVESTMENT PRIORITIES Grow cash flow + deliver competitive returns Competitive financial Capital efficiency Project delivery performance Capital allocation by global themes ENGINES GROWTH PRIORITIES LONGER TERM: Upstream & Downstream Integrated gas & Deep water Resources plays & Future
Slide 7: The World in 2050
THE WORLD IN 2050 Rising energy demand, supply pressure, climate change Population Vehicles Rising standards 9 billion people, 2 billion vehicles Many millions of people will rise 75% living in cities (currently 800 million) out of energy poverty; with higher (2 billion more than today) living stand
Slide 8: Energy Transitions
ENERGY TRANSITIONS 2050 outlook Long-term energy supply mix Million boe per day Population increases from 7 to 9 billion Enabled by cheap and reliable energy 400 +50% Realities 300 Requirement to mitigate climate change +50% Oil supply -70% by 2030 without new investment 200 Key role of ga
Slide 9: Low Carbon R+D and Investment Strategies
LOW CARBON R+D AND INVESTMENT STRATEGIES Total R+D spend Significant R+D spend $mln >$1bn year since 2007 Averaging ~15% low-carbon R+D Shell Peer group Full size hydraulic test rig, The Netherlands Copyright of Royal Dutch Shell plc 15 September, 2015 9
Slide 10: Low Carbon R+D and Investment Strategies
LOW CARBON R+D AND INVESTMENT STRATEGIES SHELL HAS DEVELOPED A SUBSTANTIAL OPPORTUNITY FUNNEL A Commercial operation1 B Technology demonstration/research Gas R&D Exploration C Used in Shell operations FEED FID CCS LNG 7.7mtpa On stream LNG 6.5mtpa LNG 6.3mtpa LNG 24mtpa LNG for GTL transport Peterhe
Slide 11: 2015 SRI Field Trip to Canada
2015 SRI FIELD TRIP TO CANADA ROYAL DUTCH SHELL September 15, 2015 Copyright of Royal Dutch Shell plc 15 September, 2015 11
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