Kbr, Inc. · NYSE:KBR
Kbr — Goldman Sachs Fireside Chat on a hydrogen future and addressable market (January 2021)
18 slides from Kbr's conference presentation, Jan 19, 2021
Slide 1: Energy Transition: A Clean Energy Future
Energy Transition: A Clean Energy Future 19 January 2021 The future, designed and delivered. Doug Kelly – President Technology Solutions Ben Sawford – Vice President Global Advisory Mark Sopp – Executive Vice President and Chief Financial Officer Alison Vasquez – Vice President Investor Relations ©2
Slide 2: Forward-Looking Statements
Forward-Looking Statements This presentation contains forward-looking statements regarding our plans, objectives, goals, strategies, future events, future financial performance and backlog information and other information that is not historical. When used in this presentation, the words “estimates,
Slide 3: KBR's Strategic Model | Sustainable Technology is a Key Growth Vector
KBR’s Strategic Model | Sustainable Technology is a Key Growth Vector ATTRACTIVE, RESILIENT BUSINESS MODEL INVESTMENT THESIS ▪ Future-focused, upmarket ▪ Attractive growth and THE PEOPLE OF KBR profitability outlook ▪ Innovative, digitally enabled, ▪ Healthy margins; low risk ADVANCE OUR STRATEGY di
Slide 4: Energy Transition Market Drivers Toward a Net-Zero Carbon Future
Energy Transition Market Drivers Toward a Net-Zero Carbon Future 10% CAGR $130 billion >$2.5 trillion TAM today TAM by 2050 Source: KBR Analysis and The Hydrogen Council ▪ Strong momentum and investment toward net-zero carbon future, even with COVID market disruptions ▪ Google commits to be carbon f
Slide 5: A Net-Zero Carbon Future is Built on a Foundation of KBR Innovation
A Net-Zero Carbon Future is Built on a Foundation of KBR Innovation BLUE / GREEN CARBON CAPTURE HYDROGEN DECARBONIZATION CIRCULAR RENEWABLE AMMONIA STORAGE AND EXPERTISE OF EXISTING ECONOMY BIOFUELS UTILIZATION ASSETS K-GreeNTM, a fully Innovative carbon Extensive hydrogen Proprietary software Exclu
Slide 6: KBR | The World Leader in Ammonia Technology
KBR | The World Leader in Ammonia Technology Today, more than K-GreeNTM, a proprietary KBR end-to-end green ammonia solution 50% of the world’s ammonia is produced with KBR’s technology. World’s Largest Ammonia Plant with Single Converter Over 3,000 tpd achieved; EuroChem Transport fuel World’s Most
Slide 7: Energy Transition in Action at KBR
Energy Transition in Action at KBR Winners, losers and new entrants TODAY, KBR IS ADVISING GOVERNMENTS AND CLIENTS GLOBALLY ▪ Multiple “stranded” carbon-heavy entities on the wrong side of COVID- driven chasm; businesses racing to seize a green leadership position ▪ Post-COVID stimulus consciously f
Slide 8: Master Planning – Advisory Consulting (Singapore PMO)
CASE STUDY SINGAPORE PMO MASTER PLANNING – ADVISORY CONSULTING KBR Case Studies | 8 Singapore aims to reduce its emissions intensity below 2005 levels. • The PMO requested KBR to assess the feasibility of developing a hydrogen economy, where H2 could be produced either in country or imported for dow
Slide 9: Sustainable Technology | A KBR Strategic Growth Vector
Sustainable Technology | A KBR Strategic Growth Vector ▪ KBR is leading the way! ▪ Today, we are working with governments and clients on global master planning, at the leading edge of investment. ▪ We have a great installed base of government and commercial clients driving toward a net-zero future.
Slide 10: Appendices: Case Studies
Case Studies Appendices DOING THE RIGHT THING FOR THE PLANET, OUR PEOPLE AND OUR COMMUNITIES WHILE PURSUING BUSINESS GROWTH
Slide 11: Defence Decarbonization
CASE STUDY UK DEFENCE SUPPORT DEFENCE DECARBONIZATION KBR Case Studies | 11 • Departments of central government have been required to report greenhouse gas emissions and be in compliance with Net Zero 2050. • The MOD contributes upwards of 50% of all GHG emissions of all government departments. • KB
Slide 12: Hydrogen Solutions and Derivatives Pathway
CASE STUDY JX NIPPON – SCALED HYDROGEN PRODUCTION HUB KBR Case Studies | 12 • Technology Licensor Assessment of offshore gas KBR was awarded a Concept and Feasibility • Technology Licensor Assessment of onshore KBR AWARDED CARBON CAPTURE AND STORAGE PATHWAY HYDROGEN SOLUTIONS AND DERIVATIVES PATHWAY
Slide 13: Yara Pilbara – Technology Evaluation (Ammonia)
CASE STUDY YARA PILBARA – TECHNOLOGY EVALUATION (AMMONIA) KBR Case Studies | 13 • Operating a KBR licensed plant • Uses natural gas feedstock to produce the hydrogen needed to synthesize ammonia • Supplies ammonia to domestic and international markets for fertilizer, industrial feedstock and fuels •
Slide 14: CSIRO – Hydrogen Trading Hub
CASE STUDY AUSTRALIA CSIRO – HYDROGEN TRADING HUB KBR Case Studies | 14 • Organized a stakeholder consultation workshop at the Australian High Commission in Singapore • Inviting stakeholders from across the potential hydrogen supply chain • To help determine the configuration and interest in a tradi
Slide 15: Blue Hydrogen Supply Chain (Equinor)
CASE STUDY EQUINOR BLUE HYDROGEN SUPPLY CHAIN KBR Case Studies | 15 • KBR performed a feasibility study for cost & production optimized onshore hydrogen production facilities in Norway and Germany IN 2017/18, KBR CONSULTING INVESTIGATED THE POSSIBILITY OF MONETIZING EQUINOR’S EXISTING • The units wi
Slide 16: National Environment Agency Singapore
CASE STUDY SINGAPORE NATIONAL ENVIRONMENT AGENCY KBR Case Studies | 16 • Perform energy audits to ten facilities (refinery, petrochemical and chemical) • Develop feasible energy improvement roadmaps for each one KBR WAS AWARDED THE NEA ENERGY AUDIT AND • Assess energy performance and identify energy
Slide 17: Jersey Oil & Gas Offshore Electrification Hub
CASE STUDY OFFSHORE ELECTRIFICATION HUB JERSEY OIL & GAS KBR Case Studies | 17 • Ahead of COP26, UK became first major economy to pass laws to bring all greenhouse has emissions to net zero by 2050, providing a significant opportunity for UK industry to drive performance improvement • OGA will play
Slide 18: Ports of Auckland Decarbonization Concept Design
CASE STUDY PORTS OF AUCKLAND DECARBONIZATION CONCEPT DESIGN AND BUSINESS KBR Case Studies | 18 • KBR Consulting designed different options for transport configuration and overall pathway concept • Investigated feasibility for long term hydrogen deployment • Evaluated the pathway building blocks incl
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