Norsk Hydro Asa · OSL:NHY
Norsk Hydro Asa — Pareto Securities' Energy Conference 2023
10 slides from Norsk Hydro Asa's conference presentation, Sep 20, 2023
Slide 1: Nothing is possible
Nothing is possible Arvid Moss, EVP Energy, Norsk Hydro Pareto Securities’ Energy Conference, 20 September 2023
Slide 2: Geopolitics driving energy transition, green value chains and friendshoring of critical resource
Geopolitics driving energy transition, green value chains and friendshoring of critical resource IEA: “This year, for every dollar invested in fossil fuels, USD 1.70 is going to clean energy” billion USD (2022) 1750 Fossil fuels Clean energy 1500 1250 1000 750 500 250 0 2018 2023 Illustration: pictu
Slide 3: Hydro's contribution: Renewable energy and sustainable materials needed for the energy transition
Hydro’s contribution: Renewable energy and sustainable materials needed for the energy transition Energy: Renewable power, green hydrogen and batteries, addressing 100% of industrial emissions Renewable power Green hydrogen Batteries Aluminium: Zero-carbon aluminium for the green transition HalZero
Slide 4: Zero is possible. Hydro's internal contributors for zero-carbon aluminium
Zero is possible. Hydro’s internal contributors for zero- carbon aluminium Renewable power in CCS/HAL Zero Green hydrogen/ Bio/batteries, new areas: 60-70% 25-30% Electrification: 15-20 % tech extrusion: 10-20% *Sum above 100% as electricity also needed for other elements. Approx figures 4
Slide 5: The Energy ecosystem is set up to enable zero-carbon aluminium through dual role
The Energy ecosystem is set up to enable zero-carbon aluminium through dual role Energy Operations Energy Markets Batteries Projects & Development Strong industrial partners Operational scale, Project development and commercial competence Deliver on project pipeline in renewable energies and technol
Slide 6: Hydro Rein is in execution mode – adding 1.5 TWh to captive power
Hydro Rein is in execution mode – adding 1.5 TWh to captive power. PPA’s to Hydro operations 1.7 GW gross, approx. 1.5 BUSD gross Stor-Skälsjön Mendubim Ventos de São Zacarias Boa Sorte • 42 turbines • ~1 million modules • 80 turbines • 775,220 modules • 260 MW installed, 802 GWh • 530 MW installed,
Slide 7: Hydro Havrand: World's first aluminium made with green hydrogen
Hydrogen breakthrough Hydro Havrand: World’s first aluminium made with green hydrogen 1 ‘World first’ test in Navarra, Spain 2 ‘World first’ pilot in Høyanger, Norway • First batch of aluminium with green hydrogen • Full scale 3 year pilot – and beyond • Proved hydrogen can be used safely • Final st
Slide 8: Empowering the future of green mobility with sustainable battery materials
Empowering the future of green mobility with sustainable battery materials 30% owner share 5M EUR invested 3 bn Capital allocated 2020-2025 50% owner share 12% owner share 3x Targeted value 24.1% owner share uplift on equity invested 0.6% owner share 8
Slide 9: Value creation across Hydro's energy space going forward
Value creation across Hydro’s energy space going forward Expanded footprint in the Nordics in terms of 1 power and market operations, projects and sourcing Sourcing and management of power and fuels for 2 Hydro operating assets across geographies Hydro Rein successfully established as separate 3 com
Slide 10: Hydro
Hydro Industries that matter
Norsk Hydro — Pareto Securities' Energy Conference 2023 on 6ix