Energy World Corporation Ltd · ASX:EWC
Energy World — Shareholder Meeting (November 2021)
25 slides from Energy World's shareholder meeting presentation, Nov 25, 2021
Slide 1: 2021 Annual General Meeting
For personal use only Energy World Corporation Ltd 2021 Annual General Meeting November 2021 (ASX: EWC)
Slide 2: Our Business
OUR BUSINESS The development, design, construction and operation of For personal use only power related infrastructure Energy World Corporation Ltd (ASX: EWC) is an established, integrated energy company with operations in SE Asia & Australia Our vision is to deliver clean and affordable energy to t
Slide 3: Financial Results
FINANCIAL RESULTS For personal use only Revenue by segment Oil & Gas Assets, PP&E, Assets Under 200,000 Gross Profit (US$ '000s) Construction and Exploration & Evaluation 180,000 110,000 Assets 1,800,000 160,000 1,600,000 140,000 105,000 1,400,000 120,000 1,200,000 100,000 100,000 1,000,000 80,000 8
Slide 4: Gas and LNG – Transition to a Green Energy Future
Gas and LNG – Transition to a Green Energy Future For personal use only Source: BP Outlook 2017 According to BP, gas will soon Renewables are growing rapidly, Demand for LNG from Asian overtake coal to become the but from a low base: gas is consumers is forecast to double over world’s 2nd most impor
Slide 5: Gas and LNG – Transition to a Green Energy Future
Gas and LNG – Transition to a Green Energy Future For personal use only Australia and a majority of global nations have pledged to achieve Net Zero Emissions of CO2 by 2050 Renewable Energy is the future, and LNG will help the Philippines and Indonesia move in this direction. Energy World has develo
Slide 6: Electricity Demand is Growing
Electricity Demand is Growing Kilowatt Hour Consumption Per Capita Per Annum. Source: World Bank Luzon, Philippines Power Demand Supply Outlook – For personal use only 2016- 2040 • Indonesian and Philippine energy demand is growing rapidly from a low base. • The Philippines Department of Energy fore
Slide 7: Our Projects
Our Projects For personal use only Projects Under Development: • Sengkang 2mtpa LNG (Indonesia) • Philippines 650MW Power and LNG Hub Terminal • Gilmore LNG Developed Projects: • Sengkang Gas & Power (Indonesia) • Alice Springs LNG and Gas Power • Cooper Basin Conventional Gas ENERGY WORLD CORPORATI
Slide 8: Our Value Proposition
Our Value Proposition For personal use only Present Book Value versus Potential Value on Completion 4500 US$4bn+ 4000 Philippines We have developed a Steam Turbine Mid-2023 clear strategy to deliver a 3500 Extension significant value uplift On Completion Value Uplift 3000 which unlocks as we Indones
Slide 9: Indonesian Projects
For personal use only Indonesian Projects: • Sengkang Gas Production Sharing Contract (PSC) • S e n g k a n g P o we r S t a t i o n • Sengkang LNG ENERGY WORLD CORPORATION LTD PG 9
Slide 10: Sengkang Gas Field
Sengkang Gas Field For personal use only The Sengkang Production Sharing Contract (PSC) Block was recently extended to 2042 and covers 2,925 km2 in South Sulawesi. Prospect/Lead Gas in Place (BCF) P10 P50 P90 Tacipi Prospect 1,778.72 1,567.46 1,376.77 Tacipi Lead 1,855.18 1,645.43 1,456.92 Gas from
Slide 11: Sengkang Power Plant
Sengkang Power Plant For personal use only Aerial view of Sengkang Power Plant Location Capacity Sengkang Block I: 135MW Block II: 180MW South Sulawesi, Total Output: 315MW Indonesia (total rated output of 357 MW) Performance Metric Completion Date Trailing 3 year Avg. Block I = 1996, Availability F
Slide 12: Sengkang LNG
Sengkang LNG For personal use only The Sengkang LNG Construction is 80% Remobilisation work has Gas for the LNG plant We also have a license Plant has a design complete, having commenced at site. will be purchased from to export LNG, subject capacity of 2 mtpa, been delayed since the Sengkang gas fi
Slide 13: Indonesia Growth Opportunities
Indonesia Growth Opportunities For personal use only With an underlying gas resource estimated by PT Lapi ITB of 7-9 TCF gas in place; there are many opportunities for expansion ENERGY WORLD CORPORATION LTD PG 13
Slide 14: Philippines Projects
For personal use only Philippines Projects: • P a g b i l a o L N G H u b Te r m i n a l • 6 5 0 M W P o we r P l a n t ENERGY WORLD CORPORATION LTD PG 14
Slide 15: Pagbilao 650MW CCGT Power Plant
Pagbilao 650MW CCGT Power Plant For personal use only Pagbilao Energy World has constructed the We are also developing a 650MW Project first LNG Hub Terminal in the CCGT power plant at this site. Philippines, which will act as a hub Construction of the first 400MW is for onward distribution of LNG 8
Slide 16: Pagbilao 650MW CCGT Power Plant
Pagbilao 650MW CCGT Power Plant For personal use only • 650 MW Combined Cycle Gas Turbine Power Plant 230 KV Line Power Block 2 construction is significantly completed • Project developed in stages: Power Block 1 • Block 1 - 200 MW gas turbine (85% complete) • Block 2 - 200 MW gas turbine (80% compl
Slide 17: Pagbilao Transmission Line Update
Pagbilao Transmission Line Update For personal use only NGCP TAYABAS SUB-STATION NEW PAGBILAO SUBSTATION BY NGCP NGCP NAGA SUB-STATION NGCP TAYABAS – NAGA TRANSMISSION LINE MAINLAND LUZON Main grid access is to be EWC has signed a secured once the connection agreement National Transmission and is pr
Slide 18: Pagbilao Transmission Line Update
Pagbilao Transmission Line Update For personal use only Ongoing survey works for the new 12km Transmission Line ENERGY WORLD CORPORATION LTD PG 18
Slide 19: Pagbilao Transmission Line Update
Pagbilao Transmission Line Update For personal use only Ongoing setting out and soil investigation work for the new 12km Transmission Line ENERGY WORLD CORPORATION LTD PG 19
Slide 20: Pagbilao Transmission Line Update
Pagbilao Transmission Line Update For personal use only Initial tower foundations completed for the new 12km Transmission Line ENERGY WORLD CORPORATION LTD PG 20
Slide 21: Pagbilao Transmission Line Update
Pagbilao Transmission Line Update For personal use only Ongoing progress at the NGCP New Pagbilao Sub Station ENERGY WORLD CORPORATION LTD PG 21
Slide 22: Pagbilao: The Philippines First LNG Hub Terminal
Pagbilao: The Philippines First LNG Hub Terminal For personal use only View of Jetty and EWC has laid the Hub Terminal foundations for a second 130,000 m3 storage tank Strategically important asset for Philippines’ nascent gas industry 130,000 m3 LNG Deep water jetty is Facility can handle a This wi
Slide 23: Australian Projects
For personal use only Australian Projects: • Eromanga Gas Fields • Gilmore LNG ENERGY WORLD CORPORATION LTD PG 23
Slide 24: Australia: Gasfields and LNG
Australia: Gasfields and LNG For personal use only Australian domestic gas EWC’s 100%-owned gas Importantly, they also In addition, we have prices have increased fields have proven have existing gas previously commenced significantly over the reserves and are processing facilities construction of a
Slide 25: Delivering Clean and Green Energy to Asia
Delivering Clean and Green For personal use only Energy to Asia Thank You