Yara International Asa · OSL:YAR

Yara International Asa — Pareto Securities' 31st annual Energy Conference (September 2024)

7 slides from Yara International Asa's conference presentation, Sep 11, 2024

  1. Slide 1: Yara International ASA – Hans Olav Raen, CEO Yara Clean Ammonia

    Yara International ASA Hans Olav Raen CEO Yara Clean Ammonia Pareto Securities' 31st annual Energy Conference Oslo, 11 September 2024

  2. Slide 2: Significant expected ammonia demand driven by a mix of conventional and new applications

    Significant expected ammonia demand driven by a mix of conventional and new applications Demand for ammonia is expected to grow significantly Key market drivers Million tonnes Shipping fuel 470 Adoption expected to increase rapidly from 2030E driven by anticipated regulations and customers’ environm

  3. Slide 3: Unrivalled ammonia system is Yara's core competitive edge

    Unrivalled ammonia system is Yara’s core competitive edge Yara’s global ammonia system  World’s largest ammonia system, highly scalable  Balance between asset-backed and third-party sourcing provides unique flexibility, market insight, and competitive supply  Unique ability to optimize offtake ba

  4. Slide 4: Equity investment in US ammonia can create significant shareholder value

    Equity investment in US ammonia can create significant shareholder value, given Yara’s unique position Illustrative ammonia cash cost USD/t -310 ~400  Competitive gas and well-advanced onshore CCS  Yara’s unique capability for value-creation: - Off-take security through own consumption 190 - Highe

  5. Slide 5: Ammonia system and EU set-up positions Yara for increased nitrate and NPK margins

    Ammonia system and EU set-up positions Yara for increased nitrate and NPK margins European nitrate upgrade position USD/t, Urea equivalents illustrative n- margin above ammonia cost3 ~500 Premium NPK and nitrate capacity are well aligned ~100 with lower carbon future as: ~400 With CBAM,  NPK and Ni

  6. Slide 6: YCA is the clear #1 in ammonia, built on a global integrated business model

    YCA is the clear #1 in ammonia, built on a global integrated business model backed by Yara YCA integrated model YCA Yara Highly flexible upstream portfolio #1 global midstream platform Multiple downstream outlets Offtake Sales Yara and JV ammonia ~4.1mT transported Yara consuming plants production C

  7. Slide 7: Building on our leading ammonia position to serve new market segments and profitably decarbonize

    Building on our leading ammonia position to serve new market segments and profitably decarbonize own production 7

Yara International — Pareto Securities' 31st annual Energy Conference (September 2024) on 6ix