Lockheed Martin Corporation · NYSE:LMT
Lockheed Martin — Investor Presentation (April 2024)
21 slides from Lockheed Martin's investor presentation, Apr 30, 2024
Slide 1: Internal Training Session
Internal Training Session April 30, 2024 9:00 am PT // pm 12:00 pm ET Internal
Slide 2: Disclaimers and Rules for the Workshop
Disclaimers and Rules for the Workshop CONFIDENTIALITY & ANTI-TRUST Content discussed is not to be shared or disclosed, other than sharing/disclosing to internal personnel as may be necessary in support of business planning for RENEWAY products/initiatives, without the written permission of RENEWAY
Slide 3: The RENEWAY Team
The RENEWAY Team The Schneider Electric Team The Lockheed Martin Team Dave Rimkus Alex Machetanz Associate Director, Program Manager Supply Chain North America Sarah Dye Ells Conway Director of Supply Global Product Chemistry Chain Operations Manager Ashley Rubinsky Emily Beck Elly Jack Senior Manag
Slide 4: Introduction: Setting the Stage, Introduction to RENEWAY
1 Introduction 2 Setting the Stage 3 Introduction to RENEWAY • Program Overview 4 • How the Program Works • 2023-2024 Timelines 5 • Next Steps Internal
Slide 5: Lockheed Martin's Climate Strategy
Lockheed Martin’s Climate Strategy Newly Released Climate Goals Our current climate goals address our operational carbon emissions Supply Chain emissions are an untapped opportunity to address our overall carbon footprint. 5 Public
Slide 6: Setting the Stage
Setting the Stage Internal
Slide 7: Impacts of Emissions: Warming Climate
Impacts of Emissions: Warming Climate Hot Extremes Sea-Level Rise Heavy Precipitation Glacial Retreat Ocean Acidification Worsening Wildfires Human Health Inequality Food Security Climate Migration Biodiversity Loss “Human influence has warmed the climate at a rate that is unprecedented in at least
Slide 8: Fortune 500 Climate Commitments
Fortune 500 Climate Commitments Source: Climate Impact Partners Fortune Global 500 Study – 2023. Internal
Slide 9: The suppliers' role in reducing emissions
The suppliers’ role in reducing emissions SCOPE 1 SCOPE 2 SCOPE 3 SOURCE SOURCE SOURCE All direct emissions Indirect emissions Indirect emissions from (e.g. onsite fuel from purchased sources including, but combustion, electricity, heat, not limited to, company-owned steam, or cooling. the supply ch
Slide 10: Welcome to RENEWAY
Welcome to RENEWAY Internal
Slide 11: What is RENEWAY?
What is RENEWAY? The RENEWAY program provides suppliers across the aerospace and defense industry with a runway to take climate action and reduce carbon emissions by accelerating the adoption of renewable electricity. Program Benefits: • Free access to live and on-demand education through a dedicate
Slide 12: How the Program Works
How the Program Works Supplier Supplier EAC & VPPA Stakeholder Success Registration Purchasing Cohorts Education • RENEWAY invites suppliers to • Suppliers attend Educational • Suppliers join VPPA or EAC • Adopt renewable electricity, register for the program Series – curated series to purchasing co
Slide 13: Supplier Registration
Suppliers will be contacted by Supplier Registration Schneider Electric for an onboarding call following verification & acceptance into the program. LOREM IPSUM Internal
Slide 14: RENEWAY Program Platform
RENEWAY Program Platform Platform for all program resources, announcements, and educational content LOREM IPSUM Internal
Slide 15: Core Renewable Electricity Education Series
Core Renewable Electricity Education Series 1 BASICS Renewable Electricity 101 2 BASICS Environmental Attribute Certificates 101 3 BASICS On-site 101 4 BASICS PPAs, Aggregation, & Stakeholders 5 DEEP DIVE Financial Considerations of and Offsite PPA 6 DEEP DIVE The Corporate Treasury Team and PPAs 7
Slide 16: Markets for Renewable Electricity Purchasing
Markets for Renewable Electricity Purchasing Attractive PPA markets PPA Worth Discussion/EAC EAC Market Internal
Slide 17: 2024 Indicative Timeline
2024 Indicative Timeline Jan Feb Mar Apr May Jun Jul Aug Sept 2024 2024 2024 2024 2024 2024 2024 2024 2024 Q3 Q4 Q1 Lockheed Martin Invites Suppliers Supplier Registration & Supplier Registration & Ed. Series Renewable Electricity Core Series: Spring 2024 Onboarding Onboarding Fall 2023 PPA Cohort E
Slide 18: How can you join RENEWAY?
How can you join RENEWAY? Register for RENEWAY • Register here: https://hub.zeigo.com/reneway Upcoming Education Series: • Launched March 27, 2024 • Must be registered for the RENEWAY program to join • The Education Series will cover renewable electricity procurement basics, including virtual power
Slide 19: Additional Resources
Additional Resources This deck will be made available post-webinar on the pep+ REnew portal. Reach out to Alex Machetanz with any questions (alex.machetanz@se.com) https://hub.zeigo.com/reneway is the go-to site for information. You can view the FAQ on this page Internal
Slide 20: Schneider Electric Program Team
Schneider Electric Program Team Dave Rimkus Alex Machetanz Emily Beck Elly Jack Associate Director, Program Manager Client Development SCRI Operations Lead Supply Chain North America Manager Confidential Property of Schneider Electric |Page 20 Internal
Slide 21: Life Is On | Schneider Electric
Lifels On | Schneider GeElectric