Seatrium Limited · SGX:5E2
Seatrium — Investor Day (March 2024)
8 slides from Seatrium's investor day presentation, Mar 15, 2024
Slide 1: Oil & Gas
OIL & GAS MARLIN KHIEW Executive Vice-President
Slide 2: Investor Day 2024: Towards Profitable and Resilient Growth
INVESTOR DAY 2024 Towards Profitable and Resilient Growth 15 March 2024
Slide 3: Strong demand for offshore O&G supported by market tailwinds
STRONG DEMAND FOR OFFSHORE O&G SUPPORTED BY MARKET TAILWINDS Prominent global energy trends in recent years point to resilient O&G demand over the next few decades Global Fossil Fuel Consumption1 Escalating geopolitical tensions 100% and increased protectionism 90% Index (peak value=100%) Rising glo
Slide 4: Our track record
OUR TRACK RECORD Over 50 years of experience with 90% repeat rate for our customers Market leader in FPSOs, Leading designer & builder FSOs, FPUs, FSRUs & FLNGs of offshore rigs 254 >400 Drillships / Jack-Ups / FPSOs / FSOs / FPUs Semis DELIVERED 22 135 FSRUs / FSUs / FLNGs Fixed Platforms World’s
Slide 5: Golden age of FPSOs
GOLDEN AGE OF FPSOs > S$150b CAPEX in FPSOs expected over the next 5 years to support offshore O&G production Forecast FPSO awards, 2024 - 2028 KEY SUCCESS FACTORS W. Seatrium’s global operating Europe 5 model and end-to-end EPCIC N. delivery capabilities America West Asia 4 Africa 4 12 On-ground pr
Slide 6: Maintain leadership in other offshore production assets
MAINTAIN LEADERSHIP IN OTHER OFFSHORE PRODUCTION ASSETS FPU KEY SUCCESS FACTORS FSO Platform Strong track record and product expertise built from successful past deliveries Advanced yard infrastructure and c. S$100b capabilities Expected investments in next 5 years FLNG FSRU 45 Note: Select examples
Slide 7: Leveraging an established track record to ride oil & gas upcycle
LEVERAGING AN ESTABLISHED TRACK RECORD TO RIDE OIL & GAS UPCYCLE 1 2 3 REINFORCE LEADERSHIP IN BUILD MOMENTUM IN LEVERAGE PROPRIETARY OIL PRODUCTION ASSETS GAS VALUE CHAIN WITH DESIGNS TO STRENGTHEN AS TURNKEY EPCIC OF FOCUS ON FLNG AND TRACK RECORD CHOICE FSRU CONVERSIONS 46
Slide 8: Disclaimer
DISCLAIMER The material in this Presentation has been prepared by Seatrium Limited and contains general background information about the Company’s activities as at the date of this Presentation. No representation, warranty, or undertaking, express or implied, is made as to, and no reliance should be