K+S Aktiengesellschaft — Investor Day (September 2018)
15 slides from K+S Aktiengesellschaft's investor day presentation, Sep 5, 2018
Slide 1: Workshop IV – Bethune
K+S‘ Capital Markets Day 2018 Workshop IV – Bethune Bethune, 5 September 2018 Sam Farris, President of K+S Potash Canada
Slide 2: Sam Farris
K+S‘ Capital Markets Day 2018 Sam Farris Sam Farris joined K+S Potash Canada in August 2011 as Production Manager, and was appointed Vice President and General Manager of Operations in July 2012. He assumed the role of Senior Vice President and General Manager, Bethune Site in July 2017, and became
Slide 3: From PotashOne to Legacy. From Legacy to Bethune
K+S‘ Capital Markets Day 2018 From PotashOne to Legacy. From Legacy to Bethune 2012 2013 2014 2015 2016 2017 K+S Group 2
Slide 4: Bethune Mine 2018 – partner of the region
K+S‘ Capital Markets Day 2018 Bethune Mine 2018 – partner of the region K+S Potash KSPC works to KSPC partners with both Ducks KSPC gives back to the Canada (KSPC) include and Unlimited Canada and Nature communities where we live and selected as one of Bethune mine receives consult with Conservancy
Slide 5: Our production process
K+S‘ Capital Markets Day 2018 Our production process white Comes from License to discharge into Buffalo Pound ground (for the whole Lake lifetime of the mine) K+S Group 4
Slide 6: Primary versus Secondary Mining
K+S‘ Capital Markets Day 2018 Primary versus Secondary Mining Primary Mining [Freshwater mining / Vacuum cooling crystallisation] Patience Lake Seam Belle Plaine Seam Esterhazy Seam Primary mining uses freshwater. Connection of two boreholes to a cavern with the corresponding creation of a surfa
Slide 7: Primary versus Secondary Mining
K+S‘ Capital Markets Day 2018 Primary versus Secondary Mining Secondary Mining [NaCl brine mining / crystallisation pond] Operates at 50% lower production costs than Primary Mining Secondary mining exclusively uses a NaCl-saturated brine in order to dissolve selectively KCl from the existing caver
Slide 8: Site costs (FOB) in comparison (2020)
K+S‘ Capital Markets Day 2018 Site costs (FOB) in comparison (2020) USD/t -30% Best-in-class * K+S Bethune K+S Zielitz K+S Bethune BU Potash (in 2023) (Purely MOP) w/o Bethune (incl. Specialties) * column width = Source: CRU Report 2016, K+S production capability in million tons The Bethune ramp-up
Slide 9: Bethune – Logistics
K+S‘ Capital Markets Day 2018 Bethune – Logistics “Export business” Different train sizes: K+S Potash Mine, Bethune btw. 14,000 - 18,500 metric t Train Cycle Time: New Potash Handling Facility at loading BT-VC-BT: Pacific Coast Terminals, Port Moody ~ 12 days Over 900 K+S railcars Long-term agreemen
Slide 10: Bethune – Sales Split beyond 2018
K+S‘ Capital Markets Day 2018 Bethune – Sales Split beyond 2018 ~ 20 % MOP (gran) pink to US corn belt and NOLA Mainly spot business China North America Typical Use: Blended Fertilizer India South East Asia ~ 40 % South America ~ 40 % Mainly MOP (standard) to China and Mainly MOP (gran) pi
Slide 11: Bethune – Deposits for more than a 100 years
K+S‘ Capital Markets Day 2018 Bethune – Deposits for more than a 100 years Southern area of the potash belt of Saskatchewan (Schematic Diagram) Two more potash exploration licences close to Esterhazy Reserves and Resources in mln. t KCl % KCl % K 2O Reserves (Proven and Probable Reserves) Legacy Pro
Slide 12: Bethune – There is even more to come
K+S‘ Capital Markets Day 2018 Bethune – There is even more to come Production capacity in milllion t KCl/a 4 1.14 Outlook for Phase 3 – 3 Expansion of secondary mining 0.86 Phase 2 – Development of secondary mining 2 1 Phase 1 – Primary mining 2.00 0 2011 '16 '17 '18 '20 '25 '30 '35 Potential expa
Slide 13: Safety Moment - Bethune Site Tour
K+S‘ Capital Markets Day 2018 Safety Moment - Bethune Site Tour Please remain with your KSPC tour guide at all times If you need to end your tour at any time, let a member of the IR Team know and we’ll escort you out Do not walk through overhead doors, follow your guide through the appropriate
Slide 14: Disclaimer
K+S‘ Capital Markets Day 2018 Disclaimer No reliance may be placed for any purpose whatsoever on the information or opinions contained in the Presentation or on its completeness, accuracy of fairness. No representation or warranty, express or implied, is made or given by or on behalf of the Company
Slide 15: Workshop IV – Bethune
K+S Aktiengesellschaft Workshop IV – Bethune Capital Markets Day, 5 September 2018 Sam Farris, President of K+S Potash Canada
K+S Aktiengesellschaft — Investor Day (September 2018) on 6ix