Rhi Magnesita Nv · LSE:RHIM
Rhi Magnesita Nv — Conference Presentation (September 2018)
20 slides from Rhi Magnesita Nv's conference presentation, Sep 26, 2018
Slide 1: The future of refractories in Europe
The future of refractories in Europe. 26th September 2018 Can we stand the heat?
Slide 2: Why do refractories matter?
Why do refractories matter? 2
Slide 3: Essential for almost everything surrounding us
Essential for almost everything surrounding us! Concrete Copper Plastics Steel Glass Aluminum 1.500°C 1.350°C 1.200°C 1.760°C 1.650°C 1.250°C 3
Slide 4: Slide 4
Slide 5: Refractories
Refractories € 20 bn 3% COGS 14% world wide in Steel Global industry manufacturing market share Glass 7% Cement 3% RHI Magnesita 8% 14% 10% Non-ferrous 60% Energy, chemicals Steel 15% 5
Slide 6: RHI Magnesita – from raw materials to refractories
RHI Magnesita – from raw materials to refractories The global player in the refractory industry 13 35 180 € 2.7 bn 10,000 Raw material Main Countries sites production sites shipped to 2017 pro Customers worldwide forma revenue >120,000 Individual >14,000 70 products Employees Sales offices 6
Slide 7: Customized product range
Customized product range We keep thousands of customers in steel, cement, >120,000 glass and other industries Individual Highly individualized products products for each customer and each application 7
Slide 8: A value chain from mining to the final product – and beyond
A value chain from mining to the final product – and beyond Security of supply Implementing innovations along the From raw material to value chain recycling: RHI Magnesita stands With a strategic approach to recycling for the entire cycle 8
Slide 9: 1.6 million tonnes of raw materials per year
Unrivalled competitive advantage through vertical integration, in multiple sites 1.6 million tonnes of raw materials produced per year 70%+ vertical integration in basic raw materials and Raw material mines 50%+ for all raw Sea water raw material sites materials Certainty of supply High quality mate
Slide 10: Our raw materials
Our raw materials What do we mine? Raw materials Intermediary products Final products • Magnesite • Dead burned magnesia • Bricks • Sea Water • Fused magnesia • Monolithics & pre casts • Dolomite • Functional products • Dead burned dolomite • Calcined caustic magnesia 10
Slide 11: Various approaches to raw materials
Various approaches to raw materials How do we mine? Open pit Underground Sea water Brumado (Brazil) Uberaba (Brazil) Breitenau (Austria) Drogheda (Ireland) 11
Slide 12: 70% of global magnesia capacity
70% of Global magnesia capacity Resources [m tons] Production concentrated in capacity China, DPRK and Australia Others 8% Russia, though Brazil 6% 26% production 7% China China focused in CN 10% Slovakia 23% 21% Global Magnesia resources and North Korea Russia production capacity ROW Top 3 countrie
Slide 13: Do we still want Mining in Europe?
Do we still want Mining in Europe? ? 13
Slide 14: Do we still want Mining in Europe?
Do we still want Mining in Europe? Security of supply Digitization Regulatory framework Competitiveness Independence for Europe Long-term perspective 14
Slide 15: Digitization – Where we are heading to
Digitization – Where we are heading to E-2-E Big Collaboration Data Automated Tracking Mining Production Relining & and Best Control Control Maintenance Practice 15
Slide 16: Example Digitization: Digital Fingerprint
Example Digitization: Digital Fingerprint Idea: • Full traceability • Connection of products and production process Benefits: • Deep understanding of product quality • Improved production processes • Live-monitoring of product quality • Digital Twin • Long-term vision: Self learning value chain from
Slide 17: Regulatory Framework
Regulatory Framework Are we just a collateral damage? Example CO2 • Natural geogenic emissions are unavoidable by nature • Recycling cannot replace mining • Europe has to make a choice: Do we want a strong industry in Europe or somewhere else? Creation of raw -500 kg 1.000 kg material emissions CO a
Slide 18: Regulatory Framework
Regulatory Framework High regulatory burden – a barrier to resource efficiency Potential Uniform 1t = -1t regulations In general, each ton of recycled refractory products would save approx. 1 ton of CO2 for a single Three topics market. End of waste Harmonized interpretation of the end-of-waste crit
Slide 19: Can Europe stand the heat?
» RHI MAGNESITA Can Europe stand the heat?
Slide 20: Get in touch
Get in touch Body Level One Body Level Two Body Level Three Body Level Four Body Level Five Luis Bittencourt CTO RHI Magnesita Wienerbergstrasse 9 1100 Vienna Austria www.rhimagnesita.com Important notice: These materials do not constitute or form part, or all, of any offer of invitation to sell or
RHI Magnesita — Conference Presentation (September 2018) on 6ix