Caterpillar, Inc. · NYSE:CAT
Caterpillar — Citi's 2018 Global Industrials Conference
12 slides from Caterpillar's conference presentation, Feb 22, 2018
Slide 1: Energy & Transportation
Energy & Transportation TRANSPORTATION POWER GENERATION OIL & GAS INDUSTRIAL CAT MACHINES DIVERSE MARKETS, CUSTOMERS AND SOLUTIONS 1 E N E R GY & T R A N SPORTATION
Slide 2: Diverse & Global Portfolio
Diverse & Global Portfolio 2 E N E R GY & T R A N SPORTATION
Slide 3: A World Leader in Reciprocating Solutions
A World Leader in Reciprocating Solutions MaK C280/3600 M32-46 MWM C0.5-1.7 TCG 2032 C2.2 C2.8/3.6 MaK M20/M25 C4.4 C175 C7.1 3500 C9.3 MWM C13 TCG 2020 4000 Series MWM C27/C32 C15/C18 TCG 2016 3 E N E R GY & T R A N SPORTATION
Slide 4: System Solutions - Oil and Gas
System Solutions - Oil and Gas ENGINE PUMP TRANSMISSION Pumps and Transmissions FLOW IRON Unions, Valves, Joints, and Manifold Trailers GENERATOR Oil & Gas High Pressure Flow Iron SET Well Servicing Solution Oil & Gas High Pressure Flow Iron 4 E N E R GY & T R A N SPORTATION
Slide 5: A World Leader in Turbines and Compressors
A World Leader in Turbines and Compressors Titan 250 C16V C33E C40M Titan 130 C41 C50 C51 C61 Mars 90 & 100 Taurus 70 Taurus 60 Centaur 40 & 50 C85 Saturn 20 C40P C45 C65 C75 5 E N E R GY & T R A N SPORTATION
Slide 6: A World Leader in Rail Rolling Stock and Infrastructure
A World Leader in Rail Rolling Stock and Infrastructure Freight Locomotives Transit Locomotives Infrastructure Products & Services Rolling Stock Products Rolling Stock Services 6 E N E R GY & T R A N SPORTATION
Slide 7: 2017 Energy & Transportation Sales
2017 Energy & Transportation Sales Latin America Industrial Oil & Gas Material Handling Gas Compression Construction Well Servicing Agriculture Production Drilling Europe North Africa America Middle East Power Transportation Generation Rail Retail Marine Investor Asia/Pacific Industry Region 7 E N E
Slide 8: Our Business Aligns Well with Energy Demand Drivers
Our Business Aligns Well with Energy Demand Drivers Energy Consumption OECD Non-OECD +40% URBANIZATION MORE AFFLUENT MIDDLE CLASS INCREASING WORLD POPULATION 2017 2020 2030 2040 World Energy Consumption, EIA, International Energy Outlook 2017 8 E N E R GY & T R A N SPORTATION
Slide 9: Global Energy Demand Favors Our Business
Global Energy Demand Favors Our Business 20000 18000 5% Nuclear 16000 17% Renewables 14000 19% Energy Demand (Mtoe) 12000 25% Natural Gas 10000 ABSOLUTE 8000 Increase in Fossil Fuel 6000 83% 77% 31% Oil Energy 4000 Fossil Fossil Usage 2000 Fuels Fuels 22% Coal 0 2016 2020 2024 2028 2032 2036 2040 So
Slide 10: World Oil Consumption
World Oil Consumption 120 CAGR 1.5% 100 +45% Barrels/Day (Millions) 80 60 40 20 0 Source: BP Statistical Review of World Energy 2017 10 E N E R GY & T R A N SPORTATION
Slide 11: Drilled but Uncompleted Wells
Key Indicators Oil Price and Rig Count Rig Count and DUCs 120 1,800 1,800 8000 Drilled but Uncompleted Wells 1,600 1,600 7000 North American Rig Count North American Rig Count 100 1,400 1,400 WTI Oil Price ($US) 6000 80 1,200 1,200 5000 1,000 1,000 60 4000 800 800 3000 40 600 600 400 400 2000 20 200
Slide 12: Customers Build a Better World
JISTOMERS BUILD A BETTER WORLD. : Nate ng. el a Y CATERPILLAR”
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