Air Products And Chemicals, Inc. · NYSE:APD
Air Products And Chemicals — Investor Presentation (January 2020)
9 slides from Air Products And Chemicals's investor presentation, Jan 8, 2020
Slide 1: Project Win: Air Products' Largest-ever US Investment
Moving forward Create Shareholder Value Gulf Coast Ammonia Project Win: Air Products’ Largest-ever US Investment January 8, 2020
Slide 2: Forward-looking statements
Moving forward Forward-looking statements This presentation contains “forward-looking statements” within the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, including statements about earnings guidance, business outlook and investment opportunities. These forward-look
Slide 3: Ammonia production process: Gulf Coast Ammonia (GCA) Project
Moving forward Ammonia production process: Gulf Coast Ammonia (GCA) Project Natural Gas Hydrogen Ammonia Ammonia loop Power Nitrogen • ~1.3 million tons per year of ammonia • Located in Texas City, Texas • ~$1.1 billion of total investment 3 Only major product flows shown
Slide 4: Gulf Coast Ammonia (GCA) Project Texas City, Texas
Moving forward Gulf Coast Ammonia (GCA) Project Texas City, Texas SMR Natural Gas Hydrogen Ammonia Power Nitrogen • ~1.3 million TPY • Secure offtake Ammonia Loop agreements ASU Air Products GCA • Build, Own, Operate • Partners - Starwood • ~$0.5 billion invest - Mabanaft • ~$0.6 billion invest 4 On
Slide 5: World-scale ammonia production
Moving forward World-scale ammonia production • GCA ownership - Starwood Energy Group: Private investment firm specializing in energy infrastructure - Mabanaft GmbH: International trading company; concentrates on physical wholesale, supply, trading of petroleum products; subsidiary of Marquard & Bah
Slide 6: Air Products GCA project
Air Products GCA project Moving forward • Hydrogen - Connect Air Products’ existing / world’s-largest H2 pipeline system to Texas City: 30+ mile extension, significant capacity for future opportunities - Supply >100 million scfd from pipeline system to GCA - Build, Own and Operate (BOO) largest-ever
Slide 7: Air Products US Gulf Coast H2 system: Expanded pipeline and hydrogen capacity
Moving forward Air Products US Gulf Coast H2 system: Expanded pipeline and hydrogen capacity Texas Louisiana Baton Rouge Geismar Plaquemine Westlake New Orleans Mont Belvieu Garyville Luling Port Arthur Baytown La Porte Texas City New H2 SMR for GCA creates: • ~700-mile system • 2 H2/CO/SG plants •
Slide 8: Gulf Coast Ammonia (GCA) project: A perfect fit with APD's long-term strategy
Moving forward Gulf Coast Ammonia (GCA) project: A perfect fit with APD’s long-term strategy • Creates significant shareholder value - Air Products’ largest-ever US investment (~$500 million) - Geographic investment balance - Returns consistent with stated commitments • Strengthens and expands Air P
Slide 9: Thank you
Moving forward Thank you tell me more
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