Yara International Asa · OSL:YAR
Yara International Asa — SpareBank 1 Markets 2025 Energy Conference
7 slides from Yara International Asa's conference presentation, Feb 25, 2025
Slide 1: Yara International ASA
Yara International ASA Magnus Krogh Ankarstrand EVP Corporate Development SpareBank 1 Markets 2025 Energy Conference Oslo, 25 February 2025
Slide 2: Maximizing long-term shareholder value is the sole driver for Yara's capital allocation
Maximizing long-term shareholder value is the sole driver for Yara’s capital allocation Yara’s strategic focus Key prioritities Large-scale growth projects (irrespective of growth projects) (will need excellent strategic fit, strong shareholder value creation and sound funding) Improve earnings in c
Slide 3: Gas to nitrates is Yara's core: low-cost ammonia would strengthen returns in core business
Gas to nitrates is Yara’s core: low-cost ammonia would strengthen returns in core business Large-scale, low-cost production would improve Yara’s Yara’s geographically diversified ammonia production is core to integrated nitrogen margins1 ammonia cost curve position Location of Yara’s ammonia product
Slide 4: Our leading ammonia position presents significant opportunities
Our leading ammonia position presents significant opportunities Global #1 in traded ammonia with >20% market share1 Yara Clean Ammonia competitive advantages Yara Clean Ammonia global terminal and storage infrastructure Integration across the value chain Reliable, asset-backed supply and attractive
Slide 5: Yara will use its competitive edge within ammonia to select growth path solely based on shareholder returns
Yara will use its competitive edge within ammonia to select growth path solely based on shareholder returns Strong Yara shareholder return track record on Yara is the strongest partner for any ammonia Yara’s scale and flexibility creates unrivalled ammonia investments project, for existing demand an
Slide 6: Geopolitical situation strengthens business case for operational flexibility and resilience
Geopolitical situation strengthens business case for operational flexibility and resilience Key geopolitical risk drivers Europe: Energy crisis and Russia and Belarus: food, Ukraine war, EU gas, raw materials regulations Flexible production setup, US: Inflation Middle East: asset footprint and diver
Slide 7: Slide 7
Yara International — SpareBank 1 Markets 2025 Energy Conference on 6ix