Mitsui & Co.,Ltd · TSE:8031
Mitsui & Co.,Ltd — Investor Day (2021)
9 slides from Mitsui & Co.,Ltd's investor day presentation, 2021
Slide 1: Energy Business Strategy
Energy Business Strategy Energy Business Unit I, Energy Solutions Business Unit Toru Matsui Copyright © MITSUI & CO., LTD. ALL RIGHTS RESERVED.
Slide 2: Business Environment
Business Environment ◆ Fulfilling energy security and low/de-carbonization has become important social needs Economic Efficiency Acceleration of Increase of energy social needs to demand due to reduce carbon and economic and Create an decarbonize eco-friendly population growth society Energy Environ
Slide 3: Energy Transition × Mitsui's Strengths
Energy Transition × Mitsui’s Strengths ◆ People create business. Business refine people's skills Global presence Business Customer creation Energy Transition base capability by the people of Mitsui & Co., Ltd. Expertise in Partnerships various industries Relationship management Copyright © MITSUI &
Slide 4: Mitsui's Energy Transition
Mitsui’s Energy Transition ◆ Transition of existing portfolio and expansion of next-generation energy business Activities centered on Next generation Further challenge to utilize core business business clusters new business models and comprehensive strength Carbon Trading credits Knowledge LNG Bio-f
Slide 5: Power Business in U.S.
Power Business in U.S. ◆ Building a portfolio that combines the energy, power, trading, and mobility industries Power source changes Consumer changes Market structure changes Spread of renewable energy Increase of charging demands Increase in needs to adjust and distribution from the spread of EVs s
Slide 6: Hydrogen and Ammonia Value Chains
Hydrogen and Ammonia Value Chains ◆ Building a value chain that leverages the footprints in various industries Partnership with the host country customer base built up over Utilization of local networks Production of hydrogen many years to aggregate customer needs and ammonia Marketing Providing sol
Slide 7: Carbon Solution Business
Carbon Solution Business ◆ Provide optimal solutions by aggregating customer needs from various industries Carbon credits business Cambodia REDD+ Expansion Realization of business Carbon credit trading of carbon free to other countries society Sale of carbon-neutral LNG Expansion to other industries
Slide 8: The "Energy Transition" Journey
The “Energy Transition” Journey ◆ Creation of next-generation energy businesses utilizing the cash generated from core businesses Realization of Mitsui & Co.’s materiality Renewable energy Secure sustainable CCUS supply of essential carbon credits products Enhance quality of life Create an eco-frien
Slide 9: Forecast of Energy Segment's Profit
Forecast of Energy Segment’s Profit ◆ Become a segment that will make a quantifiable long-term and sustainable contribution (¥100mn) PAT COCF 1,232 1,300 600 272 FY Mar/2021 FY Mar/2023 FY Mar/2030 results forecast forecast Copyright © MITSUI & CO., LTD. ALL RIGHTS RESERVED. 9