Mitsui & Co.,ltd · TSE:8031
Mitsui & Co.,ltd — Investor Day (2024)
13 slides from Mitsui & Co.,ltd's investor day presentation, Dec 10, 2024
Slide 1: Mitsui & Co.
a MITSUI&.CO. Pe eee tihos SWALLOW MARVEL SW
Slide 2: Global Energy Transition Initiatives
> Global Energy Transition Initiatives weraraca @ Building a portfolio resilient in various scenarios and responsive to sways in climate change and energy demand Strategic projects based on over of entire value chain Projects with downside resilience and future upside potential Projects contributing
Slide 3: Positioning of LNG in the Energy Transition
Positioning of LNG in the Energy Transition > @ Among primary energy sources, renewable energy and natural gas forecast to grow in foreseeable future @ Natural gas and LNG re-evaluated as important stable fuels to meet needs of rising power demand from AI Primary Energy Consumption Outlook Medium- t
Slide 4: Globally Diversified Natural Gas and LNG Portfolio
Globally Diversified Natural Gas and LNG Portfolio > @ Existing projects: Realization of upside potential and strengthened downside resilience through increased competitiveness and expansion @ Strengthening earnings base through steady launch of projects under development LNG business Equity share o
Slide 5: Developing the Gas Value Chain
Developing the Gas Value Chain A @ Contributing to stable supply of energy through competitive gas/LNG supply and power generation, based on upstream natural gas/LNG project interests, LNG purchase agreements Mitsui’s gas value chain from upstream to downstream Upstream natural Liquefaction Thermal
Slide 6: LNG Trading Portfolio
LNG Trading Portfolio <a @ Providing stable supply capability and demand/supply adjustment functions through diversified LNG supply sources, expansion of fleet, and optimization of operations LNG supply source Long-term charter vessels FY March 2025 Trading volume” 1 0 Mn tons/ 2 Mn tons/ 8 1 1 year
Slide 7: Ruwais LNG
Ruwais LNG > @ Expanding long-term stable earnings base by building up LNG business and LNG trading portfolio Strategic partnership with ADNOC and global energy majors e Trusting relationship with ADNOC cultivated over 50 years through ADNOC LNG investment and operation e Strong partnerships with bp
Slide 8: Low-carbon Measures in LNG Projects
Low-carbon Measures in LNG Projects @ We aim to ensure sustainable competitive advantage by taking measures to address GHG emissions Measures to address GHG emissions in each process Upstream gas development @CCS/CCUS © RNG" production power @ CCS/CCUS Procuring RE Power QatarEnergy LNG N (3) , ADNO
Slide 9: Clean Ammonia: Building a Value Chain
> MITSUI&.CO. Clean Ammonia: Building a Value Chain @ Steady progress on projects through collaboration with strategic partners such as ADNOC in Abu Dhabi and CF Industries in N. America @ Combining cross-industry track record and expertise between Energy and Chemicals, and Mobility business units P
Slide 10: CCS and CCUS Initiatives
CCS and CCUS Initiatives > @ Globally examining the development of CCSaaS business model Approx. 15 Mn tons/year by 2035* @ Acorn Ccs . . on _ @Hackberry CCS @ CCS value chain business development in Asia and Oceania @ Corpus Christi CCS Arthit Gas Field CCS @ . @ Malay Peninsula Southern Offshore C
Slide 11: CCSaaS Initiatives
CCSaasS Initiatives > MITSUI&.CO. @ Asa storage operator, working with industrial players to build CCS value chain in Japan and Malaysia Together with partners Geological knowledge, relationships with local government in Malaysia CCS project development experience in Europe ‘TotalEnersies > MiTsurEc
Slide 12: Outlook for Global Energy Transition
y Tmage supplied by REN: a Outlook for Global Energy Transition sores @ Growth in natural gas and LNG will be driving force for the foreseeable future @ Growth expected in shift to electrification, next-gen fuels, renewable energy and power trading, and carbon management Profit (Bn JPY) 270 AO! yA0)
Slide 13: 360° business innovation.
360° business innovation. MITSUIECO.