Royal Vopak Nv · EURONEXT:VPK

Royal Vopak Nv — Investor Day (2018)

17 slides from Royal Vopak Nv's investor day presentation, 2018

  1. Slide 1: Storing vital products with care

    Storing vital products with care Bahia Las Minas - Panama Americas - Dynamic markets with opportunities Boudewijn Siemons – Division President Vopak Americas

  2. Slide 2: Forward-looking statement

    Forward-looking statement This presentation contains ‘forward-looking statements’, based on currently available plans and forecasts. By their nature, forward-looking statements involve risks and uncertainties because they relate to events and depend on circumstances that may or may not occur in the

  3. Slide 3: Key messages

    Key messages  Dynamic markets in the Americas: the shale revolution in North America and deregulating fuel import markets in Latin America  Vopak Americas has a strong performance in the (industrial) chemical markets  Growth projects in the Americas are fully aligned with Vopak’s strategy  Vopak

  4. Slide 4: Vopak Americas at a glance

    Vopak Americas at a glance Continued strong performance in (industrial) chemical markets 18 Terminals (3.9 million cbm) Total Injury Rate (TIR) EBITDA* Number of injuries per 200,000 hours In EUR million worked (own personnel) 130 123 121 105 0.42 0.39 0.36 95 0.26 0.18 2013 2014 2015 2016 2017 2013

  5. Slide 5: Market dynamics in the Americas

    Market dynamics in the Americas Shale revolution in North America and deregulating markets in Latin America North America NGL Exports Gas and NGL Ethane Crackers production Shale Revolution Petrochemicals Latin America US largest producer Structurally deficit petrochemicals and fuel markets Crude Cr

  6. Slide 6: The shale revolution

    The shale revolution The rise in US oil and gas production strengthened its oil and gas industry Oil and gas production in the World Energy Outlook New Policies Scenario Oil and gas basins Prospective shale development Source: IEA – World Energy Outlook 2018 Vopak - 2018 Capital Markets Day 6

  7. Slide 7: Natural gas as a cheap feedstock

    Natural gas as a cheap feedstock Nine new world-scale ethylene crackers are currently under development Badlands NGL North Dakota PTT Global Chemical Belmont County, OH Appalachian Shale Parkersburg, WV Shell Monaca, PA Indorama Lake Charles, LA Sasol Lake Charles, LA Shin-Etsu Plaquemine, LA Axiall

  8. Slide 8: LPG surplus in North America

    LPG surplus in North America US Gulf Coast continues to be the most important area for LPG exports LPG imbalances LPG export from North America Million MT +6 50 +39.9 40 30 2015 20 2020 2025 -8.1 10 2030 2035 0 Canada United States In Million MT Vopak - 2018 Capital Markets Day 8

  9. Slide 9: Growth projects in the Americas

    Growth projects in the Americas Expansion and conversion projects in line with Vopak strategy  RIPET: First propane export facility in Western Deer Park Canada RIPET 138,000 cbm  Deer Park: Growth of the chemical footprint in 96,000 cbm Houston Veracruz  Veracruz: Tank conversion to capture the C

  10. Slide 10: Canada - RIPET

    Canada - RIPET First propane export facility in Western Canada  Propane export terminal designed to ship 1.2 million tonnes of propane per annum  Opens up market access for Western Canadian propane producers to Asia, a premium market for propane  Prince Rupert is North America’s deepest natural p

  11. Slide 11: Panama - Bunker hub

    Panama - Bunker hub Strategic location along major shipping routes  Operatorship of Chevron’s storage capacity (509k cbm) and new independent storage capacity (360k cbm) with jetty infrastructure  Strategically located at the crossroads of international trade and transportation routes  Serving in

  12. Slide 12: US - Deer Park

    US - Deer Park Growth of the chemical footprint in Houston  Expansion of our chemical position in a global hub location  Brownfield expansion project within the existing terminal boundaries  Capacity is fully rented out with long-term contract coverage  Continuous focus on data of the operations

  13. Slide 13: Brazil - Alemoa

    Brazil - Alemoa Growing ethanol exports and facilitating fuel imports  Brownfield expansion to serve the ethanol export market and the fuels import market  The Alemoa terminal is recognized for its consistency in services and logistics solutions  The investment is supported by multi-year customer

  14. Slide 14: Mexico - Veracruz

    Mexico - Veracruz Tank conversion to capture the opening fuels market  Mexico is a large fuel deficit market and is expected to continue to grow  The Veracruz area is the key location to development fuel distribution to the regional market  Vopak Mexico obtained the first regulatory authorization

  15. Slide 15: Growth opportunities

    Growth opportunities Vopak Americas is well positioned to capture further growth  Brownfield expansions at existing locations  Industrial terminal opportunities resulting from new petrochemical complexes in North America  Export opportunities in the US Gulf Coast arising from the abundance of oil

  16. Slide 16: Key messages

    Key messages  Dynamic markets in the Americas: the shale revolution in North America and deregulating fuel import markets in Latin America  Vopak Americas has a strong performance in the (industrial) chemical markets  Growth projects in the Americas are fully aligned with Vopak’s strategy  Vopak

  17. Slide 17: Storing vital products with care

    Storing vital products with care The world’s leading independent tank Americas - Dynamic markets with opportunities storage company building on an Questions & Slide Presented by: Boudewijn Siemons impressive history of more than 400 years Title Answers

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