ConocoPhillips · NYSE:COP

ConocoPhillips — Investor Day (2009)

9 slides from ConocoPhillips's investor day presentation, Dec 22, 2009

  1. Slide 1: Greg Goff, Senior Vice President Commercial

    Greg Goff Senior Vice President Commercial

  2. Slide 2: Integrated Commercial Business

    Integrated Commercial Business Sell Equity Sell Equity Natural Gas Crude Oil Sell Refinery Production Market & Trade Commercial Capture Market Natural Gas Opportunities Supply Marketing Market & Trade Electricity Capture opportunity across the value chain

  3. Slide 3: Scope of Commercial Business

    Scope of Commercial Business London Calgary Houston Dubai Singapore 2.4 BBOE annual sales 2.3 BBOE annual purchases Trade 7x’s annual production Oil & Gas Production 1,000+ people Refining Assets Major Trade Routes Well positioned around global assets

  4. Slide 4: Key Commercial Messages

    Key Commercial Messages Oil & Gas Prices  Commercial opportunities 140 24 120 Avg. WTI Price, $/BBL 20 Avg. Henry Hub Price • Volatility 100 16 80 $/MMBtu • Changing global product flows 60 12 8 • Commodity price relationships 40 4 20 • Market participants 0 0 Jan-04 Jan-05 Jan-06 Jan-07 Jan-08 Jan

  5. Slide 5: Contributions to Upstream and Downstream

    Contributions to Upstream and Downstream Contributions Upgrade Upgrade Power Power Equity Equity Generation Generation Marine Marine Sales Sales Opportunity Trading System Optimization Natural Gas Marketing 2003 2004 2005 2006 2007 2008 2008 Consistently contribute 5-10% of Net Income

  6. Slide 6: Exploit Our North American Position

    Exploit Our North American Position East Coast Mid-Continent  Atlantic Basin trading  Crude optimization  Location advantage  Canadian crude supply  Crude optimization West Coast  Marketing integration  ANS supply  Logistical advantages  R&M integration  South America trading  Pacific arb

  7. Slide 7: Natural Gas and Power Trading

    Natural Gas and Power Trading North America Europe Gas Production Power Generation LNG Facility Immingham Power Plant  Gas  Leverage 3+ BCFD gas production • Produce 1 BCFD North Sea gas  Market and trade 14 BCFD gas • Market and trade 4 BCFD  Power  Strategic transportation and • Produce 720 M

  8. Slide 8: Carbon Capture Prospects

    Carbon Capture Prospects  Opportunities to capture CO2 as regulatory framework develops  Proprietary gasification technology supports integrated opportunities Sweeny CCS Options Multiple EOR/CCS options within 100 miles of Sweeny Kentucky New Gas Sweeny Refinery Immingham Power Plant  JV with Pea

  9. Slide 9: Deliver Strong Performance in 2009

    Deliver Strong Performance in 2009  Capture enhanced value on sales and purchases  Manage market risks, counterparty risk and working capital  Provide additional profit from opportunity trading  Position for opportunities in LNG, CO2 and renewables  Advance carbon capture opportunities

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