Mitsui & Co.,ltd · TSE:8031
Mitsui & Co.,ltd — Investor Day (2022)
12 slides from Mitsui & Co.,ltd's investor day presentation, 2022
Slide 1: Natural Gas and LNG Business Strategy
Natural Gas and LNG Business Strategy Representative Director, Executive Managing Officer Toru Matsui
Slide 2: Pursuit of Responsible Energy Transition
Natural Gas and LNG Business Initiatives Pursuit of Responsible Energy Transition Business Development Trading Security Energy Trilemma Stable Low / Supply Decarbonization Sustainability Affordability [ LNGPCC2022 ] For more information, Video Message please see this video. https://youtu.be/mEPTcbzK
Slide 3: Natural Gas and LNG Portfolio
Natural Gas and LNG Portfolio Diversified Asset Portfolio Arctic 2 LNG (in operation) Sakhalin II Marcellus 7projects LNG (under development and expansion) Qatargas 3 ADNOC LNG Oman LNG Cameron Cameron T4 3projects Vietnam Block B Tangguh Natural Gas upstream Mozambique Area1 Browse Tangguh T3 5proj
Slide 4: LNG Trading Portfolio
LNG Trading Portfolio Global LNG Trading Functions Arctic 2 LNG Trading Sakhalin II Marcellus Volume (Mil MT) 10 Cameron ADNOC LNG Qatargas 3 Oman LNG 8 Cameron T4 Vietnam Block B Tangguh 6 Mozambique Tangguh T3 Area1 4 Browse Northwest Shelf Meridian Kipper 2 Waitsia Casino Actual Flow 0 Expected F
Slide 5: Value Creation in Natural Gas Value Chain (Australia)
Value Creation in Natural Gas Value Chain (Australia) Ammonia CCS/ Hydrogen CCUS E&P Emissions Credits North West Shelf Ammonia LNG Hydrogen CCS/ CCUS LNG E&P Emissions Credits Concept of production and LNG LNG export of blue ammonia utilizing Waitsia gas and CCS North West Shelf LNG (1985) Waitsia
Slide 6: Value Creation in Natural Gas Value Chain (US)
Value Creation in Natural Gas Value Chain (US) Methanol production and sales ⚫ Integrated energy and chemicals initiatives ⚫ Low-carbon 2013 methanol production LNG export 2010 2011 ⚫ Stable supply to Europe US domestic gas and Asia Shale gas development ⚫ Deepening of gas value and production tradi
Slide 7: Energy Transition with Natural Gas and LNG at the Core
Energy Transition with Natural Gas and LNG at the Core Pursuit of responsible energy transition Forming cross-industry business clusters Peripheral business Extend Peripheral Core business Forming business clusters business with peripheral businesses Natural Gas Create Grow Peripheral business LNG I
Slide 8: Appendix
Appendix MITSUL&CO
Slide 9: Appendix 1: LNG related data
Appendix 1: LNG related data Global Primary Energy Consumption Equity Share of LNG Production Capacity (MMtoe) (Mil MT) 15 5,000 Oil Natural gas Coal Hydro Nuclear Renewables 4,000 10 3,000 2,000 5 1,000 0 0 1990 1995 2000 2005 2010 2015 2020 1960 1970 1980 1990 2000 2010 2020 2030 Source: S&P Globa
Slide 10: Appendix 2: Mitsui's LNG vessels
Appendix 2: Mitsui’s LNG vessels Vessel name Type Capacity Marvel Falcon Marvel Falcon Membrane 174,000m3 Marvel Eagle Moss 156,000m3 Marvel Hawk Membrane 174,000m3 Marvel Eagle Existing Marvel Kite Membrane 174,000m3 long-term charter Marvel Crane Moss 177,000m3 Marvel Heron Moss 177,000m3 Marvel C
Slide 11: Appendix 3: Ammonia business
Appendix 3: Ammonia business Clean Ammonia Projects Domestic Trading Volume ⚫ Long-term partnership with ⚫ Joint initiative with CF Industries, ADNOC the world’s largest ammonia producer 2022 ⚫ FID expected soon, ⚫ FID expected in 2023, (kMT) Import share production to start in 2025 production to st
Slide 12: 360° business innovation.
360° business innovation. MiTsUI&co.