Yara International Asa · OSL:YAR
Yara International Asa — Pareto Investor Conference 2024
10 slides from Yara International Asa's conference presentation, Apr 18, 2024
Slide 1: Yara International ASA
Yara International ASA Magnus Krogh Ankarstrand EVP Corporate Development Pareto Investor Conference, 18 April 2024
Slide 2: Global mission, global presence
Global mission, global presence 2
Slide 3: Yara strategy focused on profitable decarbonization, strengthening ammonia and crop nutrition core
Yara strategy focused on profitable decarbonization, strengthening ammonia and crop nutrition core Key global trends Strategic response Key projects and priorities Decarbonize and diversify Climate emergency and energy position through profitable Sluiskil CCS: FID confirmed, estimated decarbonizat
Slide 4: Ammonia needs to be decarbonized to reach Yara's ambition of carbon neutrality by 2050
Ammonia needs to be decarbonized to reach Yara’s ambition of carbon neutrality by 2050 Significant emission reductions already achieved – Our ambition is to be carbon neutral by 2050 next step decarbonization of ammonia • Decarbonization journey has already started with significant emission reductio
Slide 5: Low carbon ammonia for a clean energy future
Low carbon ammonia for a clean energy future Low carbon ammonia production processes End-use applications ATR/SMR Haber-Bosch + CCS1 Fertilizer Low Low Natural carbon CCS1 gas carbon Hydrogen Ammonia Industrial applications Electrolysis Haber-Bosch Power Renewable Green Green Electrolysis energy + H
Slide 6: Our leading ammonia position presents significant opportunities
Our leading ammonia position presents significant opportunities Global #1 in traded ammonia with >20% market share1 Yara Clean Ammonia competitive advantages Yara Clean Ammonia global terminal and storage infrastructure Integration across the value chain Reliable, asset-backed supply and attractive
Slide 7: Yara will strengthen its core nitrate upgrading margin through decarbonization of ammonia
Yara will strengthen its core nitrate upgrading margin through decarbonization of ammonia Yara can utilize its flexible ammonia position to reduce carbon Yara will strengthen its core nitrate upgrading margin emissions and reduce carbon tax exposure through decarbonization opportunity unique to nitr
Slide 8: Yara's premium production capacity is already based on ammonia imports
Yara’s premium production capacity is already based on ammonia imports Assets Ammonia source Nitrate and NPK capacity Sluiskil Own production (flexible) Glomfjord Fully flexible on own Porsgrunn production vs import Silinjarvi Tertre Own production (flexible) Uusikaupunki Porsgrunn Glomfjord Import
Slide 9: Yara is playing a leading role in tackling the food crisis and climate change
Yara is playing a leading role in tackling the food crisis and climate change while enabling the energy transition Focused strategy Profitable growth Strong shareholder returns Resilient and flexible business model Building on Yara’s leading ammonia Strong capital discipline maintained – position to
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