Yara International ASA · OSL:YAR
Yara International ASA — SB1M Energy Conference (March 2023)
12 slides from Yara International ASA's conference presentation, Mar 2, 2023
Slide 1: SB1M Energy Conference
SB1M Energy Conference Lars Røsæg, Deputy CEO
Slide 2: Yara's portfolio composition is strong and well-positioned for future growth
Yara’s portfolio composition is strong and well-positioned for future growth Yara operating segments Yara Europe Yara portfolio development USD 7.1 bn revenues1 USD 1,226m EBITDA2 Yara Industrial Solutions Europe 25% ROIC2 USD 4.9bn revenues1 Establish Field ID as a global standard, USD 642m EBITDA2
Slide 3: Yara delivers strong returns in challenging markets
Yara delivers strong returns in challenging markets Challenging European energy markets (TTF USD/MMBTU) Solid shareholder returns (Share price with dividends reinvested – NOK2) 804 793 518 262 36,0 271 311 271 459 10,4 8,3 10,5 6,6 27,1 5,1 5,9 4,4 3,6 152 440 07 08 09 10 11 12 13 14 15 16 17 18 19
Slide 4: Flexible and resilient Yara business model
Flexible and resilient Yara business model Operational flexibility Flexible production setup - Significant portion of fertilizer production with ammonia sourcing flexibility Diversified footprint - Unrivalled global optimization ability, from ammonia through finished products - Nitrogen plants outsi
Slide 5: Extending our ambition: Growing a Nature-Positive Food Future
Extending our ambition: Growing a Nature-Positive Food Future Climate neutrality Regenerative farming Prosperity Reduce our own emissions and Improve farming Improve farmer income and improve productivity at our production productivity and nutrient use efficiency sustainability sites (NUE) — — — Pos
Slide 6: Turning potato chips climate friendly in Argentina
Turning potato chips climate friendly in Argentina In December 2022, Yara signed a memorandum of understanding to deliver fossil free green fertilizers to the biggest potato farmer in Argentina, El Parque Papas. El Parque Papas is the biggest singular potato farmer in Argentina. Led by Walter Hernán
Slide 7: Ammonia is the "missing link" in the hydrogen economy
Ammonia is the ”missing link” in the hydrogen economy Attractive storage & transport properties Multiple growth drivers Hydrogen Ammonia H2 NH3 Zero-carbon fuel for the maritime sector Carbon-free fertilizer and food Energy content Best suited long-distance hydrogen carrier Preferred substitute for
Slide 8: YCA is the clear #1 in ammonia, built on a global integrated business model
YCA is the clear #1 in ammonia, built on a global integrated business model backed by Yara YCA integrated model YCA Yara Highly flexible upstream portfolio #1 global midstream platform Multiple downstream outlets Offtake Sales Yara and JV ammonia ~4.1mT transported Yara consuming plants production C
Slide 9: YCA - Key highlights
YCA - Key highlights Clean ammonia represents a massive opportunity on top of a 1 structurally robust market for conventional ammonia Supportive ammonia market dynamics expected to significantly 2 increase cross-regional trading activity The #1 global ammonia midstream platform1 with significant bar
Slide 10: US policies create much needed decarbonization momentum, and present growth opportunities for Yara
US policies create much needed decarbonization momentum, and present growth opportunities for Yara Illustration: Cash cost blue ammonia • US is a highly attractive location for clean ammonia: – Low natural gas prices US Europe – Competitive access to CO2 storage and EU ETS CO2 transportation tax: 85
Slide 11: Driving sustainable performance with an integrated scorecard
Driving sustainable performance with an integrated scorecard People Planet Prosperity 2025 2025 2025 Yara KPI 2020 2022 Measure Yara KPI 2020 2022 Measure Yara KPI 2020 2022 Measure Target Target Target Strive towards Energy efficiency2 33.2 33.6 32.7 Gj/t NH3 Ammonia Production 6 7.7 7.7 8.6 Mt zer
Slide 12: 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 Unique opportunities: Focused strategy: Strong shareholder returns: • Resource and environmental • Driving toward a nature-positive • Strict capital discipline challenges require strong
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