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MARCH 2014 INVESTOR PRESENTATION – Ivanhoe Energy, Inc.

Ivanhoe Energy, Inc. · Mar 5, 2014 · 18 slides

Investor presentation from the Shale Experts oil & gas presentation and slide database. Every page is imaged and its text indexed for search across operators, plays, basins and time.

Slides

  1. MARCH 2014 INVESTOR PRESENTATION – Ivanhoe Energy, Inc. – slide 1
    A New Look at Heavy Oil By: Carlos A. Cabrera Date: March 5, 2014 2013 Ivanhoe Energy All rights reserved
  2. MARCH 2014 INVESTOR PRESENTATION – Ivanhoe Energy, Inc. – slide 2
    The Heavy Oil Opportunity Is there an opportunity for heavy oil to play a role in filling the worlds energy demand Where is the heavy oil, and how can it be accessed How will new technology contribute to the process Will new…
  3. MARCH 2014 INVESTOR PRESENTATION – Ivanhoe Energy, Inc. – slide 3
    Crude Oil Demand & Supply Historic and Projected Global Crude Oil Demand Total Global Forecasted Growth Crude Demand 89 MMbbls/d 90,000 Brazil Offshore Deepwater Tight Oil Outside of North America 80,000 Tight Oil from North…
  4. MARCH 2014 INVESTOR PRESENTATION – Ivanhoe Energy, Inc. – slide 4
    Sources of Heavy Crude Oil Constrained by production technology or cost limits: 1.0 trillion bbls In politically or geographically unfavorable locations: 0.4 trillion bbls Higher quality heavy oil which is more easily…
  5. MARCH 2014 INVESTOR PRESENTATION – Ivanhoe Energy, Inc. – slide 5
    Heavy Crude Opportunities: Target Resources by Region Countries whose economic returns on planned growth can be enhanced using technology Countries whose stranded resources can be unlocked using technology, preventing production…
  6. MARCH 2014 INVESTOR PRESENTATION – Ivanhoe Energy, Inc. – slide 6
    Economic Challenges Facing the Traditional Heavy Oil Supply Chain Heavy Oil Production Costs Blending and Transportation Market Value of 20 API Blend Large energy requirement to Diluent value losses Blend sells at a significant…
  7. MARCH 2014 INVESTOR PRESENTATION – Ivanhoe Energy, Inc. – slide 7
    Low Tech Solutions Constrain the Heavy Oil Supply Chain Current State of the Art Heavy Oil Supply Chain Technology Continuum Exploration & Reservoir Characterization 4D Seismic Advanced Technology pulsed-neutron logging…
  8. MARCH 2014 INVESTOR PRESENTATION – Ivanhoe Energy, Inc. – slide 8
    New Technologies Will Shift the Heavy Oil Supply Paradigm Future State of the Art Technology Exploration & Reservoir Characterization real time reservoir Field Processing monitoring partial upgrading (HTL) integrated with…
  9. MARCH 2014 INVESTOR PRESENTATION – Ivanhoe Energy, Inc. – slide 9
    HTL: a Partial Upgrading Process Ready for Commercial Deployment Low Complexity Economical Construction Low Capital Modular & Smaller footprint Operating Cost Coke + Gas Byproducts High Yield of Stable, Lighter,…
  10. MARCH 2014 INVESTOR PRESENTATION – Ivanhoe Energy, Inc. – slide 10
    A Paradigm Shift for Upgrading Heavy Oil Upgrading Today Upgrading Tomorrow SCO: Synthetic Crude Oil Ivanhoe Energy Presentation 11
  11. MARCH 2014 INVESTOR PRESENTATION – Ivanhoe Energy, Inc. – slide 11
    The Future is Bright for Heavy Oil Filling the supply gap of crude oil demands fresh, innovative approaches to improve efficiencies in heavy oil production, transportation and conversion. Ivanhoe Energy Presentation 12 Ivanhoe…
  12. MARCH 2014 INVESTOR PRESENTATION – Ivanhoe Energy, Inc. – slide 12
    Appendix IvanhoePresentation Ivanhoe Energy Energy Presentation 13 13
  13. MARCH 2014 INVESTOR PRESENTATION – Ivanhoe Energy, Inc. – slide 13
    Heavy Crude Oil Demand & Supply Historic and Projected Global Crude Oil Demand 16,000 14,000 7 million bpd of new heavy oil 12,000 development needed to satisfy future thousand barrels per day 10,000 demand Heavy Oil…
  14. MARCH 2014 INVESTOR PRESENTATION – Ivanhoe Energy, Inc. – slide 14
    Partial Upgrading vs Full Upgrading Lower Cost HTL costs are significantly less than those of traditional upgrading 180,000 160,000 140,000 Western Canada / bbl capacity, 120,000 cost basis 100,000 Delayed Coking…
  15. MARCH 2014 INVESTOR PRESENTATION – Ivanhoe Energy, Inc. – slide 15
    Comparing HTL SCO quality against other crudes Increasing Market Value 72/bbl (WCS) 86/bbl 95/bbl 94-98/bbl 100/bbl 102/bbl Crude Oil Fractions, volume % 100 Naphtha 90 Kerosene 80 70 Distillate 60 50 40 VGO 30 20 10…
  16. MARCH 2014 INVESTOR PRESENTATION – Ivanhoe Energy, Inc. – slide 16
    Projected Heavy Crude Production Rates (thousands of barrels per day) 4,500 4,000 thousands of barrels per day 3,500 3,000 2,500 2014 2030 2,000 1,500 1,000 500 0 Data Compiled from multiple sources: IEA, BP…
  17. MARCH 2014 INVESTOR PRESENTATION – Ivanhoe Energy, Inc. – slide 17
    HTL Materially Increases Netbacks 67% Increase 38/bbl 46/bbl Traditional Netback Production & Transportation Costs: Op Costs Dilute and Diluent Value Loss, Transportation, Ship Model Production Opex, Energy Usage 84/bbl…
  18. MARCH 2014 INVESTOR PRESENTATION – Ivanhoe Energy, Inc. – slide 18
    Commercializing HTL: Business Models Field Integrated Model eg. Tamarack, Block 20 Midstream Model Projects in development SCO: Synthetic Crude Oil Ivanhoe Energy Presentation 19

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