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Goldman Sachs Basic Materials Conference – Potash Corp

Potash Corp · May 21, 2015 · 10 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. Goldman Sachs Basic Materials Conference – Potash Corp – slide 1
    Goldman Sachs Basic Materials Conference 2015 Jochen Tilk President & CEO
  2. Goldman Sachs Basic Materials Conference – Potash Corp – slide 2
    Current Topics Global Potash Demand Encouraging Demand Trends Support Our Long-term Growth Potential Global Demand Profile Million Tonnes KCl 70 65 60 55 Previous Record (2011) 50 45 40 35 30 25 20 2012 2013 2014…
  3. Goldman Sachs Basic Materials Conference – Potash Corp – slide 3
    Global Potash Operational Capability Majority of Growth From Brownfield; History of Declines in Global Capability Global Operational Capability* Potash Mine Closures** Million Tonnes KCl Million Tonnes KCl 90 2 3 Water Inflow Ore…
  4. Goldman Sachs Basic Materials Conference – Potash Corp – slide 4
    Potash Market Positioning China Encouraging Consumption Trends Expected to Continue Annual Potash Demand Demand Composition (2014E) Imports Domestic Production NPK Bulk Blends Direct App. Other 2015F 15% 2014 2013 15% 55%…
  5. Goldman Sachs Basic Materials Conference – Potash Corp – slide 5
    Strategic Highlights Picadilly capacity in early ramp-up, supplementing with Penobsquis production Potash Costs continue to decline; on track to achieve multi-year cost reduction target Agreement to acquire Heringer stake; enhancing…
  6. Goldman Sachs Basic Materials Conference – Potash Corp – slide 6
    Offshore Potash Market Outlook Growth Trend Encouraging; Demand Expected to Remain at Historically High Levels Potash Shipments (million tonnes) Highlights China: 14.0 14.5mmt (2015F) 16 Encouraging consumption trends expected to…
  7. Goldman Sachs Basic Materials Conference – Potash Corp – slide 7
    PotashCorp Operational Capability Focused on Aligning Operational Capability with Demand Growth Million tonnes KCl Incremental Capability 20 3 11. Rocanville 2 Tonnes:+2.7mmt 16 17.2 Timeframe: Planned ramp-up by 2016 1…
  8. Goldman Sachs Basic Materials Conference – Potash Corp – slide 8
    Regional Ammonia Profile Production Outages in Key Regions Impacted 2014; Factor to Watch in 2015 Million Tonnes - NH3 (2014) 2015 Highlights 7 Production 1 Potential for fewer supply related outages 1. 6 Curtailed Capacity…
  9. Goldman Sachs Basic Materials Conference – Potash Corp – slide 9
    Phosphate Industry Production Profile PotashCorp Production Significantly More Diverse Global Phosphoric Acid Use* (2014) PotashCorp Sales By Category** (2015F) Feed & Industrial 10% Feed & Industrial 42% 58%…
  10. Goldman Sachs Basic Materials Conference – Potash Corp – slide 10
    PotashCorps Opportunity Declining CAPEX Enhancing Ability to Return Capital to Shareholders PotashCorp Capital Spending* Dividend Yield US Billions Percent Yield*** 25 2.5 5% 4 7% 4.7% 2.0 4% 3.3% 1.5 3% 2.4% 2.0% 1.0…

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