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Credit Suisse London Energy Conference – Total SA

Total SA · Jun 2, 2015 · 13 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. Credit Suisse London Energy Conference – Total SA – slide 1
    Credit Suisse 2015 Global Energy Conference June 2, 2015
  2. Credit Suisse London Energy Conference – Total SA – slide 2
    Long term oil demand growth Oil supply-demand Mb/d, crude and NGLs Oil demand 0.6% CAGR 100 90 /b 50 Mb/d new production needed by 2030, driven by decline rate and demand growth 60-90…
  3. Credit Suisse London Energy Conference – Total SA – slide 3
    Notes Credit Suisse 2015 Global Energy Conference 3
  4. Credit Suisse London Energy Conference – Total SA – slide 4
    Capitalizing on resilient fundamentals Lowest technical costs compared to peers* /boe Leveraging Upstream strengths Lowest technical costs among Majors 25 E di costt reduction Expanding d ti initiatives i iti ti Highest…
  5. Credit Suisse London Energy Conference – Total SA – slide 5
    Strong response to 2015 environment Cost reduction initiatives on Capex, Opex and exploration B 4 B 4 B cash impact from cost reduction initiatives 10% organic Capex reduction from 26.4 B to 23-24 B 50% increase in Opex…
  6. Credit Suisse London Energy Conference – Total SA – slide 6
    Staying the course to deliver cash Group free cash flow Upstream free cash flow growth B compared to peers* 100 /b Base 100 in 2014 80 /b 10 70 /b 70 /b 100 2015 2017 2014 2015 2016 2017 Objective to generate 10 B…
  7. Credit Suisse London Energy Conference – Total SA – slide 7
    Building momentum of cash accretive start-ups New start-ups contribution Start-ups contributing to 2017 production to 2017 production* % EPC progress of major start-ups Byy start-up p yyear 600 0% 50% 100% Start-up kboe/d 2017…
  8. Credit Suisse London Energy Conference – Total SA – slide 8
    2015 production growth Production 8% 8 project start-ups in 2015 Including 3 already in production 2.15 Mboe/d New projects ADCO 125 kboe/d from new projects 60% Total-operated 60% deep offshore 50% PSC Successful…
  9. Credit Suisse London Energy Conference – Total SA – slide 9
    Strong R&C results in volatile 2014 environment R&C adjusted net operating income and European refining breakeven B 2.5 x2 Reducing g European p…
  10. Credit Suisse London Energy Conference – Total SA – slide 10
    Solid and resilient M&S results M&S adjusted net operating income* B 1.5 2010 2012 2014 2015 Brent 80 /b 112 /b 99 /b Resilient results increasing through the oil cycle Opex reduction plan and strict capital discipline…
  11. Credit Suisse London Energy Conference – Total SA – slide 11
    Competitive shareholder return Evolution of dividend and Brent /b /s 25 2.5 100 Introducing optional scrip dividend in 2015* 10% discount to market price 2.0 50 Dividend policy of 50% payout on average Strong dividend…
  12. Credit Suisse London Energy Conference – Total SA – slide 12
    Addressing volatility and emerging stronger Short-term strong response to environment 10% reduction in Capex p savings 50% increase in Opex g 30% reduction in exploration budget 8 B cash impact reducing breakeven by 40 /b…
  13. Credit Suisse London Energy Conference – Total SA – slide 13
    An industry accustomed to cyclical volatility Typical supply cycle Higher oil prices Sharp oil price decline driven by Lower spare Increasing Excess supply mainly due to increased US production capacity investments Lower demand…

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