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BANK OF AMERICA MERRILL LYNCH GLOBAL ENERGY CONFERENCE – Halliburton

Halliburton · Nov 15, 2011 · 16 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. BANK OF AMERICA MERRILL LYNCH GLOBAL ENERGY CONFERENCE – Halliburton – slide 1
    Bank of America Merrill Lynch Global Energy Conference November 15, 2011 Mark McCollum Executive Vice President and Chief Financial Officer
  2. BANK OF AMERICA MERRILL LYNCH GLOBAL ENERGY CONFERENCE – Halliburton – slide 2
    Financial Objectives Superior growth Superior margins Superior returns 3
  3. BANK OF AMERICA MERRILL LYNCH GLOBAL ENERGY CONFERENCE – Halliburton – slide 3
    Outperforming the Competition Total Revenue (Indexed) Total Operating Income** (Indexed) Q108 to Q311 Q108 to Q311 HAL SLB* BHI* HAL SLB* BHI* 180 180 163 162 160 160 140 140 132 120 112 120 100 96 117 80 100 60 80 40…
  4. BANK OF AMERICA MERRILL LYNCH GLOBAL ENERGY CONFERENCE – Halliburton – slide 4
    Not Just in North America Latin America Revenue Eastern Hemisphere Revenue Q108 to Q311 Q108 to Q311 HAL SLB* BHI* HAL SLB* BHI* 140 200 180 120 160 159 113 158 140 110 100 138 120 97 100 80 80 60 60 3Q 3Q 3Q 3Q 3Q 3Q…
  5. BANK OF AMERICA MERRILL LYNCH GLOBAL ENERGY CONFERENCE – Halliburton – slide 5
    Superior Margins and Returns Operating Income %* Return on Average Capital Employed** 2008 to YTD 2011 2008 to 2011 Annualized HAL SLB BHI HAL SLB BHI 23% 28% 22% 19% 19% 23% 18% 17% 21% 16% 16% 15% 18% 14% 15% 15%15% 13%…
  6. BANK OF AMERICA MERRILL LYNCH GLOBAL ENERGY CONFERENCE – Halliburton – slide 6
    Pressure Pumping Largest and Fastest Growing Segment 2001 2011 10 year Rank Size Rank Size CAGR Pressure Pumping 4 1 17.0% Offshore Drilling 1 2 8.5% Offshore Construction 2 3 9.9% Land Drilling 3 4 9.2% Source:…
  7. BANK OF AMERICA MERRILL LYNCH GLOBAL ENERGY CONFERENCE – Halliburton – slide 7
    Supply/Demand Outlook Encouraging for Energy Service Increasing demand for liquids reducing the industrys spare capacity World Oil Demand (MMb/d) OPEC Effective Spare Capacity (MMb/d) 94 7 Forecast Forecast 92 6 5 90 4 88 3…
  8. BANK OF AMERICA MERRILL LYNCH GLOBAL ENERGY CONFERENCE – Halliburton – slide 8
    Estimate for Global Drilling and Completion Spend 500 Forecast 450 400 Global D&C Spending, B 350 300 250 200 150 100 50 - 2000 2002 2004 2006 2008 2010 2012 2014 2016 Source: Spears Drilling and Production…
  9. BANK OF AMERICA MERRILL LYNCH GLOBAL ENERGY CONFERENCE – Halliburton – slide 9
    Market Drivers in the Upcoming Cycle Unconventionals Deepwater Mature Fields 10
  10. BANK OF AMERICA MERRILL LYNCH GLOBAL ENERGY CONFERENCE – Halliburton – slide 10
    Unconventionals in North America US Rig Count Emergence of horizontal oil and liquids-rich plays Total Rigs Oil & O/G Horizontal Oil & liquids represent 2,500 69% of total market Horizontal rigs grew 2,000 116% since Q4 2009…
  11. BANK OF AMERICA MERRILL LYNCH GLOBAL ENERGY CONFERENCE – Halliburton – slide 11
    CleanSuiteSM of Environmentally Friendly Technologies CleanStream Service Uses ultra-violet light to destroy bacteria CleanWaveTM Water Treatment System High throughput, low energy use water recycling system CleanStimTM…
  12. BANK OF AMERICA MERRILL LYNCH GLOBAL ENERGY CONFERENCE – Halliburton – slide 12
    Growth in Unconventionals Outside North America Unconventional Basins Tight Gas Shale Gas Coalbed Methane 1,275 Technically Recoverable Shale Gas (Trillion Cubic Feet) 862 774 681 485 396 388 290 231 226 187 180…
  13. BANK OF AMERICA MERRILL LYNCH GLOBAL ENERGY CONFERENCE – Halliburton – slide 13
    Increasing Offshore Activity Significant additions to Offshore Fleet Service Intensity Multiples Number of new build rigs 350 New DW Deliveries 300 Currently Operating DW Land 1x Units 250 200 Shallow Water 5x 150 Deep Water…
  14. BANK OF AMERICA MERRILL LYNCH GLOBAL ENERGY CONFERENCE – Halliburton – slide 14
    Deepwater Growth Beyond the Golden Triangle Norway Azerbaijan Israel Gulf of Vietnam Mexico Malaysia / Tanzania Brunei Selected Recent DW Wins Nigeria Papua New Indonesia Guinea Halliburton DW Operations Angola…
  15. BANK OF AMERICA MERRILL LYNCH GLOBAL ENERGY CONFERENCE – Halliburton – slide 15
    Stemming the Decline Curve in Mature Fields Leveraging HALs strengths in: Re-entry drilling, multilateral technology Reservoir consulting to address operator issues Well intervention services (coiled tubing, hydraulic workover,…
  16. BANK OF AMERICA MERRILL LYNCH GLOBAL ENERGY CONFERENCE – Halliburton – slide 16
    Summary We are achieving our goals of superior growth, margins and returns Energy demand remains robust despite uncertainty in the global economy Growth in energy demand will be met through: Development of increasingly complex…

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