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BARCLAYS CAPITAL AMERICAS SELECT CONFERENCE – Baker Hughes

Baker Hughes · May 23, 2011 · 19 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. BARCLAYS CAPITAL AMERICAS SELECT CONFERENCE – Baker Hughes – slide 1
    Barclays Capital Americas Select Conference London May 23, 2011 Martin Craighead President and Chief Operating Officer Baker Hughes Incorporated 2010 Baker Hughes Incorporated. All Rights Reserved.
  2. BARCLAYS CAPITAL AMERICAS SELECT CONFERENCE – Baker Hughes – slide 2
    Baker Hughes At a Glance Canada Russia Caspian Europe US Land 2010 Revenue of 14.4B Gulf of Mexico Middle East Asia Pacific 4.53B Africa Latin America Product Line Groups Global Support Drilling and Evaluation Supply…
  3. BARCLAYS CAPITAL AMERICAS SELECT CONFERENCE – Baker Hughes – slide 3
    Demand, Price & CAPEX 900 100 800 95 Oil Demand and Productive Capacity (mbd) Capex in Billions (2010) / RACC (2010) 90 700 85 600 80 500 Capacity 75 400 Demand 70 CAPEX 300 65 200 Oil Price 60 100 55 0…
  4. BARCLAYS CAPITAL AMERICAS SELECT CONFERENCE – Baker Hughes – slide 4
    A Look at Demand: 2010 vs 2035 Coal Incremental Other 2035 demand Oil Per Capita Consumption Biomass Hydro Gas Nuclear Size of Population Demand 2010 Demand 2035 Source:, IEA 5 2010 Baker Hughes Incorporated.…
  5. BARCLAYS CAPITAL AMERICAS SELECT CONFERENCE – Baker Hughes – slide 5
    Supply Challenge 100 90 80 70 60 Mb/d 50 40 30 20 10 0 1990 1995 2000 2005 2010 2015 2020 2025 2030 2035 Currently Producing NGL To be Developed Unconventional To be Discovered . Source:, IEA
  6. BARCLAYS CAPITAL AMERICAS SELECT CONFERENCE – Baker Hughes – slide 6
    From People, Infrastructure and Technology People Infrastructure Technology 7 2011 Baker Hughes Incorporated. All Rights Reserved.
  7. BARCLAYS CAPITAL AMERICAS SELECT CONFERENCE – Baker Hughes – slide 7
    to Transformation Reservoir Reorganization Supply Chain BJ Services 8 2011 Baker Hughes Incorporated. All Rights Reserved.
  8. BARCLAYS CAPITAL AMERICAS SELECT CONFERENCE – Baker Hughes – slide 8
    to Execution International Margins Leader in the Worlds Leading Margins in 15% exiting 2011 North America competitive in 2012 Offshore Markets through the cycle Supply Chain Competency A Global Leader in Excellence…
  9. BARCLAYS CAPITAL AMERICAS SELECT CONFERENCE – Baker Hughes – slide 9
    International Markets Update Latin America dynamic market in Colombia; strong position in deepwater Brazil irregular payments in Venezuela -- tight capacity could favor growth Mexico slow to develop pre-elections 10…
  10. BARCLAYS CAPITAL AMERICAS SELECT CONFERENCE – Baker Hughes – slide 10
    International Markets Update Europe / Africa / Russia Caspian 2011 North Sea budget increases skewed to infrastructure; UK taxes a negative in 2012; Norway stable Russian activity up vs. 2010; increasing exploration…
  11. BARCLAYS CAPITAL AMERICAS SELECT CONFERENCE – Baker Hughes – slide 11
    International Markets Update Middle East / Asia Pacific Saudi Aramco executing their plans to add rigs; Abu Dhabi adding 16; Egypt at normal activity levels Asia Pacific to rebound in Q2 following Q1 weather China…
  12. BARCLAYS CAPITAL AMERICAS SELECT CONFERENCE – Baker Hughes – slide 12
    North America Markets Update GoM Oil production, million / bpd 1,800 EIA April, 2011 460,000 bpd or 27% 1,600 production decline projected by Q4 2012 1,400 since Macondo 1,200 1,000 800 600 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1…
  13. BARCLAYS CAPITAL AMERICAS SELECT CONFERENCE – Baker Hughes – slide 13
    North America Market Update Pressure pumping Supply Chain Canada break up HHP (Thousands) 14,000 12,000 10,000 8,000 6,000 4,000 Demand 2,000 Available 0 2009 2010 2011 (E) 2012 (E) Source: Baker Hughes 14…
  14. BARCLAYS CAPITAL AMERICAS SELECT CONFERENCE – Baker Hughes – slide 14
    North America Market Update 100% 80% Rig Counts (year-on-year) 60% US Rigs + 15.6% 40% Revised from 12.3% forecast Dry gas to liquids switch 20% Increasing frac intensity 0% Canada + 12.1% Apr-06 Apr-07 Apr-08 Apr-09 Apr-10…
  15. BARCLAYS CAPITAL AMERICAS SELECT CONFERENCE – Baker Hughes – slide 15
    North America Update Granite Wash Bakken Marcellus Increase in Change horizontal rigs from Jan'10 % Eagle Ford 115 371% Bakken 94 154% Granite Wash 43 165% Marcellus 38 59% Woodford 27 56% Haynesville 15 9% Niobrara 11 550% Barnett 3 4%…
  16. BARCLAYS CAPITAL AMERICAS SELECT CONFERENCE – Baker Hughes – slide 16
    AutoTrak Curve Rotary Steerable System High build rate, fully integrated land-based drilling system Increases drilling performance vs. conventional motor systems Eliminates orienting / sliding for steering Saves trips to change…
  17. BARCLAYS CAPITAL AMERICAS SELECT CONFERENCE – Baker Hughes – slide 17
    Next Generation FracPoint Completion System Electrochemical reaction controlled by varying nano-scale coating within the composite grain structure Openhole fracturing market: 1 billion in 2011 2010 to 2011 anticipated 6%…
  18. BARCLAYS CAPITAL AMERICAS SELECT CONFERENCE – Baker Hughes – slide 18
    Baker Hughes 2011 Technology Awards OTC Spotlight Kymera hybrid drill bit Awards GeoFORM sand management system using Morphic technology Harts E&P Meritorious Kymera hybrid drill bit drill bits Engineering Award Equalizer CF…
  19. BARCLAYS CAPITAL AMERICAS SELECT CONFERENCE – Baker Hughes – slide 19
    20 2011 Baker Hughes Incorporated. All Rights Reserved.

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