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JUNE 2011 INVESTOR PRESENTATION – Baker Hughes

Baker Hughes · Jun 3, 2011 · 28 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. JUNE 2011 INVESTOR PRESENTATION – Baker Hughes – slide 1
    Sanford Bernstein Strategic Decisions New York June 3, 2011 Chad Deaton Chairman and Chief Executive Officer Baker Hughes Incorporated 2011 Baker Hughes Incorporated. All Rights Reserved.
  2. JUNE 2011 INVESTOR PRESENTATION – 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 Enterprise Functions Drilling and…
  3. JUNE 2011 INVESTOR PRESENTATION – 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. JUNE 2011 INVESTOR PRESENTATION – Baker Hughes – slide 4
    Demand Drivers 2010 vs. 2035 Incremental Coal Other 2035 Demand Oil Per Capita Consumption Biomass Hydro Gas Nuclear Size of Population Demand 2010 Demand 2035 5 2010 Baker Hughes Incorporated. All Rights…
  5. JUNE 2011 INVESTOR PRESENTATION – Baker Hughes – slide 5
    The Supply Challenge 100 90 80 70 Production, mb/d 60 50 40 30 20 10 0 1990 1995 2000 2005 2010 2015 2020 2025 2030 2035 Source: OECD / IEA 2010 WEO Currently Producing NGL To be Developed…
  6. JUNE 2011 INVESTOR PRESENTATION – Baker Hughes – slide 6
    From People, Infrastructure and Technology People Infrastructure Technology 7 2011 Baker Hughes Incorporated. All Rights Reserved.
  7. JUNE 2011 INVESTOR PRESENTATION – Baker Hughes – slide 7
    to Transformation Reservoir Reorganization Supply Chain BJ Services 8 2011 Baker Hughes Incorporated. All Rights Reserved.
  8. JUNE 2011 INVESTOR PRESENTATION – 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 Excellence Assurance…
  9. JUNE 2011 INVESTOR PRESENTATION – Baker Hughes – slide 9
    Latin America Market 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 11…
  10. JUNE 2011 INVESTOR PRESENTATION – Baker Hughes – slide 10
    Europe / Africa / Russia Caspian Market 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…
  11. JUNE 2011 INVESTOR PRESENTATION – Baker Hughes – slide 11
    Middle East / Asia Pacific Market 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…
  12. JUNE 2011 INVESTOR PRESENTATION – Baker Hughes – slide 12
    North America Market Update North America strong performance on the GoM shelf and deep drilling; awaiting resumption of drilling activity on 14 deep water permits; North American Land market remains strong; service intensity…
  13. JUNE 2011 INVESTOR PRESENTATION – Baker Hughes – slide 13
    North America Market Update 100% 80% 60% 40% 20% 0% May-06 May-07 May-08 May-09 May-10 May-11 Gas Oil 100% 80% 60% 40% 20% 0% May-06 May-07 May-08 May-09 May-10 May-11 15 2011 Baker Hughes…
  14. JUNE 2011 INVESTOR PRESENTATION – Baker Hughes – slide 14
    Technology Enablers Evolution of completion technology Area Reservoir permeability Vintage Contacted (millidarcies) (ft2)* Gas Oil Open Hole 1800s 200 10 100 Vertical Perforating 1920s 500 10 100 Fracturing 1940s 3,200 1…
  15. JUNE 2011 INVESTOR PRESENTATION – Baker Hughes – slide 15
    Comparative Energy Prices 18 2010 Baker Hughes Incorporated. All Rights Reserved.
  16. JUNE 2011 INVESTOR PRESENTATION – Baker Hughes – slide 16
    0.0 1.0 2.0 3.0 4.0 5.0 6.0 7.0 19 Bcf Granite Wash Haynesville (LA) Eagle Ford Horn River Horizontal Plays Cana Woodford Gas 2011 Baker Hughes Incorporated. All Rights Reserved. Piinedale Source:…
  17. JUNE 2011 INVESTOR PRESENTATION – Baker Hughes – slide 17
    A Closer Look by Basin Barnett 250 200 150 100 50 0 05 06 07 08 09 10 Source: Baker Hughes Rig Count, EIA 20 2011 Baker Hughes Incorporated. All Rights Reserved.
  18. JUNE 2011 INVESTOR PRESENTATION – Baker Hughes – slide 18
    A Closer Look by Basin Woodford, Anadarko, Granite Wash 250 200 150 100 50 0 05 06 07 08 09 10 Source: Baker Hughes Rig Count, EIA 21 2011 Baker Hughes Incorporated. All Rights Reserved.
  19. JUNE 2011 INVESTOR PRESENTATION – Baker Hughes – slide 19
    A Closer Look by Basin Haynesville 250 200 150 100 50 0 05 06 07 08 09 10 Source: Baker Hughes Rig Count, EIA 22 2011 Baker Hughes Incorporated. All Rights Reserved.
  20. JUNE 2011 INVESTOR PRESENTATION – Baker Hughes – slide 20
    A Closer Look by Basin Marcellus 160 120 80 40 0 05 06 07 08 09 10 Source: Baker Hughes Rig Count, EIA 23 2011 Baker Hughes Incorporated. All Rights Reserved.
  21. JUNE 2011 INVESTOR PRESENTATION – Baker Hughes – slide 21
    A Closer Look by Basin Bakken 200 150 100 50 0 05 06 07 08 09 10 Source: Baker Hughes Rig Count, EIA 24 2011 Baker Hughes Incorporated. All Rights Reserved.
  22. JUNE 2011 INVESTOR PRESENTATION – Baker Hughes – slide 22
    A Closer Look by Basin Eagle Ford 150 100 50 0 05 06 07 08 09 10 Source: Baker Hughes Rig Count, EIA 25 2011 Baker Hughes Incorporated. All Rights Reserved.
  23. JUNE 2011 INVESTOR PRESENTATION – Baker Hughes – slide 23
    World Shale Gas Reserves Assessed Basins with Resource Estimate Assessed Basins without Resource Estimate Countries within Scope of Report Countries outside Scope of Report 26 2011 Baker Hughes Incorporated. All Rights…
  24. JUNE 2011 INVESTOR PRESENTATION – Baker Hughes – slide 24
    Changing Technological Face of North America 12 Longer horizontals Sophisticated 10 completions 8 Pressure pumping Tcf per Year 6 4 2 0 1990 1995 2000 2005 2010 2015 2020 2025 2030 2035 Shale gas production Through…
  25. JUNE 2011 INVESTOR PRESENTATION – Baker Hughes – slide 25
    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…
  26. JUNE 2011 INVESTOR PRESENTATION – Baker Hughes – slide 26
    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%…
  27. JUNE 2011 INVESTOR PRESENTATION – Baker Hughes – slide 27
    Gorilla Fleet in the Eagle Ford 30 2011 Baker Hughes Incorporated. All Rights Reserved.
  28. JUNE 2011 INVESTOR PRESENTATION – Baker Hughes – slide 28
    31 2011 Baker Hughes Incorporated. All Rights Reserved.

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