OCTG demand has recovered (2008 = 100) 120% 100% 80% 60% 40% 20% 0% 2008 2009 2010 2011 F 2012 F Premium Mix 15% 19% 18% 19% 22% Premium API OCTG demand in 2012 is anticipated to exceed 2008 level We expect…
Leading global player with oil and gas focus Sales breakdown 2010 Worldwide OCTG market Local markets Rest of China in the Americas the world and Russia Industrial & Others 11% Process & API 55% Power Oil & Gas 11% North…
Industry leadership Global industrial system Leading innovation through Global network, direct contact and execution excellence new products development with end users and rig access Investor Presentation Tenaris December, 2011 5
Global industrial system deployment Industrial re-alignment to extend product range, improve efficiency and reduce costs and environmental impact New small diameter rolling mill in Mexico, including heat treatment and premium…
Premium connections for shales and thermal wells TenarisHydril for all applications supported by global threading and repair shop network, field service engineers and extensive testing and development facilities Shales Operational…
Tenaris W625 specially designed for shales The Wedge 625 is the first connection in the new series 600. Providing outstanding tensile and compression efficiency, torque resistance and internal and external sealing capacity, TSH 625…
Premium connections for deepwater and arctic wells Dopeless connections to improve operational efficiency and reduce environmental impact of oil and gas drilling operations Sour service and chrome grades for corrosive…
North America: growth concentrated on crude oil US Rig Count detail* 2,016 Gas Dry 2,016 2000 2000 136 1,685 1,685 274 845 Dry 197 Gas Crude Oil 1500 1500 219 1% 696 42% 705 269 467 1000 1000 Crude Oil 642 39% Liquids…
North America: offshore deep water activity 14 New DW well permits approved 12 10 8 6 4 2 0 Mar-09 May-09 Sep-09 Mar-10 May-10 Sep-10 Mar-11 May-11 Sep-11 Jul-09…
Deepwater drilling: strong growth ahead Deepwater outlook: millions of oil equivalent barrels per day Deepwater: Water depths of 2,500 feet or more 14 12 10 8 6 4 2 0 1990 1995 2000 2005 2010 2015 2020 2025 2030…
Competitive environment China OCTG Exports (Mill Tn) China OCTG Exports 1H 2011 2.7 SEA Others 22% 25% 1.3 USA 2% 1.0 Canada 0.8 0.8 0.7 6% Middle East 0.6 25% CIS 12% North Africa 7% 1H08 2H08 1H09 2H09 1H10…
Operating and financial results M illions of US (except ratios and per ADS amounts) 2007 2008 2009 2010 IH 2011 IIIQ 2011 Net Sales 9,874 11,988 8,149 7,712 4,727 2,495 Tubes 8,433 10,010 6,671 6,676 3,965 2,150 Projects 876 1,271 986…
Margin of Tubes segment US/Ton Thousand Tons 4,000 1,500 3,000 1,000 2,000 500 1,000 0 - 1Q03 1Q04 1Q05 1Q06 1Q07 1Q08 1Q09 1Q10 1Q11 Tubes volum es Cost per ton Price per ton Pipe Logix basket Investor…
Well placed in a changing and competitive world Financial position Global deployment and industrial US million 4,000 1.0 excellence 3,000 0.8 Highly trained and diverse human 2,000 0.6 resources base 1,000 0.4 0 0.2 Leader…
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