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APRIL 2008 INVESTOR PRESENTATION – Tenaris Sa

Tenaris Sa · Apr 10, 2008 · 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. APRIL 2008 INVESTOR PRESENTATION – Tenaris Sa – slide 1
    Investor Presentation April 2008
  2. APRIL 2008 INVESTOR PRESENTATION – Tenaris Sa – slide 2
    Global industrial system serving the energy industry Annual manufacturing capacity of Net Sales 2007 six million tons of steel pipes - 3.4 million tons of seamless pipes Far East & Oceania 7% South - 1.9 million tons of welded…
  3. APRIL 2008 INVESTOR PRESENTATION – Tenaris Sa – slide 3
    With unmatched global footprint Investor Presentation Tenaris April 2008 4
  4. APRIL 2008 INVESTOR PRESENTATION – Tenaris Sa – slide 4
    TenarisHydril: a new world of premium connections Deepwater Deep directional Sour gas Thermal Arctic Horizontal and extended reach Drilling with casing Blue Wedge 523 Investor Presentation Tenaris April 2008 5
  5. APRIL 2008 INVESTOR PRESENTATION – Tenaris Sa – slide 5
    Advanced deepwater line pipe technologies Steel Catenary Riser Top Tension Riser Bends Upset SCR TDZ Flowlines Investor Presentation Tenaris April 2008 6
  6. APRIL 2008 INVESTOR PRESENTATION – Tenaris Sa – slide 6
    Managing the supply chain from the mill to the well String design Inventory and pipe management Just-in-time delivery to the rig Accessories procurement Tubular running assistance Investor Presentation Tenaris April…
  7. APRIL 2008 INVESTOR PRESENTATION – Tenaris Sa – slide 7
    Oil demand growing but limited discoveries 60 50 40 30 20 10 0 1930 1940 1950 1960 1970 1980 1990 2000 Discoveries (Mb/Year) Production (Mb/Year) Source: BP Statistics and Wood Mackenzie Investor…
  8. APRIL 2008 INVESTOR PRESENTATION – Tenaris Sa – slide 8
    Natural decline rates and access complicate efforts to meet demand World oil Access to worlds demand and production proven oil reserves Oil reserves held by 120 new Russian 2015 companies 6% 2007 100 Mill 100 NOC oil reserves…
  9. APRIL 2008 INVESTOR PRESENTATION – Tenaris Sa – slide 9
    Drilling activity 2007 rigs by area Year 2004 = 100 2004 2005 2006 2007 Rig count USA 100 116 138 149 Canada % Change 16% 19% 7% 11% Canada 100 124 127 93 % Change 24% 3% (27%) International 100 109 111 120 USA % Change 9%…
  10. APRIL 2008 INVESTOR PRESENTATION – Tenaris Sa – slide 10
    Global OCTG market 2007 OCTG apparent demand Year 2004 = 100 2004 2005 2006 2007 OCTG market International USA Operative consumption 100 113 125 136 61% 33% % Change 13% 10% 8% Apparent demand 100 117 134 130 % Change 17%…
  11. APRIL 2008 INVESTOR PRESENTATION – Tenaris Sa – slide 11
    Operating results Millions of US 2004 2005 2006 2007 (except ratios and per ADS amounts) Net sales 3,718 6,210 7,728 10,042 Tubes 3,273 5,128 6,827 8,553 Projects 280 790 454 876 Others 165 292 447 613 Operating income 806…
  12. APRIL 2008 INVESTOR PRESENTATION – Tenaris Sa – slide 12
    China and the competitive environment World and Chinese Chinese increase in seamless pipe production seamless capacity (Mton) (Mton) 35 3.0 32 2.6 27 24 20 1.5 1.1 2003 2004 2005 2006 2007 E 2006 2007 2008 F 2009 F…
  13. APRIL 2008 INVESTOR PRESENTATION – Tenaris Sa – slide 13
    Evolution of industry costs Raw materials FX rates (2006=100) (2006=100) 200 120 150 110 100 100 50 90 2006 2007 2008 F 2006 2007 2008 YTD Scrap Pig Iron Iron Ore Coking coal USD / EUR USD / Yen USD / Yuan…
  14. APRIL 2008 INVESTOR PRESENTATION – Tenaris Sa – slide 14
    Expansion of offshore drilling fleet Rigs by region 134 new rigs are scheduled to be (January 2008) delivered between 2008 and 2010 RoW new-build scheduled delivery 20% USA 60 27% 50 4 13 Brazil 40 6 4% 30 20 Mexico 7%…
  15. APRIL 2008 INVESTOR PRESENTATION – Tenaris Sa – slide 15
    Tenaris: unique global positioning Safety and environmental indicators Product and service differentiation 12 Accidents per million man hour 10.6 10 8.3 Industrial presence in key markets 8 6.9 6.1 6 5.6 4 Global industrial…
  16. APRIL 2008 INVESTOR PRESENTATION – Tenaris Sa – slide 16
    Investor Presentation Tenaris April 2008 17

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