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OCTOBER 2012 INVESTOR PRESENTATION – Tenaris Sa

Tenaris Sa · Oct 18, 2012 · 15 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. OCTOBER 2012 INVESTOR PRESENTATION – Tenaris Sa – slide 1
    Investor Presentation Paolo Rocca Chairman and CEO
  2. OCTOBER 2012 INVESTOR PRESENTATION – Tenaris Sa – slide 2
    Oil and gas prices Oil Prices Gas Prices 140 [US/bbl] 25 [US/MMbtu] Brent 120 Spot LNG 20 NE Asia 100 80 15 WTI 60 NBP ICE UK 10 40 5 HH 20 0 0 Jan'07 Jan'08 Jan'09 Jan'10 Jan'11 Jan'12 Jul'07…
  3. OCTOBER 2012 INVESTOR PRESENTATION – Tenaris Sa – slide 3
    Industry dynamics in USA Oil Production Gas Production [Mbbl/d] [Tcf] 25 8 20 Shales Shales 6 15 Lower 48 w/o shales Lower 48 w/o shales 4 10 2 GoM GoM 5 Alaska Associated w/oil production 0 0 2012E…
  4. OCTOBER 2012 INVESTOR PRESENTATION – Tenaris Sa – slide 4
    Drilling activity in USA US rig count 2,500 Total 2,000 1,500 Gas 1,000 500 Oil 0 May'07 May'08 May'09 May'10 May'11 May'12 Jan'07 Jan'08 Jan'09 Jan'10 Jan'11 Jan'12 Sep'07…
  5. OCTOBER 2012 INVESTOR PRESENTATION – Tenaris Sa – slide 5
    Global OCTG demand 18 [Mill Tn] 16 Total 14 12 10 API 8 +4.6% per year Premium 6 +10.1% per year 4 2 0 2005 2006 2007 2008 2009 2010 2011 2012E Investor Presentation Tenaris October 2012 6
  6. OCTOBER 2012 INVESTOR PRESENTATION – Tenaris Sa – slide 6
    OCTG and premium consumption OCTG consumption by region Premium OCTG consumption by [Mill Tn] (2012E) application (2012E) 8 Others Deep 6 Oil Water 21% 13% 4 Shallow Others Water Gas 24% 2 17% Shales Oil+Gas Shales 0…
  7. OCTOBER 2012 INVESTOR PRESENTATION – Tenaris Sa – slide 7
    Growth in complex projects Global deepwater rig count 200 160 120 80 40 0 2007 2008 2009 2010 2011 2012E Source: Rig Logix Investor Presentation Tenaris October 2012 8
  8. OCTOBER 2012 INVESTOR PRESENTATION – Tenaris Sa – slide 8
    Deepwater well requirements Main characteristics y x CONDUCTOR 36 in. TSH BlueDock 0 1 0 y 0 1 0 x CONDUCTOR 28 in. 0 1 0 0 1 0 Gulf of Mexico production well 0 1 0 TSH ER y 0 1 0 x SURFACE CASING 22 in. Water…
  9. OCTOBER 2012 INVESTOR PRESENTATION – Tenaris Sa – slide 9
    HPHT well requirements Main characteristics y 0 1 0 x CONDUCTOR 30 in. TSH BlueDock 0 1 0 0 1 0 SE Asia exploration well 0 1 0 0 1 0 Water depth: 100 [m] y 0 1 0 x SURFACE CASING 22 in. TSH ER 0 1 0 Well…
  10. OCTOBER 2012 INVESTOR PRESENTATION – Tenaris Sa – slide 10
    Deepwater/HPHT value proposition Premium products TSH Wedge TSH Blue Others Conductor and TSH BlueDock TM TSH ER TM Surface Casing TSH W513TM Intermediate TSH W511TM TSH Blue NF Casing and Liners TSH W523TM Production TSH…
  11. OCTOBER 2012 INVESTOR PRESENTATION – Tenaris Sa – slide 11
    Shale well requirements Main characteristics Eagle Ford production well Total measured depth: y x SURFACE CASING 13 3/8 in. 5,800 [m] Horizontal section: 1,800 [m] Pore pressure: 10,000 [psi] TSH W625 TSH W563 PRODUCTION CASING…
  12. OCTOBER 2012 INVESTOR PRESENTATION – Tenaris Sa – slide 12
    Shales - value proposition Premium products TSH Wedge TSH Blue Others TM TSH W625 TM Production Casing TSH W563 TSH Blue TXP BTC TM TSH W521 Technical service and field support Service centers and supply chain…
  13. OCTOBER 2012 INVESTOR PRESENTATION – Tenaris Sa – slide 13
    China Chinese seamless pipe capacity Chinese OCTG production [Mill Tn] [Mill Tn] 50 100% 8 Domestic Exports 40 80% 6 Utilization % 30 60% 4 20 40% 2 10 20% 0 0% 0 2007 2008 2009 2010 2011 2012E 2007 2008 2009 2010 2011 1H…
  14. OCTOBER 2012 INVESTOR PRESENTATION – Tenaris Sa – slide 14
    Strategic actions Expansion in North America: new industrial and logistics center in USA Consolidation in Latin America: Brazil, Colombia, Mexico, Argentina Leverage technical leadership in complex projects worldwide…
  15. OCTOBER 2012 INVESTOR PRESENTATION – Tenaris Sa – slide 15
    Investor Presentation Tenaris October 2012 16

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