Demand for oil and gas will continue to grow 2007 2030 Nuclear + R Nuclear + R C oal C oal 2224 18% 3332 20% 3194 27% 4887 29% Gas Gas 2512 21% 3561 21% Oil 4093 34% Oil 5009 30% Total Energy Demand: 12,023 Mtoe Total…
Deepwater and frontier drilling are critical to energy industry Global deepwater oil production growth Oil well productivity comparison kbbl/d in the period 2006-2010 is c. 4 MM 35 bbl/d, representing c. 150% of global oil 30…
Oil and gas focus with leading global position Sales breakdown 1H 2010 Worldwide OCTG market US3.6 billion Local markets Rest of China in the Americas the world and Russia Industrial & Others 11% Oil & Gas Process & North…
Reinforce industry leadership Industrial re-alignment to extend New rolling mill in Mexico product range, improve efficiency and reduce costs and Small diameter seamless pipe: OD up to 7 environmental impact Annual production…
Unique global footprint Investor Presentation Tenaris October 2010 10
Product and process technology TenarisHydril full range of premium connections for all applications supported by global threading and repair shop network, field service engineers and extensive testing and development facilities New…
Regional strategies - North America USA: Shale drilling is changing tubular US Rig Count detail * requirements and there is more focus on 1,649 Rigs quality Dry gas Extending our alliance service model (COP, 12% Apache, Shell) with…
South America Andean Region: Petrosucre, Gulf of Paria JIT service model with field services (Ecopetrol, Petrominerales) BlueTM and WedgeTM connections fully established in PDVSA Dopeless technology introduced for offshore…
Middle East Regional gas development is changing Middle East premium market requirements for grades and consumption evolution connections with from deeper and more 2006 = 100 sour wells (Aramco, KOC) 200 160 Threading and accessories…
Africa North Africa: Full pipe management, material selection and field services with yards in Egypt and Libya (Petrobel, Gazprom) Dopeless technology for offshore application (Petrocanada Libya) and WedgeTM for HPHT (Sonatrach)…
Europe North Sea: Integral services with Aberdeen threading facility and service yards in Norway and Denmark Dopeless for offshore applications (COP, Statoil, Maersk, Dong) Special steel grades for highly corrosive environments…
Caspian Sea and Russia Dopeless and WedgeTM technology for cold weather applications with full technical support (Karachaganak, Lukoil, Rosneft) Sour service grades on high collapse heavy wall pipes with full technical support…
Far East and Oceania Industrial presence through NKKTubes, Qingdao and SPIJ and service yards in Australia Deepwater line pipe solutions (Gorgon) and support for LTA partners (Australia) Local content, services and high performance…
Competitive environment China OCTG Exports (Mill Tn) China OCTG Exports 1H10 2.7 US & Others Canada 16% 9% SEA 22% CIS 13% 1.3 1.0 North Africa Middle East 0.8 18% 22% 0.6 1H08 2H08 1H09 2H09 1H10 US & Canada…
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 Margin per ton Tubes volumes Cost per ton Price per ton Pipe Logix basket…
Operating and financial results 2005 2006 2007 2008 2009 1H10 Millions of US (except ratios and per ADS amounts) Net sales 6,051 7,559 9,874 11,988 8,149 3,620 Tubes 5,055 6,734 8,433 10,010 6,671 3,132 Projects 790 454 876 1,271 986…
Takeaways Hydrocarbons will continue to drive energy matrix, mainly from gas and complex developments TS positioned in every region of the world with a wide range of products and services TS is investing to align its industrial…
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