Skip to main content HOWARD WEIL 39TH ANNUAL ENERGY CONFERENCE – Tenaris Sa Investor Presentation | Shale Experts
Loading...
Pm

HOWARD WEIL 39TH ANNUAL ENERGY CONFERENCE – Tenaris Sa

Tenaris Sa · Mar 30, 2011 · 12 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. HOWARD WEIL 39TH ANNUAL ENERGY CONFERENCE – Tenaris Sa – slide 1
    Howard Weil 39th Annual Energy Conference Germn Cur North American Regional Manager
  2. HOWARD WEIL 39TH ANNUAL ENERGY CONFERENCE – Tenaris Sa – slide 2
    OCTG demand has recovered strongly (2006 = 100) 160% 140% 120% 100% 80% 60% 40% 20% 0% 2006 2007 2008 2009 2010 2011F Premium Mix 17% 18% 15% 19% 18% 20% Premium API Demand in 2010 rose 30% with the most significant…
  3. HOWARD WEIL 39TH ANNUAL ENERGY CONFERENCE – Tenaris Sa – slide 3
    Leading global player with oil and gas focus Sales breakdown 2010 Worldwide OCTG market US7.7 billion Local markets Rest of China in the Americas the world and Russia Industrial & Others 11% Process & API 55% Power Oil & Gas…
  4. HOWARD WEIL 39TH ANNUAL ENERGY CONFERENCE – Tenaris Sa – slide 4
    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…
  5. HOWARD WEIL 39TH ANNUAL ENERGY CONFERENCE – Tenaris Sa – slide 5
    North America: growth concentrated on oil, liquids and shales gas US Rig Count detail* Gas Dry 209Dry 13% gas, 161, 9% Dry Gas Wet gas, Crude Oil Shale Non Shale Liquids Rich 1052, 265,219 15% 1% Oil,696 42% 851, 679, 39%…
  6. HOWARD WEIL 39TH ANNUAL ENERGY CONFERENCE – Tenaris Sa – slide 6
    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…
  7. HOWARD WEIL 39TH ANNUAL ENERGY CONFERENCE – Tenaris Sa – slide 7
    Offshore drilling: higher standards will increase scope for differentiation Worldwide OCTG Consumption 2009 TS Deepwater Sales by Region 12% 21% Onshore Offshore 89% 11% 25% 42% Premium Worldwide OCTG Consumption US GOM…
  8. HOWARD WEIL 39TH ANNUAL ENERGY CONFERENCE – Tenaris Sa – slide 8
    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…
  9. HOWARD WEIL 39TH ANNUAL ENERGY CONFERENCE – Tenaris Sa – slide 9
    Competitive environment China OCTG Exports (Mill Tn) China OCTG Exports 2010 2.7 US 3%Canada Others 8% 19% SEA 22% 1.3 CIS 13% 1.0 Middle 0.8 0.8 North 0.6 Africa East 15% 20% 1H08 2H08 1H09 2H09 1H10 2H10 US &…
  10. HOWARD WEIL 39TH ANNUAL ENERGY CONFERENCE – Tenaris Sa – slide 10
    Operating and financial results Millions of US (except ratios and per ADS amounts) 2006 2007 2008 2009 2010 Net Sales 7,559 9,874 11,988 8,149 7,712 Tubes 6,734 8,433 10,010 6,671 6,676 Projects 454 876 1,271 986 429 Others 372 565 707…
  11. HOWARD WEIL 39TH ANNUAL ENERGY CONFERENCE – Tenaris Sa – slide 11
    Well placed in a changing and competitive world Financial position Financial strength: positive net cash US million position, good cash flow and higher 4,000 1.0 margins than competitors 3,000 0.8 2,000 0.6 Expanding local…
  12. HOWARD WEIL 39TH ANNUAL ENERGY CONFERENCE – Tenaris Sa – slide 12
    Howard Weil Energy Conference Tenaris March 30, 2011 13

From the store

Browse maps, data & reports in the Shale Experts store