OCI Partners LP Corporate Presentation November 2014
Partnership Overview
Partnership Overview Organizational Structure OCI N.V. (NYSE Euronext Amsterdam: OCI:NA) 100% indirect ownership interest OCI USA Inc. 65,995,372 common units OCI GP LLC 79% limited partner Public Unitholders (our general…
Partnership Overview Asset History of OCI Beaumont DuPont builds 600 Start-up of the OCI N.V. acquires Ammonia Debottlenecking Ktpa methanol ammonia plant minority stake production at the process slated to plant, largest in built by…
Partnership Overview OCI Partners Summary OCIs facility near Beaumont, TX (OCI Beaumont) is an integrated methanol and ammonia facility strategically located on the Texas Gulf Coast OCI Beaumont is the largest U.S. merchant methanol…
Partnership Overview Superior Site with Strong Customer Relationships Selected Methanol Customers Methanol Customers Methanex Terms Delivery (LTM) Lucite Methanex Exxon Mobil Arkema Contract Life: 2-5 Years / Renewable Pipeline…
Partnership Overview Debottlenecking Project Drives Distribution Growth Overview Processes The Partnership has delayed the planned debottlenecking Install a selective catalytic reduction unit to January 2015 due to the holiday season…
Partnership Overview Financial Overview and 3Q 2014 Results Summary Three Months Ended September 30 US million 2014 2013 Change Revenues 90,471 95,750 -5.5% Cost of Goods Sold 56,295 48,813 15.3% Depreciation Expense 5,852 5,549…
Partnership Overview OCI Partners LP Long-Term Strategy Execute planned debottlenecking project with a target completion during Q1 2015 Leverage sponsors technical know-how, expertise and track-record in identifying value-…
Partnership Overview Investment Highlights Producer of essential, global products: methanol and ammonia WA MT ME ND Strong cash flow generation and VT Supported byNH a technically OR MN significant step-up in projected ID…
Industry Overview
Industry Overview Attractive U.S. Methanol Market In 2013, the U.S. imported approximately 5.3 million metric tons of methanol to meet its supply deficit (80% of total demand) The U.S.s primary importer, Trinidad, is currently facing…
Industry Overview Methanol Prices Have Generally Risen Steadily Over Time While U.S. Natural Gas Prices Have Decreased Approximately 90% of Chinese methanol producers use higher cost coal as their primary feedstock and 10% use…
Industry Overview Attractive U.S. Ammonia Markets In 2013, the U.S. imported 6.4 million metric tons of ammonia Represents 39% of total consumption Ammonia must be imported to the U.S. as approximately 20 ammonia plants were closed…
Industry Overview Declining Trinidad Natural Gas Reserves: Supportive of OCI Partners LP Story Natural Gas Production Reserve to Production Ratio Trinidad faces fundamental gas deficit issues as (TCf) (R/P Ratio) increased natural gas…
Industry Overview We Expect Our U.S. Natural Gas Advantage to Continue for the Foreseeable Future The emergence of a U.S. shale gas advantage has led to an increase in natural gas supply Production from shale formations increasing to…
Sponsor Overview
Sponsor Overview Overview of Our Sponsor OCI N.V. OCI N.V. is a global nitrogen-based fertilizer producer and engineering & construction contractor with projects and investments across the U.S., South America, Europe, the Middle East,…
Sponsor Overview Overview of Our Sponsor OCI N.V. Ranks among the worlds largest nitrogen-based fertilizer producers by production capacity with a production capacity of nearly 7 mtpa and facilities in Egypt, Algeria, the…
Sponsor Overview OCI Fertilizer Highlights With the addition of Iowa OCI Fertilizer operates five production assets located in North Fertilizer Company (IFCo), Africa (Egypt, Algeria), Europe (the Netherlands) and the U.S., total…
Appendix
Appendix Board of Directors OCI GP LLC Background Served as CEO and director of OCI N.V. and Orascom Construction Nassef Sawiris Director Industries (OCI SAE) since its incorporation in 1998 Significant experience in the nitrogen…
Appendix Partnership Overview Methanol Ammonia Methanol is a liquid petrochemical utilized in a variety Ammonia constitutes the base feedstock for nearly all of of industrial and energy-related applications the worlds nitrogen chemical…
Appendix Product Process Overview Methanol production unit Methanol Process Flow Natural Gas Heat from Natural is a 730,000 metric ton per Gas Combustion year unit that is comprised Syngas of Foster Wheeler- Natural…
Appendix The U.S. Natural Gas Outlook Low U.S. natural gas prices contribute to the competitive position of U.S. methanol and ammonia producers relative to foreign producers The EIA expects U.S. natural gas prices to remain low for the…
Appendix Ammonia Prices Remain Strong Along with Crop Prices Historically, there has been a meaningful correlation between nitrogen fertilizer prices and crop prices High crop prices incentivize farmers to increase fertilizer…
Appendix Methanol and Ammonia Plant Closures Year of Production Year of Production Methanol Facility Location Ammonia Facility Location Closure Capacity (MTPA) Closure Capacity (MTPA) 1998 Georgia Gulf Plaquemine, LA 480,000 1999…
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