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IRPC 2014 – Ivanhoe Energy, Inc.

Ivanhoe Energy, Inc. · Jun 24, 2014 · 19 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. IRPC 2014 – Ivanhoe Energy, Inc. – slide 1
  2. IRPC 2014 – Ivanhoe Energy, Inc. – slide 2
    The Future of Heavy Oil Date: June 25, 2014 2
  3. IRPC 2014 – Ivanhoe Energy, Inc. – slide 3
    Global Crude Oil Supply and Demand Forecasted Growth 90,000 Total Global Brazil Offshore Deepwater Crude Demand Tight Oil Outside of North America 80,000 Tight Oil from North America Thousand barrels per day Heavy Crude Oil…
  4. IRPC 2014 – Ivanhoe Energy, Inc. – slide 4
    Heavy Crude Oil Supply and Demand 16,000 14,000 7 million bpd of new heavy oil 12,000 development needed to satisfy future thousand barrels per day 10,000 demand Heavy Oil Demand 8,000 6,000 4,000 2,000 -…
  5. IRPC 2014 – Ivanhoe Energy, Inc. – slide 5
    2 Trillion Barrels Heavy Oil Recoverable, but Canada 450 b North Sea Russia 30 b 350 b Iraq USA Arabian Pen. China Mexico 20 b 80 b 200 b 75 b 150 b Colombia Oman Indonesia 100 b Venezuela 10 b & Malaysia 500 b 20…
  6. IRPC 2014 – Ivanhoe Energy, Inc. – slide 6
    Todays Heavy Oil Supply Chain is Inefficient 19-21 API Blend Gas/Fuel Blend Refinery 8-16 API Heavy Oil Field Diluent Coke Production Transportation Refining High energy demand & Diluent bought at light oil Blend sells at…
  7. IRPC 2014 – Ivanhoe Energy, Inc. – slide 7
    HTL Disrupts the Existing Heavy Oil Supply Chain Gas/Fuel Energy Diluent Coke Production Transportation Refining HTL rejects low value HTL eliminates or HTL improves crude oil carbon at its source & reduces diluent use…
  8. IRPC 2014 – Ivanhoe Energy, Inc. – slide 8
    HTL: a Partial Upgrading Process HTL Product 90 bbls Heavy Oil 18-24 API 100 bbls 7-16 API Net Energy 1.5 MW/mbbl or 2.5 bbl Steam/bbl oil Ultra-High Efficiency Heat Transfer Very Short Reactor Residence Time
  9. IRPC 2014 – Ivanhoe Energy, Inc. – slide 9
    10
  10. IRPC 2014 – Ivanhoe Energy, Inc. – slide 10
    HTL Quality Upgrade Extra Heavy Oil SCO Extra Heavy Oil SCO o API 7 - 16 API 18 - 24 API Viscosity 40oC, cSt 30,000+ cSt 80 - 120 cSt Sulfur, wt% 5.0 - 5.5 % 3.5 - 4.0 % Nitrogen, wt% 0.4 - 0.6 % 0.3 - 0.5 % Ni + V, ppm 400 -…
  11. IRPC 2014 – Ivanhoe Energy, Inc. – slide 11
    HTL Quality Upgrade 100 90 Diesel Naphtha Crude Oil Fractions, volume % 80 Kerosene VGO Diesel 70 60 50 40 VGO 30 20 Resid 10 Resid 0 Extra Heavy Oil Synthetic Crude Oil
  12. IRPC 2014 – Ivanhoe Energy, Inc. – slide 12
    HTL is deployable to remote locations Modules (example on left) 65 module count 150 tonnes each Dimensions allow road transport Shop fabricated & tested
  13. IRPC 2014 – Ivanhoe Energy, Inc. – slide 13
    HTL Development Key Risks Mitigated Commercial Demonstrated HTL performance at scale Demonstration Facility Bakersfield, California 2005 2009 Developed process model Tested many crudes Feedstock Test Facility San Antonio,…
  14. IRPC 2014 – Ivanhoe Energy, Inc. – slide 14
    North America business drivers Avoid diluent cost. Heavy producer purchases condensate at WTI price and sells at WCS (18-22/bbl discount). Reduce total volume of liquid transported per bbl of heavy crude produced by 50%.…
  15. IRPC 2014 – Ivanhoe Energy, Inc. – slide 15
    North America business drivers Crude Oil Fractions, volume % 100 HTL North America Crude Runs (ex PADD V) 16 80 gasoil 14 75% Million barrels per day 60 12 40 10 Canada Heavy 20 8 Tight Oil 0 6 Tight Canada HTL Total…
  16. IRPC 2014 – Ivanhoe Energy, Inc. – slide 16
    Latin America business drivers Heavy crude producers lack condensate or light oil supply therefore purchase naphtha from U.S. Infrastructure transporting naphtha to the production field is insufficient. Incremental diluent…
  17. IRPC 2014 – Ivanhoe Energy, Inc. – slide 17
    Offshore business drivers Current solution for offshore crude < 16 API oil is production facilities + FSO light oil blending. electrical Equipment installation + operating cost for power diluent supply & blending operation is…
  18. IRPC 2014 – Ivanhoe Energy, Inc. – slide 18
    Dilute & Ship vs HTL Netback 82.50 (14.50) Traditional Shipping (10.50) Diluent Netback Diluted Cost (16.00) Heavy Crude Value Loss Production (10.00) USGC Expenses Royalties 31.50 (inc. energy) (9.00) HTL Shipping (8.25)…
  19. IRPC 2014 – Ivanhoe Energy, Inc. – slide 19
    HTL Solves Heavy Oil Challenges is a novel and SCO is a high technology is effective way to value feedstock for ready to implement monetize stranded the global refining commercially heavy oil industry

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