Hydro Update. Pål Kildemo StorAksjeKvelden i Grenland September 2014
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1 Hydro Update Pål Kildemo StorAksjeKvelden i Grenland September 2014
2 A highly attractive asset base High-quality bauxite and alumina Captive hydropower Competitive smelter portfolio World-class Qatalum European leader in rolling A global extrusion champion (2)
3 Hydro - a first tier aluminium company Equity production in 2013 in aluminium equivalents excl. China, thousand mt Alumina Aluminium Alcoa/AWAC Rio Tinto Alcan* UC Rusal BHP Billiton Norsk Hydro Glencore/Century Hindalco Vedanta Emirates Global Aluminium Aluminium Bahrain Source: CRU, Hydro (3)
4 Aluminium is the metal of the future Lightweight 1/3 density of steel Recyclability 5% of original energy consumption 75% of all aluminium produced still in use Corrosion resistant Oxide layer Formability Extrusion, rolling, casting Low melting point vs. steel Excellent conductivity Thermal electrical Alloying technology Gives wide range of physical properties Properties lead to increased market share Aluminium intensive urbanization and infrastructure Climate challenge aluminium as part of the solution Recyclability more important with high energy prices (4)
5 Hydro Market update A culture of improvements Strategy (5)
6 Hydro Market update A culture of improvements Strategy (6)
7 Demand to exceed production in 2014 World outside China World outside China (quarterly annualized) mt Production less demand, (quarterly annualized)* mt Jan-08 Dec-08 Nov-09 Oct-10 Sep-11 Aug-12 Jul-13 Jun-14 (1 000) Dec-08 Nov-09 Oct-10 Sep-11 Aug-12 Jul-13 Jun-14 Demand Production Transport sector drives growth in US and Europe 2014 aluminium demand grew 4 % year to date in world outside China New curtailments and delays partly offsetting ramp-ups Source: CRU/Hydro * 12 month rolling average (7)
8 Tighter physical market driving all-in aluminium prices Regional standard ingot premiums USD per mt Jan-08 Aug-08 Mar-09 Oct-09 May-10 Dec-10 Jul-11 Feb-12 Sep-12 Apr-13 Nov-13 Jun-14 US Mid West Japan Europe (duty-paid) All-in aluminium price rising USD per mt Jan-11 Mar-12 May-13 Jul-14 LME cash LME cash + US Midwest LME cash + Europe duty paid LME cash + Japan Source: Metal Bulletin, MW/MJP: Platts Source: Metal Bulletin, MW/MJP: Platts, Reuters Ecowin (8)
9 Indonesia bauxite ban remains in place Annualized aluminium equivalents*, million mt Average Chinese import price USD per mt 65 China import China export 0 ( 5) ( 10) Bauxite Alumina Scrap Primary aluminium Jan-10 Feb-11 Mar-12 Apr-13 May-14 Fabricated Semis Total aluminium imports Source: CRU/Antaike/Hydro * Bauxite/alumina to aluminium conversion factor: 5.0/1.925 Source: Chinese import statistics (9)
10 Substitution contributing to growth in aluminium demand Aluminium sheet demand for automotive applications robust and fast growing Body in white demand, thousand tonnes CAGR (Dec 2013) 24% CAGR (May 2014) 29% % 45% % 45% China Europe North America 13% 45% Source: IHS, Hydro analysis (10)
11 «Stronger, tougher, and more fuel efficient The automotive industry embraces aluminium At Jaguar Land Rover we are world leaders in the area of aluminium body construction for cars. The use of aluminium in an automotive application brings many benefits in terms of weight savings, improved fuel efficiency, lower emissions, increased crash safety and even better vehicle dynamics ALUMINUM BODY STRUCTURE: STRONG, RIGID, AND LIGHT The Model S body is a state-of-the-art, aluminum-intensive design. Weight-saving benefits make aluminum a natural choice Aluminium is stronger, tougher, and more fuel efficient than steel Ford CEO Alan Mulally The F-150 establishes aluminum as a primary choice for mainstream auto use Automotive News (11)
12 Hydro Market update A culture of improvements Strategy (12)
13 Improvements throughout the value chain Energy Aspiration Sapa JV Energy Extrusion Bauxite From B to A Climb Rolling CCIP Alumina Remelting Primary metal Casting USD 300 program JV program (13)
14 World-class asset base, focus on operational improvements Alunorte production gradually increases From B to A improvement program Alumina trending sideways production, annualized mmt Platts alumina index (PAX) 6.1 USD/t 430 % of LME 20% % 18% % 16% NOK 1 billion by end % manning reduction % 14% 270 Alumina % of LME 13% Q1-13 Q2-13 Q3-13 Q4-13 Q1-14 Q Aug-10 Jul-11 Jun-12 May-13 Apr-14 12% (14)
15 Primary Metal operational improvements continue Implied primary cost and margin, USD/mt 1) Primary cost continues downward trend Improvement efforts with bottom-line effect Favorable exchange rate development Increasing premiums H H H USD 180 JV program on track, to be concluded by end-2016 Positive contribution from continued reduced cost at Qatalum LME 2) Implied EBITDA cost per mt EBITDA margin per mt 1) Realized aluminium price minus EBITDA margin per mt primary aluminium. Includes net earnings from primary casthouses. 2) Realized LME (15)
16 Primary Metal: A strong improvement track record Underlying EBITDA per mt in USD for respective primary aluminium divisions 1H H All figures based on public accounting data, not verified by Hydro. Data not adjusted for different accounting principles and non-specified underlying items. Hydro makes no representation as to the accuracy or completeness of such information. The analyses are based on assumptions subject to uncertainty and therefore intended only for general comparisons across companies and should not be used to support any individual investment decision. All results are provided for informational purposes only. Hydro figures includes Primary Metal, Metal Markets and attributable share of EBITDA and production in Qatalum. Source: Company filings (16)
17 Rolled Products: improvements and portfolio high-grading Climb New automotive line at Grevenbroich, Germany New, integrated UBC line at Neuss, Germany (17)
18 Hydro Market update A culture of improvements Strategy (18)
19 Hydro s main priorities Bauxite & Alumina Energy Primary Metal Rolled Products Deliver on productivity goals, realize improvement targets Maximize asset potential, strengthen global support function Continue improvement drive, capitalize on technological edge Continue to high-grade portfolio, develop step-change innovations (19)
20 Hydro s value proposition Improve relative industry position Capitalize on raw material positions Strengthen innovative and commercial edge Maintain financial strength and flexibility Ensure competitive shareholder return (20)
21 (21)
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