technology webcast 21022007 slides

8/14/2019 Technology Webcast 21022007 Slides

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Copyright200?

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Graeme Sweeney,

Executive Vice President,Shell Renewables, Hydrogen, CO2 and

Power

Carbon Management Technologies

February 21, 2007


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3

Agenda

1. Energy Challenge

2. Strategy and actions

Natural Gas

Fuels - Sustainable mobility

Unconventionals

Carbon Management

Renewables: Wind & Solar

3. Shell Response

Shell Technology webcast February 21, 2007


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The Challenge

Portfolio diversity

Energy efficiency

CO2 solutions

Production efficiency through technology

Investment focused on upstream

Easy oil has peaked

Long life projects

Selected downstream growth

Rest of the WorldOECD

Low

High

0

50

100

150

200

250300

350

400

2000 2025*

Alternative EnergiesLarge Scale HydroNuclearGasOilCoal

* Shell estimates

Rising Global Energy Demand Changing Energy MixMillion barrels oil equivalent per day100= Global primary energy demand 2000

0

100

200

300

400

500

600

2000 2025* 2050*



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The three Cs or three EsEfficiency/Economy(Cheap)

Energysecurity Environment(Clean)(Convenient)

NaturalGas

Hydro

ME Oil & GasGeothermal

Coal

HVO

Oil

Shale

Oil

Sands

CarbonCapture&

Storage

WindSolar Bio

Renewables

Wave



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Shells global LNG business

In operation

Under construction

Under development

LNG supply

Regas capacity

In operation

Under construction

Under development

*Sources: Shell Analysis, Poten & Partners, Platts, Wood Mackenzie, Shell share of sales amongst private companies

Coral in North America#3 energy marketer4 LNG import sites

Shell in Asia Pacific#1 LNG supplier*

India and China access

Shell in EuropePan-European marketer

#1 LNG importer*



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Nuclear

Coal

Biomass

Solar

Oil

Wind

Hydro

PartialOxidation

Hydrogen

ShiftReaction

Electricity

Liquid

Fuels

FischerTropsch

Conventional ICE

Electric Vehicle

FCV

CCGT

Electrolysis

Conventional & advanced biofuels Synthetic fuels

Plug-In hybrid diesel

Hydrogen ICE

Focus on Sustainable Fuels

Energysource

Drive-train options

Gas

SyngasCO, H2

Non Conv. Oil

Difficult CrudesUpgrading / Conversion

Refining

NotShell



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Synthetic fuel can also be made from coal (CTL) and biomass (BTL) These synthetic XTL products are identical

Flexible feedstock options (e.g. coal and biomass co-firing)

GTL Fuel:

Most cost-efficient alternative fuel to reduce emissions1

Well-to-wheels greenhouse gas comparable to refining2

Contributes significantly to reducing local emissions2

Synthetic Fuels XTL

Identical Products

GTL

Natural

Gas

Biomass

Coal

Fischer-Tropsch process

Syngas

BTL

CTL

ShellGasification

Process

Shell CoalGasification

Process

Gasifier

Em

issions[mg/km]

EU IV

emissionslimit

10

0

20

30

Diesel


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Integrated GTL Complex

North Field Ras Laffan

Clean liquidproducts

GTL fuel blends

Offshore gas

2 train GTL plant

140kb/d clean liquid products & fuels

Naphtha & GTL fuel

Paraffin & kerosene

Lubricant base oils

DownstreamUpstreamGas production, transport & treatment

1.6 bcf/d wellhead gas

~ 120kboe/d NGLs & ethane

plus dry gas feedstock

Approx. 3 bln boe resources

Qatar Pearl Gas to Liquids: world scale integration

Doha

Ras Laffan

Final investment decision taken Q2 2006



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Unlocking global hydrocarbon resources

(>13 trillion boe)*

* >13 Trillion boe scope for recovery (excluding hydrates) source: Reserves to Resources IEA 2005, WEO 2006

COAL

~4 Tboe

Clean coal

Coal to Liquids

OIL SHALES

EXTRA HEAVY OIL

OIL SANDS~3 Tboe

In-situ recovery

Novel crude upgrading

Oil sands mining &

upgrading

NATURAL GAS

~4 Tboe

CONVENTIONAL OIL

~3 Tboe

Exploration

Deepwater

Tight gas

LNG

GTL

Contaminated gas

Exploration

Deepwater

Maximised recovery

EOR

Refining & chemicals

Differentiated products



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Carbon Capture and Sequestration

(Offshore Norway)

PROJECT DESCRIPTION

Capturing CO2 from powergeneration onshore and using it

for EOR

PROJECT STATUS

Shell and Statoilagreement

Feasibility studiesongoing

Early days

Technically andcommercially

challenging



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Renewables: Pursing a Competitive Business

Shell Hydrogen

Worlds largestpublic transport JV(NL)

Demonstrationprojects in US,Europe and China

Shell Wind Energy

Leading windoperator

416 MW installed

capacity (Shell share) NoordZee Wind (50%

Shell), 108 MW

FID Mount Storm,

West Virginia

Offshore permitLondon Array

Shell Solar

New generation thinfilm technology (CIS)

Highest efficiency of

all thin-films 20 MW facility under

construction



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Why thin-film?

Lower consumption of materials

the number of process steps Simplified materials handling

Significantly streamlined assemblyWhy CIS?

Highest efficiency of all thin-films: Shell module has world record efficiency of 13.5 %

Superior energy yield Better reliability

Low direct materials cost

Uniform appearance / aesthetics

Solar: New Generation CIS

FID 11/06 to form JVAvancis

with

Saint-Gobain: 20MW joint facilityplanned for 2008



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WindEnergy: Developer, Owner & Operator

Total capacity*

849 MW (Shell share: 416MW) * Based on completion of offshore windfarm Egmond aan

Zee

Harburg, Germany3.6MW Blyth Offshore, UK

3.8MW

White Deer, Texas 80MWCabazon Pass, California

41MW

Whitewater Hill, California61.5 MW

Rock River, Wyoming50MW

La Muela, Spain99MW

Colorado Green162MW

Brazos, Texas160MW

Top of Iowa80MW

Egmond aan Zee, Netherlands

108MWThis project is now being developed

FID on Mount Storm, West Virginia

160MW



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Some Assumptions and Ideas Hydrocarbons will continue to provide the foundation of the world energy supply for at least the rest of the

century

Gas and Unconventionals growing components of energy mix

The challenge - to develop technology and hydrocarbon resources in environmentally and sociallyresponsible ways

One of the broadest portfolio of alternative energies

Leader in GTL; developing advanced bio-fuels (BtL) & longer-term future fuels, such as Hydrogen We are active in the development of a number of alternative energy sources. We are the largest distributor of

bio-fuels worldwide, and one of the biggest investors in wind energy. We are investing in new technology,such as 2nd generationbio-fuels, thin-film solar and hydrogen

We are a leader in unconventional oil and gas technology, and we have a portfolio of potential growth

opportunities in this area. In developing such resources, Shell will strive for 1st

quartile CO2 performance Playing a leading role in demonstrating ways to manage CO2 responsibly

No need for a trade-off between economic development and action on climate change

The CO2 Challenge cannot be met by one company or the energy industry alone public-privatepartnerships and a strong policy framework is needed

Better and more stable incentives are required for low carbon technologies, including Renewables. Incentives

need to be fairly applied, have a limited timeframe, and be declined over time What to do NOW?

A ton of CO2 stored is a s good as a ton of CO2 avoided, so credited under CDM and EU ETS

A system that allows for joint public private partnerships in the CCS infrastructure

A defined system for long term monitoring

A pipeline for innovative ideas

A regime post 2012



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Thank you

Questions


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