Petchem Houston Nov14

Nov 19, 2016Download as PPTX, PDF0 likes119 views

This document summarizes the North American downstream market and construction outlook for an EPC contractor. It finds that the forecasted market size for downstream construction projects in North America will grow from $70 billion currently to $135 billion. The largest sectors are expected to be ethylene, LNG, and plastics. However, it notes that project economics remain challenged and the project supply chain is ineffective. It calls for a focus on construction technology and productivity improvements to better ensure project success and capital efficiency.

North American Downstream Market & Construction Outlook
EPC CONTRACTOR VIEW OF THE
DOWNSTREAM MARKET &
CONSTRUCTION OUTLOOK
November 14, 2016
Dean Wenner
EVP & General Manager

North American Downstream Market & Construction Outlook

Ethylene
20%
LNG
64%
Plastics
9%
Petrochemicals
3%
Methanol
4%
North American Downstream Market & Construction Outlook
Ethylene
45%
LNG
28%
Plastics
4%
Petrochem
7%
Methanol
16%
$70B
$100B
Ethylene
34%
LNG
47%
Plastics
6%
Petrochem
4%
Methanol
9%
$135B
Backlog + Planning
Forecast

The US Energy Information Administration this last week raised its 2016 oil demand growth
estimate by 40,000 bpd to 1.33 million bpd.
The agency also raised its 2017 oil demand growth forecast by 180,000 bpd to 1.52 million
bpd.
North American Downstream Market & Construction Outlook
WE MIGHT BE RIGHT!
Will it happen?
Is it sustainable?
What can be done to make
the future business more
predictable?

? Owners need project success and capital efficiency
? Project economics are challenged
? Project supply chain is not effective
Is the focus on construction technology and productivity valuable?
North American Downstream Market & Construction Outlook
We are not enabling construction success
? Late Deliverables
? Inaccurate Deliverables
? Late/Incorrect Materials
? Unexpected issued with work flow impeded or site access in general
Get the engineering right
Get the materials right
Project & Construction Management Leadership
Empower Construction to be GREAT

Significant Demand anticipated
Healthy Portfolio of projects
Business case
Performance improvement
North American Downstream Market & Construction Outlook
Strong Outlook
Let’s make it stronger!

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Petchem Houston Nov14

1. North American Downstream Market & Construction Outlook EPC CONTRACTOR VIEW OF THE DOWNSTREAM MARKET & CONSTRUCTION OUTLOOK November 14, 2016 Dean Wenner EVP & General Manager

2. North American Downstream Market & Construction Outlook

3. Ethylene 20% LNG 64% Plastics 9% Petrochemicals 3% Methanol 4% North American Downstream Market & Construction Outlook Ethylene 45% LNG 28% Plastics 4% Petrochem 7% Methanol 16% $70B $100B Ethylene 34% LNG 47% Plastics 6% Petrochem 4% Methanol 9% $135B Backlog + Planning Forecast

4. North American Downstream Market & Construction Outlook

5. North American Downstream Market & Construction Outlook

6. North American Downstream Market & Construction Outlook

7. The US Energy Information Administration this last week raised its 2016 oil demand growth estimate by 40,000 bpd to 1.33 million bpd. The agency also raised its 2017 oil demand growth forecast by 180,000 bpd to 1.52 million bpd. North American Downstream Market & Construction Outlook WE MIGHT BE RIGHT! Will it happen? Is it sustainable? What can be done to make the future business more predictable?

8. ? Owners need project success and capital efficiency ? Project economics are challenged ? Project supply chain is not effective Is the focus on construction technology and productivity valuable? North American Downstream Market & Construction Outlook We are not enabling construction success ? Late Deliverables ? Inaccurate Deliverables ? Late/Incorrect Materials ? Unexpected issued with work flow impeded or site access in general Get the engineering right Get the materials right Project & Construction Management Leadership Empower Construction to be GREAT

9. Significant Demand anticipated Healthy Portfolio of projects Business case Performance improvement North American Downstream Market & Construction Outlook Strong Outlook Let’s make it stronger!

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Petchem Houston Nov14

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