Date post: | 06-Jul-2018 |
Category: |
Documents |
Upload: | kazim-raza |
View: | 227 times |
Download: | 0 times |
of 16
8/17/2019 AREVA Presentation Kazim Raza Syed
1/16
Corporate Strategy PresentationKAZIM RAZA SYEDME3 2015-17
1
8/17/2019 AREVA Presentation Kazim Raza Syed
2/16
Tobetheleadingcompanyinpowergenerationwithlesscarbon
AREVAintendstogranta
cleaner safer and more
economical energy tothe
numberofpeople.Thegr
arangeofinnovative techforproducing energy with
greenhouse gas emission
8/17/2019 AREVA Presentation Kazim Raza Syed
3/16
To be a major player in the energytransition
To build the future of nuclear power, inorder to consolidate its safety andcompetitiveness
To become a European leader inrenewable energies
To pursue our policy of being informative,open to dialogue and transparent
“ACTION 2016” decisive strategic choices
paving the way to the future
8/17/2019 AREVA Presentation Kazim Raza Syed
4/16
Mines:Uranium mines, exploration and operation
Front End:Uranium conversion and enrichment, nuclear fuel desig
Reactors and Services:Design and construction of nuclear reactors and propulsion anmaintenance of nuclear power plants
Back End:Used nuclear fuel recycling, transportation, clean-up an
Renewable Energies:Wind Energy, Bioenergy, Solar Power and Hydrogen Power so
8/17/2019 AREVA Presentation Kazim Raza Syed
5/16
Areva operatesworldwide
8/17/2019 AREVA Presentation Kazim Raza Syed
6/16
Areva wascreatedon3September2001,bythemergerofFRAMATOME (nowArevaNP),COGEMA (now ArevaNC)andTECHNICATOME
(nowAreva TA)
Framatome andSofficiallycooperatidevelopmentofthPressurizedReacSiemenssolditsr
Areva NP
8/17/2019 AREVA Presentation Kazim Raza Syed
7/16
PPOLITICAL
EECONOMIC
SSOCIAL
TTECHNOLOGY
EENVIRONMENTAL
• Govt.PoliciesSupport
• EnergyIndependence
• Politicalpressuredue
tocustomer
• Highinitialinvestment
• Economicausterity
• Fluctuatingfossilmarket
prices
• Imageofnuclear:Atomicbomb!!
• Publicopposition&Anti-nuclear
associations(Green-peace)
• LowPublicawareness
• StrongR&D,increased
safetypushesindustry
investment
• GenerationIII&IVReactor
• FewTechnologicalTransfer
• LowCO2emissio
stableenergy
generation
•
NuclearWastedi• Postdisasteracti
• S
• N
• M
b
8/17/2019 AREVA Presentation Kazim Raza Syed
8/16
• MarketLeaderinNuclearReactorconstructionandservices
• OneoftheleadersinNuclearfuelsupply.
• DesignofGenerationIIIEuropeanPressurizedReactor(EPR)
8/17/2019 AREVA Presentation Kazim Raza Syed
9/16
• Presenceacrossfullnuclear
valuechain
• Unrivalledskillbaseknow-
howandabilitytoofferawide
rangeofservicestoits
customers.
• FrenchStatebackingand
policytowardsnuclearsector.
• SkilledManpower
developmentthrough
collaborationwithworld’s
leadingresearch
organizations
8/17/2019 AREVA Presentation Kazim Raza Syed
10/16
Date: March 11, 2011Earthquake intensity scale: 9Time for impact of Tsunami waveon plant = 50 mins
Number of units on FukushimaDaiichi Plant = 6Scale on INES = 7
• Germany and Switzerland ca
for replacing their old nucleaGermany also decided to deaexisting plants.
• UK delayed some of its nuclecheck.
• Italian public also oppose therevival.
• In the US, this disaster haltednuclear renaissance.
A:Pow er stat ion bui ld ings B:pea k he igh
level o f si te D:ave rage sea level E: Sea
8/17/2019 AREVA Presentation Kazim Raza Syed
11/16
• Total 20 Nuclear reactors closeddown world wide (within 24months) (Current total number ofreactors = 437)
•
Price of Uranium dropped from$130/lb to $50/lb. (FT times)• AREVA share prices fell from
€30.68 to €10 within one year.• 1500 job cuts in AREVA Germany
and froze hiring elsewhere.• Positive: AREVA involved in
decommissioning activities
Numb er of new rea c tor co nst ruc t ion per yea r
AREVA sha re p ric es 2011-
8/17/2019 AREVA Presentation Kazim Raza Syed
12/16
• 2003, Finland unveils plan to build newnuclear reactor.
• AREVA and Siemens win contract to build
Reactor side and secondary side respectively.• Fixed Price = € 3.6 billion ; Capacity = 1.6 GW• Time of completion = 2009• AREVA’s first EPR based design
• Completion date delayed several• Project cost have overrun due to
current € 5.7 billions• Owner of Plant TVO suing AREV
delay, compensation € 2.6 billion • AREVA back sued plant owner T
billion for imposing strict securit
8/17/2019 AREVA Presentation Kazim Raza Syed
13/16
• AREVA registered losses of €4.8 billion last year(2014).
• AREVA and Électricité de France (EDF) continue theirdiscussions with a view to the sale of at least 75% ofAREVA NP to EDF.
• Following a two-month period of discussion, AREVAand EDF signed a preliminary memorandum ofunderstanding on July 29 presenting the principalterms and conditions of the plan in order to finalizedefinitive agreements, once the opinions of the socialauthorities of AREVA and EDF have been received.
•
The objective of the parties is to carry out thistransaction in 2016 once the regulatory authorizationshave been.
• AREVA would keep a strategic interest in AREVA NPof at the most 25%, with which governance rightswould be associated suited to AREVA’s status as astrategic minority shareholder.
• Financial bail-out being offered = €2 billion
(approx.)
AREVA’s Shareholder str
8/17/2019 AREVA Presentation Kazim Raza Syed
14/16
WIND
POWERB
SOLARH
8/17/2019 AREVA Presentation Kazim Raza Syed
15/16
8/17/2019 AREVA Presentation Kazim Raza Syed
16/16
• TheNuclearIndustrypromisestogrowwithrenewedinterestfromcountriessuchasChina,U.K,India,SaudiArabiaandmore.
• AREVAhascontinuedtobeamajorplayerinthissectorandhasbeenworkingtowardsexploitationoftheseopportunity.
• SuccessdependentoneffectivenessinsellingitsGenIIIEPRproduct.
•
Utilizationofestablishedchannelstoenterintonewmarketsbasedonlowercarbonemissiongeneration.