XXXXXXXXXX SUPPLY CHAIN - PORTUGALXXXXXXXXXX XX, XXXXXXX 2017 2018 | CONFIDENTIAL INFORMATION | ALL RIGHTS RESERVED | ASM INDUSTRIES® MOD SC013 R01 ASM INDUSTRIES |OFFSHORE RENEWABLE

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2018 | CONFIDENTIAL INFORMATION | ALL RIGHTS RESERVED | ASM INDUSTRIES® MOD SC013 R01

RENEWABLES & MARINE SUPPLY CHAIN - PORTUGAL

MUSEU DO ORIENTE, 04-12-2018

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OFFSHORE RENEWABLE MARKET

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ASM INDUSTRIES | OFFSHORE RENEWABLE MARKET

USA • 30 MW - Block Island OW Farm - RI

• Jacket foundations

MA : 1.6GW LegislatedMandate;firstauctionsin2017/18

NY : 2.4GW Target;AnnouncedbyGovernorCuomoJan2017

TODAY EUROPE

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EUROPE

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EUROPE

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By 2020 56 MW wave & tidal 527 MW offshore wind

PORTUGAL

By 2050 1460 GW offshore wind 2188 GW ocean energy (wave & tidal)

EUROPE

By 2050 31150 GW offshore wind 4748 GW ocean energy (wave & tidal)

WORLD

BIG SCALE BIG ROLE OF STEEL INDUSTRY

SUPPLY CHAIN 1- European Wind Energy Association

2- EU Ocean Energy Association

3- International Energy Agency

4- Greenpeace Advanced Energy

5- PNAER

MAIN FIGURES

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MARINE RENEWABLE ENERGY PROJECTS (TYPE / TECH)

WAVE

TIDAL

OFFSHORE

WIND

FABRICATION – MASSIVE USE OF STEEL

lower tech maturity greater tech maturity

POTENTIAL / OPPORTUNITIES

http://www.google.pt/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=d33hHW-AGkLioM&tbnid=RBGBdssnXS1SbM:&ved=0CAUQjRw&url=http://goodcleantech.pcmag.com/tag/40382-tidal-power&ei=-NOEUvL4Dqf84APJhICABA&bvm=bv.56343320,d.dmg&psig=AFQjCNHwNJUXpVjRINClsITaBgOaEpPdEg&ust=1384523036877470

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MARINE RENEWABLE ENERGY PROJECT (STEPS)

Development

Design

Construction

Installation

O & M

STEEL WORKS - FABRICATION STEEL WORKS – SHIPYARDS &

PORTS

POTENTIAL / OPPORTUNITIES

http://www.google.pt/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=yYAbyeGQEg4g1M&tbnid=5BLz3QKQE-UHuM:&ved=0CAUQjRw&url=http://www.tokhos.no/menu-showcase/project-development.html&ei=7rWEUsTgGY7a4APUkoGQAQ&bvm=bv.56343320,d.dmg&psig=AFQjCNFpQ45jLMxalLeEbLyo5g5Lekp1Ew&ust=1384515410601228

http://www.google.pt/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=yYAbyeGQEg4g1M&tbnid=5BLz3QKQE-UHuM:&ved=0CAUQjRw&url=http://www.alpenparks.com/de-real-estate-project-development.htm&ei=AraEUtjpI_Td4AP_hoDoBw&bvm=bv.56343320,d.dmg&psig=AFQjCNFpQ45jLMxalLeEbLyo5g5Lekp1Ew&ust=1384515410601228

http://www.google.pt/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=Q0oDqRCOIvJznM&tbnid=u5CX34IIDqeh4M:&ved=0CAUQjRw&url=http://www.managenergy.net/focus_on_june_2012_samso_.html&ei=IrmEUsLWF6nb4AP-woCIBQ&psig=AFQjCNGgpCxVMPNZSfmScBiu9GPvjqXXQA&ust=1384515751122378

http://www.google.pt/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=-_B92UeHqqZqCM&tbnid=3tZEwSUPAQS_HM:&ved=0CAUQjRw&url=http://subseaworldnews.com/2013/07/09/fugro-survey-vessel-christened-at-fassmer-shipyard-in-germany/&ei=U7uEUueJL8Wq4AO8_oGwDA&bvm=bv.56343320,d.dmg&psig=AFQjCNFKXU3gBxPTgQcQ4tLAon3KlBb92Q&ust=1384516613548283

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• POEM / PILOT ZONE

• LONG COAST

• 1 700 000 km² of Exclusivity Economic Zone

(proposal in UN ~ 3 800 000 km²)

• LONG TRADITION IN METAL INDUSTRY

• COMPETITIVE INDUSTRY

• PORTS / SHIPYARD

• STRATEGIC LOCATION

PORTUGAL

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PORTUGAL

• INFRASTUCTURES

• LOGISTICS (access to the ports)

• LONG TERM POLICIES (internal and external level)

• SKILLED AND ESPCIALIZED PEOPLE

• ENERGY PLANS & EUROPEAN INTERCONNECTION

• TECHNOLOGY (deep waters)

• INVESTMENT (infrastructures, facilities)

• COOPERATION FILOSOPHY AMONG MAIN

STAKEHOLDERS

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ASM INDUSTRIES STRATEGY

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ASM GROUP

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ASM INDUSTRIES | ASM GROUP FIGURES

MAJOR MARKETS: -EUROPE

-AFRICA

-SOUTH AMERICA

+500 COMMITED,

QUALIFIED AND

MOTIVATED

WORKERS

10 FABRICATION

FACILITIES

38 YEARS OF

EXPERIENCE

+90% FOR

EXPORTATION +50M€ REVENUE

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ASM INDUSTRIES | ASM GROUP BUSINESS AREAS

ASM METAL ASM GLOBAL

ENGENEERING ASM INDUSTRIES

OIL & GAS

PRESSURE VESSELS &

SPECIAL EQUIPMENTS

TRANSPORT

ROAD TANKERS, ISO

CONTAINERS, TRAILERS

RENEWABLES & MARINE WIND TOWERS

OFFSHORE FOUNDATIONS

MARINE STRUCTURES

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ASM INDUSTRIES | BUSINESS LINES

WIND TOWERS

OFFSHORE FOUNDATIONS

MARINE STRUCTURES

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ASM INDUSTRIES | WIND TOWERS

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ASM INDUSTRIES | OFFSHORE FOUNDATIONS

MONOPILE TRIPODE JACKET JACKETS FLOATING MONOPILE TRANSITION PIECE TRANSITION PIECE LEGS UPPER BEAMS

TRANSITION PIECE SECONDARY STEEL SECONDARY STEEL BRACES LOWER BEAMS

SECONDARY STEEL TUBULARS UPPER FRAME X & K-JOINTS TRUSSES

LOWER FRAME SUCTION BUCKETS COLLUMNS

PILES FLOATIN TANKS

PILE CLUSTERS

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ASM INDUSTRIES | MARINE STRUCTURES

BOUYS TIDAL STRUCTURES WAVE STRUCTURES AQUACULTURE

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FABRICATION UNITS

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ASM INDUSTRIES | FABRICATION UNITS

SEVER DO VOUGA

AVEIRO PORT

LISNAVE SHIPYARD

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ASM ENERGIA | GENERAL INFORMATION

+25 000 TON OF STEEL PROCESSED / YEAR

+ 640 TOWER SECTIONS PER YEAR

ONSHORE WIND TOWERS & TUBULARS

SEVER DO VOUGA, PT

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ASM ENERGIA | CAPACITY

DIAMETERS

Up to 4,7 m

THICKNESSES

Up to 118 mm

UNIT WEIGHTS

Up 80 ton

GROWING LINES

2

TOTAL AREA

60.000 m2

FABRICATION AREA

13.000 m2

STORAGE AREA

10.000 m2

BLUE COLLARS

+ 130

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ASM OFFSHORE | GENERAL INFORMATION

START OF OPERATION - 1Q 2019

30 000 000 € INVESTMENT

35 000 TON OF STEEL PROCESSED / YEAR

OFFSHORE WIND TOWERS & FOUNDATIONS

AVEIRO PORT, PT

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ASM OFFSHORE | CAPACITY

DIAMETERS

Up to 10 m

THICKNESSES

Up to190 mm

UNIT WEIGHTS

Up to 450 ton

GROWING LINES

3

TOTAL AREA

~72 000 m2

FABRICATION AREA

~22 000 m2

STORAGE AREA

~28 000 m2

PRIVATE QUAY

200 m

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ASM OFFSHORE | CONSTRUCTION SITE VIEW

http://www.skyphoto.pt/Panoramas/______2016/Aveiro/Porto/1.ht

ml

https://youtu.be/vmC6Nujw7A0

http://www.skyphoto.pt/Panoramas/______2016/Aveiro/Porto/1.html

http://www.skyphoto.pt/Panoramas/______2016/Aveiro/Porto/1.html

https://youtu.be/vmC6Nujw7A0

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ASM OFFSHORE | CONSTRUCTION SITE VIEW

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ASM OFFSHORE |

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ASM MARINE | GENERAL INFORMATION

OPTIMAL FOR HEAVY ASSEMBLY WORKS

COAST FRONT LOCATED & DRY DOCK FACILITY

HIGH LEVEL OF FLEXIBILITY ON PRODUCT

ALLOCATION

OFFSHORE FOUNDATIONS & MARINE

STRUCTURES

LISNAVE SHIPYARD, SETÚBAL, PT

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ASM MARINE | CAPACITY

DIAMETERS

Up to 13m

THICKNESSES

Up to 150 mm

LIFTING WEIGHTS

Up to 400 ton

GROWING LINES

2

TOTAL AREA

~150 000 m2

FABRICATION AREA

~42 000 m2

STORAGE AREA

~100 000 m2 300 m

PRIVATE QUAY & DRY

DOCK

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PRODUCTS

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ASM INDUSTRIES | PRODUCTS / PROJECTS

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ASM INDUSTRIES | TRACK RECORD

+ 4800 WIND TOWER SECTIONS WORLDWIDE

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ASM INDUSTRIES | PRODUCTS / PROJECTS

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WINDFLOAT 1

https://youtu.be/Yh9tC5Y_iCo

https://youtu.be/Yh9tC5Y_iCo

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ASM INDUSTRIES |

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WINDFLOAT 1 RETROFIT

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WINDFLOAT ATLANTIC

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STRATEGIC LOCATION

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ASM INDUSTRIES | STRATEGIC LOCATION

ADAPTATION . FLEXIBILITY . LOGISTICS SUPPORT . COMPETITIVNESS . CAPACITY

RESPONSE

RISK MANAGEMENT . DRIVING THE COSTS DOWN

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ZONA INDUSTRIAL DOS PADRÕES 3740-295 SEVER DO VOUGA T: +351 234 590 500 www.asm-industries.com

THANK YOU FOR YOUR ATTENTION !

Documents

XXXXXXXXXX SUPPLY CHAIN - PORTUGALXXXXXXXXXX XX, XXXXXXX 2017 2018 | CONFIDENTIAL INFORMATION | ALL RIGHTS RESERVED | ASM INDUSTRIES® MOD SC013 R01 ASM INDUSTRIES |OFFSHORE RENEWABLE