Siemens Energy Sector © Siemens AG 2008 Energy Sector Version 3.1 - May 2008 Energy is an essential part of our daily lives Industry Education Mobility Workplace Entertainment Homes Healthcare Cities Lighting Slide 1 May 2008 Energy Sector © Siemens AG 2008 1 Energy supply in the future will place major challenges on the infrastructure Three global megatrends in the energy sector Demographic dynamics Resource scarcity Environmental focus Population growth: 7.5 bn in 2020 (+1.1 bn) Power consumption: +5.2% p.a. in emerging regions and 1.4% in developed world Geopolitics: 70% of world oil and gas supplies only in a few countries Fuel diversity: 100% increase in oil prices over last 2 years accelerates shift to broader fuel mix Global emissions: 40% increase in air pollution over past 20 years Megacities (>10 million): 22 new megacities in 2015 Slide 2 May 2008 Climate change: Global warming limited to an average increase of 2 degrees Celsius Energy Sector © Siemens AG 2008 Renewables are gaining in importance – but fossil fuels will continue to be the mainstay Power generation (in TWh1) ) Renewables (excl. hydro) in 2005: 400 TWh (2% of total) 35,000 Renewables (excl. hydro) in 2030: 3,200 TWh (9% of total) Hydro 2.7 % p.a. 15% Geothermal 14% Solar 1% 18,000 16% 28% 55% Biomass Wind 23% 13% 6% Biomass 29% Oil 15% 7% 20% Geothermal Gas 16% Others 1% Solar Nuclear 3% Fossil fuels 67% 62% Wind 51% Coal 36% 40% 2005 Source: Siemens Energy Sector, GS4 base case Slide 3 May 2008 2030 1) Terrawatt-hours Energy Sector © Siemens AG 2008 2 There are major regional differences in the growth of power demand Development of power demand by region (in TWh1) ) 35.000 2.7%/a 27.000 14% 8% 18.000 17% 10% 13% Western Europe 8% Eastern Europe / CIS 46% Asia 44% 33% Americas 27% 33% 7% 2005 7% 2015 Source: Siemens Energy Sector, GS4 base case Slide 4 25% Africa / Middle East 8% 2030 1) Terrawatt-hours May 2008 Energy Sector © Siemens AG 2008 Siemens Energy Sector – Answers for energy supply Energy products and solutions - in 6 Divisions Oil & Gas Slide 5 Fossil Power Renewable Generation Energy May 2008 Energy Service Power Transmission Energy Sector Power Distribution © Siemens AG 2008 3 Oil & Gas Division Portfolio CEO Gas turbines (< 50 MW) Steam turbines(≤ 200 MW) Compressors and compression solutions for the process industries Oil & gas solutions incl. power supply systems (Up-, Mid- and Downstream) Municipial and industrial power generation Dr. Frank Stieler 10,740 (fiscal 2007) References Siemens is the world market leader for compressors with extremely low intake temperatures like those required in LNG (liquefied natural gas) plants. Innovation highlight The ECO-II compressor is the only centrifugal compressor with gas-tight casing currently available. Slide 6 Employees May 2008 Energy Sector © Siemens AG 2008 Broad range for 50- and 60-Hz-grids and drive application SST-9000 1500 U/min SST-8000 SST-6000 1.200 700 SST-5000 300 SST-4000 SST-3000 250 200 SST-1000 SST-900 180+ 150 SST-800 SST-700 130+ SST-500 SST-400 65 SST-300 SST-200 50 10 SST-100 9 Slide 7 Industrial Steam Turbines of PG I 100 85 SST-600 STE 1.900 1.100 0,45 - 5 May 2008 Energy Sector © Siemens AG 2008 4 STE - Turbines Portfolio SST-120 up to 10 000 kW SST-110 up to 7 000 kW SST-060 up to 5 000 kW SST-050 up to 750 kW Slide 8 May 2008 Energy Sector © Siemens AG 2008 STE - Turbines Technical basic values Live steam pressure: 3 – 131 bar_a Live steam temperature: dry sat. - 530°C Exhaust steam pressure: 0,08 – 29 bar_a Speed: 500 – 23 000 1/min Power: up to 10 000 kW Slide 9 May 2008 Energy Sector © Siemens AG 2008 5 STE - Turbines Products & markets SST-110 (TWIN-type) ⇒ example Live steam Power generation from biomass (Munksjö Paper) Live steam Operating data: Slide 10 Live steam pressure: Live steam temperature: Condensing pressure: Electrical output: 36,0 bar a 400°C 10,0 / 4,0 bar a 4 100 kWe May 2008 Energy Sector © Siemens AG 2008 STE-Turbines Products & markets Tandem ⇒ example Live Steam Cogeneration (Kemira) Operating data: Slide 11 Live steam pressure: Live steam temperature: Back pressure: Electrical output: May 2008 46,0 bar a 450°C 26,0 / 6,0 / 0,7 bar a 7 235 kWe Extraction Energy Sector © Siemens AG 2008 6 Our Turbine & Turboset Business SST-200 General: Geared or direct drive turbine suited to both generator and mechanical drives for standardized applications for industry and power generation Technical Data: Power output: Inlet pressure: Inlet temperature: Controlled extractions: Exhaust pressure: psi Rotational speed: Slide 12 May 2008 up to 10 MW 80 bar / 1,160 psi 480 °C / 896 °F up to 16 bar / 232 psi vacuum up to 10 bar / 145 up to 14,600 rpm Features: • Backpressure / condensing type • Package unit design • Downward exhaust • API - conforming • Customized steam path • High speed Energy Sector © Siemens AG 2008 Our Turbine & Turboset Business SST-300 General: Geared turbine for generator drive – compact and flexible design with a high degree of standardization for industry and power generation applications Technical Data: Power output: Inlet pressure: Inlet temperature: Double controlled extraction: Exhaust pressure: psi Rotational speed: up to 50 MW 120 bar / 1,740 psi 520 °C / 968 °F up to 16 bar / 232 psi vacuum up to 16 bar / 232 up to 12,000 rpm Features: • Backpressure / condensing type • Package unit design • Pre-engineered turbine modules, modular peripherals • API-conforming • Radial/axial exhaust • Customized steam path Slide 13 May 2008 Energy Sector © Siemens AG 2008 7 Our Turbine & Turboset Business SST-400 General: Geared turbine for generator drive – compact and flexible design with a high degree of standardization for industry and power generation applications Technical Data: Power output: Inlet pressure: Inlet temperature: Double controlled extraction: Exhaust pressure: Rotational speed: up to 65 MW 120 bar / 1,740 psi 520 °C / 968 °F up to 45 bar / 653 psi vacuum up to 25 bar / 363 psi 3000 – 8,000 rpm Features: • Backpressure / condensing type • Semi-package unit design • Pre-engineered turbine modules, modular peripherals • Double extraction • Radial/axial exhaust • Customized steam path Slide 14 May 2008 Energy Sector © Siemens AG 2008 Our Turbine & Turboset Business SST-500 General: Geared or direct drive turbine suited to both generator and mechanical drives to accommodate large volume flows; typical used as low pressure casing in two cylinder applications – tailor made applications for industry and power generation Technical Data: Power output: Inlet pressure: Inlet temperature: Rotational speed: up to 85 MW 30 bar / 435 psi 350°C / 662°F 3,000 – 15,000 rpm Features: • Double-flow condensing turbine • Standard turbine modules, modular peripherals • Throttle controlled • With or without uncontrolled extractions • Highly customized design Slide 15 May 2008 Energy Sector © Siemens AG 2008 8 Our Turbine & Turboset Business SST-600 General: Geared or direct drive turbine suited to both generator and mechanical drives; tailor-made applications for most complex processes in industry an power generation Technical Data: Power output: Inlet pressure: Inlet temperature: Double controlled extraction: Exhaust pressure: Rotational speed: up to 100 MW up to 140 bar / 2,031psi 540 °C / 1,004 °F up to 45 bar / 653 psi vacuum up to 55 bar / 798 psi 3,000 – 16,000 rpm Features: • Backpressure / condensing type • Package unit design • Inner casing for high inlet steam parameters • Steam injection possible • API-conforming Slide 16 May 2008 Energy Sector © Siemens AG 2008 Our Turbine & Turboset Business SST-700 General: Dual-casing turbine; consisting of geared HP module and LP, each module can be used independently or can be combined for optimal configuration – used for power generation applications, especially in combined cycle Technical Data: Power output: Inlet pressure: Inlet temperature: Reheat temperature: Exhaust pressure: Rotational speed: up to 130 MW 165 bar / 2393 psi 585 °C / 1,085 °F 415 °C / 779 °F vacuum up to 40 bar / 580 psi 3,000 – 13,200 rpm Features:. • Backpressure / condensing type • Parallel arrangement possible • Customized steam path • simple extraction in crossover pipe • Axial/downward exhaust Slide 17 May 2008 Energy Sector © Siemens AG 2008 9 Our Turbine & Turboset Business SST-800 General Direct drive turbine with reverse flow design for generator drive; tailor-made applications for most complex processes in industry and power generation Technical Data: Power output: Inlet pressure: Inlet temperature: Double controlled extraction: Exhaust pressure: psi Rotational speed: up to 150 MW 140 bar / 2031 psi 540 °C / 1,004 °F up to 40 bar / 580 psi vacuum up to 14 bar / 203 3000 / 3600 rpm Features • Backpressure / condensing type • Package unit design • Inner casing for high inlet steam parameters • Steam induction possible • Radial and axial exhaust Slide 18 May 2008 Energy Sector © Siemens AG 2008 Our Turbine & Turboset Business SST-900 General: Single casing turbine for 2-pole-generators for power generation and industry; SST-900 RH – dual casing turbine for reheat applications Technical Data: Power output: Inlet pressure: Inlet temperature: Double controlled extraction: Exhaust pressure: Rotational speed: up to 180 MW 165 bar / 2,393 psi (with reheat) 585 °C / 1085 °F (with reheat) up to 55 bar / 798 psi vacuum up to 16 bar / 232 psi 3,000 / 3,600 rpm HP up to 13,200 rpm Features: • Backpressure / condensing type • Pre-engineered turbine modules • Customized steam path • Axial/downward exhaust Slide 19 May 2008 Energy Sector © Siemens AG 2008 10 Renewable Energy Division Portfolio CEO Wind turbines (on- and offshore) and services Stake in Voith-Siemens Hydro (35%) Dr. René Umlauft Employees 3,290 (fiscal 2007) References Innovation highlight SWT-3.6-107 with a capacity of 3.6 MW, the world’s most powerful seriesproduced wind power system for offshore applications Slide 20 With the Siemens wind power systems installed since 2003 (combined capacity of 3300 MW) as much as 8 million t CO2 can be saved annually. That is approximately equivalent to the emissions in Latvia. May 2008 Energy Sector © Siemens AG 2008 Energy Service Division Portfolio CEO Services for oil & gas and industrial applications Randy Zwirn Operating power plant services e.g. spare parts, long-term service agreements, maintenance and repairs, modernization and upgrades Employees Location in Sweden Finspång Offers service for both steam and gas turbines Slide 21 May 2008 11,780 (fiscal 2007) References Servicing more than 550 GW of the Siemens fleet plus licensee. Business operated through 48 regional offices worldwide with over 4,000 employees in field service. Energy Sector © Siemens AG 2008 11