myanmar aebf panel pitch
TRANSCRIPT
See tutorial regarding confidentiality disclosures. Delete if not needed. 2
Tight OPEX spending in MyanmarMyanmar upstream spending trends by area (’12-’25E)
2016
2012
2013
2015
2019E
2020E
2021E
2022E
2023E
2024E
2025E
2018E
2017E
2014
Capex Exploration Capex Opex CAGR (’16-’2
5)
19%
11%
0%
Source: Rystad
($M)
See tutorial regarding confidentiality disclosures. Delete if not needed.
OEMs can be a partner to streamline OPEX
3
Myanmar OPEX spending by category (’16’-25E)
Source: Rystad
OPEX
Transport
SG&A
Production
Abandon
(100%)
Internal
DrillingTransport
Subsea equipment, installSeismic, G&G
Rigs/Drilling contractors
Operational
Maintenance
Produc-tion
Well service Electro and power Instruments
Mainte-nance
Offshore facility
InspectionControl room
ValveOnshore facility
Service contracts
Metal pipe
See tutorial regarding confidentiality disclosures. Delete if not needed. 4
PartnershipContractual Service Agreement
People
Dedicated Personnel
• Certified Field Service Engineers
• Contract Service Manager
Maintenance
On-Board Between
Well Maintenanc
e
• Planning• Executio
n• Reportin
g
Parts
Spare Parts for Routine Maintenanc
e
• Capitals• Inventori
es
CBM
Regular CBM
Inspections
• In-Situ Inspections
• Asset Tracking
Overhaul & Repair
Shore-based
Component O&R
• Pods• Bonnets• BOPs• H-4s
Monitoring
BOP Monitoring
• Sealytics®
• Health Diagnostics
• Analytics
Performance Guaranteed – Day RateAligned with Customer Deliverables
A Collaborative Approach
See tutorial regarding confidentiality disclosures. Delete if not needed. 5
GE O&G Digital as enabler for further efficiency
PROVIDING DIGITAL PRODUCTS, SERVICES & SOLUTIONS
DIGITIZING & OPTIMIZING OUR
OPERATIONS
POWERED BY PREDIX
Connecting, monitoring and optimizing our
customers’ equipment and operations
Connecting and digitizing our internal
operations, from commercial to engineering to
manufacturing and project management
CONNECTED BY THE DIGITAL THREAD
ENGINEERING
PROJECT MANAGEMENT
SUPPLY CHAIN
Our digital solutions will go beyond equipment, driving system-wide improvements across plants, facilities and oilfields & optimizing c-level
decisions
EXTERNAL INTERNAL