Investor Presentaiton
Significant A&NZ infrastructure investment
Approximate Identified CY
Invest/Capex $ spend $
Growth
dynamics
1
Rising Asia
~$500B
urbanization
~$100B
Market opportunity
Massive long-term mineral & energy
investment
• Largest LNG exporter by '17
•
GE opportunity
$3B LNG projects won,
$3B+ to go + services
Environmental
2
regulation
~$40B
~$10B
3
High population ~$220B
growth
~$20B
•
4
Mid market
financing
~$35B
SAS
Price on carbon → ETS; 20%
renewables by '20 & brown coal to
gas transition
• Leading water treatment regulations
Population growth #1 in OECD...
+5.8% ('08-'10)
• 84% domestic air travel since '01
•
5% peak increase in energy demand
Well regulated & capitalized market
• European banks retracting ... mid
market opportunity for GE Capital
• Wind, $16B+ & ~$4B gas
•
•
.
CSM water treatment
Healthcare spend up 200 bp
to 11% of GDP by '15
GENX engines, won
• Major city LED projects
• $10B+ incremental
commercial finance market
imagination at work
~$30B opportunity for GE products & services
62
GE Global Investor Day
March 7, 2012View entire presentation