2023 Outlook & Conclusion
Diversified both within Main Fuels and towards Specialty Products
Specialty products comprise ~50% of Commercial EBITDA
VIVA
EnergyAustralia
Main Fuels
(Petrol,
Diesel, Jet)
Specialty
Products
Resources
•
Diversified by
customer, commodity
Transport
Marine
Commercial Jet
•
Buses, rail freight,
logistics
Majority back-to-back Carbon solutions
.
⚫ Diesel supply
diversified by
cruise, oil & gas
customers
• Diversified by
domestic,
international, freight
carrier
contracts/w Vitol
offering
Agriculture
Supported by
extensive regional
infrastructure
network
Wholesale
•
Offers secure
supply, greater
pricing certainty
Supported by leading infrastructure, sophisticated supply chain and procurement processes and deep customer relationships
J¦L
H
Bitumen
Marine (Other)
•
Only
producer
and supplier
in Australia
Only supplier of
VLSFO in
Melbourne and
Sydney to
container, coastal
vessels
Regional aviation
Chemicals
Lubricants
•
Only manufacturer of
avgas in Australia
•
Only producer and
supplier of
•
Macro distributor
Supply >60 regional
airports
hydrocarbon solvents
in Australia
Polymers
•
Only
of Shells branded
lubricants (#1
brand worldwide)
manufacturer of
polypropylene
in Australia
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