Oil & Gas Market Recovery and Performance Update slide image

Oil & Gas Market Recovery and Performance Update

APAC, CEOR and oil sands tailings provide strong growth opportunities ↑ WATER TREATMENT IN APAC . • • Largest and fastest growing water treatment market Expected market CAGR -5%. until 2030 Fragmented market; many local players with local manufacturing GROWING NEED FOR POLYMERS ↑ OIL SANDS TAILINGS Market growth driven by regulatory liability to treat tailings from oil sands in Canada Market expected to grow significantly into 2030s with tailings remediation demand expected to continue for at least the next 50 years CEOR Exploration and drilling of new oil wells increasingly expensive; ensuring most efficient use of current wells Market expected to grow clearly until 2030, more moderate growth until 2050 KEMIRA POSITION Mainly export business, focus on premium segment Kemira APRIL 27, 2021 INVESTOR PRESENTATION KEMIRA POSITION Strong relationship with all oil sands operators KEMIRA POSITION Serving customer in the North Sea, several other customer pilots ongoing IL 41
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