outlook for japan titanium industry 2011...27th annual conference & exhibition october 3rd, 2011...
TRANSCRIPT
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LOGO
1
Outlook for Japan Titanium Industry 2011
International Titanium Association
27th Annual Conference & Exhibition October 3rd , 2011
Shozo Nishizawa
Chairman of the Japan Titanium Society
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LOGO 2
1. Summary of Japan Earthquake & Tsunami
2. Effects on Japan Titanium Industry
3. Outlook for Japan Titanium Industry 2011
Agenda
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LOGO 3
• We deeply appreciate support from the over 140 countries and titanium concerned friends and companies.
• We are facing unprecedented difficulties since the earthquake & tsunami which occurred on March 11th .
• We are working resolutely toward recovery.
Acknowledgement
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LOGO 4
Japan Earthquake & Tsunami
Fukushima Nuclear Power Plant
• Height of Tsunami about 15 Meters (50ft.)
• March 11th, 2011
• Magnitude 9.0
Earthquake Epicenter
Huge Tsunami Hit Region
• Highest Tsunami 38 Meters (125ft.)
(Waters raged inland to mountains)
• 500km x 200km
Fault Rupture
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LOGO 5
Japan Earthquake & Tsunami
• Number of deaths 15,800
• Number of missing 4,100
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LOGO 6
• Houses & Buildings
swept away or damaged
• Estimated financial loss B$200~B$300
Japan Earthquake & Tsunami
330,000
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LOGO 7
• Operation of power plants near the earthquake epicenter were shutdown.
• As a result, 20~25% of the electricity generation capacity was lost (East Japan).
Japan Earthquake & Tsunami
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LOGO 8
Power shortages destabilized operations at many production plants.
・Electronic Parts
・Iron and Steel
・Nonferrous Metals
・Automobiles
・Chemical Engineering
・Foods
Japan Earthquake & Tsunami
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LOGO 9
Japan Earthquake & Tsunami
Tsunami is coming to Fukushima Nuclear Power Plant.
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LOGO 10
Japan Earthquake & Tsunami
Tsunami is hitting Fukushima Nuclear Power Plant.
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LOGO 11
Traffic and logistics network were seriously damaged .
Japan Earthquake & Tsunami
Swept Tourist Ship Swept Containers Tilted Crane Submerged Sendai Airport Damaged Shinkansen Station Damaged Road
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LOGO 12
Thank you for your heartfelt support.
Japan Earthquake & Tsunami
“友”(TOMODACHI) MEANS
“FRIEND”
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LOGO 13
Japan Earthquake & Tsunami
Infrastructure Restoration
Restoration Date Unserviced Term
Electricity ・20-25% was lost right after
the earthquake
・Gradual increase in
hydroelectric and thermal
power generation
Partial Restriction July - September
Sendai Airport April 13th(Partially Reopened)
July 25th(Fully Reopened)
33 Days
136 Days
Highway March 24th 13 Days
Railway
(Shinkansen)
April 29th (Back to Normal Service)
49 Days
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LOGO 14
Effects on Japan Titanium Industry
●Sponge Producer
●Mill Producer
Tsunami-Affected Region
Fukushima Nuclear Power Plant
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LOGO 15
0
10,000
20,000
30,000
40,000
50,000
60,000
70,000
80,000
2009 2010 2011/4 2011/7 2011/10 2012/1 2012/4
Actual Production & Capacity
Production
Capacity
Working on boosting production capacity of Titanium Sponge Products
Outlook of Japan Titanium Industry 2011
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LOGO 16
Outlook of Japan Titanium Industry 2011
2.0
2.5
3.0
3.5
4.0
'09 '10 '11 '12 '13 '14 '15
(1million ton/ year)
Demand
Supply(Current source)
Supply
Emergence of demand-supply gap
(New sourceincluded)
Demand-supply gap transition of high grade Ti Feedstock
Increasing of gap to be concerned
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LOGO 17
Outlook of Japan Titanium Industry 2011
Rising price of Titanium Sponge Feedstock
100
150
200
250
300
350
400
'03 '04 '05 '06 '07 '08 '09 '10 '11 '12
Feedstock Price (‘03=100 )
?
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LOGO 18
0
5000
10000
15000
20000
25000
2008 2009 2010 2011
Shipments of Mill products
Others
Aerospace
PHE
Electrolysis
Desalination
Power Gen.
Chemical
1st Half
Outlook of Japan Titanium Industry 2011
Mill Products / Actual shipment of 2008 – 2010 and 2011 forecast
Forecast
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LOGO 19
Factors in increase
Outlook of Japan Titanium Industry 2011
Plate Heat Exchanger Power Plant Parts Desalination Plant
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LOGO 20
Topics: Japan Aeroforge Ltd. • Joint Venture to mainly manufacture aircraft forgings
– has been jointly established by:
Hitachi metals, Ltd.
Kobe Steel, Ltd.
IHI Corporation
Kawasaki Heavy Industries, Ltd.
• 50,000 metric ton forging press – Titanium, nickel and high alloy products for aircraft and
power plant
Outlook of Japan Titanium Industry 2011
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LOGO 21
Outlook of Japan Titanium Industry 2011
Topics: Boeing 787 First Regular Flight
on November 1st
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LOGO 22
<Titanium Industry>
• Titanium Sponge
– Working to boost production capacity as scheduled
• Mill Products
– Increasing production trend likely to continue
Conclusion
We will continue to make every effort to ensure stable supply of products to our customers.
・Almost no impact of the earthquake on the titanium industry