Mitsui & Co.,ltd · TSE:8031
Mitsui & Co.,ltd — Investor Day (2022)
15 slides from Mitsui & Co.,ltd's investor day presentation, 2022
Slide 1: Path to Green Transformation
Path to Green Transformation Representative Director, Executive Managing Officer Chief Strategy Officer Makoto Sato Mitsui's Forest (Ishii, Hokkaido)
Slide 2: Targets for GHG Reduction
Targets for GHG Reduction Emission Reduction Halve Absorption and GHG impact offset volume Reduction Contribution Opportunity & Transition* Net Zero Emissions *Transition assumes only reduction contribution attributable to the company in the future Copyright © MITSUI & CO., LTD. ALL RIGHTS RESERVED.
Slide 3: Path to Halving GHG Impact
Path to Halving GHG Impact Scope 1 ＋ 2 ＋ Scope 3 Category 15 (investments) (Unit: million MT-CO2e) Start of operations at thermal power plants, etc. Base annual emissions Energy saving, Efficiency, Scope 1 + 2 + Scope 3 Category 15 RE, Asset recycling, etc. 3 Increased reduction contribution Reducti
Slide 4: Progress of Renewable Energy Business
Progress of Renewable Energy Business Transition of Mitsui’s power generation portfolio 16% 13% 18% 15% 18% 18% 23% 5% 36% 3% *1 3% *2 3% 30%～ 2015 2020 Last year Present 2030 (9.6GW) (11.1GW) (11.0GW) (11.1GW) ～ 70% 38% 4% 66% 64% 56% ■Coal ■Oil ■Gas ■Pumped-storage ■Renewable energy *1 As of Decem
Slide 5: Progress of Renewable Energy Business
Progress of Renewable Energy Business Mainstream Renewable Power progress Pre-Development 10+GW Development Construction Operational Project pipeline As of September 30, 2022 (Mitsui's Q3) 19GW * 17.6 GW +2.0GW 0.6 GW ▲0.2GW 0.9 GW +0.2GW As of June 30, 2022 (Mitsui's Q2) 17 GW － － ▲0.1GW As of Marc
Slide 6: Mitsui's Green Transformation
Mitsui’s Green Transformation Present 2030 Natural Forest gas LNG resources LNG Clean Emissions hydrogen credit Bio CCS/ Visualization CCS/ materials SAF CCUS services CCUS Low carbon Green Natural Clean methanol iron SAF ammonia sources Methanol gas Clean Clean ammonia hydrogen Low-carbon Co-firing
Slide 7: Green Transformation in Australia
Green Transformation in Australia Expansion of business that Business initiatives to address climate Decarbonization of resources business addresses climate change change as an opportunity LNG/ LNG/ Hydrogen natural gas natural gas Metallurgical LNG/ Ammonia coal natural gas Thermal coal CCS/ Iron o
Slide 8: Green Transformation in Australia
Green Transformation in Australia Expansion of business that Business initiatives to address climate Decarbonization of resources business addresses climate change change as an opportunity Western Australia Yuri green hydrogen project LNG/ LNG/ Hydrogen Hazer natural gas hydrogen and byproduct Waits
Slide 9: Reducing Supply Chain Emissions through Our Business
Reducing Supply Chain Emissions through Our Business Resource Raw & Transportation Products development Processed materials Recycling, RE･CCS Next-gen fuels EV/FCV weight reduction Upstream Downstream Emissions credit business Copyright © MITSUI & CO., LTD. ALL RIGHTS RESERVED. 9
Slide 10: Governance Framework
Governance Framework Strengthening of oversight by Board of Directors, etc. Status of discussions at Board of Directors meetings ⚫ Content of key proposals and reports FY Mar/2022 FY Mar/2023 ⚫ Clarifying role of Board of ⚫ Director remuneration From FY Mar/2023 linked to ESG Incorporating ESG eleme
Slide 11: Portfolio Transformation and Policies for Driving It
Portfolio Transformation and Policies for Driving It ~FY Mar/2020 FY Mar/2021 FY Mar/2022 FY Mar/2023 Expansion of scenario analysis Start analysis of Expand target business domains Addition of scenarios transition risks • Upstream oil and gas business/LNG business Target businesses • Coal business
Slide 12: Appendix
Appendix MITSUI&CO
Slide 13: Appendix 1: GHG Emissions Breakdown
Appendix 1: GHG Emissions Breakdown FY March 2020 (base year) (Unit: million MT-CO2e) FY March 2022 2030 target Mitsui & Co. and Consolidated Subsidiaries 0.8 0.6 Half (0.4 or less) Scope1+2 4 4 Un-inco JV 3 4 Power Generation Business 19 22 Scope3 Mineral & Metal Resources 8 8 Category 15 32 36 (in
Slide 14: Appendix 2: Evaluation by Society
Appendix 2: Evaluation by Society Trend in scores from Domestic ESG equity indices ESG evaluation institutions 2020 2021 2022 adopted by the GPIF 2020 2021 2022 (as of December 2, 2022) *1 FTSE 3.4 4.1 4.3 ー ー ✔ Not *1 ✔ ✔ ✔ BB A evaluated ✔ ✔ ✔ 94 99 98 （Percentile Score） Selected from 2022 ✔ *2 20
Slide 15: 360° business innovation.
360° business innovation. MITSUI&CO