Presentation for ESPO Conference, Gothenburg

Knut Hansen

Senior Vice President, Stora Enso Logistics

2015-05-16

Stora Enso in brief

Stora Enso is the global rethinker of

the paper, biomaterials, packaging

and wood products industry. We

always rethink the old and expand to

the new to offer our customers

innovative solutions based on

renewable materials.

• Approximately 29 000 employees

worldwide

• Sales 2013 EUR 10.6 billion

2 2 Stora Enso 20/05/2014

Cash

Printing and Reading

Nordic market pulp

Low cost base saw milling

Growth

Renewable Packaging

Plantation based pulp

Building and Living

3 20/05/2014 Stora Enso

Source: Euro-Graph

32

34

36

38

40

42

44

46

2007 2008 2009 2010 2011 2012 2013

De

man

d [

Mt/

a]

4

European paper demand

5

Key figures - Stora Enso Logistics

• Procurement logistics services:

~MEUR 1.000/year

• Transport suppliers: 700

• RoRo ships: 6

• Routes: 34.000

• Warehouses:128 in 14 countries

• Containers shipped: 500 /day

• Break bulk shipped: 22 000 tons /day

• Call offs: 3.500 /day

• Way bills: 3.000 /day

• Invoice transactions: 7.165 /day

• Transport claims: 27 /day

Figures for 2012

6

Transport volumes and distribution by mode/service

13 Million tons of paper, pulp and board

6 million m3 of sawn timber

Transport cost of MEUR 1.000 /year

33%

10%

15%

12%

28%

2%

Road

Rail

Oversea

Ports

Shortsea

Terminals

Transport cost distribution Annual total transport volumes

7

Montes del Plata pulp mill, Uruguay

8

Stora Enso Global Ocean Container volume 2014

Far East 106 268 TEU

South

America 18 798

TEU

Mediterranean 42 220 TEU

Africa 8 516 TEU

North

America 9 006 TEU

Middle East 29 990 TEU

Australia NZ 18 433 teu

TEU

Total volume

233 188 TEU or

2,6 million tons

8 Stora Enso

9

Stora Enso Short Sea Services (4S)

Kemi / Oulu

Gothenburg

Lu

be

ck

Kotka

Tilb

ury

An

twe

rp

Gd

yn

ia

Bilb

ao

Zee

bru

gge

Imm

ingh

am

May 20, 2014 Presenter name 10

Land Transport Port of Gothenburg Zeebrugge Line

4 trains/day 25.000 SECU/year

5 sailings/week

Sweden – Gothenburg/Zeebrugge - Continental Europe

06/08/20039

Transport and Distribution

4.8

00

mm

3.600 mm Profile C

Loading capacity

Profile C

4,5 tonnes per meter

Conventional wagon

2,5 tonnes per meter

+ 80%

Intermodal – from mode to networks

11

• Loading Capacity SECUs

– 4,5 tonnes per meter

• Conventional wagon

– 2,5 tonnes per meter => + 80%

• Rail waggons with ISO Container

– 1 tonnes per meter => + 450%

Load Profile C

- Sweden

12

Break bulk – timber, pellets and wood

13

Vessel bunker consumption ton per 24h at various speed

TransPulp

TransPaper

TransTimber

Key issues related to sea transports

14

Price / Cost

Service / Volatility Transit time

Ports

Environment Service offering

15

Ports – if wishing to be part of our supply chain

1. COST

2. RELIABILITY

3. AGILITY

0,00

5,00

10,00

15,00

20,00

25,00

1993

1994

1995

1996

1997

1998

1999

2000

2001

2002

2003

2004

2005

2006

2007

2008

2009

2010

II/20

11

Ahtaajat

Paperiteollisuus

Säännöllisen työajan ansio, €/tunti

Lähde: EK

41189

37157

49866

0

5000

10000

15000

20000

25000

30000

35000

40000

45000

50000

Luokanopettaja Sairaanhoitaja Ahtaaja, vakinaiset

Laskennallinen kokonaisansio vuodessa, €, Luokanopettajat ja sairaanhoitajat 2010,

kokonaisansio/kk x 12,6, ahtaajat, tehdyn työajan tuntiansio 2/2011 x 170 x 12,6

Lähde: Tilastokeskus, EK

May 20, 2014 18

May 20, 2014 19