EBC Presentation – November 2009Environmental Industry Outlooky

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Environmental Outlook

• Industry Outlook*

– Environmental Market Forecast • ~ 2.5% Growth 2009 – 2010

4 % G h 2011 2012• ~ 4-5% Growth 2011 – 2012

– Business Drivers power environmental industry market more than regulations

– Emerging economies are expanding percentage of globalEmerging economies are expanding percentage of global industry growth*

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**Industry Outlook Data Sources: EBJ, BTI Consulting, Reuters, The EconomistIndustry Outlook Data Sources: EBJ, BTI Consulting, Reuters, The Economist

Environmental Outlook

• Global Economics / Stimulus Spending– Impact of Overall Global Economy and Stimulusp y– National Economic Stimulus Spending

• Cushions effect of economic downturn on environmental marketDi tl / I di tl d i i t l i d t di• Directly / Indirectly drive environmental industry spending

– Representative Stimulus Spending* (*Reuters, The Economist, *Reuters, The Economist, Forbes)Forbes)

C $• China - $586 B• US - $787 B• Germany - $110 B

J $154 B

France - $ 35 B UK - $ 29 B

• Japan - $154 B• Canada - $ 33 B

Australia - $ 27 B Italy $ 10 B

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Environmental Industry Drivers

• Water Scarcity

• Growing Energy Infrastructure Development / Diversification• Growing Energy Infrastructure Development / Diversification

• Growing Sustainability and Corporate Environmental StandardsStandards

• Developing Regulatory Frameworks in Several Emerging EconomiesEconomies

• “Revitalized” EPA in U.S.

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Environmental Industry Drivers

• Water Scarcity – Near-term opportunities

• Stimulus spending in major economies• US stimulus spending restores funding to municipal and state water infrastructure,

Army Corps of Engineers coastal protection• US market-based trading system for water?g y

– Long-term drivers• Drought conditions• Water reuse

D li i• Desalination• Pollution prevention and storm water collection and treatment• Treatment and reuse of industrial wastewater• Aging water / wastewater treatment infrastructureAging water / wastewater treatment infrastructure • New water / wastewater treatment capacity• Ecosystem preservation and restoration

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Environmental Industry Drivers

• Growing Energy infrastructure Development and DiversificationDiversification– Alternative technologies, diversification, and innovation– Much traditional infrastructure development continues in developing

economieseco o es– Development for diversification of energy sources in established economies

of the US and Europe– Nuclear power– Grid-connected renewable energy

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Project Example

– TransWest Express• 600 kV Transmission Line• Environmental Impact Statement for major new line from WY to NV• Will deliver renewable energy to demand centers (now using carbon fuel)• Includes 2,100 miles of transmission line corridors

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Environmental Industry Drivers

• Evolving Legislation and Standards – Growing Sustainability and Corporate Environmental Standards– Growing Sustainability and Corporate Environmental Standards

• Climate change, carbon mgmt, green building, energy efficiency/reporting• Manage corporate reputation / risk with global high standards• Product stewardship, life cycle analysis• Social impact assessment

– Developing Regulatory Frameworks in Several Emerging Economies– “Revitalized” EPA in U.S.

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Project Example

• Arauco Carbon Footprint Analysis– Carbon footprint assessment for the entire

ti f Chil ’ l t f t d toperations of Chile’s largest forest products company

– Staffed by AECOM’s US and Canada environmental engineers and air quality g q yscientists

– Project reinforces Arauco’s reputation as a world leader in sustainable forest management & expands opportunities for ourmanagement & expands opportunities for our L.A. sustainability practice

Proprietary and Confidential 99Environment Business LineEnvironment Business Line

Project Example

New Framework for Managing/Restoring Contaminated LandMalaysia

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Project Example

• Shenzhen River Sediment Remediation – Leading China’s first-ever, comprehensive river

sediment remediation– Diverse global team of AECOM remediation

engineers WNR scientist and PMs from Chinaengineers, WNR scientist, and PMs from China, Hong Kong, Europe and US

– Supported by Water and Urban Development BLs– Multi-year project will establish a sediments y p j

remediation strategy

Proprietary and Confidential 1111Environment Business LineEnvironment Business Line

Project Example

TVA Kingston TVA Kingston –– Failure Modes AnalysisFailure Modes Analysis

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Worldwide Professionals

400+ Offices in More Than 100 Countries3,500

7,50020 500 ,20,500

Americas Europe Asia Pacific Middle East11,500

Americas Europe Asia-Pacific Middle EastCanadaMexicoUnited StatesBrazil

Czech RepublicEnglandFranceGermany

AfghanistanEgyptIraqKuwait

AustraliaChinaHong Kong Malaysia

BoliviaPeruVenezuela

yGreeceIrelandItalyPolandScotland

LibyaQatarSaudi ArabiaUnited Arab Emirates

yNew ZealandSingaporePhilippinesThailandIndonesia

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ScotlandTurkey

IndonesiaJapan

One AECOM as of May 4, 2009

Global Leader in Professional, Technical and Management ServicesAGS ENSR

AECOM International Development

Boyle

ERA

Faber Maunsell

HSMMCansult

CityMark

CTE

HSMM

Maunsell

Metcalf & EddyCTE

DMJM Aviation

DMJM H&N

Savant

STS

TCBDMJM Harris

Earth Tech

EDAW

TCB

Tecsult

UMA

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EDAW

AECOM’s Global Environmental Practice

• One of the largest and most global environmental consultancies

• Leverages environmental and full resources of AECOM

• 5,000 staff in 24 countries – Serving government and industry clients– 60 technical and management disciplines– Deep knowledge of industrial processes and operations– Full range of environmental servicesg– Streamlined contracts and business support

• Experienced technical solutions—100,000 projects

• Global Key Account ProgramGlobal Key Account Program

• Focus on worldwide client needs

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Business Foundation

• Balance of private sector, national governments, and local government clients

C d t b i i 40 l• Conduct business in 40 languages

• 60 technical disciplines

• Worldwide EH&S regulatory knowledge IAPC• Worldwide EH&S regulatory knowledge – IAPC

• Seamless EHS services worldwide

• Innovative technical and management solutionsInnovative technical and management solutions

• Industry-leading employee engagement

• Health and safety excellencey

• Corporate social responsibility

EBJ Award Winner 2001-2008

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AECOMAECOMto enhance and sustain the world’s

built, natural, and social environments

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