Tellurian Inc. Corporate presentation November 2022
Artist rendition The world is critically short natural gas Tellurians integrated model aims to Natural gas is a complementary cleaner energy connect low-cost U.S. gas with the source to support global decarbonization. global…
Tellurian executive summary Underinvestment in LNG continuing amid global gas & energy crisis Nearly all capacity under construction (135 mtpa) is required to backfill Russian piped gas to Europe in the long run 1 Global natural gas…
Tellurian: fully integrated, pure-play LNG Low-cost, integrated business model: upstream gas production in Haynesville(1), pipeline and LNG terminal in SW Louisiana Pure-play, global gas producer: monetizing U.S. domestic gas…
Upstream: building momentum into 2023 Tellurian Upstream overview Upstream segment 3Q22 growth Production (MMcf/d) Net acres 22,420 net acres in DeSoto, Bossier, 125 22,420 Caddo and Webster parishes 99 14,876 60% of acreage…
Driftwood LNG Phase I (2-plant, 11 mtpa) 2-plant development costs ( bn) LNG terminal(1) 9.0 EPC cost/tonne (/tonne) 815 Owners cost(2) 1.7 Pipeline(3) 0.9 Capital cost/tonne (/tonne) 1,059 Note: Artist rendering of full…
Driftwood LNG: construction in progress Recent Driftwood development activities Driftwood site and construction progress Bechtel commenced construction in April 2022, including: Demolition of existing structures Clearing, grubbing…
Low-cost U.S. supply provides global gas arbitrage Access to premium global gas market generates up to 29/mmBtu margin(1) at current forward prices LNG Forward Prices 50 45 TTF (European benchmark) 40 1-yr forward price:…
Illustrative cash flow at 2027 LNG pricing Full Phase I Development (Plants 1-2) (Plants 1-5) LNG sales price(1,2) (TTF/JKM less transportation, /mmBtu) 13.50 13.50 Gas sourcing(1) (/mmBtu) - 5.50 - 5.50 Liquefaction and…
LNG demand exceeds supply growth LNG supply vs. demand growth (mtpa) 200 mtpa of new LNG demand by 2030 64 201 137 (1) (2) 2021-2030 Demand Growth 2021-2030 Supply Growth New Supply Required Sources: Wood…
Supply fails to keep pace with demand Global liquefaction capacity additions (mtpa) 30 mtpa capacity additions 146 mtpa capacity additions 61 mtpa capacity additions 80 mtpa capacity additions 1.6% per annum 8.2% per annum 2.5% per…
Contact us Matt Phillips VP, Investor Relations & Finance +1 832 320 9331 matthew.phillipstellurianinc.com Johan Yokay Director, Investor Relations & Assistant Treasurer +1 832 320 9327 johan.yokaytellurianinc.com Joi…
Appendix
Driftwood LNGs ideal site for exports Access to pipeline infrastructure Access to power and water Support from local communities Site size over 1,200 acres Insulation from surge, wind and local populations Artist rendition…
Unmatched LNG development experience Tellurians management team has 80 years of combined LNG development experience globally 166 mtpa Charif Souki Executive Chairman of the Board Co-founder of Tellurian Founded Cheniere in…
Upstream environmental stewardship Implementing multiple initiatives to reduce emissions and minimize methane leaks Implementing LUMEN Terrain monitoring system by Avitas to Our well pad facilities minimize methane emissions…
Explanation and Reconciliation of Non-GAAP Financial Measures The Company reports its financial results in accordance with accounting principles generally accepted in the United States of America (GAAP). However, management believes…
Loading...
