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INVESTOR PRESENTATION – Nrg Energy Inc.

Nrg Energy Inc. · Mar 31, 2015 · 14 slides

Investor presentation from the Shale Experts oil & gas presentation and slide database. Every page is imaged and its text indexed for search across operators, plays, basins and time.

Slides

  1. INVESTOR PRESENTATION – Nrg Energy Inc. – slide 1
    NRG Energy Inc. Mauricio Gutierrez President, NRG Business March 31, 2015
  2. INVESTOR PRESENTATION – Nrg Energy Inc. – slide 2
    NRG: Premium Competitive Energy Business Platform Competitive Energy Business Model Organized Around Our Customers Clean Energy Retail Todays Focus Core Generation Augmented By Balanced Capital Allocation A…
  3. INVESTOR PRESENTATION – Nrg Energy Inc. – slide 3
    Evolution of NRG: Adapting to Market Dynamics Merchant Expansion Integrated Model Post-Merchant Selling Coal and Uranium Retail Expansion Renewables (early-mover) at NG Prices Risk Management & Hedging Contracts & Capacity 10.00…
  4. INVESTOR PRESENTATION – Nrg Energy Inc. – slide 4
    NRG Business: Generation Portfolio Unmatched in Scale and Diversification Scale 49,200 MW1 Regional Merit Order Fuel Oil PJM Peaking Coal Intermediate 12% CAISO 17% Nuclear 24% 34% 36% Diversification MISO 39% SERC…
  5. INVESTOR PRESENTATION – Nrg Energy Inc. – slide 5
    Repositioning the Portfolio: Strategic Initiatives Strategy Rationale Example Avoid enviro capex Low cost / quick payback options on marginal How Joliet Best to Invest Fuel Conversion Avon Lake Big 1 CajunBillion assets…
  6. INVESTOR PRESENTATION – Nrg Energy Inc. – slide 6
    Growth Capital 2015 Growth Capital Deployment in 2015 Capacity Impacted by Growth Investments (MW) 7,000 6,000 Environmental Compliance Fuel Conversions 5,000 28% Repowering 4,000 3,000 55% 2,000 17% 1,000 0 NRG…
  7. INVESTOR PRESENTATION – Nrg Energy Inc. – slide 7
    Wholesale Market Trends Regulated Utilities 70 (Pre PURPA) De-Regulation IPPs Merchant Post Merchant 60 50 US New Builds and Retirements (GW) 40 Trend Opportunity 30 Low prices Integrated platform 20 Capacity reforms…
  8. INVESTOR PRESENTATION – Nrg Energy Inc. – slide 8
    Market Outlook: Natural Gas Natural gas at the bottom of the cycle but significant demand on the horizon 12 75 100 95 70 10 90 2014-2020 Price CAGR 4.2% 65 85 8 /MMBtu, 2013 80 60 2012-2014 BCF/D BCF/D 6 75…
  9. INVESTOR PRESENTATION – Nrg Energy Inc. – slide 9
    Market Outlook: East Supply rationalization leading to reliability markets addressing through capacity concerns but reforms 15 25% 8 GW Retiring 12 This Year PJM - Coal Retirements and Gas Additions(GW) BRA Reserve…
  10. INVESTOR PRESENTATION – Nrg Energy Inc. – slide 10
    Market Outlook: ERCOT Reserve margin improvements based on But supply is vulnerable given depressed prices revised load forecast and expected new builds and expected environmental regulations 4,000 20% 20% New Generation Effective…
  11. INVESTOR PRESENTATION – Nrg Energy Inc. – slide 11
    NRG Home-Retail Highlights Stable Retail Margins Growing Customer Count ( millions) (millions) Adj. EBITDA YE Mass Customers 2.8 NE 604 615 0.4 560 2.1 2.2 Dominion 501 528 2.0 1.7 2.4 2011 2012 2013 2014 2015E 2010…
  12. INVESTOR PRESENTATION – Nrg Energy Inc. – slide 12
    Summary Leading competitive energy platform adapting to current market environment Re-positioning generation portfolio to out survive competitors and benefit from retirement-driven market recovery Majority of growth investments…
  13. INVESTOR PRESENTATION – Nrg Energy Inc. – slide 13
    Appendix
  14. INVESTOR PRESENTATION – Nrg Energy Inc. – slide 14
    Repositioning the Portfolio MW Project Focus Estimated COD Status Repowering / Other Petra Nova Parish Project NM CCS / EOR Fall16 Carlsbad1 633 Natural Gas Fall'17 Mandalay1 262 Natural Gas Spring'20 P.H. Robinson Peaker…

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