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TD SECURITIES LONDON ENERGY CONFERENCE – Altagas Limited

Altagas Limited · Jan 1, 2014 · 23 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. TD SECURITIES LONDON ENERGY CONFERENCE – Altagas Limited – slide 1
    TD Securities London Energy Conference January 2014
  2. TD SECURITIES LONDON ENERGY CONFERENCE – Altagas Limited – slide 2
    Our focus Invest in and operate infrastructure providing clean and affordable energy to our customers in North America 2.5 billion in base business growth opportunities Well positioned to realize on energy export opportunities…
  3. TD SECURITIES LONDON ENERGY CONFERENCE – Altagas Limited – slide 3
    Its all about clean energy and abundant natural gas Our midstream Gas infrastructure processes and moves natural gas to key markets Natural gas renaissance Our natural gas Our power assets utilities deliver clean Utilities…
  4. TD SECURITIES LONDON ENERGY CONFERENCE – Altagas Limited – slide 4
    Were a leading energy infrastructure company EBITDA3 8 billion enterprise value1 Gas Utilities 34% 39% 1,400 MW of power Power generation2 27% Serve over 550,000 customers US 32% Canada 68% 2 Bcf/d of natural gas…
  5. TD SECURITIES LONDON ENERGY CONFERENCE – Altagas Limited – slide 5
    We deliver results Normalized EBITDA Total shareholder return Annual dividend 125% 485M 1.53 105% 85% 337M 65% 1.40 266M 45% 1.33 25% 5% -15% 2011 2012 2013 2013 2011 2012 20132 2011 2012 20133 2013 TTM1 TTM*…
  6. TD SECURITIES LONDON ENERGY CONFERENCE – Altagas Limited – slide 6
    We have significant capacity to grow our dividend Payout Potential mid-teen Range: percentage 41%2 40 - 50% dividend growth 2013 TTM1 E FFO FFO 1 Asof September 30, 2013 2 Asa percentage of normalized FFO 6 See…
  7. TD SECURITIES LONDON ENERGY CONFERENCE – Altagas Limited – slide 7
    Growing our Power business Complete Northwest Projects on budget and 102 MW 353 MW on time 72 MW Expand Blythe Energy Centre 277 MW1 Selective investment in 11 MW 35 MW clean generation 15 MW 507 MW 1Includes 277 MW…
  8. TD SECURITIES LONDON ENERGY CONFERENCE – Altagas Limited – slide 8
    New generation to come from clean energy Alberta1 California2 MW MW 10,000 16,000 9,000 14,000 8,000 12,000 7,000 6,000 10,000 5,000 8,000 4,000 6,000 3,000 4,000 2,000 2,000 1,000 0 0 Forecasted Expected New…
  9. TD SECURITIES LONDON ENERGY CONFERENCE – Altagas Limited – slide 9
    Strong growth in our Utility business Economic growth Fuel conversion System betterment Enhancing reliability CNG opportunities See forward-looking statements & information 9
  10. TD SECURITIES LONDON ENERGY CONFERENCE – Altagas Limited – slide 10
    Strong rate base growth 500 million or 35 percent increase in rate base Million over next five years 600 500 400 300 200 100 0 2014 2015 2016 2017 2018 Capital Spend Depreciation See forward-looking statements &…
  11. TD SECURITIES LONDON ENERGY CONFERENCE – Altagas Limited – slide 11
    Abundant natural gas supply Significant growth in reserves 30 Tcf per year of natural gas production in North America 450 Tcf of marketable natural gas reserves in the Montney formation alone At current consumption rates the…
  12. TD SECURITIES LONDON ENERGY CONFERENCE – Altagas Limited – slide 12
    Strategically positioned to grow Gas business Significant drilling activity in liquids-rich plays Over 1.5 Bcf/d processing capacity in the region Drilling continues to be active in the Montney Duvernay is showing very…
  13. TD SECURITIES LONDON ENERGY CONFERENCE – Altagas Limited – slide 13
    AltaGas energy export advantage Extraction and A global leader in the Logistics network of fractionation capacity supply of energy, over 1,500 rail cars and access to petroleum, lubricants and 24 rail and truck WCSB supply and…
  14. TD SECURITIES LONDON ENERGY CONFERENCE – Altagas Limited – slide 14
    Strong growth from energy export opportunities First LNG export to Asia expected to utilize our natural gas pipeline Petrogas facilitates LPG growth Storage expansion Increase de-ethanizer and fractionator capacity Expand…
  15. TD SECURITIES LONDON ENERGY CONFERENCE – Altagas Limited – slide 15
    Propane supply driving LPG export opportunities Alberta and BC propane production1 Liquids value driving 130 Mbpd producer activity 120 Increased C3+ capture 110 by AltaGas facilities 100 90 NGL production 80 becoming…
  16. TD SECURITIES LONDON ENERGY CONFERENCE – Altagas Limited – slide 16
    Strong North American NGL and LPG capability Ft. Saskatchewan Petrogas Dow Chemical Canada Petrogas storage, truck and rail terminals strategically located in key North American energy hubs See forward-looking…
  17. TD SECURITIES LONDON ENERGY CONFERENCE – Altagas Limited – slide 17
    Japan offers attractive LPG markets Sendai JX Nikko Nisseki Energy Kobe Tokuyama Tatsumi Shokai Negishi Idemitsu Kosan Tokyo Gas Chiba Idemitsu Kosan Sakaide Zenno Aichi Idemitsu provides access to Idemitsu the largest…
  18. TD SECURITIES LONDON ENERGY CONFERENCE – Altagas Limited – slide 18
    Natural gas renaissance driving LNG exports The US is becoming energy self-sufficient1 New global markets offer higher prices2 Tcf US/Mmbtu 40 20 35 18 30 16 14 25 12 20 10 15 8 10 6 5 4 0 2 -5 0 2003 2010 2017F 2024F 2031F…
  19. TD SECURITIES LONDON ENERGY CONFERENCE – Altagas Limited – slide 19
    New markets for our customers Increased energy logistics to access new markets through Petrogas acquisition Deliver LPG to west coast for export LNG export opportunities CNG and LNG regional opportunities Gas-fired generation…
  20. TD SECURITIES LONDON ENERGY CONFERENCE – Altagas Limited – slide 20
    Strong advantages for LNG exports AltaGas Only existing pipeline to Kitimat and Prince Rupert Track record of delivering projects on time and on budget Strong community relations Floating LNG Smaller environmental footprint…
  21. TD SECURITIES LONDON ENERGY CONFERENCE – Altagas Limited – slide 21
    Positioned for success Investment in Petrogas LPG & LNG exports supported by long-term supply Round trip is 1 month less than the Gulf coast Up to US1 less in shipping costs per MMBTU than Gulf coast1 1Source:…
  22. TD SECURITIES LONDON ENERGY CONFERENCE – Altagas Limited – slide 22
    Why invest Creating shareholder value Strong track record of 2014 to 2018 creating shareholder value investment TSR: 934%1 opportunity: (1999 2013) 4.5 to 7.5B Expect to continue to deliver disciplined and profitable growth…
  23. TD SECURITIES LONDON ENERGY CONFERENCE – Altagas Limited – slide 23
    Q&A 23

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