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Macquarie Australia Conference – Santos Limited

Santos Limited · May 1, 2013 · 22 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. Macquarie Australia Conference – Santos Limited – slide 1
    Macquarie Australia Conference 1 May 2013 1 1
  2. Macquarie Australia Conference – Santos Limited – slide 2
    A compelling investment opportunity Production growth 6% annual compound production growth to 2020 Rising Australian domestic gas prices Earnings growth 3.4mtpa long-term oil-linked LNG export contracts Major projects on PNG LNG…
  3. Macquarie Australia Conference – Santos Limited – slide 3
    Delivering 80-90 mmboe of production by 2020 6% CAGR production growth 2011-2020 Upside potential Aust: Cooper shale, Cooper tight gas, Zola, Winchester, Amadeus, McArthur mmboe LNG: PNG LNG T3, Browse, Caldita Barossa 90 Asia:…
  4. Macquarie Australia Conference – Santos Limited – slide 4
    Fletcher Finucane first oil ahead of schedule Project is over 90% complete; pre-commissioning to commence in May Santos 44% and operator Three-well subsea tieback to Mutineer- Exeter FPSO All development wells drilled and…
  5. Macquarie Australia Conference – Santos Limited – slide 5
    Santos LNG growth pipeline Upside Likely Sanctioned Producing potential sanction PNG LNG Bonaparte LNG PNG LNG Darwin LNG expansion Santos 40% Santos 13.5% Santos 11.5% Darwin LNG equity equity equity Floating LNG First LNG on…
  6. Macquarie Australia Conference – Santos Limited – slide 6
    Santos LNG projects are fully contracted with major Asian buyers at oil-linked prices DLNG PNG LNG GLNG Contracted to Contracted to Contracted to 2023 2034 2035 3.4 mtpa Santos share of long-term, oil-linked contracts in…
  7. Macquarie Australia Conference – Santos Limited – slide 7
    GLNG on track for first LNG in 2015 Project is over 50% complete Santos 30% and operator Recent milestones include: First four LNG plant modules shipped from the module yard in Batangas Train 1 refrigeration compressors, cold…
  8. Macquarie Australia Conference – Santos Limited – slide 8
    9 wells completion rigs 200 wells in 2013 drilling rigs and four 40% reduction in drilling Current rig fleet of eight Expect to drill more than cost for Fairview deviated 2012 were deviated wells 30% reduction in…
  9. Macquarie Australia Conference – Santos Limited – slide 9
    Upstream construction 10 Fairview Hub 4
  10. Macquarie Australia Conference – Santos Limited – slide 10
    Gas transmission pipeline 420 kilometre pipeline on track for Q2 2014 completion 420 kilometre 42 pipeline All pipeline manufactured and landed in Queensland Mainland section: 210 kilometres of the right-of-way has been cleared…
  11. Macquarie Australia Conference – Santos Limited – slide 11
    Curtis Island 12 28 March 2013
  12. Macquarie Australia Conference – Santos Limited – slide 12
    Downstream construction LNG tanks Loading modules for shipping, Batangas 13 LNG train 1 LNG jetty
  13. Macquarie Australia Conference – Santos Limited – slide 13
    PNG LNG on track for first LNG in 2014 Project is over 80% complete Santos 13.5%, ExxonMobil 33.2% and operator Recent milestones include: Komo nearing completion ahead of first cargo flights in May 2013 Major foundations at Hides…
  14. Macquarie Australia Conference – Santos Limited – slide 14
    Hides gas conditioning plant 15 March 2013
  15. Macquarie Australia Conference – Santos Limited – slide 15
    LNG plant construction well advanced LNG plant site LNG tanks 16 LNG trains 1 & 2 LNG jetty
  16. Macquarie Australia Conference – Santos Limited – slide 16
    PNG LNG potential expansion Existing infrastructure can support potential future expansion Potential areas for expansion are being assessed - Hides development drilling underway Plans are being developed to drill Hides Deep in…
  17. Macquarie Australia Conference – Santos Limited – slide 17
    Browse: Crown success unlocks material play Significant gas discovery at Crown, Bassett West drilling ahead Crown gas discovery Dufresne Bassett West (Santos 30% and operator) Argus WA-274-P - 61 metres of net pay in WA-408-P…
  18. Macquarie Australia Conference – Santos Limited – slide 18
    Cooper Basin unconventional Exploration continues on the basin centred gas play and the REM shale play Basin centred gas play - Gaschnitz-1 successfully cased and suspended; gas bearing throughout the entire 1,000 metre Permian…
  19. Macquarie Australia Conference – Santos Limited – slide 19
    A compelling investment opportunity Production growth 6% annual compound production growth to 2020 Rising Australian domestic gas prices Earnings growth 3.4mtpa long-term oil-linked LNG export contracts Major projects on PNG LNG…
  20. Macquarie Australia Conference – Santos Limited – slide 20
    Macquarie Australia Conference 1 May 2013 21 21
  21. Macquarie Australia Conference – Santos Limited – slide 21
    2013 exploration schedule Well name Basin / area Target Santos Interest Timing % Bassett West-1 Browse Gas 30 Drilling Winchester-1 Carnarvon Gas 75 Drilling Dufresne-1 Browse Gas 30 Q2 Q3 Cooper unconventional Cooper Gas 66.6 Q1…
  22. Macquarie Australia Conference – Santos Limited – slide 22
    Contact information Head office Adelaide Andrew Nairn Ground Floor, Santos Centre Group Executive Investor Relations 60 Flinders Street Level 10, Santos Centre Adelaide, South Australia 5000 Direct: + 61 8 8116 5314 GPO Box 2455…

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