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February 2012 Investor Presentation – Chesapeake Energy Corp

Chesapeake Energy Corp · Feb 10, 2012 · 35 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. February 2012 Investor Presentation – Chesapeake Energy Corp – slide 1
    February 2012 Investor Presentation
  2. February 2012 Investor Presentation – Chesapeake Energy Corp – slide 2
    February 2012 Investor Presentation ion Eight Major 2011 Accomplishments Reduced long-term net debt by 25% per proved mcfe From 0.73/mcfe to 0.55/mcfe; thats 25% Reduced long-term net debt by 2.2 billion to 10.3 billion, or 18%…
  3. February 2012 Investor Presentation – Chesapeake Energy Corp – slide 3
    February 2012 Investor Presentation Off to Great Start in ion Funding 2012 Plans Completed 2.0 billion JV transaction with Total for an undivided 25% interest in CHKs 542,000 net acres in the liquids-rich area of the Utica Shale…
  4. February 2012 Investor Presentation – Chesapeake Energy Corp – slide 4
    February 2012 Investor Presentation CHK Has Delivered Strong Operational ion and Financial Results For Years... (1) Production Proved Reserves 1,800 40,000 1,600 35,000 1,400 30,000 1,200 25,000 1,000 Bcfe Bcfe…
  5. February 2012 Investor Presentation – Chesapeake Energy Corp – slide 5
    February 2012 Investor Presentation and Also Strong Per Share ion Results with Decreasing Debt (1) Production/Weighted Average Fully Diluted Share Proved Reserves/Fully Diluted Share 2.4 50 mcfe/weighted avg. fully…
  6. February 2012 Investor Presentation – Chesapeake Energy Corp – slide 6
    February 2012 Investor Presentation ion What Are CHKs Key Goals for 2012 Complete the 30/25 Plan by growing production by 30% and reducing long-term debt by 25% within the two year period ending 12/31/12 Production growth goal may…
  7. February 2012 Investor Presentation – Chesapeake Energy Corp – slide 7
    Strategy Overview
  8. February 2012 Investor Presentation – Chesapeake Energy Corp – slide 8
    February 2012 Investor Presentation ion CHKs Complex Business Strategy FOCUS: Assets only in the U.S. and only onshore Our footprint is geographically very compact Grow production and proved reserves organically through the…
  9. February 2012 Investor Presentation – Chesapeake Energy Corp – slide 9
    February 2012 Investor Presentation What is CHK Doing in Response to ion Low Natural Gas Prices Reducing operated dry gas rigs to 24, from current level of 47; a decline of 50 rigs from CHKs 2011 average Dry gas drilling capex…
  10. February 2012 Investor Presentation – Chesapeake Energy Corp – slide 10
    February 2012 Investor Presentation Time to Get Bullish on Out Year ion Natural Gas Are You Serious Yes, many reasons to be bullish on intermediate and long-term natural gas prices despite warm winter and overwhelmingly negative…
  11. February 2012 Investor Presentation – Chesapeake Energy Corp – slide 11
    Natural Gas: Gaining Tremendous Traction in the Transportation Market
  12. February 2012 Investor Presentation – Chesapeake Energy Corp – slide 12
    February 2012 Investor Presentation ion U.S. Heavy-Duty Market Lowest-cost alternative will see the most growth Over-the-road trucking LTL trucking Rail Marine Off road (oil and gas, etc) 12
  13. February 2012 Investor Presentation – Chesapeake Energy Corp – slide 13
    February 2012 Investor Presentation Natural Gas Vehicles Are An ion Answer To Rising Fuel Prices If NYMEX is 4.00/mcf Price of Oil vs. Natural Gas CNG will be 1.50/gge /mmBtu /bbl LNG will be 2.00/dge 25 2005-2010 Avg. Spread…
  14. February 2012 Investor Presentation – Chesapeake Energy Corp – slide 14
    February 2012 Investor Presentation ion Americas Natural Gas Highway, Under Construction Today CHK has invested 150 million and helped raise an additional 150 million towards building out LNG/CNG Infrastructure CLNE could…
  15. February 2012 Investor Presentation – Chesapeake Energy Corp – slide 15
    February 2012 Investor Presentation ion Infrastructure Corridors 15
  16. February 2012 Investor Presentation – Chesapeake Energy Corp – slide 16
    February 2012 Investor Presentation Americas Natural Gas Highway ion Complete in 2013 LNG truck fueling coast-to-coast and border-to-border 16
  17. February 2012 Investor Presentation – Chesapeake Energy Corp – slide 17
    February 2012 Investor Presentation ion HD Natural Gas Engines Availability Manufacturer Engine HP & Torque CNG or LNG Availability Cummins Westport ISL-G 8.9L 320 HP 1000 /ft CNG Available Cummins Westport ISX-G 11.9L 400 HP 1400…
  18. February 2012 Investor Presentation – Chesapeake Energy Corp – slide 18
    February 2012 Investor Presentation ion CHKs DNG Technology What is Dual-Fuel Technology is applied to an existing diesel engine without alteration of the engine Runs on diesel and natural gas, simultaneously Small pilot…
  19. February 2012 Investor Presentation – Chesapeake Energy Corp – slide 19
    February 2012 Investor Presentation ion A Closer Look at CHKs CNG Fleet Fuel Savings Calculation: Average truck travels 30,000 miles per year Lifespan is 3 years Annual fuel consumption is 30,000/13 mpg = 2,310 gallons 80% CNG…
  20. February 2012 Investor Presentation – Chesapeake Energy Corp – slide 20
    CHK has the Best Assets in the U.S. E&P Business
  21. February 2012 Investor Presentation – Chesapeake Energy Corp – slide 21
    February 2012 Investor Presentation ion CHKs Operating Areas Low-risk, U.S. onshore asset base; not exposed to economic, geopolitical or technological risks internationally or in the Gulf of Mexico 21
  22. February 2012 Investor Presentation – Chesapeake Energy Corp – slide 22
    February 2012 Investor Presentation ion Best Assets in the E&P Business Captured Americas largest natural gas and liquids resource base 18.8 tcfe of proved reserves at 12/31/11(1) 111 tcfe of risked unproved resource potential and…
  23. February 2012 Investor Presentation – Chesapeake Energy Corp – slide 23
    February 2012 Investor Presentation Aggressively Shifting Capital to ion Liquids-Rich Plays During 2011, CHK substantially reduced drilling Total Natural Gas Capex Total Liquids Capex 100% % of CHK Operated Drilling and…
  24. February 2012 Investor Presentation – Chesapeake Energy Corp – slide 24
    February 2012 Investor Presentation ion CHKs Growth is Shifting to Liquids 800,000 80% NGL Oil 700,000 Associated natural gas from liquids plays 70% Natural gas from shale plays 250,000 bbls/d average in 2015 Base natural gas…
  25. February 2012 Investor Presentation – Chesapeake Energy Corp – slide 25
    February 2012 Investor Presentation ion CHK Has Been Responsible for 30% of U.S. Natural Gas Growth Over Past Five Years U.S. Lower 48 marketed natural gas production has increased 14 bcf/d from 53 bcf/d in 2006 to 67 bcf/d in 2011…
  26. February 2012 Investor Presentation – Chesapeake Energy Corp – slide 26
    February 2012 Investor Presentation ion One of the Best Liquids Volume and Percentage Growth Stories in the Industry Since 4Q 09, CHKs liquids production growth is up 216% all from organic sources and is up 40% since 1Q 11…
  27. February 2012 Investor Presentation – Chesapeake Energy Corp – slide 27
    Financial Summary
  28. February 2012 Investor Presentation – Chesapeake Energy Corp – slide 28
    February 2012 Investor Presentation 2012 Financial Projections at ion Various Natural Gas Prices ( in m illions ex cept per share data; oil at 1 0 0 N Y M EX) 3.00 4.00 5.00 6.00 (1) O/G revenue (unhedged) 1,350 bcfe 6,030 7,050…
  29. February 2012 Investor Presentation – Chesapeake Energy Corp – slide 29
    February 2012 Investor Presentation 2013 Financial Projections at ion Various Natural Gas Prices ( in m illions ex cept per share data; oil at 1 0 0 N Y M EX) 4.00 5.00 6.00 7.00 (1) O/G revenue (unhedged) 1,484 bcfe 8,860 9,900…
  30. February 2012 Investor Presentation – Chesapeake Energy Corp – slide 30
    February 2012 Investor Presentation Strong NAV Per Share Growth ion in Past 6 Years... (Based on constant pricing) ( in mm except per share data) 2006 2007 2008 2009 2010 2011E Proved reserves at PV10 (4.50/mcf & 100/bbl) 11,700…
  31. February 2012 Investor Presentation – Chesapeake Energy Corp – slide 31
    February 2012 Investor Presentation ...Has Created a Remarkable Value ion Opportunity for Todays Investors (in millions except share price) Price per share 25.00 30.00 35.00 Fully diluted common shares 766 766 766 Market…
  32. February 2012 Investor Presentation – Chesapeake Energy Corp – slide 32
    February 2012 Investor Presentation ion Escaping the Gravitational Pull of Weakening Natural Gas Prices Not Easy, But We Will Do It (1) (1) Oil DJIA CHK Natural (1) Front month prices Gas Imagine the boost CHKs…
  33. February 2012 Investor Presentation – Chesapeake Energy Corp – slide 33
    February 2012 Investor Presentation ion Summary 30/25 Plan for 2011 - 2012 Increase production by 30% net of asset sales Reduce long-term debt by 25% Achieved 70% of this goal as of 12/31/11 Inflection Point on Natural Gas to…
  34. February 2012 Investor Presentation – Chesapeake Energy Corp – slide 34
    February 2012 Investor Presentation ion Corporate Information Corporate Contacts: Chesapeake Headquarters Jeffrey L. Mobley, CFA 6100 N. Western Avenue Senior Vice President Oklahoma City, OK 73118 Investor Relations and…
  35. February 2012 Investor Presentation – Chesapeake Energy Corp – slide 35
    February 2012 Investor Presentation Certain Reserve & Production ion Information The Securities and Exchange Commission requires natural gas and oil companies, in filings made with the SEC, to disclose proved reserves, which are…

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