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EnerComs The Oil Gas Conference – Consol Energy Inc.

Consol Energy Inc. · Aug 16, 2011 · 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. EnerComs The Oil Gas Conference – Consol Energy Inc. – slide 1
    CONSOL Energy Inc. EnerComs The Oil & Gas Conference
  2. EnerComs The Oil Gas Conference – Consol Energy Inc. – slide 2
    CONSOL Energy Inc Corporate Profile The leading diversified fuel producer in the Eastern United States n Headquartered in Pittsburgh, Pennsylvania n Founded in 1860 n Approximately 8,600 Employees n Current Market…
  3. EnerComs The Oil Gas Conference – Consol Energy Inc. – slide 3
    CONSOL Energy - Overview CONSOL Energy Inc. Coal Natural Gas n Over 4.4 billion tons of proven and probable n Over 3.7 Tcfe of proved reserves coal reserves n Approx. 750,000 acres the Marcellus Shale n 2011 estimated coal…
  4. EnerComs The Oil Gas Conference – Consol Energy Inc. – slide 4
    Strength in Product Diversity n COAL n Low-Vol Coal n High-Vol Coal n PCI Coal n Thermal Coal n GAS n Marcellus Shale n Utica Shale n Coalbed Methane 5
  5. EnerComs The Oil Gas Conference – Consol Energy Inc. – slide 5
    Coal Divisions Growth Strategy Growing Production Amonate - 400,000 tons in 2012 ramping to 800,000 per year in 2015 BMX - 5 million tons annually beginning in 2014 Growing Exports 2010 Exports of 6.8 million tons 2011 Exports…
  6. EnerComs The Oil Gas Conference – Consol Energy Inc. – slide 6
    Strength in Market Diversity Coal Cash Generation by Coal Type ( mm) 500 450 400 144 350 203 300 114 46 250 92 18 142 58 200 199 27 150 14 259 100 227 35 178 183 135 50 60 0 1Q10 2Q10 3Q10 4Q10 1Q11 2Q11 Thermal…
  7. EnerComs The Oil Gas Conference – Consol Energy Inc. – slide 7
    Expanding our Exports to 10 million tons in 2011 2010 Coal Exports by Geography (million tons) 6.8 Million Tons Europe 2.2 32% Asia 3.0 44% S. America 1.6 24% 8
  8. EnerComs The Oil Gas Conference – Consol Energy Inc. – slide 8
    CONSOLs Industry Leading Coal Margins Low-Vol High-Vol Quarter Ended June 30, 2011 Met Met Thermal Total Coal Sales (millions of tons) 1.4 1.5 13.5 Average Realized Price Per Ton Company Produced 207.05 81.75 59.24 Total…
  9. EnerComs The Oil Gas Conference – Consol Energy Inc. – slide 9
    Gas Divisions Growth Strategy Development Program Marcellus Drilling - 335 Million Exploration Drilling Program Utica Shale - 35 Million Maintenance of Production CBM - 60 Million Chattanooga Shale - 25 Million Conventional -…
  10. EnerComs The Oil Gas Conference – Consol Energy Inc. – slide 10
    % of Cumulative Gas Production 0% 100% 10% 20% 30% 40% 50% 60% 70% 80% 90% Marcellus Eagle Ford Haynesville Fayetteville Shale San Juan/ Raton Wind River Woodford Conv Arkoma Unita GOM Shelf 5/mcf 2010…
  11. EnerComs The Oil Gas Conference – Consol Energy Inc. – slide 11
    Notable Achievements in Shale Formations CONSOL Energy was the second E&P company to produce from a horizontal well in the Marcellus Shale (October 2008). CONSOL Energy was the first E&P company to announce a discovery in the…
  12. EnerComs The Oil Gas Conference – Consol Energy Inc. – slide 12
    CONSOLs Marcellus Shale Position 750,000 Acres 13
  13. EnerComs The Oil Gas Conference – Consol Energy Inc. – slide 13
    Central Pennsylvania Looks Very Promising, too 14
  14. EnerComs The Oil Gas Conference – Consol Energy Inc. – slide 14
    Layout of Hutchinson Pad, in Central Pennsylvania 15
  15. EnerComs The Oil Gas Conference – Consol Energy Inc. – slide 15
    CONSOLs Rig Deployment Schedule, as of October 1, 2011 1 Utica Rig 5 Marcellus Rigs 16
  16. EnerComs The Oil Gas Conference – Consol Energy Inc. – slide 16
    Lease Expirations Are Not Driving the Drilling Program(1) CONSOL Acreage Status (Net Acres) Lease Expiration 13% Fee / HBP 87% 2011 2012 2013 2014 2015 2016-2025 Lease Expiration 3,508 29,050 26,094 19,442 6,831…
  17. EnerComs The Oil Gas Conference – Consol Energy Inc. – slide 17
    Access to Markets with Firm Transportation 18
  18. EnerComs The Oil Gas Conference – Consol Energy Inc. – slide 18
    CONSOLs Marcellus Well Results Show Steady EUR Improvements Increasing Marcellus EURs Selected 2009 Wells Selected 2010 Wells 9.0 8.0 7.0 6.4 Bcfe 6.0 5.0 Bcfe 4.0 3.0 2.0 1.0 0.0 1 2 3 4 5 6 7 8 9 10…
  19. EnerComs The Oil Gas Conference – Consol Energy Inc. – slide 19
    Industry-Leading Low-Cost E&P Operator 2010 Drill Bit F&D Cost / Mcfe 1.20 1.07 1.07 1.08 1.00 1.00 0.85 0.77 0.80 0.65 0.60 0.54 0.41 0.40 0.20 - CNX XCO RRC REXX NFG UPL CHK COG SWN 2010 Lifting Costs / Mcfe…
  20. EnerComs The Oil Gas Conference – Consol Energy Inc. – slide 20
    CONSOLs Utica Shale Position 200,000 Acres +300,000 Acres 13% Interpretation based on very limited data 21
  21. EnerComs The Oil Gas Conference – Consol Energy Inc. – slide 21
    Barnesville 1 Statistics Encountered the Utica Shale at a depth of 8,450 feet Utica Shale was 200 feet thick Well was unstimulated, but open flowed at 1.5 MMcf over a 24-hour period 22
  22. EnerComs The Oil Gas Conference – Consol Energy Inc. – slide 22
    Investment Summary & Highlights Growth Drivers in Coal and Gas Divisions. Asset Base and Operational Capabilities that will allow CONSOL to be a low cost producer of both fuels. CONSOL Coal Divisions industry leading assets,…
  23. EnerComs The Oil Gas Conference – Consol Energy Inc. – slide 23
    CONSOL Energy Inc. Thank You. 24

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