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JANUARY 2015 UBS ONE ON ONE MLP CONFERENCE – Energy Partners Ltd.

Energy Partners Ltd. · Jan 12, 2015 · 29 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. JANUARY 2015 UBS ONE ON ONE MLP CONFERENCE – Energy Partners Ltd. – slide 1
    2015 UBS One on One MLP Conference January 2015
  2. JANUARY 2015 UBS ONE ON ONE MLP CONFERENCE – Energy Partners Ltd. – slide 2
    Section II Overview of NGL Energy Partners 3
  3. JANUARY 2015 UBS ONE ON ONE MLP CONFERENCE – Energy Partners Ltd. – slide 3
    Overview of NGL Business Description NGL Water Crude Retail Liquids Solutions Logistics Propane Segment Contribution Refined Products/ Retail Renewables Propane 16% 19% Liquids 18% Crude Logistics 22% Water…
  4. JANUARY 2015 UBS ONE ON ONE MLP CONFERENCE – Energy Partners Ltd. – slide 4
    Overview of NGL Business Description Adjusted EBITDA Growth Over Time NGL is a diversified midstream MLP that provides multiple services to producers and end-users 410 - 425 Transportation, storage, blending and marketing of crude…
  5. JANUARY 2015 UBS ONE ON ONE MLP CONFERENCE – Energy Partners Ltd. – slide 5
    NGL Energy Partners Business Strategy Focus on building a vertically-integrated MLP providing multiple services to producers Achieve organic growth by investing in new assets that increase volumes, enhance our operations, and…
  6. JANUARY 2015 UBS ONE ON ONE MLP CONFERENCE – Energy Partners Ltd. – slide 6
    NGL KeyOperational Assumptions Investment Highlights 1,671% EBITDA growth from EBITDA of 24 million at IPO to 425 million Fiscal 2015 Successful Track 80% distribution per unit increase since IPO Record of Growth Growth has been…
  7. JANUARY 2015 UBS ONE ON ONE MLP CONFERENCE – Energy Partners Ltd. – slide 7
    NGL Has a Proven Track Record of Successful Growth Since NGL's IPO in May 2011, NGL has consumated and integrated more than 35 acquisitions Distribution growth of 6% - 8% depending on unit price (yield) Key Growth Metrics and…
  8. JANUARY 2015 UBS ONE ON ONE MLP CONFERENCE – Energy Partners Ltd. – slide 8
    Diversified Across Multiple Businesses and Producing Basins NGLs operations are geographically and operationally diversified Significant presence in the most economic oil and natural gas shale plays in the country Coast-to-coast…
  9. JANUARY 2015 UBS ONE ON ONE MLP CONFERENCE – Energy Partners Ltd. – slide 9
    Section RefinedII Products / Renewables - Area of Operations 10
  10. JANUARY 2015 UBS ONE ON ONE MLP CONFERENCE – Energy Partners Ltd. – slide 10
    Integrated Midstream Solutions Service a stable base of customers with integrated midstream services across the value chain Crude Logistics Pipeline LACT Units Storage Wellhead Truck Terminal Refiner Pipeline Rail Barge Water…
  11. JANUARY 2015 UBS ONE ON ONE MLP CONFERENCE – Energy Partners Ltd. – slide 11
    Significant Operational Diversity Refined Products/ Crude Logistics Water Solutions NGL Liquids Retail Renewables Purchase and Treatment of oil and Transport, handle, store NGLs Distribute propane / Purchase and transport crude oil…
  12. JANUARY 2015 UBS ONE ON ONE MLP CONFERENCE – Energy Partners Ltd. – slide 12
    Section II Operating Segments 13
  13. JANUARY 2015 UBS ONE ON ONE MLP CONFERENCE – Energy Partners Ltd. – slide 13
    Crude Logistics Segment Operations Area of Operation Purchases and transports crude oil for resale to a pipeline injection Bakken point, storage terminal, barge Shale loading facility, rail facility, refinery or trade hub…
  14. JANUARY 2015 UBS ONE ON ONE MLP CONFERENCE – Energy Partners Ltd. – slide 14
    Crude Logistics Asset Overview 7.7 MMbbls of storage in Cushing (3.6MMbbls leased) 5 Gulf Coast terminals with aggregate capacity of 850 Mbbls Port of Catoosa, Oklahoma - storage services; truck and rail trans-loading to barges with…
  15. JANUARY 2015 UBS ONE ON ONE MLP CONFERENCE – Energy Partners Ltd. – slide 15
    Grand Mesa Pipeline On 9/5/14, NGL and Rimrock Midstream announced a joint venture to develop an interstate crude oil pipeline from Weld County, CO terminating at NGLs Cushing, OK terminal (Grand Mesa Pipeline) Grand Mesa will provide…
  16. JANUARY 2015 UBS ONE ON ONE MLP CONFERENCE – Energy Partners Ltd. – slide 16
    Crude Oil Unit Train Facility On 10/2/14, NGL announced plans to build a crude oil unit train facility, backed by executed producer commitments, capable of handling unit trains west of Albuquerque, New Mexico in the San Juan Basin.…
  17. JANUARY 2015 UBS ONE ON ONE MLP CONFERENCE – Energy Partners Ltd. – slide 17
    Water Solutions Overview Segment Operations Area of Operation Provides services for the treatment, processing, and disposal of wastewater generated from oil and natural gas Bakken Shale production Generates fee-based revenue from…
  18. JANUARY 2015 UBS ONE ON ONE MLP CONFERENCE – Energy Partners Ltd. – slide 18
    Water Treatment and Processing Industry Overview Oil and natural gas producers preserve cash for drilling by outsourcing the disposal and treatment of oilfield produced and flowback water (waste water) Water quality is measured by…
  19. JANUARY 2015 UBS ONE ON ONE MLP CONFERENCE – Energy Partners Ltd. – slide 19
    Water Treatment and Processing Operational Model Treatment and Disposal Company-owned disposal facilities provide producers affordable well-disposal of wastewater generated from oil and natural gas production and drilling activities…
  20. JANUARY 2015 UBS ONE ON ONE MLP CONFERENCE – Energy Partners Ltd. – slide 20
    Water Solutions Regional Operations Anticline DJ Basin Eagle Ford Permian Granite Wash Bakken Treatment of oil and Leading provider of Entered Basin in gas waste-water for oil and gas waste- Expansive footprint Growing presence…
  21. JANUARY 2015 UBS ONE ON ONE MLP CONFERENCE – Energy Partners Ltd. – slide 21
    Liquids Overview Area of Operation PHILADELPHIA 22
  22. JANUARY 2015 UBS ONE ON ONE MLP CONFERENCE – Energy Partners Ltd. – slide 22
    Liquids Terminals and Wholesale Supply & Marketing Segment Railcar Segment 22 terminals serving over 400 customers Transports and markets NGLs to and from refiners, 17 terminals with rail loading capability gas processors, propane…
  23. JANUARY 2015 UBS ONE ON ONE MLP CONFERENCE – Energy Partners Ltd. – slide 23
    Retail Propane Overview Segment Operations Area of Operation Sell propane and petroleum distillates to end-users consisting of residential, agricultural, commercial and industrial customers Geographic diversity mitigates weather…
  24. JANUARY 2015 UBS ONE ON ONE MLP CONFERENCE – Energy Partners Ltd. – slide 24
    Retail Propane What Sets Us Apart Operational focus on regions with the highest number of degree days North East, Upper Midwest and Pacific NW Geographic Focus In warmer weather, gross margins temporarily expand to recoup a portion of…
  25. JANUARY 2015 UBS ONE ON ONE MLP CONFERENCE – Energy Partners Ltd. – slide 25
    Section RefinedII Products / Renewables - Bulk 26
  26. JANUARY 2015 UBS ONE ON ONE MLP CONFERENCE – Energy Partners Ltd. – slide 26
    Refined Products / Renewables - Rack Refined fuels markets and sales volume 27
  27. JANUARY 2015 UBS ONE ON ONE MLP CONFERENCE – Energy Partners Ltd. – slide 27
    Refined Products Refined Product - Rack Refined Product - Bulk Market refined products at the rack to wholesale Market refined products at the rack to contracted resellers and end users in the spot market customers 188 terminals…
  28. JANUARY 2015 UBS ONE ON ONE MLP CONFERENCE – Energy Partners Ltd. – slide 28
    Renewables Ethanol BioDiesel Sell ethanol on a back-to-back basis and transports NGL generates profits thru a mix of fee based income purchased volumes to leased and customer terminals with our assets and supply chain management…
  29. JANUARY 2015 UBS ONE ON ONE MLP CONFERENCE – Energy Partners Ltd. – slide 29
    Conclusion and Key Takeaways Compelling investment opportunity with attractive combination of yield and growth Distribution growth of 6% - 8% depending on unit price (yield) 80% distribution per unit increase since IPO Multiple…

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