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FEBRUARY 2012 CORPORATE PRESENTATION – Cheniere Energy, Inc.

Cheniere Energy, Inc. · Feb 10, 2012 · 20 slides

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Slides

  1. FEBRUARY 2012 CORPORATE PRESENTATION – Cheniere Energy, Inc. – slide 1
    Corporate Presentation February 2012
  2. FEBRUARY 2012 CORPORATE PRESENTATION – Cheniere Energy, Inc. – slide 2
    Cheniere Including Sabine Pass Liquefaction Project (SPL) Cheniere Energy, Inc. 100% Interest 100% Interest 100% Interest 100% Interest 86.8% Interest (1) Cheniere Energy Cheniere Creole Corpus Christi Other Projects Partners…
  3. FEBRUARY 2012 CORPORATE PRESENTATION – Cheniere Energy, Inc. – slide 3
    Financial Forecast Summary including Sabine Pass Liquefaction Project Expected Construction Costs Phase 1: 4.5B to 5.0B SPL(1) Phase 2: 4.5B to 5.0B Current Debt CQP: 2.2B LNG: 0.5B(2) Total: 2.7B(3) Estimated EBITDA -…
  4. FEBRUARY 2012 CORPORATE PRESENTATION – Cheniere Energy, Inc. – slide 4
    Cheniere Ranks Among Large Cap Midstream/Pipeline C-Corps by EBITDA with Sabine Liquefaction Contracts Chenieres EBITDA expected to be bolstered from Sabine Liquefaction contracts ( in millions) 2011E EBITDA 5,000 4,811 Chenieres…
  5. FEBRUARY 2012 CORPORATE PRESENTATION – Cheniere Energy, Inc. – slide 5
    Sabine Pass LNG Sabine Pass with Liquefaction Expansion 6
  6. FEBRUARY 2012 CORPORATE PRESENTATION – Cheniere Energy, Inc. – slide 6
    Proposed SPL Project: Brownfield Development Utilizing Existing Assets Current Facility 853 acres in Cameron Parish, LA 40 ft ship channel 3.7 miles from coast Existing 2 berths; 4 dedicated tugs operational 5 LNG storage tanks…
  7. FEBRUARY 2012 CORPORATE PRESENTATION – Cheniere Energy, Inc. – slide 7
    Progress on SPL Project Phase 1 and Phase 2 Phase 1: Advancing towards final investment decision Phase 2: Commercial contracts complete Target Date Milestone Phase 1 Phase 2 DOE export authorization Definitive commercial…
  8. FEBRUARY 2012 CORPORATE PRESENTATION – Cheniere Energy, Inc. – slide 8
    Contracted Capacity at SPLNG Third Party Terminal Use Agreements (TUAs) Long-term, 20 year take-or-pay style commercial contracts Total Gas & Power N.A. Chevron USA Capacity 1.0 Bcf/d 1.0 Bcf/d Fees (1) (2) Reservation Fee…
  9. FEBRUARY 2012 CORPORATE PRESENTATION – Cheniere Energy, Inc. – slide 9
    Contracted Capacity at SPL Sale and Purchase Agreements (SPAs) Long-term, take-or-pay style commercial contracts equating to 16 mtpa BG Gulf Coast LNG (1) Gas Natural Fenosa (1) Korea Gas Corporation GAIL (India) Limited (1)…
  10. FEBRUARY 2012 CORPORATE PRESENTATION – Cheniere Energy, Inc. – slide 10
    Sabine Pass LNG Exports Will Provide Global LNG Buyers With an Attractive, Long-term, Alternative Source of Supply Worldwide LNG prices predominantly based on oil prices = 11 - 23 / MMBtu LNG Contract Price Indexation % 11% 15% at…
  11. FEBRUARY 2012 CORPORATE PRESENTATION – Cheniere Energy, Inc. – slide 11
    U.S. Natural Gas Markets US Gas Consumptions vs. Production US Proved Non-Producing Reserves Tcf Tcf 26 24.5 24.9 24.1 120 23.1 23.3 22.8 24 22.0 21.7 23.6 100 23.0 22 98 21.6 80 20 20.2 20.6 85 19.3 78 18 18.5 60 67…
  12. FEBRUARY 2012 CORPORATE PRESENTATION – Cheniere Energy, Inc. – slide 12
    Global Petroleum Demand Stationary Sources FSU FSU Europe 0.9 0.9 MM MM b/d b/d Europe US US && Canada Canada 2.9 5 Bcf/d 5 Bcf/d 2.9 MM MM b/d b/d 2.2 2.2 MM b/d MM b/d 17 17 Bcf/d Bcf/d 13 13 Bcf/d Bcf/d Mid…
  13. FEBRUARY 2012 CORPORATE PRESENTATION – Cheniere Energy, Inc. – slide 13
    Financing Options Phase I Trains 1&2 Debt: project finance market - 3B at Libor + 300bps (swapped) - 1.2B of EBITDA for coverage Equity: options - CQP common units - CQP subordinated units - LNG shares Issuing CQP subordinated…
  14. FEBRUARY 2012 CORPORATE PRESENTATION – Cheniere Energy, Inc. – slide 14
    Appendix
  15. FEBRUARY 2012 CORPORATE PRESENTATION – Cheniere Energy, Inc. – slide 15
    Organizational Structure NYSE Amex US: LNG 205 mm 2.25% Convertible Senior Unsecured Notes due 2012 100% Ownership Interest Creole Trail Pipeline Cheniere LNG, Inc. Other Pipeline Projects 100% Ownership Interest Cheniere…
  16. FEBRUARY 2012 CORPORATE PRESENTATION – Cheniere Energy, Inc. – slide 16
    Condensed Balance Sheets As of September 30, 2011 LNG received 331MM net proceeds from equity offering in December 2011 and made early repayment of 298MM of 2007 Term Loan in January 2012 ( in MM) Cheniere Energy Other Cheniere…
  17. FEBRUARY 2012 CORPORATE PRESENTATION – Cheniere Energy, Inc. – slide 17
    Global LNG Market LNG Importers Price Indexation 2010 Total Global LNG Liquefaction Capacity 37 Bcf/d Oil Products 2010 Regional LNG Demand 30 Bcf/d Natural Gas Alger ia - 2.7 JCC Norway - 0.6 Egypt - 1.6 USA - 0.2 Qatar - 9.3 R…
  18. FEBRUARY 2012 CORPORATE PRESENTATION – Cheniere Energy, Inc. – slide 18
    Firm Liquefaction Capacity Additions Nameplate Liquefaction Capacity 37 Bcf/d as of YE 2010 Bcf/d 44 Bcf/d by YE 2015 3.0 Middle East Gulf 2.5 Asia Pacific Atlantic Basin Gorgon T1 & Gassi Touil Papua New Guinea 2.0 Gorgon…
  19. FEBRUARY 2012 CORPORATE PRESENTATION – Cheniere Energy, Inc. – slide 19
    North America Onshore Receiving Terminals Douglas Douglas Island Island Terminal Baseload Prince Prince Rupert Rupert Island Island Capacity Holder Sendout (MMcf/d) Kitimat Kitimat Canaport Canaport Canaport 1,000 Texada…
  20. FEBRUARY 2012 CORPORATE PRESENTATION – Cheniere Energy, Inc. – slide 20
    CHENIERE ENERGY Cheniere Energy Contacts Katie Pipkin, Vice President Finance & Investor Relations (713) 375-5110 katie.pipkincheniere.com Christina Burke, Manager Investor Relations (713) 375-5104 christina.burkecheniere.com

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