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FBR CAPITAL MARKETS INVESTOR CONFERENCE – Cheniere Energy Partners Lp.

Cheniere Energy Partners Lp. · Nov 28, 2007 · 24 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. FBR CAPITAL MARKETS INVESTOR CONFERENCE – Cheniere Energy Partners Lp. – slide 1
    CHENIERE ENERGY, INC. * Sabine Pass LNG, L.P. *Corpus Christi LNG, LLC *Creole Trail LNG, L.P. *Freeport LNG Development, L.P. Cheniere Energy Partners, L.P. Cheniere Energy, Inc. 100% Cheniere Energy, Inc. 100% Cheniere Energy,…
  2. FBR CAPITAL MARKETS INVESTOR CONFERENCE – Cheniere Energy Partners Lp. – slide 2
    Value Drivers Partnership Partnership Asset Asset Cheniere Cheniere Interests Interests Development Development Marketing Marketing Freeport Freeport LNG LNG Development, Development, L.P. L.P. Creole Creole Trail…
  3. FBR CAPITAL MARKETS INVESTOR CONFERENCE – Cheniere Energy Partners Lp. – slide 3
    Freeport LNG Development, L.P. Cheniere Energy, Inc. 30% Sold Terminal Use Agreement Capacity Est. Annual Distribution to Cheniere (TUA) Energy, Inc.* Conoco 1.0 Bcf/d 15 MM Dow 0.5 Bcf/d * Expect to begin cash distributions in…
  4. FBR CAPITAL MARKETS INVESTOR CONFERENCE – Cheniere Energy Partners Lp. – slide 4
    Cheniere Energy Partners, L.P. (AMEX: CQP) Sabine Pass LNG, L.P. Cheniere Energy, Inc. 91% Sabine Pass Construction Site November 2007 Sold Terminal Use Agreement (TUA) Capacity 2010 Full-Year Revenue (MM) Total, S.A. 1.0 Bcf/d…
  5. FBR CAPITAL MARKETS INVESTOR CONFERENCE – Cheniere Energy Partners Lp. – slide 5
    Sabine Pass Terminal Update November 2007 6
  6. FBR CAPITAL MARKETS INVESTOR CONFERENCE – Cheniere Energy Partners Lp. – slide 6
    Cheniere Energy Partners Growth Projects Fuel Efficiency Projects at Sabine Pass LNG Waste Heat Recovery and Ambient Air Vaporizers (AAV) More economical process to reheat LNG, replaces SCVs Developed over next few years, expected…
  7. FBR CAPITAL MARKETS INVESTOR CONFERENCE – Cheniere Energy Partners Lp. – slide 7
    Louisiana Natural Gas Header Proposed Pipeline After construction completion it will provide supply diversity Access to new and existing LNG gas supply in and around Louisiana; nearly 10 Bcf/d regas capacity by 2010 Access to…
  8. FBR CAPITAL MARKETS INVESTOR CONFERENCE – Cheniere Energy Partners Lp. – slide 8
    Louisiana Natural Gas Header Scale - Approximate SESH - 0 20 40 60 miles Lucedale Transco 65 SONAT Dequincy Tennessee TGC, TETCO, Transco 45, TETCO Sempra, Liberty Storage LIG Am Tennessee FGT 11 FGT 9 Dq FGT…
  9. FBR CAPITAL MARKETS INVESTOR CONFERENCE – Cheniere Energy Partners Lp. – slide 9
    Value Drivers Partnership Partnership Asset Asset Cheniere Cheniere Interests Interests Development Development Marketing Marketing Freeport Freeport LNG LNG Development, Development, L.P. L.P. Creole Creole Trail…
  10. FBR CAPITAL MARKETS INVESTOR CONFERENCE – Cheniere Energy Partners Lp. – slide 10
    Potential Pipeline Interconnects: Gulf Coast Markets Northeast Markets Creole Trail Pipeline* Southeast Markets Pine Prairie Midwest / Great Lakes Markets 2Q 2008 Energy Center M.P. 58 Connects with Henry Hub Texas Eastern ANR…
  11. FBR CAPITAL MARKETS INVESTOR CONFERENCE – Cheniere Energy Partners Lp. – slide 11
    Value Drivers Partnership Partnership Asset Asset Cheniere Cheniere Interests Interests Development Development Marketing Marketing Freeport Freeport LNG LNG Development, Development, L.P. L.P. Creole Creole Trail…
  12. FBR CAPITAL MARKETS INVESTOR CONFERENCE – Cheniere Energy Partners Lp. – slide 12
    North America Onshore Regasification Capacity By 2010 15.8 Bcf/d North American Atlantic Basin Terminal Baseload Capacity Holder Sendout capacity 65% utilization = 10.3 Bcf/d (MMcf/d) Canaport 1,000 Canaport Canaport Irving,…
  13. FBR CAPITAL MARKETS INVESTOR CONFERENCE – Cheniere Energy Partners Lp. – slide 13
    Constraint is not Regasification but Natural Gas Consumption Regasification is built for peak utilization because of seasonal variations 2000 2007 2010 LNG Regas LNG Regas LNG Regas Consumption Capacity Consumption Capacity…
  14. FBR CAPITAL MARKETS INVESTOR CONFERENCE – Cheniere Energy Partners Lp. – slide 14
    Contractual Trends Away from Utilities Bcf/d 44% of 2010 LNG supply will seek premium markets 50 40 Uncommitted 30 Non-Utility 20 Utility 10 0 2005 2006 2007 2008 2009 2010 2011 2012 Source: Estimates according…
  15. FBR CAPITAL MARKETS INVESTOR CONFERENCE – Cheniere Energy Partners Lp. – slide 15
    16 Henry Hub Premium (Discount) to NBP /MMbtu 0.00 1.00 2.00 3.00 4.00 5.00 6.00 7.00 (6.00) (5.00) (4.00) (3.00) (2.00) (1.00) Historical Data Jan-01 Mar-01 May-01 Futures as of 11/02/07 Jul-01…
  16. FBR CAPITAL MARKETS INVESTOR CONFERENCE – Cheniere Energy Partners Lp. – slide 16
    Worldwide Liquefaction Capacity Bcf/d 30 29 NLNG T6 Snohvit 28 Eq. Guinea 27 RG T5 26 25 24 23 22 21 20 19 18 17 16 15 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2004 2005 2006 2007 Source: GIIGNL; Poten,…
  17. FBR CAPITAL MARKETS INVESTOR CONFERENCE – Cheniere Energy Partners Lp. – slide 17
    Liquefaction - Growth Worldwide Liquefaction Bcf/d 45 40 35 30 25 20 15 10 5 - Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q2 Q3 Q4 Q4 Q1 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q2 Q3 Q1 Q4 2004 2005…
  18. FBR CAPITAL MARKETS INVESTOR CONFERENCE – Cheniere Energy Partners Lp. – slide 18
    Worldwide Liquefaction Utilization 120% 110% 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2004 2005 2006 2007 19 Source: Poten, Cheniere Research
  19. FBR CAPITAL MARKETS INVESTOR CONFERENCE – Cheniere Energy Partners Lp. – slide 19
    Europe Total LNG Imports Bcf/d 10 9 8 7 6 5 4 3 2 1 0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2005 Total 2006 Total 2007 20 Source: Poten, Cheniere Research
  20. FBR CAPITAL MARKETS INVESTOR CONFERENCE – Cheniere Energy Partners Lp. – slide 20
    Asia Total LNG Imports Bcf/d 20 18 16 14 12 10 8 6 4 2 0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2005 2006 2007 21 Source: Poten, Cheniere Research
  21. FBR CAPITAL MARKETS INVESTOR CONFERENCE – Cheniere Energy Partners Lp. – slide 21
    North America Total LNG Imports Bcf/d 5 4 3 2 1 0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2005 2006 2007 22 Source: Poten, Cheniere Research
  22. FBR CAPITAL MARKETS INVESTOR CONFERENCE – Cheniere Energy Partners Lp. – slide 22
    Cheniere Marketing Strategy Term Contracts: Indexed Purchase Agreements (IPA) 1 Bcf/d by 2010 12 Bcf/d of undecided gas globally 86% of Henry Hub 94% - 65 cents (GdF transaction) Seek to capture portion of redirect rights…
  23. FBR CAPITAL MARKETS INVESTOR CONFERENCE – Cheniere Energy Partners Lp. – slide 23
    Cheniere Growth Strategy Pursue acquisitions for Cheniere Energy Partners, L.P. (AMEX: CQP) Continue asset development: terminals and pipelines Develop a balanced supply portfolio for Cheniere Marketing between long-term IPAs and…
  24. FBR CAPITAL MARKETS INVESTOR CONFERENCE – Cheniere Energy Partners Lp. – slide 24
    Condensed Balance Sheet September 30, 2007 (unaudited, in millions) Cheniere Energy Other Cheniere Consolidated Partners, L.P. Energy, Inc. (1) Cheniere Energy, Inc. Unrestricted cash (2) -- 447 447 Restricted cash and…

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