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CREDIT SUISSE ENERGY SUMMIT – Cheniere Energy, Inc.

Cheniere Energy, Inc. · Feb 11, 2008 · 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. CREDIT SUISSE ENERGY SUMMIT – Cheniere Energy, Inc. – 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. CREDIT SUISSE ENERGY SUMMIT – Cheniere Energy, Inc. – slide 2
    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 Trail ((Freeport…
  3. CREDIT SUISSE ENERGY SUMMIT – Cheniere Energy, Inc. – slide 3
    Freeport LNG Development, L.P. Cheniere Energy, Inc. 30% TUA Contracts totaling 1.55 Bcf/d Freeport LNG Construction Site August 2007 Conoco 0.90 Bcf/d Dow 0.50 Bcf/d Mitsubishi 0.15 Bcf/d Operational in 2008 Facility…
  4. CREDIT SUISSE ENERGY SUMMIT – Cheniere Energy, Inc. – slide 4
    Cheniere Energy Partners, L.P. (AMEX: CQP) Sabine Pass LNG, L.P. Cheniere Energy, Inc. 90.6% Sabine Pass Construction Site January 2008 4 Bcf/d capacity contracted at Sabine Pass facility resulting in annual revenues of…
  5. CREDIT SUISSE ENERGY SUMMIT – Cheniere Energy, Inc. – slide 5
    Next Generation of Terminals Including Some Terminals Under Construction Higher construction costs: 1 billion for 1 Bcf/d Utilization constraints Operational Marine access Pipeline takeaway Storage Market size and access…
  6. CREDIT SUISSE ENERGY SUMMIT – Cheniere Energy, Inc. – slide 6
    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…
  7. CREDIT SUISSE ENERGY SUMMIT – Cheniere Energy, Inc. – slide 7
    Fuel Efficiency Projects Projects include installation of waste heat recovery units and ambient air vaporizers Waste heat recovery utilizes waste heat from gas turbine generator exhaust to heat water for use in the submerged…
  8. CREDIT SUISSE ENERGY SUMMIT – Cheniere Energy, Inc. – slide 8
    Southern Trail Pipeline Provide Southeast markets with incremental transportation capacity accessing new and existing LNG gas supply in and around Louisiana; nearly 10 Bcf/d regas capacity by 2010 Connect to new electric generation…
  9. CREDIT SUISSE ENERGY SUMMIT – Cheniere Energy, Inc. – slide 9
    Value of Marketing LNG Fundamentals 10
  10. CREDIT SUISSE ENERGY SUMMIT – Cheniere Energy, Inc. – slide 10
    New Liquefaction Competes for Market Share Existing Liquefaction Under Construction Proposed Liquefaction 2010 Liquefaction Capacity Atlantic Atlantic Basin Basin 2005 Consumption 12 12 Bcf/d Bcf/d 2005 2005 NA NA 2005…
  11. CREDIT SUISSE ENERGY SUMMIT – Cheniere Energy, Inc. – slide 11
    Constraint is not Regasification but Natural Gas Consumption Regasification capacity reflects seasonal variations 2000 2007 Estimates* 2010 Estimates* Bcf/d LNG Regas % LNG Regas % LNG Regas % Imports Capacity Utilized Imports…
  12. CREDIT SUISSE ENERGY SUMMIT – Cheniere Energy, Inc. – slide 12
    Demand Seasonality will Impact Flows Bcf/d 2006 Demand 30 25 20 15 10 5 0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Belgium Spain France UK US GC Source: IEA 13
  13. CREDIT SUISSE ENERGY SUMMIT – Cheniere Energy, Inc. – slide 13
    European Storage: 2007 vs 5yr Avg Bcm 60 2002-2006 Avg 50 2007 40 30 20 10 0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Source: PIRA 14
  14. CREDIT SUISSE ENERGY SUMMIT – Cheniere Energy, Inc. – slide 14
    European Gas Storage Inventory - Bcf 101 67% 307 73% 196 241 64% 65% 143 72% 204 66% Inventory as of Jan 14, 2008 15 Source: GSE 1/14/08
  15. CREDIT SUISSE ENERGY SUMMIT – Cheniere Energy, Inc. – slide 15
    Europe Heating Degree Days Cumulative Heating Degree Days 1400 1200 Current Last yr 1000 20yr Norm DD Celsius 800 600 400 200 0 10/30/2007 11/11/2007 11/17/2007 11/23/2007 11/29/2007 12/11/2007…
  16. CREDIT SUISSE ENERGY SUMMIT – Cheniere Energy, Inc. – slide 16
    Pipeline Capacity Increasing in Europe Pipeline gas supply into Europe will compete to push LNG to higher value markets Existing Pipeline New Pipeline Expansion Transatlantic LNG Deep and liquid market with large storage…
  17. CREDIT SUISSE ENERGY SUMMIT – Cheniere Energy, Inc. – slide 17
    More LNG is Becoming Flexible 12 Bcf/d of LNG with access to Atlantic Basin will have destination flexibility by 2010 Additional volumes could become flexible should the contract parties agree Flexible LNG to the Atlantic Basin…
  18. CREDIT SUISSE ENERGY SUMMIT – Cheniere Energy, Inc. – slide 18
    Flexibility, Optionality, Profitability Atlantic Basin Market Position Sabine Pass LNG Terminal Cheniere Marketing Office USGC LNG Supply Route LNG Diversion Route 19
  19. CREDIT SUISSE ENERGY SUMMIT – Cheniere Energy, Inc. – slide 19
    Worldwide Liquefaction Capacity Bcf/d 30 29 28 27 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, Cheniere Research 20
  20. CREDIT SUISSE ENERGY SUMMIT – Cheniere Energy, Inc. – slide 20
    Worldwide Liquefaction Capacity - Growth Bcf/d 45 + 10 Bcf/d 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…
  21. CREDIT SUISSE ENERGY SUMMIT – Cheniere Energy, Inc. – slide 21
    2010 Annual Balance - Bcf/d Global Liquefaction Capacity 36 Estimated LNG Delivery 90% 32 Asian Consumption
  22. CREDIT SUISSE ENERGY SUMMIT – Cheniere Energy, Inc. – slide 22
    Cheniere Marketing Strategy Optimize value of capacity at Sabine Pass LNG terminal Term Contracts: Indexed Purchase Agreements (IPA) 1 Bcf/d by 2010 86% of Henry Hub 94% - 65 cents (GdF transaction) Seek to capture portion of…
  23. CREDIT SUISSE ENERGY SUMMIT – Cheniere Energy, Inc. – slide 23
    Cheniere Growth Strategy Continue asset development: terminals and pipelines Develop a balanced supply portfolio for Cheniere Marketing between long-term IPAs and exposure to the spot, option and short-term markets to optimize…

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