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JUNE 2010 CORPORATE PRESENTATION – Cheniere Energy Partners Lp.

Cheniere Energy Partners Lp. · Jun 4, 2010 · 13 slides

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Slides

  1. JUNE 2010 CORPORATE PRESENTATION – Cheniere Energy Partners Lp. – slide 1
    Cheniere Energy Partners, L.P. / Cheniere Energy, Inc. Proposed Sabine Pass LNG Facility Expansion Adding Liquefaction Capabilities June 4, 2010
  2. JUNE 2010 CORPORATE PRESENTATION – Cheniere Energy Partners Lp. – slide 2
    Expanding Operations - Adding Liquefaction Compelling Proposition Sabine Pass to become bi-directional import/export facility Market fundamentals create opportunity to expand into exports Export services provide customers with an…
  3. JUNE 2010 CORPORATE PRESENTATION – Cheniere Energy Partners Lp. – slide 3
    Market Fundamentals Drive Liquefaction Project The U.S. has become the largest producer of natural gas in the world and production costs rank among the lowest Productive capacity at 6.50/MMBtu could reach 95 Bcf/d by 2020 U.S.…
  4. JUNE 2010 CORPORATE PRESENTATION – Cheniere Energy Partners Lp. – slide 4
    U.S. Unconventional Reserves Basins Proximate to Premium Markets and Major Pipelines Lower 48 Technically Recoverable Unconventional Reserves (Tcf) 1600 1,167 Tcf Shale 1200 CBM Tight Gas 800 366 Tcf US Proved 400 Reserves 0…
  5. JUNE 2010 CORPORATE PRESENTATION – Cheniere Energy Partners Lp. – slide 5
    Sabine Pass LNG Proposed Liquefaction Project - Overview Leveraging existing assets Large acreage position (853 acres) Can readily accommodate 4 liquefaction trains (up to 2 Bcf/d capacity) Existing infrastructure 2 docks, 4…
  6. JUNE 2010 CORPORATE PRESENTATION – Cheniere Energy Partners Lp. – slide 6
    Low Cost Liquefaction Facilities Proven Technology ConocoPhillips-Bechtel Global Liquefaction Collaboration Cost 450 400 350 300 250 200 150 100 50 0 Qatargas Nigeria RasGas ELNGT1 Oman ALNGT1 ALNGT1-3 ELNGT1-2…
  7. JUNE 2010 CORPORATE PRESENTATION – Cheniere Energy Partners Lp. – slide 7
    Commercial Structure Estimated Terms for LNG Sales Agreements Capacity fee includes regasification and liquefaction services - provides customer option to import or export Estimated cost to purchase U.S. supply: Capacity Fee:…
  8. JUNE 2010 CORPORATE PRESENTATION – Cheniere Energy Partners Lp. – slide 8
    LNG Supply Oil Linkage Threatened with Large Oil-Gas Ratios US/MMBtu US/Barrel 25 150 Asian and European natural gas supplies US Henry Hub are predominantly priced against oil indices 20 UK NBP 120 Asia Spot LNG Avg Europe…
  9. JUNE 2010 CORPORATE PRESENTATION – Cheniere Energy Partners Lp. – slide 9
    Delivered Costs Compare Favorably to European Price Estimates Assuming continued increase in U.S. natural gas production, unconventional gas economics effectively cap Henry Hub at mid-range of 6.50/MMBtu If oil remains above 65/Bbl,…
  10. JUNE 2010 CORPORATE PRESENTATION – Cheniere Energy Partners Lp. – slide 10
    Regulatory Process Strong support from local and state agencies Dual regulatory tracks with the DOE and FERC DOE regulates imports and exports of natural gas FERC coordinates federal and state review of proposals to build LNG…
  11. JUNE 2010 CORPORATE PRESENTATION – Cheniere Energy Partners Lp. – slide 11
    Key Relationships Preliminary favorable indications of market interest LNG and natural gas buyers LNG and natural gas sellers / producers Contractors 12
  12. JUNE 2010 CORPORATE PRESENTATION – Cheniere Energy Partners Lp. – slide 12
    Organizational Structure NYSE Amex US: LNG 205 mm 2.25% Convertible Senior Unsecured Notes due 2012 100% Ownership Interest 298 mm 9.75% Term Loan due 2012 Cheniere LNG Holdings, LLC 302 mm 12.0% Convertible Senior Secured…
  13. JUNE 2010 CORPORATE PRESENTATION – Cheniere Energy Partners Lp. – slide 13
    Q&A 14

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