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MARCH 2008 CORPORATE PRESENTATION – Cheniere Energy, Inc.

Cheniere Energy, Inc. · Mar 10, 2008 · 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. MARCH 2008 CORPORATE PRESENTATION – Cheniere Energy, Inc. – slide 1
    Corporate Presentation March 2008
  2. MARCH 2008 CORPORATE PRESENTATION – Cheniere Energy, Inc. – slide 2
    Partnership Partnership Asset Asset Cheniere Cheniere Interests Interests Development Development Marketing Marketing Freeport Freeport LNG LNG Creole Under construction; Creole Trail Trail Under construction; estimated…
  3. MARCH 2008 CORPORATE PRESENTATION – 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. MARCH 2008 CORPORATE PRESENTATION – 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 March 2008 4 Bcf/d capacity contracted at Sabine Pass facility resulting in annual revenues of…
  5. MARCH 2008 CORPORATE PRESENTATION – Cheniere Energy, Inc. – slide 5
    Creole Trail Pipeline Potential Pipeline Interconnects: Gulf Coast Markets Northeast Markets Creole Trail Pipeline Project Southeast Markets Pine Prairie Midwest / Great Lakes Markets 2Q 2008 Energy Center Creole Trail Pipeline to…
  6. MARCH 2008 CORPORATE PRESENTATION – Cheniere Energy, Inc. – slide 6
    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…
  7. MARCH 2008 CORPORATE PRESENTATION – 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. MARCH 2008 CORPORATE PRESENTATION – 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. MARCH 2008 CORPORATE PRESENTATION – Cheniere Energy, Inc. – slide 9
    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,…
  10. MARCH 2008 CORPORATE PRESENTATION – Cheniere Energy, Inc. – slide 10
    LNG Fundamentals
  11. MARCH 2008 CORPORATE PRESENTATION – Cheniere Energy, Inc. – slide 11
    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…
  12. MARCH 2008 CORPORATE PRESENTATION – Cheniere Energy, Inc. – slide 12
    Estimated Worldwide Liquefaction Capacity and LNG Consumption - 2010 Global Liquefaction Capacity (Bcf/d) 36 Estimated LNG Delivery 90% 32 Asian…
  13. MARCH 2008 CORPORATE PRESENTATION – Cheniere Energy, Inc. – slide 13
    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…
  14. MARCH 2008 CORPORATE PRESENTATION – Cheniere Energy, Inc. – slide 14
    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 15
  15. MARCH 2008 CORPORATE PRESENTATION – Cheniere Energy, Inc. – slide 15
    . . . and Pipeline Competition 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…
  16. MARCH 2008 CORPORATE PRESENTATION – Cheniere Energy, Inc. – slide 16
    . . . Means More LNG is Becoming Flexible 12 Bcf/d of LNG with access to Atlantic Basin has destination flexibility Additional volumes could become flexible should the contract parties agree Flexible LNG to the Atlantic Basin Bcf/d…
  17. MARCH 2008 CORPORATE PRESENTATION – Cheniere Energy, Inc. – slide 17
    18 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) 1/1/2001 3/1/2001 5/1/2001 Historical Data 7/1/2001 9/1/2001 11/1/2001…
  18. MARCH 2008 CORPORATE PRESENTATION – Cheniere Energy, Inc. – slide 18
    19 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) Jan-01 Mar-01 May-01 Jul-01 Sep-01 Historical Data Nov-01 Jan-02…
  19. MARCH 2008 CORPORATE PRESENTATION – Cheniere Energy, Inc. – slide 19
    20 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) Mar-98 May-98 Jul-98 Sep-98 Nov-98 Historical Data Jan-99 Mar-99…
  20. MARCH 2008 CORPORATE PRESENTATION – Cheniere Energy, Inc. – slide 20
    21 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) Mar-98 May-98 Jul-98 Sep-98 Nov-98 Historical Data Jan-99 Mar-99…
  21. MARCH 2008 CORPORATE PRESENTATION – Cheniere Energy, Inc. – slide 21
    European Storage: 2007 vs 5yr Avg Bcm 60 50 5 yr Avg 2007 Total 40 30 20 10 0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec * Figures represent PIRAs projections 22
  22. MARCH 2008 CORPORATE PRESENTATION – Cheniere Energy, Inc. – slide 22
    European Gas Storage Inventory - Bcf 101 67% 307 73% 196 241 64% 65% 143 72% 204 66% Inventory as of Jan 14, 2008 23 Source: GSE 1/14/08
  23. MARCH 2008 CORPORATE PRESENTATION – Cheniere Energy, Inc. – slide 23
    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 24
  24. MARCH 2008 CORPORATE PRESENTATION – Cheniere Energy, Inc. – slide 24
    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 Q2 Q3 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q1 Q4…
  25. MARCH 2008 CORPORATE PRESENTATION – Cheniere Energy, Inc. – slide 25
    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 2007 2004 2005 2006 26 Source: Poten, Cheniere Research
  26. MARCH 2008 CORPORATE PRESENTATION – Cheniere Energy, Inc. – slide 26
    Europe Total LNG Imports 10 9 8 7 6 5 4 3 2 1 0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2007 2006 Total 2005 Total 27 Source: Poten, Cheniere Research
  27. MARCH 2008 CORPORATE PRESENTATION – Cheniere Energy, Inc. – slide 27
    Asia Total LNG Imports 20 18 16 14 12 10 8 6 4 2 0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2007 2006 2005 28 Source: Poten, Cheniere Research
  28. MARCH 2008 CORPORATE PRESENTATION – Cheniere Energy, Inc. – slide 28
    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 2007 2006 2005 29 Source: Poten, Cheniere Research
  29. MARCH 2008 CORPORATE PRESENTATION – Cheniere Energy, Inc. – slide 29
    Condensed Balance Sheet December 31, 2007 (in millions) Cheniere Energy Other Cheniere Consolidated Partners, L.P. Energy, Inc. (1) Cheniere Energy, Inc. (3) Unrestricted cash (2) -- 297 297 Restricted cash and securities 709 61…

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